2018-11-15T13:05:31-06:00 2017-12-31 990 2017-01-01 431139083 Bishop Spencer Place Inc BISH 8169314277 4301 Madison Avenue Kansas City MO 64111 STEVEN SEGGERMAN CEO 2018-11-15 2017 2019-02-21 02:37:17Z STEVEN SEGGERMAN 4301 Madison Avenue Kansas City MO 64111 14484193 false X WWW.BISHOPSPENCERPLACE.ORG X 1975 MO TO PROVIDE HOUSING AND ACTIVITIES FOR A RETIREMENT COMMUNITY 13 10 265 13 0 0 80570 80195 14095978 14141081 264285 262917 0 14440833 14484193 0 0 6355968 6750608 0 0 11287778 8408587 17643746 15159195 -3202913 -675002 41350765 47243984 47263069 47573562 -5912304 -329578 FAITH-BASED, CONTINUING CARE COMMUNITY FOR PERSONS WHO SEEK RETIREMENT CARE AND HEALTH SERVICES IN A LIFE-ENGAGING, SECURE AND FAMILY-ORIENTED ENVIRONMENT false false 13382313 0 14141081 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. 13382313 true true false false false false false false false true true true false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 28 0 true 265 true false false false false false false true false false false X 13 10 true false false false true true true true true false false true true true true true true true false false X THE ORGANIZATION 8169314277 4301 MADISON AVENUE KANSAS CITY MO 64111 THE RT REV MARTIN FIELD CHAIR - DIRECTOR 1.0 0.0 X X 0 0 0 GORDON GEE SECRETARY-DIRECTOR 1.0 0.0 X X 0 0 0 JAMES BERNARD JR VICE PRESIDENT-DIRECTOR 1.0 0.0 X X 0 0 0 CASEY HALSEY DIRECTOR - TREASURER 1.0 0.0 X X 0 0 0 THOMAS KOKJER PRESIDENT-DIRECTOR 1.0 0.0 X X 0 0 0 ROBERT BONNEY DIRECTOR TERM BEG 2017 1.0 50.0 X 0 690320 129895 MARGARET DONNELLY DIRECTOR TERM BEG 2017 1.0 50.0 X 0 85766 15904 AMY NACHTIGAL DIRECTOR 1.0 50.0 X 0 434072 61000 JILL WATT DIRECTOR 1.0 0.0 X 0 0 0 BARBARA WEARY DIRECTOR 1.0 0.0 X 0 0 0 THE REV'D STAN RUNNELS DIRECTOR 1.0 0.0 X 0 0 0 MARY JO POWELL DIRECTOR 1.0 0.0 X 0 0 0 PETER POWELL DIRECTOR 1.0 0.0 X 0 0 0 STEVEN SEGGERMAN Chief Executive Officer 40.0 0.0 X 265265 0 37659 MELISSA STECK VP-HEALTHCARE ADMINISTRATION 40.0 0.0 X 107090 0 2950 372355 1210158 247408 2 false true false PB&J RESTAURANTS 10220 W 87TH STREET OVERLAND PARK KS 66212 DINING MGMT SERVICES 1665823 SELECT REHABILITATION INC PO BOX 71985 CHICAGO IL 60694 REHAB THERAPY 709849 2 80195 80195 Resident Services 623990 14141081 14141081 0 0 0 0 14141081 262917 262917 0 0 0 0 0 0 0 0 0 14484193 14141081 0 262917 X 412964 412964 4995349 4554312 441037 225553 189937 35616 706124 594623 111501 410618 345779 64839 8061 8061 2922715 2643032 279683 0 46710 46710 765848 554851 210997 6080 380 5700 761938 756893 5045 35547 20252 15295 825 825 286385 284489 1896 2249919 2234874 15045 204455 82992 121463 Bad Debt 243656 243656 Medical and Pharmaceutical Supplies 264094 264094 Resident Food Costs 581442 581442 Bond Amortization 30912 30707 205 0 0 0 0 15159195 13382313 1776882 0 14386 44659 1019183 1539121 1880708 2799074 0 0 0 503481 75678 38623013 2329919 33349698 36293094 3734897 1482341 0 2556146 0 848412 2453871 41350765 47243984 1424332 3713682 22558737 21549343 23280000 22149881 0 0 0 160656 47263069 47573562 X -6587378 -1041528 225074 261950 450000 450000 -5912304 -329578 41350765 47243984 X -675002 4332 6253396 X false true X true false X 225000 267000 369000 80570 80195 1021765 13235000 13587000 14144000 14095978 14141082 69203060 0 0 0 13460000 13854000 14513000 14176548 14221277 70224825 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 70224825 292000 277000 306000 4508517 262916 5646433 0 292000 277000 306000 4508517 262916 5646433 -9000 -10000 -19000 0 0 0 0 0 0 13743000 14131000 14809000 18685065 14484193 75852258 0.9258 0.9256 0.0744 0.0747 X 0 695375 16577 711952 0 0 0 0 0 0 0 0 1.0 0.0 0.0 false false 2600000 2600000 34054324 2098224 31956100 413124 22103 391021 1546366 209443 1336923 9199 149 9050 36293094 Silchester International Value Equity Trust 100922 F SSGA Russell 1000 Index 253440 F SSGA 1-3 Yr US Credit Index 2036448 F 1607 Capital International Equity Fd 104506 F LSV Emerging Markets Equity Fd 60830 F 2556146 OTHER Goodwill 2453871 2453871 Other Liabilities 160656 160656 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. X false false false false false false false false false ROBERT BONNEY DIRECTOR TERM BEG 2017 0 467802 0 130341 0 92177 0 107818 0 22077 0 820215 0 60745 AMY NACHTIGAL DIRECTOR 0 319909 0 71323 0 42840 0 57788 0 3211 0 495072 0 36573 STEVEN SEGGERMAN Chief Executive Officer 200243 0 33539 0 31483 0 10823 0 26836 0 302924 0 0 0 Schedule J, Part II PART II 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 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; 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 SAINT LUKES HEALTH SYSTEM false SAINT LUKES NORTH HOSPITAL 5830 NW BARRY ROAD KANSAS CITY MO 64154 440565393 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES SOUTH HOSPITAL 12300 METCALF AVE OVERLAND PARK KS 66213 481203262 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false 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 false 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 false ST LUKES OF TRENTON 191 IOWA BLVD TRENTON MO 64683 431707306 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES HOSPITAL OF GARNETT 421 SOUTH MAPLE GARNETT KS 66032 742849611 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false CABOT WESTSIDE HEALTH CENTER 901 E 104TH ST KANSAS CITY MO 64131 440546280 HEALTH CARE MO 501(c)(3) 7 SAINT LUKES HEALTH SYSTEM false SAINT LUKE'S HOSPITAL OF CHILLICOTHE 2799 N WASHINGTON CHILLICOTHE MO 64601 431735565 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES CUSHING HOSPITAL 711 MARSHALL LEAVENWORTH KS 66048 480543792 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES CARE 901 E 104TH ST KANSAS CITY MO 64131 260185090 HEALTH CARE MO 501(c)(3) SAINT LUKES HEALTH SYSTEM false MEDICAL PLAZA IMAGING ASSOCIATES LLC 4401 WORNALL ROAD KANSAS CITY MO 64111 431609584 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKE'S COLLEGE OF HEALTH SCIENCES 624 WESTPORT ROAD KANSAS CITY MO 64111 272716128 POST SECONDARY NURSING EDUCATION MO 501(c)(3) 2 ST LUKES HOSPITAL OF KANSIS CITY false ADVANCED UROLOGIC ASSOCIATES INC 901 E 104TH ST KANSAS CITY MO 64131 454725529 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false ROCKHILL ORTHOPAEDIC SPECIALISTS INC 901 E 104TH ST KANSAS CITY MO 64131 453851008 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false WINDSOR CARE INCORPORATED 4301 MADISON AVENUE KANSAS CITY MO 64111 205284328 HEALTH CARE MO 501(c)(3) 10 THE BISHOP SPENCER PLACE false 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 INC false 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 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 CJ N/A C Corporation false false false false false false false false false false false false false true true true true true false false WINDSOR CARE N 125340 COST Schedule R, 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.