2019-11-14T15:02:45-06:00 2018-12-31 440160260 BKD LLP 1201 WALNUT SUITE 1700 KANSAS CITY MO 641062246 990 2018-01-01 431747502 Saint Lukes Health System Inc SAIN 8169323377 901 East 104th Street Mailstop 900S Kansas City MO 64131 Charles V Robb Sr VP Finance/Admin & CFO 2019-11-14 true MICHAEL J ENGLE P00482834 8162216300 2018 2020-04-17 16:48:07Z Melinda Estes MD 901 East 104th Street Mailstop 900S Kansas City MO 64131 233002781 false X www.saintlukeskc.org X 1996 KS OPERATE INTEGRATED HEALTH CARE DELIVERY SYSTEM 15 12 1684 15 306843 0 29027272 10081032 203514561 222704301 87458 217448 0 232629291 233002781 481794 5991233 0 109977466 126325586 0 0 96148967 113804604 206608227 246121423 26021064 -13118642 269252373 278784011 190675255 223512651 78577118 55271360 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. false false 240574622 5991233 221555920 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 10 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, CARE FOR THE TERMINALLY ILL AND A LIFE CARE SENIOR LIVING COMMUNITY. 240574622 true true false true false false false false false true false false true true false false true false false true false false false false false true true true false true true false false false false false false false false true false false false false false true true true true false false true X 754 0 true 1684 true true true true EI BD CJ false false false false true false false false true false X 15 12 false false true false false false false true true false false true true true true true true true true true false X CHARLES ROBB 8169322000 901 East 104th Street Mailstop 900S Kansas City MO 64131 MELINDA ESTES MD DIRECTOR- PRESIDENT & CEO 50.0 0 X X 3705017 0 257269 GINA LAWSON DO DIRECTOR & PHYSICIAN 2.0 0.0 X X 0 476278 50474 GREGORY BENTZ DIRECTOR-VICE CHAIR BEG 2018 2.0 0.0 X X 0 0 0 MARSHALL DEAN DIRECTOR-TREASURER 2.0 0 X X 0 0 0 JOHN PHILLIPS DIRECTOR-SECRETARY 2.0 2.0 X X 0 0 0 THOMAS W WAGSTAFF DIRECTOR-CHAIRMAN 2.0 0.0 X X 0 0 0 THE RT REV MARTIN FIELD DIRECTOR 2.0 0.0 X 0 0 0 BETTY PRESTON-STEELE DIRECTOR 2.0 0.0 X 0 0 0 MARIE GRIFFIN MD DIRECTOR & PHYSICIAN 2.0 40.0 X 0 296302 31642 A MICHAEL BORKON DIRECTOR 2.0 0 X 0 0 0 THOMAS BROWN DIRECTOR 2.0 0.0 X 0 0 0 THOMAS JACKSON DIRECTOR 2.0 0.0 X 0 0 0 MARY LYNN LUCIDO DIRECTOR 2.0 2.0 X 0 0 0 JOHN MACDONALD DIRECTOR 2.0 0 X 0 0 0 RICHARD NORDEN DIRECTOR 2.0 0 X 0 0 0 MAURICE WATSON DIRECTOR 2.0 0 X 0 0 0 RENE GILLESPIE VP TAXATION RETIRED 12/2018 50.0 0.0 X 303269 0 59851 ROBERT BONNEY ASST SECR & SENIOR VP 50.0 0.0 X 878795 0 181022 MARGARET DONNELLY VP POST ACUTE CARE SERVICES 50.0 0.0 X 253150 0 47583 DON SIPES VP REGIONAL SERVICES RETIRED 1/2018 40.0 0.0 X 115617 0 10881 LAEL HOLLOWAY VP INTERNAL AUDIT 50.0 0 X 156794 0 27876 TAYLOR WARWICK VP AMBULATORY SERVICES 50.0 0.0 X 207804 0 33833 DENISE MOGG VP CAPACITY MGMT 50.0 0 X 232555 0 28725 BONNIE JOHNSON VP RISK & CLAIMS MGMT RETIRED 12/2018 50.0 0 X 241379 0 34647 ELIZABETH DAVIS VP MISSION & COMMUNITY SERVICE RETIRED 12/2018 50.0 0 X 245928 0 55466 REAGAN SIMPSON VP REHABILITATION SERVICES 50.0 0 X 256323 0 53847 SALLY THIEMAN VP ETHICS & COMPLIANCE RETIRED 12/2018 50.0 0 X 269749 0 61801 DIANE TRIMBLE CHIEF NURSING OFFICER 50.0 0 X 279954 0 46979 DIANE WATKINS VP REVENUE CYCLE RETIRED 12/2018 50.0 0 X 280926 0 52377 RANDAL MEYER VP MGD CARE CONTRACTING 50.0 0 X 286605 0 60220 LAVEDA PAUL VP QUALITY 50.0 40.0 X 294367 0 52874 MICHAEL DARLING VP SUPPLY CHAIN 50.0 0 X 301991 0 60107 KAREN KRAMER VP FINANCE 50.0 0.0 X 304363 0 60327 JEREMY BECHTOLD VP FACILITIES & CONSTRUCTION 50.0 0 X 306534 0 57650 CYNTHIA CHRISTENSEN VP CONTROLLER 50.0 0.0 X 308758 0 57177 JANE PECK VP CLINICAL SERVICE LINES 50.0 0 X 316627 0 36811 MICHAEL VANDERHOEF SENIOR VP DEVELOPMENT 25.0 0 X 324545 0 88037 TIMOTHY VANZANDT VP PUBLIC AFFAIRS 50.0 0 X 340191 0 47003 REBECCA SESLER CHIEF MARKETING OFFICER 50.0 0 X 357404 0 65639 RANDALL HOUSE VP ENTERPRISE ANALYTICS RETIRED 12/2018 50.0 0 X 405286 0 71463 DAWN MURPHY SENIOR VP HUMAN RESOURCES 50.0 0 X 511102 0 317880 DEBORAH GASH SENIOR VP CHIEF DIGITAL OFFICER 50.0 0 X 637138 0 96390 JAN MURRAY SENIOR VP, CHIEF LEGAL OFFICER 50.0 0 X 837774 0 180925 CHARLES V ROBB SENIOR VP & CFO 50.0 0.0 X 873484 0 406911 JULIE QUIRIN SENIOR VP HOSPITAL OPERATIONS 50.0 0.0 X 927056 0 291373 LEONARDO LOZADA MD CHIEF PHYSICIAN EXEC Term Ended 4/2018 50.0 0.0 X 1148756 0 8090 J CHRIS PERRYMAN MD SENIOR VP CHIEF MEDICAL OFFICER 2.0 40.0 X 0 521736 35485 TAMMY LESLIE DIRECTOR TOTAL REWARDS STRATEGY 50.0 0 X 227596 0 32776 COLLINS IZIMBA RN 50.0 0 X 232623 0 4652 DAVID WISEMAN CHIEF INFO SECURITY OFFICER 50.0 0 X 259742 0 24388 ROGER ZAREMBA CHIEF TECHNOLOGY OFFICER 50.0 0 X 282765 0 14570 JAMIE ALLEN SENIOR COUNSEL 50.0 0.0 X 295496 0 28543 ROBERT OLM-SHIPMAN FORMER VP 0.0 50.0 X 0 483675 76387 17207460 1777992 3209951 207 true true false HCTEC PARTNERS 5106 MARYLAND WAY BRENTWOOD TN 37027 TEMPORARY LABOR 5643135 OMNICELL INC 590 EAST MIDDLEFIED ROAD MOUNTAIN VIEW CA 94043 PROFESSIONAL SERVICES 5629215 SIRIUS COMPUTER SOLUTIONS INC 10100 REUNION PLACE SUITE 500 SAN ANTONIO TX 78216 SOFTWARE SUPPORT 5168950 WORKDAY INC 6230 STONERIDGE MALL RD PLEASANTON CA 94588 SOFTWARE SUPPORT 4730930 EPIC SYSTEMS CORP 1979 MILKY WAY VERONA WI 53593 CONSULTING SERVICES 4452172 113 10000000 81032 10081032 Net Patient Care Revenue 621110 10782452 10782452 Health System Services 561000 206511167 206511167 eICU Program 621110 796450 796450 Other Program Revenue 561000 3159008 3159008 THP-St Lukes Ventures Admin Services 561000 1455224 1455224 0 0 0 0 222704301 217448 -1148381 1365829 0 0 0 0 0 0 0 0 0 233002781 221249077 306843 1365829 5991233 5991233 18820272 18820272 0 0 359810 359810 83111507 83111507 3893638 3893638 13746592 13746592 6393767 6393767 3662429 3662429 1661940 1661940 98990 98990 222432 222432 11398891 11398891 0 0 5124637 5124637 4243995 4243995 43418420 43418420 8415017 8415017 673390 673390 1154079 1154079 22962523 22962523 316745 316745 10451116 10451116 0 0 246121423 240574622 5546801 0 22258523 39434761 24164730 18378427 0 1718716 3343871 0 0 0 0 0 17526853 19809185 269193983 145961459 103754689 123232524 0 0 99828862 74585243 269252373 278784011 52994970 53735377 0 137680285 169777274 190675255 223512651 X 78577118 55271360 78577118 55271360 269252373 278784011 X -13118642 4398407 -14585523 X false true X true false X X 15 ST LUKES HOSPITAL OF KANSAS CITY 440545297 3 true 97705000 0 SAINT LUKES EAST HOSPITAL 562488077 3 true 37242000 0 SAINT LUKES SOUTH HOSPITAL INC 481203262 3 true 18622000 0 SAINT LUKES NORTH HOSPITAL 440565393 3 true 18785000 0 SAINT LUKES HOSPITAL OF TRENTON 431707306 3 true 3150000 0 SAINT LUKES HOSPITAL OF CHILLICOTHE 431735565 3 true 4724000 0 SAINT LUKES CUSHING HOSPITAL 480543792 3 true 4147000 0 SAINT LUKES HOSPITAL OF GARNETT INC 742849611 3 true 2348000 0 SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE 431127200 3 true 2522000 0 SAINT LUKES PHYSICIAN GROUP 431598353 3 true 16253000 0 ADVANCED UROLOGIC ASSOCIATES INC 454725529 3 true 0 0 MEDICAL PLAZA IMAGING ASSOCIATES LLC 431609584 3 true 233000 0 ROCKHILL ORTHOPAEDIC SPECIALISTS 453851008 3 true 0 0 BISHOP SPENCER PLACE 431139083 9 true 593000 0 WINDSOR CARE INC 205284328 9 true 0 0 15 206324000 0 true false false false true false false false false false false false false false false true true true X true true Schedule A, Part I, Line 12g SUPPORTED ORGANIZATIONS SAINT LUKE'S HEALTH SYSTEM, INC. (SLHS) IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE SYSTEM. SLHS' SUPPORTED ORGANIZATIONS INCLUDE ALL SECTION 509(A)(1) AND 509(A)(2) AFFILIATES OF SLHS. SLHS IS FUNCTIONALLY INTEGRATED WITH ITS SUPPORTED ORGANIZATIONS AND PROVIDED MANAGEMENT AND COORDINATION, INFORMATION TECHNOLOGY, HUMAN RESOURCES, LEGAL, REAL ESTATE, FINANCIAL, ADVISORY AND OTHER CORPORATE SERVICES TO ITS SUPPORTED ORGANIZATIONS. Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org. THE FILING ORGANIZATION IS A PARENT ENTITY OF AN INTEGRATED HEALTH CARE SYSTEM. IN ADDITION TO THE SUPPORTED ORGANIZATIONS SPECIFICALLY NAMED, THE ARTICLES OF INCORPORATION ALLOW FOR SAINT LUKE'S HEALTH SYSTEM TO BE THE SUPPORTING ORGANIZATION FOR "OTHER ORGANIZATIONS THAT BECOME PART OF THE SAINT LUKE'S HEALTH SYSTEM INTEGRATED HEALTH CARE DELIVERY SYSTEM". THE ARTICLES WERE AMENDED IN 2018 TO SPECIFICALLY NAME ROCKHILL ORHTOPAEDIC SPECIALISTS (EIN 45-3851008), BISHOP SPENCER PLACE (EIN 43-1139083) AND WINDSOR CARE (EIN 20-5284328). THE AMENDED ARTICLES ALSO REMOVED SAINT LUKE'S COLLEGE OF HEALTH SCIENCES (EIN 27-2716128) AS A SUPPORTED ORGANIZATION. Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE SUPPORTING ORGANIZATION'S ACTIVITIES AND PURCHASE MANY CENTRALIZED SERVICES FROM THE SUPPORTING ORGANIZATION. THE OFFICERS AND DIRECTORS OF THE SUPPORTING ORGANIZATION AND THE SUPPORTED ORGANIZATIONS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. THE SUPPORTING ORGANIZATION SERVES AS THE PARENT ENTITY FOR A CONTROLLED GROUP OF ENTITIES THAT OPERATE AS AN INTEGRATED HEALTH CARE SYSTEM. IT HAS THE POWER TO APPOINT THE BOARDS OF THE SUPPORTED ORGANIZATIONS AND HAS RESERVE POWERS OVER SPECIFIED DECISIONS. MEMBERS OF THE SUPPORTING BOARD ALSO SERVE ON THE GOVERNING BODY OF 9 OF THE SUPPORTED ORGANIZATIONS. THE FILING ORGANIZATION SUPPORTS THE OTHER ORGANIZATIONS BY PROVIDING EXTENSIVE MANAGEMENT AND COORDINATION SERVICES TO THE SUPPORTED ORGANIZATIONS. Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee SAINT LUKE'S HEALTH SYSTEM (SLHS) IS DIRECT PARENT AND SOLE MEMBER OF THE SUPPORTED ORGANIZATIONS OTHER THAN FOR WINDSOR CARE WHICH IT IS THE INDIRECT PARENT. THE GOVERNING BODY OF EACH SUPPORTED ORGANIZATION IS ELECTED BY ITS SOLE MEMBER. BISHOP SPENCER PLACE SERVES AS THE SOLE MEMBER OF WINDSOR CARE. SLHS IS THE SOLE MEMBER OF BISHOP SPENCER PLACE. Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities THE SOLE MEMBER HAS SPECIFIED RESERVE POWERS OVER MAJOR DECISIONS SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, APPOINTMENT AND REMOVAL OF DIRECTORS, DEBT, BUDGETS, CAPITAL EXPENDITURES, POLICIES APPLICABLE TO THE SUPPORTED ORGANIZATION, STRATEGIC OPERATING DECISIONS AND INVESTMENT IN THIRD PARTY DEBT OR EQUITY SECURITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false true 32957 true 235390 false false 268347 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY 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. COSTS INCLUDE PUBLIC AFFAIRS DEPARTMENT EXPENSES AND PAYMENTS TO CONSULTANTS. 8296332 8296332 29044596 1177512 27867084 34804309 12894145 21910164 92182458 59712858 32469600 104866288 72176944 32689344 123232524 DEFERRED COMP PLAN ASSETS LAND HELD FOR DEVELOPMENT RECEIVABLE FROM AFFILIATES OTHER ASSETS INVESTMENT IN AFFILIATES DEFERRED COMP PLAN ASSETS 36482327 LAND HELD FOR DEVELOPMENT 7516640 RECEIVABLE FROM AFFILIATES 20753059 OTHER ASSETS 1826386 INVESTMENT IN AFFILIATES 8006831 74585243 PAYABLE TO AFFILIATES DEFERRED COMPENSATION INTEREST RATE SWAP CONTRACTS PENSION OBLIGATION OTHER LIABILITIES PAYABLE TO AFFILIATES 64246798 DEFERRED COMPENSATION 42120351 INTEREST RATE SWAP CONTRACTS 23217232 PENSION OBLIGATION 36242468 OTHER LIABILITIES 3950425 169777274 Schedule D, Part XI PART XI, XII, AND XIII THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. Central America and the Caribbean 0 0 Investments 28473000 Europe (Including Iceland and Greenland) 0 0 Investments 2429000 Central America and the Caribbean 0 0 Investments 18072000 Central America and the Caribbean 1 1 ,CAPTIVE CAPITAL 3060000 Central America and the Caribbean 1 1 ,CAPTIVE PREMIUMS 17526000 2 2 0 0 2 2 69560000 0 69560000 true false true true true false Schedule F, Part I, Line 3 PART I, LINE 3 SHARE CAPITAL AND SHARE PREMIUM Schedule F, Part IV PART IV, FOREIGN FORMS ALL APPLICABLE FOREIGN FORMS HAVE BEEN ATTACHED TO THE ORGANIZATION'S FORM 990-T FOR 2018. true true X true X 133 true X true true false false 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0 0 0 0.0 0 0 0 0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 false 1252423 0 0 0 0 X true true 1 1 SAINT LUKE'S COMMUNITY HOSPITAL (JOINT VENTURE LICENSED HOSPITAL) 13200 STATE LINE ROAD LEAWOOD KS 66209 NA H-046-022 X X X SAINT LUKE'S COMMUNITY HOSPITAL (JOINT VENTURE LICENSED HOSPITAL) 1 true true false false true X 133.0 300.0 X true true X X X true X WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE X WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE X WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 2 THE FILING ORGANIZATION IS NOT A LICENSED HOSPITAL BUT OWNS 51% OF A JOINT VENTURE THAT OPERATES A LICENSED HOSPITAL . THE JV HOSPITAL OPERATIONS BEGAN AND WAS FIRST LICENSED AS A HOSPITAL IN 2018. SCHEDULE H IS BEING FILED TO REPORT THE FILING ORGANIZATION'S SHARE OF THE JV LICENSED HOSPITAL ACTIVITIES. IN FEBRUARY 2019, SAINT LUKE'S HEALTH SYSTEM, INC (THE FILING ORGANIZATION) PURCHASED THE REMAINING 49% OF THE JV HOSPITAL. AS SUCH, THE FORMER JV HOSPITAL BECAME A DISREGARDED SINGLE-MEMBER LLC LICENSED HOSPITAL WHOLLY OWNED BY SAINT LUKE'S HEALTH SYSTEM, INC. SUBSEQUENTLY, THE SINGLE MEMBER LLC LICENSED HOSPITAL WAS TRANSFERRED TO AND MERGED WITH A RELATED ORGANIZATION, SAINT LUKE'S HOSPITAL INC IN JUNE 2019. THE SINGLE-MEMBER LLC WAS DISSOLVED UPON MERGER. ALL HOSPITAL LOCATIONS OF THE FORMER JV HOSPITAL BECAME LICENSED UNDER SAINT LUKE'S SOUTH HOSPITAL, INC'S HOSPITAL LICENSE. BECAUSE OF THE TIMING OF INITIAL OPERATIONS (2018) AND SUBSEQUENT DISSOLUTION AND MERGER INTO SAINT LUKE'S SOUTH HOSPITAL, INC IN 2019, A CHNA WILL NOT BE FILED SEPARATELY FOR THIS JV HOSPITAL. RATHER, THE HOSPITAL LOCATIONS FOR THE JV HOSPITAL WILL BE INCLUDED IN SAINT LUKE'S SOUTH HOSPITAL'S CHNA AND WILL BE COMPLETED NO LATER THAN DECEMBER 31, 2020. 0 Schedule H, Part V, Section B, Line 16 FAP, FAP APPLICATION, & PLAIN SUMMARY WEBSITE WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE WE HAVE REPORTED THE CURRENT LOCATION OF THE POLICIES FOR THE JV HOSPITALS.THE WEBSITE EFFECTIVE IN 2018 IS NO LONGER ACTIVE. SEE EXPLANATION FOR PART V, SECTION B, LINE 2. Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance NA- NO COMMUNITY BENEFIT EXPENSES ARE REPORTABLE FROM THE PARTNERSHIP LICENSED HOSPITAL. Schedule H, Part II Community Building Activities NO COMMUNITY BUILDING EXPENSES WERE REPORTED FOR THE JOINT VENTURE LICENSED HOSPITAL. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE ORGANIZATION IS A PARTNER IN A JOINT VENTURE, THP-SAINT LUKE'S VENTURES, LLC THAT IS A LICENSED HOSPITAL. THE ORGANIZATION DOES NOT DIRECTLY OPERATE A LICENSED HOSPITAL. BAD DEBT REPORTED IS THE ORG'S SHARE OF BAD DEBT DIRECTLY FROM THE PARTNERSHIP'S FINANCIAL STATEMENT. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote NA. SEE EXPLANATION FOR PART III, LINE 2. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs NONE REPORTED. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance THE ORGANIZATION IS A PARTNER IN A JOINT VENTURE, THP-SAINT LUKE'S VENTURES, LLC THAT IS A LICENSED HOSPITAL. THE DEBT COLLECTION POLICY AND PROCEDURES PROHIBIT ANY COLLECTION EFFORTS FOR THE PORTION OF THE PATIENT ACCOUNT BALANCE THAT QUALIFIES FOR FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. FOR ANY REMAINING BALANCES DUE, THE SAME COLLECTION POLICY AND PROCEDURES ARE APPLIED EQUALLY TO ALL PATIENT TYPES. THE JV HOSPITAL MAY PLACE CERTAIN ACCOUNTS FOR COLLECTION. SUCH COLLECTION AGENCY MUST FOLLOW THE FAIR DEBT COLLECTION PRACTICES ACT. Schedule H, Part V, Section B, Line 16a FAP website - SAINT LUKE'S COMMUNITY HOSPITAL (JOINT VENTURE LICENSED HOSPITAL): Line 16a URL: WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16b FAP Application website - SAINT LUKE'S COMMUNITY HOSPITAL (JOINT VENTURE LICENSED HOSPITAL): Line 16b URL: WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - SAINT LUKE'S COMMUNITY HOSPITAL (JOINT VENTURE LICENSED HOSPITAL): Line 16c URL: WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE; Schedule H, Part VI, Line 2 Needs assessment AN EFFORT TO UNDERSTAND AND CREATE A HEALTHIER COMMUNITY REQUIRES COLLABORATION. AS PART OF SAINT LUKE'S HEALTH SYSTEM, THE JV HOSPITAL SERVES THE SAME POPULATION AS IT'S RELATED ENTITY, SAINT LUKE'S SOUTH HOSPITAL. THIS SHARED DATA ENABLES THE JV HOSPITAL TO ASSESS COMMUNITY NEEDS FROM ITS COMPREHENSIVE, DATA DRIVEN, PLANNING PROCESS. FEEDBACK FROM THE COMMUNITY IS COMMUNICATED TO HOSPITAL MANAGEMENT AND CONSIDERED WHEN DETERMINING NEEDS OF THE SAME POPULATION. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Information about the availability of financial assistance appears on patient statements and is posted on signs in hospital registration areas. The financial assistance policy and plain language summary is available on the Hospital's website. Schedule H, Part VI, Line 4 Community information THE JV HOSPITAL LOCATIONS MAINLY SERVE THE SUBURBAN JOHNSON COUNTY, KS AREA WHICH IS PART OF THE LARGER KANSAS CITY METROPOLITAN AREA. THIS SERVICE AREA HAS HISTORICALLY BEEN HIGHLY POPULATED WITH COLLEGE EDUCATED,INSURED INDIVIDUALS. Schedule H, Part VI, Line 5 Promotion of community health THE JV HOSPITAL EXTENDS THE SERVICES PROVIDED BY SAINT LUKE'S HEALTH BY PROVIDING GREATER ACCESS TO EMERGENCY CARE AND INPATIENT SERVICES. Schedule H, Part VI, Line 6 Affiliated health care system THE JV HOSPITAL IS AFFILIATED WITH SAINT LUKE'S HEALTH SYSTEM (SLHS), WHICH CONSISTS OF 16 AREA HOSPITAL LOCATIONS AND SEVERAL PRIMARY AND SPECIALTY CARE PRACTICES. SLHS PROVIDES A RANGE OF INPATIENT, OUTPATIENT, AND HOME CARE SERVICES. FOUNDED AS A FAITH-BASED, NOT-FOR-PROFIT ORGANIZATION, OUR MISSION INCLUDES A COMMITMENT TO THE HIGHEST LEVELS OF EXCELLENCE IN HEALTH CARE AND THE ADVANCEMENT OF MEDICAL RESEARCH AND EDUCATION. THE HEALTH SYSTEM IS AN ALIGNED ORGANIZATION IN WHICH THE PHYSICIANS AND HOSPITALS ASSUME RESPONSIBILITY FOR ENHANCING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF PEOPLE IN THE METROPOLITAN KANSASCITY AREA AND THE SURROUNDING REGION. true AIDS SERVICE FOUNDATION OF GREATER KANSAS CITY PO BOX 32192 KANSAS CITY MO 64171 431613911 501(C)(3) 15000 SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH AMERICAN CANCER SOCIETY 1100 PENNSYLVANIA AVE KANSAS CITY MO 64105 431788491 501(C)(3) 10000 SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH AMERICAN HEART ASSOCIATION 6800 WEST 93RD STREET OVERLAND PARK KS 66212 135613797 501(C)(3) 15000 SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH BLUE SPRINGS CHAMBER OF COMMERCE 1000 MAIN STREET BLUE SPRINGS MO 64015 440653385 501(C)(6) 8200 COMMUNITY SUPPORT BOYS & GIRLS CLUBS OF GREATER KANSAS CITY 4001 BLUE PARKWAY SUITE 102 KANSAS CITY MO 64130 436072065 501(C)(3) 50000 COMMUNITY SUPPORT CENTER FOR PRACTICAL BIOETHICS 1111 MAIN SUITE 500 KANSAS CITY MO 64105 480985815 501(C)(3) 35000 PROMOTION OF HEALTH CHAMBER OF COMMERCE OF GREATER KANSAS CITY 300 W PERSHING ROAD SUITE 301 KANSAS CITY MO 64108 440196840 501(C)(6) 15000 COMMUNITY SUPPORT DOWNTOWN LEES SUMMIT MAIN STREET 13 SE THIRD STREET LEES SUMMIT MO 64063 431541808 501(C)(3) 16000 COMMUNITY SUPPORT GILDAS CLUB OF KANSAS CITY 21 WEST 43RD ST KANSAS CITY MO 64111 200493511 501(C)(3) 7100 COMMUNITY SUPPORT JEWISH COMMUNITY CENTER OF KANSAS CITY 5801 W 115TH SUITE 103 OVERLAND PARK KS 66211 440545992 501(C)(3) 13500 COMMUNITY SUPPORT KANSAS CITY AREA DEVELOPMENT COUNCIL 30 WEST PERSHING SUITE 200 KANSAS CITY MO 64108 431852671 501(C)(6) 10000 COMMUNITY SUPPORT KANSAS CITY AREA LIFE SCIENCES INST INC 30 WEST PERSHING SUITE 210 KANSAS CITY MO 64108 431889037 501(C)(3) 50000 SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH KAUFFMAN CENTER 1601 BROADWAY KANSAS CITY MO 64108 431866550 501(C)(3) 15661 COMMUNITY SUPPORT KC CARE HEALTH CENTER 3515 BROADWAY KANSAS CITY MO 64111 430967292 501(C)(3) 9550 SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH LEES SUMMIT PARKS AND RECREATION 220 SE GREEN STREET LEES SUMMIT MO 64063 446000208 170(C)(1) 13500 COMMUNITY SUPPORT MARCH OF DIMES FOUNDATION 4400 COLLEGE BLVD SUITE 180 OVERLAND PARK KS 66211 131846366 501(C)(3) 20500 SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 W 115TH SUITE 106 OVERLAND PARK KS 66211 481127376 501(C)(3) 10000 COMMUNITY SUPPORT MISSOURI COALITION OF CHILDREN'S AGENCIES 213 E CAPITOL AVE SUITE 101 JEFFERSON CITY MO 65101 431074552 501(C)(3) 10000 SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH NORTHLAND HEALTHCARE ACCESS PO BOX 14414 PARKVILLE MO 64152 431578121 501(C)(3) 15000 SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH NOURISHKC 11 EAST 40TH KANSAS CITY MO 64111 431525298 501(C)(3) 10000 COMMUNITY SUPPORT UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET KANSAS CITY MO 64112 440545812 501(C)(3) 10000 COMMUNITY SUPPORT SAINT LUKES HOSPITAL OF GARNETT 421 S MAPLE GARNETT KS 66032 742849611 501C3 5114950 SUPPORT FOR COMMUNITY HEALTH CARE NEEDS SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPITAL 901 E 104TH STREET KANSAS CITY MO 64131 431127200 501C3 400000 SUPPORT FOR COMMUNITY HEALTH CARE NEEDS 20 3 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANTS ARE PROVIDED TO QUALIFIED CHARITIES FOR GENERAL OPERATIONS AND TO BE USED IN FULFILLING THE EXEMPT PURPOSE OF THE GRANTEE CHARITABLE ORGANIZATION. SUCH GRANTS FURTHER OR SUPPORT A CHARITABLE PURPOSE OF SAINT LUKE'S HEALTH SYSTEM. X true true X X X X X true true false false false false false true false MELINDA ESTES MD DIRECTOR- PRESIDENT & CEO 1531653 0 473164 0 1700199 0 222400 0 34870 0 3962286 0 1200000 0 GINA LAWSON DO DIRECTOR & PHYSICIAN 0 468637 0 0 0 7642 0 22000 0 28474 0 526753 0 0 MARIE GRIFFIN MD DIRECTOR & PHYSICIAN 0 294482 0 0 0 1820 0 13750 0 17892 0 327944 0 0 ROBERT OLM-SHIPMAN FORMER VP 0 381151 0 76152 0 26372 0 46325 0 30062 0 560062 0 11000 RENE GILLESPIE VP TAXATION RETIRED 12/2018 227180 0 51761 0 24328 0 31966 0 27885 0 363120 0 17600 0 ROBERT BONNEY ASST SECR & SENIOR VP 497726 0 133985 0 247083 0 156890 0 24133 0 1059817 0 63781 0 MARGARET DONNELLY VP POST ACUTE CARE SERVICES 230156 0 18000 0 4994 0 24050 0 23533 0 300733 0 0 0 LAEL HOLLOWAY VP INTERNAL AUDIT 155699 0 0 0 1095 0 3231 0 24645 0 184670 0 0 0 TAYLOR WARWICK VP AMBULATORY SERVICES 183294 0 23488 0 1022 0 24182 0 9651 0 241637 0 0 0 DENISE MOGG VP CAPACITY MGMT 200147 0 31233 0 1175 0 18662 0 10063 0 261280 0 0 0 BONNIE JOHNSON VP RISK & CLAIMS MGMT RETIRED 12/2018 205957 0 34233 0 1190 0 13495 0 21153 0 276026 0 0 0 ELIZABETH DAVIS VP MISSION & COMMUNITY SERVICE RETIRED 12/2018 176201 0 40320 0 29407 0 30096 0 25370 0 301393 0 13776 0 REAGAN SIMPSON VP REHABILITATION SERVICES 207451 0 47058 0 1814 0 27594 0 26254 0 310170 0 0 0 SALLY THIEMAN VP ETHICS & COMPLIANCE RETIRED 12/2018 233833 0 0 0 35916 0 39906 0 21895 0 331549 0 18058 0 DIANE TRIMBLE CHIEF NURSING OFFICER 220516 0 56855 0 2583 0 22000 0 24979 0 326933 0 0 0 DIANE WATKINS VP REVENUE CYCLE RETIRED 12/2018 211207 0 47421 0 22298 0 39273 0 13105 0 333303 0 16125 0 RANDAL MEYER VP MGD CARE CONTRACTING 241793 0 41830 0 2982 0 31000 0 29220 0 346825 0 0 0 LAVEDA PAUL VP QUALITY 233823 0 52937 0 7607 0 30282 0 22592 0 347241 0 0 0 MICHAEL DARLING VP SUPPLY CHAIN 224141 0 51295 0 26555 0 31059 0 29048 0 362098 0 17442 0 KAREN KRAMER VP FINANCE 235414 0 49879 0 19070 0 33055 0 27272 0 364690 0 16000 0 JEREMY BECHTOLD VP FACILITIES & CONSTRUCTION 234241 0 52872 0 19421 0 31633 0 26016 0 364184 0 16432 0 CYNTHIA CHRISTENSEN VP CONTROLLER 225413 0 50424 0 32921 0 44958 0 12219 0 365935 0 21432 0 JANE PECK VP CLINICAL SERVICE LINES 268862 0 42617 0 5147 0 33175 0 3636 0 353438 0 0 0 MICHAEL VANDERHOEF SENIOR VP DEVELOPMENT 311254 0 0 0 13290 0 61180 0 26857 0 412582 0 0 0 TIMOTHY VANZANDT VP PUBLIC AFFAIRS 261997 0 55011 0 23182 0 34988 0 12016 0 387194 0 16000 0 REBECCA SESLER CHIEF MARKETING OFFICER 277804 0 55091 0 24509 0 36375 0 29264 0 423043 0 16800 0 RANDALL HOUSE VP ENTERPRISE ANALYTICS RETIRED 12/2018 306776 0 65718 0 32792 0 47120 0 24343 0 476749 0 20800 0 DAWN MURPHY SENIOR VP HUMAN RESOURCES 352606 0 96230 0 62266 0 292404 0 25476 0 828982 0 39722 0 DEBORAH GASH SENIOR VP CHIEF DIGITAL OFFICER 492479 0 94342 0 50316 0 71590 0 24800 0 733527 0 29760 0 JAN MURRAY SENIOR VP, CHIEF LEGAL OFFICER 570269 0 157487 0 110017 0 166811 0 14113 0 1018698 0 74970 0 CHARLES V ROBB SENIOR VP & CFO 577716 0 160138 0 135629 0 379734 0 27176 0 1280395 0 108902 0 JULIE QUIRIN SENIOR VP HOSPITAL OPERATIONS 649862 0 173332 0 103862 0 267300 0 24073 0 1218428 0 81473 0 LEONARDO LOZADA MD CHIEF PHYSICIAN EXEC Term Ended 4/2018 233742 0 233745 0 681269 0 5500 0 2590 0 1156846 0 89579 0 J CHRIS PERRYMAN MD SENIOR VP CHIEF MEDICAL OFFICER 0 510862 0 0 0 10874 0 22000 0 13485 0 557221 0 0 TAMMY LESLIE DIRECTOR TOTAL REWARDS STRATEGY 193211 0 33246 0 1139 0 10534 0 22242 0 260372 0 0 0 COLLINS IZIMBA RN 232623 0 0 0 0 0 4652 0 0 0 237275 0 0 0 DAVID WISEMAN CHIEF INFO SECURITY OFFICER 195592 0 37508 0 26643 0 5277 0 19111 0 284130 0 0 0 ROGER ZAREMBA CHIEF TECHNOLOGY OFFICER 241160 0 39725 0 1881 0 13750 0 820 0 297336 0 0 0 JAMIE ALLEN SENIOR COUNSEL 251739 0 43015 0 742 0 12375 0 16168 0 324039 0 0 0 Schedule J, Part II RELATED ORG COMPENSATION ROBERT OLM-SHIPMAN RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. MARIE GRIFFIN, MD AND GINA LAWSON, DO 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. DON SIPES RECEIVED COMPENSATION FROM THE FILING ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND TO RELATED ORGANIZATIONS. J. CHRIS PERRYMAN, MD RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION. Michael VanDerhoef is compensated by the organization for services provided to both the reporting organization and Saint Luke's Foundation. Saint Luke's Foundation, a tax-exempt 501c3 organization, is not a related organization for tax purposes. AVERAGE HOURS REPORTED FOR THE RELATED ORGANIZATION ARE THE AVERAGE HOURS DURING THE TIME EMPLOYED BY THE RELATED ORGANIZATION OR IN A SEPARATE ROLE FOR THE RELATED ORGANIZATION. Schedule J, Part I, Line 1a First-class or charter travel THE ORGANIZATION CHARTERED A PLANE FOR 2 BUSINESS TRIPS DURING 2018 FOR 6 OFFICERS OF THE ORGANIZATION. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION BECAUSE TRAVEL WAS EXCLUSIVELY FOR BUSINESS PURPOSES. CHARTER TRAVEL WAS USED AS THE MOST APPROPRIATE MEANS BASED ON THE TIMING AND LOCATION OF THE MEETING. Schedule J, Part I, Line 4a Severance or change-of-control payment SEVERANCE PAYMENT INCLUDED IN SCH J, PART II, B(III) OTHER REPORTABLE COMPENSATION: LEONARDO LOZADA - $577,245 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 457(F) PLAN PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHARLES ROBB - $161,543 DAWN MURPHY - $170,776 JULIE QUIRIN - $49,068 ROBERT BONNEY - 0 MELINDA ESTES - 0 457(F) PAYMENT INCLUDED IN COLUMN B(III): MELINDA ESTES - $1,641,280 FOR THE VARIOUS 457(F) PLANS, A PARTICIPANT'S BENEFIT IS PAID AT VESTING. VESTING GENERALLY OCCURS AT RETIREMENT AGE AND MAY BE SUBJECT TO CERTAIN RESTRICTIVE COVENANTS. Schedule J, Part I, Line 7 Non-fixed payments THE ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE ENGAGEMENT, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS. SENIOR SYSTEM MANAGEMENT IS ALSO ELIGIBLE FOR INCENTIVE COMPENSATION FOR ACHIEVING LONG-TERM GOALS THAT PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES IN MEETING COMMUNITY NEEDS. THESE INCENTIVES ARE TIED TO 3 YEAR PERFORMANCE CYCLES AND ARE CALCULATED AS A PERCENTAGE OF BASE SALARY AT THE TIME OF PAYMENT. THE BOARD OF DIRECTORS OVERSEES THIS PLAN AND EVALUATES THE COMPENSATION FOR REASONABLENESS. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS. A HEALTH&EDUC FACILITIES AUTHROITY OF THE STATE OF MO SERIES 2004A 431178966 60635RH75 2004-04-28 105136306 REFUND SERIES 1993 BONDS false false false B HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2010A 431178966 60635R7U5 2010-06-03 101289824 REFUND SERIES 1996A B&P; FACILITIES EXPANSION & EQUIPMENT AT SLEH & SLHKC false false false C HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2012C 431178966 2012-12-13 50000000 CAPITAL PROJECTS AT SLHKC & SLEH false false false D HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2016A 431178966 60637ALA8 2016-05-19 303495001 REFUND SERIES 2003A AND 2003B, 2005A AND 2005B, AND PARTIAL 2012B BONDS false false false A 88525000 105136306 880192 1615716 102640398 2004 true false true true B 22220000 101305784 58252438 43053346 2011 true false true true C 20000000 0 50000000 50000000 2012 false false true true D 0 303495001 2442228 301052773 2016 true true true true A false false false false 0.0019 0.0 0.0019 false false true B false false true true false 0.0 0.0 false false true C false false true true false 0.0 0.0 false false true D false false true true false 0.0025 0.0 0.0025 false false true A false false true false false false false false true B false false false true false false false false true C false false false true true false false false true D false false false false false false false false true A true B true C true D true Schedule K, Part I 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 2018, THE OBLIGATED GROUP INCLUDES SAINT LUKE'S HEALTH SYSTEM, SAINT LUKE'S HOSPITAL OF KANSAS CITY, SAINT LUKE'S NORTH 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. THE BONDS ARE REPORTED AS LIABILITIES ON THE BALANCE SHEETS OF THE OBLIGATED GROUP ENTITIES. Schedule K, Part I PART I AND II ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2010A THE TOTAL AMOUNT OF PROCEEDS OF THE BOND ISSUE IS NOT IDENTICAL TO THE ISSUANCE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS. Schedule K, Part I PART I AND II ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2018A THE TOTAL AMOUNT OF PROCEEDS OF THE BOND ISSUE IS NOT IDENTICAL TO THE ISSUANCE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS. Schedule K, Part IV, Line 2c COLUMN B Issuer name: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2010A The calculation for computing no rebate due was performed on 08/31/2015 Schedule K, Part IV, Line 2c COLUMN C Issuer name: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2012C The calculation for computing no rebate due was performed on 06/29/2018 A HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2016B 431178966 2016-07-01 90000000 REFUND SERIES 2012A AND REMAINING 2012B BONDS false false false B HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO 2016C 431178966 2016-12-21 23280000 REFUND BISHOP SPENCER PLACE SERIES 2004 BONDS false false false C Health and Educational Facilities Authority of the State of Missouri Health Facilities Revenue Bonds (Saint Luke's Health System Inc) Series 2018A 431178966 60637AMW9 2018-05-23 100000872 Partial Series 2012C refund; facility expansions and equipment at SLH, SLEH, SLNH AND SLSH false false false A 0 90000000 90000000 2016 true false true true B 940000 23280000 51000 23229000 2016 true false true true C 0 100373679 1224102 44208363 20244472 34696742 2019 true false false true A false false true true false 0.0 0.0 false false true B false false false false 0.0 0.0 0.0 false false true C false false true true false 0.0 0.0 0.0 false false true A false false true false true true UBS 19.2 false false false false true B false false true false true false false false true C false false false false false false false false true A true B true C true AUDREY HILL FAMILY MEMBER OF THOMAS BROWN, DIRECTOR 105041 AUDREY HILL IS EMPLOYED BY SAINT LUKE'S HEALTH SYSTEM false BRIAN GASH FAMILY MEMBER OF DEBORAH GASH, OFFICER 91783 BRIAN GASH IS EMPLOYED BY SAINT LUKE'S HEALTH SYSTEM false CHRISTOPHER CHRISTENSEN FAMILY MEMBER OF CINDY CHRISTENSEN, OFFICER 162986 CHRISTOPHER CHRISTENSEN IS EMPLOYED BY SAINT LUKE'S HEALTH SYSTEM false Form 990, Part VI, Line 16b JOINT VENTURES THE ORGANIZATION'S PROCEDURES INCLUDE OVERSIGHT AND REVIEW OF ANY JOINT VENTURES TO ENSURE EXEMPT STATUS IS PROTECTED. THE ORGANIZATION HAS MAJORITY CONTROL AND OPERATING AGREEMENT REQUIREMENTS FOR THE VENTURE TO OPERATE IN A MANNER CONSISTENT WITH THE ORGANIZATION'S EXEMPT MISSION AND FOR THE VENTURE TO NOT ENGAGE IN POLITICAL CANDIDATE CAMPAIGN ACTIVITY OR OTHER ACTIVITIES THAT WOULD JEOPARDIZE THE ORGANIZATION'S EXEMPTION. Form 990, Part VI, Line 4 Significant changes to organizational documents THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION TO UPDATE ITS NAMED SUPPORTED ORGANIZATIONS. Form 990, Part VI, Line 11b Review of form 990 by governing body 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 AN INDEPENDENT ACCOUNTING FIRM AND THE ENTITY'S CFO OR CEO BEFORE FILING. A SUMMARY OF KEY 990 INFORMATION WAS PRESENTED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND THE 990 DRAFT WAS MADE AVAILABLE TO THE COMMITTEE FOR REVIEW. THE 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy 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 VICE PRESIDENT OF INTERNAL AUDIT 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, Line 15a Process to establish compensation of top management official 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 COMPENSATION PHILOSOPHY AND ANALYZES MARKET COMPETITIVENESS (IN TOTAL AND BY EACH COMPENSATION AND BENEFIT 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, Line 19 Required documents available to the public THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE AVAILABLE THROUGH THE KS SECRETARY OF STATE. THE ORGANIZATION IS INCLUDED WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS OF SAINT LUKE'S HEALTH SYSTEM INC AVAILABLE THROUGH EMMA. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part VII, Section A, Line 1a, Column (B) RELATED ORGANIZATION COMPENSATION ROBERT OLM-SHIPMAN RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. MARIE GRIFFIN, MD AND GINA LAWSON, DO 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. DON SIPES RECEIVED COMPENSATION FROM THE FILING ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND TO RELATED ORGANIZATIONS. J. CHRIS PERRYMAN MD RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION. Michael VanDerhoef is compensated by the organization for services provided to both the reporting organization and Saint Luke's Foundation. Saint Luke's Foundation, a tax-exempt 501c3 organization, is not a related organization for tax purposes. AVERAGE HOURS REPORTED FOR THE RELATED ORGANIZATION ARE THE AVERAGE HOURS DURING THE TIME EMPLOYED BY THE RELATED ORGANIZATION OR IN A SEPARATE ROLE FOR THE RELATED ORGANIZATION. Form 990, Part X, Line 11 INVESTMENTS SAINT LUKE'S HEALTH SYSTEM IS THE OWNER OF VARIOUS INVESTMENTS WHICH ARE ALLOCATED TO AFFILIATED HOSPITALS AND REPORTED ON SUCH HOSPITALS' BALANCE SHEETS. Form 990, Part XI, Line 9 Other changes in net assets or fund balances ADDITIONAL PENSION OBLIGATION - -14582886; SAINT LUKES CARE ADJUSTMENT - -2031; RRG SUBSCRIBER DIVIDEND - -605; ROUNDING - -1; SAINT LUKE'S NEIGHBORHOOD CLINICS LLC 901 E 104TH STREET KANSAS CITY MO 64131 474844737 HEALTHCARE SERVICES MO 14683363 59046814 SAINT LUKES HEALTH SYSTEM INC SAINT LUKES 247 VIRTUAL CARE LLC 901 E 104TH STREET KANSAS CITY MO 64131 815423171 HEALTH CARE KS 0 0 SAINT LUKES HEALTH SYSTEM INC SAINT LUKE'S SURGERY CENTER SHOAL CREEK LLC 901 E 104TH STREET KANSAS CITY MO 64131 824421666 HEALTH CARE MO 2767267 2169897 SAINT LUKES HEALTH SYSTEM INC ST LUKES HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true SAINT LUKES NORTH HOSPITAL 5830 NW BARRY RD KANSAS CITY MO 64154 440565393 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true SAINT LUKES SOUTH HOSPITAL 12300 METCALF AVE OVERLAND PARK KS 66213 481203262 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true SAINT LUKES EAST HOSPITAL 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 562488077 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true SAINT LUKES PHYSICIAN GROUP INC 901 E 104TH ST KANSAS CITY MO 64131 431598353 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE 901 E 104TH STREET KANSAS CITY MO 64131 431127200 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true ST LUKES OF TRENTON 191 IOWA BLVD TRENTON MO 64683 431707306 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true SAINT LUKES HOSPITAL OF GARNETT 421 SOUTH MAPLE GARNETT KS 66032 742849611 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true SAINT LUKE'S HOSPITAL OF CHILLICOTHE 2799 N WASHINGTON CHILLICOTHE MO 64601 431735565 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true SAINT LUKES CUSHING HOSPITAL 711 MARSHALL LEAVENWORTH KS 66048 480543792 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true SAINT LUKES CARE 901 E 104TH ST KANSAS CITY MO 64131 260185090 HEALTH CARE MO 501(c)(3) Type II SAINT LUKES HEALTH SYSTEM true MEDICAL PLAZA IMAGING ASSOCIATES LLC 4401 WORNALL ROAD KANSAS CITY MO 64111 431609584 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true SAINT LUKE'S COLLEGE OF HEALTH SCIENES 624 WESTPORT ROAD KANSAS CITY MO 64111 272716128 POST SECONDARY NURSING EDUCATION MO 501(c)(3) 2 ST LUKES HOSPITAL OF KANSIS CITY true ADVANCED UROLOGIC ASSOCIATES INC 901 E 104TH ST KANSAS CITY MO 64131 454725529 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true ROCKHILL ORTHOPAEDIC SPECIALISTS INC 901 E 104TH ST KANSAS CITY MO 64131 453851008 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM true THE BISHOP SPENCER PLACE 4301 MADISON AVENUE KANSAS CITY MO 64111 431139083 RETIREMENT COMMUNITY MO 501(c)(3) 10 SAINT LUKES HEALTH SYSTEM true WINDSOR CARE INCORPORATED 4301 MADISON AVENUE KANSAS CITY MO 64111 205284328 HEALTH CARE MO 501(c)(3) 10 THE BISHOP SPENCER PLACE true MEDICAL PLAZA PARTNERS LP 4320 WORNALL ROAD STE 714 KANSAS CITY MO 64111 431357824 OWN & OPERATE MEDICAL OFFICE BUILDING MO NA N/A ST LUKES SURGICENTER-LEES SUMMIT LLC 11221 ROE AVE STE 230 OVERLAND PARK KS 66211 470853481 HEALTH CARE MO NA N/A SAINT LUKES SOUTH SURGERY CENTER LLC 11221 ROE AVE STE 230 OVERLAND PARK KS 66211 201721929 HEALTH CARE KS NA N/A SAINT LUKES-GI DIAGNOSTICS 4321 WASHINGTON STE 5700 KANSAS CITY MO 64111 274142549 HEALTH CARE MO NA N/A KANSAS CITY ORTHOPAEDIC INSTITUTE LLC 3651 COLLEGE BLVD LEAWOOD KS 66211 481197295 HEALTH CARE KS NA N/A SAINT LUKES RADIATION THERAPY-LIBERTY LLC 901 E 104TH ST KANSAS CITY MO 64131 473793070 HEALTH CARE MO NA N/A THP-SAINT LUKES VENTURES LLC 901 E 104TH STREET KANSAS CITY MO 64131 811243747 HEALTH CARE DE SAINT LUKES HEALTH SYSTEM INC Related -4628734 19089373 false false 0.51 SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP 901 E 104TH ST KANSAS CITY MO 64131 371471890 INSURANCE SC SAINT LUKES HEALTH SYSTEM C Corporation 541859 12337931 1 true ST LUKES HEALTH VENTURES INC 901 E 104TH ST KANSAS CITY MO 64131 431278476 ACCOUNTING MO NA C Corporation true MEDICAL PLAZA MANAGEMENT INC 4320 WORNALL ROAD STE 714 KANSAS CITY MO 64111 431352317 MEDICAL OFFICE BUILDING MANAGEMENT MO NA C Corporation true VENTURE FINANCIAL SERVICES INC 9500 EAST 63RD ST STE 202 RAYTOWN MO 64133 431605740 COLLECTIONS MO NA C Corporation true SAINT LUKES HEALTH SYSTEM INSURANCE LTD CAPTIVE CJ SAINT LUKES HEALTH SYSTEM INC C Corporation 2671786 52308190 1 true false true true true false false true true false true true true true false true true true true true Saint Luke's Hospital of Garnett B 5114950 COST Saint Luke's Hospital of Garnett L 2365677 COST Saint Luke's Hospital of Garnett P 267325 COST Saint Luke's Hospital of Garnett Q 480792 COST Saint Luke's Hospital of Garnett S 452352 COST Advanced Urologic Associates J 100088 COST Bishop Spencer Place L 600368 COST Bishop Spencer Place P 151037 COST Bishop Spencer Place Q 652667 COST Saint Luke's Cushing Hospital G 426318 COST Saint Luke's Cushing Hospital L 4434863 COST Saint Luke's Cushing Hospital P 806067 COST Saint Luke's Cushing Hospital Q 509234 COST Saint Luke's Cushing Hospital S 62501 COST Saint Luke's Hospital of Chillicothe L 5014890 COST Saint Luke's Hospital of Chillicothe P 474061 COST Saint Luke's Hospital of Chillicothe Q 1496217 COST Saint Luke's Hospital of Chillicothe R 112384 COST Medical Plaza Imaging Associates L 234265 COST Medical Plaza Imaging Associates Q 321381 COST Saint Luke's East Hospital C 5000000 COST Saint Luke's East Hospital H 93691 COST Saint Luke's East Hospital L 38766822 COST Saint Luke's East Hospital M 166446 COST Saint Luke's East Hospital O 142051 COST Saint Luke's East Hospital P 7299872 COST Saint Luke's East Hospital Q 5614377 COST Saint Luke's East Hospital R 8057551 COST Saint Luke's East Hospital S 371431 COST Saint Luke's Health Ventures Q 166187 COST Saint Luke's Hospital G 185009 COST Saint Luke's Hospital J 128077 COST Saint Luke's Hospital L 99571295 COST Saint Luke's Hospital O 400273 COST Saint Luke's Hospital P 11180849 COST Saint Luke's Hospital Q 13682692 COST Saint Luke's Hospital R 12520173 COST Saint Luke's Hospital S 3290012 COST Saint Luke's Physician Group J 4879120 COST Saint Luke's Physician Group K 318562 COST Saint Luke's Physician Group L 17618490 COST Saint Luke's Physician Group M 5567564 COST Saint Luke's Physician Group P 5043604 COST Saint Luke's Physician Group Q 14902080 COST Saint Luke's Physician Group S 362673 COST Medical Plaza Partners K 91737 COST Medical Plaza Partners L 51138 COST Saint Luke's Home Care and Hospice B 400000 COST Saint Luke's Home Care and Hospice J 79224 COST Saint Luke's Home Care and Hospice L 2558827 COST Saint Luke's Home Care and Hospice P 254479 COST Saint Luke's Home Care and Hospice Q 196747 COST Saint Luke's North Hospital C 5000000 COST Saint Luke's North Hospital L 19501831 COST Saint Luke's North Hospital M 82670 COST Saint Luke's North Hospital O 143088 COST Saint Luke's North Hospital P 5746906 COST Saint Luke's North Hospital Q 1848281 COST Saint Luke's North Hospital R 4467407 COST Saint Luke's North Hospital S 86386 COST Saint Luke's South Hospital G 1288150 COST Saint Luke's South Hospital J 87220 COST Saint Luke's South Hospital L 19276099 COST Saint Luke's South Hospital M 83539 COST Saint Luke's South Hospital O 130850 COST Saint Luke's South Hospital P 5187710 COST Saint Luke's South Hospital Q 2538261 COST Saint Luke's South Hospital S 281960 COST Saint Luke's College of Health Sciences L 252908 COST Saint Luke's College of Health Sciences P 56461 COST Saint Luke's College of Health Sciences Q 291939 COST Rockhill Orthopaedic Specialists Inc J 110446 COST Rockhill Orthopaedic Specialists Inc S 150000 COST Saint Luke's Hospital of Trenton L 3178206 COST Saint Luke's Hospital of Trenton O 62500 COST Saint Luke's Hospital of Trenton P 273657 COST Saint Luke's Hospital of Trenton Q 986849 COST Saint Luke's Hospital of Trenton R 65437 COST Medical Plaza Management Inc L 62458 COST Medical Plaza Management Inc Q 108213 COST Saint Luke's Health System Risk Retention Group L 77112 COST Saint Luke's Health System Risk Retention Group P 1967427 COST Saint Luke's Health System Risk Retention Group Q 104801 COST Saint Luke's Health System Insurance Ltd L 244199 COST Saint Luke's Health System Insurance Ltd P 12441343 COST Saint Luke's Health System Insurance Ltd Q 11979816 COST Schedule R, Part V, Line 1 PART V, LINE 1, TRANSACTIONS WITH RELATED ORGANIZATIONS 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.