ST LUKES HOSPITAL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ST LUKES HOSPITAL INC (EIN 56-0554222)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-05-14
- IRS object ID
- 201211359349300626
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T07:45:30-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560554222 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HOSPITAL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STLU | NameControl |
| Phone | 8288943311 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HOSPITAL DRIVE | AddressLine1 |
| City | COLUMBUS | City |
| State | NC | State |
| ZIP Code | 28722 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE MARTIN | Name |
| Title | CFO | Title |
| Phone | 8288943311 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY BIBBY | Name |
| Phone | 8282542254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTINE MARTIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HOSPITAL DRIVE | AddressLine1 |
| City | COLUMBUS | City |
| State | NC | State |
| ZIP Code | 28722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29425972 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAINTLUKESHOSPITAL.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1928 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | THE HOSPITAL PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES TO ITS PATIENTS, MOST OF WHOM ARE RESIDENTS OF POLK COUNTY, NORTH CAROLINA AND THE UPSTATE REGION OF SOUTH CAROLINA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 392 | TotalNbrEmployees |
| Total Nbr Volunteers | 156 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 134393 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 438035 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28475294 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28690860 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 166345 | InvestmentIncomePriorYear |
| Investment Income Current Year | 173318 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 81778 | OtherRevenuePriorYear |
| Other Revenue Current Year | 123759 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28857810 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29425972 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11859645 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12187483 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15163124 | OtherExpensePriorYear |
| Other Expenses Current Year | 15449265 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27022769 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27636748 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1835041 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1789224 | RevenuesLessExpensesCY |
| Total Assets BOY | 16682019 | TotalAssetsBOY |
| Total Assets EOY | 17815499 | TotalAssetsEOY |
| Total Liabilities BOY | 6567781 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5987337 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10114238 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11828162 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE THE HIGHEST QUALITY FOCUSED HEALTHCARE SERVICES TO THE RESIDENTS OF POLK COUNTY AND SURROUNDING COMMUNITIES IN A SAFE, ETHICAL, COST EFFECTIVE MANNER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 23792035 | Expense |
| Revenue | 28690860 | Revenue |
| Description | ST. LUKE'S HOSPITAL IS COMMITTED TO OPERATE A HEALTH SYSTEM THAT PROVIDES HOSPITAL, ACUTE AND EMERGENCY CARE AND RELATED SERVICES SUCH AS ADVANCED REHABILITATIVE SERVICES, A REGIONAL CENTER FOR WOUND AND HYPERBARIC CARE, AND RESPECTFUL GERIATRIC-PSYCHIATRIC CARE FOR ADULTS 55+ WHO SUFFER FROM DEPRESSION, DEMENTIA, ALZHEIMER'S AND OTHER MENTAL HEALTH DISORDERS, FOR THE BENEFIT OF THE RESIDENTS OF POLK COUNTY, NC AND UPSTATE, SC. COMMITMENT TO THIS MISSION REQUIRES BOTH AN "INVESTMENT IN" AND A "PARTNERSHIP WITH" THE COMMUNITY WHICH ST. LUKE'S HOSPITAL SERVES. ST. LUKE'S HOSPITAL DEFINES AND MEASURES THIS "INVESTMENT IN" AND A "PARTNERSHIP WITH" THE COMMUNITY USING THE FOLLOWING CATEGORIES OF COMMUNITY BENEFIT: COMMUNITY BENEFIT PROGRAMS - INCLUDES THE UNREIMBURSED COST OF VARIOUS EDUCATION AND RESEARCH PROGRAMS, NON-BILLED MEDICAL SERVICES, IN-KIND DONATIONS AND OTHER SERVICES THAT MEET A STRONG COMMUNITY NEED, BUT DO NOT PAY FOR THEMSELVES. EXAMPLES OF THESE COMMUNITY BENEFIT PROGRAMS INCLUDE MONTHLY HEALTHTALK PROGRAMS TO PROVIDE EDUCATION AND UPDATED INFORMATION ON PARTICULAR AND TIMELY HEALTH TOPICS; VARIOUS HEALTH AND CANCER SCREENINGS FOR PEOPLE WHO ARE UNDERINSURED AND UNINSURED; AND FIRST AID AND HAND HYGIENE STATIONS AT VARIOUS COMMUNITY EVENTS AND FESTIVALS. OUR GENEROUS IN-KIND CONTRIBUTIONS TO NUMEROUS POLK COUNTY SOCIAL SERVICES AND CIVIC ENTITIES INCLUDE VOLUNTEER LEADERSHIP ROLES WITH POLK COUNTY WELLNESS COALITION, POLK WELLNESS CENTER, HIGHWOODS APARTMENTS FOR LOW INCOME FAMILIES, POLK COUNTY COUNCIL ON AGING, THERMAL BELT OUTREACH HEALTH CARE COMMITTEE AND THE POLK COUNTY VISIONING COMMISSION, TO NAME A FEW. CIVIC PARTICIPATION INCLUDES TRYON KIWANIS CLUB, FOOTHILLS CHAMBER OF COMMERCE, TRYON ROTARY CLUB AND THE BLUE RIDGE HUNTER JUMPER ASSOCIATION, AMONG OTHERS. ST. LUKE'S HOSPITAL, OUR MEDICAL STAFF AND OUR EMPLOYEES CONTRIBUTE GENEROUSLY TO THE HEALTH, EDUCATION AMD WELL-BEING OF ALL AGES AND CIRCUMSTANCES IN POLK COUNTY. | Description |
| Total Program Service Expense | 23792035 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 392 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE MARTIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8288940892 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HOSPITAL DRIVE | AddressLine1 |
| City | COLUMBUS | City |
| State | NC | State |
| ZIP Code | 28722 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DR WARREN CARSON | |||||||
| TRUSTEE | 1.00 | X | X | 0 | 0 | 0 | |
| BECKY COLLINS | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| FRED FOY | |||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| BILL HILLHOUSE | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| DR JAMES HOLLEMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 238120 | 41265 | ||
| DR SANDRA MCCORMACK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN MCHUGH | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| TOMMY MELTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PILAR PACE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NORM POWERS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARION MCMILLIAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR BRIAN ROSENBERG | |||||||
| TRUSTEE | 1.00 | X | 0 | 877099 | 54039 | ||
| JEAN SHUMWAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WOODY WOODHAM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTINE MARTIN | |||||||
| CFO | 40.00 | X | 60669 | 0 | 1818 | ||
| KEN SHULL | |||||||
| CEO | 40.00 | X | 185509 | 0 | 35194 | ||
| LYNN CROCKER | |||||||
| DIRECTOR OF PHARMACY | 40.00 | 108448 | 0 | 11690 | X | ||
| KEVIN REYNOLDS | |||||||
| ASSISTANT DIRECTOR OF PHAR | 40.00 | 113959 | 0 | 10314 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 468585 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1115219 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 154320 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAROLINAS HEALTHCARE SYSTEM | |||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | MANAGEMENT CONTRACT | 1225332 |
| VMAX ASSOCIATION PA | |||||
| 72 ALPINE WAY | ASHEVILLE | NC | 28805 | ANESTHESIA SERVICES | 972865 |
| HORIZON CSA LLC | |||||
| PO BOX 550 | SKYLAND | NC | 28776 | BIOMEDICAL EQUIPMENT REPAIR | 567021 |
| EMCARE PHYSICIAN SERVICES | |||||
| 7032 COLLECTION CENTER DR | CHICAGO | IL | 60673 | ER PHYSICIANS | 555855 |
| WOUND CARE SYSTEMS LLC | |||||
| 2881 NC HWY 108E | COLUMBUS | NC | 28722 | HYPERBARIC, WOUND CARE | 393300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 87249 | RelatedOrganizations |
| All Other Contributions | 350786 | AllOtherContributions |
| Total Contributions | 438035 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT SERVICE REVENU | 621990 | 28507280 | 28507280 |
| SALE OF DRUGS | 900099 | 106476 | 106476 |
| BEHAVIORAL HEALTH CRIS | 621990 | 63051 | 63051 |
| OTHER PATIENT SERVICES | 621990 | 13128 | 13128 |
| PHYSICAL THERAPY FEES | 900099 | 925 | 925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28690860 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 162191 | TotalRevenueColumn |
| Exclusion | $162,191 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 11127 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 11127 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11127 | TotalRevenueColumn |
| Exclusion | $11,127 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| PURCHASE DISCOUNTS | 900099 | 77539 | $77,539 |
| CAFETERIA/MEALS | 900099 | 43393 | $43,393 |
| VENDING | 900099 | 2402 | $2,402 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 425 | TotalRevenueColumn |
| Exclusion | $425 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 123759 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29425972 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28690860 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $297,077 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283190 | Total |
| Management And General | 283190 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8536310 | Total |
| Program Services | 7557521 | ProgramServices |
| Management And General | 978789 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2651793 | Total |
| Program Services | 2310353 | ProgramServices |
| Management And General | 341440 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 716190 | Total |
| Program Services | 616297 | ProgramServices |
| Management And General | 99893 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615819 | Total |
| Management And General | 615819 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23174 | Total |
| Management And General | 23174 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3786908 | Total |
| Program Services | 2726021 | ProgramServices |
| Management And General | 1060887 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87355 | Total |
| Program Services | 916 | ProgramServices |
| Management And General | 86439 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5110788 | Total |
| Program Services | 4892732 | ProgramServices |
| Management And General | 218056 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70567 | Total |
| Management And General | 70567 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1728151 | Total |
| Program Services | 1692446 | ProgramServices |
| Management And General | 35705 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52892 | Total |
| Program Services | 22138 | ProgramServices |
| Management And General | 30754 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50307 | Total |
| Program Services | 50307 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 995538 | Total |
| Program Services | 995538 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76802 | Total |
| Program Services | 76802 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BAD DEBT EXPENSE | Description |
| Total | 2850964 | Total |
| Program Services | 2850964 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27636748 | Total |
| Program Services | 23792035 | ProgramServices |
| Management And General | 3844713 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196235 | BOY |
| EOY | 4394066 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2580425 | BOY |
| EOY | 2710331 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 565228 | BOY |
| EOY | 546515 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129466 | BOY |
| EOY | 162349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19278049 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14210567 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4647213 | BOY |
| EOY | 5067482 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6282876 | BOY |
| EOY | 2813066 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 554312 | BOY |
| EOY | 512329 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 726264 | BOY |
| EOY | 1609361 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16682019 | BOY |
| EOY | 17815499 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2376131 | BOY |
| EOY | 3109338 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44903 | BOY |
| EOY | 33579 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1197516 | BOY |
| EOY | 604218 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2949231 | BOY |
| EOY | 2240202 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6567781 | BOY |
| EOY | 5987337 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9525292 | BOY |
| EOY | 11201086 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 484064 | BOY |
| EOY | 522194 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104882 | BOY |
| EOY | 104882 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10114238 | BOY |
| EOY | 11828162 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16682019 | BOY |
| EOY | 17815499 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1789224 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -75300 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $5,211 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 5211 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | THE HOSPITAL PAID DUES TO NCHA, OF WHICH $3,525 WAS DETERMINED AS LOBBYING EXPENDITURES DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2011. THE HOSPITAL PAID DUES TO AHA, OF WHICH $1,686 WAS DETERMINED AS LOBBYING EXPENDITURES DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2011. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2456039 | BeginningOfYearBalance |
| Contributions | 161049 | Contributions |
| Investment Earnings Or Losses | -71025 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2546063 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2271465 | BeginningOfYearBalance |
| Contributions | 34103 | Contributions |
| Investment Earnings Or Losses | 150471 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2456039 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1983824 | BeginningOfYearBalance |
| Contributions | 153474 | Contributions |
| Investment Earnings Or Losses | 134167 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2271465 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.14700 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.04100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.81200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59433 | OtherCostOrOtherBasis |
| Book Value | 59433 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8079122 | OtherCostOrOtherBasis |
| Depreciation | 6326970 | Depreciation |
| Book Value | 1752152 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9644643 | OtherCostOrOtherBasis |
| Depreciation | 7552970 | Depreciation |
| Book Value | 2091673 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1494851 | OtherCostOrOtherBasis |
| Depreciation | 330627 | Depreciation |
| Book Value | 1164224 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5067482 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTERCOMPANY NOTES RECEIVABLE | Description |
| Book Value | 1609361 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1609361 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| THIRD PARTY PAYABLE | $1,464,001 |
| CEDRIC SEAMAN CHARITABLE TRUST | $63,452 |
| CAPITAL LEASES | $712,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2240202 | TotalOfAmounts |
| Total Revenue | 29425972 | TotalRevenue |
| Total Expenses | 27636748 | TotalExpenses |
| Excess Or Deficit For Year | 1789224 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -53831 | NetUnrealizedGLOnInvestments |
| Other | -$21,469 | OtherAmount |
| Total Adjustments | -75300 | TotalAdjustments |
| Excess Or Deficit Per FS | 1713924 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 28989091 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -53831 | NetUnrealizedGainsInvestments |
| Other Revenues | -383050 | OtherRevenues |
| Revenue Not Rptd F990 | -436881 | RevenueNotRptdF990 |
| Revenue Subtotal | 29425972 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29425972 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27609099 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27609099 | ExpensesSubtotal |
| Other Expenses Not Included | 27648 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 27648 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27636747 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE ORGANIZED TO PROVIDE FUNDS FOR GENERAL PURPOSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | INCOME TAXES- THE HOSPITAL, ST. LUKE'S FOUNDATION, INC., COMMUNITY HEALTH CONNECTIONS, INC., AND ST. LUKE'S PHYSICIAN NETWORK, INC. ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE PROFESSIONAL BUILDING IS A FOR-PROFIT CORPORATION SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE HOSPITAL AND THE AFFILIATES HAVE DETERMINED THAT THEY DON NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2011. FISCAL YEARS ENDING ON OR AFTER SEPTEMBER 30, 2008 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF UNITRUST 9,190. UNREALIZED GAIN ON KIMBERLY TRUST -30,659. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ASSETS RELEASED FROM RESTRICTION -383,050. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES NOT ON FS 27,648. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent150 | X | Pcent150 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent200 D | X | Pcent200D |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 423492 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 423492 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01530 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1764558 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1513109 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 251449 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00910 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2188050 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1513109 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 674941 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02440 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 25325 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 25325 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00090 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 33224 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 33224 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00120 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 58549 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 58549 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00210 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2246599 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1513109 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 733490 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02650 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $928,559 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 13355007 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 12499423 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 855584 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 0 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HOSPITAL | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HOSPITAL DRIVE | AddressLine1 |
| City | COLUMBUS | City |
| State | NC | State |
| ZIP Code | 28722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| Critical Access Hospital | X | CriticalAccessHospital |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part VI Form990ScheduleHPartVI (11 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| PART I, LINE 7: THE ORGANIZATION UTILIZED THE IRS WORKSHEETS TO DETERMINE THE COST TO CHARGE RATIO | ||
| PART I, L7 COL(F): THE TOTAL EXPENSE ON FORM 990 PART XI, LN 25 CONTAINS A BAD DEBT EXPENSE OF 2,850,964 THAT HAS BEEN REMOVED FOR CALCULATION OF CHARITY CARE PERCENTAGE. | ||
| PART II: *COMMUNITY BENEFIT PROGRAMSINCLUDES THE UNREIMBURSED COST OF VARIOUS EDUCATION AND RESEARCH PROGRAMS, NON-BILLED MEDICAL SERVICES, IN-KIND DONATIONS AND OTHER SERVICES THAT MEET A STRONG COMMUNITY NEED, BUT DO NOT PAY FOR THEMSELVES. EXAMPLES OF THESE COMMUNITY BENEFIT PROGRAMS INCLUDE MONTHLY HEALTHTALK PROGRAMS TO PROVIDE EDUCATION AND UPDATED INFORMATION ON PARTICULAR AND TIMELY HEALTH TOPICS; VARIOUS HEALTH AND CANCER SCREENINGS FOR THE COMMUNITY, SCHOOLS, CHURCHES; BREAST CANCER AND PROSTATE CANCER SCREENINGS FOR PEOPLE WHO ARE UN-AND UNDERINSURED; AND FIRST AID AND HAND HYGIENE STATIONS AT VARIOUS COMMUNITY EVENTS AND FESTIVALS.OUR GENEROUS IN-KIND CONTRIBUTIONS TO NUMEROUS POLK COUNTY SOCIAL SERVICES AND CIVIC ENTITIES INCLUDE VOLUNTEER LEADERSHIP ROLES WITH POLK COUNTY WELLNESS COALITION, POLK WELLNESS CENTER, HIGHWOODS APARTMENTS FOR LOW INCOME FAMILIES, POLK COUNTY COUNCIL ON AGING, THERMAL BELT OUTREACH HEALTH CARE COMMITTEE AND THE POLK COUNTY VISIONING COMMISSION, TO NAME A FEW. CIVIC PARTICIPATION INCLUDES TRYON KIWANIS CLUB, FOOTHILLS CHAMBER OF COMMERCE, TRYON ROTARY CLUB AND THE BLUE RIDGE HUNTER JUMPER ASSOCIATION, AMONG OTHERS. | ||
| PART III, LINE 4: THE PATIENT FINANCIAL ADVISOR REVIEWED THE FINANCIAL ASSISTANCE SPREADSHEETS FOR THE 2010 TAX PERIOD AND TOOK INTO ACCOUNT ALL ACCOUNTS THAT LEFT PATIENT RESPONSIBILITY. THE ACCOUNTS WERE THEN REVIEWED TO SEE IF THE PATIENT PAID OR IF THE ACCOUNTS CYCLED TO BAD DEBT. | ||
| PART III, LINE 8: AN INTERNAL COST-TO-CHARGE RATIO WAS USED TO COMPUTE MEDICARE ALLOCABLE COSTS OF CARE ON PART III, LN 6. | ||
| PART III, LINE 9B: THE ORGANIZATION APPLIES THE SAME PROCEDURE TO ALL ACOUNTS WHICH PROVIDE FOR THE MAILING OF TWO STATEMENTS, TWO LETTERS, AND TWO PHONE CALLS PRIOR TO MOVING THE ACCOUNT TO THE COLLECTION PROCESS. | ||
| PART VI, LINE 2: EVERY FOUR YEARS THE STATE OF NORTH CAROLINA REQUIRES EVERY LOCAL HEALTH DEPARTMENT AND NORTH CAROLINA HEALTHY CAROLINIANS PARTNERSHIPS TO CONDUCT A COMMUNITY HEALTH ASSESSMENT. A COMMUNITY HEALTH ASSESSMENT IS A PROCESS THAT ALLOWS THE MEMBERS OF THE COMMUNITY AND STAKEHOLDERS TO GAIN A BETTER UNDERSTANDING OF THE COUNTY'S HEALTH NEEDS AND CONCERNS.DURING THE THREE INTERIM YEARS, THE LOCAL HEALTH DEPARTMENTS AND HEALTHY CAROLINIAN PARTNERSHIPS ARE RESPONSIBLE FOR ISSUING THE STATE OF THE COUNTY HEALTH (SOTCH) REPORT. THE 2010 POLK COUNTY SOTCH REPORT IS AN ANNUAL REVIEW OF THE PRIORITY HEALTH ISSUES THAT WERE CHOSEN IN THE 2008 POLK COUNTY COMMUNITY HEALTH ASSESSMENT. THE REPORT SERVES TO INFORM THE COMMUNITY AND STAKEHOLDERS ABOUT THE HEALTH STATUS OF OUR RESIDENTS AND PROVIDE AN UPDATE OF THE PAST YEAR'S PROGRESS IN ADDRESSING THE HEALTHISSUES IDENTIFIED IN THE 2008 COMMUNITY HEALTH ASSESSMENT.THE POLK COUNTY WELLNESS COALITION, IN PARTNERSHIP WITH ST. LUKE'S HOSPITAL AND RUTHERFORD-POLK-MCDOWELL HEALTH DISTRICT, CONDUCTED A COMPREHENSIVE COMMUNITY HEALTH ASSESSMENT AND HEALTH SUMMIT IN 2009. PAPER AND ONLINE SURVEYS WERE DISTRIBUTED THROUGHOUT THE COUNTY, CROSSING ALL DEMOGRAPHICS. RESULTS WERE REPORTED DURING A COMMUNITY-WIDE HEALTH SUMMIT, WHICH SUBSEQUENTLY CREATED FOUR ACTION TEAMS TO ADDRESS THE FOLLOWING HEALTH ISSUES: OBESITY AND PHYSICAL ACTIVITYACCESS TO CARE MENTAL HEALTH AND SUBSTANCE ABUSE PREVENTION EDUCATIONTHE POLK COUNTY WELLNESS COALITION AND THE ACTIONS TEAMS MEET MONTHLY TO IMPLEMENT SOLUTIONS TO HEALTH DISPARITIES. | ||
| PART VI, LINE 3: LITERATURE ON ASSISTANCE IS OFFERED AT ALL REGISTRATION AREAS, INFORMATION IS ALSO INCLUDED IN ALL INPATIENT AND OUTPATIENT PACKETS, A DISCLOSURE IS PRINTED ON ALL OUTGOING INVOICES, AND ADDITIONAL INFORMATION CAN BE FOUND ON THE PRIMARY PAGE OF THE HOSPITAL WEB SITE. | ||
| PART VI, LINE 4: POLK COUNTY IS A WELL-KNOWN AFFLUENT RETIREMENT COMMUNITY, WITH SEVERAL INDEPENDENT AND ASSISTED LIVING COMMUNITIES THAT ALSO PROVIDE NURSING HOME CARE, REHAB, PERSONAL CARE AND TRAVEL, LEISURE AND ENTERTAINMENT OPPORTUNITIES.RESIDENTS 65 AND OLDER COMPRISE 23.4 PERCENT OF THE POPULATION IN POLK COUNTY. THE LARGEST POPULATION GROUPS ARE THE 35-54 AND 55-74 YEAR OLDS, MAKING UP 26 PERCENT AND 24 PERCENT RESPECTIVELY. MEDIAN HOUSEHOLD INCOME IS $38,184, AND THE PERCENT OF POVERTY FOR POLK COUNTY IS 11.2 PERCENT, BELOW NC AND US RATES.ST. LUKE'S HOSPITAL IS A SMALL, RURAL HOSPITAL IN WESTERN NOL1H CAROLINA AT THE FOOT OF THE BLUE RIDGE MOUNTAINS. THE PRIVATE, NOT-FAR-PROFIT COMMUNITY HOSPITAL PROVIDES PRIMARY AND ACUTE HEALTHCARE SERVICES TO POLK COUNTY AND UPSTATE SOUTH CAROLINA. ST. LUKE'S IS SITUATED 40 MILES SOUTHEAST OF ASHEVILLE, NC, AND 25 MILES NORTH OF SPARTANBURG, SC.CURRENTLY, ST. LUKE'S SERVICE AREA ENCOMPASSES ALL OF POLK COUNTY (POPULATION-19,461).PRIMARY SERVICE AREA --COLUMBUS AND TRYON (POP. 12,965)SECONDARY SERVICE AREA-NORTH --SALUDA AND MILL SPRING (POP. 6,496)SECONDARY SERVICE AREA-SOUTH -- LANDRUM AND CAMPOBELLO, SC, (POP. 17,780)ST. LUKE'S TOTAL SERVICE AREA POPULATION IS 37,241, OF WHICH 55 PERCENT ARE COVERED BY MEDICARE, 26 PERCENT AS PRIVATE PAY, AND 19 PERCENT DESCRIBED AS MEDICAID/SELF-PAY. | ||
| PART VI, LINE 6: THE ORGANIZATION USES SURPLUS FUNDS IN EDUCATION AND TRAINING OF CLINICAL AND NON CLINICAL STAFF, TUITION ASSISTANCE, WEBINARS, NURSING EDUCATION GRANTS TO IMPROVE THE PROVISION OF HEALTH CARE IN THE COMMUNITY. | ||
| NC | REPORTS FILED WITH STATES | PART VI, LINE 7 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JAMES HOLLEMAN | |||||||||||||
| 0 | 238120 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41265 | 0 | 279385 | 0 | 0 |
| DR BRIAN ROSENBERG | |||||||||||||
| 0 | 877099 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 54039 | 0 | 931138 | 0 | 0 |
| KEN SHULL | |||||||||||||
| 185509 | 0 | 0 | 0 | 0 | 0 | 15469 | 0 | 19725 | 0 | 220703 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 5 | THE ORGANIZATION'S CEO AND CFO PARTICIPATE IN ANNUAL INCENTIVE AWARD PROGRAM BASED ON VARIOUS PERFORMANCE BENCHMARKS INCLUDING: FINANCIAL PERFOMANCE, PATIENT SATISFACTION, AND PATIENT SERVICE DAYS. | |
| PART I, LINE 6 | THE ORGANIZATION'S CEO, CFO, AND COO PARTICIPATE IN ANNUAL INCENTIVE AWARD PROGRAM BASED ON VARIOUS PERFORMANCE BENCHMARKS INCLUDING: FINANCIAL PERFOMANCE, PATIENT SATISFACTION, AND PATIENT SERVICE DAYS. | |
| PART III | ST. LUKE'S HEALTH CARE, INC., THE CONTROLLING ENTITY OF THE HOSPITAL, ENGAGED IN A MANAGEMENT SERVICE AGREEMENT IN CALENDAR YEAR 2009 WITH THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY D/B/A CAROLINAS HEALTHCARE SYSTEM (CHS). THEREFORE, COMPENSATION AMOUNTS REPORTED IN PART VII OF FORM 990 AND SCHEDULE J FOR TOP MANAGEMENT OFFICIALS ARE COMBINED AMOUNTS FROM ST. LUKE'S HOSPITAL COMPENSATION AND CHS COMPENSATION. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | EFFECTIVE JULY 1, 2008, THE HOSPITAL AND AFFILIATES ENTERED INTO A TEN-YEAR MANAGEMENT SERVICES AGREEMENT (THE MSA) WITH THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY WHICH DOES BUSINESS AS CAROLINAS HEALTHCARE SYSTEM (CHS) TO MANAGE THE HOSPITAL AND AFFILIATES ON A DAY-TO-DAY BASIS. THE TERMS OF THE MSA CALL FOR THE HOSPITAL AND AFFILIATES TO PAY CHS AN ANNUAL MANAGEMENT FEE. IN ADDITION, CHS IS REQUIRED TO FURNISH THE HOSPITAL AND AFFILIATES A CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND A CHIEF NURSING OFFICER. THE HOSPITAL AND AFFILIATES REIMBURSE CHS THE SALARY AND BENEFITS COST OF THESE INDIVIDUALS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE HAD A MEETING TO COMPLETE A COMPREHENSIVE REVIEW OF THE FORM 990. THE ORGANIZATION HELD A FULL BOARD MEETING, WHERE THE FINANCE COMMITTEE PRESENTED THE FORM 990 TO THE ENTIRE BOARD. A COPY OF THE FORM 990 WAS MADE AVAILABLE TO EACH VOTING BOARD MEMBER FOR REVIEW PRIOR TO THE MEETING. ADDITIONALLY, EACH MEMBER RECEIVED A COPY OF THE 990 AT THE BOARD MEETING. AFTER A QUESTION & ANSWER PERIOD, THE VOTING BOARD VOTED TO APPROVE THE FORM 990 AS PRESENTED. | |
| OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT UPON HIRE OR APPOINTMENT. THE CONFLICTS OF INTEREST STATEMENT IS SIGNED ANNUALLY. THE CONFLICT OF INTEREST POLICY IS EXPLAINED DURING NEW EMPLOYEE ORIENTATION AND ALTHOUGH ALL EMPLOYEES ARE NOT TO SIGN THE STATEMENT THE EMPLOYEES ARE ENCOURAGED TO REPORT CONFLICT OF INTEREST ISSUES. | FORM 990, PART VI, SECTION B, LINE 12C | |
| CAROLINAS HEALTHCARE SYSTEM HAS AN APPROVED COMPENSATION COMMITTEE THAT RETAINS INDEPENDENT EXPERTS TO DESIGN COMPLETE COMPENSATION PACKAGES. THE COMPENSATION COMMITTEE REVIEWS COMPARABILITY DATA, REVIEWS EXECUTIVE OFFICERS' PERFORMANCE AND RECOMMENDATIONS FOR SENIOR OFFICERS. EXECUTIVE COMPENSATION IS APPROVED AND AN OFFICIAL REPORT IS GIVEN TO THE BOARD ALONG WITH DOCUMENTATION IN THE MINUTES OF MEETINGS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| RECENT FILINGS OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. | FORM 990, PART VI, SECTION C, LINE 18 | |
| PHOTOCOPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -53,831. CHANGE IN VALUE OF UNITRUST 9,190. UNREALIZED GAIN ON KIMBERLY TRUST -30,659. TOTAL TO FORM 990, PART XI, LINE 5: -75,300. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ST LUKE'S HEALTH CARE INC | |||||||||||
| 101 HOSPITAL DRIVE | COLUMBUS | NC | 28722 | 561423318 | CONTROLLING ENTITY | NC | 501(C)(3) | PF | N/A | 0 | |
| ST LUKE'S FOUNDATION INC | |||||||||||
| 101 HOSPITAL DRIVE | COLUMBUS | NC | 28722 | 561757097 | RAISES FUNDS TO HELP SUPPORT ST. LUKE'S HOSPITAL | NC | 501(C)(3) | LINE 7 | 0 | ST LUKE'S HEALTHCARE INC | |
| ST LUKE'S PHYSICIAN NETWORK INC | |||||||||||
| 101 HOSPITAL DRIVE | COLUMBUS | NC | 28722 | 263082073 | PROVIDE HEALTH CARE SERVICES TO THE CITIZENS OF POLK COUNTY, NC | NC | 501(C)(3) | LINE 3 | 0 | ST LUKE'S HEALTHCARE INC | |
| COMMUNITY HEALTH CONNECTIONS | |||||||||||
| 101 HOSPITAL DRIVE | COLUMBUS | NC | 28722 | 561722387 | TO PROVIDE HOME BASED MEDICAL TREATMENT IN AND AROUND COLUMBUS, NC | NC | 501(C)(3) | LINE 9 | 0 | ST LUKE'S HEALTHCARE INC | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S PROFESSIONAL BUILDING INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HOSPITAL DRIVE | AddressLine1 |
| City | COLUMBUS | City |
| State | NC | State |
| ZIP Code | 28722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561423404 | EIN |
| Primary Activity | RENTAL REAL ESTATE | PrimaryActivity |
| Legal Domicile State | NC | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 87249 | AmountInvolved |