BISHOP SPENCER PLACE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BISHOP SPENCER PLACE INC (EIN 43-1139083)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349309208
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:05:31-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431139083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bishop Spencer Place Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BISH | BusinessNameControlTxt |
| Phone | 8169314277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 Madison Avenue | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN SEGGERMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2018-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN SEGGERMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 Madison Avenue | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,484,193 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BISHOPSPENCERPLACE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HOUSING AND ACTIVITIES FOR A RETIREMENT COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 265 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $80,570 | PYContributionsGrantsAmt |
| CY Contributions Grants | $80,195 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,095,978 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,141,081 | CYProgramServiceRevenueAmt |
| PY Investment Income | $264,285 | PYInvestmentIncomeAmt |
| CY Investment Income | $262,917 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,440,833 | PYTotalRevenueAmt |
| CY Total Revenue | $14,484,193 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,355,968 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,750,608 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,287,778 | PYOtherExpensesAmt |
| CY Other Expenses | $8,408,587 | CYOtherExpensesAmt |
| PY Total Expenses | $17,643,746 | PYTotalExpensesAmt |
| CY Total Expenses | $15,159,195 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,202,913 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$675,002 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,350,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,243,984 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,263,069 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,573,562 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$5,912,304 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$329,578 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FAITH-BASED, CONTINUING CARE COMMUNITY FOR PERSONS WHO SEEK RETIREMENT CARE AND HEALTH SERVICES IN A LIFE-ENGAGING, SECURE AND FAMILY-ORIENTED ENVIRONMENT | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,382,313 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $14,141,081 | RevenueAmt |
| Desc | BISHOP SPENCER PLACE IS A FAITH-BASED, 186 BED/UNIT NON-PROFIT RETIREMENT COMMUNITY LOCATED IN KANSAS CITY, MISSOURI. BISHOP SPENCER PLACE PROVIDES RETIRMENT AND HEALTH CARE SERVICES THAT INCLUDE INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING AND REHABILITATION, AND MEMORY CARE. AT BISHOP SPENCER PLACE, WE COORDINATE CARE FROM WELLNESS CHECKS TO HOSPICE CARE WITH MANY PHYSICIANS, HOSPITALS AND OTHER HEALTH CARE PROVIDERS. BEING PART OF SAINT LUKE'S HEALTH SYSTEM BRINGS A SPECIAL QUALITY TO OUR UNDERSTANDING OF OUR COMMUNITY MEMBERS' NEEDS AND OUR ABILITY TO MEET THEM. | Desc |
| Total Program Service Expenses | $13,382,313 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 265 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169314277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 MADISON AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| THE RT REV MARTIN FIELD | |||||||
| CHAIR - DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GORDON GEE | |||||||
| SECRETARY-DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES BERNARD JR | |||||||
| VICE PRESIDENT-DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CASEY HALSEY | |||||||
| DIRECTOR - TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS KOKJER | |||||||
| PRESIDENT-DIRECTOR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT BONNEY | |||||||
| DIRECTOR TERM BEG 2017 | 1.0 | 50.0 | Yes (X) | $0 | $690,320 | $129,895 | |
| MARGARET DONNELLY | |||||||
| DIRECTOR TERM BEG 2017 | 1.0 | 50.0 | Yes (X) | $0 | $85,766 | $15,904 | |
| AMY NACHTIGAL | |||||||
| DIRECTOR | 1.0 | 50.0 | Yes (X) | $0 | $434,072 | $61,000 | |
| JILL WATT | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BARBARA WEARY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THE REV'D STAN RUNNELS | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARY JO POWELL | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PETER POWELL | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVEN SEGGERMAN | |||||||
| Chief Executive Officer | 40.0 | 0.0 | Yes (X) | $265,265 | $0 | $37,659 | |
| MELISSA STECK | |||||||
| VP-HEALTHCARE ADMINISTRATION | 40.0 | 0.0 | Yes (X) | $107,090 | $0 | $2,950 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $372,355 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,210,158 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $247,408 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PB&J RESTAURANTS | |||||
| 10220 W 87TH STREET | OVERLAND PARK | KS | 66212 | DINING MGMT SERVICES | $1,665,823 |
| SELECT REHABILITATION INC | |||||
| PO BOX 71985 | CHICAGO | IL | 60694 | REHAB THERAPY | $709,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $80,195 | AllOtherContributionsAmt |
| Total Contributions | $80,195 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Resident Services | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $14,141,081 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,141,081 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,141,081 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,917 | TotalRevenueColumnAmt |
| Exclusion | $262,917 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,484,193 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,141,081 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $262,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,964 | TotalAmt |
| Management And General | $412,964 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,995,349 | TotalAmt |
| Program Services | $4,554,312 | ProgramServicesAmt |
| Management And General | $441,037 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,553 | TotalAmt |
| Program Services | $189,937 | ProgramServicesAmt |
| Management And General | $35,616 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,124 | TotalAmt |
| Program Services | $594,623 | ProgramServicesAmt |
| Management And General | $111,501 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,618 | TotalAmt |
| Program Services | $345,779 | ProgramServicesAmt |
| Management And General | $64,839 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,061 | TotalAmt |
| Management And General | $8,061 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,922,715 | TotalAmt |
| Program Services | $2,643,032 | ProgramServicesAmt |
| Management And General | $279,683 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,710 | TotalAmt |
| Management And General | $46,710 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765,848 | TotalAmt |
| Program Services | $554,851 | ProgramServicesAmt |
| Management And General | $210,997 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,080 | TotalAmt |
| Program Services | $380 | ProgramServicesAmt |
| Management And General | $5,700 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,938 | TotalAmt |
| Program Services | $756,893 | ProgramServicesAmt |
| Management And General | $5,045 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,547 | TotalAmt |
| Program Services | $20,252 | ProgramServicesAmt |
| Management And General | $15,295 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825 | TotalAmt |
| Management And General | $825 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,385 | TotalAmt |
| Program Services | $284,489 | ProgramServicesAmt |
| Management And General | $1,896 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,249,919 | TotalAmt |
| Program Services | $2,234,874 | ProgramServicesAmt |
| Management And General | $15,045 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,455 | TotalAmt |
| Program Services | $82,992 | ProgramServicesAmt |
| Management And General | $121,463 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Bad Debt | $243,656 | $243,656 | |
| Medical and Pharmaceutical Supplies | $264,094 | $264,094 | |
| Resident Food Costs | $581,442 | $581,442 | |
| Bond Amortization | $30,912 | $30,707 | $205 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,159,195 | TotalAmt |
| Program Services | $13,382,313 | ProgramServicesAmt |
| Management And General | $1,776,882 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,386 | BOYAmt |
| EOY | $44,659 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,019,183 | BOYAmt |
| EOY | $1,539,121 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,880,708 | BOYAmt |
| EOY | $2,799,074 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,481 | BOYAmt |
| EOY | $75,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,623,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,329,919 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,349,698 | BOYAmt |
| EOY | $36,293,094 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,734,897 | BOYAmt |
| EOY | $1,482,341 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,556,146 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,412 | BOYAmt |
| EOY | $2,453,871 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,350,765 | BOYAmt |
| EOY | $47,243,984 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,332 | BOYAmt |
| EOY | $3,713,682 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,558,737 | BOYAmt |
| EOY | $21,549,343 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,280,000 | BOYAmt |
| EOY | $22,149,881 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $160,656 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,263,069 | BOYAmt |
| EOY | $47,573,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,587,378 | BOYAmt |
| EOY | -$1,041,528 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,074 | BOYAmt |
| EOY | $261,950 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,000 | BOYAmt |
| EOY | $450,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,912,304 | BOYAmt |
| EOY | -$329,578 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,350,765 | BOYAmt |
| EOY | $47,243,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$675,002 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,332 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,253,396 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $267,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $369,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,195 | CurrentTaxYearAmt |
| Total | $1,021,765 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,235,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,587,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,144,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,095,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,141,082 | CurrentTaxYearAmt |
| Total | $69,203,060 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,460,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,854,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,513,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,176,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,221,277 | CurrentTaxYearAmt |
| Total | $70,224,825 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $70,224,825 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $292,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $306,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,508,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,916 | CurrentTaxYearAmt |
| Total | $5,646,433 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $292,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $306,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,508,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,916 | CurrentTaxYearAmt |
| Total | $5,646,433 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$9,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | -$10,000 | CurrentTaxYearMinus2YearsAmt |
| Total | -$19,000 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,743,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,131,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,809,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,685,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,484,193 | CurrentTaxYearAmt |
| Total | $75,852,258 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9258 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9256 | PublicSupportPY509Pct |
| Investment Income CY | 0.0744 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0747 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $695,375 | ContributionsAmt |
| Investment Earnings Or Losses | $16,577 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $711,952 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,600,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,600,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,054,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,098,224 | DepreciationAmt |
| Book Value | $31,956,100 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $413,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,103 | DepreciationAmt |
| Book Value | $391,021 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,546,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $209,443 | DepreciationAmt |
| Book Value | $1,336,923 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,199 | OtherCostOrOtherBasisAmt |
| Depreciation | $149 | DepreciationAmt |
| Book Value | $9,050 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,293,094 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Silchester International Value Equity Trust | $100,922 | F |
| SSGA Russell 1000 Index | $253,440 | F |
| SSGA 1-3 Yr US Credit Index | $2,036,448 | F |
| 1607 Capital International Equity Fd | $104,506 | F |
| LSV Emerging Markets Equity Fd | $60,830 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,556,146 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER | |
| Goodwill | $2,453,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,453,871 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Liabilities | Desc |
| Amt | $160,656 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $160,656 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part XI PART XI, XII, AND XIII | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT BONNEY | ||||||||||||||
| DIRECTOR TERM BEG 2017 | $0 | $467,802 | $0 | $130,341 | $0 | $92,177 | $0 | $107,818 | $0 | $22,077 | $0 | $820,215 | $0 | $60,745 |
| AMY NACHTIGAL | ||||||||||||||
| DIRECTOR | $0 | $319,909 | $0 | $71,323 | $0 | $42,840 | $0 | $57,788 | $0 | $3,211 | $0 | $495,072 | $0 | $36,573 |
| STEVEN SEGGERMAN | ||||||||||||||
| Chief Executive Officer | $200,243 | $0 | $33,539 | $0 | $31,483 | $0 | $10,823 | $0 | $26,836 | $0 | $302,924 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part II PART II | FormAndLineReferenceDesc |
| Explanation | DIRECTORS ARE NOT COMPENSATED FOR SERVING AS A DIRECTOR OR BOARD OFFICER. AMY NACHTIGAL, ROBERT BONNEY AND MARGARET DONNELLY DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | ROBERT BONNEY AND MARGARET DONNELLY HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE OFFICERS OF THE SAME AFFILIATED TAX-EXEMPT ORGANIZATION. - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE CORPORATE MEMBER IS SAINT LUKE'S HEALTH SYSTEM, A 501(C)(3) ORGANIZATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE GOVERNING BODY IS ELECTED BY THE SOLE CORPORATE MEMBER. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE SOLE MEMBER HAS SPECIFIED RESERVE POWERS OVER MAJOR DECISIONS SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, DEBT, BUDGETS, CAPITAL EXPENDITURES AND STRATEGIC OPERATING DECISIONS. AS PART OF AN INTEGRATED HEALTH SYSTEM, THE SOLE MEMBER ALSO PROVIDES VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO THE ORGANIZATION. |
| 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 THE ENTITY'S 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, INCLUDING THE FILING ORGANIZATION, HAVE COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICIES APPLICABLE TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES. ANY ACTUAL, POSSIBLE OR PERCEIVED CONFLICT OF INTEREST IS EXPECTED TO BE HANDLED THROUGH FULL AND TIMELY DISCLOSURE OF ANY SUCH INTEREST, TOGETHER WITH ABSENCE OF PERSUASION IN ANY DISCUSSION AND IN ANY VOTE WHEREIN THE INTEREST IS INVOLVED. DISCLOSURE IS TO BE MADE WHEN THE INTEREST ARISES, AT ANY TIME THE INTEREST BECOMES A MATTER OF GOVERNING BOARD ACTION, AND THEN ANNUALLY THROUGH COMPLETION OF A CONFLICT OF INTEREST QUESTIONNAIRE. THE 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 | THE COMPENSATION COMMITTEE ACTS ON BEHALF OF THE BOARD OF DIRECTORS TO ESTABLISH THE COMPENSATION OF THE CEO. SALARY SURVEYS AND OTHER MARKET INFORMATION ARE CONSIDERED WHEN DETERMINING COMPENSATION LEVELS. THE OVERALL GOAL IS TO ESTABLISH COMPENSATION AT A LEVEL THAT WILL ATTRACT AND RETAIN A CEO WITH THE NEEDED SKILLS AND QUALITIES WHO WILL EXEMPLIFY THE ORGANIZATION'S CORE VALUES. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE MADE AVAILABLE TO THE PUBLIC BY THE MO SECRETARY OF STATE. THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF SAINT LUKE'S HEALTH SYSTEM INC THAT ARE AVAILABLE TO THE PUBLIC 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 (E) RELATED ORGANIZATION COMPENSATION | DIRECTORS ARE NOT COMPENSATED FOR SERVING AS A DIRECTOR OR BOARD OFFICER. AMY NACHTIGAL, ROBERT BONNEY AND MARGARET DONNELLY DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. |
| Form 990, Part IX, Line 11g Other Fees | Rehab Services - Total Expense: 710233, Program Service Expense: 710233, Management and General Expenses: , Fundraising Expenses: ; Repairs and Maintenance - Total Expense: 178588, Program Service Expense: 178588, Management and General Expenses: , Fundraising Expenses: ; Resident Dining Management - Total Expense: 1381073, Program Service Expense: 1381073, Management and General Expenses: , Fundraising Expenses: ; Other Services - Total Expense: 652821, Program Service Expense: 373138, Management and General Expenses: 279683, Fundraising Expenses: ; |
| Form 990, Part X, Line 20 TAX EXEMPT BOND LIABILITIES | THE AMOUNT REPORTED AS TAX-EXEMPT BONDS IS THE PORTION OF SAINT LUKE'S HEALTH SYSTEM BONDS ALLOCATED TO BISHOP SPENCER PLACE. REQUIRED INFORMATION FOR THE BONDS, INCLUDING SCHEDULE K, IS REPORTED IN THE SAINT LUKE'S HEALTH SYSTEM (EIN: 43-1747502) IRS FORM 990. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | FMV ADJUSTMENT TO NET ASSETS - 6404424; OTHER MISC ADJUSTMENT - 2262; WINDSOR CARE TRANSFER OF NET ASSETS - -153291; ROUNDING - 1; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SAINT LUKES HEALTH SYSTEM | |||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 431747502 | HEALTH SYSTEM | KS | 501(c)(3) | Type III-FI | N/A | false | |
| ST LUKES HOSPITAL OF KANSAS CITY | |||||||||||
| 4401 WORNALL ROAD | KANSAS CITY | MO | 64111 | 440545297 | HEALTH CARE | MO | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| SAINT LUKES NORTH HOSPITAL | |||||||||||
| 5830 NW BARRY ROAD | KANSAS CITY | MO | 64154 | 440565393 | HEALTH CARE | MO | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| SAINT LUKES SOUTH HOSPITAL | |||||||||||
| 12300 METCALF AVE | OVERLAND PARK | KS | 66213 | 481203262 | HEALTH CARE | KS | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| SAINT LUKES PHYSICIAN GROUP INC | |||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 431598353 | HEALTH CARE | KS | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE | |||||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | 431127200 | HEALTH CARE | MO | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| ST LUKES OF TRENTON | |||||||||||
| 191 IOWA BLVD | TRENTON | MO | 64683 | 431707306 | HEALTH CARE | MO | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| SAINT LUKES HOSPITAL OF GARNETT | |||||||||||
| 421 SOUTH MAPLE | GARNETT | KS | 66032 | 742849611 | HEALTH CARE | KS | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| CABOT WESTSIDE HEALTH CENTER | |||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 440546280 | HEALTH CARE | MO | 501(c)(3) | 7 | false | SAINT LUKES HEALTH SYSTEM | |
| SAINT LUKE'S HOSPITAL OF CHILLICOTHE | |||||||||||
| 2799 N WASHINGTON | CHILLICOTHE | MO | 64601 | 431735565 | HEALTH CARE | MO | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| SAINT LUKES CUSHING HOSPITAL | |||||||||||
| 711 MARSHALL | LEAVENWORTH | KS | 66048 | 480543792 | HEALTH CARE | KS | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| SAINT LUKES CARE | |||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 260185090 | HEALTH CARE | MO | 501(c)(3) | false | SAINT LUKES HEALTH SYSTEM | ||
| MEDICAL PLAZA IMAGING ASSOCIATES LLC | |||||||||||
| 4401 WORNALL ROAD | KANSAS CITY | MO | 64111 | 431609584 | HEALTH CARE | MO | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| SAINT LUKE'S COLLEGE OF HEALTH SCIENCES | |||||||||||
| 624 WESTPORT ROAD | KANSAS CITY | MO | 64111 | 272716128 | POST SECONDARY NURSING EDUCATION | MO | 501(c)(3) | 2 | false | ST LUKES HOSPITAL OF KANSIS CITY | |
| ADVANCED UROLOGIC ASSOCIATES INC | |||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 454725529 | HEALTH CARE | MO | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| ROCKHILL ORTHOPAEDIC SPECIALISTS INC | |||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 453851008 | HEALTH CARE | MO | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM | |
| WINDSOR CARE INCORPORATED | |||||||||||
| 4301 MADISON AVENUE | KANSAS CITY | MO | 64111 | 205284328 | HEALTH CARE | MO | 501(c)(3) | 10 | false | THE BISHOP SPENCER PLACE | |
| SAINT LUKES EAST HOSPITAL | |||||||||||
| 100 NE SAINT LUKES BLVD | LEES SUMMIT | MO | 64086 | 562488077 | HEALTH CARE | MO | 501(c)(3) | 3 | false | SAINT LUKES HEALTH SYSTEM INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| MEDICAL PLAZA PARTNERS LP | |||||||
| 4320 WORNALL ROAD STE 714 | KANSAS CITY | MO | 64111 | 431357824 | OWN & OPERATE MEDICAL OFFICE BUILDING | MO | N/A |
| ST LUKES SURGICENTER-LEES SUMMIT LLC | |||||||
| 11221 ROE AVE STE 230 | OVERLAND PARK | KS | 66211 | 470853481 | HEALTH CARE | MO | N/A |
| SAINT LUKES SOUTH SURGERY CENTER LLC | |||||||
| 11221 ROE AVE STE 230 | OVERLAND PARK | KS | 66211 | 201721929 | HEALTH CARE | KS | N/A |
| SAINT LUKES-GI DIAGNOSTICS | |||||||
| 4321 WASHINGTON STE 5700 | KANSAS CITY | MO | 64111 | 274142549 | HEALTH CARE | MO | N/A |
| KANSAS CITY ORTHOPAEDIC INSTITUTE LLC | |||||||
| 3651 COLLEGE BLVD | LEAWOOD | KS | 66211 | 481197295 | HEALTH CARE | KS | N/A |
| SAINT LUKES RADIATION THERAPY-LIBERTY LLC | |||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 473793070 | HEALTH CARE | MO | N/A |
| THP - SAINT LUKES VENTURES LLC | |||||||
| 1415 LOUISIANA ST 27TH FLOOR | HOUSTON | TX | 77002 | 811243747 | HEALTH CARE | DE | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP | ||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 371471890 | INSURANCE | SC | N/A | C Corporation | false | |
| ST LUKES HEALTH VENTURES INC | ||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 431278476 | ACCOUNTING | MO | N/A | C Corporation | false | |
| MEDICAL PLAZA MANAGEMENT INC | ||||||||||
| 4320 WORNALL ROAD STE 714 | KANSAS CITY | MO | 64111 | 431352317 | MEDICAL OFFICE BUILDING MANAGEMENT | MO | N/A | C Corporation | false | |
| VENTURE FINANCIAL SERVICES INC | ||||||||||
| 9500 EAST 63RD ST STE 202 | RAYTOWN | MO | 64133 | 431605740 | COLLECTIONS | MO | N/A | C Corporation | false | |
| SAINT LUKES HEALTH SYSTEM INSURANCE LTD | ||||||||||
| CAPTIVE | N/A | C Corporation | false | CJ | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDSOR CARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionTypeTxt |
| Involved | $125,340 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 1 TRANSACTIONS WITH RELATED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Comments