BISHOP SPENCER PLACE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BISHOP SPENCER PLACE INC (EIN 43-1139083)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349313795
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T15:43:32-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431139083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP SPENCER PLACE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BISH | BusinessNameControlTxt |
| Phone | 8169314277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 MADISON AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN SEGGERMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8169314277 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 8.33.29.132 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 15:43:14 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BADB30EAA8EA72076E123892A93B1AB4C1559E32 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BADB30EAA8EA72076E123892A93B1AB4C1559E32 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN SEGGERMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 MADISON AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,440,833 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BISHOPSPENCERPLACE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HOUSING AND ACTIVITIES FOR A RETIREMENT COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 281 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $369,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $80,570 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,144,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,095,978 | CYProgramServiceRevenueAmt |
| PY Investment Income | $306,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $264,285 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$10,000 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,809,000 | PYTotalRevenueAmt |
| CY Total Revenue | $14,440,833 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,095,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,355,968 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,373,000 | PYOtherExpensesAmt |
| CY Other Expenses | $11,287,778 | CYOtherExpensesAmt |
| PY Total Expenses | $15,468,000 | PYTotalExpensesAmt |
| CY Total Expenses | $17,643,746 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$659,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,202,913 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,715,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,350,765 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,257,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,263,069 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$8,542,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$5,912,304 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FAITH-BASED, CONTINUING CARE COMMUNITY FOR PERSONS WHO SEEK RETIREMENT CARE AND HEALTH SERVICES | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,401,880 | ExpenseAmt |
| Revenue | $14,095,978 | RevenueAmt |
| Desc | BISHOP SPENCER PLACE IS A FAITH-BASED, 186 BED/UNIT NON-PROFIT RETIREMENT COMMUNITY LOCATED IN KANSAS CITY, MISSOURI. BISHOP SPENCER PLACE PROVIDES RETIRMENT AND HEALTH CARE SERVICES THAT INCLUDE INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING AND REHABILITATION, AND MEMORY CARE.AT BISHOP SPENCER PLACE, WE COORDINATE CARE FROM WELLNESS CHECKS TO HOSPICE CARE WITH MANY PHYSICIANS, HOSPITALS AND OTHER HEALTH CARE PROVIDERS. BEING PART OF SAINT LUKE'S HEALTH SYSTEM BRINGS A SPECIAL QUALITY TO OUR UNDERSTANDING OF OUR COMMUNITY MEMBERS' NEEDS AND OUR ABILITY TO MEET THEM. | Desc |
| Total Program Service Expenses | $15,401,880 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 281 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169314277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 MADISON AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| THE RT REV MARTIN FIELD | ||||||
| DIRECTOR - CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY NACHTIGAL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $9,606 | $1,868 | |
| BRADLEY SIMMONS | ||||||
| DIRECTOR - TERM END 6/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER POWELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA STITES MD | ||||||
| DIRECTOR - TERM END 12/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THE REV PEG RUTH | ||||||
| DIRECTOR - TERM END 12/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GORDON GEE | ||||||
| DIRECTOR - SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JILL WATT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES BERNARD JR | ||||||
| DIRECTOR - VICE PRES | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CASEY HALSEY | ||||||
| DIRECTOR - TREAS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS KOKJER | ||||||
| DIRECTOR - PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THE REV'D DR STAN RUNNELS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY JO POWELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN SEGGERMAN | ||||||
| CEO | 40.00 | Yes (X) | $229,912 | $0 | $25,846 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $229,912 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,606 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $27,714 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PB&J RESTAURANTS | |||||
| 10220 W 87TH STREET | OVERLAND PARK | KS | 66212 | DINING MGMT SERVICES | $1,375,329 |
| SELECT REHABILITATION INC | |||||
| 550 FRONTAGE ROAD STE 2415 | NORTHFIELD | IL | 60093 | REHAB THERAPY | $673,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $80,570 | AllOtherContributionsAmt |
| Total Contributions | $80,570 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICES | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $14,095,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,095,978 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,095,978 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,285 | TotalRevenueColumnAmt |
| Exclusion | $264,285 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,440,833 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,095,978 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $264,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,758 | TotalAmt |
| Management And General | $255,758 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,047,515 | TotalAmt |
| Program Services | $4,461,283 | ProgramServicesAmt |
| Management And General | $586,232 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,029 | TotalAmt |
| Program Services | $41,136 | ProgramServicesAmt |
| Management And General | $23,893 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,603 | TotalAmt |
| Program Services | $463,795 | ProgramServicesAmt |
| Management And General | $148,808 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,063 | TotalAmt |
| Program Services | $320,815 | ProgramServicesAmt |
| Management And General | $54,248 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,571 | TotalAmt |
| Management And General | $105,571 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,865 | TotalAmt |
| Management And General | $36,865 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,540,576 | TotalAmt |
| Program Services | $2,421,714 | ProgramServicesAmt |
| Management And General | $118,862 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,499 | TotalAmt |
| Management And General | $128,499 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735,494 | TotalAmt |
| Program Services | $536,320 | ProgramServicesAmt |
| Management And General | $199,174 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,375 | TotalAmt |
| Management And General | $136,375 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,090 | TotalAmt |
| Program Services | $673,547 | ProgramServicesAmt |
| Management And General | $4,543 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,274 | TotalAmt |
| Program Services | $15,554 | ProgramServicesAmt |
| Management And General | $5,720 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,366 | TotalAmt |
| Program Services | $16,331 | ProgramServicesAmt |
| Management And General | $15,035 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,210,440 | TotalAmt |
| Program Services | $2,195,630 | ProgramServicesAmt |
| Management And General | $14,810 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,111 | TotalAmt |
| Management And General | $233,111 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BOND INTEREST EXP & BON | $2,957,913 | $2,938,095 | $19,818 |
| RESIDENT FOOD COSTS | $607,443 | $607,443 | |
| BAD DEBT | $492,051 | $492,051 | |
| MEDICAL AND PHARMACEUTI | $207,915 | $207,915 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,795 | TotalAmt |
| Program Services | $10,251 | ProgramServicesAmt |
| Management And General | $154,544 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,643,746 | TotalAmt |
| Program Services | $15,401,880 | ProgramServicesAmt |
| Management And General | $2,241,866 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,977,000 | BOYAmt |
| EOY | $14,386 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,019,183 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,667,000 | BOYAmt |
| EOY | $1,880,708 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,222,000 | BOYAmt |
| EOY | $503,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,564,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,214,931 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,719,000 | BOYAmt |
| EOY | $33,349,698 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,130,000 | BOYAmt |
| EOY | $3,734,897 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $848,412 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,715,000 | BOYAmt |
| EOY | $41,350,765 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,431,000 | BOYAmt |
| EOY | $1,424,332 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,759,000 | BOYAmt |
| EOY | $22,558,737 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,067,000 | BOYAmt |
| EOY | $23,280,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000,000 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,257,000 | BOYAmt |
| EOY | $47,263,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,206,000 | BOYAmt |
| EOY | -$6,587,378 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,000 | BOYAmt |
| EOY | $225,074 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,000 | BOYAmt |
| EOY | $450,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$8,542,000 | BOYAmt |
| EOY | -$5,912,304 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,715,000 | BOYAmt |
| EOY | $41,350,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,202,913 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $203,013 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,629,596 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $369,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,570 | CurrentTaxYearAmt |
| Total | $1,007,570 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,935,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,235,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,587,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,144,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,095,978 | CurrentTaxYearAmt |
| Total | $68,996,978 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,001,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,460,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,854,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,513,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,176,548 | CurrentTaxYearAmt |
| Total | $70,004,548 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $70,004,548 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $292,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $277,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $306,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,508,517 | CurrentTaxYearAmt |
| Total | $5,647,517 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $292,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $277,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $306,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,508,517 | CurrentTaxYearAmt |
| Total | $5,647,517 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | -$9,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | -$10,000 | CurrentTaxYearMinus1YearAmt |
| Total | -$19,000 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,265,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,743,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,131,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,809,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,685,065 | CurrentTaxYearAmt |
| Total | $75,633,065 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98130 | PublicSupportPY509Pct |
| Investment Income CY | 0.07470 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01870 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,609,827 | OtherCostOrOtherBasisAmt |
| Book Value | $3,609,827 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,419,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,662,377 | DepreciationAmt |
| Book Value | $28,757,005 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,024,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,943,315 | DepreciationAmt |
| Book Value | $1,081,415 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $510,690 | OtherCostOrOtherBasisAmt |
| Depreciation | $609,239 | DepreciationAmt |
| Book Value | -$98,549 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,349,698 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ASSETS HELD AT THE UNRELATED ORGANIZATION REPRESENT THE ORGANIZATION'S BENEFICIAL INTEREST IN NET ASSETS OF GREATER KANSAS CITY COMMUNITY FOUNDATION. SUCH ASSETS ARE REPORTED IN PART X, LINE 15. AMOUNTS REPORTED IN LINES 1 AND 2 FOR PRIOR YEARS HAVE BEEN REMOVED SINCE THESE REPRESENT ORGANIZATION'S BENEFICIAL INTEREST IN NET ASSETS OF AN UNRELATED ORGANIZATION (GREATER KANSAS CITY COMMUNITY FOUNDATION). THE ORGANIZATION DID NOT HOLD ASSETS IN AN ENDOWMENT FUND EITHER DIRECTLY OR THROUGH A RELATED ORGANIZATION. |
| PART XI, XII, AND XIII | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN SEGGERMAN | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $187,287 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $36,720 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $5,905 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $24,846 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $255,758 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART II | FormAndLineReferenceDesc |
| Explanation | AMY NACHTIGAL AND BRAD SIMMONS DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. DIRECTORS ARE NOT COMPENSATED FOR SERVING AS A DIRECTOR OR BOARD OFFICER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED AND UPDATED SELECTED PROVISIONS OF ITS ARTICLES AND BYLAWS IN DECEMBER 2016. THE CHANGES INSTALLED SAINT LUKE'S HEALTH SYSTEM, INC.("SYSTEM"), A 501(C)(3) AFFILIATE, AS THE SOLE MEMBER OF THE ORGANIZATION. THE AMENDMENTS ESTABLISH RESERVED GOVERNANCE POWERS OF THE SYSTEM, ALLOW FOR THE ELECTION AND REMOVAL OF MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS, AND ALLOW THE SYSTEM THE POWER TO CHANGE THE SIZE, COMPOSITION AND COMMITTEE STRUCTURE OF THE ORGANIZATIONS' BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER IS SAINT LUKE'S HEALTH SYSTEM, A 501(C)(3) ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BODY IS ELECTED BY THE SOLE CORPORATE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER HAS SPECIFIED RESERVE POWERS OVER MAJOR DECISIONS SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, DEBT, BUDGETS, CAPITAL EXPENDITURES AND STRATEGIC OPERATING DECISIONS. AS PART OF AN INTEGRATED HEALTH SYSTEM, THE SOLE MEMBER ALSO PROVIDES VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED JOINTLY BY ACCOUNTING STAFF OF THE ENTITY AND SAINT LUKE'S HEALTH SYSTEM (SYSTEM) TAX STAFF. THE RETURN IS REVIEWED BY THE ENTITY'S CEO BEFORE FILING. A SUMMARY OF KEY 990 INFORMATION WAS PRESENTED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND THE 990 DRAFT WAS MADE AVAILABLE TO THE COMMITTEE FOR REVIEW. THE 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | SAINT LUKE'S HEALTH SYSTEM AND ITS AFFILIATES, INCLUDING THE FILING ORGANIZATION, HAVE COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICIES APPLICABLE TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES. ANY ACTUAL, POSSIBLE OR PERCEIVED CONFLICT OF INTEREST IS EXPECTED TO BE HANDLED THROUGH FULL AND TIMELY DISCLOSURE OF ANY SUCH INTEREST, TOGETHER WITH ABSENCE OF PERSUASION IN ANY DISCUSSION AND IN ANY VOTE WHEREIN THE INTEREST IS INVOLVED. DISCLOSURE IS TO BE MADE WHEN THE INTEREST ARISES, AT ANY TIME THE INTEREST BECOMES A MATTER OF GOVERNING BOARD ACTION, AND THEN ANNUALLY THROUGH COMPLETION OF A CONFLICT OF INTEREST QUESTIONNAIRE. THE VICE PRESIDENT OF INTERNAL AUDIT REVIEWS COMPLETED QUESTIONNAIRES AND FURTHER INVESTIGATES POSSIBLE CONFLICTS OF INTEREST. A REPORT IS PROVIDED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND ANY IDENTIFIED CONFLICT OF INTEREST IS REPORTED TO THE APPLICABLE ENTITY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE ACTS ON BEHALF OF THE BOARD OF DIRECTORS TO ESTABLISH THE COMPENSATION OF THE CEO. SALARY SURVEYS AND OTHER MARKET INFORMATION ARE CONSIDERED WHEN DETERMINING COMPENSATION LEVELS. THE OVERALL GOAL IS TO ESTABLISH COMPENSATION AT A LEVEL THAT WILL ATTRACT AND RETAIN A CEO WITH THE NEEDED SKILLS AND QUALITIES WHO WILL EXEMPLIFY THE ORGANIZATION'S CORE VALUES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE MADE AVAILABLE TO THE PUBLIC BY THE MO SECRETARY OF STATE. THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF SAINT LUKE'S HEALTH SYSTEM INC THAT ARE AVAILABLE TO THE PUBLIC THROUGH EMMA. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII COL E | AMY NACHTIGAL DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE RELATED ORGANIZATION. THE COMPENSATION REPORTED IS FOR THE PORTION OF THE YEAR THAT THE ORGANIZATION WAS RELATED. DIRECTORS ARE NOT COMPENSATED FOR SERVING AS A DIRECTOR OR BOARD OFFICER. |
| FORM 990, PART IX, LINE 11G | REHAB SERVICES: PROGRAM SERVICE EXPENSES 673,883. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 673,883. REPAIRS/MAINTENANCE: PROGRAM SERVICE EXPENSES 78,021. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,021. RESIDENT DINING MGMT: PROGRAM SERVICE EXPENSES 1,375,329. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,375,329. OTHER SERVICES: PROGRAM SERVICE EXPENSES 294,481. MANAGEMENT AND GENERAL EXPENSES 118,862. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 413,343. |
| FORM 990, PART X, BALANCE SHEET, LINE 20, TAX EXEMPT BOND LIABILITIES | THE AMOUNT REPORTED AS TAX-EXEMPT BONDS IS THE PORTION OF SAINT LUKE'S HEALTH SYSTEM BONDS ALLOCATED TO BISHOP SPENCER PLACE. REQUIRED INFORMATION FOR THE BONDS, INCLUDING SCHEDULE K, IS REPORTED IN THE SAINT LUKE'S HEALTH SYSTEM (EIN: 43-1747502) IRS FORM 990. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF GREATER KC COMMUNITY FDTN 8,541. ROUNDING 1. OTHER MISC ADJUSTMENT -761. SLHS CONTRIBUTION TO CAPITAL 5,621,815. |
| PART XII, 2C | ON DECEMBER 19. 2016, SAINT LUKE'S HEALTH SYSTEM INC BECAME THE SOLE MEMBER OF THE ORGANIZATION. THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE PERIOD AFTER THE ACQUISITION ARE INCLUDED IN THE CONSOLIDATED AUDIT OF THE SAINT LUKE'S HEALTH SYSTEM. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF SAINT LUKE'S HEALTH SYSTEM IS RESPONSIBLE FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF INDEPENDENT AUDITORS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| SAINT LUKES HEALTH SYSTEM INC | ||||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | 431747502 | HEALTH SYSTEM | KS | 501C3 | 509A3 TYPE III,FISO | 0 | |
| ST LUKES HOSPITAL OF KANSAS CITY | ||||||||||
| 4401 WORNALL ROAD | KANSAS CITY | MO | 64111 | 440545297 | HEALTH CARE | MO | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| SAINT LUKES NORTH HOSPITAL | ||||||||||
| 5830 NW BARRY ROAD | KANSAS CITY | MO | 64154 | 440565393 | HEALTH CARE | MO | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| SAINT LUKES SOUTH HOSPITAL | ||||||||||
| 12300 METCALF AVE | OVERLAND PARK | KS | 66213 | 481230262 | HEALTH CARE | KS | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| SAINT LUKES PHYSICIAN GROUP | ||||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | 431598353 | HEALTH CARE | MO | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE | ||||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | 431127200 | HEALTH CARE | MO | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| ST LUKES OF TRENTON | ||||||||||
| 191 IOWA BLVD | TRENTON | MO | 64683 | 431707306 | HEALTH CARE | MO | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| SAINT LUKES HOSPITAL OF GARNETT | ||||||||||
| 421 SOUTH MAPLE | GARNETT | KS | 66032 | 742849611 | HEALTH CARE | KS | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| CABOT WESTSIDE HEALTH CENTER | ||||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | 440546280 | HEALTH CARE | MO | 501C3 | 170B1AVI | 0 | SAINT LUKES HEALTH SYSTEM |
| MIDWEST EAR INSTITUTE | ||||||||||
| 4320 WORNALL RD | KANSAS CITY | MO | 64111 | 480905027 | HEALTH CARE | KS | 501C3 | 170B1AIII | 0 | ST LUKES HOSPITAL OF KANSAS CITY |
| SAINT LUKES HOSPITAL OF CHILLICOTHE | ||||||||||
| 2799 N WASHINGTON | CHILLICOTHE | MO | 64601 | 431735565 | HEALTH CARE | MO | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| SAINT LUKES CUSHING HOSPITAL | ||||||||||
| 711 MARSHALL | LEAVENWORTH | KS | 66048 | 480543792 | HEALTH CARE | KS | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| SAINT LUKES CARE | ||||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | 260185090 | HEALTH CARE | MO | 501C3 | 509A3 TYPE I | 0 | SAINT LUKES HEALTH SYSTEM |
| MEDICAL PLAZA IMAGING ASSOCIATES | ||||||||||
| 4401 WORNALL ROAD | KANSAS CITY | MO | 64111 | 431609584 | HEALTH CARE | MO | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| SAINT LUKES COLLEGE OF HEALTH SCIENCES | ||||||||||
| 624 WESTPORT ROAD | KANSAS CITY | MO | 64111 | 272716128 | POST-SECONDARY NURSING EDUCAITON | MO | 501C3 | 170B1AII | 0 | ST LUKES HOSPITAL OF KANSAS CITY |
| SAINT LUKES PHYSICIAN GROUP I | ||||||||||
| 4330 WORNALL ROAD STE 2000 | KANSAS CITY | MO | 64111 | 271994652 | HEALTH CARE | KS | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| ADVANCED UROLOGIC ASSOCIATES INC | ||||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64111 | 454725529 | HEALTH CARE | MO | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| ROCKHILL ORTHOPAEDIC ASSOCIATES | ||||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64111 | 453851008 | HEALTH CARE | MO | 501C3 | 170B1AIII | 0 | SAINT LUKES HEALTH SYSTEM |
| WINDSOR CARE INC | ||||||||||
| 4301 MADISON AVE | KANSAS CITY | MO | 64111 | 205284328 | HEALTH CARE | MO | 501C3 | 509A2 | 0 | SAINT LUKES HEALTH SYSTEM |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| MEDICAL PLAZA PARTNERS LP | |||||||
| 4320 WORNALL ROAD | KANSAS CITY | MO | 64111 | 431357824 | OWN&OPERATE MEDICAL OFFICE BUILDING | MO | N/A |
| SAINT LUKES SURGICENTER-LEES SUMMIT LLC | |||||||
| 11221 ROE AVE STE 230 | OVERLAND PARK | KS | 66211 | 470853481 | HEALTH CARE | MO | N/A |
| SAINT LUKES SOUTH SURGERY CENTER LLC | |||||||
| 11221 ROE AVE STE 230 | OVERLAND PARK | KS | 66211 | 201721929 | HEALTH CARE | KS | N/A |
| SAINT LUKES GI DIAGNOSTICS LLC | |||||||
| 4321 WASHINGTON STE 5700 | KANSAS CITY | MO | 64111 | 274142549 | HEALTH CARE | MO | N/A |
| KANSAS CITY ORTHOPAEDIC INSTITUTE LLC | |||||||
| 3651 COLLEGE BLVD | LEAWOOD | KS | 66211 | 481197295 | HEALTH CARE | KS | N/A |
| SAINT LUKES RADIATION THERAPY-LIBERTY | |||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 473793070 | HEALTH CARE | MO | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP | |||||||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | 371471890 | INSURANCE | SC | N/A | C | 0 | ||||
| ST LUKES HEALTH VENTURES INC | |||||||||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | 431278476 | ACCOUNTING | MO | N/A | C | 0 | ||||
| MEDICAL PLAZA MANAGEMENT INC | |||||||||||||
| 4320 WORNALL ROAD STE 714 | KANSAS CITY | MO | 64111 | 431352317 | MEDICAL OFFICE BUILDING MGMT | MO | N/A | C | 0 | ||||
| VENTURE FINANCIAL SERVICES INC | |||||||||||||
| 9500 E 63RD ST STE 202 | RAYTOWN | MO | 64133 | 431605740 | COLLECTIONS | MO | N/A | C | 0 | ||||
| SAINT LUKES HEALTH SYSTEM INSURANCE LTD | |||||||||||||
| CAPTIVE | N/A | 0 | 113 SOUTH CHURCH ST | GEORGETOWN | CJ | CJ | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDSOR CARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionTypeTxt |
| Involved | $121,692 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |
Comments