2011-11-15T15:41:16-06:00 2010-12-31 990 2010-01-01 431747502 SAINT LUKES HEALTH SYSTEM INC SAIN 8169323377 10920 ELM AVENUE KANSAS CITY MO 64134 CHARLES V ROBB 8169323729 2011-11-15 2010 2016-02-24 21:20:13Z CHARLES V ROBB 10920 ELM AVENUE KANSAS CITY MO 64134 70195569 0 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X 1996 KS OPERATE INTEGRATED HEALTH CARE DELIVERY SYSTEM 13 8 334 11 5300 -36907 5282493 273392 65530012 69822896 4238 99281 0 0 70816743 70195569 190246 433190 0 0 29670289 30647893 0 0 0 33689121 39032380 63549656 70113463 7267087 82106 102385283 98767555 110328668 80861271 -7943385 17906284 X THE 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. 0 0 68953105 443190 69791861 SAINT 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. 68953105 1 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 523 0 1 334 1 1 1 0 0 0 0 0 0 0 0 0 X 13 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 8169323377 10920 ELM AVENUE KANSAS CITY MO 64134 X HD CLEBERG 2.00 X 0 0 0 MARSHALL DEAN 2.00 X X 0 0 0 DAVID GIBSON 2.00 X X 0 0 0 G RICHARD HASTINGS 50.00 X X 1930693 0 193648 ELLEN HOCKADAY 2.00 X 0 0 0 PETER HOLT MD 2.00 X 0 187520 0 CHARLES HORNER 2.00 X 0 0 0 RT REV BARRY HOWE 2.00 X 0 0 0 J CHRIS PERRYMAN MD 2.00 X 0 235379 29659 THOMAS W WAGSTAFF 2.00 X X 0 0 0 ROBERT WEST 2.00 X 0 0 0 JOHN CULVER 2.00 X 0 0 0 JOHN PHILLIPS 2.00 X X 0 0 0 CHERYL BEVEL 40.00 X 68620 0 22828 ROBERT BONNEY 40.00 X 343302 0 173261 CORRINE EVERSON 40.00 X 184099 0 30984 DEBE GASH 40.00 X 288531 0 62265 RANDALL HOUSE 40.00 X 175379 0 53163 RENEE JACOBS 40.00 X 163154 0 35018 JANI JOHNSON 40.00 X 0 213580 41744 ELIZABETH CESSOR 40.00 X 154030 0 37786 SHERRY MARSHALL 40.00 X 198772 0 38910 CAROL MEYER 40.00 X 207352 0 34702 DAWN MURPHY 40.00 X 215342 0 169851 GEORGE PAGELS 30.00 X 455544 0 215743 SCOTT PESTER 40.00 X 191160 0 52628 CHARLES V ROBB 50.00 X 567353 0 217271 NANCY SEELEN 40.00 X 215184 0 38562 DON SIPES 40.00 X 256614 0 52488 SALLY THIEMAN 40.00 X 231101 0 39592 DIANE WATKINS 40.00 X 179448 0 58469 MICHAEL WEAVER 40.00 X 81883 0 11423 RENE GILLESPIE 40.00 X 166502 0 23466 CYNTHIA CHRISTENSEN 40.00 X 178604 0 33521 HOWARD MANN 40.00 X 180257 0 27461 TODD HATTON 40.00 X 154891 0 31080 ROGER ZAREMBA 40.00 X 151007 0 4465 MICHAEL ALLISON 40.00 X 192855 0 39447 7131677 636479 1769435 42 0 1 0 STATE STREET ADVISORS PO BOX 5488 BOSTON MA 02206 MANAGEMENT FEES 2086750 HUSCH BLACKWELL SANDERS 4801 MAIN STREET KANSAS CITY MO 64112 LEGAL 1833917 RUTH BURKE & ASSOCIATES 4050 PENNSLYVANIA KANSAS CITY MO 64111 ADVERTISING-MARKETING 1415856 KRONOS INC PO BOX 845748 BOSTON MA 02284 SOFTWARE SUPPORT 1170548 MORGAN STANLEY ONE NEW YORK PLAZA NEW YORK NY 10004 MANAGEMENT FEES 888492 37 3454 269938 273392 HEALTH SYSTEM SERVICES 561000 67237440 67230510 6930 EQUITY IN RISK RET GRP 541900 1836724 1836724 EICU PROGRAM 621110 379874 379874 OTHER PROGRAM REVENUE 561000 344753 344753 DATA SERVICES/HOSTING 518210 24105 24105 69822896 99281 -25735 125016 70195569 69791861 5300 125016 433190 433190 7836118 7836118 18028424 18028424 519474 519474 2704551 2704551 1559326 1559326 898432 898432 261926 261926 86475 86475 3799165 3799165 3703313 3703313 2062424 2062424 11949900 11949900 1476755 1476755 523492 523492 424320 424320 10205989 10205989 34996 34996 DUES/MEMBERSHIPS 229925 229925 3375268 3375268 70113463 68953105 1160358 0 11614351 11512881 9174646 10025582 359479 134884 13049408 8743765 73186234 45090645 31416702 28095589 2340000 5343835 34430697 34911019 102385283 98767555 21060978 13426512 89267690 67434759 110328668 80861271 X -7943385 17906284 -7943385 17906284 102385283 98767555 X 82106 25767563 X 0 1 1 X 1 1 X X X 0 0 0 ST LUKES HOSPITAL OF KANSAS CITY AND AFFILIATES 440545297 3 1 1 1 68953105 1 68953105 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 42377 1 290799 0 0 333176 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: LINE 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. 6655918 4392283 2263635 37127001 24858189 12268812 29403315 15840173 13563142 28095589 DEFERRED COMP PLAN ASSETS 11146606 LAND HELD FOR DEVELOPMENT 7506640 RECEIVABLES FROM AFFILIATES 3191100 OTHER ASSETS 867276 INVESTMENT IN RISK RETENTION GROUP 12199397 34911019 PAYABLE TO AFFILIATES 5322433 ACCRUED DEFERRED COMP 17498252 OTHER CURRENT LIABILITES 5812081 OTHER NONCURRENT LIABILITIES 141223 FAIR MARKET VALUE OF BOND SWAP 18353422 ACCRUED PENSION LIABILITY 20307348 67434759 PART XI, XII AND XIII - THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. 1 SUSAN G KOMEN BREAST CANCER FOUNDATION INC 1111 MAIN STREET KANSAS CITY MO 64105 751835298 501(C)(3) 15000 RACE FOR THE CURE SPONSORSHIP AMERICAN HEART ASSOCIATION INC 6800 W 93RD OVERLAND PARK KS 66212 135613797 501(C)(3) 100000 SPONSORSHIP KANSAS CITY AREA LIFE SCIENCES INSTITUTE INC 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 431889037 501(C)(3) 50000 SPONSORSHIP AMERICAN DIABETES ASSOCIATION INC 10580 BARKLEY OVERLAND PARK KS 66212 131623888 501(C)(3) 9770 SPONSORSHIP AIDS SERVICE FOUNDATION OF GREATER KANSAS CITY PO BOX 32192 KANSAS CITY MO 64171 431613911 501(C)(3) 10000 SPONSORSHIP JEWISH COMMUNITY CENTER OF GREATER KC 5801 W 115TH STREET KANSAS CITY MO 66211 440545992 501(C)(3) 30000 SPONSORSHIP JEWISH FAMILY SERVICES 5801 W 115TH STREET KANSAS CITY MO 66211 440545829 501(C)(3) 10000 SPONSORSHIP MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 W 115TH STREET SUITE 106 KANSAS CITY MO 66211 481127376 501(C)(3) 20000 SPONSORSHIP ASSOCIATION FOR CLINICAL PASTORAL EDUCATION INC 1549 CLAIMONT ROAD SUITE 103 DECATUR GA 30033 581921094 501(C)(3) 15000 SPONSOR-ANNUAL CONFERENCE CENTER FOR PRACTICAL BIOETHICS 1111 MAIN STREET KANSAS CITY MO 64105 480985815 501(C)(3) 34000 SPONSORSHIP EXCELLENCE IN MISSOURI FOUNDATION 514 E HIGH STREET-SUITE 31 JEFFERSON CITY MO 65101 431605896 501(C)(3) 20000 CONTRIBUTION 11 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X X X X X 0 1 0 0 0 0 0 0 0 G RICHARD HASTINGS 686676 0 1000050 0 243967 0 166162 0 27486 0 2124341 0 111826 0 PETER HOLT MD 0 187520 0 0 0 0 0 0 0 0 0 187520 0 0 J CHRIS PERRYMAN MD 0 207775 0 26238 0 1366 0 11909 0 17750 0 265038 0 0 ROBERT BONNEY 304860 0 50 0 38392 0 145901 0 27360 0 516563 0 22481 0 CORRINE EVERSON 85038 0 50 0 99011 0 5798 0 25186 0 215083 0 14486 0 DEBE GASH 242001 0 50 0 46480 0 34700 0 27565 0 350796 0 33635 0 RANDALL HOUSE 169706 0 50 0 5623 0 33285 0 19878 0 228542 0 0 0 RENEE JACOBS 162410 0 50 0 694 0 16701 0 18317 0 198172 0 0 0 JANI JOHNSON 0 211581 0 50 0 1949 0 13187 0 28557 0 255324 0 0 ELIZABETH CESSOR 142426 0 50 0 11554 0 19067 0 18719 0 191816 0 0 0 SHERRY MARSHALL 170505 0 50 0 28217 0 35225 0 3685 0 237682 0 737 0 CAROL MEYER 186000 0 50 0 21302 0 32428 0 2274 0 242054 0 8944 0 DAWN MURPHY 193587 0 50 0 21705 0 148044 0 21807 0 385193 0 12778 0 GEORGE PAGELS 396177 0 50 0 59317 0 193772 0 21971 0 671287 0 46466 0 SCOTT PESTER 175001 0 50 0 16109 0 26391 0 26237 0 243788 0 12803 0 CHARLES V ROBB 455380 0 50 0 111923 0 208361 0 8910 0 784624 0 92973 0 NANCY SEELEN 190637 0 50 0 24497 0 29286 0 9276 0 253746 0 8073 0 DON SIPES 221426 0 50 0 35138 0 32699 0 19789 0 309102 0 18033 0 SALLY THIEMAN 185958 0 50 0 45093 0 13490 0 26102 0 270693 0 20480 0 DIANE WATKINS 166189 0 50 0 13209 0 34029 0 24440 0 237917 0 9356 0 RENE GILLESPIE 164878 0 50 0 1574 0 5141 0 18325 0 189968 0 0 0 CYNTHIA CHRISTENSEN 150000 0 50 0 28554 0 26638 0 6883 0 212125 0 18800 0 HOWARD MANN 144875 0 50 0 35332 0 9194 0 18267 0 207718 0 5469 0 TODD HATTON 152286 0 50 0 2555 0 7975 0 23105 0 185971 0 0 0 ROGER ZAREMBA 150689 0 50 0 268 0 3768 0 697 0 155472 0 0 0 MICHAEL ALLISON 143538 0 50 0 49267 0 13983 0 25464 0 232302 0 3519 0 PART I, LINE 4B 457(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 SUPPLEMENTAL INFORMATION PART III PART 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. HEALTH AND EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2003A&2003B 431178966 60635RF85 2003-09-17 125000000 NEW 52-BED HOSPITAL. EXPANSION AND CAPITAL PROJECTS AT SLHS HOSPITALS 0 0 0 HEALTH AND EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2004A 431178966 60635RH75 2004-04-28 105136306 REFUND SERIES 1993 BONDS 0 0 0 HEALTH AND EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2005A&2005B 431178966 60635RW45 2005-12-07 100000000 CAPITAL PROJECTS AT ST LUKES HOSPITAL OF KANSAS CITY 0 0 0 HEALTH AND EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2008AB&C 431178966 60635R3H8 2008-07-08 140000000 PARTLY REFUND 1997 BONDS. CAPITAL PROJECTS AT SLHS HOSPITALS. 0 0 0 126608186 771250 2951566 122885370 2006 0 0 1 1 33824000 105136306 104516251 880192 1615716 2004 1 0 1 1 109221328 2283226 106938102 0 0 0 1 141381775 32548412 108575645 1 0 0 1 0 0 1 0 1 0.00090 0.00000 0.00090 1 0 0 1 0 1 1 0 0 1 0 1 1 0 0 1 UBS 29.600000000000 0 1 1 MBIA INC 1.900000000000 1 1 0 0 0 0 0 0 1 0 0 1 UBS 30.100000000000 0 1 1 PALLAS CAPITAL CORP 1.800000000000 1 1 0 0 1 1 UBS 24.400000000000 0 0 1 MONUMENTAL LIFE INSURANCE INC 0.500000000000 1 0 0 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 K THE 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. HEALTH AND EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2010A 431178966 60635R7U5 2010-06-03 101289824 REFUND SERIES 1996A B&P; FACILITIES EXPANSIONS & EQUIPMENT AT SLEH & SLHKC 0 0 0 2120000 101305784 43055401 36304619 21931940 1 0 0 1 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A THE GOVERNING BODY IS ELECTED BY THE CORPORATE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED JOINTLY BY ACCOUNTING STAFF OF THE ENTITY AND SAINT LUKE'S HEALTH SYSTEM (SYSTEM) TAX STAFF. THE RETURN IS REVIEWED BY THE ENTITY'S CFO BEFORE FILING. THE 990 DRAFT WAS ALSO PRESENTED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. THE 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C SAINT LUKE'S HEALTH SYSTEM AND ITS AFFILIATES 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 15 ANNUALLY, THE SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS' COMPENSATION COMMITTEE REVIEWS, DISCUSSES, SETS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT 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 C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT PUBLICLY AVAILABLE. FORM 990, PART VII, SECTION A, COLUMN (B): 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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. ST LUKES HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 HEALTH CARE MO 501(C)(3) 170B1AIII 0 SAINT LUKES NORTHLAND HOSPITAL CORPORATION 601 SOUTH 169 HWY SMITHVILLE MO 64089 440565393 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 SAINT LUKES SOUTH HOSPITAL INC 12300 METCALF AVE OVERLAND PARK KS 66213 481203262 HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 SAINT LUKES EAST HOSPITAL 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 562488077 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 SAINT LUKES MEDICAL GROUP 6750 ANTIOCH STE 210 SHAWNEE MISSION KS 66204 451598353 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 CRITTENTON 10918 ELM AVENUE KANSAS CITY MO 64134 440545808 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HOSPITAL OF KANSAS CITY 0 SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE 3100 BROADWAY SUITE 1000 KANSAS CITY MO 64111 431127200 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 ST LUKES OF TRENTON 191 IOWA BLVD TRENTON MO 64683 431707306 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 SAINT LUKES HOSPITAL OF GARNETT 421 SOUTH MAPLE GARNETT KS 66032 742849611 HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 CABOT WESTSIDE HEALTH CENTER 2121 SUMMIT KANSAS CITY MO 64108 440546280 HEALTH CARE MO 501(C)(3) 170B1AVI SAINT LUKE'S HEALTH SYSTEM 0 MIDWEST EAR INSTITUTE INC 4200 PENNSYLVANIA STE 100 KANSAS CITY MO 64111 480905027 HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKE'S HOSPITAL OF KANSAS CITY 0 SAINT LUKES HOSPITAL OF CHILLICOTHE 100 CENTRAL STREET CHILLICOTHE MO 64601 431735565 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 CUSHING MEMORIAL HOSPITAL 711 MARSHALL LEAVENWORTH KS 66048 480543792 HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 SAINT LUKES CANCER INSTITUTE LLC 4323 WORNALL ROAD PEET 1 KANSAS CITY MO 64111 431933950 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 SAINT LUKES CARE 10920 ELM AVENUE KANSAS CITY MO 64134 260185090 HEALTH CARE MO 501(C)(3) 509(A)(3) - TYPE 1 SAINT LUKE'S HEALTH SYSTEM 0 MEDICAL PLAZA IMAGING ASSOCIATES LLC 4401 WORNALL ROAD KANSAS CITY MO 64111 431609584 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM 0 SAINT LUKES COLLEGE OF HEALTH SCIENCES 8320 WARD PARKWAY SUITE 300 KANSAS CITY MO 64114 272716128 POST-SECONDARY NURSING EDUCATION MO 501(C)(3) 170B1AII SAINT LUKE'S HOSPITAL OF KANSAS CITY 0 SLCC INC 4330 WORNALL ROAD SUITE 2000 KANSAS CITY MO 64111 271994652 HEALTH CARE KS APPLYING FOR 501(C)( APPLYING FOR 170B1AI SAINT LUKE'S HEALTH SYSTEM 0 MEDICAL PLAZA PARTNERS LP 4320 WORNALL ROAD STE 410 KANSAS CITY MO 64111 431357824 OWN & OPERATE MEDICAL OFFICE BUILDING MO N/A MEDICAL PARK ASSOCIATES A LP 601 SOUTH 169 HWY SMITHVILLE MO 64089 431311049 OWN & OPERATE MEDICAL OFFICE BUILDING MO N/A SAINT LUKES SURGICENTER - LEES SUMMIT LLC 11221 ROE AVE SUITE 230 OVERLAND PARK KS 66211 470853481 HEALTH CARE MO N/A SAINT LUKES SURGICETNER LLC 11221 ROE AVE SUITE 230 OVERLAND PARK KS 66211 201721929 HEALTH CARE KS N/A FAMILY ADVOCATES LLC 10918 ELM AVENUE KANSAS CITY MO 64134 202739036 FOSTER CARE MO N/A SAINT LUKES CARDIOLOGY SERVICES LLC 10920 ELM AVENUE KANSAS CITY MO 64134 263726426 HEALTH CARE MO N/A SAINT LUKES-GI DIAGNOSTICS LLC 4321 WASHINGTON SUITE 5700 KANSAS CITY MO 64111 274142549 HEALTH CARE MO N/A SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP 10920 ELM AVENUE KANSAS CITY MO 64134 371471890 INSURANCE SC SAINT LUKE'S HEALTH SYSTEM C 1.00000 ST LUKES HEALTH VENTURES INC 4320 WORNALL ROAD STE 410 KANSAS CITY MO 64111 431278476 ACCOUNTING MO N/A C MEDICAL PLAZA MANAGEMENT INC 4320 WORNALL ROAD STE 410 KANSAS CITY MO 64111 431352317 MEDICAL OFFICE BLDG MANAGEMENT MO N/A C VENTURE FINANCIAL SERVICES INC 9500 EAST 63RD STREET SUITE 202 RAYTOWN MO 64133 431605740 COLLECTIONS MO N/A C SPELMAN DEVELOPMENT CORPORATION 601 SOUTH 169 HWY SMITHVILLE MO 64089 431296007 HEALTH CARE MO N/A C 0 0 1 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 ST LUKES HOSPITAL OF KANSAS CITY P 15612792 SAINT LUKES NORTHLAND HOSPITAL CORPORATION P 2548798 SAINT LUKES SOUTH HOSPITAL P 3316455 SAINT LUKES EAST HOSPITAL P 4667293 SAINT LUKES MEDICAL GROUP P 2315122 CRITTENTON P 654863 SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE P 424110 ST LUKES OF TRENTON P 1198583 SAINT LUKES HOSPITAL OF GARNETT P 2839671 CABOT WESTSIDE HEALTH CENTER P 160606 SAINT LUKES HOSPITAL OF CHILLICOTHE P 2220359 SAINT LUKES CANCER INSTITUTE LLC P 727755 CUSHING MEMORIAL HOSPITAL CORPORATION P 1288077 SAINT LUKES CARE P 813733 CRITTENTON J 203004 ST LUKES HOSPITAL OF KANSAS CITY N 550957 SAINT LUKES EAST HOSPITAL N 301297 SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP P 291924 SAINT LUKES CARE O 813733 SLCC INC P 1693947 SAINT LUKES COLLEGE OF HEALTH SCIENCES P 68878 MEDICAL PLAZA IMAGING ASSOCIATES LLC P 53140 SAINT LUKES HOSPITAL OF CHILLICOTHE N 74508 SAINT LUKES CANCER INSTITUTE LLC O 274858 SAINT LUKES EAST HOSPITAL O 1155244 ST LUKES HOSPITAL OF KANSAS CITY O 6707541 SAINT LUKES HOSPITAL OF CHILLICOTHE O 781155 SAINT LUKES HOSPITAL OF GARNETT O 294411 ST LUKES OF TRENTON O 600353 CUSHING MEMORIAL HOSPITAL CORPORATION O 316642 SAINT LUKES NORTHLAND HOSPITAL CORPORATION O 1345532 SAINT LUKES MEDICAL GROUP O 783232 SAINT LUKES SOUTH HOSPITAL O 1170989 CRITTENTON O 517578 SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE O 353273 CABOT WESTSIDE HEALTH CENTER O 59863 SLCC INC O 310573 TRANSACTIONS WITH RELATED ORGANIZATIONS FORM 990, SCHEDULE R, PART V, LINE 2: SAINT 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.