2017-11-03T11:49:17-05:00 2016-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2016-01-01 446014699 SAINT LUKE'S FOUNDATION % BRIAN WALTON SAIN 8169325819 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 BRIAN WALTON CFO 8169325819 2017-11-15 true Kevin R Ensminger CPA P01310558 8162216300 167.68.126.162 43372220173075000002 2017-11-03 P 8F98601E9B9506236E52EC7389D8642B2D9C3057 5011C478CD965E1643EECA60D757D32451E947F9 2016 2017-02-10 21:41:12Z MIKE VANDERHOEF 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 48042459 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. 30 30 23 34 0 15911586 11463380 10073199 8503075 10544604 8963508 1197619 1432655 37727008 30362618 16147900 23716644 0 0 1947698 1577258 0 0 1127066 9256020 4400808 27351618 29694710 10375390 667908 167476702 171090813 3853712 3654327 163622990 167436486 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 27027807 23716644 10219198 SEE SCHEDULE O 27027807 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 false false false false false false false false false true true false false true true true true false false true 143 0 true 23 true false false false false false true true false false false true false X 30 30 false false true false false false false true true false false true true true true false true false false false X BRIAN WALTON 8169325819 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 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 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 2.0 0.0 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 GAYDEN CARRUTH TRUSTEE 2.0 0.0 X 0 0 0 GARY GADDIS TRUSTEE/PRESIDENT(END 05/2016) 2.0 0.0 X X 0 0 0 CHARLES HORNER TRUSTEE 2.0 0.0 X 0 0 0 KENNETH HUBER TRUSTEE 2.0 0.0 X 0 0 0 FREDERICK LINTECUM TRUSTEE 2.0 0.0 X 0 0 0 RICHARD LOZOFF TRUSTEE 2.0 0.0 X 0 0 0 NED O'CONNOR TRUSTEE 2.0 0.0 X 0 0 0 TERRY WALL TRUSTEE 2.0 0.0 X 0 0 0 CAROLINE MILLARD INTERIM EXECUTIVE DIRECTOR 40.0 0.0 X 115546 0 27126 JEFF THURLOW CFO (ENDING 09/2016) 40.0 0.0 X 112305 0 23379 BRIAN WALTON CFO (STARTING 09/2016) 40.0 0.0 X 25000 0 998 BRIAN MOORE SENIOR DIRECTOR OF DEVELOPMENT 40.0 0.0 X 113191 0 11692 366042 0 63195 3 false false false 0 668059 10795321 521572 11463380 RESEARCH & EDUCATION SEMINARS 541700 8503075 8503075 8503075 3233317 3233317 0 9487 9487 712639 854032 -141393 0 -141393 -141393 17583521 4671600 12216579 4308351 5366942 363249 5730191 5730191 136293 668059 300879 -164586 -164586 0 0 0 0 0 0 ADMINISTRATIVE FEES 900099 1716123 1716123 MISCELLANEOUS INCOME 900099 13024 13024 1729147 30362618 10219198 8680040 23579230 23579230 137414 137414 0 0 304354 152177 152177 0 1033543 434517 599026 33351 12160 21191 102485 33333 69152 103525 78060 25465 0 1126 1126 49825 49825 0 0 0 867886 363465 373312 131109 140956 99557 5382 36017 134337 26201 95152 12984 0 0 137492 2531 134731 230 23621 3097 5182 15342 0 537765 534110 70 3585 0 0 77439 77439 105100 44469 60631 Administrative Fees 1716123 1716123 SUBSCRIPTIONS/PUBLICATIONS 223515 222673 671 171 UNCOLLECTIBLE PLEDGES 180182 180182 MEMBERSHIP DUES 38439 33399 763 4277 167002 85356 25306 56340 29694710 27027807 1539837 1127066 0 0 7114982 13019292 1776750 1324176 1476775 337611 0 0 0 0 0 0 0 0 6013 85761 9410791 2717601 11204563 6693190 143096280 147337181 0 0 0 0 0 0 2801339 2293602 167476702 171090813 2628621 2506136 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1225091 1148191 3853712 3654327 X 3308093 2790838 124202508 122516458 36112389 42129190 163622990 167436486 167476702 171090813 X 667908 2455091 620031 70466 X false true X true false X 11732120 13631036 11262170 15911586 11463380 64000292 0 0 11732120 13631036 11262170 15911586 11463380 64000292 8011777 55988515 3577619 3531860 4098812 4023559 3955443 19187293 0 0 0 0 0 1729147 1729147 84916732 42788664 0.65933 0.70249 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68056901 656302 5329975 225988 1980057 558399 71278734 71722900 2202734 -1110990 93262 4081893 582588 68056901 68869101 1014989 4365791 141544 1715357 670080 71722900 59268918 539183 12840910 131332 3041052 607527 68869100 53510864 501063 7415458 42414 1565732 550320 59268919 0.59105 0.40895 false false 3465297 3465297 5041073 1882298 3158775 904421 835303 69118 6693190 0 Annuity Obligations 1148191 1148191 34120689 2455091 1302980 3758071 30362618 30362618 30927224 1232514 1232514 29694710 29694710 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 $ 854,032 FUNDRAISING EVENT EXPENSES $ 300,879 ELIMINATION $ 75,000 ADJUSTMENT OF CSV OF LIFE INSURANCE $ 70,466 GAIN/LOSS ON DISPOSAL OF FIXED ASSETS $ 2,603 ----------- $ 1,302,980 SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSES $ 854,032 FUNDRAISING EVENT EXPENSES $ 300,879 ELIMINATION $ 75,000 GAIN/LOSS ON DISPOSAL OF FIXED ASSETS $ 2,603 ----------- $ 1,232,514 PAINT THE TOWN 247700 207775 39925 1137 64871 5800 36471 MEI GALA 170443 137920 32523 6969 32904 1200 49467 5 386209 322364 63845 26147 5750 70163 804352 668059 136293 8106 123922 12750 156101 300879 -164586 true SAINT LUKE'S CARDIOVASCULAR CONSULTANTS 4330 WORNALL ROAD KANSAS CITY MO 64111 221999465 501(C)(3) 601103 MEDICAL DIRECTORS AND GENERAL OPERATIONS SAINT LUKE'S HOME CARE & HOSPICE 3100 BROADWAY NO 1000 KANSAS CITY MO 64111 431127200 501(C)(3) 443429 BEREAVEMENT PROGRAM GENERAL OPERATIONS KANSAS CITY CARE CLINIC 3515 BROADWAY KANSAS CITY MO 64111 430967292 501(C)(3) 260000 INDIGENT CARE SAINT LUKE'S COLLEGE OF HEALTH SCIENCES 624 WESTPORT ROAD KANSAS CITY MO 64111 272716128 501(C)(3) 217302 SCHOLARSHIPS AND GENERAL PROGRAM SUPPORT SAINT LUKES EAST HOSPITAL 100 NE SAINT LUKES BOULEVARD LEES SUMMIT MO 64086 562488077 501(C)(3) 184825 EQUIPMENT AND PROGRAM SUPPORT SAINT LUKE'S HEALTH SYSTEM 901 E 104TH STREET KANSAS CITY MO 64131 431747502 501(C)(3) 209810 CHARITY CARE AND RESEARCH SUPPORT ARTISTS HELPING THE HOMELESS 3625 WARWICK BLVD KANSAS CITY MO 64111 262063489 501(C)(3) 125000 CARE FOR HOMELESS SAINT LUKE'S NORTH HOSPITAL 601 SOUTH 169 HIGHWAY SMITHVILLE MO 64089 440565393 501(C)(3) 115406 GENERAL OPERATIONS MIDWEST BIOMEDICAL RESEARCH FOUNDATION 4801 E LINWOOD BLVD KANSAS CITY MO 64128 431496422 501(C)(3) 96216 RESEARCH MIDWEST EAR INSTITUTE 4320 WORNALL ROAD NO 420 KANSAS CITY MO 64111 480905027 501(C)(3) 44736 GENERAL OPERATIONS AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 135613797 501(C)(3) 30684 GO RED FOR WOMEN CAMPAIGN ROSE BROOKS CENTER PO BOX 320599 KANSAS CITY MO 64132 510231573 501(C)(3) 25000 PROGRAM SUPPORT SAINT LUKE'S HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 501(C)(3) 17015957 RESEARCH 7 MEDICAL EDUCATION UNIVERSITY OF MISSOURI KANSAS CITY 5100 ROCKHILL ROAD KANSAS CITY MO 64110 436003859 501(C)(3) 1717538 MEDICAL SCHOOL AFFILIATION BETWEEN UMKC AND SAINT LUKE'S HOSPITAL CRITTENTON CHILDREN'S CENTER 10918 ELM AVENUE KANSAS CITY MO 64134 440545808 501(C)(3) 1550178 GENERAL OPERATIONS SAINT LUKE'S PHYSICIAN SPECIALISTS 4401 WORNAL ROAD KANSAS CITY MO 64111 760820897 501(C)(3) 945046 MEDICAL ENDOWED CHAIRS 16 0 EDUCATION 43 28578 FINANCIAL HARDSHIP 37 9915 SCHOLARSHIPS 11 10875 GERIATRIC PROGRAM AND EDUCATION 700 88046 SCHEDULE I, PART I, LINE 2 USE OF GRANT FUNDS IS MONITORED THROUGH PERIODIC REVIEW OF EXPENDITURES AND REPORTING ON GRANT OUTCOMES. X 7 7070 FMV X 2 35000 APPRAISAL X 4 353636 NET PROCEEDS X DONATED PROGRAM ITEMS 20 11002 FMV X DONATED FOOD AND SUPPLIES FOR EVENTS 11 49083 FMV X DONATED AUCTION ITEMS 183 65781 FMV 2 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 2016, 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 EDUCATIONAL TRIPS, 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 - FELLOWSHIPS AVAILABLE IN THE CARDIAC FIELD, PROJECTS OR EQUIPMENT PURCHASES SPECIFICALLY FOR 'HEART' HEALTH CARE, AND FUNDS RESTRICTED BY DONORS FOR USE AT SAINT LUKE'S HOSPITAL UNDER THE DIRECTION OF CARDIOLOGY STAFF PHYSICIANS. LOANS, SCHOLARSHIPS AND AWARDS - EDUCATIONAL FUNDS FOR LOANS, SCHOLARSHIPS OR AWARDS TO SYSTEM EMPLOYEES, COLLEGE OF NURSING STUDENTS OR OTHER STUDENTS OF THE MEDICAL TECHNICAL SCHOOLS OF SAINT LUKE'S HOSPITAL. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION REVISED ITS BY-LAWS IN MAY 2016 TO REFLECT THE CURRENT ACTIVITIES OF THE FOUNDATION. THE SIGNIFICANT CHANGES IN THE BY-LAWS INCLUDED HAVING THREE EX-OFFICIO MEMBERS OF THE BOARD WITH VOTING PRIVILEGES. SUCH EX-OFFICIO TRUSTESS SHALL BE DESIGNATED AS FOLLOWS: 1) The Chairman of the Board of Directors of Saint Lukes Health System. 2) The Vice Chairman of the Board of Directors of Saint Lukes Health System. 3) The President of the Saint Lukes Health System. THE EX-OFFICIO TRUSTEE WHO IS THE CHAIRMAN OF SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS SHALL BE THE CHAIRPERSON OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990 WITH THE ASSISTANCE OF THE ORGANIZATION'S CFO. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND TREASURER. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S EXECUTIVE DIRECTOR AND TREASURER HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. 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 Lukes 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 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 Adjustment of CSV of Life Insurance $ 70,466 WESTPORT TODAY OF KANSAS CITY 4225 BALTIMORE AVE KANSAS CITY MO 64111 431845751 RENTALS MO 594881 12583361 STLUKES FDN WESTPORT OF TOMORROW INC 4225 BALTIMORE AVE KANSAS CITY MO 64111 270186549 REAL ESTATE DEV MO ST LUKE'S FDN C CORP 0 0 1.00000 true false false false false false false false false false false false false false false false false false false false