2024-08-15T08:56:08-05:00 2023-09-30 861065772 Deloitte Tax LLP 111 Monument Circle Suite 4200 Indianapolis IN 46204 990 2022-10-01 841421665 St Luke's Wood River Medical Center Ltd STLU 2083812222 190 E Bannock Boise ID 83712 Kathryn Fowler SVP/CFO/Treasurer 2083812222 2024-08-15 1 0 Shawna M Jansons P01222873 3174648600 2022 2024-08-08 14:25:15Z Chris Roth 190 E Bannock Boise ID 83712 99025170 0 X www.stlukesonline.org X 1996 ID Provide healthcare services to the community. 16 13 0 23 0 0 3034029 2496055 100827811 96187766 0 0 325339 332903 104187179 99016724 0 0 0 0 0 0 0 0 656270 85488681 88153100 85488681 88153100 18698498 10863624 137631791 148887744 5134354 4671923 132497437 144215821 X To improve the health of people in the communities we serve. 0 0 13815905 0 14223843 Medical & Surgical:St. Luke's Wood River Medical Center opened its doors in 2000 to serve the health care needs of people living in the greater Blaine County area. This not-for-profit, 25-bed critical access hospital provides 24-hour emergency services, orthopedic and general surgery, diagnostic imaging including MRI, CT, and digital mammography, maternal and childbirth services, and outpatient infusion services including chemotherapy. St. Luke's physicians work closely with the medical center and are part of a network of more than 30 providers including dermatology, family medicine, internal medicine, neurology, OB/GYN, pediatrics, orthopedics, and urology. During fiscal year 2023, St. Luke's Wood River Medical Center provided qualified inpatient care for 1,009 admissions covering 2,709 patient days. They also provided patient care associated with 48,357 outpatient visits. 9620471 0 287431 Primary Care:Wood River has medical practices serving the following areas:Internal Medicine, OBGYN, Family Medicine, Pediatrics, Dermatology, Gastroenterology, Mental Health, Neurology, Orthopedics, and Sports Medicine. In fiscal year 2023, the practices had 75,352 visits. 3886795 0 0 Ortho-Neuro:St. Luke's Rehabilitation Ketchum & HaileyAt St. Luke's Rehabilitation our physical, occupational and speech therapists provide personalized care to help patients recover from an injury or surgery, or to help manage a chronic condition. We specialize in sports medicine, spine wellness, orthopedic and neurologic rehabilitation, hand therapy, lymphedema, spine therapy, pelvic health, pediatrics and geriatrics.Our treatment programs include balance and vestibular therapy, arthritis therapy, osteoporosis rehabilitation, cancer rehabilitation, speech and language therapy, cognitive therapy, ski conditioning, arthritis therapy, neurologic rehabilitation, concussion rehabilitation, including ImPACT (Immediate Post-Concussion Assessment and Cognitive Testing), and sports medicine. We offer ergonomic evaluations, modified barium swallow testing, and access to an AlterG Anti-Gravity Treadmill, which can help reduce recovery time after surgery, injury, or other mobility impairment. We also offer two classes for those with Parkinson's disease: a speech and articulation class, and mobility and balance class.St. Luke's Clinic Neurology: HaileyWe offer comprehensive diagnosis and treatment for people ages 12 and older who need neurological care. We specialize in disorders of the nervous system, including brain, spinal cord, nerves, and muscles, and can treat or help you manage epilepsy, stroke, sleep disorders, multiple sclerosis, Parkinson's disease and other neurological conditions.We're dedicated to the highest quality care that's personalized to meet individual needs, with a goal to help people achieve their best possible health and quality of life. 48669962 0 81676492 Other services including (but not limited to):pharmacyt, rehab, lab, emergency department, women's, behavorial health, heart, acute, telehealth, oncology & children's.Overall, program service dollars reported in Fiscal Year 2023 did not change from prior years. However, methodology was refined in Fiscal Year 2023 to provide more specific information related to the programs that the entity is providing. Other program services include all other services that would have previously been reported in lines 4a, b & c. 48669962 0 81676492 75993133 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 13 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X Jared Grant System Controller 2083812222 190 E Bannock Boise ID 83712 X Chris Roth President & System CEO 2.00 50.00 X X 0 1586822 48290 Andy Scoggin Chair 0.50 2.50 X X 0 0 0 Alan Korn MD Director 0.50 2.50 X 0 0 0 Bill Gilbert Director (Start 11/2022) 0.50 2.50 X 0 0 0 Bill Whitacre Director 0.50 2.50 X 0 0 0 Bob Lokken Director 0.50 2.50 X 0 0 0 Brigette Bilyeu Director 0.50 2.50 X 0 0 0 Dan Krahn Director 0.50 2.50 X 0 0 0 Emily Baker Director 0.50 2.50 X 0 0 0 Jill Twedt Director (Start 11/2022) 0.50 2.50 X 0 0 0 Jon Miller Director (End 11/2022) 0.50 2.50 X 0 0 0 Lisa Grow Director 0.50 2.50 X 0 0 0 Lucie DiMaggio MD Director 0.50 2.50 X 0 18705 0 Mark Durcan Director 0.50 2.50 X 0 0 0 Rich Raimondi Director 0.50 4.50 X 0 0 0 Rosa Davila Director 0.50 2.50 X 0 0 0 Tom Corrick Director 0.50 2.50 X 0 0 0 Christine Neuhoff SVP/Chief Legal Officer/Secretary 2.00 48.00 X 0 840490 36439 Sandee Moore Gehrke Hospital Chief Executive Officer 5.00 37.00 X 0 777872 42358 Kathryn Fowler SVP/CFO/Treasurer 2.00 48.00 X 0 510280 20199 Michael Fenello VP, Population Health 10.00 30.00 X 0 530051 36961 Matthew Kopplin MD Physician 40.00 0.00 X 0 768616 32374 Garrett Coman MD Physician 40.00 0.00 X 0 668937 19782 Matthew Reeck MD Physician 40.00 0.00 X 0 635383 34074 Alison Kinsler MD Physician 40.00 0.00 X 0 503083 20701 Derek Ipsen DO Physician 40.00 0.00 X 0 591242 8523 Jeffrey S Taylor Former SVP/CFO/Treasurer 0.00 2.00 X 0 794537 81587 David C Pate MD JD Former CEO & President 0.00 0.00 X 0 154684 0 0 8380702 381288 0 1 1 0 Rightsourcing Inc 9 Executive Cir 290 Irvine CA 92614 Medical Staffing 5621313 Magic Valley Anesthesiology 139 River Vista Place Ste 202 Twin Falls ID 83301 Anesthesia Services 1546858 Qualivis LLC 2000 Center Point Rd Ste 2360 Columbia SC 29210 Medical Staffing 496371 Siemens Healthineers 221 Gregson Dr Cary NC 27511 Facilities Managment 320628 Sodexo Operations LLC 9801Washintonian Blvd Gaithersburg MD 20878 Facilities Management 282961 13 1343730 1152325 2496055 Net Patient Revenue 900099 93232514 93232514 Contract Service Reven 900099 1971105 1971105 SLHS Allocated Revenue 900099 683379 683379 Premium Revenue 900099 179250 179250 Merchandise Sales 900099 33245 33245 88273 88273 96187766 43236 8446 34790 34790 34790 Cafeteria/Catering/Ven 722514 298113 298113 298113 99016724 96187766 0 332903 1771792 1736356 17718 17718 31903 31903 4371817 4284381 87436 2389 2389 672019 658579 13440 5698410 5698410 305114 296668 8446 261686 209349 36636 15701 3070821 3070821 3994 3994 Allocated SLHS Wages 45860843 36338848 9104505 417490 Supplies 15459176 14840809 618367 Allocated SLHS Exp 6432473 6432473 Contract Service 1876316 1501053 356500 18763 2334347 921392 1361525 51430 88153100 75993133 11503697 656270 15831073 15835063 898998 3537985 1857129 1842602 71699 47687 81415708 51851217 30893592 29564491 96420 80350 87982880 97979566 137631791 148887744 2539122 2684872 2595232 1987051 5134354 4671923 X 132497437 144215821 132497437 144215821 137631791 148887744 X 10863624 854760 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4434711 4434711 55429969 34392544 21037425 19821312 17458673 2362639 1729716 1729716 29564491 Due from Related Organizations 97424096 Deposits 555470 97979566 AP Medicare-Medicaid Prog 1378000 Operating Leases 609051 1987051 X Part X, Line 2: Footnote Disclosure-Uncertain Tax Positions Under ASC 740 (Source: Consolidated Financial Statements-St. Luke's Health System Fiscal Year 2023) Income Taxes - The Health System is a not-for-profit corporation and is recognized as tax-exempt pursuant to Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. The Health System has activities that are considered unrelated business taxable income (UBTI), which are subject to income tax. The Health System also has two taxable subsidiaries, St. Luke's Health Partners, and St. Luke's Health Plan whose operations are included in the consolidated financial statements and as such we have provided for income taxes on this activity under the Accounting Standards Codification (ASC) 740. For the Health System's taxable subsidiary and activities considered UBTI, income taxes are accounted for under the asset and liability method, which requires the recognition of Deferred Tax Assets (DTAs) and Deferred Tax Liabilities (DTLs) for the expected future tax consequences of events that have been included in the consolidated financial statements. Under this method, the Health System determines DTAs and DTLs based on the differences between the financial statement and tax bases of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rates on DTAs and DTLs is recognized in results of operations in the period that includes the enactment date of the rate change. The Health System recognizes DTAs to the extent that these assets are more likely than not to be realized. In making such a determination, the Health System considers all available positive and negative evidence, including future reversals of existing taxable temporary differences, projected future taxable income, tax-planning strategies, and results of recent operations. If the Health System determines that DTAs are realizable in the future in excess of their net recorded amount, the Health System would make an adjustment to the DTA valuation allowance, which would reduce the provision for income taxes. The Health System records uncertain tax positions in accordance with ASC 740 on the basis of a two-step process in which (1) the Health System determines whether it is more likely than not that the tax positions will be sustained on the basis of the technical merits of the position and (2) for those tax positions that meet the more-likely-than-not recognition threshold, the Health System recognizes the largest amount of tax benefit that is more than 50 percent likely to be realized upon ultimate settlement with the related tax authority. Management is not aware of any uncertain tax positions that should be recorded. 1 1 X 1 X 1 X 1 0 0 1925374 1925374 0.02180 6573330 7043859 0 0.00000 8498704 7043859 1925374 0.02180 560486 1200 559286 0.00630 1061499 1061499 0.01200 5879 5879 0.00010 88950 194809 0 0.00000 140981 140981 0.00160 1857795 196009 1767645 0.02000 10356499 7239868 3693019 0.04180 1944 500 1444 0.00000 1740 1740 0.00000 500 0 0.00000 3684 1000 3184 0.00000 1 2426200 0 20075276 27650072 -7574796 X 1 1 1 1 St Luke's Wood River Medical Center 100 Hospital Drive Ketchum ID 83340 www.stlukesonline.org State of Idaho License #HH-62 X X X X St Luke's Wood River Medical Center 1 0 0 1 X X X X X X X X X 22 1 1 1 1 X www.stlukesonline.org/about-st-lukes/supporting-the-community X 1 22 1 www.stlukesonline.org/about-st-lukes/supporting-the-community 0 1 X 200.000000000000 400.000000000000 X X X X X X 1 1 X X X 1 X www.stlukesonline.org/resources/before-your-visit/financial-care X www.stlukesonline.org/resources/before-your-visit/financial-care X www.stlukesonline.org/resources/before-your-visit/financial-care X X X X X X X 1 X 0 X X X X 1 X 0 0 St. Luke's Wood River Medical Center Part V, Section B, Line 5: The initial step in the CHNA process is to gain an understanding of the health status from existing data and community members. This can include health outcomes such as rates of various diseases,causes of death, and social determinants of health. This information helps assess what can be done within the community to meet the needs with programs, services, or policies. After data analysis, a rigorous prioritization process is employed to ensure the highest priorities identified within the community are addressed by the CHNA. This process includes various community members and stakeholders providing their community input and values across all aspects of this report and next steps.This CHNA aims to identify the health needs of Blaine County, Idaho through a Social Determinants of Health (SDoH) framework, which defines health in the broadest sense and recognizes numerous factors from employment to housing to access to health care that have an impact on the community's health. Social, educational, economic, and health data are drawn from existing data sources such as the U.S. Census, Idaho Department of Health and Welfare, and Idaho State Department of Education, among others.Collaborative Partners:Boise State University Intermountain HealthcareSteering Committee:Blaine County School DistrictWood River Hospice and Palliative Care South Central Public Health District Family Health ServicesBlaine County Recreation District Blaine County Prosecuting Attorney The Crisis Hotline IdahoNeighbors Helping NeighborsBlaine County Commissioners Office Men's Second Chance LivingBlaine County Charitable Foundation The Wood River YMCAThe Advocates Hailey City CouncilThe Senior ConnectionSt. Luke's Wood River Community Board Wood River Fire and RescueHailey Police NAMI Wood RiverThe Hunger CoalitionFocus Group Hosts:Blaine County School District Social Workers Men's Second Chance LivingThe Wood River YMCA Wood River Fire and Rescue The AdvocatesThe Senior Connection The Hunger CoalitionCommunity Leader Interview Participants:Blaine County Charitable Fund Hailey City CouncilmanBlaine County Schools Superintendent Wood River Hospice and Palliative Care South Central Public Health Family Health ServicesBlaine County Recreation District Blaine County Prosecuting Attorney The Crisis Hotline IdahoNeighbors Helping NeighborsBlaine County Commissionerhttps://www.stlukesonline.org/about-st-lukes/supporting-the-community/community-health-needs-assessments St. Luke's Wood River Medical Center Part V, Section B, Line 6a: Intermountain Health System (Saltzer Health) St. Luke's Wood River Medical Center Part V, Section B, Line 6b: Boise State University St. Luke's Wood River Medical Center Part V, Section B, Line 11: St. Luke's Wood River Prioritized Community Health Needs In our 2023 Community Health Needs Assessment (CHNA), the following health needs received the highest score within each category, signifying the importance of addressing these needs to improve community health.The following implementation plan illustrates the strategies St. Luke's, and its community partners will employ in fiscal year 2024 to address the most significant health needs identified in our 2023 Community Health Needs Assessment for Valley County. (1) Access to Health-Related Services (Including Language and Cultural Barriers)Strategy 1: Address transportation barriers to care.Strategy 2: Support mobile, telehealth and on-site health services.Strategy 3: Support community health worker (CHW) models, resource navigation services and engagement with vulnerable populations.(2) Mental Well-Being (Including Suicide and Substance Misuse)Strategy 1: Support awareness, education and skill building.Strategy 2: Increase access to mental and behavioral health services.Strategy 3: Identify, intervene and measure outcomes in populations. (3) High Cost of Living (Including Housing, Caregiving, and Early Learning)Strategy 1: Support households that are cost burdened (spend more than 30% of income on housing costs).Strategy 2: Support families and individuals experiencing homelessness.Strategy 3: Increase affordable housing options.Strategy 4: Increase quality, affordable early learning and caregiving opportunities.Strategy 5: Increase access to and utilization of health foods.https://www.stlukesonline.org/about-st-lukes/supporting-the-community/community-health-needs-assessments St. Luke's Wood River Medical Center Part V, Section B, Line 13b: Financial Care: Eligible applicants will receive the following assistance:1. Full Discount: The full amount for eligible services will be covered under the Financial Care Policy for any patient or guarantor whose income is at or below 200 percent of the federal poverty level.2. Partial Discount: A sliding fee schedule will be used to determine the amount eligible for financial care assistance for any uninsured or underinsured patient or guarantor. For such applicants, assistance will be provided based on a combination of household income and assets. Partial discounts will be provided if the combination of income and assets is greater than 200 percent but equal to or less than 400 percent of the FPL. Assistance is granted only after all third-party reimbursement possibilities available to the applicant have been exhausted.3. Uninsured and underinsured individuals deemed medically indigent may qualify for a highly discounted rate.4. If the patient balance exceeds 30 percent of household income, patients will qualify for a one-time reduction.5. Assets for evaluation for services performed outside of a National Health Service Corp. (NHSC) location may include, but are not limited to:a. home equity;b. IRAs, 403(b) accounts, 401k accounts, stocks/bonds;c. savings/money market accounts; andd. other investments (rental properties, etc.).www.stlukesonline.org/resources/before-your-visit/financial-care St. Luke's Wood River Medical Center Part V, Section B, Line 16j: A Financial Care application is provided to the patient which contains Patient Financial Advocate contact information. 2 1 - St Luke's Clinic 1450 Aviation Dr Hailey ID 83333 Family Medicine and Physician clinics 2 - St Luke's Clinic Family Medicine 21 E Maple Hailey ID 83333 Physician Clinic Part I, Line 3c: Please refer to the disclosure for Part V, Section B, Line 13b - which describes methods used to determine eligibility for financial assistance. Part I, Line 7: The cost to charge ratio was used to calculate the financial assistance provided to the community. Other Community benefits come from a data repository maintained by St. Luke's Employees that tracks community benefit costs and hours. Part I, Line 6a: St.Luke's Wood River Medical Center, Ltd. is not required under Idaho law to file a community benefit report, since its total licensed beds are less than the minimum 150 bed requirement threshold. (Wood River has 25 licensed beds.) Moreover, the activity of St.Luke's Wood River Medical Center, Ltd. is not included in the community benefit report within any of its related organizations within the St. Luke's Health System." Part 1, Line 5a, Discounted Care: Financial assistance is provided to any qualifying patients, regardless of budget. Part 1, Line 7i During the fiscal year 2023, St. Luke's administrated and dispensed the majority of community grants, cash, and in-kind donations at the system level. Those grants and donations were still awarded and continued to support health initiatives through all the communities we serve and were reported on form 990 for St. Luke's Health System. Part II, Community Building Activities: St. Luke's is an active participant in the community, and provides support to address public health issues, and works with coalitions to address local health needs. St. Luke's takes on initiatives as need arises such as food and nutrition security, housing stability, cost of living relief, mental health and well-being and access to care. Part III, Line 2: The Cost to Charge ratio method was used to calculate bad debt expense at cost. Part III, Line 3: St. Luke's has a very robust financial assistance program, therefore, no estimate is made for bad debt attributable to patients eligible under the financial assistance policy. Part III, Line 4: Per the audited financial statements in footnote three, St. Luke's grants credit without collateral to its patients, most of whom are local residents and many of whom are insured under third-party agreements. The allowance for estimated uncollectible amounts is determined by analyzing both historical information (write-offs by payor classification), as well as current economic conditions. Part III, Line 8: The source of the information is the Medicare Cost Report for fiscal year 2023. The amount is calculated by comparing the total Medicare apportioned costs (allowable costs) to payments (including IME and GME) received during FY'23.St. Luke's provides medical care to all patients eligible for Medicare regardless of the shortfall and thereby relieves the Federal Government of the burden for paying the full cost of Medicare. Part III, Line 9b: All subsidiaries within the St. Luke's Health System have policies in place to provide financial assistance to those who meet established criteria and need assistance in paying for the amounts billed for their provided health care services. In addition, the collection policies and practices in place within the St. Luke's Health System provide guidance to patients on how to apply for this assistance. Collection of amounts due may be pursued in cases where the patient is unable to qualify for charity care or financial assistance and the patient has the financial resources to pay for the billed amounts. Part VI, Line 2: A Community Health Needs Assessment (CHNA) was conducted for the fiscal year ending 9/30/2023. Information related to the CHNA is shown in the responses to questions 3 and 7 of "Part V, Section B, Facility Policies and Practices".A complete copy of the CHNA assessments for all of the hospitals operating within the St. Luke's Health System can be found at the following website:https://www.stlukesonline.org/about-st-lukes/supporting-the-community/community-health-needs-assessmentsAdditional assessments of health care needs include St. Luke's Social Determinants of Health screenings being implemented in 2024, acute and ambulatory settings. External partners including United Way and the state Health and Welfare conduct surveys and assessments determining additional needs at the county level. An annually updated resource is the online data platform, the Idaho Oregon Community Health Atlas that reflects needs at the census tract level across the St. Luke's geography. Part VI, Line 3: (A) St. Luke's provides notice of the availability of financial assistance via: 1. Signage 2. Patient brochure 3. Billing Statement 4. Written collection action letter 5. Online at www.stlukesonline.org/billing (B) Financial assistance policy is translated into the following language: Spanish (C) St. Luke's provides individual notice of the availability of financial assistance to a patient expected to incur charges that may not be paid in full by third party coverage, along with an estimate of the patient's liability. (D) For cases in which St. Luke's independently determines patient eligibility for financial assistance, St. Luke's provides written notice of determination that the patient is or is not eligible within 10 business days of receiving a completed application and the required supporting documentation.https://www.stlukesonline.org/resources/before-your-visit/financial-care Part VI, Line 4: The population in Idaho increased from 2010-2020 by 17.3%. Idaho had the highest percentage of population growth in the nation in 2022. In a 2021 statewide survey, Idahoans were asked: Would you say that the state of Idaho is growing too fast, too slow, or about right? Over 70% of participants responded with growth being too fast. During this same period the Wood River Valley grew by 17.5%. Much of this growth occurred in the towns of Ketchum and Hailey. CHNA respondents feel they have maintained a friendly and caring community despite the growth. Negative impacts of growth include rising housing costs, decreased availability of housing stock, wages not keeping up with cost of living, increased substance misuse, and increased need for mental health care services.In November 2000, St. Luke's Wood River Medical Center opened its doors to serve the health care needs of people living in the greater Blaine County area. During the design process, special care was taken to ensure a facility that would complement the surrounding terrain, with the hospital's exterior and interior reflecting the beauty of Idaho's world-renowned Sun Valley area. To best accommodate the needs of the people in this region, the hospital site was located immediately off Highway 75.Services at Wood River Medical Center include a 24-hour emergency department, inpatient and outpatient surgery, diagnostics, maternity services, physical and occupational therapy, mammography, orthopedics, infusion services, and medical/surgical units. St. Luke's Center for Community Health's main office can be found in the Hailey Medical Clinic, in the neighboring town. Known for our clinical excellence, St. Luke's Wood River has been nationally recognized for quality and patient safety. This fall, Press Ganey announced that St. Luke's Wood River Emergency Department and Inpatient Care Unit were named as a 2021 Guardian of Excellence Award winner. The Guardian of Excellence Award recognizes top-performing health care organizations that have achieved the 95th percentile or above of performance in patient experience. St. Luke's Wood River is fortunate to have over 50 physicians on the medical staff, and a dedicated governing board comprised of independent civic leaders who volunteer their time to serve.Idaho is home to a majority white population. Compared to the state average, the Wood River Valley has a higher percentage of Hispanic/Latino residents. CHNA respondents identified Hispanic/ Latino, non-native English speaking, immigrant, and refugee populations as being most at-risk of missing needed services. Those representing these groups reported barriers to service including lack of translation and interpretation services. In recent years there has been greater representation of Latinos in public spheres advocating on behalf of the community and the county recognizing the presence of Latinos in the community.The population in Idaho from 2010-2020 increased by 17.3%. Counties experiencing outsized growth include Ada County increasing by 26.1%, Canyon County by 22.3%, and Valley County by 19.1%. Idaho had the highest percentage of population growth in the nation in 2022.The Federal poverty level (FPL) is a measure of income issued annually by the Department of Health and Human Services used to determine eligibility for programs and benefits. Although the FPL is used to measure a resident's ability to financially meet basic needs, it is not an exclusive measure of financial struggle. The FPL is also calculated for the entire 48 contiguous states grouped together and it cannot account for variation across states, counties, or cities. This means that a region, such as the Wood River, may have a much different cost of living than the national average the FPL was based on. In Blaine County, many low-income households fall above the FPL and still struggle to meet expenses.Household incomes in Blaine County have risen over the past few years, despite a dip in 2018 and 2019. Except at a short point during this dip, Blaine County has consistently had higher wages than the state average. However, this difference is tempered by higher living costs in Blaine County. This means that wage increases may not lead to increased financial stability for households that are facing difficult-to-meet costs.https://www.stlukesonline.org/about-st-lukes/supporting-the-community/community-health-needs-assessments Part VI, Line 5: The people who serve on the various boards for subsidiaries within the St. Luke's Health System are local citizens who have a vested interest in the health of their communities. St. Luke's believes that locally owned and governed hospitals take the best measure of community health care needs. The committed leaders who volunteer on our boards do so because they are dedicated to ensuring that the people of southern Idaho and the surrounding area have access to the most advanced, most comprehensive health care possible. We are grateful to our board leadership for giving generously their time and talents and bringing to the table their unique perspectives and intimate knowledge of their communities. The vision of dedicated community leaders has guided St. Luke's for many decades, and will continue to guide us well into the future. St. Luke's supports the training of rising young physicians, nurses, specialists and allied health professions through preceptors, scholarships, partnerships with local colleges and universities. The same institutions are research partners committed to advancing care across the region. St. Luke's commitment to specialties such as cancer, cardiology, children's, neurology and orthopedics allow patients the ability to stay in their home state, closer to home to receive a higher level of care.As a not-for-profit organization, 100% of St. Luke's revenue after expenses is reinvested in the organization to serve the community in the form of staff, buildings, or new technology as well as supporting local nonprofits that provide services and expertise outside of our care. Examples include funding federally qualified health centers serving low income and vulnerable populations; providing education and outreach focused on prevention practices and funding organizations that address one or more of the significant health needs identified by data and insights. Also, St. Luke's Wood River Medical Center, Ltd. maintains an open medical staff. Any physician can apply for practicing privileges as long as they meet the standards for St. Luke's Wood River Medical Center, Ltd. Part VI, Line 6: As the only Idaho-based not-for-profit health system, St. Luke's Health System is part of the communities we serve, with local physicians and boards who further our organization's mission "To improve the health of people in the communities we serve." Working together, we share resources, skills, and knowledge to provide the best possible care, no matter which of our hospitals provide that care. Each St. Luke's Health System hospital is nationally recognized for excellence in patient care, with prestigious awards and designations reflecting the exceptional care that is synonymous with the St. Luke's name. St. Luke's Health System provides facilities and services across the region, covering a 150-mile radius that encompasses southern and central Idaho, northern Nevada, and eastern Oregon-bringing care close to home and family. The following entities are part of the St. Luke's Health System: (1) St. Luke's Regional Medical Center, Ltd. with the following locations: --St. Luke's Boise Hospital --St. Luke's Meridian Hospital --St. Luke's Children's Hospital --St. Luke's Boise/Meridian/Caldwell/Fruitland Physician Clinics --St. Luke's Eagle Urgent Care --St. Luke's Elmore Hospital with physician clinic --St. Luke's Fruitland Emergency Department/Urgent Care (2) St. Luke's Wood River Medical Center, Ltd. which consists of a critical access hospital located in Ketchum, Idaho as well as various physician clinics (3) St. Luke's Magic Valley Regional Medical Center, Ltd. which consists of the following: --St. Luke's Magic Valley Hospital-Twin Falls, Idaho --Various St. Luke's Physician Clinics in Twin Falls --Canyon View-(Behavioral Health) --St. Luke's Jerome Hospital-Jerome, Idaho --Various Physician clinics in Jerome (4) St. Luke's McCall, Ltd. which consists of a critical access hospital located in McCall, Idaho as well as various physician clinics. (5) St. Luke's Nampa Medical Center, Ltd. which consists of a critical access hospital located in Nampa, Idaho as well as various physician clinics. St. Luke's physician clinics and services are provided in partnership with area physicians and other health care professionals. These include: Cardiovascular; Child Abuse and Neglect Evaluation; Endocrinology; Ear, Nose, and Throat; Family Medicine; Gastroenterology; General Surgery; Hypertensive Disease; Internal Medicine; Maternal/Fetal Medicine; Medical Imaging; Metabolic and Bariatric Surgery; Nephrology; Neurology; Neurosurgery; Obstetrics/Gynecology; Occupational Medicine; Orthopedics; Outpatient Rehabilitation; Plastic Surgery; Psychiatry and Addiction; Pulmonary Medicine; Sleep Disorders; and Urology. In addition, St. Luke's works with other regional facilities, including Weiser Memorial Hospital and Salmon River Clinic, through a combination of management and other contracts for select specified services. 0 1 0 0 0 0 0 0 0 Chris Roth President & System CEO 0 1407673 0 0 0 179149 0 18410 0 29880 0 1635112 0 0 Christine Neuhoff SVP/Chief Legal Officer/Secretary 0 724912 0 0 0 115578 0 16095 0 20344 0 876929 0 0 Jeffrey S Taylor Former SVP/CFO/Treasurer 0 711371 0 0 0 83166 0 64199 0 17388 0 876124 0 14047 Sandee Moore Gehrke Hospital Chief Executive Officer 0 696113 0 0 0 81759 0 13780 0 28578 0 820230 0 0 Matthew Kopplin MD Physician 0 593067 0 149308 0 26241 0 13780 0 18594 0 800990 0 0 Garrett Coman MD Physician 0 328532 0 319419 0 20986 0 11465 0 8317 0 688719 0 0 Matthew Reeck MD Physician 0 281369 0 329990 0 24024 0 13780 0 20294 0 669457 0 0 Derek Ipsen DO Physician 0 563000 0 0 0 28242 0 8261 0 262 0 599765 0 0 Michael Fenello VP, Population Health 0 450592 0 0 0 79459 0 16095 0 20866 0 567012 0 0 Kathryn Fowler SVP/CFO/Treasurer 0 465103 0 0 0 45177 0 13780 0 6419 0 530479 0 0 Alison Kinsler MD Physician 0 337373 0 128744 0 36966 0 13780 0 6921 0 523784 0 0 David C Pate MD JD Former CEO & President 0 0 0 0 0 154684 0 0 0 0 0 154684 0 154684 Part I, Line 3 Compensation for the organization's CEO is determined by St. Luke's Health System, Ltd. (System), sole member of St. Luke's Wood River Medical Center, Ltd.. The System board approves the compensation amount per the recommendation of its compensation committee, and the decision is then reviewed and ratified by the board of directors for St. Luke's Wood River Medical Center, Ltd.. In determining compensation for the CEO, the System board utilizes the following criteria: Compensation Committee Independent compensation consultant Compensation survey or study Approval by the board or compensation committee Part I, Line 4b During CY2022, the following individuals participated in a supplemental non-qualified executive retirement plan governed by 457(f): Chris Roth received $122,129 of taxable benefits for service in a supplemental retirement plan. Christine Neuhoff received $79,499 of taxable benefits for service in a supplemental retirement plan. Jeffrey S. Taylor received $19,379 of taxable and $14,047 of non-taxable benefits for service in a supplemental retirement plan. Sandee Moore Gehrke received $36,648 of taxable benefits for service in a supplemental retirement plan. Michael Fenello received $19,988 of taxable benefits for service in a supplemental retirement plan. David C. Pate received $154,684 of taxable and $372,053 of non-taxable benefits for service in a supplemental retirement plan. Part II-Column (c) During CY2022 the following individual participated in the basic pension plan. Due to changes in actuarial assumptions this individual experienced an increase in the vested balance of the plan. Jeffrey S. Taylor $55,049 Form 990 Part V, Line 1 & 2 Accounts payable and payroll process are consolidated at the supporting organization level (St. Luke's Health System, Ltd). Therefore, corresponding reporting for 1099's and W-2's occurs at that level. Form 990, Part VI, Section A, line 2 Andy Scoggin has a business relationship with Dan Krahn. Form 990, Part VI, Section A, line 6 St. Luke's Health System, Ltd. is the sole member of St. Luke's Wood River Medical Center, Ltd. Form 990, Part VI, Section A, line 7a St. Luke's Wood River Medical Center,Ltd. (Corporation) and St. Luke's Health System,Ltd.(Member) cooperatively select and employ the CEO of the Corporation. St. Luke's Health system,Ltd. is the sole member of the Corporation. Form 990, Part VI, Section A, line 7b St. Luke's Health System,Ltd. (Member) maintains approval and implementation authority over St. Luke's Wood River Medical Center, Ltd. (Corporation). Actions requiring approval authority may be initiated by either the Corporation or its Member, but must be approved by both the Corporation (by action of its Board of Directors)and the Member. Actions requiring approval authority of the Member include: (a) Amendment to the Articles of Incorporation; (b) Amendment to the Bylaws of the Corporation; (c) Appointment of members of the Corporation's Board of Directors, other than ex officio directors; (d) Removal of an individual from the Corporation's Board of Directors if and when removal is requested by the Corporation's Board of Directors, which request may only be made if the Director is failing to meet the reasonable expectations for service on the Corporation's Board of Directors that are established by the Member and are uniform for the Corporation and for all of the other hospitals for which the Member then serves as the sole corporate member. (e) Approval of operating and capital budgets of the Corporation, and deviations to an approved budget over the amounts established from time to time by the Member; and (f) Approval of the strategic/tactical plans and goals and objectives of the Corporation. Implementation Authority means those actions which the Member may take without the approval or recommendation of the Corporation. This authority will not be utilized until there has been appropriate communication between the Member and the Corporation's Board of Directors and its Chief Executive Officer. Actions requiring implementation authority include: (a) Changes to the Statements of mission, philosophy, and values of the Corporation; (b) Removal of an individual from the Corporation's Board of Directors if and when the Member determines in good faith that the Director is failing to meet the Approved Board of Member Expectations. This authority to remove Directors shall not be used merely because there is a difference in business judgment between the Director and the Corporation or the Member, and shall never be used to remove one or more Directors from the Corporation's Board of Directors in order to change a decision made by the Corporation's Board of Directors; (c) Employment and termination of the Chief Executive Officer of the Corporation; (d) Appointment of the auditor for the Corporation and the coordination of the Corporation's annual audit; (e) Sales, lease, exchange, mortgage, pledge, creation of a security interest in or other disposition of real or personal property of the Corporation if such property has a fair market value in excess of a limit set from time to time by the Member and that is not otherwise contained in an Approved Budget; (f) Sale, merger, consolidation, change of membership, sale of all or substantially all of the assets of the corporation, or closure of any facility operated by the Corporation; (g) The dissolution of the Corporation; (h) Incurrence of debt by or for the Corporation in accordance with requirements established from time to time by the Member and that is not otherwise contained in an Approved Budget; and (i) Authority to establish policies to promote and develop an integrated, cohesive health care delivery system across all corporations for which the Member serves as the corporate member. Form 990, Part VI, Section B, line 11b The Form 990 (Form) is reviewed by an independent public accounting firm based on audited financial statements of the St. Luke's Health System and with the assistance of the organization's finance and accounting staff. A complete copy of the Form 990 is made available to the Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c The organization annually reviews the conflict of interest policy with each board member and also with new board members. Persons covered under the policy include officers, directors, senior executives, non-director members of Board committees, and others as identified by a senior executive. At all levels the board is responsible for assessing, reviewing, and resolving any conflicts of interest that have been disclosed by a covered person, or a conflict of interest disclosed by a covered person with respect to a covered person other than himself/herself. Where a conflict exists, the affected parties must recuse themselves from participating in any discussion and/or vote related to the conflict. Form 990, Part VI, Section B, line 15 Executive compensation is set by St. Luke's Boards of Directors and is reviewed annually. Compensation levels are based on an independent analysis of comparable pay packages offered at similar institutions across the country, with the goal of placing executives in the 50th percentile in aggregate of those surveyed. These surveys are usually done annually. St. Luke's Health System is committed to providing the highest quality medical care to all people regardless of their ability to pay. To keep that commitment, St. Luke's puts a great deal of time and effort into recruiting and retaining the top physicians in a variety of medical fields. Our relationships with physicians range from having privileges at the hospital to full employment. For those physicians who choose to be employed, St. Luke's must offer competitive pay and benefits. Physician compensation is based on a range of criteria and can be influenced by a number of variables including: -Community need for medical specialty -Experience -Productivity -Geography -National surveys adjusted for local conditions -Willingness to serve regardless of patients' ability to pay -Duration of relationship and contractual terms -Performance on quality metrics To ensure physician compensation and benefits remain within industry standards and legal requirements for not-for-profit institutions, St. Luke's has a Physician Arrangements policy that specifies circumstances requiring a third-party valuation and also periodically uses third-party consulting firms to review St. Luke's physician compensation arrangements. Given the growing national shortage of physicians, recruiting and retaining physicians is more critical than ever to guarantee that people seeking care at St. Luke's will continue to have access to the physicians and specialists they need regardless of their insurance status or insurance provider. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are not available to the public. Form 990 is available for public inspection on our website, which contains financial information. Form 990 Part VII Section A Allocation of Compensation and Hours: The total hours worked and compensation reported for the following individuals represent services rendered to organizations within the St. Luke's Health System: Chris Roth: St. Luke's Health System, Ltd. St. Luke's Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Health Foundation, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's Wood River Medical Center, Ltd. St. Luke's Nampa Medical Center, Ltd. Christine Neuhoff: St. Luke's Health System, Ltd. St. Luke's Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's Wood River Medical Center, Ltd. St. Luke's Nampa Medical Center, Ltd. Kathryn Fowler: St. Luke's Health System, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Nampa Medical Center, Ltd. St. Luke's Regional Medical Center, Ltd. St. Luke's Wood River Medical Center, Ltd. Michael Fenello: St. Luke's Health System, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's Wood River Medical Center, Ltd. Sandee Moore Gehrke: St. Luke's Health System, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Nampa Medical Center, Ltd. St. Luke's Regional Medical Center, Ltd. St. Luke's Wood River Medical Center, Ltd. St. Luke's Clinic Coordinated Care, Ltd. Also, it should be noted that the hours reported for the directors (employed by St. Luke's), officers, key employees, and highest-paid employees are based on a minimum 40-hour work week. However, due to the demands of their roles within the St. Luke's Health System, the hours worked by these individuals often exceed the minimum required 40 hours. Form 990, Part XI, line 9: Change in Minim Liability - Supplemental Executive Retirement Plan (SERP) CAPITAL INVESTED IN PLANT 854,760. St Luke's Clinic-Wood River LLC 190 E Bannock Boise ID 83712 452715973 Physician Clinic Services ID 14379578 918326 St Luke's Wood River Medical Center Ltd St Luke's Clinic Coordinated Care Ltd 190 E Bannock Boise ID 83712 455195864 Accountable Care Organization ID 501(c)(3) 10 St Luke's Health System Ltd 0 St Luke's Health Foundation Ltd 190 E Bannock Boise ID 83712 810600973 Fundraising ID 501(c)(3) 7 St Luke's Health System Ltd 0 St Luke's Health System Ltd 190 E Bannock Boise ID 83712 562570681 Supporting Organization ID 501(c)(3) 12C, III-FI N/A 0 St Luke's Magic Valley Regional Medical Center Ltd 190 E Bannock Boise ID 83712 562570686 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 0 St Luke's McCall Ltd 190 E Bannock Boise ID 83712 273311774 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 0 St Luke's Nampa Medical Center Ltd 190 E Bannock Boise ID 83712 821162805 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 0 St Luke's Regional Medical Center Ltd 190 E Bannock Boise ID 83712 820161600 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 0 St Luke's Wood River Medical Center Volunteer Core Inc PO Box 3525 Ketchum ID 83340 237103805 Fundraising ID 501(c)(3) 12C, III-FI N/A 0 Select Medical Network of Idaho Inc PO Box 1990 Boise ID 83701 810594024 Provider Network ID N/A C 0 St Luke's Health Plan Inc 800 E Park Blvd Boise ID 83712 874765682 Health Insurance Provider ID N/A C 0 Sequoyah Assurance Ltd PO 1051 Grand Cayman CJ KY1-1102 981631863 Captive Insurance CJ N/A C 0 Anderson Plaza Medical Building Inc 190 E Bannock St Boise ID 83702 820448741 Medical Offices ID N/A C 0 St Luke's Office Plaza 190 E Bannock St Boise ID 83702 820389626 Medical Offices ID N/A C 0 St Luke's Elmore Medical Building Inc 190 E Bannock St Boise ID 83702 813992116 Medical Offices ID N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0