2018-09-25T09:45:01-05:00 2017-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2017-01-01 446014699 SAINT LUKE'S FOUNDATION % BRIAN WALTON SAIN 8169325819 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 BRIAN WALTON CFO 8169325819 2018-11-15 true Kevin R Ensminger CPA P01310558 8162216300 2017 2022-09-23 18:48:47Z MIKE VANDERHOEF 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 25619094 false X SAINTLUKESGIVING.ORG X 1963 MO PROMOTION AND SUPPORT OF MEDICAL EDUCATION, RESEARCH, AND PATIENT CARE PROGRAMS FOR THE BENEFIT OF SAINT LUKE'S HEALTH SYSTEM. 28 28 21 33 0 0 9063380 8923630 1052649 509408 8790681 9507554 1572515 1350716 20479225 20291308 16101904 16031369 0 0 1577258 1241272 0 0 551619 4635361 3361590 22314523 20634231 -1835298 -342923 176142990 194033308 14467132 17357503 161675858 176675805 X 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. false false 18552125 16031369 2273844 SEE SCHEDULE O 18552125 true true false false false false false false false true true false false false true false false true false false false false false false true false false true true true false false false false false false false false true false false false true true true true false false true 112 0 true 21 true false false false false false true true true 1 false false false X 28 28 false false false false false false false true true false false true true true true true true true false false X BRIAN WALTON 8169325819 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 X KIETH ASEL TRUSTEE 2.0 0.0 X 0 0 0 MARK AUSTENFELD TRUSTEE 2.0 0.0 X 0 0 0 THOMAS BLOCH TRUSTEE 2.0 0.0 X 0 0 0 MICHAEL BORKON MD TRUSTEE 2.0 0.0 X 0 0 0 SCOTT BOSWELL TRUSTEE 2.0 0.0 X 0 0 0 KEVIN BYBEE MD TRUSTEE 2.0 0.0 X 0 0 0 JOHN HENDREN MD TRUSTEE 2.0 0.0 X 0 0 0 LARRY JONES TRUSTEE 2.0 0.0 X 0 0 0 RICHARD KNOPKE TRUSTEE/TREASURER UNTIL 05/17 2.0 0.0 X X 0 0 0 AUDREY LANGWORTHY TRUSTEE 2.0 0.0 X 0 0 0 GINA LAWSON DO TRUSTEE 2.0 0.0 X 0 0 0 GREG MADAY TRUSTEE 2.0 0.0 X 0 0 0 DAN MARGOLIN MD TRUSTEE 2.0 0.0 X 0 0 0 JOHN MCMEEL TRUSTEE 2.0 0.0 X 0 0 0 JOHN MEARA TRUSTEE/TREASURER 2.0 0.0 X X 0 0 0 CHIP MOXLEY TRUSTEE 2.0 0.0 X 0 0 0 RICHARD MUELLER TRUSTEE 2.0 0.0 X 0 0 0 KARIN OLDS MD TRUSTEE 2.0 0.0 X 0 0 0 CAROL POWELL TRUSTEE/SECRETARY 2.0 0.0 X X 0 0 0 SCOTT RAVIS TRUSTEE 2.0 0.0 X 0 0 0 B JOHN READEY III TRUSTEE 2.0 0.0 X 0 0 0 GEORGE RICHTER TRUSTEE 2.0 0.0 X 0 0 0 KIRSTIN SALZMAN TRUSTEE/PRESIDENT 2.0 0.0 X X 0 0 0 ALLIE SCHOLES MD TRUSTEE 2.0 0.0 X 0 0 0 MARY SPRADLEY TRUSTEE 2.0 0.0 X 0 0 0 BRAD STEINLE MD TRUSTEE 2.0 0.0 X 0 0 0 TRACY STEVENS MD TRUSTEE/VICE PRESIDENT 2.0 0.0 X X 0 0 0 MARK THOMPSON TRUSTEE 2.0 0.0 X 0 0 0 GARY WAGES TRUSTEE 2.0 0.0 X 0 0 0 THOMAS WAGSTAFF TRUSTEE/CHAIRPERSON 2.0 0.0 X X 0 0 0 CHARLES V ROBB EX OFFICIO TRUSTEE 2.0 0.0 X 0 0 0 MELINDA ESTES MD EX OFFICIO TRUSTEE 2.0 0.0 X 0 0 0 CAROLINE MILLARD INTERIM EXECUTIVE DIRECTOR 40.0 0.0 X 175661 0 5865 MICHAEL VANDERHOEF CHIEF EXECUTIVE OFFICER 40.0 0.0 X 72757 0 10757 BRIAN WALTON CHIEF FINANCIAL OFFICER 40.0 0.0 X 100918 0 1438 BRIAN MOORE MAJOR GIFT OFFICER 40.0 0.0 X 112173 0 2475 461509 0 20535 3 false true true GERCKEN COMPANY SERVICES INC 145 N STEWART ROAD LIBERTY MO 64068 CONSTRUCTION 278622 1 932753 7990877 328117 8923630 RESERCH AND MEDICAL EDUCATION PROGRAMS 541700 509408 509408 509408 3284791 3284791 0 11550 11550 583083 754989 -171906 0 -171906 -171906 9645894 753835 3531483 645483 6114411 108352 6222763 6222763 112882 932753 395831 -282949 -282949 0 0 0 0 0 0 ADMINISTRATIVE FEES 900099 1764436 1764436 MISCELLANEOUS INCOME 900099 29585 29585 1794021 20291308 2273844 9093834 15898968 15898968 132401 132401 0 0 283854 141927 141927 0 737224 487244 249980 67513 36101 31412 77651 47749 29902 75030 50824 24206 0 76660 76660 87711 87711 0 0 142034 142034 198741 64282 114018 20441 100044 56842 19657 23545 64559 10937 50316 3306 47428 46833 595 0 173236 173236 15684 17 4161 11506 0 440517 432671 3932 3914 0 0 14452 14452 4821 1160 3661 Administrative Fees 1652524 1652524 Subscriptions/Publications 198718 196960 963 795 UNCOLLECTIBLE PLEDGES 6590 6590 Membership Dues 70493 41863 26624 2006 67378 56910 2384 8084 20634231 18552125 1530487 551619 0 0 12997467 10072167 5010180 3311229 337611 724852 0 0 0 0 0 0 0 0 85761 108025 9541483 2870281 6693190 6671202 147743713 169698492 0 0 0 0 0 0 3275068 3447341 176142990 194033308 2508114 3132968 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11959018 14224535 14467132 17357503 X 7857880 8722011 104876160 118431248 48941818 49522546 161675858 176675805 176142990 194033308 X -342923 15357020 -14150 X false true X true false X 24431036 8862170 13511586 9063380 8923630 64791802 0 0 24431036 8862170 13511586 9063380 8923630 64791802 16045579 48746223 3531860 4098812 4023559 3782616 3879424 19316271 0 1528453 1731409 1625775 1869007 1794021 8548665 92656738 29040606 0.52609 0.55350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83097257 1031500 14810692 2250458 1871913 805198 94011880 79849210 1146476 6028381 2061060 1147986 717764 83097257 84261032 2779692 -1415337 2462202 2568808 745167 79849210 81479544 934678 5058305 1949793 506637 755065 84261032 73790983 442290 14404491 3278829 2190305 689086 82479544 0.06200 0.51700 0.42100 true false 3835860 3835860 4794604 2020527 2774077 911019 849754 61265 6671202 0 Annuity Obligations 1116772 Agency liability 13107763 14224535 36720227 15357020 77263 1136670 16570953 20149274 142034 142034 20291308 21720280 77263 1150820 1228083 20492197 142034 142034 20634231 SCHEDULE D, PART V, LINE 4 THE INTENDED USES OF THE ENDOWMENT FUNDS ARE RESTRICTED TO THE DONOR IMPOSED RESTRICTIONS. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RENTAL EXPENSES $ 754,989 FUNDRAISING EVENT EXPENSES $ 395,831 CHANGE IN CSV LIFE INSURANCE $ 103,158 CHANGE IN BENEFICIAL INTEREST $ (117,308) ------------ $ 1,136,670 SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSES $ 754,989 FUNDRAISING EVENT EXPENSES $ 395,831 ----------- $ 1,150,820 BOOKS&BOUTIQUES 335008 302587 32421 16264 24463 8622 109400 BOO BALL 156916 132970 23946 4366 11900 1350 27977 8 553711 497196 56515 667 45400 73984 16988 54450 1045635 932753 112882 667 66030 110347 26960 191827 395831 -282949 true KANSAS CITY CARE CLINIC 3515 BROADWAY KANSAS CITY MO 64111 430967292 501(C)(3) 269998 INDIGENT CARE SAINT LUKE'S SOUTH HOSPITAL 12300 METCALF AVE OVERLAND PARK KS 66213 481203262 501(C)(3) 220709 MEDICAL PROGRAMS SAINT LUKE'S NORTH HOSPITAL 5830 NW BARRY RD KANSAS CITY MO 64154 440565393 501(C)(3) 189119 MEDICAL PROGRAMS SAINT LUKE'S EAST HOSPITAL 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 562488077 501(C)(3) 171187 MEDICAL PROGRAMS MIDWEST BIOMEDICAL RESEARCH FOUNDATION 4801 E LINWOOD BLVD FP NO F1-125 KANSAS CITY MO 64128 431496422 501(C)(3) 167608 MEDICAL RESEARCH HEDRICK MEDICAL CENTER FOUNDATION INC 2799 N WASHINGTON ST CHILLICOTHE MO 64601 464067309 501(C)(3) 14584 MEDICAL EQUIPMENT SAINT LUKE'S HOSPITAL OF GARNETT INC PO BOX 309 GARNETT KS 66032 742849611 501(C)(3) 13834 MEDICAL EQUIPMENT BOYS & GIRLS CLUBS OF GREATER KANSAS CITY 4001 BLUE PARKWAY SUITE 102 KANSAS CITY MO 64130 436072065 501(C)(3) 13834 MEDICAL EQUIPMENT WRIGHT MEMORIAL HOSPITAL 191 IOWA BLVD TRENTON MO 64683 431707306 501(C)(3) 13834 MEDICAL EQUIPMENT SOUTHWEST BOULEVARD FAMILY HEALTH CARE INC 300-340 SOUTHWEST BLVD KANSAS CITY KS 66103 481067752 501(C)(3) 10484 INDIGENT CARE SAINT LUKE'S PHYSICIAN GROUP INC 901 E 104TH ST KANSAS CITY MO 64131 431598353 501(C)(3) 1213201 MEDICAL PROGRAMS SAINT LUKE'S HEALTH SYSTEM 901 E 104TH ST KANSAS CITY MO 64131 431747502 501(C)(3) 17471 MEDICAL EQUIPMENT SAINT LUKE'S HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 501(C)(3) 11049626 MEDICAL EDUCATION, RESERACH, PATIENT CARE SAINT LUKE'S COLLEGE OF HEALTH SCIENCES 624 WESTPORT RD KANSAS CITY MO 64111 272716128 501(C)(3) 980158 SCHOLARSHIPS AND NURSING EDUCATION PROGRAMS UNIVERSITY OF MISSOURI KANSAS CITY 5100 ROCKHILL ROAD KANSAS CITY MO 64110 436003859 501(C)(3) 772375 MEDICAL EDUCATION PROGRAMS SAINT LUKE'S HOME CARE & HOSPICE 901 E 10TH ST STE N3000 KANSAS CITY MO 64111 431127200 501(C)(3) 356474 PROGRAM SUPPORT 16 GERIATRIC PROGRAMS & EDUCATION 265 28168 EDUCATION 27 46813 FINANCIAL HARDSHIP 93 42320 SCHOLARHIPS 22 15100 SCHEDULE I, PART I, LINE 2 USE OF GRANT FUNDS IS MONITORED THROUGH PERIODIC REVIEW OF EXPENDITURES AND REPORTING ON GRANT OUTCOMES. true false false false false false false false false CAROLINE MILLARD INTERIM EXECUTIVE DIRECTOR 90170 0 0 0 85491 0 1008 0 5865 0 182534 0 0 0 MICHAEL VANDERHOEF CHIEF EXECUTIVE OFFICER 72757 0 0 0 0 0 1436 0 9321 0 83514 0 0 0 SCHEDULE J, PART I, LINE 3 THE REVIEW OF COMPENSATION FOR THE FOUNDATION CEO WAS CONDUCTED BY THE SAINT LUKE'S HEALTH SYSTEM COMPENSATION COMMITTEE. THE REVIEW INVOLVES ANALYSIS OF CURRENT MARKET CONDITIONS AND COMPARABILITY DATA IN CONSULTATION WITH INDEPENDENT CONSULTANTS. THE ACTIVITIES AND DECISIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. MICHAEL VANDERHOEF IS COMPENSATED BY AND RECEIVES A SINGLE W-2 FROM SAINT LUKE'S HEALTH SYSTEM, INC. FOR SERVICES PROVIDED TO BOTH SAINT LUKE'S HEALTH SYSTEM, INC. AND THE REPORTING ORGANIZATION. SAINT LUKE'S HEALTH SYSTEM, INC., A TAX-EXEMPT 501(C)(3) ORGANIZATION, IS NOT A RELATED ORGANIZATION TO THE FILING ORGANIZATION FOR TAX PURPOSES. SCHEDULE J, PART I, LINE 4A CAROLINE MILLARD $ 57,397 X 10 314372 NET PROCEEDS X 4 4848 FMV X AUCTION ITEMS 24 8067 FMV X PROGRAM SUPPLIES 3 830 FMV 1 false true false SCHEDULE M, PART I, COLUMN B THE AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 4A IN 2017, THE FOUNDATION PROVIDED SUPPORT FOR THE FOLLOWING PROGRAM SERVICES: CAPITAL FACILITIES AND EQUIPMENT AT SAINT LUKE'S HEALTH SYSTEM ENTITIES. MEDICAL ENDOWED CHAIRS - EXPENDITURES TO SUPPORT MEDICAL EDUCATION THROUGH ACTIVITIES OF MEDICAL CHAIR HOLDERS. RESEARCH PROGRAMS - FUNDING PROVIDED TO VARIOUS MEDICAL RESEARCH PROJECTS. EDUCATION AND TRAVEL - FUNDS PROVIDED FOR MEDICAL EDUCATION TRAVEL, AS WELL AS LECTURES HELD ON CAMPUS TO FURTHER THE MEDICAL EDUCATION OF THE PROFESSIONAL COMMUNITY. SPECIAL MEDICAL PROGRAMS - PROJECTS TO ENHANCE PATIENT CARE, PURCHASES OF MEDICAL EQUIPMENT, AND OTHER PROJECTS NOT DIRECTLY RELATED TO RESEARCH. MID-AMERICA HEART INSTITUTE AT SLH - SUPPORT OF RESEARCH, FELLOWSHIP OPPORTUNITIES, MEDICAL PROGRAMS, AND COMMUNITY ENGAGEMENT PROGRAMS. LOANS, SCHOLARSHIPS AND AWARDS - EDUCATIONAL FUNDS FOR LOANS, SCHOLARSHIPS, OR AWARDS TO SYSTEM EMPLOYEES, STUDENTS OF THE SAINT LUKE'S COLLEGE OF HEALTH SCIENCES, OR OTHER STUDENTS OF THE MEDICAL TECHNICAL SCHOOLS OF SAINT LUKE'S HEALTH SYSTEM. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990 WITH THE ASSISTANCE OF THE ORGANIZATION'S ACCOUNTING TEAM. THE 990 IS THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL TAX COMPLIANCE AND CONFLICT OF INTEREST SURVEY IS DISTRIBUTED TO ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES. THE RESULTS OF THE SURVEY ARE REVIEWED FOR ANY CONFLICTS OF INTEREST WHERE A TRUSTEE MAY BE RELATED IN ANY WAY TO ANY FIRM OR ORGANIZATION WITH WHICH THE FOUNDATION OR A SAINT LUKE'S HEALTH SYSTEM ENTITY MAY DO OR CONSIDER DOING BUSINESS. THAT RELATIONSHIP SHALL BE DISCLOSED BY THE MEMBER TO THE BOARD OF TRUSTEES AS APPROPRIATE AND SUCH MEMBER SHALL NOT PARTICIPATE IN ANY VOTE ON THE MATTER NOR PARTICIPATE IN DISCUSSIONS OF THE BOARD OF TRUSTEES CONCERNING THE SUBJECT MATTER EXCEPT THAT THE MEMBER MAY RESPOND TO QUESTIONS BY THE BOARD OF TRUSTEES REGARDING THE MATTER UNDER CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15A THE REVIEW OF COMPENSATION FOR THE FOUNDATION CEO WAS CONDUCTED BY THE SAINT LUKE'S HEALTH SYSTEM COMPENSATION COMMITTEE. THE REVIEW INVOLVES ANALYSIS OF CURRENT MARKET CONDITIONS AND COMPARABILITY DATA IN CONSULTATION WITH INDEPENDENT CONSULTANTS. THE ACTIVITIES AND DECISIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST ($ 117,308) CHANGE IN CSV LIFE INSURANCE $ 103,158 ----------- FORM 990, PART XI, LINE 9 ($ 14,150) WESTPORT TODAY OF KANSAS CITY 4225 BALTIMORE AVE KANSAS CITY MO 64111 431845751 RENTALS MO 609704 12590215 STLUKES FDN CHARITABLE REMAINDER TRUSTS (2) CHARITABLE TRUSTS MO SLF TRUST true false false false false false false false false false false false false false false false false false false false