SAINT LUKES FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LUKES FOUNDATION (EIN 44-6014699)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349307438
- Schema version
- 2024v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T16:35:09+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446014699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saint Lukes Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 8169322252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E 104th Street | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Miller | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8169322252 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P01559426 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yvonne Miller | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E 104th Street | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,820,033 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAINTLUKESKC.ORG/GIVING/SAINT-LUKES-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | PROMOTION AND SUPPORT OF MEDICAL EDUCATION, RESEARCH, AND PATIENT CARE PROGRAMS FOR THE BENEFIT OF SAINT LUKE'S HEALTH SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 82 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,153,925 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,421,216 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,770,550 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,800,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,770,853 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,084,968 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,779 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,430 | CYOtherRevenueAmt |
| PY Total Revenue | $15,740,107 | PYTotalRevenueAmt |
| CY Total Revenue | $39,304,754 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,900,507 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,458,310 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,560,992 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,904,405 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,352,017 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,129,087 | PYOtherExpensesAmt |
| CY Other Expenses | $2,299,763 | CYOtherExpensesAmt |
| PY Total Expenses | $19,590,586 | PYTotalExpensesAmt |
| CY Total Expenses | $24,662,478 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,850,479 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,642,276 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $257,443,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $284,577,913 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,090,653 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,490,364 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $251,353,086 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $274,087,549 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SPONSORSHIP OF SPECIFIC PROJECTS AND PROGRAMS TO IMPROVE AND SUPPORT MEDICAL SERVICES TO THE PATIENTS SERVED BY THE SAINT LUKE'S HEALTH SYSTEM, AND IN CONNECTION WITH SUCH ACTIVITIES, TO PROMOTE HEALTH EDUCATION, TRAINING, PREVENTION AND RESEARCH PROGRAMS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,408,762 | ExpenseAmt |
| Grant | $18,458,310 | GrantAmt |
| Revenue | $2,800,000 | RevenueAmt |
| Desc | IN 2024, THE FOUNDATION PROVIDED SUPPORT FOR THE FOLLOWING PROGRAM SERVICES: CAPITAL FACILITIES AND EQUIPMENT AT SAINT LUKE'S HEALTH SYSTEM ENTITIES. MEDICAL EDUCATION PROGRAMS - EXPENDITURES TO SUPPORT MEDICAL EDUCATION THROUGH ACTIVITIES OF MEDICAL CHAIR HOLDERS, RESIDENCY, AND FELLOWSHIP PROGRAMS. RESEARCH PROGRAMS - FUNDING PROVIDED MEDICAL RESEARCH PROJECTS. MEDICAL PROGRAMS - PROJECTS TO ENHANCE THE DELIVERY OF CARE AND EXCELLENCE OF SAINT LUKE'S HEALTH SYSTEM MEDICAL PROGRAMS. SCHOLARSHIPS AND AWARDS - EDUCATIONAL FUNDS FOR SCHOLARSHIPS OR AWARDS TO SYSTEM EMPLOYEES, healthcare students at local universities, OR OTHER STUDENTS OF THE MEDICAL TECHNICAL SCHOOLS OF SAINT LUKE'S HEALTH SYSTEM. | Desc |
| Total Program Service Expenses | $19,408,762 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 21 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lisa Havenhill | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169322000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E 104th Street | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64131 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Chip Moxley | |||||||||
| TREASURER-DIRECTOR | 2.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Keith Asel | |||||||||
| CHAIRPERSON-DIRECTOR | 2.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thomas W Wagstaff | |||||||||
| SECRETARY-DIRECTOR | 2.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tracy Stevens MD | |||||||||
| VICE CHAIR-DIRECTOR | 2.0 | 38.0 | Yes (X) | Yes (X) | $0 | $657,611 | $53,103 | ||
| Yvonne Miller | |||||||||
| CEO & PRES-DIRECTOR | 40.0 | 0 | Yes (X) | Yes (X) | $537,762 | $0 | $96,464 | ||
| ALLEN DILLINGHAM | |||||||||
| DIRECTOR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Brad Steinle MD | |||||||||
| DIRECTOR | 2.0 | 40.0 | Yes (X) | $0 | $495,070 | $36,990 | |||
| Charles V Robb | |||||||||
| DIRECTOR | 2.0 | 38.0 | Yes (X) | $0 | $2,371,297 | $58,893 | |||
| David Hunt | |||||||||
| DIRECTOR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Greg Bentz | |||||||||
| DIRECTOR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES UHLMANN | |||||||||
| DIRECTOR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JULIE CHESLIK | |||||||||
| DIRECTOR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JULIE QUIRIN | |||||||||
| DIRECTOR | 2.0 | 38.0 | Yes (X) | $0 | $2,205,625 | $88,823 | |||
| Karin Olds MD | |||||||||
| DIRECTOR | 2.0 | 40.0 | Yes (X) | $0 | $425,840 | $39,037 | |||
| Kathryn Richman Wallace | |||||||||
| DIRECTOR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Lyndsey Lowrey | |||||||||
| DIRECTOR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA MARTIN MD | |||||||||
| DIRECTOR | 2.0 | 40.0 | Yes (X) | $0 | $548,968 | $42,054 | |||
| Ruby Meierotto MD | |||||||||
| DIRECTOR | 2.0 | 38.0 | Yes (X) | $0 | $910,142 | $49,771 | |||
| STEFANIE MONTGOMERY | |||||||||
| DIRECTOR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William Matthew McInnes | |||||||||
| DIRECTOR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Havenhill | |||||||||
| VP-FINANCE | 13.0 | 27.0 | Yes (X) | $0 | $321,533 | $83,003 | |||
| ANDREA CATHEY | |||||||||
| VP-PLANNED GIVING | 40.0 | 0 | $250,102 | $0 | $39,082 | Yes (X) | |||
| Christie Ruhl | |||||||||
| PHILANTHROPY DIR | 40.0 | 0 | $154,888 | $0 | $23,850 | Yes (X) | |||
| Jessica Osban | |||||||||
| FDTN OPERATIONS DIR | 40.0 | 0 | $128,821 | $0 | $14,539 | Yes (X) | |||
| Laura Berger | |||||||||
| DEV CORP ENGAGEMENT DIR | 40.0 | 0 | $135,656 | $0 | $16,632 | Yes (X) | |||
| Susan Melton | |||||||||
| SR DEVELOPMENT OFFICER | 40.0 | 0 | $135,927 | $0 | $8,573 | Yes (X) | |||
| Brian Walton | |||||||||
| FORMER CFO TERM ENDED 1/2020 | 0.0 | 40.0 | $0 | $161,917 | $18,514 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,343,156 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,098,003 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $669,328 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| INDUSTRIAL SALVAGE AND WRECKING CO INC | |||||
| 3570 Gardner Ave | KANSAS CITY | MO | 64120 | CONSTRUCTION | $219,000 |
| EVENTOLOGY LLC | |||||
| 1305 Wycliff Ave | Dallas | TX | 75207 | Event Services | $102,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $58,042 | FederatedCampaignsAmt |
| Fundraising | $1,544,285 | FundraisingAmt |
| Related Organizations | $47,310 | RelatedOrganizationsAmt |
| Government Grants | $541,767 | GovernmentGrantsAmt |
| All Other Contributions | $21,229,812 | AllOtherContributionsAmt |
| Noncash Contributions | $543,930 | NoncashContributionsAmt |
| Total Contributions | $23,421,216 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH SYSTEM SUPPORT SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,800,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,800,000 | 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 | $2,800,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,175,428 | TotalRevenueColumnAmt |
| Exclusion | $3,175,428 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,704 | TotalRevenueColumnAmt |
| Exclusion | $6,704 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $885,871 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $578,292 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $307,579 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,579 | TotalRevenueColumnAmt |
| Exclusion | $307,579 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,385,853 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,476,313 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,909,540 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,909,540 | TotalRevenueColumnAmt |
| Exclusion | $9,909,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $137,177 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,544,285 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $460,674 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$323,497 | TotalRevenueColumnAmt |
| Exclusion | -$323,497 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,784 | TotalRevenueColumnAmt |
| Exclusion | $7,784 | ExclusionAmt |
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 | $7,784 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,304,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,800,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,083,538 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,417,713 | TotalAmt |
| Program Services | $18,417,713 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,597 | TotalAmt |
| Program Services | $40,597 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,227 | TotalAmt |
| Management And General | $634,227 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,538,315 | TotalAmt |
| Management And General | $988,506 | ManagementAndGeneralAmt |
| Fundraising | $1,549,809 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,296 | TotalAmt |
| Management And General | $110,862 | ManagementAndGeneralAmt |
| Fundraising | $98,434 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,882 | TotalAmt |
| Management And General | $169,525 | ManagementAndGeneralAmt |
| Fundraising | $160,357 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,685 | TotalAmt |
| Management And General | $98,557 | ManagementAndGeneralAmt |
| Fundraising | $94,128 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,683 | TotalAmt |
| Program Services | $33,683 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350 | TotalAmt |
| Management And General | $350 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,143 | TotalAmt |
| Program Services | $209,919 | ProgramServicesAmt |
| Management And General | $47,224 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,761 | TotalAmt |
| Program Services | $6,148 | ProgramServicesAmt |
| Management And General | $20,364 | ManagementAndGeneralAmt |
| Fundraising | $58,249 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,296 | TotalAmt |
| Management And General | $83,858 | ManagementAndGeneralAmt |
| Fundraising | $91,438 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,267 | TotalAmt |
| Program Services | $12,288 | ProgramServicesAmt |
| Management And General | $26,601 | ManagementAndGeneralAmt |
| Fundraising | $38,378 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,098 | TotalAmt |
| Management And General | $30,422 | ManagementAndGeneralAmt |
| Fundraising | $174,676 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,010 | TotalAmt |
| Management And General | $644,010 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,580 | TotalAmt |
| Management And General | $15,632 | ManagementAndGeneralAmt |
| Fundraising | $45,948 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,178 | TotalAmt |
| Program Services | $268,460 | ProgramServicesAmt |
| Management And General | $5,718 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,123 | TotalAmt |
| Program Services | $11,526 | ProgramServicesAmt |
| Management And General | $14,597 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,274 | TotalAmt |
| Program Services | $408,428 | ProgramServicesAmt |
| Management And General | $1,246 | ManagementAndGeneralAmt |
| Fundraising | $40,600 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,662,478 | TotalAmt |
| Program Services | $19,408,762 | ProgramServicesAmt |
| Management And General | $2,901,699 | ManagementAndGeneralAmt |
| Fundraising | $2,352,017 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,774,205 | BOYAmt |
| EOY | $9,240,718 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,913,393 | BOYAmt |
| EOY | $15,321,489 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,465 | BOYAmt |
| EOY | $89,232 | 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) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,014 | BOYAmt |
| EOY | $25,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,836,593 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,840,628 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,109,310 | BOYAmt |
| EOY | $10,995,965 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,877,018 | BOYAmt |
| EOY | $326,316 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,498,978 | BOYAmt |
| EOY | $242,645,976 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,047,356 | BOYAmt |
| EOY | $5,933,164 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,443,739 | BOYAmt |
| EOY | $284,577,913 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,589 | BOYAmt |
| EOY | $1,156,338 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,476,937 | BOYAmt |
| EOY | $3,137,466 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,829,127 | BOYAmt |
| EOY | $6,196,560 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,090,653 | BOYAmt |
| EOY | $10,490,364 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,541,553 | BOYAmt |
| EOY | $22,700,217 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,811,533 | BOYAmt |
| EOY | $251,387,332 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,353,086 | BOYAmt |
| EOY | $274,087,549 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,443,739 | BOYAmt |
| EOY | $284,577,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,642,276 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,918,861 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,826,674 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,565,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,584,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,583,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,859,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,421,216 | CurrentTaxYearAmt |
| Total | $70,014,899 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,565,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,584,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,583,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,859,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,421,216 | CurrentTaxYearAmt |
| Total | $70,014,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,637,202 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,377,696 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,042,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,095,945 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,922,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,364,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,068,003 | CurrentTaxYearAmt |
| Total | $12,493,732 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $947,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $691,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $657,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $2,655,929 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,018 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,784 | CurrentTaxYearAmt |
| Total | $251,225 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $85,415,785 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,425,249 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56638 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63744 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER, COLUMN A - 124018.0, COLUMN B - 105022.0, COLUMN C - 5003.0, COLUMN D - 9398.0, COLUMN E - 7784.0, COLUMN F - 251225.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,271,163 | BeginningYearBalanceAmt |
| Contributions | $3,293,245 | ContributionsAmt |
| Investment Earnings Or Losses | $16,611,914 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,519,079 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,374,384 | AdministrativeExpensesAmt |
| End Year Balance | $167,282,859 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,182,525 | BeginningYearBalanceAmt |
| Contributions | $5,521,611 | ContributionsAmt |
| Investment Earnings Or Losses | $16,899,963 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,085,390 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,247,546 | AdministrativeExpensesAmt |
| End Year Balance | $153,271,163 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,527,347 | BeginningYearBalanceAmt |
| Contributions | $3,214,637 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,903,466 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,475,937 | GrantsOrScholarshipsAmt |
| Other Expenditures | $846,323 | OtherExpendituresAmt |
| Administrative Expenses | $1,333,733 | AdministrativeExpensesAmt |
| End Year Balance | $134,182,525 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,629,596 | BeginningYearBalanceAmt |
| Contributions | $1,174,133 | ContributionsAmt |
| Investment Earnings Or Losses | $23,789,126 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,080,677 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,628,961 | OtherExpendituresAmt |
| Administrative Expenses | $1,355,870 | AdministrativeExpensesAmt |
| End Year Balance | $146,527,347 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,671,552 | BeginningYearBalanceAmt |
| Contributions | $3,235,257 | ContributionsAmt |
| Investment Earnings Or Losses | $15,396,538 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,283,204 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,299,985 | OtherExpendituresAmt |
| Administrative Expenses | $1,090,562 | AdministrativeExpensesAmt |
| End Year Balance | $130,629,596 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0461 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.5056 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.4483 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,605,963 | OtherCostOrOtherBasisAmt |
| Book Value | $6,605,963 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,885,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,633,527 | DepreciationAmt |
| Book Value | $4,252,342 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,247 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,962 | DepreciationAmt |
| Book Value | $25,285 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,490 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,268 | DepreciationAmt |
| Book Value | $42,222 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $243,024 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,871 | DepreciationAmt |
| Book Value | $70,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,995,965 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| POOLED INVESTMENTS | ||
| POOLED INVESTMENTS | $242,645,976 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $242,645,976 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| ANNUITY PAYABLE | |
| DUE TO AFFILIATES | |
| OTHER LIABILITIES | |
| ANNUITY PAYABLE | $558,141 |
| DUE TO AFFILIATES | $5,497,776 |
| OTHER LIABILITIES | $140,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,196,560 | TotalLiabilityAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 Intended uses of endowment funds | FormAndLineReferenceDesc |
| Explanation | THE INTENDED USES OF THE ENDOWMENT FUNDS ARE RESTRICTED TO THE DONOR IMPOSED RESTRICTIONS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Heartland Gala | Event1Nm |
| Gross Receipts Event1 | $1,660,528 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,527,526 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $133,002 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $85,390 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $163,218 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $36,650 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $172,039 | OtherDirectExpensesEvent1Amt |
| Event2 | Plaza 10K | Event2Nm |
| Gross Receipts Event2 | $20,934 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $16,759 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,175 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,377 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,681,462 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,544,285 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $137,177 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $85,390 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $163,218 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $36,650 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $175,416 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $460,674 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$323,497 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SAINT LUKE'S HOSPITAL OF KANSAS CITY | ||||||||
| 4401 WORNALL ROAD | KANSAS CITY | MO | 64111 | 440545297 | 501(c)(3) | $13,704,968 | Patient Care, Research | |
| SAINT LUKE'S PHYSICIAN GROUP | ||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 431598353 | 501(c)(3) | $1,454,723 | Patient Care, Research | |
| SAINT LUKE'S SOUTH HOSPITAL | ||||||||
| 12300 METCALF AVE | OVERLAND PARK | KS | 66213 | 481203262 | 501(c)(3) | $439,344 | Patient Care, Medical Research/Medical Programs | |
| University of Missouri-Kansas City Foundation | ||||||||
| 5115 OAK ST | KANSAS CITY | MO | 64112 | 260840496 | 501(c)(3) | $367,150 | Medical Education | STE 202 |
| Rockhurst University | ||||||||
| 1100 Rockhurst Road | KANSAS CITY | MO | 64110 | 440545813 | 501(c)(3) | $293,416 | Medical Education | |
| SAINT LUKE'S HOME CARE AND HOSPICE | ||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 431127200 | 501(c)(3) | $180,772 | Patient Care, Medical Research/Medical Programs | |
| BISHOP SPENCER PLACE | ||||||||
| 4301 MADISON AVE | KANSAS CITY | MO | 64111 | 431139083 | 501(c)(3) | $123,645 | Patient Care, Medical Research/Medical Programs | |
| SAINT LUKE'S EAST HOSPITAL | ||||||||
| 100 NE SAINT LUKES BLVD | LEES SUMMIT | MO | 64086 | 562488077 | 501(c)(3) | $121,305 | Patient Care, Medical Research/Medical Programs | |
| SAINT LUKE'S HEALTH SYSTEM | ||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 431747502 | 501(c)(3) | $50,267 | Program Support and Education | |
| SAMUEL U RODGERS HEALTH CENTER | ||||||||
| 825 EUCLID AVE | KANSAS CITY | MO | 64214 | 430899356 | 501(c)(3) | $23,181 | Patient Care, Medical Research/Medical Programs | |
| MISSION VISION PROJECT | ||||||||
| PO BOX 32134 | KANSAS CITY | MO | 64171 | 842139145 | 501(c)(3) | $23,032 | Patient Care, Medical Research/Medical Programs | |
| SAINT LUKE'S NORTH HOSPITAL | ||||||||
| 5830 NW BARRY RD | KANSAS CITY | MO | 64154 | 440565393 | 501(c)(3) | $19,905 | Patient Care, Medical Research/Medical Programs | |
| Saint Luke's Neighborhood Clinics LLC | ||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64108 | 431747502 | 501(c)(3) | $11,555 | Patient Care, Medical Research/Medical Programs | |
| Heart Surgeons of Kansas City Inc | ||||||||
| 4320 WORNALL ROAD | KANSAS CITY | MO | 64111 | 264663332 | 501(c)(3) | $10,896 | Patient Care, Medical Research/Medical Programs | STE 50 |
| Saint Luke's Hospital of Garnett Inc | ||||||||
| 421 SOUTH MAPLE | Garnett | KS | 66032 | 742849611 | 501(c)(3) | $9,090 | Patient Care, Medical Research/Medical Programs | BOX 309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATION | 21 | $21,984 |
| FINANCIAL HARDSHIP | 11 | $18,613 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | USE OF GRANT FUNDS IS MONITORED THROUGH PERIODIC REVIEW OF EXPENDITURES AND REPORTING ON GRANT OUTCOMES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tracy Stevens MD | ||||||||||||||
| VICE CHAIR-DIRECTOR | $0 | $652,103 | $0 | $0 | $0 | $5,508 | $0 | $22,425 | $0 | $30,678 | $0 | $710,714 | $0 | $0 |
| Yvonne Miller | ||||||||||||||
| CEO & PRES-DIRECTOR | $380,224 | $0 | $136,632 | $0 | $20,906 | $0 | $60,901 | $0 | $35,563 | $0 | $634,226 | $0 | $0 | $0 |
| Charles V Robb | ||||||||||||||
| DIRECTOR | $0 | $952,263 | $0 | $1,082,746 | $0 | $336,288 | $0 | $27,600 | $0 | $31,293 | $0 | $2,430,190 | $0 | $0 |
| JULIE QUIRIN | ||||||||||||||
| DIRECTOR | $0 | $1,050,988 | $0 | $971,166 | $0 | $183,471 | $0 | $59,925 | $0 | $28,898 | $0 | $2,294,448 | $0 | $148,750 |
| Karin Olds MD | ||||||||||||||
| DIRECTOR | $0 | $424,357 | $0 | $0 | $0 | $1,483 | $0 | $17,250 | $0 | $21,787 | $0 | $464,877 | $0 | $0 |
| Brad Steinle MD | ||||||||||||||
| DIRECTOR | $0 | $491,637 | $0 | $0 | $0 | $3,433 | $0 | $20,700 | $0 | $16,290 | $0 | $532,060 | $0 | $0 |
| Ruby Meierotto MD | ||||||||||||||
| DIRECTOR | $0 | $890,624 | $0 | $18,000 | $0 | $1,518 | $0 | $18,975 | $0 | $30,796 | $0 | $959,913 | $0 | $0 |
| PATRICIA MARTIN MD | ||||||||||||||
| DIRECTOR | $0 | $528,698 | $0 | $15,000 | $0 | $5,270 | $0 | $17,250 | $0 | $24,804 | $0 | $591,022 | $0 | $0 |
| Brian Walton | ||||||||||||||
| FORMER CFO TERM ENDED 1/2020 | $0 | $161,792 | $0 | $0 | $0 | $125 | $0 | $6,603 | $0 | $11,911 | $0 | $180,431 | $0 | $0 |
| Lisa Havenhill | ||||||||||||||
| VP-FINANCE | $0 | $225,331 | $0 | $61,954 | $0 | $34,248 | $0 | $54,509 | $0 | $28,494 | $0 | $404,536 | $0 | $26,609 |
| Christie Ruhl | ||||||||||||||
| PHILANTHROPY DIR | $154,383 | $0 | $0 | $0 | $505 | $0 | $7,675 | $0 | $16,175 | $0 | $178,738 | $0 | $0 | $0 |
| Laura Berger | ||||||||||||||
| DEV CORP ENGAGEMENT DIR | $135,030 | $0 | $0 | $0 | $626 | $0 | $6,531 | $0 | $10,101 | $0 | $152,288 | $0 | $0 | $0 |
| ANDREA CATHEY | ||||||||||||||
| VP-PLANNED GIVING | $202,560 | $0 | $45,035 | $0 | $2,507 | $0 | $34,911 | $0 | $4,171 | $0 | $289,184 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | 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 CHIEF ADMINISTRATIVE OFFICER. 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. DIRECTORS ARE NOT COMPENSATED FOR SERVING AS A DIRECTOR OR BOARD OFFICER. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | DURING 2024, THE FOLLOWING INDIVIDUALS RECEIVED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PAYMENTS/ACCRUALS FROM THE ORGANIZATION AS REPORTED IN THE DETAILS OF COMPENSATION AND BENEFITS (SEE FORM 990, PART VII AND SCHEDULE J, PART II): ROBB, CHARLES, $312,500 QUIRIN, JULIE, $201,125 HAVENHILL, LISA, $57,609 CATHEY, ANDREA, $24,840 MILLER, YVONNE, $47,101 |
| Schedule J, Part I, Line 7 Non-fixed payments | THE SLHS MANAGEMENT INCENTIVE PLAN TERMINATED 12/31/2023. PARTICIPANTS OF THIS PLAN RECEIVED FINAL PAYMENT IN 2024. THE SLHS MANAGEMENT INCENTIVE COMPENSATION PLAN WAS ESTABLISHED FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. INCENTIVE AWARDS WERE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DID NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAD BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION WAS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS. |
| Schedule J, Part II RELATED ORG COMPENSATION | CHARLES ROBB, LISA HAVENHILL, JULIE QUIRIN, KARIN OLDS, BRAD STEINLE, RUBY MEIEROTTO, PATRICIA MARTIN, AND TRACY STEVENS RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. Brian Walton, Former CFO of the filing organization, received compensation from a related organization for services rendered to the related organization. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,067 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $490,815 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Net Proceeds | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,634 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Auction Items | Desc |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,414 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Column B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 BOARD MAY CONSIST OF 20 MEMBERS, 16 OF WHOM SHALL BE 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 POWER OVER MAJOR DECISIONS SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, DEBT, BUDGETS, CAPITAL EXPENDITURES AND STRATEGIC OPERATING DECISIONS. THE SOLE MEMBER CAN ALSO REMOVE MEMBERS OF THE BOARD AND THE CEO. 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 AN INDEPENDENT ACCOUNTING FIRM AND THE ENTITY'S CFO BEFORE FILING. A draft of the Form 990 was provided to the BJC Health System Board and members of the BJC Audit and Community Benefit Committees. THE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE FILING ORGANIZATION HAS A COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICY 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. A REPORT IS PROVIDED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS. |
| 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 MO SECRETARY OF STATE. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| Form 990, Part VII, Section A RELATED ORGANIZATION COMPENSATION AND AVERAGE HOURS | CHARLES ROBB, LISA HAVENHILL, JULIE QUIRIN, KARIN OLDS, BRAD STEINLE, RUBY MEIEROTTO, PATRICIA MARTIN, AND TRACY STEVENS RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. Brian Walton, Former CFO of the filing organization, received compensation from a related organization for services rendered to the related organization. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in Split Interest - 323141; Return of prior year donor contribution - -70302; ADJUSTMENT FOR MERGER REVALUATIONS - -2258913; Other Transfers - 179400; Total - -1826674; |
| FORM 990, PART V LINE 1A | SAINT LUKE'S FOUNDATION IS PART OF SAINT LUKE'S HEALTH SYSTEM, AN INTEGRATED HEALTH SYSTEM. A MAJORITY OF THE ORGANIZATION'S VENDORS ARE PAID THROUGH A CENTRALIZED PAYMENT SYSTEM WITH 1099'S ISSUED BY THE CENTRALIZED SERVICE ENTITY. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT TODAY OF KANSAS CITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E 104th Street | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431845751 | EIN |
| Primary Activities | Rental | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Total Income | $82,582 | TotalIncomeAmt |
| End Of Year Assets | $16,163,974 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LUKE'S FOUNDATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALTON MEMORIAL HEALTH SERVICES FOUNDATION | |||||||||||
| 1109 N OXFORDSHIRE LANE | EDWARDSVILLE | IL | 62025 | 371177053 | SUPPORT TO HOSPITAL | IL | 501(c)(3) | Type III-FI | ALTON MEMORIAL HOSPITAL | false | |
| ALTON MEMORIAL HOSPITAL CHARITABLE TRUST | |||||||||||
| PO BOX 0634 | MILWAUKEE | WI | 53201 | 376039185 | SUPPORT TO HOSPITAL | IL | 501(c)(3) | Type III-O | ALTON MEMORIAL HOSPITAL | false | |
| BARNES JEWISH ST PETERS & PROGRESS WEST FOUNDATION | |||||||||||
| 10 HOSPITAL DRIVE | ST PETERS | MO | 63376 | 454471497 | SUPPORT TO HOSPITAL | MO | 501(c)(3) | 7 | BJSPH & PWHC | false | |
| CHRISTIAN HOSPITAL FOUNDATION | |||||||||||
| 11155 DUNN ROAD | ST LOUIS | MO | 63136 | 431947644 | SUPPORT TO HOSPITAL | MO | 501(c)(3) | 7 | CHRISTIAN HOSPITAL NENW | false | SUITE 300 N |
| FAIRVIEW HEIGHTS MEDICAL GROUP SC | |||||||||||
| 670 MASON RIDGE CENTER DR | ST LOUIS | MO | 63141 | 364147189 | HEALTHCARE SERVICES | IL | 501(c)(3) | 3 | BJC HEALTH SYSTEM | false | SUITE 300 |
| FOUNDATION FOR BARNES-JEWISH HOSPITAL | |||||||||||
| 1001 HIGHLANDS PLAZA DR WEST | ST LOUIS | MO | 63110 | 431648435 | SUPPORT TO HOSPITAL | MO | 501(c)(3) | 7 | BARNES-JEWISH HOSPITAL | false | SUITE 140 |
| MEMORIAL FOUNDATION INC | |||||||||||
| 4500 MEMORIAL DRIVE | BELLEVILLE | IL | 62226 | 371186034 | SUPPORT TO HOSPITAL | IL | 501(c)(3) | 7 | PROTESTANT MEMORIAL MEDICAL CENTER INC | false | |
| MEMORIAL GROUP INC | |||||||||||
| 4500 MEMORIAL DRIVE | BELLEVILLE | IL | 62226 | 371186035 | SUPPORT TO HOSPITAL | IL | 501(c)(3) | Type III-FI | NA | false | |
| MISSOURI BAPTIST HEALTHCARE FOUNDATION | |||||||||||
| 3015 N BALLAS ROAD | ST LOUIS | MO | 63131 | 431472026 | SUPPORT TO HOSPITAL | MO | 501(c)(3) | 7 | MISSOURI BAPTIST MEDICAL CENTER | false | |
| MISSOURI BAPTIST HOSPITAL OF SULLIVAN AUXILIARY INC | |||||||||||
| 751 SAPPINGTON BRIDGE RD | SULLIVAN | MO | 63080 | 431349641 | SUPPORT TO HOSPITAL | MO | 501(c)(3) | 10 | MISSOURI BAPTIST HOSP OF SULLIVAN | false | |
| PARKLAND HEALTH CENTER FOUNDATION | |||||||||||
| 1101 WEST LIBERTY ST | FARMINGTON | MO | 63640 | 900424964 | SUPPORT TO HOSPITAL | MO | 501(c)(3) | Type I | PARKLAND HEALTH CENTER | false | |
| ST LOUIS CHILDREN'S HOSPITAL FOUNDATION | |||||||||||
| ONE CHILDRENS PLACE | ST LOUIS | MO | 63110 | 431626863 | SUPPORT TO HOSPITAL | MO | 501(c)(3) | 7 | ST LOUIS CHILDREN'S HOSPITAL | false | |
| SAINT LUKE'S CUSHING HOSPITAL INC (term'd 2024) | |||||||||||
| 5830 NW BARRY ROAD | KANSAS CITY | MO | 64154 | 480543792 | HEALTHCARE SERVICES | MO | 501(c)(3) | 3 | SAINT LUKES HEALTH SYSTEM | false | |
| WINDSOR CARE INCORPORATED (term'd 2024) | |||||||||||
| 4301 MADISON AVENUE | KANSAS CITY | MO | 64111 | 205284328 | HEALTHCARE SERVICES | MO | 501(c)(3) | 3 | SAINT LUKES HEALTH SYSTEM | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| THE HEART CARE INSTITUTE LLC | |||||||||
| 1020 NORTH MASON ROAD | ST LOUIS | MO | 63141 | 431870517 | MEDICAL SERVICES | MO | BARNES-JEWISH WEST COUNTY HOSPITAL | N/A | |
| GAMMA KNIFE CENTER AT BARNES JEWISH HOSP LLC | |||||||||
| ONE BARNES-JEWISH HOSP PLZ | ST LOUIS | MO | 63110 | 431846941 | OUTPATIENT CARE SERVICES | MO | BARNES-JEWISH HOSPITAL | N/A | |
| THE REHABILITATION INSTITUTE OF ST LOUIS LLC | |||||||||
| 9001 LIBERTY PARKWAY | BIRMINGHAM | AL | 35243 | 631254288 | MEDICAL SERVICES | AL | BJC HEALTH SYSTEM | N/A | |
| THE REHABILITATION INSTITUTE OF SOUTHERN ILLINOIS LLC | |||||||||
| 9001 LIBERTY PARKWAY | BIRMINGHAM | AL | 35242 | 834553991 | MEDICAL SERVICES | AL | BJC HEALTH SYSTEM | N/A | |
| CHILDREN'S DISCOVERY INSTITUTE LLC | |||||||||
| 4901 FOREST PARK AVE | ST LOUIS | MO | 63108 | SEARCH FOR CURES OF PEDIATRIC DISEASES | MO | ST LOUIS CHILDREN'S HOSPITAL | N/A | ||
| Y-SIHVI LLC | |||||||||
| 4500 MEMORIAL DRIVE | BELLEVILLE | IL | 62226 | 371385862 | PHYSICAL THERAPY & FITNESS | IL | PROTESTANT MEMORIAL MEDICAL CENTER INC | N/A | |
| SOUTHWEST ILLINOIS HEALTH SERVICES REAL ESTATE LLP | |||||||||
| 4500 MEMORIAL DRIVE | BELLEVILLE | IL | 62226 | 823633320 | COMMERCIAL REAL ESTATE | IL | PROTESTANT MEMORIAL MEDICAL CENTER INC | N/A | |
| ST LOUIS HEALTHCARE SUPPORT SERVICES LLC | |||||||||
| 4901 FOREST PARK AVE | ST LOUIS | MO | 63108 | 372121486 | SUPPORT SERVICES | MO | BJC HEALTH SYSTEM | N/A | |
| SAINT LUKE'S SURGICENTER-LEE'S SUMMIT LLC | |||||||||
| PO BOX 7010 | OVERLAND PARK | KS | 66207 | 470853481 | MEDICAL SERVICES | KS | Saint Luke's East Hospital | N/A | |
| MEDICAL PLAZA PARTNERS LP | |||||||||
| 901 E 104TH | KANSAS CITY | MO | 64131 | 431357824 | OWN & OPERATE MEDICAL OFFICE BUILDING | MO | Saint Luke's Hospital of Kansas City | N/A | |
| SAINT LUKE'S - GI DIAGNOSTICS LLC | |||||||||
| 4321 WASHINGTON | KANSAS CITY | MO | 64111 | 274142549 | MEDICAL SERVICES | MO | Saint Luke's Hospital of Kansas City | N/A | STE 5700 |
| SAINT LUKE'S NORTH SURGERY CENTER LLC | |||||||||
| 901 E 104TH | KANSAS CITY | MO | 64131 | 920591506 | MEDICAL SERVICES | MO | Saint Luke's North Hospital | N/A | |
| SAINT LUKE'S RADIATION THERAPY-LIBERTY LLC | |||||||||
| 901 E 104TH | KANSAS CITY | MO | 64131 | 473793070 | MEDICAL SERVICES | MO | Saint Luke's Hospital of Kansas City | N/A | |
| SAINT LUKE'S SOUTH SURGERY CENTER LLC | |||||||||
| PO BOX 7010 | OVERLAND PARK | KS | 66207 | 201721929 | MEDICAL SERVICES | KS | Saint Luke's South Hospital | N/A | |
| SAINT LUKE'S SOUTH PAIN MANAGEMENT CENTER LLC | |||||||||
| 12300 METCALF AVE | OVERLAND PARK | KS | 66213 | 863451115 | MEDICAL SERVICES | KS | Saint Luke's South Hospital | N/A | |
| KANSAS CITY ORTHPAEDIC INSTITUTE LLC | |||||||||
| 3651 COLLEGE BLVD | LEAWOOD | KS | 66211 | 481197295 | MEDICAL SERVICES | KS | Saint Luke's Hospital of Kansas City | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP | ||||||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 371471890 | INSURANCE | SC | NA | C Corporation | false | |||||
| ST LUKES HEALTH VENTURES INC | ||||||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 431278476 | ACCOUNTING | MO | NA | C Corporation | false | |||||
| MEDICAL PLAZA MANAGEMENT INC | ||||||||||||||
| 4320 WORNALL ROAD STE 714 | KANSAS CITY | MO | 64111 | 431352317 | MEDICAL OFFICE BUILDING MANAGEMENT | MO | NA | C Corporation | false | |||||
| SAINT LUKES HEALTH SYSTEM INSURANCE LTD | ||||||||||||||
| CAPTIVE | NA | C Corporation | false | 113 SOUTH CHURCH RD | GEORGETOWN | CJ | CJ | |||||||
| ATG ASSURANCE COMPANY LTD | ||||||||||||||
| 980599167 | INSURANCE | NA | C Corporation | false | PO BOX 1109 GRAND CAYMAN | GEORGETOWN | CJ | CJ | GR CAYMAN | |||||
| MB MEDICAL SERVICES INC | ||||||||||||||
| 3015 N BALLAS ROAD | ST LOUIS | MO | 63131 | 431437404 | HEALTHCARE SERVICES | MO | NA | C Corporation | false | |||||
| PF SERVICES INC | ||||||||||||||
| 11155 DUNN ROAD | ST LOUIS | MO | 63136 | 431237767 | MANAGEMENT SERVICES | MO | NA | C Corporation | false | |||||
| ACTIVUM SG FEEDER FUND VII LP | ||||||||||||||
| 981641958 | INVESTMENT HOLDINGS | NA | C Corporation | false | ORDNANCE HOUISE 31 PIER ROAD | JE | JE | ST. HELIER | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | 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 | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | 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 | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II Identification of Related Tax-Exempt Organizations | FormAndLineReferenceDesc |
| Explanation | The filing organization is an affiliate of BJC Health System but is not included the group exemption for BJC Health System. Beginning in 2024, Saint Luke's Health System and the majority of its tax-exempt affiliates are members of the BJC Health System group exemption. Per the instructions, an organization that isn't included in a group exemption isn't required to list in Part II a related organization that is included in a group exemption. Thus, members of the BJC Health System, Inc. group exemption are not reported on Sch R. for the filing organization. | ExplanationTxt |
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