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ST LUKES HOSPITAL OF KANSAS CITY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ST LUKES HOSPITAL OF KANSAS CITY (EIN 44-0545297)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-15
IRS object ID
201103199349305020
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-15T15:40:16-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN440545297EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ST LUKES HOSPITAL OF KANSAS CITYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTLUNameControl
Phone8169322000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14401 WORNALL ROADAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64111ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameAMY NACHTIGALName
TitleCFOTitle
Phone8169322000Phone
Date Signed2011-11-15DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonAMY NACHTIGALNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14401 WORNALL ROADAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64111ZIPCode
FieldValueIRS element (for citing)
Gross Receipts741156547GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SAINTLUKESHEALTHSYSTEM.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1882YearFormation
State Legal DomicileMOStateLegalDomicile
Activity Or Mission DescriptionTERTIARY CARE TEACHING HOSPITALActivityOrMissionDescription
Nbr Voting Members Governing Body43NbrVotingMembersGoverningBody
Nbr Independent Voting Members33NbrIndependentVotingMembers
Total Nbr Employees4125TotalNbrEmployees
Total Nbr Volunteers429TotalNbrVolunteers
Total Gross UBI419480TotalGrossUBI
Net Unrelated Business Txbl Income-211100NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year30073028ContributionsGrantsPriorYear
Contributions Grants Current Year21613430ContributionsGrantsCurrentYear
Program Service Revenue Prior Year449927239ProgramServiceRevenuePriorYear
Program Service Revenue CY471211812ProgramServiceRevenueCY
Investment Income Prior Year-7866371InvestmentIncomePriorYear
Investment Income Current Year7869816InvestmentIncomeCurrentYear
Other Revenue Prior Year7221716OtherRevenuePriorYear
Other Revenue Current Year6831685OtherRevenueCurrentYear
Total Revenue Prior Year479355612TotalRevenuePriorYear
Total Revenue Current Year507526743TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year9476914GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY24712187GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year222932595SalariesEtcPriorYear
Salaries Etc Current Year214672375SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year181921TotalFundrsngExpCurrentYear
Other Expense Prior Year233901499OtherExpensePriorYear
Other Expenses Current Year243058897OtherExpensesCurrentYear
Total Expenses Prior Year466311008TotalExpensesPriorYear
Total Expenses Current Year482443459TotalExpensesCurrentYear
Revenues Less Expenses Prior Year13044604RevenuesLessExpensesPriorYear
Revenues Less Expenses CY25083284RevenuesLessExpensesCY
Total Assets BOY995700874TotalAssetsBOY
Total Assets EOY1113018155TotalAssetsEOY
Total Liabilities BOY322658990TotalLiabilitiesBOY
Total Liabilities EOY381912521TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY673041884NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY731105634NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSAINT LUKE'S HOSPITAL IS A NOT-FOR-PROFIT TERIARY 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense427007470Expense
Grants24712187Grants
Revenue477206547Revenue
DescriptionALL 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. IN 2010, THERE WERE 87,757 PATIENT DAYS AND 4,480 NEWBORN DAYS. AS A VOLUNTARY, NONPROFIT, COMPREHENSIVE TEACHING AND REFERRAL ORGANIZATION, SAINT LUKE'S HOSPITAL IS COMMITTED TO SERVING ALL WHO SEEK OUR SERVICES REGARDLESS OF THEIR SOCIOECONOMIC STATUS. THOUGH WE HAVE PROVIDED SUCH CARE THROUGHOUT OUR 127-YEAR HISTORY, OUR COMMITMENT TO THOSE WITHOUT ADEQUATE MEANS TO PAY FOR THEIR CARE HAS GROWN SIGNIFICANTLY IN RECENT YEARS. 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.IN ADDITION TO THE SUBSTANTIAL AMOUNT OF FREE CARE PROVIDED, SAINT LUKE'S HOSPITAL HAS MADE A MAJOR COMMITTMENT TO MEDICAL AND NURSING EDUCATION. THIS INCLUDES THE SIGNIFICANT FUNDING REQUIREMENTS TO MAINTAIN AN ACCREDITED TEACHING AFFILIATION AND PROVIDE FOR THE TRAINING OF 111 RESIDENTS IN 25 MEDICAL SPECIALITIES OR SUB-SPECIALITIES. IN ADDITION, FOR PART OF THE YEAR, SAINT LUKE'S HOSPITAL OPERATED AN ACCREDITED COLLEGE OF NURSING, SAINT LUKE'S COLLEGE OF HEALTH SCIENCES. THE COLLEGE BECAME A SEPARATE ENTITY DURING 2010. SAINT LUKE'S HOSPITAL ALSO PROVIDES TRAINING PROGRAMS FOR RADIATION THERAPY, MEDICAL IMAGING, CHAPLAINS, PATIENT CARE TECHNICIANS AND PHLEBOTOMY. SAINT LUKE'S IS ALSO ACCREDITED TO OFFER CONTINUING MEDICAL EDUCATION PROGRAMS FOR PRACTICING PHYSICIANS. SAINT LUKE'S HOSPITAL ALSO INVESTS IN THE FUTURE OF HEALTH CARE THROUGH RESEARCH ACTIVITIES. OUR COMMITTMENT TO THE COMMUNITY, HOWEVER, GOES BEYOND THE WALLS OF THE INSTITUTION. WE ALSO COMMIT OUR RESOURCES AND STAFF TO A WIDE VARIETY OF HEALTH RELATED COMMUNITY BETTERMENT PROGRAMS SERVICING BOTH THE POOR AND THE WIDER COMMUNITY.Description
Total Program Service Expense427007470TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital1Hospital
Financial Stmt Attached0FinancialStmtAttached
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109611NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees4125NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members43NbrVotingGoverningBodyMembers
Number Independent Voting Members33NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture1InvestmentInJointVenture
Written Policy Or Procedure0WrittenPolicyOrProcedure
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8169322000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14401 WORNALL ROADAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64111ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (58 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
RT RVE BARRY R HOWE
BOARD MEMBER - CHAIRMAN2.00XX000
ROBERT H WEST
BOARD MEMBER - VICE CHAIRMAN2.00XX000
THOMAS W WAGSTAFF
BOARD MEMBER - PRESIDENT2.00XX000
DAVID W GIBSON
BOARD MEMBER - VICE PRESIDENT2.00XX000
JOHN R PHILLIPS
BOARD MEMBER - SECRETARY2.00XX000
MARSHALL H DEAN JR
BOARD MEMBER - TREASURER2.00XX000
WILLIAM J ALIBER
BOARD MEMBER2.00X000
THOMAS T CROUCH
BOARD MEMBER2.00X0204640
GREGORY M BENTZ
BOARD MEMBER2.00X000
TERRENCE P DUNN
BOARD MEMBER2.00X000
MARK BERNHARDT MD
BOARD MEMBER2.00X000
BUSH C HELZBERG
BOARD MEMBER2.00X000
JOHN HELZBERG MD
BOARD MEMBER2.00X000
ELLEN J HOCKADAY
BOARD MEMBER2.00X000
CHARLES D HORNER
BOARD MEMBER2.00X000
DANIEL P BOLEN
BOARD MEMBER2.00X000
THOMAS L BROWN
BOARD MEMBER2.00X000
J GRANT BURCHAM
BOARD MEMBER2.00X000
PETER S HOLT MD
BOARD MEMBER2.00X18752000
JOHN A MACDONALD
BOARD MEMBER2.00X000
DAVID T HUNT
BOARD MEMBER2.00X000
JAMES T LACY
BOARD MEMBER2.00X000
CANDICE MCDOWELL
BOARD MEMBER2.00X000
CHARLES M NEWELL
BOARD MEMBER2.00X000
DOUGLAS C MILLER
BOARD MEMBER2.00X000
ROBERT N SAWYER
BOARD MEMBER2.00X000
RICHARD G NORDEN
BOARD MEMBER2.00X000
RICHARD F OWEN
BOARD MEMBER2.00X000
JAMES P PACE
BOARD MEMBER2.00X000
BRUCE PENDLETON
BOARD MEMBER2.00X000
ALISON SCHOLES MD
BOARD MEMBER2.00X028680
DAVID POWELL
BOARD MEMBER2.00X000
STANLEY SHAFFER MD
BOARD MEMBER2.00X000
JOHN YEAGER
BOARD MEMBER - TERM ENDED 4/20102.00X000
SCOTT W SAYLER
BOARD MEMBER2.00X000
MARY SPRADLEY
BOARD MEMBER2.00X000
THOMAS L WAGSTAFF
BOARD MEMBER2.00X000
MINA STEEN
BOARD MEMBER2.00X000
MICHAEL THOMAS
BOARD MEMBER2.00X000
H GUYON TOWNSEND III
BOARD MEMBER2.00X000
THOMAS R WILLARD
BOARD MEMBER2.00X000
DEBORAH WILLIAMS
BOARD MEMBER2.00X000
JEFFREY A WATERS MD
BOARD MEMBER2.00X000
MICHAEL L WEAVER MD
BOARD MEMBER2.00X08188311423
JULIE QUIRIN
CEO & ASSIST SECR40.00X392731066462
DEBBIE WHITE
CNO, VICE PRESIDENT40.00X189695037594
JAMA JOHNSON
CFO40.00X282008044443
G RICHARD HASTINGS
ASSIST SECRETARY25.00X01930693193648
JANI JOHNSON
VICE PRESIDENT40.00X213580041744
CHARLES ROBB
ASSIST SECRETARY2.00X0567353217271
DORIS ROGERS
VICE PRESIDENT40.00X133473042082
KEVIN THORPE
SR VICE PRESIDENT40.00X201455064410
JOHN YEAST MD
VICE PRESIDENT40.00X359685036628
JEFFREY KUNIN MD
PHYSICIAN40.00694775036901X
TODD MOORE MD
PHYSICIAN40.00693684034445X
SHAYA ANSARI MD
PHYSICIAN40.00678749017035X
PABLO DELGADO MD
PHYSICIAN40.00672704030027X
SCOTT RAVIS MD
PHYSICIAN40.00787869013950X
FieldValueIRS element (for citing)
Total Reportable Comp From Org5487928TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2603261TotalReportableCompFrmRltdOrgs
Total Other Compensation888063TotalOtherCompensation
Number Individuals GT100 K161NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
JE DUNN CONSTRUCTION COMPANY
PO BOX 801150KANSAS CITYMO64180CONSTRUCTION & CONSTR MANAGEMENT73113659
UNIVERSITY OF MISSOURI - KANSAS CITY
PO BOX 805111KANSAS CITYMO64180MEDICAL RESIDENT SERVICES6396949
CARDIOVASCULAR CONSULTANTS
4330 WORNALL ROAD STE 2000KANSAS CITYMO64111MEDICAL SERVICES5594429
WESTPORT ANESTHESIA SERVICES INC
PO BOX 10370KANSAS CITYMO64171ANESTHESIA SERVICES5352126
P1 GROUP
16210 W 108TH STLENEXAKS66219FACILITIES MANAGEMENT5011011
FieldValueIRS element (for citing)
Number Of Contractors GT100 K89NumberOfContractorsGT100K
Related Organizations10400000RelatedOrganizations
Government Grants2614378GovernmentGrants
All Other Contributions8599052AllOtherContributions
Total Contributions21613430TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NET PATIENT REVENUE622110437942782437942782
REGIONAL LAB SERVICES6215001121695611216956
HOST HOSPITAL REVENUE62211029144102914410
COLLEGE OF NURSING61131017440771744077
CORP HEALTH MGMT&EAP622110966911966911

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column16426676TotalRevenueColumn
Related Or Exempt Function Income16013941RelatedOrExemptFunctionIncome
Unrelated Business Revenue412735UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue471211812TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column9469849TotalRevenueColumn
Unrelated Business Revenue6745UnrelatedBusinessRevenue
Exclusion$9,463,104ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column1288TotalRevenueColumn
Exclusion$1,288ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real497073Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real497073Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column497073TotalRevenueColumn
Exclusion$497,073ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities231955625Securities
Other72858Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities233629804Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-1674179Securities
Other72858Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-1601321TotalRevenueColumn
Related Or Exempt Function Income72858RelatedOrExemptFunctionIncome
Exclusion-$1,674,179ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EQUITY IN KCOI62211050136475013647
EQUITY IN AFFILIATES90009913209651320965
FieldValueIRS element (for citing)
Total Other Revenue6334612TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column507526743TotalRevenueColumn
Related Or Exempt Function Income477206547RelatedOrExemptFunctionIncome
Unrelated Business Revenue419480UnrelatedBusinessRevenue
Exclusion$8,287,286ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total24712187Total
Program Services24712187ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2105990Total
Management And General2105990ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total175715921Total
Program Services166992892ProgramServices
Management And General8550988ManagementAndGeneral
Fundraising172041Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total7264870Total
Program Services6821713ProgramServices
Management And General443157ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total16523450Total
Program Services15515520ProgramServices
Management And General999026ManagementAndGeneral
Fundraising8904Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total13062144Total
Program Services12265353ProgramServices
Management And General796791ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total39273Total
Management And General39273ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1202805Total
Management And General1202805ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total146163Total
Management And General146163ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total559686Total
Management And General559686ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total55175789Total
Program Services47999093ProgramServices
Management And General7176276ManagementAndGeneral
Fundraising420Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total15470Total
Program Services7746ProgramServices
Management And General7724ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total94504904Total
Program Services92564124ProgramServices
Management And General1940224ManagementAndGeneral
Fundraising556Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2066566Total
Program Services1271915ProgramServices
Management And General794651ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total10956932Total
Program Services8662437ProgramServices
Management And General2294495ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total504742Total
Program Services447555ProgramServices
Management And General57187ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total459487Total
Program Services429352ProgramServices
Management And General30135ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total5732990Total
Program Services4517596ProgramServices
Management And General1215394ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total19964538Total
Program Services15800384ProgramServices
Management And General4164154ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total5590140Total
Program Services4550003ProgramServices
Management And General1040137ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
SHARED SERVICES318000001080890920991091
BAD DEBT1100147511001475
SWAP RELATED COSTS20842891642420441869

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1253648Total
Program Services996796ProgramServices
Management And General256852ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total482443459Total
Program Services427007470ProgramServices
Management And General55254068ManagementAndGeneral
Fundraising181921Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY10602180BOY
EOY15722005EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY76507995BOY
EOY14618240EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY63856551BOY
EOY69476761EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY330850BOY
EOY1138394EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY9779015BOY
EOY9590325EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7179431BOY
EOY7512005EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis629140114LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec229319046LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY316933174BOY
EOY399821068EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY45406045BOY
EOY65869733EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY301784355BOY
EOY315250537EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY32532054BOY
EOY41979049EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY5056967BOY
EOY6497370EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY125732257BOY
EOY165542668EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY995700874BOY
EOY1113018155EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY55629086BOY
EOY50623659EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY556968BOY
EOY3320EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY249048374BOY
EOY299462731EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY17424562BOY
EOY31822811EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY322658990BOY
EOY381912521EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY542619464BOY
EOY597743905EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY92204113BOY
EOY97694606EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY38218307BOY
EOY35667123EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY673041884BOY
EOY731105634EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY995700874BOY
EOY1113018155EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses25083284ReconcilationRevenueExpenses
Reconcilation Other Changes32980466ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members1MailingsMembers
Mailings Members$40,248MailingsMembersAmount
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations1GrantsOtherOrganizations
Grants Other Organizations$34,998GrantsOtherOrganizationsAmount
Direct Contact Legislators0DirectContactLegislators
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB75246TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF OTHER LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1I:ReturnReference
ExplanationLINE F-PORTION OF DUES PAID TO HOSPITAL, MEDICAL, & CIVIC ASSOCIATIONS USED TOWARD LOBBYING ACTIVITIES.Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance12913296BeginningOfYearBalance
Contributions446175Contributions
Investment Earnings Or Losses1409156InvestmentEarningsOrLosses
Other Expenditures907425OtherExpenditures
End Of Year Balance13861202EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance11473500BeginningOfYearBalance
Contributions410455Contributions
Investment Earnings Or Losses1636652InvestmentEarningsOrLosses
Other Expenditures607311OtherExpenditures
End Of Year Balance12913296EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance17822493BeginningOfYearBalance
Contributions384178Contributions
Investment Earnings Or Losses-1606263InvestmentEarningsOrLosses
Other Expenditures5126908OtherExpenditures
End Of Year Balance11473500EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.80330BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.19670PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis564264InvestmentCostOrOtherBasis
Other Cost Or Other Basis5920710OtherCostOrOtherBasis
Book Value6484974BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis198427749OtherCostOrOtherBasis
Depreciation79847696Depreciation
Book Value118580053BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis4560844OtherCostOrOtherBasis
Depreciation3317166Depreciation
Book Value1243678BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis207917252OtherCostOrOtherBasis
Depreciation140873823Depreciation
Book Value67043429BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis211749295OtherCostOrOtherBasis
Depreciation5280361Depreciation
Book Value206468934BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings399821068TotalOfBookValueLandBuildings

Other Securities OtherSecurities (14 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
PASSIVE BOND MARKET INDEX SL COMMON TRUST152047970F
SELECTINVEST MULTISTRATEGY LTD2644418F
CADOGEN ALTERNATIVE STARTEGIES FUND LTD14912107F
FINANCIAL SQUARE TRUST PRIME-COMMERCE BANK4637334F
WADDELL & REED SMALL CAP GROWTH FUND5913377F
PATHEON USA FUND VII LP3414965F
CASH-AGENCY ACCOUNTS257130F
SSGA RUSSELL 1000 INDEX52829085F
SIGULER GUFF DISTRESSED7191593F
SSGA TIPS33334139F
1607 CAPITAL EQUITY FUND20326958F
SSGA MSCI EAFE INDEX10275203F
AETHER REAL ASSETS466258F
CASH-MONEY MARKET7000000F
FieldValueIRS element (for citing)
Total Of Book Value Securities315250537TotalOfBookValueSecurities

Other Assets OtherAssets (7 entries)

DescriptionDescriptionBook ValueBookValue
INVESTMENT IN AFFILIATES3194565
RECEIVABLES FROM AFFILIATES5809599
INVESTMENT IN HOSPITAL LINEN SERVICE485000
OTHER ASSETS52463
INTEREST IN ASSETS OF FOUNDATION - SFAS 136119500526
FIN 45 PHYSICIAN GUARANTEE ASSETS14568648
PROJECT FUND 2010A BONDS21931867
FieldValueIRS element (for citing)
Total Book Value Other Assets165542668TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
RESERVE FOR SELF INSURED RISKS$11,629,288
OTHER CURRENT LIABILITIES$2,243,618
OTHER NONCURRENT LIABILITIES$1,823,782
PAYABLES TO AFFILIATES$1,557,475
FIN 45 PHYSICIAN GUARANTEE LIABILITY$14,568,648
FieldValueIRS element (for citing)
Total Of Amounts31822811TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:SAINT LUKE'S HOSPITAL'S ENDOWMENT FUNDS ARE PRIMARILY INTENDED TO PROVIDE SCHOLARSHIPS FOR STUDENTS ENROLLED IN HEALTH SCIENCES PROGRAMS AT SAINT LUKE'S COLLEGE, 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 HOSPITAL FOUNDATION PER SFAS 136. SUCH ASSETS ARE REPORTED IN PART X, LINE 15.
PART XI, XII, AND XIII - THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
FPG Reference Free Care1FPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent400XPcent400
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget0ExpensesExceededBudget
Annual Community Benefit Report0AnnualCommunityBenefitReport

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense19274362TotalCommunityBenefitExpense
Direct Offsetting Revenue12380100DirectOffsettingRevenue
Net Community Benefit Expense6894262NetCommunityBenefitExpense
Percent Of Total Expense0.01410PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense69383774TotalCommunityBenefitExpense
Direct Offsetting Revenue60986331DirectOffsettingRevenue
Net Community Benefit Expense8397443NetCommunityBenefitExpense
Percent Of Total Expense0.01710PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense88658136TotalCommunityBenefitExpense
Direct Offsetting Revenue73366431DirectOffsettingRevenue
Net Community Benefit Expense15291705NetCommunityBenefitExpense
Percent Of Total Expense0.03120PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense1879660TotalCommunityBenefitExpense
Direct Offsetting Revenue497213DirectOffsettingRevenue
Net Community Benefit Expense1382447NetCommunityBenefitExpense
Percent Of Total Expense0.00280PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense20025160TotalCommunityBenefitExpense
Direct Offsetting Revenue7357153DirectOffsettingRevenue
Net Community Benefit Expense12668007NetCommunityBenefitExpense
Percent Of Total Expense0.02580PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense9218528TotalCommunityBenefitExpense
Direct Offsetting Revenue4245477DirectOffsettingRevenue
Net Community Benefit Expense4973051NetCommunityBenefitExpense
Percent Of Total Expense0.01010PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense4848086TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense4848086NetCommunityBenefitExpense
Percent Of Total Expense0.00990PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense148459TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense148459NetCommunityBenefitExpense
Percent Of Total Expense0.00030PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense36119893TotalCommunityBenefitExpense
Direct Offsetting Revenue12099843DirectOffsettingRevenue
Net Community Benefit Expense24020050NetCommunityBenefitExpense
Percent Of Total Expense0.04890PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense124778029TotalCommunityBenefitExpense
Direct Offsetting Revenue85466274DirectOffsettingRevenue
Net Community Benefit Expense39311755NetCommunityBenefitExpense
Percent Of Total Expense0.08010PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReported
Bad Debt Expense$2,965,559BadDebtExpenseAmount
Amount Reimbursed By Medicare149966176AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare178154818CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-28188642MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection Policy1WrittenDebtCollectionPolicy
Provision For Charity Care1ProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (3 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivityOrganization Profit Or OwnershipOrganizationProfitOrOwnershipPhysicans Profit Or OwnershipPhysicansProfitOrOwnership
1 KANSAS CITY ORTHOPAEDIC INSTITUTE LLC
ORTHOPAEDIC SERVICES0.400000.46670
3 HEALTH OUTCOMES SCIENCES LLC
RESEARCH0.011200.51050
4 SAINT LUKE'S - GI DIAGNOSTICS LLC
GASTROENTEROLOGY SERVICES0.510000.49000
FieldValueIRS element (for citing)
Number Of Hospital Facilities1NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

FieldValueIRS element (for citing)
Facility Number1FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1ST LUKES HOSPITAL OF KANSAS CITYBusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line14401 WORNALL ROADAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64111ZIPCode
FieldValueIRS element (for citing)
Licensed HospitalXLicensedHospital
General Medical And SurgicalXGeneralMedicalAndSurgical
Teaching HospitalXTeachingHospital
Research FacilityXResearchFacility
Er24 HoursXEr24Hours

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1NOT REQUIREDBusinessNameLine1
FieldValueIRS element (for citing)
Hospital Facility Number1HospitalFacilityNumber

Form990 Schedule H Part VI Form990ScheduleHPartVI (11 entries)

ExplanationExplanation
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 $1,988,000 IN UNREIMBURSED COSTS FOR COMMUNITY SERVICE PHYSICIAN CLINICS.
PART I, L7 COL(F): OUR TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN (A) WAS $482,443,459. THE TOTAL EXPENSE FROM REPORTABLE JOINT VENTURES WAS $19,546,412. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT WAS $11,001,475 FROM THE ORGANIZATION AND $302,482 FROM REPORTABLE JOINT VENTURES. THIS LEFT US WITH A TOTAL EXPENSE OF $490,685,914 FOR PURPOSES OF CACLULATING LINE 7, COLUMN (F),
PART III, LINE 4: BAD DEBT EXPENSE IS REPORTED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT 15 IS FOLLOWED TO THE EXTENT IT ALIGNS WITH GAAP.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. THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON ITS REVIEW OF ACCOUNTS RECEIVABLE PAYOR COMPOSITION AND AGING, TAKING INTO CONSIDERATION RECENT WRITE-OFF EXPERIENCE BY PAYOR CATEGORY, PAYOR AGREEMENT RATE CHANGES, AND OTHER FACTORS. THE RESULTS OF THESE EVALUATIONS ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR BAD DEBTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES. AFTER AMOUNTS DUE FROM THIRD PARTY PAYORS ARE SATISFIED, THE SYSTEM FOLLOWS ESTABLISHED GUIDELINES FOR PLACING CERTAIN PAST-DUE PATIENT BALANCES WITH EXTERNAL COLLECTION AGENCIES.COSTING METHOLOGY: THE RATIO OF PATIENT CARE COST TO CHARGES (FROM MEDICARE COST REPORT) IS APPLIED TO THE BAD DEBT EXPENSE FROM OUR FINANCIAL STATEMENTS TO CALCULATE COST OF BAD DEBT ON LINE 2. DISCOUNTS AND ALLOWANCES ARE ACCOUNTED FOR SEPARATELY FROM BAD DEBT EXPENSE. THIS RATIO CALCULATION IS PERFORMED SEPARATELY FOR HOSPITAL FACILITY REVENUES AND PHYSICIAN PROFESSIONAL REVENUES.
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: THE HOSPITAL FOLLOWS THE SAINT LUKE'S HEALTH SYSTEM POLICIES FOR THE UNINSURED. IN ADDITION TO THESE POLICIES, 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 PERTAINING TO POSSIBLE NEED IN PAYING THEIR BILL, INFORMATION UPON CHECK IN LOCATED IN THE ADMITTING PATIENT PACKETS, ON OUR B-131 RELEASE TO TREAT FORMS SIGNED BY ALL PATIENTS REQUESTING SERVICES, AND VISITS BY SOCIAL WORKER TEAMS WHEN AN IN-PATIENT AS WELL AS 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 HUMAN ARC, AN ELIGIBILITY ENROLLMENT SERVICE COMPANY THAT SCREENS ALL UNINSURED PATIENTS WITH A BALANCE OVER $2,000, ANY PATIENT IDENTIFIED BY A SOCIAL WORKER AS WELL AS ON ALL PATIENTS THAT REQUEST ASSISTANCE IN APPLYING FOR POSSIBLE MEDICAID OR OTHER GOVERNMENT COVERAGE.
PART VI, LINE 4: THE HOSPITAL IS A 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, BRAIN AND STROKE SERVICES, 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 6: 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) PARTICIPATION IN THE METROCARE PROGRAM OF THE METROPOLITAN MEDICAL SOCIETY, WHICH OFFERS FREE CARE FOR ELECTIVE PROCEDURES FOR THE UNINSURED COMMUNITY; 3) DIABETES EDUCATION PROGRAMS AND PARENT EDUCATION AND PRENATAL EDUCATION; 4) PSYCHIATRIC SERVICES; AND 5) FORMAL RESEARCH ACTIVITIES.
PART VI, LINE 7: THE HOSPITAL IS AFFILIATED WITH SAINT LUKE'S HEALTH SYSTEM, WHICH CONSISTS OF 11 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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
SLCC INC (501C3 AFFILIATE)
4330 WORNALL ROAD STE 2000KANSAS CITYMO64111271994652501(C)(3)16037028CAPITAL FUNDS TRANSFER
SAINT LUKE'S MEDICAL GROUP (501C3 AFFILIATE)
6750 ANTIOCH RD STE 210SHAWNEE MISSIONKS64086431598353501(C)(3)4979996CAPITAL FUNDS TRANSFER
EPISCOPAL COMMUNITY SERVICES
11 EAST 40TH STREETKANSAS CITYMO64111431525298501(C)(3)40000COMMUNITY DONATION - HUNGER ASSISTANCE
MEDICAL PLAZA IMAGING ASSOCIATES LLC (501C3 AFFILIATE)
4401 WORNALL ROADKANSAS CITYMO64111431609584501(C)(3)NET CAPITAL ASSET TRANSFER2252681BOOK VALUENET CAPITAL ASSET TRANSFER
MIDWEST EAR INSTITUTE (501C3 AFFILIATE)
4200 PENNSYLVANIA STE 100KANSAS CITYMO64111480905027501(C)(3)35140NET CAPITAL ASSET TRANSFER
SAINT LUKE'S COLLEGE OF HEALTH SCIENCES (501C3 AFFILIATE)
8320 WARD PARKWAY STE 300KANSAS CITYMO64114272716128501(C)(3)NET CAPITAL ASSET TRANSFER1066497BOOK VALUENET CAPITAL ASSET TRANSFER
ST LUKE'S HOSPITAL FOUNDATION
4225 BALTIMORE AVENUEKANSAS CITYMO64111446014699501(C)(3)8320CHARITABLE DONATION TO BENEFIT COMMUNITY
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants7TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations7TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: GRANTS ARE PROVIDED TO QUALIFIED 501(C)(3) CHARITIES. ALL DONEE INFORMATION IS KEPT AS PART OF THE ORGANIZATION'S BOOKS AND RECORDS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractXWrittenEmploymentContract
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
PETER S HOLT MD
000018752000000187520000
JULIE QUIRIN
34717405004550705593001053204591930307330
DEBBIE WHITE
186343050033020117940258000227289000
JAMA JOHNSON
24660105003535702450001994303264510214700
G RICHARD HASTINGS
06866760100005002439670166162027486021243410111826
JANI JOHNSON
211581050019490131870285570255324000
CHARLES ROBB
045538005001119230208361089100784624092973
DORIS ROGERS
128506050049170179530241290175555018590
KEVIN THORPE
196573050048320386660257440265865000
JOHN YEAST MD
35715105002484098000268280396313000
JEFFREY KUNIN MD
69365805001067085750283260731676000
TODD MOORE MD
39045603028120416098000246450728129000
SHAYA ANSARI MD
47863701988860122608575084600695784000
PABLO DELGADO MD
545261012605001393085750214520702731000
SCOTT RAVIS MD
37824804043980522306125078250801819000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 4B457(F) PLAN PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: RICHARD HASTINGS - $0 CHARLES ROBB - $87,239
PART IIICHARLES ROBB AND RICHARD HASTINGS 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. BONUS AND INCENTIVE COMPENSATION FOR RICHARD HASTINGS IS PAYMENT OF A 5-YEAR RETENTION BONUS.SUPPLEMENTAL INFORMATION

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
JE DUNN CONSTRUCTION
JE DUNN CONSTRUCTION CO. OWNED > 35% BY FAMILY OF TERRENCE DUNN.73113659CONSTRUCTION0
DIXON DIVELY
MARK BERNHARDT IS >5% MEMBER & OFFICER OF DIXON DIVELY.635000MEDICAL SERVICES0
MID-AMERICA GASTRO-INTESTINAL CONSULTANTS
JOHN HELZBERG IS A >5% OWNER OF MID-AMERICA GASTRO-INTESTINAL CONSULTANTS.342501MEDICAL SERVICES0
WAGSTAFF & CARTMELL
THOMAS L. & THOMAS W. WAGSTAFF, FAMILY MEMBERS, ARE >5% PARTNERS397574LEGAL SERVICES0
(no name)
0
METRO EMERGENCY PHYSICIANS LLC
ALISON SCHOLES IS >5% MEMBER OF METRO EMERGENCY PHYSICIANS, LLC605595MEDICAL SERVICES0
KANSAS CITY POWER & LIGHT
ROBERT WEST IS A DIRECTOR OF KANSAS CITY POWER & LIGHT2630718PUBLIC UTILITIES0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2THOMAS L WAGSTAFF, THOMAS W WAGSTAFF, RICHARD WAGSTAFF - FAMILY RELATIONSHIP. THOMAS L WAGSTAFF AND THOMAS W WAGSTAFF - BUSINESS RELATIONSHIP. ELLEN HOCKADY AND GRANT BURCHAM - FAMILY RELATIONSHIP. JOHN R PHILIPS AND CHARLES D HORNER - BUSINESS RELATIONSHIP. CHARLES ROBB, RICHARD HASTINGS 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 3AS PART OF AN INTEGRATED HEALTH SYSTEM, THE ORGANIZATION ROUTINELY DELEGATED VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES.
FORM 990, PART VI, SECTION B, LINE 11THE 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.
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 COMPLIANCE OFFICER OR THE SYSTEM VICE PRESIDENT OF HUMAN RESOURCES 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 12C
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 CERTAIN OTHER 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 COMPETITITVENESS (IN TOTAL AND BY EACH COMPENSATION ELEMENT) FOR THE EXECUTIVES USING APPROPRIATE COMPARABILITY DATA. COMPENSATION COMMITTEE ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE. COMPENSATION FOR OFFICERS NOT REVIEWED BY THE COMPENSATION COMMITTEE IS SET/APPROVED ANNUALLY BY SAINT LUKE'S HEALTH SYSTEM EXECUTIVE MANAGEMENT BASED ON MARKET COMPENSATION SURVEYS AND COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM.FORM 990, PART VI, SECTION B, LINE 15
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT PUBLICLY AVAILABLE.FORM 990, PART VI, SECTION C, LINE 19
RICHARD HASTINGS, CHARLES ROBB, 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. RICHARD HASTINGS AND CHARLES ROBB WORKED 50 HOURS OR MORE PER WEEK FOR THE RELATED ORGANIZATIONS. MICHAEL WEAVER WORKED PART-TIME FOR THE RELATED ORGANIZATIONS.FORM 990, PART VII, COLUMN E
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 30,253,202. PENSION LIABILITY TRANSFER -762,402. RRG DIVIDEND -523,373. TRANSFER FROM RESTRICTED ACCTS NOT RECORDED IN OPERATING ACCTS 2,391,780. OTHER RESTRICTED ACCOUNT ACTIVITY -57,805. CHANGE IN THE INTEREST IN ASSETS OF FOUNDATION - SFAS 136 1,991,403. RESTRICTED ACCOUNT ACTIVITY RECOGNIZED IN PRIOR YEAR -312,340. ROUNDING 1. TOTAL TO FORM 990, PART XI, LINE 5: 32,980,466.FORM 990, PART XI, LINE 5:
THE ORGANIZATION IS PART OF THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM (SLHS). THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF SLHS IS RESPONSIBLE FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.FORM 990, PART XI, LINE 2
INVESTMENT INCOMEINVESTMENT INCOME INCLUDES $523,373 OF SUBSCRIBER SAVINGS ACCOUNT ALLOCATION FROM RELATED RISK RETENTION GROUP.FORM 990, PART VIII, LINE 3
TAX EXEMPT BOND LIABILITIESTHE 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.FORM 990, PART X, BALANCE SHEET, LINE 20

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsDirect Controlling Entity NADirectControllingEntityNA
SAINT LUKE'S HOSPITAL MEDICAL SERVICES LLC
4401 WORNALL ROADKANSAS CITYMO64111870806554PHYSICIAN SERVICES-BILLIINGMO00N/A
SAINT LUKE'S PHYSICIAN SPECIALISTS LLC
4401 WORNALL ROADKANSAS CITYMO64111760820877PHYSICIAN SERVICES-BILLIINGMO00N/A

Form990 Schedule R Part II Form990ScheduleRPartII (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
SAINT LUKES HEALTH SYSTEM INC
10920 ELM AVENUEKANSAS CITYMO64134431747502HEALTH SYSTEMKS501(C)(3)509(A)(3) - TYPE 1ST LUKES HOSPITAL OF KANSAS CITY0
SAINT LUKES NORTHLAND HOSPITAL
601 S 169 HWYSMITHVILLEMO64089440545393HEALTH CAREMO501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
SAINT LUKES SOUTH HOSPITAL
12300 METCALF AVEOVERLAND PARKKS66213481203262HEALTH CAREKS501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
SAINT LUKES EAST HOSPITAL
100 NE SAINT LUKES BLVDLEES SUMMITMO64086562488077HEALTH CAREMO501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
SAINT LUKES MEDICAL GROUP
6750 ANTIOCH STE 210SHAWNEE MISSIONKS66204431598353HEALTH CAREMO501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
CRITTENTON
10918 ELM AVENUEKANSAS CITYMO64134440545808HEALTH CAREMO501(C)(3)170B1AIIIST LUKES HOSPITAL OF KANSAS CITY0
SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE
3100 BROADWAY STE 1000KANSAS CITYMO64111431127200HEALTH CAREMO501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
SAINT LUKES HOSPITAL OF TRENTON
701 EAST FIRSTTRENTONMO64683431707306HEALTH CAREMO501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
SAINT LUKES HOSPITAL OF GARNETT
421 SOUTH MAPLEGARNETTKS66032742849611HEALTH CAREKS501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
CABOT WESTSIDE HEALTH CENTER
2121 SUMMITKANSAS CITYMO64108440546280HEALTH CAREMO501(C)(3)170B1AVISAINT LUKES HEALTH SYSTEM INC0
MIDWEST EAR INSTITUTE INC
4200 PENNSYLVANIA STE 100KANSAS CITYMO64111480905027HEALTH CAREKS501(C)(3)170B1AIIIST LUKES HOSPITAL OF KANSAS CITY0
SAINT LUKE'S HOSPITAL OF CHILLICOTHE
100 CENTRAL STREETCHILLICOTHEMO64601431735565HEALTH CAREMO501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
CUSHING MEMORIAL HOSPITAL CORPORATION
711 MARSHALLLEAVENWORTHKS66048480543792HEALTH CAREKS501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
SAINT LUKES CANCER INSTITUTE LLC
4321 WASHINGTON STE 5100KANSAS CITYMO64111431933950HEALTH CAREMO501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
SAINT LUKES CARE
10920 ELM AVENUEKANSAS CITYMO64111260185090HEALTH CAREMO501(C)(3)509(A)(3) - TYPE 1SAINT LUKES HEALTH SYSTEM INC0
MEDICAL PLAZA IMAGING ASSOCIATES LLC
4401 WORNALL ROADKANSAS CITYMO64111431609584HEALTH CAREMO501(C)(3)170B1AIIISAINT LUKES HEALTH SYSTEM INC0
SAINT LUKE'S COLLEGE OF HEALTH SCIENCES
8320 WARD PARKWAY STE 300KANSAS CITYMO64114272716128POST-SECONDARY NURSING EDUCATIONMO501(C)(3)170B1AIIST LUKES HOSPITAL OF KANSAS CITY0
SLCC INC
4330 WORNAL ROAD STE 2000KANSAS CITYMO64111271994652HEALTH CAREKSAPPLYING FOR 501C3APPLYING FOR 170B1AISAINT LUKES HEALTH SYSTEM INC0

Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartnerPercentage OwnershipPercentageOwnershipDirect Controlling Entity NADirectControllingEntityNA
MEDICAL PLAZA PARTNERS LP
4320 WORNALL ROAD SUITE 410KANSAS CITYMO64111431357824MEDICAL OFFICE BLDG RENTAL REAL ESTATEMOST LUKES HOSPITAL OF KANSAS CITYRELATED2603414149630000.16496
MEDICAL PARK ASSOCIATES A LP
601 SOUTH 169 HWYSMITHVILLEMO64089431311049MEDICAL OFFICE BLDG RENTAL REAL ESTATEMON/A
SAINT LUKES SURGICENTER - LEES SUMMIT LLC
11221 ROE AVE STE 230OVERLAND PARKKS66211470853481HEALTH CAREMON/A
SAINT LUKE'S SURGICENTER LLC
11221 ROE AVE SUITE 230OVERLAND PARKKS66211201721929HEALTH CAREKSN/A
FAMILY ADVOCATES LLC
10918 ELM AVENUEKANSAS CITYMO64134202739036FOSTER CAREMON/A
SAINT LUKE CARDIOLOGY SERVICES LLC
10920 ELM AVENUEKANSAS CITYMO64134263726426HEALTH CAREMOST LUKES HOSPITAL OF KANSAS CITYRELATED10001
SAINT LUKE'S GI DIAGNOSTICS LLC
4321 WASHINGTON STE 5700KANSAS CITYMO64111274142549HEALTH CAREMOST LUKES HOSPITAL OF KANSAS CITYRELATED01

Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Share Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP
10920 ELM AVENUEKANSAS CITYMO64134371471890INSURANCESCN/AC
ST LUKES HEALTH VENTURES INC
4320 WORNALL ROADKANSAS CITYMO64111431278476ACCOUNTINGMOCSAINT LUKES HOSPITAL6226036523411.00000
MEDICAL PLAZA MANAGEMENT INC
4320 WORNALL ROADKANSAS CITYMO64111431352317MEDICAL OFFICE BLDG MANAGEMENTMOCST LUKES HEALTH VENTURES INC
VENTURE FINANCIAL SERVICES INC
4320 WORNALL ROADKANSAS CITYMO64111431605740COLLECTION SERVICESMOCST LUKES HEALTH VENTURES INC
SPELMAN DEVELOPMENT CORPORATION
601 S 169 HWYSMITHVILLEMO64089431296007HEALTHCAREMON/AC
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org1SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org1PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (141 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
SAINT LUKES HOSPITAL OF GARNETT
A7600FMV
CABOT WESTSIDE HEALTH CENTER
A82007FMV
CUSHING MEMORIAL HOSPITAL
A556826FMV
SLCC INC
A89431FMV
SAINT LUKES CANCER INSTITUTE
A1486103FMV
SAINT LUKES SOUTH HOSPITAL
A390061FMV
SAINT LUKES HEALTH SYSTEM
A5634FMV
SAINT LUKES HOSPITAL OF GARNETT
B340CASH OR BOOK VALUE
MEDICAL PLAZA IMAGING ASSOCIATES LLC
B2252681CASH OR BOOK VALUE
SAINT LUKES COLLEGE OF HEALTH SCIENCES
B1066497CASH OR BOOK VALUE
MIDWEST EAR INSTITUTE
B35140CASH OR BOOK VALUE
CABOT WESTSIDE HEALTH CENTER
D650000CASH
CUSHING MEMORIAL HOSPITAL
D8000000CASH
MIDWEST EAR INSTITUTE
D50000CASH
SLCC INC
D4250000CASH
SAINT LUKES CANCER INSTITUTE
D500000CASH
SAINT LUKES SOUTH HOSPITAL
D200000CASH
MEDICAL PLAZA IMAGING ASSOCIATES LLC
F9753BOOK VALUE
MIDWEST EAR INSTITUTE
F582BOOK VALUE
SAINT LUKES CANCER INSTITUTE
F1710BOOK VALUE
SAINT LUKES EAST HOSPITAL
F145275BOOK VALUE
SAINT LUKES SOUTH HOSPITAL
F2972BOOK VALUE
MEDICAL PLAZA IMAGING ASSOCIATES LLC
G26325BOOK VALUE
SAINT LUKES CANCER INSTITUTE
G1006648BOOK VALUE
SAINT LUKES EAST HOSPITAL
G10000BOOK VALUE
CRITTENTON
J3109FMV
SAINT LUKES MEDICAL GROUP
J33367FMV
SAINT LUKES HOSPITAL OF GARNETT
K37440COST
CABOT WESTSIDE HEALTH CENTER
K107657COST
CRITTENTON
K75819COST
CUSHING MEMORIAL HOSPITAL
K553838COST
SAINT LUKE'S HOPITAL OF CHILLICOTHE
K515788COST
MEDICAL PLAZA IMAGING ASSOCIATES LLC
K1526307COST
CABOT WESTSIDE HEALTH CENTER
K115351COST
MIDWEST EAR INSTITUTE
K3483COST
SLCC INC
K15581COST
SAINT LUKES CANCER INSTITUTE
K2674349COST
SAINT LUKES COLLEGE OF HEALTH SCIENCES
K1807COST
SAINT LUKES EAST HOSPITAL
K1359153COST
SAINT LUKES HEALTH SYSTEM
K3583641COST
SAINT LUKES HEALTH VENTURES
K166COST
SAINT LUKES HOME CARE & HOSPICE
K32064COST
SAINT LUKES MEDICAL GROUP
K48170COST
SAINT LUKES NORTHLAND HOSPITAL
K1662422COST
SAINT LUKES SOUTH HOSPITAL
K1284825COST
SAINT LUKES HOSPITAL OF TRENTON
K122200COST
CRITTENTON
L4240COST
CUSHING MEMORIAL HOSPITAL
L400COST
SAINT LUKES HOSPITAL OF CHILLICOTHE
L365COST
MEDICAL PLAZA IMAGING ASSOCIATES LLC
L6299COST
SLCC INC
L35624COST
SAINT LUKES CANCER INSTITUTE
L1161046COST
SAINT LUKES EAST HOSPITAL
L59260COST
SAINT LUKES HEALTH SYSTEM
L33798513COST
SAINT LUKES HOME CARE & HOSPICE
L37382COST
SAINT LUKES MEDICAL GROUP
L37217COST
SAINT LUKES NORTHLAND HOSPITAL
L5950COST
SAINT LUKES SOUTH HOSPITAL
L5128COST
VENTURE FINANCIAL SERVICES
L32096COST
SAINT LUKES HOSPITAL OF TRENTON
L171COST
SAINT LUKES HOSPITAL OF GARNETT
N7168COST
CABOT WESTSIDE HEALTH CENTER
N-22097COST
CRITTENTON
N81028COST
CUSHING MEMORIAL HOSPITAL
N543702COST
SAINT LUKES HOSPITAL OF CHILLICOTHE
N398906COST
MEDICAL PLAZA IMAGING ASSOCIATES LLC
N-43302COST
MIDWEST EAR INSTITUTE
N19094COST
SLCC INC
N41048COST
SAINT LUKES CANCER INSTITUTE
N948527COST
SAINT LUKES COLLEGE OF HEALTH SCIENCES
N12705COST
SAINT LUKES EAST HOSPITAL
N2941468COST
SAINT LUKES HEALTH SYSTEM
N565347COST
SAINT LUKES HEALTH VENTURES
N257354COST
SAINT LUKES HOME CARE & HOSPICE
N22741COST
SAINT LUKES MEDICAL GROUP
N-138047COST
SAINT LUKES NORTHLAND HOSPITAL
N2280169COST
SAINT LUKES SOUTH HOSPITAL
N2360462COST
SAINT LUKES HOSPITAL OF TRENTON
N64415COST
SAINT LUKES HOSPITAL OF GARNETT
O2330COST
CRITTENTON
O2165COST
CUSHING MEMORIAL HOSPITAL
O4387COST
SAINT LUKES HOSPITAL OF CHILLICOTHE
O26102COST
MEDICAL PLAZA IMAGING ASSOCIATES LLC
O35941COST
MEDICAL PLAZA PARTNERS
O4186COST
MIDWEST EAR INSTITUTE
O2867COST
SLCC INC
O288152COST
SAINT LUKES CANCER INSTITUTE
O556242COST
SAINT LUKES EAST HOSPITAL
O53361COST
SAINT LUKES HEALTH SYSTEM
O42922017COST
SAINT LUKES HOME CARE & HOSPICE
O7742COST
SAINT LUKES MEDICAL GROUP
O71418COST
SAINT LUKES NORTHLAND HOSPITAL
O18310COST
SAINT LUKES SOUTH HOSPITAL
O30359COST
SAINT LUKES HOSPITAL OF TRENTON
O3529COST
SAINT LUKES HOSPITAL OF GARNETT
P2188COST
CABOT WESTSIDE HEALTH CENTER
P272COST
CRITTENTON
P11430COST
CUSHING MEMORIAL HOSPITAL
P28960COST
SAINT LUKES HOSPITAL OF CHILLICOTHE
P16892COST
MEDICAL PLAZA IMAGING ASSOCIATES LLC
P605755COST
MIDWEST EAR INSTITUTE
P3329COST
SLCC INC
P326619COST
SAINT LUKES CANCER INSTITUTE
P177179COST
SAINT LUKES COLLEGE OF HEALTH SCIENCES
P101247COST
SAINT LUKES EAST HOSPITAL
P693392COST
SAINT LUKES HEALTH SYSTEM
P3321923COST
SAINT LUKES HOME CARE & HOSPICE
P58201COST
SAINT LUKES MEDICAL GROUP
P45290COST
SAINT LUKES NORTHLAND HOSPITAL
P1430726COST
SAINT LUKES SOUTH HOSPITAL
P1168228COST
SAINT LUKES HOSPITAL OF TRENTON
P742COST
CUSHING MEMORIAL HOSPITAL
Q107469CASH OR BOOK VALUE
MEDICAL PLAZA IMAGING ASSOCIATES LLC
Q875CASH OR BOOK VALUE
MEDICAL PLAZA PARTNERS
Q247362CASH OR BOOK VALUE
SLCC INC
Q1265945CASH OR BOOK VALUE
SAINT LUKES CANCER INSTITUTE
Q1653223CASH OR BOOK VALUE
SAINT LUKES EAST HOSPITAL
Q295083CASH OR BOOK VALUE
SAINT LUKES HEALTH SYSTEM
Q189095CASH OR BOOK VALUE
SAINT LUKES MEDICAL GROUP
Q9473CASH OR BOOK VALUE
SAINT LUKES NORTHLAND HOSPITAL
Q259459CASH OR BOOK VALUE
SAINT LUKES SOUTH HOSPITAL
Q1939813CASH OR BOOK VALUE
VENTURE FINANCIAL SERVICES
Q635062CASH OR BOOK VALUE
SAINT LUKES HOSPITAL OF TRENTON
R12726CASH OR BOOK VALUE
CRITTENTON
R3719CASH OR BOOK VALUE
CUSHING MEMORIAL HOSPITAL
R227949CASH OR BOOK VALUE
SAINT LUKES HOSPITAL OF CHILLICOTHE
R43992CASH OR BOOK VALUE
MEDICAL PLAZA IMAGING ASSOCIATES LLC
R1604972CASH OR BOOK VALUE
SAINT LUKES HOSPITAL OF GARNETT
Q301966CASH OR BOOK VALUE
SLCC INC
R223858CASH OR BOOK VALUE
SAINT LUKES CANCER INSTITUTE
R37311CASH OR BOOK VALUE
SAINT LUKES COLLEGE OF HEALTH SCIENCES
R1529259CASH OR BOOK VALUE
SAINT LUKES EAST HOSPITAL
R1641623CASH OR BOOK VALUE
SAINT LUKES HEALTH SYSTEM
R993779CASH OR BOOK VALUE
SAINT LUKES HOME CARE & HOSPICE
R15149CASH OR BOOK VALUE
SAINT LUKES MEDICAL GROUP
R545643CASH OR BOOK VALUE
SAINT LUKES NORTHLAND HOSPITAL
R1637103CASH OR BOOK VALUE
SAINT LUKES SOUTH HOSPITAL
R2292210CASH OR BOOK VALUE
CABOT WESTSIDE HEALTH CENTER
Q440120CASH OR BOOK VALUE
SLCC INC
B16037028CASH OR BOOK VALUE
SAINT LUKES MEDICAL GROUP
B4979996CASH OR BOOK VALUE
SAINT LUKES NORTHLAND HOSPITAL
C10400000CASH OR BOOK VALUE