2014-11-17T15:43:18-06:00 2013-12-31 990 2013-01-01 440545297 ST LUKES HOSPITAL OF KANSAS CITY STLU 8169322000 4401 WORNALL ROAD KANSAS CITY MO 64111 AMY NACHTIGAL CFO 8169322000 2014-11-17 2013 2015-11-30 17:44:51Z JULIE QUIRIN 4401 WORNALL ROAD KANSAS CITY MO 64111 860588168 0 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X 1882 MO TERTIARY CARE TEACHING HOSPITAL 30 23 4798 629 569105 0 14123934 17364549 561306984 604290972 10738540 18431803 8692952 7848539 594862410 647935863 21774981 33832251 0 0 268639721 277719216 0 0 0 299984226 324741508 590398928 636292975 4463482 11642888 1145530905 1195825366 391137424 386726868 754393481 809098498 X SAINT LUKE'S HOSPITAL IS A NOT-FOR-PROFIT TERTIARY REFERRAL CENTER COMMITTED TO THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH SERVICES TO ALL PATIENTS IN A CARING ENVIRONMENT. WE ARE DEDICATED TO MEDICAL RESEARCH AND EDUCATION. AS A MEMBER OF THE SAINT LUKE'S HEATLH SYSTEM WE ARE COMMITTED TO ENHANCING THE PHYSICAL, MENTAL AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE. 0 0 567793217 33832251 611766014 HOSPITAL CARE:ALL PROGRAM SERVICE EXPENSES WERE INCURRED IN FURTHERANCE OF OUR MISSION, WHICH IS TO ENSURE THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH CARE SERVICES TO ALL PATIENTS IN A CARING ENVIRONMENT. SAINT LUKE'S HOSPITAL IS A FULL-SERVICE HEALTH CARE FACILITY FEATURING AWARD-WINNING HEART SURGERY, NATIONALLY RECOGNIZED TRANSPLANT PROGRAMS, A STATE-OF-THE-ART WOMEN'S HEALTH CENTER, TRAUMA SERVICES AND MORE.THE HOSPITAL PARTICIPATES IN THE MEDICAID AND MEDICARE PROGRAMS AND HAS CHARITY CARE POLICIES FOR ASSISTING PEOPLE WITHOUT ADEQUATE MEANS TO PAY FOR THEIR CARE.THE HOSPITAL HAS OVER 500 ACTIVE PHYSICIANS AND CONTINUES TO ADVANCE TREATMENT OPTIONS THROUGH LANDMARK RESEARCH STUDIES.RESEARCH, EDUCATION, AND TEACHING:IN ADDITION TO THE SUBSTANTIAL AMOUNT OF FREE CARE PROVIDED, SAINT LUKE'S HOSPITAL HAS MADE A MAJOR COMMITMENT TO MEDICAL AND NURSING EDUCATION. THIS INCLUDES THE SIGNIFICANT FUNDING REQUIREMENTS TO MAINTAIN AN ACCREDITED TEACHING AFFILIATION AND PROVIDE FOR THE TRAINING OF RESIDENTS IN VARIOUS MEDICAL SPECIALTIES OR SUB-SPECIALTIES. SAINT LUKE'S HOSPITAL ALSO PROVIDES TRAINING PROGRAMS FOR MEDICAL IMAGING, CHAPLAINS, PATIENT CARE TECHNICIANS AND PHLEBOTOMY. SAINT LUKE'S HOSPITAL IS ALSO ACCREDITED TO OFFER CONTINUING MEDICAL EDUCATION PROGRAMS FOR PRACTICING PHYSICIANS. SAINT LUKE'S HOSPITAL IS ALSO CONCERNED ABOUT THE LONG-TERM WELFARE OF THE COMMUNITY AND MAKES AN ADDITIONAL INVESTMENT IN THE FUTURE OF HEALTH CARE THROUGH RESEARCH ACTIVITIES. 567793217 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 X 1 0 1 4798 1 1 1 0 0 0 0 0 0 0 0 0 X 30 23 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 8169322000 4401 WORNALL ROAD KANSAS CITY MO 64111 X THOMAS W WAGSTAFF BOARD MEMBER - PRESIDENT 2.00 X X 0 0 0 DAVID W GIBSON BOARD MEMBER - VICE PRESID 2.00 X X 0 0 0 JOHN R PHILLIPS BOARD MEMBER - SECRETARY 2.00 X X 0 0 0 MARSHALL H DEAN JR BOARD MEMBER - TREASURER 2.00 X X 0 0 0 WILLIAM J ALIBER BOARD MEMBER 2.00 X 0 0 0 GREGORY M BENTZ BOARD MEMBER 2.00 X 0 0 0 CINDY COWHERD BOARD MEMBER - TERM END 8/2013 2.00 X 0 0 0 MARK BERNHARDT MD BOARD MEMBER 2.00 X 0 0 0 JOHN HELZBERG MD BOARD MBR/EMPLOYED PHYSICI 40.00 X 546666 0 32912 ELLEN J HOCKADAY BOARD MEMBER TERM END 12/2013 2.00 X 0 0 0 CHARLES D HORNER BOARD MEMBER 2.00 X 0 0 0 DANIEL P BOLEN BOARD MEMBER 2.00 X 0 0 0 J GRANT BURCHAM BOARD MEMBER 2.00 X 0 0 0 DAVID T HUNT BOARD MEMBER 2.00 X 0 0 0 ROBERT N SAWYER BOARD MEMBER 2.00 X 0 0 0 RICHARD G NORDEN BOARD MEMBER 2.00 X 0 0 0 RICHARD F OWEN BOARD MEMBER 2.00 X 0 0 0 BRUCE PENDLETON BOARD MEMBER 2.00 X 0 0 0 ALISON SCHOLES MD BOARD MEMBER 2.00 X 0 0 0 DAVID POWELL BOARD MEMBER 2.00 X 0 0 0 STANLEY SHAFFER MD BOARD MEMBER 2.00 X 0 0 0 THOMAS L WAGSTAFF BOARD MEMBER 2.00 X 0 0 0 MINA STEEN BOARD MEMBER 2.00 X 0 0 0 H GUYON TOWNSEND III BOARD MEMBER 2.00 X 0 0 0 THOMAS R WILLARD BOARD MEMBER 2.00 X 0 0 0 DEBORAH WILLIAMS BOARD MEMBER 2.00 X 0 0 0 JEFFREY A WATERS MD BOARD MEMBER 2.00 X 0 0 0 MICHAEL L WEAVER MD BOARD MEMBER 2.00 X 0 90276 13750 RT REV MARTIN FIELD BOARD MEMBER - CHAIR 2.00 X X 0 0 0 TERRY WALL BOARD MEMBER 2.00 X 0 0 0 STARR WAGSTAFF BOARD MEMBER 2.00 X 0 0 0 JULIE QUIRIN CEO & ASSIST SECR 50.00 X 622060 0 124882 DEBBIE WILSON VP & CHIEF NURSING OFFICER 50.00 X 303449 0 55211 CHARLES ROBB ASSIST SECRETARY 2.00 50.00 X 0 728594 264651 DORIS ROGERS VP-HUMAN RESOURCES 50.00 X 185236 0 49105 KEVIN THORPE SR VP-OPER TERM END 10/2013 50.00 X 325585 0 245849 JOHN YEAST MD VP-MEDICAL AFFAIRS 50.00 X 453292 0 35999 AMY NACHTIGAL CFO 50.00 X 349290 0 53438 BRADLEY SIMMONS CHIEF OPER OFFCR 50.00 X 382882 0 54568 MELINDA ESTES ASSIST SECRETARY 2.00 50.00 X 0 1632786 235230 SCOTT RAVIS MD PHYSICIAN 40.00 X 823978 0 14186 STEPHEN GRIFFITH MD PHYSICIAN 40.00 X 718223 0 33387 JEFFREY KUNIN MD PHYSICIAN 40.00 X 696430 0 36103 DARREN LOVICK MD PHYSICIAN 40.00 X 873986 0 33681 BRIAN MILLIGAN MD PHYSICIAN 40.00 X 705463 0 35291 6986540 2451656 1318243 258 0 1 0 JE DUNN CONSTRUCTION COMPANY PO BOX 801150 KANSAS CITY MO 64180 CONSTRUCTION & CONSTR MANAGEMENT 16102009 UNIVERSITY OF MISSOURI - KANSAS CITY PO BOX 805111 KANSAS CITY MO 64180 MEDICAL RESIDENT SERVICES 8651102 P1 GROUP 16210 W 108TH ST LENEXA KS 66219 FACILITIES MANAGEMENT 4948882 WESTPORT ANESTHESIA SERVICES INC PO BOX 10370 KANSAS CITY MO 64171 MEDICAL SERVICES 3294353 MIDWEST TRANSPLANT NETWORK 1900 W 47TH PL STE 400 MISSION KS 66205 MEDICAL SERVICES 3180754 71 5842279 555829 10966441 17364549 NET PATIENT REVENUE 622110 568536435 568536435 REGIONAL LAB SERVICES 621500 13230174 13230174 EHR/MEANINGFUL USE 622110 4798012 4798012 PHARMACY REVENUE 446110 2912559 2912559 PHYSICIAN SERVICES 621110 1841170 1841170 12972622 12972622 604290972 3877595 -643011 4520606 350 350 373497 0 373497 373497 373497 227206163 212652305 14553858 14553858 1212116 13341742 EQUITY IN KCOI 622110 5896083 5896083 EQUITY IN AFFILIATES 900099 1578959 1578959 7475042 647935863 611766014 569105 18236195 33832251 33832251 3820423 579578 3240845 224278516 213284344 10994172 8756902 8153545 603357 25647273 23602151 2045122 15216102 14150376 1065726 76616 76616 139831 139831 930073 930073 61705752 51755212 9950540 36587 30351 6236 10842048 8887685 1954363 2980305 388659 2591646 17393722 15567838 1825884 334017 277290 56727 807278 762628 44650 12642681 11970364 672317 35165626 34091001 1074625 4739657 3895305 844352 OTHER MEDICAL SUPPLIES 105319029 105276559 42470 SHARED SERVICES 50450000 20240792 30209208 BAD DEBT 17588809 17588809 SWAP RELATED COSTS 2121787 2006959 114828 1467690 1451520 16170 636292975 567793217 68499758 0 33435326 31342573 3067182 3068119 84709125 87367215 940161 930808 11567747 13978685 6906912 6056725 797823475 323091719 480769933 474731756 77136157 127707861 266080554 252104556 33763978 28902968 8131804 8418151 139022026 161215949 1145530905 1195825366 57868930 49811131 969109 0 299751585 302923911 32547800 33991826 391137424 386726868 X 619378107 649938369 99213590 123334119 35801784 35826010 754393481 809098498 1145530905 1195825366 X 11642888 30823009 12239120 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 48600 0 0 0 48600 0 PART II-B, LINE 1: LINE F-PORTION OF DUES PAID TO HOSPITAL, MEDICAL, & CIVIC ASSOCIATIONS USED TOWARD LOBBYING ACTIVITIES. 10758171 343890 1650991 931607 11821445 10636673 226226 1193355 1298083 10758171 13861202 184270 258844 3667643 10636673 12913296 446175 1409156 907425 13861202 11473500 410455 1636652 607311 12913296 0.77490 0.22510 1 0 395175 6089798 6484973 483902231 117605607 366296624 8760471 6245513 2514958 285077858 192423231 92654627 13597942 6817368 6780574 474731756 SELECTINVEST MULTISTRATEGY LTD 568224 F FINANCIAL SQUARE TRUST PRIME-COMMERCE BANK 9988345 F PATHEON USA FUND VII LP 6197646 F CASH-AGENCY ACCOUNTS 341360 F SSGA RUSSELL 1000 INDEX 71461772 F SIGULER GUFF DISTRESSED OPPORTUNITIES 6045707 F 1607 CAPITAL EQUITY FUND 21676335 F AETHER REAL ASSETS 2569611 F CASH-MONEY MARKET 22533325 F SSGA 1-3 YEAR US CREDIT INDEX 70227841 F SIGULER GUFF BRIC OPPORTUNITIES FUND 2861681 F SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV 3620610 F MAGNITUDE INTERNATIONAL CLASS A SERIES 08/11 15030852 F PRISMA SPECTRUM FUND LTD 14955950 F PARK STREET CAPITAL NATURAL RESOURCE 1634722 F CROWN GLOBAL SECONDARIES 817763 F DOVER STREET VIII CAYMAN FUND LP 1066504 F MAGNITUDE INTERNATIONAL CLASS A LP ID 506308 F 252104556 INVESTMENT IN AFFILIATES 7983853 RECEIVABLES FROM AFFILIATES 4549150 INVESTMENT IN HOSPITAL LINEN SERVICE 485000 OTHER ASSETS 834606 INTEREST IN ASSETS OF FOUNDATION - SFAS 136 147338683 FIN 45 PHYSICIAN GUARANTEE ASSETS 24657 161215949 RESERVE FOR SELF INSURED RISKS 10363521 OTHER CURRENT LIABILITIES 2735955 OTHER NONCURRENT LIABILITIES 1717842 PAYABLES TO AFFILIATES 4602198 ESTIM 3RD PARTY PAYOR SETTLEMENTS 14572310 33991826 PART V, LINE 4: SAINT LUKE'S HOSPITAL'S ENDOWMENT FUNDS ARE PRIMARILY INTENDED TO COVER HOSPITAL EXPENSES FOR PATIENTS WHO ARE UNINSURED/UNDERINSURED AND CANNOT AFFORD TREATMENT, GENERAL OPERATIONS OF THE HOSPITAL AND CAPITAL EXPENDITURES FOR EQUIPMENT. THE ASSETS HELD AT THE UNRELATED ORGANIZATION REPRESENTS THE ORGANIZATION'S SHARE OF NET ASSETS AT SAINT LUKE'S FOUNDATION PER SFAS 136. SUCH ASSETS ARE REPORTED IN PART X, LINE 15. SCHEDULE D, PARTS XI, XII AND XIII PART XI, XII, AND XIII - THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. 1 1 X 1 X 133.000000000000 1 X 1 1 0 0 14721800 1315454 13406346 0.02100 91190274 72321035 18869239 0.02950 105912074 73636489 32275585 0.05050 1582785 463998 1118787 0.00170 16006393 5172302 10834091 0.01690 2118127 1341781 776346 0.00120 4808779 4960938 -152159 0.00000 9417983 9417983 0.01470 33934067 11939019 21995048 0.03450 139846141 85575508 54270633 0.08500 5803 5803 0.00000 5803 5803 0 17244913 0 165106283 192017488 -26911205 X 1 1 1 KANSAS CITY ORTHOPAEDIC INSTITUTE LLC ORTHOPAEDIC SERVICES 0.40000 0.45830 2 HEALTH OUTCOMES SCIENCES LLC RESEARCH 0.01090 0.50050 3 SAINT LUKE'S - GI DIAGNOSTICS LLC GASTROENTEROLOGY SERVICES 0.51000 0.49000 2 1 ST LUKES HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY MO 64111 87-57 X X X X X 2 KANSAS CITY ORTHOPAEDIC INSTITUTELLC 3651 COLLEGE BLVD LEAWOOD KS 66211 X X ORTHOPAEDIC SPECIALTY SERVICES ST LUKE'S HOSPITAL OF KANSAS CITY 1 1 X X X X X X X X X 13 1 0 1 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X X X X X X X X X 0 0 1 1 133.000000000000 1 400.000000000000 1 X X X 1 1 X X X X 1 0 X X X X 1 X 0 0 KANSAS CITY ORTHOPAEDIC INSTITUTE LLC 2 1 X X X X X X X X 13 1 1 1 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X X X X X X X X 1 0 1 1 100.000000000000 1 400.000000000000 1 X X X X X X 1 1 X X 1 0 X X 0 X X 0 0 ST LUKE'S HOSPITAL OF KANSAS CITY PART V, SECTION B, LINE 3: THE FOLLOWING ORGANIZATIONS WERE INTERVIEWED IN ORDER TO IDENTIFY COMPREHENSIVE LOCAL COMMUNITY HEALTH NEEDS:DIVISION OF ENVIRONMENTAL HEALTH SERVICES, KANSAS CITY MO HEALTH DEPT.JOHNSON COUNTY KS HEALTH DEPARTMENTSWOPE HEALTH SERVICESKANSAS CITY FREE HEALTH CLINICKANSAS CITY PUBLIC SCHOOLSARTISTS HELPING THE HOMELESSCABOT WESTSIDE HEALTH CENTERTHE INTERVIEWED COMMUNITY EXPERTS ARE FROM PUBLIC HEALTH AGENCIES AND HEALTH CARE-RELATED NOT-FOR-PROFIT ORGANIZATIONS WHOSE SERVICE SCOPES EXTEND THROUGHOUT THE REPORTING HOSPITAL'S COMMUNITY. KANSAS CITY ORTHOPAEDIC INSTITUTE, LLC PART V, SECTION B, LINE 3: RECOGNIZING KCOI'S STRATEGIC ALLIANCE WITH SAINT LUKE'S HEALTH SYSTEM, KCOI ALSO CONSIDERED DATAAND INFORMATION PROVIDED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) CONDUCTED BYSAINT LUKE'S SOUTH HOSPITAL, A SAINT LUKE'S HEALTH SYSTEM FACILITY THAT SHARES A SIMILAR MARKETAREA WITH KCOI. THESE SOURCES TAKE INTO ACCOUNT INPUT FROM PERSONS AND ORGANIZATIONS THAT REPRESENT THE BROAD INTERESTS OF THE COMMUNITY KCOI SERVES. KANSAS CITY ORTHOPAEDIC INSTITUTE, LLC PART V, SECTION B, LINE 4: SAINT LUKE'S SOUTH HOSPITAL INC ST LUKE'S HOSPITAL OF KANSAS CITY PART V, SECTION B, LINE 7: THREE OF THE COMMUNITY HEALTH NEEDS IDENTIFIED IN THE CHNA WERE NOT DETERMINED TO BE PRIORITY NEEDS. THESE NEEDS WERE DEEMED OUT-OF-SCOPE, MEANING THAT THEY FALL OUTSIDE SLH'S AND SLH AFFILIATES' AND ITS COMMUNITY COLLABORATIONS' SERVICE SCOPES.OUT-OF-SCOPE NEEDS:1. INPATIENT MENTAL & BEHAVIORAL HEALTH NEED2. GENERAL CHILDREN'S HEALTH NEED3. STREET VIOLENCE1. INPATIENT MENTAL AND BEHAVIORAL HEALTH NEEDSAINT LUKE'S HOSPITAL OF KANSAS CITY DOES NOT HAVE ITS OWN INPATIENT PSYCHIATRIC UNITS AND THEREFORE ONLY OFFERS OUTPATIENT MENTAL AND BEHAVIORAL HEALTH SERVICES WHILE REFERRING INPATIENT PSYCHIATRIC SERVICES TO OTHER HOSPITALS IN AND OUTSIDE SAINT LUKE'S HEALTH SYSTEM (SLHS).2. GENERAL CHILDREN'S HEALTH NEEDIN SLH'S COMMUNITY, CHILDREN'S MERCY HOSPITALS AND CLINICS (KANSAS CITY) HAS FAR MORE COMPREHENSIVE PEDIATRIC SERVICES THAN ANY OTHER LOCAL HEALTH CARE PROVIDERS (THE LARGEST PEDIATRIC SERVICE MARKET SHARE). SLH IS ONLY EQUIPPED TO ADDRESS MATERNAL AND NEWBORN HEALTH NEED AND SOME OUTPATIENT PEDIATRIC CARE NICHE AREAS. MOST PEDIATRIC PATIENTS (OUTPATIENT AND INPATIENT) ARE THEREFORE REFERRED TO CHILDREN'S MERCY HOSPITALS AND CLINICS. FURTHERMORE, LOCAL PUBLIC SCHOOL DISTRICTS HAVE CONTROL OVER IN-SCHOOL MEDICAL STAFF, FACILITIES, AND SUPPLIES. SLH CAN ONLY SERVE IN SUPPORTING ROLES.3. STREET VIOLENCEAS A HOSPITAL, SLH IS ONLY EQUIPPED TO ADDRESS VIOLENCE ISSUES WHILE VICTIMS ARE STILL IN THE CLINICAL SETTINGS (E.G., PATIENTS SUFFERING FROM DOMESTIC VIOLENCE). GOVERNMENT LAW ENFORCEMENT AGENCIES AND COMMUNITY-LED PROGRAMS CAN MORE EFFECTIVELY MANAGE AND PREVENT STREET VIOLENCE THROUGHOUT THE COMMUNITY. ST LUKE'S HOSPITAL OF KANSAS CITY PART V, SECTION B, LINE 14G: THE HOSPITAL FOLLOWS THE SAINT LUKE'S HEALTH SYSTEM POLICIES FOR FINANCIAL ASSISTANCE. THE HOSPITAL PROVIDES EDUCATION ON FINANCIAL ASSISTANCE ELIGIBILITY TO PATIENTS AND PERSONS WHO MAY BE BILLED FOR SERVICES THROUGH MANY SOURCES INCLUDING THE SLHS WEB SITE, INFORMATION ON BILLING STATEMENTS NOTIFYING PATIENTS THAT THE HOSPITAL HAS FINANCIAL ASSISTANCE FOR WHICH THEY MAY QUALIFY, INFORMATION UPON CHECK-IN LOCATED IN THE ADMITTING PATIENT PACKETS, ON OUR B-131 RELEASE TO TREAT FORMS SIGNED BY ALL PATIENTS REQUESTING SERVICES, VISITS WITH INPATIENTS BY SOCIAL WORKER TEAMS, AND FOLLOW-UP CALLS TO PATIENTS AFTER DISCHARGE. FINANCIAL ASSISTANCE APPLICATIONS OR MEDICAID APPLICATIONS ARE REQUESTED ON ALL UNINSURED INPATIENTS PRIOR TO DISCHARGE. THE HOSPITAL ALSO CONTRACTS WITH ELIGIBILITY ENROLLMENT COMPANIES TO SCREEN ALL UNINSURED PATIENTS, ANY PATIENTS IDENTIFIED BY OUR SOCIAL WORKER OR CASE MANAGEMENT TEAMS, AND ALL PATIENTS THAT REQUEST ASSISTANCE IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT COVERAGE. KANSAS CITY ORTHOPAEDIC INSTITUTE, LLC PART V, SECTION B, LINE 14G: THE HOSPITAL HAS A FINANCIAL ASSISTANCE POLICY THAT PROVIDES EDUCATION ON FINANCIAL ASSISTANCE ELIGIBILITY TO PATIENTS AND PERSONS WHO ARE RESPONSIBLE FOR A PORTION OF THE COST OF CARE RECEIVED. PATIENTS EXPRESSING DIFFICULTIES IN MAKING PAYMENTS ARE INFORMED OF THE FINANCIAL ASSISTANCE POLICY AND ENCOURAGED TO COMPLETE AN APPLICATION. ST LUKE'S HOSPITAL OF KANSAS CITY PART V, SECTION B, LINE 18E: SEE RESPONSE TO LINE 14G. KANSAS CITY ORTHOPAEDIC INSTITUTE, LLC PART V, SECTION B, LINE 20D: KCOI PROVIDES ELECTIVE SERVICES. DISCOUNTS FOR FAP ELIGIBLE PATIENTS ARE APPLIED TO CHARGES AND/OR PATIENT'S RESPONSIBLE PORTION AFTER INSURANCE PAYMENTS AND ADJUSTMENTS. THE AMOUNTS ULTIMATELY CHARGED TO PATIENTS IS LESS THAN AMOUNTS BILLED TO PATIENTS WITH COMMERCIAL INSURANCE. PART V, SECTION B, LINE 6 AS PERMITTED BY IRS TRANSITION RULES, BOTH HOSPITAL FACILITIES ADOPTED THEIR IMPLEMENTATION STRATEGY BY MAY 15, 2014 AND THEREFORE ARE DEEMED TO SATISFY THE REQUIREMENT TO ADOPT THE STRATEGY IN THE SAME YEAR THE CHNA WAS COMPLETED AND WIDELY PUBLICIZED, 2013. 6 SAINT LUKE'S PHYSICIAN SPECIALISTSLLC 4320 WORNALL ROAD KANSAS CITY MO 64111 PHYSICIAN CLINICS SAINT LUKE'S - GI DIAGNOSTICS LLC 4321 WASHINGTON SUITE 5700 KANSAS CITY MO 64111 GI SERVICES INFUSION CENTER 4321 WASHINGTON KANSAS CITY MO 64111 INFUSION CENTER INFUSION CENTER 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 INFUSION CENTER INFUSION CENTER 12300 METCALF OVERLAND PARK KS 66213 INFUSION CENTER CHILDREN'S SPOT 4333 PENNSYLVANIA KANSAS CITY MO 64111 SPECIAL NEEDS CHILDREN THERAPY PART I, LINE 7: COST OF CHARITY CARE AND UNREIMBURSED HEALTH SERVICES WERE CALCULATED USING THE APPROPRIATE COST TO CHARGE RATIO FROM THE HOSPITAL'S COST REPORT. THIS RATIO CALCULATION IS PERFORMED SEPARATELY FOR HOSPITAL FACILITY REVENUES AND PHYSICIAN PROFESSIONAL REVENUE. PART I, LINE 7G: SUBSIDIZED HEALTH SERVICES INCLUDES $674,224 IN UNREIMBURSED COSTS FOR COMMUNITY SERVICE PHYSICIAN CLINICS. PART I, LN 7 COL(F): TOTAL EXPENSE FROM ALL REPORTABLE HOSPITAL FACILITIES OF $657,033,552 LESS BAD DEBT EXPENSE OF $17,244,913 EQUALS TOTAL EXPENSE OF $639,788,639 FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F), PART III, LINE 4: FINANCIAL STATEMENT FOOTNOTE REGARDING BAD DEBT EXPENSE: THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS, CONSIDERING BUSINESS AND GENERAL ECONOMIC CONDITIONS IN ITS SERVICE AREA, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE (INCLUDING COPAYMENT AND DEDUCTIBLE AMOUNTS FROM PATIENTS), THE SYSTEM ANALYZED CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AND A PROVISION FOR BAD DEBTS. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, THE SYSTEM RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. ACCOUNTS ARE WRITTEN OFF WHEN ALL REASONABLE INTERNAL AND EXTERNAL COLLECTION EFFORTS HAVE BEEN PERFORMED. THESE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS AND ARE ADJUSTED AS NEEDED IN FUTURE PERIODS. ACCOUNTS RECEIVABLE ARE CHARGED TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS WHEN THEY ARE DEEMED UNCOLLECTIBLE.PATIENT RELATED BAD DEBT IS REPORTED CONSISTENT WITH THE FINANCIAL STATEMENTS. PART III, LINE 8: MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST-TO-CHARGE RATIO DIRECTLY FROM THE MEDICARE COST REPORT. SHORTFALLS ARISE FROM PAYMENTS THAT ARE LESS THAN WHAT IT COSTS TO PROVIDE THE CARE AND SERVICES. WE ACCEPT ALL MEDICARE PATIENTS KNOWING THE COST OF PROVIDING THE CARE MAY EXCEED THE FUNDS WE RECEIVE FROM MEDICARE FOR THE SERVICE. OUR SHORTFALL IS CONSIDERED TO BE COMMUNITY BENEFIT. MEDICARE SHORTFALLS MUST BE ABSORBED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE ELDERLY IN OUR COMMUNITY. ADDITIONALLY, IT IS IMPLIED IN INTERNAL REVENUE SERVICE REVENUE RULING 69-545 THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT. REVENUE RULING 69-545, WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR TAX-EXEMPT HOSPITALS, INDICATES THAT PARTICIPATION IN PUBLICLY-FINANCED PROGRAMS, SUCH AS MEDICARE, IS EVIDENCE THAT A HOSPITAL MEETS THE COMMUNITY BENEFIT STANDARD. PART III, LINE 9B: IF A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE THE ACCOUNT IS ADJUSTED ACCORDINGLY. ANY REMAINING BALANCE WOULD BE COLLECTED UNDER THE DEBT COLLECTION POLICY. OUR COLLECTION POLICIES ARE THE SAME FOR ALL PATIENTS. ALTHOUGH WE ARE NOT LEGALLY BOUND BY THE FAIR DEBT COLLECTION PRACTICES ACT, THE PRINCIPLES ADDRESSED ARE GENERALLY FOLLOWED. PART VI, LINE 2: THE HOSPITAL ASSESSES COMMUNITY NEEDS ON AN ANNUAL BASIS IN NUMEROUS WAYS, INCLUDING THROUGH ITS COMPREHENSIVE, DATA DRIVEN, ANNUAL STRATEGIC PLANNING PROCESS. THE HOSPITAL OBTAINS HIDI MARKET DATA AND OTHER OUTPATIENT MARKET DATA THROUGH ITS ANNUAL ENVIRONMENTAL ASSESSMENT PROCESS. WITH THIS DATA, THE HOSPITAL IDENTIFIES SERVICES RECEIVED BY THE RESIDENTS OF OUR COMMUNITY (DEFINED BY OUR PRIMARY AND SECONDARY SERVICE AREAS). ANY PREDOMINANT SERVICES NOT CURRENTLY OFFERED BY THE HOSPITAL ARE CONSIDERED AT THIS TIME.ANOTHER ELEMENT OF THE COMMUNITY NEEDS ASSESSMENT INVOLVES ANNUALLY UPDATING ITS MEDICAL STAFF DEVELOPMENT PLAN. AS A TERTIARY AND QUATERNARY HEALTHCARE PROVIDER, IT IS CRITICAL THAT THE HOSPITAL ENSURES IT HAS APPROPRIATE MEDICAL STAFF LEVELS IN A VARIETY OF MEDICAL SPECIALTIES AND SUBSPECIALTIES TO SERVE THE PATIENTS IN OUR COMMUNITY. THE HOSPITAL PARTNERS WITH ITS MEDICAL STAFF IN THIS ENDEAVOR.ANOTHER ASPECT OF THE HOSPITAL'S COMMUNITY NEEDS ASSESSMENT IS AN ANALYSIS OF WORKFORCE PLANNING TO ENSURE ADEQUATE CLINICAL AND OTHER PROFESSIONAL STAFF TO PROVIDE NEEDED HEALTHCARE SERVICES THROUGHOUT THE COMMUNITY. THE HOSPITAL IS ACTIVELY ENGAGED IN A VARIETY OF FORMAL EDUCATION ACTIVITIES. PART VI, LINE 3: SEE RESPONSE TO SCHEDULE H, PART V, LINE 14G. PART VI, LINE 4: THE HOSPITAL IS LOCATED IN THE URBAN CORE OF KANSAS CITY, MISSOURI. IT IS A MAJOR TEACHING AND RESEARCH FACILITY, AND PROVIDES TERTIARY AND QUATERNARY LEVEL PATIENT CARE SERVICES TO THE METROPOLITAN KANSAS CITY AREA, AND SERVES AS A MAJOR REFERRAL HOSPITAL FOR THE SURROUNDING 67 COUNTY AREA. MAJOR PATIENT SERVICE LINES INCLUDE CARDIOVASCULAR SERVICES, NEUROSCIENCES, WOMEN'S AND CHILDREN'S SERVICES, AND CANCER CARE SERVICES. APPROXIMATELY 20% OF THE OVERALL PATIENT VOLUME THAT THE HOSPITAL SERVES COMES FROM OUTSIDE THE METROPOLITAN KANSAS CITY AREA. PART VI, LINE 5: THE BOARD OF DIRECTORS IS MADE UP OF MEDICAL AND BUSINESS PROFESSIONALS, ALMOST ALL OF WHOM RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA. THEY ARE INVOLVED IN THE COMMUNITY NEEDS ASSESSMENT PROCESS, IN FUNDRAISING, AND IN GENERAL STEWARDSHIP. MEDICAL STAFF PRIVILEGES ARE OFFERED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY.THE HOSPITAL UTILIZES SURPLUS FUNDS TO MAINTAIN ACCESS TO PATIENT SERVICES AND TO EXPAND ACCESS POINTS OF CARE TO PATIENTS THROUGHOUT THE COMMUNITY INCLUDING, BUT NOT LIMITED TO, THE FOLLOWING: 1) COMMUNITY SERVICE OUTPATIENT CLINICS THAT PROVIDE SUBSIDIZED CARE TO LOW INCOME PATIENTS; 2) DIABETES EDUCATION PROGRAMS, PARENT EDUCATION, AND PRENATAL EDUCATION; 3) PSYCHIATRIC SERVICES; AND 4) FORMAL RESEARCH ACTIVITIES. PART VI, LINE 6: THE HOSPITAL IS AFFILIATED WITH SAINT LUKE'S HEALTH SYSTEM, WHICH CONSISTS OF 10 AREA HOSPITALS AND SEVERAL PRIMARY AND SPECIALTY CARE PRACTICES, AND PROVIDES A RANGE OF INPATIENT, OUTPATIENT, AND HOME CARE SERVICES. FOUNDED AS A FAITH-BASED, NOT-FOR-PROFIT ORGANIZATION, OUR MISSION INCLUDES A COMMITMENT TO THE HIGHEST LEVELS OF EXCELLENCE IN HEALTH CARE AND THE ADVANCEMENT OF MEDICAL RESEARCH AND EDUCATION. THE HEALTH SYSTEM IS AN ALIGNED ORGANIZATION IN WHICH THE PHYSICIANS AND HOSPITALS ASSUME RESPONSIBILITY FOR ENHANCING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF PEOPLE IN THE METROPOLITAN KANSAS CITY AREA AND THE SURROUNDING REGION. 1 SLCC INC (501C3 AFFILIATE) 4330 WORNALL ROAD STE 2000 KANSAS CITY MO 64111 271994652 501(C)(3) 14595592 SUPPORT FOR HEALTHCARE NEEDS SAINT LUKE'S MEDICAL GROUP (501C3 AFFILIATE) 6750 ANTIOCH RD STE 210 SHAWNEE MISSION KS 64086 431598353 501(C)(3) 4574946 SUPPORT FOR HEALTHCARE NEEDS SLNC INC (501C3 AFFILIATE) 4401 WORNALL ROAD KANSAS CITY MO 64111 451470888 501(C)(3) 2115843 SUPPORT FOR HEALTHCARE NEEDS SAMUAL U RODGERS HEALTH CENTER 825 EUCLID AVE KANSAS CITY MO 64124 430899356 501(C)(3) 1300000 SUPPORT FOR HEALTHCARE NEEDS AND COMMUNITY PROGRAMS SAINT LUKES CUSHING HOSPITAL (501C3 AFFILIATE) 711 MARSHALL LEAVENWORTH KS 66048 480543792 501(C)(3) 8000000 SUPPORT FOR HEALTHCARE NEEDS CABOT WESTSIDE HEALTH CENTER (501C3 AFFILIATE) 901 E 104TH ST KANSAS CITY MO 64131 440546280 501(C)(3) 3211855 SUPPORT FOR HEALTHCARE NEEDS 6 0 PART I, LINE 2: GRANTS ARE PROVIDED TO QUALIFIED CHARITIES FOR GENERAL OPERATIONS AND TO BE USED IN FULFILLING THE EXEMPT PURPOSE OF THE GRANTEE CHARITABLE ORGANIZATION. SUCH GRANTS FURTHER OR SUPPORT A CHARITABLE PURPOSE OF SAINT LUKE'S HOSPITAL OF KANSAS CITY. X 1 1 0 0 0 0 0 1 0 JOHN HELZBERG MD BOARD MBR/EMPLOYED PHYSICI 542411 0 0 0 4255 0 10200 0 22712 0 579578 0 0 0 JULIE QUIRIN CEO & ASSIST SECR 452297 0 102520 0 67243 0 112996 0 11886 0 746942 0 53905 0 DEBBIE WILSON VP & CHIEF NURSING OFFICER 245206 0 53456 0 4787 0 39025 0 16186 0 358660 0 0 0 CHARLES ROBB ASSIST SECRETARY 0 501652 0 113554 0 113388 0 236403 0 28248 0 993245 0 101520 DORIS ROGERS VP-HUMAN RESOURCES 150379 0 20970 0 13887 0 26664 0 22441 0 234341 0 12377 0 KEVIN THORPE SR VP-OPER TERM END 10/2013 211390 0 35855 0 78340 0 221957 0 23892 0 571434 0 17868 0 JOHN YEAST MD VP-MEDICAL AFFAIRS 371109 0 68157 0 14026 0 12750 0 23249 0 489291 0 0 0 AMY NACHTIGAL CFO 270000 0 48464 0 30826 0 50452 0 2986 0 402728 0 28730 0 BRADLEY SIMMONS CHIEF OPER OFFCR 347856 0 32797 0 2229 0 33252 0 21316 0 437450 0 0 0 MELINDA ESTES ASSIST SECRETARY 0 1236352 0 335520 0 60914 0 210200 0 25030 0 1868016 0 0 SCOTT RAVIS MD PHYSICIAN 821714 0 0 0 2264 0 8234 0 5952 0 838164 0 0 0 STEPHEN GRIFFITH MD PHYSICIAN 716634 0 0 0 1589 0 10200 0 23187 0 751610 0 0 0 JEFFREY KUNIN MD PHYSICIAN 693206 0 0 0 3224 0 11475 0 24628 0 732533 0 0 0 DARREN LOVICK MD PHYSICIAN 871886 0 0 0 2100 0 10200 0 23481 0 907667 0 0 0 BRIAN MILLIGAN MD PHYSICIAN 703563 0 0 0 1900 0 10200 0 25091 0 740754 0 0 0 PART I, LINES 4A-B 457(F) PLAN PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHARLES ROBB - $115,121 MELINDA ESTES - $200,000 JULIE QUIRIN - $34,080 SEVERANCE PAID DURING 2013: KEVIN THORPE - $50,389 PART I, LINE 7 THE ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE RETENTION, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS. SCHEDULE J, PART II CHARLES ROBB AND MELINDA ESTES DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. JOHN HELZBERG DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OF THE ORGANIZATION BUT RECEIVED COMPENSATION FOR SERVICES RENDERED AS AN EMPLOYEE OF THE ORGANIZATION. DIXON DIVELY MARK BERNHARDT IS >5% MEMBER & OFFICER OF DIXON DIVELY THROUGH 6/30/2013 400733 MEDICAL SERVICES THROUGH 6/30/2013 0 WAGSTAFF & CARTMELL THOMAS L. & THOMAS W. WAGSTAFF, FAMILY MEMBERS, ARE >5% PARTNERS 634091 LEGAL SERVICES 0 METRO EMERGENCY PHYSICIANS LLC ALISON SCHOLES IS >5% MEMBER OF METRO EMERGENCY PHYSICIANS, LLC 558219 MEDICAL SERVICES 0 FORM 990, PART V, LINE 1A, NUMBER REPORTED IN BOX 3 OF FORM 1096 ST LUKES HOSPITAL OF KANSAS CITY (SLH) IS PART OF SAINT LUKE'S HEALTH SYSTEM, AN INTEGRATED HEALTH SYSTEM. THE MAJORITY OF SLH VENDORS ARE PAID THROUGH A CENTRALIZED PAYMENT SYSTEM WITH 1099S ISSUED BY THE CENTRALIZED SERVICE ENTITY FORM 990, PART VI, SECTION A, LINE 2 THOMAS L WAGSTAFF, THOMAS W WAGSTAFF, AND STARR WAGSTAFF - FAMILY AND BUSINESS RELATIONSHIP. ELLEN HOCKADY AND GRANT BURCHAM - FAMILY RELATIONSHIP. JOHN R PHILIPS AND CHARLES D HORNER - BUSINESS RELATIONSHIP. CHARLES ROBB, MELINDA ESTES, AND MICHAEL WEAVER HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE DIRECTORS, OFFICERS, AND/OR EMPLOYEES OF THE SAME AFFILIATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 AS PART OF AN INTEGRATED HEALTH SYSTEM, THE ORGANIZATION ROUTINELY DELEGATED VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES INCLUDING SAINT LUKES HEALTH SYSTEM INC. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED JOINTLY BY ACCOUNTING STAFF OF THE ENTITY AND SAINT LUKE'S HEALTH SYSTEM (SYSTEM) TAX STAFF. THE RETURN IS REVIEWED BY THE ENTITY'S CFO BEFORE FILING. THE 990 DRAFT WAS ALSO PRESENTED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS FOR REVIEW. THE 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C SAINT LUKE'S HEALTH SYSTEM AND ITS AFFILIATES, INCLUDING THE FILING ORGANIZATION, HAVE COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICIES APPLICABLE TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES. ANY ACTUAL, POSSIBLE OR PERCEIVED CONFLICT OF INTEREST IS EXPECTED TO BE HANDLED THROUGH FULL AND TIMELY DISCLOSURE OF ANY SUCH INTEREST, TOGETHER WITH ABSENCE OF PERSUASION IN ANY DISCUSSION AND IN ANY VOTE WHEREIN THE INTEREST IS INVOLVED. DISCLOSURE IS TO BE MADE WHEN THE INTEREST ARISES, AT ANY TIME THE INTEREST BECOMES A MATTER OF GOVERNING BOARD ACTION, AND THEN ANNUALLY THROUGH COMPLETION OF A CONFLICT OF INTEREST QUESTIONNAIRE. THE SYSTEM VICE PRESIDENT OF INTERNAL AUDIT REVIEWS COMPLETED QUESTIONNAIRES AND FURTHER INVESTIGATES POSSIBLE CONFLICTS OF INTEREST. A REPORT IS PROVIDED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND ANY IDENTIFIED CONFLICT OF INTEREST IS REPORTED TO THE APPLICABLE ENTITY. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS' COMPENSATION COMMITTEE REVIEWS, DISCUSSES, SETS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT EXECUTIVES AND OFFICERS. INDEPENDENT, EXTERNAL DIRECTORS SERVE ON THE COMPENSATION COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY PROVIDES A WRITTEN REPORT AND REASONABLENESS OPINION. THE CONSULTANT REVIEWS THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSPHY AND ANALYZES MARKET COMPETITIVENESS (IN TOTAL AND BY EACH COMPENSATION AND BENEFIT ELEMENT) FOR THE EXECUTIVES USING APPROPRIATE COMPARABILITY DATA. COMPENSATION COMMITTEE ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE MADE AVAILABLE TO THE PUBLIC BY THE FILING OF THOSE DOCUMENTS WITH THE MO AND/OR KS SECRETARY OF STATE. ALSO, THE ORGANIZATION IS INCLUDED WITHIN THE COMBINED FINANCIAL STATEMENTS OF SAINT LUKE'S HEALTH SYSTEM INC THAT ARE MADE AVAILABLE TO THE PUBLIC BY THE POSTING OF THOSE DOCUMENTS THROUGH EMMA AND ARE ATTACHED TO THIS RETURN. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII, COLUMN E DIRECTORS ARE NOT COMPENSATED FOR SERVING AS A DIRECTOR OR BOARD OFFICER. CHARLES ROBB, MELINDA ESTES, AND MICHAEL WEAVER DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. JOHN HELZBERG DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OF THE ORGANIZATION BUT RECEIVED COMPENSATION FOR SERVICES RENDERED AS AN EMPLOYEE OF THE ORGANIZATION. FORM 990, PART XI, LINE 9: PENSION LIABILITY TRANSFER -1,723,923. TRANSFER FROM RESTRICTED ACCTS NOT RECORDED IN OPERATING ACCTS -265,761. CHANGE IN THE INTEREST IN ASSETS OF FOUNDATION - SFAS 136 23,081,481. RDG -1. BOND PROCEEDS TRANSFER TO SLHS -8,852,676. FORM 990, PART VI, LINE 16B, JOINT VENTURES DURING 2013, THE ORGANIZATION PARTICIPATED IN JOINT VENTURES ESTABLISHED SEVERAL YEARS AGO. THE ORGANIZATION'S PROCEDURES INCLUDE OVERSIGHT AND REVIEW OF ANY JOINT VENTURES TO ENSURE EXEMPT STATUS IS PROTECTED. THE ORGANIZATION HAS MAJORITY CONTROL AND/OR OPERATING AGREEMENT REQUIREMENTS FOR THE VENTURE TO OPERATE IN A MANNER CONSISTENT WITH THE ORGANIZATION'S EXEMPT MISSION AND FOR THE VENTURE TO NOT ENGAGE IN POLITICAL CANDIDATE CAMPAIGN ACTIVITY OR OTHER ACTIVITIES THAT WOULD JEOPARDIZE THE ORGANIZATION'S EXEMPTION. FORM 990, PART X, BALANCE SHEET, LINE 20, TAX EXEMPT BOND LIABILITIES THE AMOUNT REPORTED AS TAX-EXEMPT BONDS IS THE PORTION OF SAINT LUKE'S HEALTH SYSTEM BONDS ALLOCATED TO ST LUKES HOSPITAL OF KANSAS CITY. REQUIRED INFORMATION FOR THE BONDS, INCLUDING SCHEDULE K, IS REPORTED IN THE SAINT LUKE'S HEALTH SYSTEM (EIN: 43-1747502) IRS FORM 990. 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ACCOUNTING MO SAINT LUKES HOSPITAL C 1.00000 1 MEDICAL PLAZA MANAGEMENT INC 4320 WORNALL ROAD KANSAS CITY MO 64111 431352317 MEDICAL OFFICE BLDG MANAGEMENT MO ST LUKES HEALTH VENTURES INC C 1 VENTURE FINANCIAL SERVICES INC 9500 E 63RD ST STE 202 RAYTOWN MO 64133 431605740 COLLECTION SERVICES MO ST LUKES HEALTH VENTURES INC C 1 0 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 CABOT WESTSIDE HEALTH CENTER B 3211855 CASH OR BOOK VALUE SAINT LUKES CUSHING HOSPITAL L 837838 COST CRITTENTON L 89017 COST SAINT LUKES CUSHING HOSPITAL M 57523 COST SAINT LUKES CUSHING HOSPITAL O 506663 COST SAINT LUKES CUSHING HOSPITAL P 63032 CASH OR BOOK VALUE SANT LUKES HOSPITAL OF CHILLICOTHE L 283740 COST MEDICAL PLAZA IMAGING ASSOCIATES LLC D 500000 CASH PRINCIPLE AMT MEDICAL PLAZA IMAGING ASSOCIATES LLC L 166634 COST MEDICAL PLAZA IMAGING ASSOCIATES LLC O 739780 COST MEDICAL PLAZA PARTNERS K 3869904 FAIR MARKET VALUE MEDICAL PLAZA PARTNERS L 86327 COST SLCC INC B 14595592 CASH OR BOOK VALUE SLCC INC O -404766 COST 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THE SYSTEM MANAGES AND OPERATES RELATED HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION ORIENTED HEALTH CARE SYSTEM IN ORDER TO BETTER SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. AS A RESULT, THERE ARE NUMEROUS INTERCOMPANY INTERACTIONS INCLUDING CENTRALIZED SUPPORT SERVICES AND SHARING OF RESOURCES AND COSTS.