2017-11-15T16:06:50-06:00 2016-12-31 990 2016-01-01 431598353 SAINT LUKES PHYSICIAN GROUP INC SAIN 8169322000 901 E 104TH ST KANSAS CITY MO 64131 JOSEPH STASI CHIEF ADMIN OFFICER 8169322000 2017-11-15 8.33.29.132 2017-11-15 16:06:30 CS P BADB30EAA8EA72076E123892A93B1AB4C1559E32 BADB30EAA8EA72076E123892A93B1AB4C1559E32 2016 2021-01-29 14:40:06Z LEONARDO LOZADA MD 901 E 104TH ST KANSAS CITY MO 64131 89903662 0 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X 1991 MO PRIMARY CARE MEDICAL SERVICES 9 2 969 9 0 0 28951149 27936223 55424758 61964342 1319 3097 0 0 84377226 89903662 0 0 0 0 56985462 62167362 0 0 0 26765586 28102537 83751048 90269899 626178 -366237 13525161 66503890 4182006 37901967 9343155 28601923 X SAINT LUKE'S PHYSICIAN GROUP IS A FAITH-BASED, NOT-FOR-PROFIT MULTISPECIALTY MEDICAL GROUP COMMITTED TO THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH CARE AND HEALTH RELATED SERVICES IN A CARING ENVIRONMENT. AS A MEMBER OF SAINT LUKE'S HEALTH SYSTEM, WE ARE DEDICATED TO ENHANCING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE. 0 0 73901311 0 61964342 SAINT LUKE'S PHYSICIAN GROUP (THE GROUP), IS A PRIMARY CARE MEDICAL GROUP PROVIDING SERVICES TO PATIENTS IN THE KANSAS CITY AND SURROUNDING COMMUNITIES. DURING 2016 THE GROUP RECORDED 365,000 PATIENT VISITS.THE GROUP PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS AND PROVIDES SERVICES ON A CHARITABLE BASIS FOR PATIENTS WITHOUT ADEQUATE MEANS TO PAY FOR THEIR CARE. FOR 2016, THE UNREIMBURSED COST TO PROVIDE CARE TO MEDICAID RECIPIENTS AND CHARITY CARE PATIENTS WAS $2,200,000 AND $235,000, RESPECTIVELY.THE GROUP EXTENDS THE CHARITABLE, EDUCATIONAL, AND HEALTH MISSIONS OF ITS RELATED HOSPITALS, SAINT LUKE'S HOSPITAL OF KANSAS CITY, SAINT LUKE'S NORTH HOSPITAL, SAINT LUKE'S EAST HOSPITAL, SAINT LUKE'S SOUTH HOSPITAL AND SAINT LUKE'S CUSHING HOSPITAL. THE GROUP'S MEDICAL PERSONNEL ARE VERY ACTIVE IN COMMUNITY HEALTH EDUCATION PROGRAMS, INCLUDING SPEAKING AT PUBLIC HEALTH FORUMS AND PERIODICALLY OFFERING FREE HEALTH SCREENINGS AND ASSESSMENTS. 73901311 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 969 1 0 0 0 0 0 0 0 0 0 0 X 9 2 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 8169322000 901 E 104TH ST KANSAS CITY MO 64131 X CHARLES ROBB DIRECTOR-TREASURER 1.00 50.00 X X 0 851875 365149 MICHAEL MUNGER MD DIRECTOR-VP & EMPLOYEE 40.00 X X 366239 0 36144 J CHRIS PERRYMAN MD DIRECTOR-VP & EMPLOYEE 40.00 X X 369035 0 30486 STEVEN STILES MD DIRECTOR AND EMPLOYEE 40.00 X 265536 0 40735 MICHAEL AUSMUS MD DIRECTOR-SECR & EMPLOYEE 40.00 X X 475848 0 38063 THOMAS WILLARD DIRECTOR 1.00 X 0 0 0 CANDACE MCDOWELL DIRECTOR 1.00 X 0 0 0 LEONARDO LOZADA MD DIRECTOR-PRESIDENT & CEO 1.00 50.00 X X 0 951733 169290 MARSHA WEAVER DIRECTOR & EMPLOYEE 40.00 X 291276 0 40310 STEPHEN TAKACS CHIEF FINANCIAL OFFICER 20.00 20.00 X 185530 0 33624 JOSEPH STASI COO / CAO BEGINNING 10/2016 40.00 10.00 X 0 332852 60722 MITCHELL HAMBURG MD PHYSICIAN 40.00 X 365952 0 46761 BRUCE BELLAMY MD PHYSICIAN 40.00 X 412802 0 48657 THOMAS LOVINGER MD PHYSICIAN 40.00 X 391214 0 29307 ALEXANDER MALLOUK MD PHYSICIAN 40.00 X 398457 0 44135 SARAH FLORIO MD PHYSICIAN 40.00 X 379735 0 20865 ANNEMARIE HOLMES FORMER - INTERIM CEO 40.00 X 137817 0 31155 4039441 2136460 1035403 107 1 1 0 MIDLAND PROFESSIONAL SERVICES INC PO BOX 3471 WICHITA KS 67201 COLLECTIONS SERVICES 413527 FAVORITE HEALTHCARE STAFFING INC PO BOX 803356 KANSAS CITY MO 64180 TEMPORARY STAFFING 243100 APEX PRINT TECHNOLOGIES MI 35 PO BOX 9201 MINNEAPOLIS MN 55480 MAILING SERVICES 236081 TRIZETTO PROVIDER SOLUTIONS LLC DEPT CH 16897 PALATINE IL 60055 CLAIMS PROCESSING SERVICES 158090 GE HEALTHCARE IITS USA CORP 15724 COLLECTIONS CENTER DR CHICAGO IL 60693 IT CONSULTING 117580 6 27936223 27936223 NET PATIENT CARE REV 621110 53225963 53225963 CBO FEE INC FROM AFFIL 621110 6569052 6569052 EHR MEANINGFUL USE FDS 621110 150916 150916 2018411 2018411 61964342 3097 3097 89903662 61964342 0 3097 1841238 1622085 219153 49213955 41733215 7480740 2022071 1570357 451714 5802703 4618584 1184119 3287395 2736965 550430 57093 57093 365 365 3967121 2864614 1102507 5100 4448 652 1837805 1328838 508967 454463 11004 443459 4988604 4393774 594830 67986 42466 25520 69828 36722 33106 1123971 1084309 39662 1576445 1295792 280653 MEDICAL SUPPLIES 5629640 5628492 1148 SHARED SERVICES-SLHS 5429000 2102061 3326939 BAD DEBT 2646117 2646117 DUES & MEMBERSHIPS 202456 178978 23478 46543 2490 44053 90269899 73901311 16368588 0 X 110394 11827321 2207391 3417947 2580342 15782410 353491 1621092 33555691 22967233 5413066 10588458 52314 3421348 2808163 19845314 13525161 66503890 3659587 23264672 522419 14637295 4182006 37901967 X 9343155 28601923 9343155 28601923 13525161 66503890 X -366237 19625005 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 6424 0 0 0 6424 0 PART II-B, LINE 1: LINE F - PORTION OF DUES PAID TO ASSOCIATIONS AND CHAMBERS USED TOWARD LOBBYING ACTIVITIES. 58590 58590 2202033 1357959 844074 14144377 8856568 5287809 13690811 9887643 3803168 3459880 2865063 594817 10588458 RECEIVABLE FROM AFFILIATES 19637104 OTHER RECEIVABLES -37850 EHR RECEIVABLE 246060 19845314 PAYABLE TO AFFILIATES 14629854 OTHER LIABILITIES 7441 14637295 PART XI, XII, AND XIII THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. 0 1 0 0 0 0 0 1 0 CHARLES ROBB DIRECTOR-TREASURER 0 537145 0 184552 0 130178 0 333565 0 31584 0 1217024 0 102900 MICHAEL MUNGER MD DIRECTOR-VP & EMPLOYEE 364259 0 0 0 1980 0 15900 0 20244 0 402383 0 0 0 J CHRIS PERRYMAN MD DIRECTOR-VP & EMPLOYEE 366279 0 0 0 2756 0 21200 0 9286 0 399521 0 0 0 STEVEN STILES MD DIRECTOR AND EMPLOYEE 263954 0 0 0 1582 0 15900 0 24835 0 306271 0 0 0 MICHAEL AUSMUS MD DIRECTOR-SECR & EMPLOYEE 472656 0 0 0 3192 0 13250 0 24813 0 513911 0 0 0 LEONARDO LOZADA MD DIRECTOR-PRESIDENT & CEO 0 633813 0 217922 0 99998 0 139852 0 29438 0 1121023 0 85680 MARSHA WEAVER DIRECTOR & EMPLOYEE 290348 0 0 0 928 0 13250 0 27060 0 331586 0 0 0 STEPHEN TAKACS CHIEF FINANCIAL OFFICER 184190 0 0 0 1340 0 9505 0 24119 0 219154 0 0 0 JOSEPH STASI COO / CAO BEGINNING 10/2016 0 257148 0 45545 0 30159 0 31167 0 29555 0 393574 0 17054 MITCHELL HAMBURG MD PHYSICIAN 362694 0 0 0 3258 0 21200 0 25561 0 412713 0 0 0 BRUCE BELLAMY MD PHYSICIAN 411425 0 0 0 1377 0 21200 0 27457 0 461459 0 0 0 THOMAS LOVINGER MD PHYSICIAN 390574 0 0 0 640 0 10600 0 18707 0 420521 0 0 0 ALEXANDER MALLOUK MD PHYSICIAN 393460 0 0 0 4997 0 21200 0 22935 0 442592 0 0 0 SARAH FLORIO MD PHYSICIAN 378460 0 0 0 1275 0 11925 0 8940 0 400600 0 0 0 ANNEMARIE HOLMES FORMER - INTERIM CEO 137219 0 0 0 598 0 5774 0 25381 0 168972 0 0 0 PART I, LINE 4B 457(F) PLAN PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHARLES ROBB - $173,541 PART I, LINE 7 THE ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE RETENTION, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS. PART I, LINE 3 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 CFO. 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. THE PHYSICIAN COMPENSATION COMMITTEE OF THE BOARD APPROVES AND DIRECTS THE PHYSICIAN COMPENSATION PLAN FOR PHYSICIAN EMPLOYEES. EMPLOYED PHYSICIANS ARE NOT PART OF THE PHYSICIAN COMPENSATION COMMITTEE. PART II CHARLES ROBB AND LEONARDO LOZADA, MD, 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. REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS FOR JOSEPH STASI IS FOR COMPENSATION FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. STEPHEN TAKACS WAS PAID BY THE FILING ORGANIZATION FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. PART V, LINE 1A, NUMBER REPORTED IN BOX 3 OF FORM 1096 SAINT LUKE'S PHYSICIAN GROUP IS PART OF SAINT LUKE'S HEALTH SYSTEM, AN INTEGRATED HEALTH SYSTEM. SAINT LUKE'S PHYSICIAN GROUP'S VENDORS ARE PAID THROUGH A CENTRALIZED PAYMENT SYSTEM WITH 1099S ISSUED BY THE CENTRALIZED SERVICE ENTITY. FORM 990, PART VI, SECTION A, LINE 2 CHARLES ROBB, LEONARDO LOZADA, MD, AND CHRIS PERRYMAN, MD HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE AN OFFICER, DIRECTOR, AND/OR EMPLOYEE OF THE SAME AFFILIATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED AND RESTATED AS OF 12/31/2016 TO EFFECT THE NAME CHANGE OF THE ORGANIZATION TO SAINT LUKE'S PHYSICIAN GROUP, INC. AND CLARIFY THE PURPOSES OF THE ORGANIZATION, WHICH ARE TO ORGANIZE, COORDINATE AND INTEGRATE PRIMARY CARE AND SPECIALIST PHYSICIANS AND OTHER ALLIED HEALTH PROFESSIONALS FOR THE BENEFIT OF THE COMMUNITIES SERVED BY SAINT LUKE'S HEALTH SYSTEM INC (SYSTEM), CONSISTENT WITH THE SYSTEM'S CULTURE AND HERITAGE AS A FAITH-BASED ORGANIZATION, AND TO ASSIST IN CARRYING OUT THE SYSTEM'S CHARITABLE PURPOSES AS AN INTEGRAL PART THEREOF. THE GOVERNING BODY'S VOTING MEMBERS WILL CONTINUE TO BE APPOINTED BY THE SOLE MEMBER, SAINT LUKE'S HEALTH SYSTEM INC, A 501(C)(3) ORGANIZATION. THE BYLAWS WERE AMENDED TO EXPAND THE NUMBER OF DIRECTORS TO FIFTEEN INDIVIDUALS, CONSISTING OF THE CHIEF PHYSICIAN EXECUTIVE OF SAINT LUKE'S HEALTH SYSTEM, TWO MEMBERS OF THE BOARD OF DIRECTORS OF SAINT LUKE'S HEALTH SYSTEM, THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION, SIX PRACTICING PHYSICIANS EMPLOYED BY THE ORGANIZATION, AND FIVE MEMBERS OF THE COMMUNITY SERVED BY THE SYSTEM, EACH WITH THREE YEAR STAGGERED TERMS. THE BYLAWS WERE ALSO AMENDED TO UPDATE THE COMMITTEES OF THE BOARD, WHICH SHALL SERVE IN AN ADVISORY CAPACITY ABSENT AN EXPRESS CHARGE OF THE BOARD. SUBJECT TO APPROVAL OF THE SOLE MEMBER, THE BOARD OF DIRECTORS SHALL APPOINT A BOARD CHAIR, VICE-CHAIRMAN, SECRETARY AND TREASURER FROM AMONG ITS MEMBERS. THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION SHALL BE APPOINTED BY THE SOLE MEMBER. THE BOARD OF DIRECTORS MAY ALSO CHOOSE ADDITIONAL OFFICERS (I.E., A CHIEF FINANCIAL OFFICER OR CHIEF OPERATING OFFICER) AS IT DEEMS ADVISABLE. THE SOLE MEMBER RESERVES THE POWERS TO APPROVE AND/OR INITIATE MAJOR ACTIONS PERTAINING TO THE ORGANIZATION, WHICH INCLUDE AMENDMENTS TO THE ARTICLES AND BYLAWS, STRATEGIC OPERATING DECISIONS, DEBT, BUDGETS, CAPITAL EXPENDITURES, FINANCE, HUMAN RESOURCE AND OTHER KEY POLICIES, AND SELECTION OF THE INDEPENDENT FISCAL AUDITOR. UPON DISSOLUTION, ASSETS WILL BE DISTRIBUTED TO SYSTEM FOR CHARITABLE USE OR TO OTHER SECTION 501(C)(3) ORGANIZATIONS IF SYSTEM IS NO LONGER IN OPERATION. 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 CFO BEFORE FILING. A SUMMARY OF KEY 990 INFORMATION IS PRESENTED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND THE 990 DRAFT IS MADE AVAILABLE TO THE COMMITTEE FOR REVIEW. THE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C 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, SECTION B, LINE 15 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 CFO. 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. THE PHYSICIAN COMPENSATION COMMITTEE OF THE BOARD APPROVES AND DIRECTS THE PHYSICIAN COMPENSATION PLAN FOR THE PHYSICIAN EMPLOYEES. EMPLOYED PHYSICIANS ARE NOT PART OF THE PHYSICIAN COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE AVAILABLE TO THE PUBLIC THROUGH THE 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. PART VI, SEC A, LINE 1B, NUMBER OF INDEPENDENT VOTING MEMBERS THE ORGANIZATION IS DEEMED TO HAVE A COMMUNITY BOARD BY VIRTUE OF ITS RELATIONSHIP WITH ITS SOLE MEMBER, SAINT LUKE'S HEALTH SYSTEM, INC. (SLHS). SLHS IS A 501(C)(3) ORGANIZATION GOVERNED BY A BOARD OF DIRECTORS, A MAJORITY OF WHOM ARE EXTERNAL, INDEPENDENT PERSONS. FORM 990, PART VII, BOX E CHARLES ROBB AND LEONARDO LOZADA, MD, 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. REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS FOR JOSEPH STASI IS FOR COMPENSATION FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. STEPHEN TAKACS WAS PAID BY THE FILING ORGANIZATION FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. PART X, COLUMN (B), BALANCE SHEET: EFFECTIVE AS OF CLOSE OF BUSINESS ON 12/31/2016, SAINT LUKE'S PHYSICIAN GROUP INC. (SLPG) BECAME THE SOLE MEMBER OF TWO AFFILIATED PHYSICIAN ORGANIZATIONS, SAINT LUKE'S PHYSICIAN GROUP I LLC (SLPG I) AND SAINT LUKE'S PHYSICIAN GROUP II LLC (SLPG II). AS SUCH, THE ASSETS OF SLPG I AND SLPG II ARE INCLUDED IN THE END OF YEAR BALANCES ON PART X, COLUMN (B) OF THE BALANCE SHEET. FORM 990, PART XI, LINE 9: PENSION OBLIGATION AND SETTLEMENT TRANSFER TO SLHS 105,861. NET ASSET TRANSFER AT 12/31 - SLPG I 8,771,182. NET ASSET TRANSFER AT 12/31 - SLPG II 10,747,962. SAINT LUKE'S PHYSICIAN GROUP I LLC - EFFECTIVE 12312016 4330 WORNALL ROAD SUITE 2000 KANSAS CITY MO 64111 271994652 HEALTH CARE KS 0 8771182 SAINT LUKE'S PHYSICIAN GROUP INC SAINT LUKE'S PHYSICIAN GROUP II LLC - EFFECTIVE 12312016 4401 WORNALL ROAD KANSAS CITY MO 64111 760820877 HEALTH CARE MO 0 10747962 SAINT LUKE'S PHYSICIAN GROUP INC SAINT LUKES HEALTH SYSTEM 901 E 104TH ST KANSAS CITY MO 64131 431747502 HEALTH SYSTEM KS 501(C)(3) 509A3 - TYPE III, FI 0 ST LUKES HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKE'S NORTH HOSPITAL CORPORATION 601 SOUTH 169 HIGHWAY SMITHVILLE MO 64089 440565393 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES SOUTH HOSPITAL INC 12300 METCALF AVENUE OVERLAND PARK KS 66213 481203262 HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES EAST HOSPITAL 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 562488077 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 CRITTENTON 10918 ELM AVENUE KANSAS CITY MO 64134 440545808 HEALTH CARE MO 501(C)(3) 170B1AIII ST LUKES HOSPITAL OF KANSAS CITY 0 SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE 901 E 104TH ST KANSAS CITY MO 64131 431127200 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 ST LUKES OF TRENTON 191 IOWA BLVD TRENTON MO 64683 431707306 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES HOSPITAL OF GARNETT 421 SOUTH MAPLE GARNETT KS 66032 742849611 HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 CABOT WESTSIDE HEALTH CENTER 901 E 104TH ST KANSAS CITY MO 64131 440546280 HEALTH CARE MO 501(C)(3) 170B1AVI SAINT LUKES HEALTH SYSTEM 0 MIDWEST EAR INSTITUTE INC 4320 WORNALL ROAD STE 420 KANSAS CITY MO 64111 480905027 HEALTH CARE KS 501(C)(3) 170B1AIII ST LUKES HOSPITAL OF KANSAS CITY 0 SAINT LUKE'S HOSPITAL OF CHILLICOTHE 2799 N WASHINGTON CHILLICOTHE MO 64601 431735565 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES CUSHING HOSPITAL 711 MARSHALL LEAVENWORTH KS 66048 480543792 HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES CARE 901 E 104TH ST KANSAS CITY MO 64131 260185090 HEALTH CARE MO 501(C)(3) 509(A)(3) - TYPE II SAINT LUKES HEALTH SYSTEM 0 MEDICAL PLAZA IMAGING ASSOCIATES LLC 4401 WORNALL ROAD KANSAS CITY MO 64111 431609584 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKE'S COLLEGE OF HEALTH SCIENCES 624 WESTPORT ROAD KANSAS CITY MO 64111 272716128 POST-SECONDARY NURSING EDUCATION MO 501(C)(3) 170B1AII ST LUKE'S HOSPITAL OF KANSAS CITY 0 ADVANCED UROLOGIC ASSOCIATES INC 901 E 104TH ST KANSAS CITY MO 64131 454725529 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 ROCKHILL ORTHOPAEDIC SPECIALISTS INC 901 E 104TH ST KANSAS CITY MO 64131 453851008 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 BISHOP SPENCER PLACE 4301 MADISON AVENUE KANSAS CITY MO 64111 431139083 RETIREMENT COMMUNITY MO 501(C)(3) 509(A)(2) 0 WINDSOR CARE INCORPORATED 4301 MADISON AVENUE KANSAS CITY MO 64111 205284328 HEALTH CARE MO 501(C)(3) 509(A)(2) 0 MEDICAL PLAZA PARTNERS LP 4320 WORNALL ROAD SUITE 714 KANSAS CITY MO 64111 431357824 OWN & OPERATE MEDICAL OFFICE BUILDING MO N/A ST LUKES SURGICENTER-LEES SUMMIT LLC 11221 ROE AVE SUITE 230 OVERLAND PARK KS 66211 470853481 HEALTH CARE MO N/A SAINT LUKE'S SOUTH SURGERY CENTER LLC 11221 ROE AVE SUITE 230 OVERLAND PARK KS 66211 201721929 HEALTH CARE KS N/A SAINT LUKE'S-GI DIAGNOSTICS LLC 4321 WASHINGTON SUITE 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 LUKE'S RADIATION THERAPY-LIBERTY LLC 901 E 104TH ST KANSAS CITY MO 64131 473793070 HEALTH CARE MO N/A SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP 901 E 104TH ST KANSAS CITY MO 64131 371471890 INSURANCE SC N/A C 0 ST LUKES HEALTH VENTURES INC 901 E 104TH ST KANSAS CITY MO 64131 431278476 ACCOUNTING MO N/A C 0 MEDICAL PLAZA MANAGEMENT INC 4320 WORNALL ROAD SUITE 714 KANSAS CITY MO 64111 431352317 MEDICAL OFFICE BUILDING MANAGEMENT MO N/A C 0 VENTURE FINANCIAL SERVICES INC 9500 EAST 63RD STREET SUITE 202 RAYTOWN MO 64133 431605740 COLLECTIONS MO N/A C 0 SAINT LUKES HEALTH SYSTEM INSURANCE LTD 113 SOUTH CHURCH RD GEORGETOWN CJ CAPTIVE CJ N/A C 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 0 1 SCHEDULE R, PART V, LINE 1, TRANSACTIONS WITH RELATED ORGANIZATIONS SAINT LUKE'S HEALTH SYSTEM (SYSTEM) AND ITS AFFILIATED ENTITIES OPERATE AS A HIGHLY INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE SYSTEM MANAGES AND OPERATES RELATED HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION ORIENTED HEALTH CARE SYSTEM IN ORDER TO BETTER SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. AS A RESULT, THERE ARE NUMEROUS INTERCOMPANY INTERACTIONS INCLUDING CENTRALIZED SUPPORT SERVICES AND SHARING OF RESOURCES AND COSTS.