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SAINT LUKES HEALTH SYSTEM INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SAINT LUKES HEALTH SYSTEM INC (EIN 43-1747502)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-15
IRS object ID
201143199349308234
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)
Timestamp2011-11-15T15:41:16-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN431747502EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SAINT LUKES HEALTH SYSTEM INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSAINNameControl
Phone8169323377Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line110920 ELM AVENUEAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64134ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHARLES V ROBBName
TitleCFOTitle
Phone8169323729Phone
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 PersonCHARLES V ROBBNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line110920 ELM AVENUEAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64134ZIPCode
FieldValueIRS element (for citing)
Gross Receipts70195569GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SAINTLUKESHEALTHSYSTEM.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1996YearFormation
State Legal DomicileKSStateLegalDomicile
Activity Or Mission DescriptionOPERATE INTEGRATED HEALTH CARE DELIVERY SYSTEMActivityOrMissionDescription
Nbr Voting Members Governing Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees334TotalNbrEmployees
Total Nbr Volunteers11TotalNbrVolunteers
Total Gross UBI5300TotalGrossUBI
Net Unrelated Business Txbl Income-36907NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year5282493ContributionsGrantsPriorYear
Contributions Grants Current Year273392ContributionsGrantsCurrentYear
Program Service Revenue Prior Year65530012ProgramServiceRevenuePriorYear
Program Service Revenue CY69822896ProgramServiceRevenueCY
Investment Income Prior Year4238InvestmentIncomePriorYear
Investment Income Current Year99281InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year70816743TotalRevenuePriorYear
Total Revenue Current Year70195569TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year190246GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY433190GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year29670289SalariesEtcPriorYear
Salaries Etc Current Year30647893SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year33689121OtherExpensePriorYear
Other Expenses Current Year39032380OtherExpensesCurrentYear
Total Expenses Prior Year63549656TotalExpensesPriorYear
Total Expenses Current Year70113463TotalExpensesCurrentYear
Revenues Less Expenses Prior Year7267087RevenuesLessExpensesPriorYear
Revenues Less Expenses CY82106RevenuesLessExpensesCY
Total Assets BOY102385283TotalAssetsBOY
Total Assets EOY98767555TotalAssetsEOY
Total Liabilities BOY110328668TotalLiabilitiesBOY
Total Liabilities EOY80861271TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-7943385NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY17906284NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE SAINT LUKE'S HEALTH SYSTEM IS A FAITH-BASED, NOT-FOR-PROFIT ALIGNED HEALTH SYSTEM COMMITTED TO THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH CARE AND HEALTH RELATED SERVICES IN A CARING ENVIRONMENT. WE ARE DEDICATED TO ENHANCING THE PHYSICAL, MENTAL AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense68953105Expense
Grants443190Grants
Revenue69791861Revenue
DescriptionSAINT LUKES HEALTH SYSTEM (SLHS) MANAGES AN INTEGRATED HEALTHCARE DELIVERY SYSTEM AND PROVIDES COMMON MANAGEMENT AND VARIOUS CENTRALIZED SERVICES TO AFFILIATED ENTITIES. SLHS MANAGES AND OPERATES 11 HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION-ORIENTED HEALTH CARE DELIVERY SYSTEM TO SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. PRIMARY BUSINESS OPERATIONS OF THE SYSTEM INCLUDE ACUTE AND BEHAVIORAL HEALTH-RELATED SERVICES IN BOTH HOSPITAL AND CLINIC SETTINGS, HOME CARE, AND CARE TO THE TERMINALLY ILL.IN 2010, SLHS INCURRED APPROXIMATELY $440,000 IN COSTS RELATED TO SPONSORSHIPS OF CHARITABLE EVENTS IN THE COMMUNITY.SLHS ALSO OFFERS A NURSELINE PROGRAM, TELEPHONE ACCESS TO A TEAM OF EXPERIENCED REGISTERED NURSES, WHO ARE AVAILABLE TO ANSWER HEALTH-RELATED QUESTIONS 24-HOURS PER DAY, SEVEN DAYS PER WEEK. SLHS'S INVESTMENT INTO THE NURSELINE PROGRAM IS APPROXIMATELY $1.3 MILLION. SLHS OFFERS WEB-BASED HEALTH INFORMATION TO THE COMMUNITY ON ITS WEBSITE. COST FOR THIS PROGRAM WAS APPROXIMATELY $259,000.Description
Total Program Service Expense68953105TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
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
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds1InvestTaxExemptBonds
Escrow Account1EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096523NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees334NumberOfEmployees
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 Members13NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
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 Number8169323377TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line110920 ELM AVENUEAddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64134ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (38 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
HD CLEBERG
DIRECTOR2.00X000
MARSHALL DEAN
DIRECTOR - TREASURER2.00X000X
DAVID GIBSON
DIRECTOR - VICE CHAIR2.00X000X
G RICHARD HASTINGS
PRESIDENT AND CEO50.00X19306930193648X
ELLEN HOCKADAY
DIRECTOR2.00X000
PETER HOLT MD
DIRECTOR2.00X01875200
CHARLES HORNER
DIRECTOR2.00X000
RT REV BARRY HOWE
DIRECTOR2.00X000
J CHRIS PERRYMAN MD
DIRECTOR2.00X023537929659
THOMAS W WAGSTAFF
DIRECTOR - CHAIR2.00X000X
ROBERT WEST
DIRECTOR2.00X000
JOHN CULVER
DIRECTOR2.00X000
JOHN PHILLIPS
DIRECTOR - SECRETARY2.00X000X
CHERYL BEVEL
VICE PRES40.0068620022828X
ROBERT BONNEY
ASST SECR & SR VICE PRES40.003433020173261X
CORRINE EVERSON
VICE PRES40.00184099030984X
DEBE GASH
VICE PRES40.00288531062265X
RANDALL HOUSE
VICE PRES40.00175379053163X
RENEE JACOBS
VICE PRES40.00163154035018X
JANI JOHNSON
VICE PRES40.00021358041744X
ELIZABETH CESSOR
VICE PRES40.00154030037786X
SHERRY MARSHALL
VICE PRES40.00198772038910X
CAROL MEYER
VICE PRES40.00207352034702X
DAWN MURPHY
SENIOR VICE PRES40.002153420169851X
GEORGE PAGELS
SENIOR VICE PRES30.004555440215743X
SCOTT PESTER
VICE PRES40.00191160052628X
CHARLES V ROBB
CFO AND COO50.005673530217271X
NANCY SEELEN
VICE PRES40.00215184038562X
DON SIPES
VICE PRES40.00256614052488X
SALLY THIEMAN
VICE PRES40.00231101039592X
DIANE WATKINS
VICE PRES40.00179448058469X
MICHAEL WEAVER
VICE PRES40.0081883011423X
RENE GILLESPIE
VICE PRES40.00166502023466X
CYNTHIA CHRISTENSEN
CONTROLLER40.00178604033521X
HOWARD MANN
SENIOR DIRECTOR40.00180257027461X
TODD HATTON
IT DIRECTOR40.00154891031080X
ROGER ZAREMBA
CHIEF TECHNOLOGY OFFICER40.0015100704465X
MICHAEL ALLISON
DIRECTOR, PHYSICIAN RETENTION/RECRUITMENT40.00192855039447X
FieldValueIRS element (for citing)
Total Reportable Comp From Org7131677TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs636479TotalReportableCompFrmRltdOrgs
Total Other Compensation1769435TotalOtherCompensation
Number Individuals GT100 K42NumberIndividualsGT100K
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
STATE STREET ADVISORS
PO BOX 5488BOSTONMA02206MANAGEMENT FEES2086750
HUSCH BLACKWELL SANDERS
4801 MAIN STREETKANSAS CITYMO64112LEGAL1833917
RUTH BURKE & ASSOCIATES
4050 PENNSLYVANIAKANSAS CITYMO64111ADVERTISING-MARKETING1415856
KRONOS INC
PO BOX 845748BOSTONMA02284SOFTWARE SUPPORT1170548
MORGAN STANLEY
ONE NEW YORK PLAZANEW YORKNY10004MANAGEMENT FEES888492
FieldValueIRS element (for citing)
Number Of Contractors GT100 K37NumberOfContractorsGT100K
Government Grants3454GovernmentGrants
All Other Contributions269938AllOtherContributions
Total Contributions273392TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
HEALTH SYSTEM SERVICES56100067237440672305106930
EQUITY IN RISK RET GRP54190018367241836724
EICU PROGRAM621110379874379874
OTHER PROGRAM REVENUE561000344753344753
DATA SERVICES/HOSTING5182102410524105
FieldValueIRS element (for citing)
Total Program Service Revenue69822896TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column99281TotalRevenueColumn
Unrelated Business Revenue-25735UnrelatedBusinessRevenue
Exclusion$125,016ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column70195569TotalRevenueColumn
Related Or Exempt Function Income69791861RelatedOrExemptFunctionIncome
Unrelated Business Revenue5300UnrelatedBusinessRevenue
Exclusion$125,016ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total433190Total
Program Services433190ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total7836118Total
Program Services7836118ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total18028424Total
Program Services18028424ProgramServices

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total519474Total
Program Services519474ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2704551Total
Program Services2704551ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1559326Total
Program Services1559326ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total898432Total
Management And General898432ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total261926Total
Management And General261926ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total86475Total
Program Services86475ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3799165Total
Program Services3799165ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total3703313Total
Program Services3703313ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2062424Total
Program Services2062424ProgramServices

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total11949900Total
Program Services11949900ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1476755Total
Program Services1476755ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total523492Total
Program Services523492ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total424320Total
Program Services424320ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total10205989Total
Program Services10205989ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total34996Total
Program Services34996ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionDUES/MEMBERSHIPSDescription
Total229925Total
Program Services229925ProgramServices

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total3375268Total
Program Services3375268ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total70113463Total
Program Services68953105ProgramServices
Management And General1160358ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY11614351BOY
EOY11512881EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY9174646BOY
EOY10025582EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY359479BOY
EOY134884EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY13049408BOY
EOY8743765EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis73186234LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec45090645LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY31416702BOY
EOY28095589EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY2340000BOY
EOY5343835EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY34430697BOY
EOY34911019EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY102385283BOY
EOY98767555EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY21060978BOY
EOY13426512EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY89267690BOY
EOY67434759EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY110328668BOY
EOY80861271EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-7943385BOY
EOY17906284EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-7943385BOY
EOY17906284EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY102385283BOY
EOY98767555EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses82106ReconcilationRevenueExpenses
Reconcilation Other Changes25767563ReconcilationOtherChanges
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)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1ST LUKES HOSPITAL OF KANSAS CITY AND AFFILIATESBusinessNameLine1
FieldValueIRS element (for citing)
EIN440545297EIN
Type Of Organization3TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$68,953,105Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts68953105SumOfAmounts

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 Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations1GrantsOtherOrganizations
Grants Other Organizations$42,377GrantsOtherOrganizationsAmount
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$290,799DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB333176TotalLobbyingExpendituresIIB
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 ASSOCIATIONS AND CHAMBERS USED TOWARD LOBBYING ACTIVITIES. LINE G - DIRECT CONTACT WITH GOVERNMENT REPRESENTATIVES TO COMMUNICATE HEALTH SYSTEM'S POSITION ON MAJOR HEALTHCARE ISSUES AND TO COMMUNICATE COMPLEXITIES OF HEALTHCARE POLICIES.Explanation

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis6655918OtherCostOrOtherBasis
Depreciation4392283Depreciation
Book Value2263635BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis37127001OtherCostOrOtherBasis
Depreciation24858189Depreciation
Book Value12268812BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis29403315OtherCostOrOtherBasis
Depreciation15840173Depreciation
Book Value13563142BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings28095589TotalOfBookValueLandBuildings

Other Assets OtherAssets (5 entries)

DescriptionDescriptionBook ValueBookValue
DEFERRED COMP PLAN ASSETS11146606
LAND HELD FOR DEVELOPMENT7506640
RECEIVABLES FROM AFFILIATES3191100
OTHER ASSETS867276
INVESTMENT IN RISK RETENTION GROUP12199397
FieldValueIRS element (for citing)
Total Book Value Other Assets34911019TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
PAYABLE TO AFFILIATES$5,322,433
ACCRUED DEFERRED COMP$17,498,252
OTHER CURRENT LIABILITES$5,812,081
OTHER NONCURRENT LIABILITIES$141,223
FAIR MARKET VALUE OF BOND SWAP$18,353,422
ACCRUED PENSION LIABILITY$20,307,348
FieldValueIRS element (for citing)
Total Of Amounts67434759TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
ExplanationPART XI, XII AND XIII - THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (11 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
SUSAN G KOMEN BREAST CANCER FOUNDATION INC
1111 MAIN STREETKANSAS CITYMO64105751835298501(C)(3)15000RACE FOR THE CURE SPONSORSHIP
AMERICAN HEART ASSOCIATION INC
6800 W 93RDOVERLAND PARKKS66212135613797501(C)(3)100000SPONSORSHIP
KANSAS CITY AREA LIFE SCIENCES INSTITUTE INC
1055 BROADWAY SUITE 130KANSAS CITYMO64105431889037501(C)(3)50000SPONSORSHIP
AMERICAN DIABETES ASSOCIATION INC
10580 BARKLEYOVERLAND PARKKS66212131623888501(C)(3)9770SPONSORSHIP
AIDS SERVICE FOUNDATION OF GREATER KANSAS CITY
PO BOX 32192KANSAS CITYMO64171431613911501(C)(3)10000SPONSORSHIP
JEWISH COMMUNITY CENTER OF GREATER KC
5801 W 115TH STREETKANSAS CITYMO66211440545992501(C)(3)30000SPONSORSHIP
JEWISH FAMILY SERVICES
5801 W 115TH STREETKANSAS CITYMO66211440545829501(C)(3)10000SPONSORSHIP
MIDWEST CENTER FOR HOLOCAUST EDUCATION
5801 W 115TH STREET SUITE 106KANSAS CITYMO66211481127376501(C)(3)20000SPONSORSHIP
ASSOCIATION FOR CLINICAL PASTORAL EDUCATION INC
1549 CLAIMONT ROAD SUITE 103DECATURGA30033581921094501(C)(3)15000SPONSOR-ANNUAL CONFERENCE
CENTER FOR PRACTICAL BIOETHICS
1111 MAIN STREETKANSAS CITYMO64105480985815501(C)(3)34000SPONSORSHIP
EXCELLENCE IN MISSOURI FOUNDATION
514 E HIGH STREET-SUITE 31JEFFERSON CITYMO65101431605896501(C)(3)20000CONTRIBUTION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants11TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

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)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
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 (26 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
G RICHARD HASTINGS
68667601000050024396701661620274860212434101118260
PETER HOLT MD
018752000000000018752000
J CHRIS PERRYMAN MD
020777502623801366011909017750026503800
ROBERT BONNEY
304860050038392014590102736005165630224810
CORRINE EVERSON
850380500990110579802518602150830144860
DEBE GASH
24200105004648003470002756503507960336350
RANDALL HOUSE
169706050056230332850198780228542000
RENEE JACOBS
16241005006940167010183170198172000
JANI JOHNSON
021158105001949013187028557025532400
ELIZABETH CESSOR
1424260500115540190670187190191816000
SHERRY MARSHALL
17050505002821703522503685023768207370
CAROL MEYER
186000050021302032428022740242054089440
DAWN MURPHY
193587050021705014804402180703851930127780
GEORGE PAGELS
396177050059317019377202197106712870464660
SCOTT PESTER
17500105001610902639102623702437880128030
CHARLES V ROBB
455380050011192302083610891007846240929730
NANCY SEELEN
190637050024497029286092760253746080730
DON SIPES
22142605003513803269901978903091020180330
SALLY THIEMAN
18595805004509301349002610202706930204800
DIANE WATKINS
1661890500132090340290244400237917093560
RENE GILLESPIE
16487805001574051410183250189968000
CYNTHIA CHRISTENSEN
1500000500285540266380688302121250188000
HOWARD MANN
144875050035332091940182670207718054690
TODD HATTON
15228605002555079750231050185971000
ROGER ZAREMBA
15068905002680376806970155472000
MICHAEL ALLISON
1435380500492670139830254640232302035190

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 4B457(F) PLAN PARTICIPANTS AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: G. RICHARD HASTINGS - NONE GEORGE PAGELS - $125,285 ROBERT BONNEY - $84,940 CHARLES V. ROBB - $87,239 DAWN MURPHY - $71,991
PART IIIPART II: JANI JOHNSON RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR DUTIES AS OFFICERS OF THE FILING ORGANIZATION AND FOR SERVICES RENDERED TO THE RELATED ORGANIZATION. J CHRIS PERRYMAN, MD, AND PETER HOLT, MD, DID NOT RECEIVE COMPENSATION FOR DUTIES AS DIRECTORS OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. GEORGE PAGELS AND DON SIPES RECEIVED COMPENSATION FROM THE FILING ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND TO RELATED ORGANIZATIONS. BONUS AND INCENTIVE COMPENSATION FOR RICHARD HASTINGS IS PAYMENT OF A 5-YEAR RETENTION BONUS.SUPPLEMENTAL INFORMATION

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
HEALTH AND EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2003A&2003B
43117896660635RF852003-09-17125000000NEW 52-BED HOSPITAL. EXPANSION AND CAPITAL PROJECTS AT SLHS HOSPITALS000
HEALTH AND EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2004A
43117896660635RH752004-04-28105136306REFUND SERIES 1993 BONDS000
HEALTH AND EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2005A&2005B
43117896660635RW452005-12-07100000000CAPITAL PROJECTS AT ST LUKES HOSPITAL OF KANSAS CITY000
HEALTH AND EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2008AB&C
43117896660635R3H82008-07-08140000000PARTLY REFUND 1997 BONDS. CAPITAL PROJECTS AT SLHS HOSPITALS.000

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount RetiredAmountRetiredRefunding EscrowRefundingEscrow
126608186771250295156612288537020060011
10513630688019216157162004101133824000104516251
10922132822832261069381020001
141381775108575645100132548412

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
001010.000900.000000.000901
001011
001011

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsTerm Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Term Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebateBusiness Name Line2NameOfGICProvider/BusinessNameLine2
UBS
00129.600000000000011MBIA INC1.900000000000110
(no name)
000001
UBS
00130.100000000000011PALLAS CAPITAL CORP1.800000000000110
UBS
01124.400000000000001MONUMENTAL LIFE0.500000000000100INSURANCE INC

Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)

IdentifierIdentifierExplanationExplanation
FORM 990, SCHEDULE K, PART IV, LINE 3C:THREE HEDGE INSTRUMENTS ARE RELATED TO THE 2008 BONDS. THE TERMS OF THESE INSTRUMENTS ARE 24.4 YEARS, 24.4 YEARS, AND 27.4 YEARS.
FORM 990, SCHEDULE K, PART III, LINE 3:SERIES 2003A&B BOND ISSUE TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS OF $1,608,186. SERIES 2005A&B BOND ISSUE TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS OF $9,221,328. SERIES 2008A,B&C BOND ISSUE TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS OF $1,381,775. SERIES 2010A BOND ISSUE TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS OF $15,960.
SCHEDULE KTHE MASTER TRUST INDENTURE PROVIDES THAT THE TAX-EXEMPT REVENUE BONDS ARE THE JOINT AND SEVERAL OBLIGATIONS OF EACH OF THE MEMBERS OF THE OBLIGATED GROUP. IN 2010, THE OBLIGATED GROUP INCLUDES SAINT LUKE'S HEALTH SYSTEM, SAINT LUKE'S HOSPITAL OF KANSAS CITY, SAINT LUKE'S NORTHLAND HOSPITAL, SAINT LUKE'S SOUTH HOSPITAL AND SAINT LUKE'S EAST HOSPITAL. ONLY A PORTION OF THE BONDS WAS USED FOR THE FILING ORGANIZATION'S PROJECTS.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1HEALTH AND EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2010ABusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN431178966IssuerEIN
CUSIP Number60635R7U5CUSIPNumber
Date Issued2010-06-03DateIssued
Issue Price101289824IssuePrice
Description Of PurposeREFUND SERIES 1996A B&P; FACILITIES EXPANSIONS & EQUIPMENT AT SLEH & SLHKCDescriptionOfPurpose
Defeased0Defeased
On Behalf Of Issuer0OnBehalfOfIssuer
Pool Financing0PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Amount Retired2120000AmountRetired
Total Proceeds101305784TotalProceeds
Refunding Escrow43055401RefundingEscrow
Capital Expenditures36304619CapitalExpenditures
Amount Unspent21931940AmountUnspent
Current Refunding1CurrentRefunding
Advance Refunding0AdvanceRefunding
Final Allocation Made0FinalAllocationMade
Adequate Books And Recds Maintaind1AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T Filed0Form8038TFiled
Variable Rate Issue0VariableRateIssue
Hedge Identified In Books And Recds0HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGIC
Gross Proceeds Invested0GrossProceedsInvested
Exception To Rebate0ExceptionToRebate

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 6THE MEMBERS OF THE CORPORATION ARE SAINT LUKE'S HOSPITAL OF KANSAS CITY, SAINT LUKE'S NORTHLAND HOSPITAL, SAINT LUKE'S EAST HOSPITAL, AND SAINT LUKE'S SOUTH HOSPITAL, INC., EACH A 501(C)(3) ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE GOVERNING BODY IS ELECTED BY THE CORPORATE MEMBERS OF THE ORGANIZATION.
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 PRIOR TO FILING. THE 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS.
SAINT LUKE'S HEALTH SYSTEM AND ITS AFFILIATES 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 EXECUTIVE AND OTHER HIGHLY COMPENSATED 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 TOTAL COMPENSATION PHILOSOPHY AND ANALYZES MARKET COMPETITIVENESS (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.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
JANI JOHNSON RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR DUTIES AS AN OFFICER OF THE FILING ORGANIZATION AND FOR SERVICES RENDERED TO THE RELATED ORGANIZATION. JANI JOHNSON WORKED 40 HOURS OR MORE PER WEEK FOR ALL RELATED ORGANIZATIONS. J CHRIS PERRYMAN, MD, AND PETER HOLT, MD, DID NOT RECEIVE COMPENSATION FOR DUTIES AS DIRECTORS OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. THESE INDIVIDUALS WORKED 40 HOURS OR MORE PER WEEK FOR ALL RELATED ORGANIZATIONS. GEORGE PAGELS AND DON SIPES RECEIVED COMPENSATION FROM THE FILING ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND RELATED ORGANIZATIONS. GEORGE PAGELS DEVOTED AT LEAST 20 HOURS PER WEEK TO RELATED ORGANIZATIONS. DON SIPES DEVOTED AT LEAST 5 HOURS PER WEEK TO RELATED ORGANIZATIONS.FORM 990, PART VII, SECTION A, COLUMN (B):
CHANGES IN NET ASSETS OR FUND BALANCES:ADDITIONAL PENSION OBLIGATION 30,864,645. UNREALIZED SWAP GAIN (LOSS) -6,185,379. NET ASSET TRANSFER 1,088,297. TOTAL TO FORM 990, PART XI, LINE 5: 25,767,563.FORM 990, PART XI, LINE 5:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
ST LUKES HOSPITAL OF KANSAS CITY
4401 WORNALL ROADKANSAS CITYMO64111440545297HEALTH CAREMO501(C)(3)170B1AIII0
SAINT LUKES NORTHLAND HOSPITAL CORPORATION
601 SOUTH 169 HWYSMITHVILLEMO64089440565393HEALTH CAREMO501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
SAINT LUKES SOUTH HOSPITAL INC
12300 METCALF AVEOVERLAND PARKKS66213481203262HEALTH CAREKS501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
SAINT LUKES EAST HOSPITAL
100 NE SAINT LUKES BLVDLEES SUMMITMO64086562488077HEALTH CAREMO501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
SAINT LUKES MEDICAL GROUP
6750 ANTIOCH STE 210SHAWNEE MISSIONKS66204451598353HEALTH CAREMO501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
CRITTENTON
10918 ELM AVENUEKANSAS CITYMO64134440545808HEALTH CAREMO501(C)(3)170B1AIII0SAINT LUKE'S HOSPITAL OF KANSAS CITY
SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE
3100 BROADWAY SUITE 1000KANSAS CITYMO64111431127200HEALTH CAREMO501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
ST LUKES OF TRENTON
191 IOWA BLVDTRENTONMO64683431707306HEALTH CAREMO501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
SAINT LUKES HOSPITAL OF GARNETT
421 SOUTH MAPLEGARNETTKS66032742849611HEALTH CAREKS501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
CABOT WESTSIDE HEALTH CENTER
2121 SUMMITKANSAS CITYMO64108440546280HEALTH CAREMO501(C)(3)170B1AVI0SAINT LUKE'S HEALTH SYSTEM
MIDWEST EAR INSTITUTE INC
4200 PENNSYLVANIA STE 100KANSAS CITYMO64111480905027HEALTH CAREKS501(C)(3)170B1AIII0SAINT LUKE'S HOSPITAL OF KANSAS CITY
SAINT LUKES HOSPITAL OF CHILLICOTHE
100 CENTRAL STREETCHILLICOTHEMO64601431735565HEALTH CAREMO501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
CUSHING MEMORIAL HOSPITAL
711 MARSHALLLEAVENWORTHKS66048480543792HEALTH CAREKS501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
SAINT LUKES CANCER INSTITUTE LLC
4323 WORNALL ROAD PEET 1KANSAS CITYMO64111431933950HEALTH CAREMO501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
SAINT LUKES CARE
10920 ELM AVENUEKANSAS CITYMO64134260185090HEALTH CAREMO501(C)(3)509(A)(3) - TYPE 10SAINT LUKE'S HEALTH SYSTEM
MEDICAL PLAZA IMAGING ASSOCIATES LLC
4401 WORNALL ROADKANSAS CITYMO64111431609584HEALTH CAREMO501(C)(3)170B1AIII0SAINT LUKE'S HEALTH SYSTEM
SAINT LUKES COLLEGE OF HEALTH SCIENCES
8320 WARD PARKWAY SUITE 300KANSAS CITYMO64114272716128POST-SECONDARY NURSING EDUCATIONMO501(C)(3)170B1AII0SAINT LUKE'S HOSPITAL OF KANSAS CITY
SLCC INC
4330 WORNALL ROAD SUITE 2000KANSAS CITYMO64111271994652HEALTH CAREKSAPPLYING FOR 501(C)(APPLYING FOR 170B1AI0SAINT LUKE'S HEALTH SYSTEM

Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNA
MEDICAL PLAZA PARTNERS LP
4320 WORNALL ROAD STE 410KANSAS CITYMO64111431357824OWN & OPERATE MEDICAL OFFICE BUILDINGMON/A
MEDICAL PARK ASSOCIATES A LP
601 SOUTH 169 HWYSMITHVILLEMO64089431311049OWN & OPERATE MEDICAL OFFICE BUILDINGMON/A
SAINT LUKES SURGICENTER - LEES SUMMIT LLC
11221 ROE AVE SUITE 230OVERLAND PARKKS66211470853481HEALTH CAREMON/A
SAINT LUKES SURGICETNER LLC
11221 ROE AVE SUITE 230OVERLAND PARKKS66211201721929HEALTH CAREKSN/A
FAMILY ADVOCATES LLC
10918 ELM AVENUEKANSAS CITYMO64134202739036FOSTER CAREMON/A
SAINT LUKES CARDIOLOGY SERVICES LLC
10920 ELM AVENUEKANSAS CITYMO64134263726426HEALTH CAREMON/A
SAINT LUKES-GI DIAGNOSTICS LLC
4321 WASHINGTON SUITE 5700KANSAS CITYMO64111274142549HEALTH CAREMON/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityPercentage OwnershipPercentageOwnershipDirect Controlling Entity NADirectControllingEntityNA
SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP
10920 ELM AVENUEKANSAS CITYMO64134371471890INSURANCESCSAINT LUKE'S HEALTH SYSTEMC1.00000
ST LUKES HEALTH VENTURES INC
4320 WORNALL ROAD STE 410KANSAS CITYMO64111431278476ACCOUNTINGMOCN/A
MEDICAL PLAZA MANAGEMENT INC
4320 WORNALL ROAD STE 410KANSAS CITYMO64111431352317MEDICAL OFFICE BLDG MANAGEMENTMOCN/A
VENTURE FINANCIAL SERVICES INC
9500 EAST 63RD STREET SUITE 202RAYTOWNMO64133431605740COLLECTIONSMOCN/A
SPELMAN DEVELOPMENT CORPORATION
601 SOUTH 169 HWYSMITHVILLEMO64089431296007HEALTH CAREMOCN/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
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 Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (37 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
ST LUKES HOSPITAL OF KANSAS CITY
P15612792
SAINT LUKES NORTHLAND HOSPITAL CORPORATION
P2548798
SAINT LUKES SOUTH HOSPITAL
P3316455
SAINT LUKES EAST HOSPITAL
P4667293
SAINT LUKES MEDICAL GROUP
P2315122
CRITTENTON
P654863
SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE
P424110
ST LUKES OF TRENTON
P1198583
SAINT LUKES HOSPITAL OF GARNETT
P2839671
CABOT WESTSIDE HEALTH CENTER
P160606
SAINT LUKES HOSPITAL OF CHILLICOTHE
P2220359
SAINT LUKES CANCER INSTITUTE LLC
P727755
CUSHING MEMORIAL HOSPITAL CORPORATION
P1288077
SAINT LUKES CARE
P813733
CRITTENTON
J203004
ST LUKES HOSPITAL OF KANSAS CITY
N550957
SAINT LUKES EAST HOSPITAL
N301297
SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP
P291924
SAINT LUKES CARE
O813733
SLCC INC
P1693947
SAINT LUKES COLLEGE OF HEALTH SCIENCES
P68878
MEDICAL PLAZA IMAGING ASSOCIATES LLC
P53140
SAINT LUKES HOSPITAL OF CHILLICOTHE
N74508
SAINT LUKES CANCER INSTITUTE LLC
O274858
SAINT LUKES EAST HOSPITAL
O1155244
ST LUKES HOSPITAL OF KANSAS CITY
O6707541
SAINT LUKES HOSPITAL OF CHILLICOTHE
O781155
SAINT LUKES HOSPITAL OF GARNETT
O294411
ST LUKES OF TRENTON
O600353
CUSHING MEMORIAL HOSPITAL CORPORATION
O316642
SAINT LUKES NORTHLAND HOSPITAL CORPORATION
O1345532
SAINT LUKES MEDICAL GROUP
O783232
SAINT LUKES SOUTH HOSPITAL
O1170989
CRITTENTON
O517578
SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE
O353273
CABOT WESTSIDE HEALTH CENTER
O59863
SLCC INC
O310573

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierTRANSACTIONS WITH RELATED ORGANIZATIONSIdentifier
Return ReferenceFORM 990, SCHEDULE R, PART V, LINE 2:ReturnReference
ExplanationSAINT LUKE'S HEALTH SYSTEM (SYSTEM) AND ITS AFFILIATED ENTITIES OPERATE AS A HIGHLY INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE SYSTEM MANAGES AND OPERATES RELATED HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION ORIENTED HEALTH CARE SYSTEM IN ORDER TO BETTER SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. AS A RESULT, THERE ARE NUMEROUS INTERCOMPANY INTERACTIONS INCLUDING CENTRALIZED SUPPORT SERVICES AND SHARING OF RESOURCES AND COSTS.Explanation