2016-05-09T12:31:34-05:00 2015-06-30 KPMG LLP 210 Park Ave Suite 2850 Oklahoma City OK 73102 990 2014-07-01 430652680 ST LUKE'S EPISCOPAL-PRESBYTERIAN HOSPITALS % SCOTT JOHNSON STLU 3144341500 232 SOUTH WOODS MILL ROAD CHESTERFIELD MO 63017 Scott Johnson VICE PRESIDENT AND CFO 3144341500 2016-05-06 true KPMG LLP P01646944 4052396411 2014 2016-08-17 19:52:53Z SCOTT JOHNSON 232 SOUTH WOODS MILL ROAD CHESTERFIELD MO 63017 471324259 false X WWW.STLUKES-STL.COM X 1866 MO ST. LUKE'S IS DEDICATED TO IMPROVE THE HEALTH OF THE COMMUNITY AND TO PROVIDE CARE FOR THE WHOLE PERSON WITH COMPASSION, PROFESSIONAL EXCELLENCE AND RESPECT. 19 18 3755 437 3636415 -95220 7448072 11936771 425540857 454982542 1960151 3063702 2504598 641643 437453678 470624658 0 0 0 0 200293322 209729526 45968 50394 945216 201042776 211124957 401382066 420904877 36071612 49719781 545728909 576354380 156668448 157279808 389060461 419074572 X SEE SCHEDULE O, GENERAL STATEMENT 1 false false 395890449 454982542 SEE SCHEDULE O, GENERAL STATEMENT 2 395890449 true true false true false false false false true true true false false false true true false true false false false false false true true false true true false false true true false false false false false false false false false true true false false false false true true true false false true 123 0 3755 true true true false false false false true true false false false false X 19 18 true false false false true false false true true false false false true true true true true true true true true X SCOTT JOHNSON 3144341500 232 SOUTH WOODS MILL ROAD CHESTERFIELD MO 63017 X Eugene M Toombs Chairman 3.0 1.0 X 0 0 0 David B Price Jr Vice Chairman 3.0 1.0 X 0 0 0 John A O'Rourke Treasurer 1.0 1.0 X 0 0 0 Daniel K Stegmann Secretary 1.0 1.0 X 0 0 0 William W Benedict MD Director 1.0 1.0 X 0 0 0 Oscar C Berryman Director 1.0 1.0 X 0 0 0 Philip B Cady Jr Director 1.0 1.0 X 0 0 0 Norman L Eaker Director 1.0 1.0 X 0 0 0 The Rev Terry L Epling Director 1.0 1.0 X 0 0 0 Laurna C Godwin Director 1.0 1.0 X 0 0 0 The Rev Dr Anita E Hendrix Director 1.0 1.0 X 0 0 0 Ned O Lemkemeier Director 1.0 1.0 X 0 0 0 Joseph A Muccini MD Director 1.0 1.0 X 0 0 0 Jerome G Piontek MD Director 1.0 1.0 X 0 389662 8450 Robert W Reeg Director 1.0 1.0 X 0 0 0 Annie C Schlafly Director 1.0 1.0 X 0 0 0 Hugh Scott III Director 1.0 1.0 X 0 0 0 The Rt Rev G Wayne Smith Director 1.0 1.0 X 0 0 0 Ann M Sullins Director 1.0 1.0 X 0 0 0 Mari M Fahrner MD Director thru 1/15 1.0 1.0 X 0 0 0 Joseph A Sheehan Secretary thru 9/14 1.0 2.0 X 0 0 0 William E Cornelius Director thru 9/14 1.0 1.0 X 0 0 0 John F Eilermann Jr Director thru 9/14 1.0 2.0 X 0 0 0 Christine M Candio President and CEO 48.0 12.0 X 0 0 0 Gary Olson President and CEO thru 1/15 48.0 12.0 X 784040 0 40385 Scott Johnson Vice President Finance and CFO 36.0 24.0 X 445768 0 26326 David Krajcovic MD Chief Department of Surgery 60.0 0.0 X 0 252052 26635 Paul Mennes MD Chief OF Med. thru 09/14 40.0 25.0 X 0 256727 10608 Maged Haikal MD Chief OF Med. 40.0 25.0 X 0 896105 25367 Sue Adams Executive Director Development 50.0 0.0 X 187111 0 18083 Jan Hess Vice President 50.0 0.0 X 240315 0 38283 Brenda Kelly VP Surgical Services 50.0 0.0 X 238584 0 38147 William Meyer Chief Information Officer 50.0 0.0 X 298379 0 40385 Don Miller VP Operations 40.0 10.0 X 285409 0 29330 Diane Ray VP Patient Service 50.0 0.0 X 249649 0 45152 Janette Taaffe VP Human Resources 40.0 10.0 X 226546 0 29958 Hope Cranston D'Amato MD Medical Director ICU 60.0 0.0 X 512418 0 22185 Abdul Moheet MD Emergency Department 55.0 0.0 X 440970 0 32826 Eric Jenkins MD CVICU 55.0 0.0 X 389497 0 27283 Barry Hendrickson MD CVICU 55.0 0.0 X 350690 0 32826 Michael Klevens MD Emergency Department 55.0 0.0 X 347791 0 27626 4997167 1794546 519855 198 false true false See Schedule O General Statement 9 11007609 46 X 133933 11802838 2169742 11936771 PROGRAM SERVICE REVENUE 621110 430867597 430867597 PHYSICIAN OFFICES RENTAL INCOME 621110 9269778 9269778 RETAIL PHARMACIES 621110 6199430 4701733 1497697 CAFETERIA REVENUE 621110 2126429 2102602 23827 NONPATIENT LAB SERVICES 211110 1861149 1861149 4658159 4404417 253742 454982542 2882834 2882834 0 0 0 0 0 556000 24652 399784 556000 -375132 180868 180868 402905 133933 299817 103088 103088 0 0 MISC. REVENUE 621110 538555 538555 538555 470624658 451346127 3636415 3705345 0 0 0 0 3827252 3597617 229635 0 164936710 158262676 6357828 316206 4503721 4104997 266330 132394 25017940 23538490 1479450 11443903 10767161 676742 0 683882 683882 140000 140000 59725 59725 50394 50394 0 6380082 5721904 658178 911738 14958 896780 6493943 5356910 1095135 41898 4347374 4317924 29450 0 13411312 13326913 84399 490613 457655 31794 1164 0 92866 78290 14164 412 3798862 3798862 0 23776395 23776395 4589837 1663 4588174 MEDICAL SUPPLIES 93758243 93427570 322535 8138 CONTRACT SERVICES 12675732 11543250 1093221 39261 REPAIR & MAINTENANCE 6469817 6456301 13389 127 MEDICAID FRA EXPENSE 21313000 21313000 11731536 9625530 1980419 125587 420904877 395890449 24069212 945216 0 0 104187000 68247664 3726593 2740004 46818441 46291871 0 0 0 0 0 0 6161437 6658296 6194385 5287788 555428643 357960277 198289445 197468366 152432319 221903280 0 0 0 0 0 0 27919289 27757111 545728909 576354380 41657101 43808179 498238 350951 0 0 90430474 86890414 421135 383100 0 0 0 0 0 0 23661500 25847164 156668448 157279808 X 371659973 396155262 5664830 4664980 11735658 18254330 389060461 419074572 545728909 576354380 X 49719781 1231166 -20936836 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 59725 false false false 59725 false SUPPLEMENTAL INFORMATION 1 Part II-B, Line IF Approximately $59,725 of the dues paid to various trade organizations during the year ended June 30, 2015 is attributable to lobbying activities by the organizations. false true X 17400487 7290848 247388 2019413 22919310 10849501 8731884 1146318 3327216 17400487 9856410 1645604 653884 1306397 10849501 4281015 6252 121662 4408929 3141369 8000 1131646 4281015 0.79646 0.20354 false false 15758236 15758236 302925045 170233507 132691538 20393065 11079717 9313348 209896370 176647053 33249317 6455927 6455927 197468366 0 DEFERRED COMPENSATION 9970254 INSURANCE RESERVES & OTHER 11415135 PENSION LIABILITY 4210596 MEDICARE REIMBURSEMENT/SETTLEMENT 143542 OTHER CURRENT LIABILITIES 107637 25847164 X PART IV, LINE 2B: ESCROW AND CUSTODIAL ARRANGEMENTS THE HOSPITAL OBTAINS ONE MONTH'S WORTH OF DEPOSITS IN ADVANCE FOR ROOM AND BOARD CHARGES FOR SKILLED NURSING FACILITY PRIVATE PAY RESIDENTS. PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS ENDOWMENT FUNDS CONSIST OF APPROXIMATELY ELEVEN INDIVIDUAL FUNDS, OF WHICH THREE WERE ESTABLISHED FOR INDIGENT CARE. ALL REALIZED INVESTMENT RETURNS ARE RELEASED TO OPERATIONS IN ACCORDANCE WITH THE DONOR RESTRICTIONS. PART X, LINE 2: FOOTNOTE FOR UNCERTAIN TAX POSITIONS ST. LUKE'S EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. THERE ARE NO UNCERTAIN TAX POSITIONS RECORDED IN 2015 OR 2014. X X X X true WILKINSON GROUP 4516 Pershing Place St Louis MO 63108 CONSULTING false 30000 -30000 Nila Paradowski 53 Kinsbury Place St Louis MO 63112 CONSULTING false 20394 -20394 50394 -50394 MO Gala 426852 96580 330272 66995 159488 27006 Bike Tour 58121 18421 39700 5116 27696 2 51865 18932 32933 5818 7698 536838 133933 402905 77929 159488 62400 299817 103088 true true true X true X true true false true true 16120 5731442 5731442 0.01360 8182 8519628 4687923 3831705 0.00910 24302 14251070 4687923 9563147 0.02270 1534290 40918 1493372 0.00360 6429292 3193590 3235702 0.00770 5805 1271789 496108 775681 0.00180 667399 667399 0.00160 5805 9902770 3730616 6172154 0.01470 30107 24153840 8418539 15735301 0.03740 true 1146414 122050 127674738 132379103 -4704365 X true true ST LUKE'S CENTER OUTPATIENT IMAGING MGMT SERV 0.31000 0.18000 FOR DIAGNOSTIC IMAGING LLC ST LUKE'S HOSPITAL ORTHOPEDIC/MGMT SERVICES 0.25000 0.12500 0.62500 ORTHOPEDIC SERVICES LLC 2 1 ST LUKE'S HOSPITAL 232 S WOODS MILL RD CHESTERFIELD MO 63017 WWW.STLUKES-STL.COM 274-40 X X X X 2 st luke's rehabilitation hospital 14709 Olive Boulevard chesterfield MO 63017 http://www.khrehabstluke.com 510-7 X Rehabilitation Hosp. ST LUKE'S HOSPITAL 1 false false true X X X X X X X X X 12 true true true true X SEE SUPPLEMENTAL INFORMATION 2 X true 14 true SEE SUPPLEMENTAL INFORMATION 3 false false true X 200. 400. X X X X true true X X X X X true X www.stlukes-stl.com/pay X www.stlukes-stl.com/pay X X X X true X false X X X X true X false false ST LUKE'S REHABILITATION HOSPITAL 2 false false true X X X X X X X X X 12 true true true true X SEE SUPPLEMENTAL INFORMATION 2 X true 14 true SEE SUPPLEMENTAL INFORMATION 3 false false true X X X true true X X true X www.stlukes-stl.com/pay X www.stlukes-stl.com/pay X true X false X false X X false false ASIDE FROM SUPPLEMENTAL INFORMATIONS 5, 6, 7 AND 8, THE SUPPLEMENTAL INFORMATION PROVIDED IN SCHEDULE H, PART V, SECTION C APPLIES TO BOTH ST. LUKE'S EPISCOPAL-PRESBYTERIAN HOSPITALS (ST. LUKE'S HOSPITAL) AND ST. LUKE'S REHABILITATION HOSPITAL (REHAB HOSPITAL). ADDITIONALLY, THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) COVERS ST. LUKE'S HOSPITAL AND THE REHAB HOSPITAL AS IT IS INCLUDED IN ST. LUKE'S PROCESS AND STEERING COMMITTEE. SUPPLEMENTAL INFORMATION 1 PART V, SECTION B, LINES 5, 6A, and 6B ST. LUKE'S HOSPITAL COMMUNITY HEALTH NEEDS ASSESSMENT 2013 REPORT IS ATTACHED. The hospital facility solicited input from area health experts and community leaders, and selected primary and secondary survey sources of input to identify target areas for improvement when conducting the 2013 Community Health Needs Assessment (CHNA). As outlined in the Data Collection section of the St. Luke's Hospital Community Health Needs Assessment 2013, the Primary Research Methodology included collaboration with Barnes-Jewish West County Hospital, Missouri Baptist Medical Center, and St. Anthony's Medical Center in soliciting input from health experts and individuals with special interest in populations served by these hospitals, specifically in the West and South St. Louis county areas. Eighteen individuals representing various St. Louis County organizations participated in a two-step focus group process. The Community Stakeholder Focus Group members (as outlined in Appendix A of the CHNA report) represented the following organizations: -American Cancer Society -American Heart Association -Catholic Representative/Catholic Family Services -Chesterfield YMCA -City of Glendale -Jewish Community Center -Manchester United Methodist Church -EMS, Fire Protection District -Mid East Area on Aging -National Council on Alcohol and Drug Abuse -South County Health Center -St. Louis County Health Dept. -St. Louis Suburban School Nurses -St. Louis County Council 3rd Dist. - Town & Country -United Way -Volunteers in Medicine (FQHC) An initial focus group was conducted to solicit feedback from these individuals on the needs of the St. Louis county population. Each individual was sent a worksheet to complete prior to the meeting, to identify their perceptions of the greatest healthcare needs in St. Louis County, their knowledge of available resources to address those needs, and the greatest gap that exists between need and available resources (see worksheet in Appendix B of CHNA report). Based on feedback from the focus group worksheet, the most frequently mentioned needs in St. Louis County were ranked and compared to the biggest concerns identified by St. Louis County residents in the 2011 consumer needs assessment. The same group of community leaders was invited to a second meeting, where the healthcare needs compiled from the previous meeting were presented, along with available secondary data that aimed to quantify the size of the need. At the conclusion of the meeting, community leaders were asked to re-evaluate the identified health care needs in terms of their priority in the community, as well as the ability for community resources to collaborate around them. The final results of the perceived priority health needs of St. Louis County were ranked based on level of need and ability to collaborate (see Appendix C of CHNA report). To further validate the prioritized needs determined by the focus group, St. Luke's Hospital surveyed 1) more than 9,000 women currently enrolled in the St. Luke's Spirit of Women program, asking them to rank the top eight health care needs previously identified in order of perceived importance. (See these results in Appendix D of CHNA report); 2) Day of Dance participants (free wellness event) completed a health status survey, and results and key findings from the 689 completed surveys were compiled into a group health profile (see Appendix E of CHNA report). In addition, St. Luke's Hospital utilized the health profile of the St. Luke's employees participating in the Passport to Wellness program. This program is available to all St. Luke's employees and is designed to encourage all employees to improve their health and quality of life through access to free biometric screenings, as well as health-related educational and activity-based events (see Appendix F of CHNA report). Externally, St. Luke's partners with over 195 employer groups representing over 127,000 employees to be proactive in identifying, addressing and reducing employee health risks. The community health profile of this group is found in Appendix G of the CHNA report. In addition to the Primary Research, St. Luke's utilized the following major Secondary Data Sources: -2011 St. Louis County community Health Needs Assessment -Health Communities Institute -Health People 2020 St. Luke's CHNA Advisory Task Force (Appendix H of CHNA report) reviewed and evaluated all primary and secondary data sources and three major healthcare needs emerged: obesity and sedentary lifestyles, cancer screening and support services, and management of chronic conditions. screening and support services, and management of chronic conditions. SUPPLEMENTAL INFORMATION 2 PART V, SECTION B, LINE 7A WEBSITE URL: HTTPS://STLUKES-STL.COM/HEALTHY-COMMUNITIES-INSTITUTE/INDEX.HTML SUPPLEMENTAL INFORMATION 3 PART V, SECTION B, LINE 10A WEBSITE URL: HTTPS://STLUKES-STL.COM/HEALTHY-COMMUNITIES-INSTITUTE/INDEX.HTML SUPPLEMENTAL INFORMATION 4 PART V, SECTION B, LINE 11 ST. LUKE'S HOSPITAL COMMUNITY HEALTH NEEDS ASSESSMENT 2013 REPORT IS ATTACHED. In the "Other Identified Needs" section of the CHNA report (attached), the following health issues were also identified through the community health needs assessment and existing resources to meet these needs in the community are addressed. -ACCESS- for the under and uninsured in the St. Louis County Area- Financial assistance is provided to all patients with an identified need. St. Luke's Hospital reaches out to self-pay and underinsured patients in a number of ways, including raising awareness of Medicaid health insurance and the hospital's self-pay plan for patients. Financial assistance may be available for patients depending on income, assets, family size and medical needs. Eligibility is based on Federal Poverty Guidelines. Assistance may be available in the form of free services or reduced rates. Transportation is made accessible to patients through St. Luke's Hospital's arrangement with Older Adults Transportation Services (OATS) Transit. St. Luke's Pediatric Care Center is a mission-based agency of St. Luke's Hospital that has been providing primary and preventative care to medically underserved and underinsured children from birth to age 18 in North St. Louis City and County for more than 60 years. St. Luke's funds this community project, with operating costs exceeding $1 million dollars. Healing Grace was formed in 2007 by a St. Luke's Medical Group physician, with the goal of providing a clinic for the uninsured in West St. Louis County by using primarily volunteer help and low cost generic medications. St. Luke's Hospital has provided medical supplies and used equipment for the clinic. Volunteers in Medicine is a national nonprofit dedicated to building a network of sustainable free primary health care clinics for the uninsured in local communities. Our local West county chapter serves adults between the ages of 18-24 in several West County municipalities. Several other St. Louis county resources are also listed in the CHNA report to address ACCESS. -SENIOR CITIZENS- Several concerns listed with regard to the elderly in the community include access to care and ability to pay for necessary services, safety in the home, managing medications, etc. St. Luke's Hospital provides a scope of services which address these, and other issues affecting the elderly. These services include: -Home Health Services- St. Luke's Home Health team works closely with the patient's physician to develop a plan to provide care for the patient at home. -Senior Solutions- is a partnership between St. Luke's Hospital and St. Andrew's Resources for Seniors System, providing customized support for seniors living in their own homes, retirement living communities, assisted living facilities and skilled nursing facilities. St. Luke's also refers patients and community members seeking additional resources or care to the following organizations: -Alzheimer's Association -Extra Help Program -Missouri Aging Information Network -Missouri Rx -Show Me Falls Free Missouri -Supplemental Nutrition Assistance Program -SUBSTANCE ABUSE- Four major concerns regarding drug and alcohol abuse were identified by focus group respondents: (1) prescription medication abuse, (2) illegal drugs, (3) binge drinking in females over the age of 65, and (4) the use of multiple medications at the same time. Several resources in St. Louis County exist with a focus on providing intervention and treatment for these issues: -Alcoholics Anonymous St. Louis Chapter -Barnes-Jewish Hospital chemical Dependency Program -CenterPointe Outpatient Center -Hyland Behavioral Health -Mercy Behavioral Health -National Council on Alcoholism and Drug Abuse (NCADA) - St. Louis Area -Providence Counseling -MENTAL HEALTH- The stakeholder focus groups identified two major needs for mental health within the West County area: 1) A need for outpatient mental health for adults and 2) a need for adolescent day care for children discharged from hospitals needing extra support. St. Louis County has a very robust offering of behavioral health services to adequately address this health issue: -Barnes-Jewish Hospital -Mercy Hospital -SSM DePaul Health Center -SSM St. Mary's Health Center -St. Anthony's Medical Center -St. Louis Children's Hospital -Grace Hill Clinic -Kids First in St. Louis County The St. Louis County Health and Wellness program offers a Family Mental Health Collaborative, which focuses on meeting the mental health needs of St. Louis County. The services are provided on a sliding scale based on the family's income and insurance plan. -CULTURAL COMPETENCE & HEALTH LITERACY- Being "health literate", or having someone act as an advocate on your behalf, is a necessary requirement in today's complex health system for a person to receive timely and effective healthcare services. St. Luke's Hospital supports the patient care needs and educational needs of patients and families through a library of print and online resources, as well as one-on-one patient education. Additionally, we maintain the competency of our professional staff by providing educational courses that are available throughout the year. In 2015, the hospital group met again to develop a collaborative focus group for community input, which was conducted on July 23, 2015. The hospital group included the previous hospital participants and Mercy Hospital also joined. The research objective was to determine if the needs identified in the 2013 CHNA are still the right focus areas, and assess where there are gaps in the plans to address prioritized needs. The discussion was also intended to identify any emerging needs and anticipated needs to plan for. The organizations represented at the focus group included: American Heart Association, St. Louis Suburban School Nurses, Missouri House of Representatives, Catholic Family Services, National Council on alcoholism & Drug Abuse, Manchester United Methodist Church, South County Health Center, ALIVE, Lemay Fire Protection District, Office of the County Executive, St. Louis Crisis Nursery, Behavioral Health Network, Mid-East area on Aging, St. Louis County Department of Health, Regional Health Commission, Feed My People, American Cancer Society, Jewish Community Center, United Way and People's Health Centers. There was general consensus from participants that the priority issues from the 2013 CHNA should still be the areas of focus. Several issues were identified as areas of concern for consideration for collaboration within the community: Alcohol/Substance Abuse: Incidence has risen substantially, especially for heroin and prescription drug abuse. Fewer treatment services are available for those with addiction, particularly for inpatient treatment. Senior Services/Social Support: The senior population is increasing. It is often difficult for seniors to get transportation to the hospital or physician appointments. Maternal/Child Health: St. Louis County has a high infant mortality rate. SUPPLEMENTAL INFORMATION 5 part v, section b, line 13h: St. Luke's rehabilitation Hospital MEDICAID PENDING. supplemental information 6 PART V, SECTION B, LINE 16: St. Luke's rehabilitation Hospital ST. LUKE'S REHABILITATION HOSPITAL (THE REHAB HOSPITAL) RECEIVES PATIENTS ON A REFERRAL-ONLY BASIS, MANY OF WHOM ARE REFERRED BY ST. LUKE'S HOSPITAL. THE REHAB HOSPITAL HONORS THE FINANCIAL ASSISTANCE DETERMINATIONS MADE BY ST. LUKE'S HOSPITAL UNDER ITS FINANCIAL ASSISTANCE POLICY, WHICH IS PUBLICIZED WITHIN THE COMMUNITY SERVED BY BOTH FACILITIES. supplemental information 7 PART V, SECTION B, LINE 22B: St. Luke's Hospital The Hospital facility used the three lowest reimbursement commercial plans to determine the maximum amounts that will be charged for emergency or medically necessary care for uninsured patients. The facility looked at the overall realization of those plans and charges that an individual will personally pay were set to be equal to or less than AGB. supplemental information 8 PART V, SECTION B, LINE 22B: St. Luke's Rehabilitation Hospital THE REHAB HOSPITAL RECEIVES PATIENTS ON A REFERRAL-ONLY BASIS, MANY OF WHOM ARE REFERRED BY ST. LUKE'S HOSPITAL. IN ACCORDANCE WITH ST. LUKE'S HOSPITAL'S FAP, THE REHAB HOSPITAL USED THE THREE LOWEST REIMBURSEMENT COMMERCIAL PLANS TO DETERMINE THE MAXIMUM AMOUNTS CHARGED FOR EMERGENCY OR MEDICALLY NECESSARY CARE FOR UNINSURED PATIENTS. THE FACILITY LOOKED AT THE OVERALL REALIZATION OF THOSE PLANS AND CHARGES THAT AN INDIVIDUAL WILL PERSONALLY PAY WERE SET TO BE EQUAL TO OR LESS THAN AGB. 4 ST LUKE'S HOSP SK NURS FAC-SURREY PLACE 14701 OLIVE BLVD CHESTERFIELD MO 63017 SKILLED NURSING/RESIDENTIAL CARE FACILITY ST LUKE'S HOSPITAL HOME HEALTH AGENCY 111 S WOODS MILL RD CHESTERFIELD MO 63017 HOME HEALTH SERVICES ST LUKE'S HOSPITAL HOSPICE 111 S WOODS MILL RD CHESTERFIELD MO 63017 HOSPICE CARE GATEWAY ENDOSCOPY CTR (JV - 20 OWNED) 12855 N 40 DR SUITE 150 ST LOUIS MO 63141 GASTROINTESTINAL ENDOSCOPY supplemental information 1 PART I, LINE 3C N/A SUPPLEMENTAL INFORMATION 2 PART I, LINE 6A N/A-ISSUED THROUGH MISSOURI HOSPITAL ASSOCIATION SUPPLEMENTAL INFORMATION 3 PART I, LINE 7G N/A SUPPLEMENTAL INFORMATION 4 PART I, LINE 7 COLUMN (F) TOTAL COMMUNITY BENEFIT EXPENSE COLUMN (C) AS A PERCENT OF TOTAL EXPENSE LINE 7A: CHARITY CARE 1.36% LINE 7B: UNREIMBURSED MEDICAID 2.03% LINE 7D: TOTAL CHARITY CARE AND GOVT. PROGRAMS 3.39% LINE 7E: COMMUNITY HEALTH IMPROVEMENT SERVICES .36% LINE 7F: HEALTH PROFESSIONS EDUCATION 1.53% LINE 7G: SUBSIDIZED HEALTH SERVICES .30% LINE 7I: CASH AND IN-KIND CONTRIBUTIONS .16% LINE 7J: TOTAL OTHER BENEFITS 2.35% LINE 7K: TOTAL FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS 5.74% BAD DEBT EXPENSE SUBTRACTED FROM LINE 7, COLUMN (F): N/A-BAD DEBT IS A REDUCTION OF PATIENT REVENUE. SUPPLEMENTAL INFORMATION 5 PART II: COMMUNITY BUILDING ACTIVITIES St. Luke's works with its denominational sponsors, the Episcopal and Presbyterian USA Churches (the Churches), to improve the health of the greater St. Louis community in body, mind and spirit. Through various communications and outreach efforts, St. Luke's works to create a stronger connection with the Churches and community to show how St. Luke's lives out its mission and ministry of healing. Key initiatives include: 1) Annual representation at a meeting of the Presbytery of Giddings-Lovejoy/Episcopal Diocese of Missouri by the Pastoral Care Director to provide an overview of annual mission activities; 2) Annual mission brochure to describe hospital services, community outreach, education, provision of charity care to the uninsured and underinsured within the community, and information about other resources provided by the hospital, such as Meals on Wheels and the Pediatric Care Center; 3) Annual Founder's Day celebration at St. Luke's attended by Hospital physicians, employees, volunteers and clergy leaders from throughout the area to celebrate the renewal of St. Luke's mission and communicate how it is lived out in the daily services provided to the community; 4) Raising awareness about the St. Luke's Pastoral Care Department and Clinical Pastoral Education program; and 5) Identifying opportunities to provide health education articles and information about upcoming healthy living events to the Presbytery/Diocese. SUPPLEMENTAL INFORMATION 6 PART III, LINES 2 AND 3: COSTING METHODOLOGY COST TO CHARGE RATIO SUPPLEMENTAL INFORMATION 7 PART III, LINE 3: BAD DEBT EXPENSE ST. LUKE'S CONSIDERS THIS PORTION OF BAD DEBT EXPENSE A COMMUNITY BENEFIT AS IT IS THE ADDITIONAL COST OF PROVIDIING FINANCIAL ASSISTANCE TO THE COMMUNITY. SUPPLEMENTAL INFORMATION 8 PART III, LINE 4 Note 2-Summary of Significant Accounting Policies-Net Patient Service Revenues (St. Luke's Health Corporation Notes to Consolidated Financial Statements)- "St. Luke's records a provision for uncollectible receivables related to uninsured patients, and to the patient responsibility portion of those patients covered by third-party payors, in the period the services are provided and based on historical experience." SUPPLEMENTAL INFORMATION 9 PART III, LINE 8 Provision of care to Medicare beneficiaries meets a need in the community and any shortfall is considered to be a community benefit. Costing methodology used to determine Medicare allowable costs - cost to charge ratios/Medicare cost report. SUPPLEMENTAL INFORMATION 10 PART III, LINE 9B Collection policy regarding patients who are known to qualify for charity care or financial assistance - St. Luke's Hospital has developed policies and procedures for internal and external collection practices that take into account the extent to which the patient qualifies for charity, a patient's good faith effort to apply for a governmental program or for charity from St. Luke's Hospital, and a patient's good faith effort to comply with his or her payment agreements with St. Luke's Hospital. For patients who qualify for financial assistance and who are cooperating in good faith to resolve their hospital bills, St. Luke's Hospital may offer extended payment plans, will not impose wage garnishments or force a foreclosure on primary residences, will not impose actions that force bankruptcy and will not send unpaid bills to outside collection agencies. St. Luke's Hospital adheres to the laws of the Fair Debt Collection Practices Act and the Association of Credit and Collection Professional's Code of Ethics and Professional Responsibility and patients are treated with dignity, respect and in line with our mission and values. SUPPLEMENTAL INFORMATION 11 PART VI, LINE 2: NEEDS ASSESSMENT ALSO, SEE ST. LUKE'S HOSPITAL COMMUNITY HEALTH NEEDS ASSESSMENT 2013 ATTACHED. St. Luke's Hospital has a strong commitment to the health of our community. Through the hospital and more than 25 affiliated facilities, we impact the health of patients every day. Beyond delivering inpatient and outpatient care, we have an active community outreach offering that provides nearly 1,000 educational and preventive health opportunities each year to our community, impacting nearly 40,000 people. Additionally, we work with employers across the area to bring health education and screenings to their worksites. As part of the Patient Protection and Affordable Care Act all non-profit hospitals are conducting Community Health Needs Assessments to evaluate the community needs and ensure we are offering programming and services to meet these needs. Based on our analysis from survey data and feedback from health experts and the community, the primary areas of focus for our implementation plan include: -Obesity and Sedentary Lifestyle -Cancer Screenings and Support Services -Management of Chronic Conditions St. Luke's Community Health Needs assessment and Report is the product of an 18-month process to identify and assess the full scope of needs of the West St. Louis County population through input solicited from area health experts and community leaders, and selected primary and secondary survey sources of input to identify target areas for improvement. The needs assessment document provides details about the data collection, community input and the analysis of existing programs and resources to meet identified community needs. We are also developing an implementation plan with ways to enhance our educational programs and partner with community organizations to improve the quality of life in our community. Implementation Plan Highlights are located on the Hospital website- www.stlukes-stl.com: -Health Priority: Obesity and Sedentary Lifestyle - Goal: Increase number of adults reporting a healthy BMI range (<25) and reporting engaging in regular exercise most days of the week (5 or more). Strategies: o Partner with area employers to provide health assessment, risk identification and consultation o Sponsor free or low-cost community events which advocate an "active" lifestyle o Sponsor free Day of Dance event annually which includes BMI screenings o Implement Partnership for a Healthier America program to support healthy eating o Offer free or low-cost weight management classes to the community o Partner with community groups to sponsor walks/runs and healthy lifestyle events -Health Priority: Cancer Screenings and Support Services- Goal: Increase number of people receiving age/risk appropriate colonoscopies and mammograms. Strategies: o Increase # of community sites for mobile mammography van o Increase educational opportunities on women's health/breast health o Implement easy referral process for physicians to recommend appropriate screenings Goal: Identify lung cancer in early stages to decrease morbidity. Strategies: o Offer free or low-cost CT Lung scans to risk-identified community members through Lung Cancer Screening Program and smoking cessation counseling if appropriate. -Health Priority: Prevention of Chronic Conditions - Goal: Increase the number of people reporting a normal blood pressure and normal blood glucose. Strategies: o Provide free blood pressure screenings and free or low-cost cholesterol/glucose screenings with consultation o Provide free community classes for those who have or are at risk for diabetes or heart disease o Utilize HeartCaring materials to educate and increase awareness of prevention of heart disease, especially in women o Educate community members on risk factors of a stroke and steps to take for immediate action if symptomatic SUPPLEMENTAL INFORMATION 12 PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE Patients are informed about St. Luke's Financial Assistance process in a number of ways: - Financial counselors and Social workers are available to patients during their stay. - Patient financial Services attempts to contact scheduled patients prior to services to provide patients with their expected amounts due and discuss payment/discount options. - Discussions about financial assistance occur when speaking to patients on the phone about their account balances. - Information regarding the Financial Assistance Policy is located via the: - Website - Billing statements - Registration booklets/brochures SUPPLEMENTAL INFORMATION 13 PART VI, LINE 4: COMMUNITY INFORMATION St. Luke's serves the region from more than 25 locations across St. Louis and St. Charles counties, with its secondary service area including portions of the city of St. Louis, Franklin county and Jefferson County. The geographic area population is greater than 1.3 million, with over 500,000 households. In addition, patients from St. Clair and Madison counties in Illinois utilize St. Luke's Hospital. SUPPLEMENTAL INFORMATION 14 PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH Additional community support includes: - St. Luke's offers a free membership program to community women called Spirit of Women. This national program focuses on advancing women's healthcare and inspiring women to take action for their health and the health of their families. 13,000 women have joined the program to-date to receive ongoing health information about key health topics and information on many free health education programs offered by St. Luke's. - St. Luke's supports the Leadership Chesterfield program by providing speakers and meeting rooms for this group. This program is structured to challenge business professionals and community members by addressing topics such as government and public service, history, arts and culture, education and training, health care and quality of life, and community growth and development. - St. Luke's participates on the Chesterfield Chamber of Commerce board of directors and is an active participant in various area Chambers of Commerce within its service area. - St. Luke's participates on the YMCA West County board of directors, Girl Scouts of Eastern Missouri board of directors and other various local boards. - A St. Luke's Leadership Team member participates in an active role on the Health subcommittee for Partners for Progress of St. Charles County, which is affiliated with the economic development center. This committee meets to discuss Environment and infrastructure, education, health and public policy. - A St. Luke's Sr. staff member participates on the Episcopal-Presbyterian trust fund board which donates significant monies to help the poor in the city of St. Louis. - A St. Luke's Sr. staff member participates on the Chesterfield Development Advisory Board. This group provides a sounding board for the Mayor and staff, as well as an opportunity to seek the opinion of local business leaders. - St. Luke's Community Outreach Department strongly supports the area's school nurses, providing meeting rooms and Missouri Nursing Association (MONA) credit hours for their educational monthly meetings and an annual "Concepts in School Nursing" workshop. Focus is on the key "hot topics" school nurses must address to keep students healthy and safe in the school environment. - St. Luke's has participated in the St. Louis Internship Program for nearly 15 years. This program is designed to invest in our community by offering support in life skills and inspiration to underserved high school students. As a corporate partner, St. Luke's helps these students realize their potential by exposing them to healthcare job opportunities and providing them with meaningful work during an 8 week summer internship. Each summer, St. Luke's sponsors 4-8 high school interns. St. Luke's has been recognized by the Board of the St. Louis Internship Program for the hospital's consistent dedication to these youth and for the high marks the interns give the hospital for their professional work experience. Approximately 95 percent of the interns graduate from high school and go on to post-secondary education or training. St. Luke's is a proud participant in the program, believing that the entire community benefits because the program increases the skilled talent in the workforce and cultivates future St. Louis leaders. - St. Luke's also partners with academic facilities throughout the region by providing supervised internships for college and graduate students in various healthcare fields (nursing, physical therapy, hospital administration, health information services, social services, etc. ). These internships provide new graduates with the real life professional experiences they need prior to entering the workforce as a healthcare professional. - St. Luke's offers use of its Institute for Health Education auditorium and meeting space free of charge to area non-profits for health education and support groups. - St. Luke's Physicians and health educators author two health columns in the St. Louis Post-Dispatch newspaper each month to raise awareness about key health topics. The physicians and health educators also conduct media interviews for print and television on key health topics to help educate the public on diagnosis and treatments for various medical conditions. - St. Luke's works with area public and private high schools and colleges to provide "shadowing" experiences for students interested in the medical profession. This enables students to gain additional knowledge to help guide them in their choice of professional careers. Other Services Provided: St. Luke's Hospital is a regional Health Care provider committed to improving the quality of life for patients and the community. St. Luke's offers services from more than 25 locations with services in 60 specialty areas including cardiovascular care and surgery, cancer care, neurosurgery and neurology, orthopedics, maternity and other women's health, general medicine, outpatient services, pediatrics and comprehensive surgical services. Given the dramatic growth in the number of people using the internet to obtain information on healthcare, St. Luke's utilizes technology resources to improve the health of the community and educate patients and the public by offering the following health information: - Women's Center - Provides in-depth information on the prevention, diagnosis, treatment, and care of conditions that affect women of all ages. - Pediatric Center - Provides in-depth information on the prevention, diagnosis, treatment, and care of conditions that affect newborns, children, and adolescents. - Senior Center - Provides in-depth information on the prevention, diagnosis, treatment, and care of conditions that become more common as people age. - Men's Center - Provides in-depth information on the prevention, diagnosis, treatment, and care of conditions that affect men of all ages. - Multimedia Encyclopedia - Take charge of your health and gain knowledge by watching informative multimedia presentations. - Symptom Navigator - "Where does it hurt?" - My Checkups - Know when to schedule important exams. - In-Depth reports - 100 topics for advanced study. - Pregnancy Health Center - Important information designed to guide you through your pregnancy - you will see how your baby develops each week, find helpful planning tips, and learn what to expect from labor and delivery. - Surgery and Procedures - Includes descriptions, visual illustrations and indicators for specific surgeries. - Health Care Guides - Educational materials for specific conditions including: high blood pressure, high cholesterol, allergies and Type I diabetes. - Wellness Tools - Health calculators including: body mass index, calorie burner counter, target heart rate, ideal body weight, nutritional needs and waist to hip calculators. - Drug Interaction Center - Medication information including description of the medicines, possible interactions and reasons for taking prescribed medications. - Drug Notes - Medications in alphabetical order. - Body Guide - Interactive guide to all 12 body systems. - Animation Player - Visually-rich, multimedia presentation. - Heart Aware Risk Assessment - This assessment helps patients assess and identify potential risk of heart disease and other health concerns. St. Luke's Hospital Early Detection Center contacts at risk patients to schedule a free follow-up evaluation with a registered heart caring professional. This 45-minute appointment includes a free cholesterol/glucose screening, a blood pressure check and personal consultation on screening results. - Other health aware risk assessments - These online assessments for stroke, spine issues and sleep health, diabetes and lung health provide the community with estimated risk for various conditions. Medical Staff: St. Luke's Hospital extends medical staff privileges to all qualified physicians in the community for primary care services (i.e. Internal medicine and pediatrics). Of the current 809 physicians on the Medical staff, 94% are board certified. Governing Body: St. Luke's Hospital has 19 voting members on its Board of Directors. They include community and corporate leaders as well as physicians and representatives of both the Episcopal and Presbyterian churches. Allocation of surplus funds: Positive financial results support 1) investment in strategic capital expenditures and new technology, 2) growth and expansion of services to meet identified community needs, and 3) recruitment and retention of qual SUPPLEMENTAL INFORMATION 15 PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEM N/A SUPPLEMENTAL INFORMATION 16 PART VI, LINE 7: STATE FILING OF COMMUNITY BENEFIT REPORT N/A - VOLUNTARY PARTICIPATION IN AN ANNUAL COMMUNITY INVESTMENT SURVEY THROUGH THE MISSOURI HOSPITAL ASSOCIATION (MHA) X true true X X X X X X false true false false false false false false false Jerome G Piontek MD Director 0 389662 0 0 0 0 0 8450 0 0 0 398112 0 0 Gary Olson President and CEO thru 1/15 634040 0 150000 0 0 0 29250 0 11135 0 824425 0 0 0 Scott Johnson Vice President Finance and CFO 387718 0 58050 0 0 0 9750 0 16576 0 472094 0 0 0 David Krajcovic MD Chief Department of Surgery 0 252052 0 0 0 0 0 15500 0 11135 0 278687 0 0 Paul Mennes MD Chief OF Med. thru 09/14 0 256727 0 0 0 0 0 3185 0 7423 0 267335 0 0 Maged Haikal MD Chief OF Med. 0 896105 0 0 0 0 0 16250 0 9117 0 921472 0 0 Sue Adams Executive Director Development 162093 0 25018 0 0 0 8966 0 9117 0 205194 0 0 0 Jan Hess Vice President 212722 0 27593 0 0 0 27148 0 11135 0 278598 0 0 0 Brenda Kelly VP Surgical Services 209377 0 29207 0 0 0 27012 0 11135 0 276731 0 0 0 William Meyer Chief Information Officer 261125 0 37254 0 0 0 29250 0 11135 0 338764 0 0 0 Don Miller VP Operations 249055 0 36354 0 0 0 13650 0 15680 0 314739 0 0 0 Diane Ray VP Patient Service 218041 0 31608 0 0 0 28576 0 16576 0 294801 0 0 Janette Taaffe VP Human Resources 198444 0 28102 0 0 0 14439 0 15519 0 256504 0 0 0 Hope Cranston D'Amato MD Medical Director ICU 512418 0 0 0 0 0 11050 0 11135 0 534603 0 0 Abdul Moheet MD Emergency Department 440970 0 0 0 0 0 16250 0 16576 0 473796 0 0 0 Eric Jenkins MD CVICU 389497 0 0 0 0 0 11050 0 16233 0 416780 0 0 0 Barry Hendrickson MD CVICU 350690 0 0 0 0 0 16250 0 16576 0 383516 0 0 0 Michael Klevens MD Emergency Department 347791 0 0 0 0 0 11050 0 16576 0 375417 0 0 0 PART I, LINE 4B Certain employees participate in a supplemental nonqualified deferred compensation arrangement. No persons listed in Part VII received a distribution under this plan in calendar 2014. PART I, LINE 7 The filing organization is a member of a regional healthcare system controlled by St. Luke's Health Corporation. THE EXECUTIVE INCENTIVE COMPENSATION PLAN RECOGNIZES AND REINFORCES THE HOSPITAL'S STRATEGIC BALANCED SCORECARD OBJECTIVES. The incentive compensation plan is determined by a fixed formula based on achieving certain goals and objectives each year. The objectives are built around four perspectives including: 1. PATIENT/PHYSICIAN/COMMUNITY 2. EMPLOYEE 3. INTERNAL BUSINESS 4. FINANCIAL THE INCENTIVE PAY IS BASED ON MEASURABLE RESULTS AGAINST PRE-DETERMINED GOALS FOR THE OFFICERS, VICE PRESIDENTS AND DEPARTMENT DIRECTORS OF THE HOSPITAL. A HEALTH & EDUCATIONAL FACILITIES - STATE OF MO 431178966 60635RY68 2007-01-09 56215363 SEE PART VI false false false B HEALTH & EDUCATIONAL FACILITIES - STATE OF MO 431178966 60637ABJ0 2011-09-08 45299701 refund series 2011 bonds - 6/14/01 false false false A 0 0 57062584 0 0 0 549996 0 0 31129830 25311196 0 2008 true false true true B 13680000 0 45299701 0 0 0 551581 0 0 0 44748120 0 2011 true false true true A false false true false false 0 false false false true B 0 A false false false true false false 0 false 0 false true B false true false false 0 false 0 false true A true B true PART I, SECTION A, COLUMN F 2006 BONDS ISSUED JANUARY 9, 2007 AT A FIXED RATE WITH PROCEEDS OF $56 MILLION USED IN PART TO REFUND A PORTION OF SERIES 2001 BONDS (ISSUED JUNE 14, 2001) AND TO PARTIALLY FINANCE CAPITAL IMPROVEMENTS. PART II, LINE 3, COLUMN A The difference between proceeds and issue price is interest earned on the project fund. PART II, LINE 11, COLUMNS A & B PROCEEDS USED TO CURRENTLY REFUND PRIOR ISSUE. PART IV, LINE 2C REBATE CALCULATION PERFORMED JANUARY, 2012 WITH NO REBATE PAYMENT OR YIELD REDUCTION PAYMENT REQUIRED. ST LUKE'S ORTHO SERV LLC SEE PART V BELOW 363141 SEE PART V BELOW false Supplemental Information 1 PART IV, LINE 1: The interested person is more than 5% owned by Dr. Jerome Piontek, current director. BREAK OUT OF TRANSACTIONS: $ 519,999 MANAGEMENT SERVICES (20,000) GUARANTEED PAYMENTS (136,858) PARTNERSHIP DISTRIBUTIONS ----------- $ 363,141 TRANSACTION TOTAL - NET X 21 2169742 FMV false true true PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. PART I, LINE 32B ST. LUKE'S EPISCOPAL-PRESBYTERIAN HOSPITALS USES AN OUTSIDE TRUST COMPANY TO SELL EQUITY Securities CONTRIBUTED TO THE ORGANIZATION. GENERAL STATEMENT 1 Part III, Line 1: Description of Mission Our Mission Faithful to our Episcopal-Presbyterian heritage and its ministry of healing, St. Luke's Hospital is dedicated to improving the health of the community. Using talents and resources responsibly, our medical staff, employees and volunteers provide care for the whole person with compassion, professional excellence and respect for each other and those we serve. Living Our Mission Mission outreach is a founding principle of St. Luke's Hospital, which had its beginnings February 28, 1866. We celebrate Founders' Day to remember our heritage and to honor our founders, whose vision we continue to live out each day. We remember and reaffirm our mission, which is the foundation supporting our service in and to the community. St. Luke's lives out its ministry of healing by dedicating itself to improving the health of the community through the wide array of services it makes available to the St. Louis metropolitan area. Our mission commitment includes the vital areas of community outreach, community health, community health information and education and community services. St. Luke's vision as a premier regional healthcare provider is a catalyst for building a healthy community. We stress education regarding lifestyles, nutrition, immunization and other methods of maintaining the health of the body and the spirit. We find new and innovative means of bringing this message to the community, including the underserved. St. Luke's provides quality medical care to patients regardless of race, creed, sex, national origin, handicap, age or ability to pay. As we continue to provide quality and compassionate care to heal the acutely ill in our hospital and skilled nursing facility in a cost-efficient manner, we also increase our efforts to assist those who are living with chronic disease in their homes, to relieve their suffering and improve their quality of life. St. Luke's Home Health and Hospice services are integral to this effort. In addition to the regular services we provide, as a not-for-profit organization, St. Luke's continues to provide much needed charitable care to people throughout the St. Louis area. We support a wide variety of community causes and outreach efforts, both externally and internally, from sponsoring free clinics and screenings for the underserved, to making available an employee crisis fund which serves those in need. These important endeavors embrace a common thread congruent with our mission statement by providing services for those who may otherwise go without. As we receive input, we measure and evaluate our efforts to be sure that what we do brings benefit to the people in our community. We continually refine our approaches to maintain and improve community health and wellness. GENERAL STATEMENT 2 Part III, Line 4A: Program Services Description of Services Provided Medically-necessary health services are provided to all individuals in a non-discriminatory manner regardless of race, color, national origin, religion or ability to pay. Our 493-bed, not-for-profit hospital serves the region from more than 25 locations across the greater St. Louis area including St. Louis and St. Charles Counties. St. Luke's comprehensive approach to healthcare includes a hospital, an outpatient center, a skilled nursing/residential care facility, seven urgent care centers, convenient care center, a rehabilitation hospital, diagnostic imaging centers, a vascular access center, home health services and hospice services. Nationally-recognized for clinical excellence, St. Luke's offers care in more than 60 specialty areas including cancer care, orthopedics, neurosurgery and neurology, cardiology and cardiovascular surgery, women's services (including obstetrics), pediatrics, urgent care, pulmonary medicine, sleep medicine and wellness services for adults with Down syndrome. Additionally, St. Luke's Hospital is the exclusive Spirit of Women Hospital in St. Louis and has been recognized as a Spirit of Women Premier Hospital for its focus on elevating the standards in women's health. The national designation is based on a comprehensive evaluation of innovation and excellence in women's health care and community outreach developed in consultation with the Office on Women's Health in the U.S. Department of Health and Human Services. To further our mission of providing care for the medically underserved and underinsured, St. Luke's Hospital operates a pediatric care center which provides healthcare to children in a private practice setting and education and social support services to their families. St. Luke's is the only St. Louis hospital recognized as one of America's 50 Best Hospitals by HealthGrades (2007-2015). As one of America's 50 Best Hospitals, St. Luke's ranks among the top one percent of hospitals in the nation for clinical excellence based on survival and complication rates. According to HealthGrades, an independent healthcare ratings company, patients admitted to an America's 50 Best Hospital are more likely to have successful treatment without major complications. St. Luke's Hospital is among the top 10 percent of hospitals in the nation for cardiology services (2012-2015), pulmonary services (2003-2015), neurosurgery (2012-2015) and gastrointestinal medical treatment (2010-2015), according to a hospital quality study published by Healthgrades, an independent healthcare ratings organization. St. Luke's Hospital is a recipient of the 2015 Healthgrades Outstanding Patient Experience Award. This distinction places St. Luke's among the top five percent of hospitals nationwide based on analysis of patient satisfaction data. This is the fifth year in a row (2011-2015) that St. Luke's has received this award. St. Luke's Hospital has received the 2015 Healthgrades Women's Health Excellence Award for the seventh year in a row. St. Luke's is the only Missouri hospital to achieve the Healthgrades honor this many consecutive years (2009-2015). The recognition distinguishes St. Luke's as a top-performing hospital in women's health services, including cardiac care, vascular surgery, stroke care, respiratory services, orthopedic surgery and spine surgery. In addition to clinical honors, St. Luke's has received honors based on employee feedback including Best Places to Work, from the St. Louis Business Journal, 2010-2015 and Top Workplaces, from the St. Louis Post-Dispatch, 2014 and 2015. The hospital was also named to the Healthiest Employer list from the St. Louis Business Journal from 2012 to 2014. GENERAL STATEMENT 2 (CONTINUED) PART III, Line 4a: Program Services Resources invested and program services to support mission In support of our mission, St. Luke's Hospital provides care to patients regardless of their ability to pay, which includes those who lack financial resources and are deemed to be medically indigent. In addition, the organization provides services to other medically indigent patients under various state Medicaid programs. Such programs pay providers amounts that are less than the related costs for the services provided to the recipients. Each year, we invest considerable resources to improve the health, wellness and quality of life in our community. In response to identified needs, St. Luke's also benefits the community in the following ways: - St. Luke's support for the Residency in Internal Medicine program is an integral part of our service to the community by preparing new physicians. At any given time, there are about 40 medical residents in the program. This program provides a unique opportunity for training in primary care internal medicine at both St. Luke's Hospital and public health clinics serving the needs of the indigent population in the St. Louis area. St. Luke's medical residents also provide community service by speaking at schools and to various civic organizations. Training opportunities for health professionals in nursing, pharmacy and other health specialties are available. - St. Luke's offers continuing medical education (CME) for physicians. The program recently earned a six-year accreditation with commendation by the Accreditation Council for Continuing Medical Education (ACCME), ranking among the top 15 percent of CME providers in the United States, including some of the nation's most prestigious medical schools. The program continues its proud tradition and service. - St. Luke's Hospital provides pastoral care services around the clock seven days a week, as well as a fully accredited ACPE Clinical Pastoral Education (CPE) Program. Both of these services are provided through St. Luke's Pastoral Care Department. St. Luke's Pastoral Care Department provides pastoral care to patients, their families and loved ones, visitors, staff, and physicians 24/7 in the Hospital and Surrey Place (St. Luke's skilled nursing facility). We also do so at St. Luke's Rehabilitation Hospital upon request. The Pastoral Care Department participates in St. Luke's ministry of healing by working with the health-care team to provide holistic care for patients, their families, visitors, physicians and employees of all faiths. The department holds regular worship services, including Episcopal and Presbyterian Eucharist Services, Roman Catholic Mass, ecumenical worship services, morning and evening prayer services and other liturgical services on special feast days. Clinical Pastoral Education (CPE) at St. Luke's Hospital, accredited by the Association of Clinical Pastoral Education, Inc., is theological and professional education for ministry. Chaplains of various faith traditions minister to persons in crisis situations, reflecting on their ministry encounters to develop their pastoral practice. - St. Luke's Mission Outreach Committee, comprised of employees across the organization, coordinates efforts throughout the year which employees, patients and physicians generously support initiatives such as winter clothing drives, health screenings, food drives and school supply drives to support the families of the St. Luke's Pediatric Care Center, Isaiah 58 Ministries and Operation Food Search. - St. Luke's Pediatric Care Center is a mission-based agency of St. Luke's Hospital that has been providing care for medically underserved and underinsured children in the St. Louis region for more than 60 years. The Center, located in North St. Louis County, offers care for children from birth to age 18 in a private practice setting rather than in a clinic setting. The primary goal of the Center is to establish and maintain access to healthcare for families through a primary care physician, thereby helping them understand and deal with potential health issues before the issues become serious enough to require acute care. The staff consists of two full-time board certified pediatricians, as well as a site manager, registered nurse, social worker and office coordinator, all of whom are dedicated to improving healthcare for children and families. - We participate in the Meals on Wheels program, which provides meals to community residents who are not able to prepare meals for themselves due to their medical conditions. - St. Luke's HealthAware resource provides free online, confidential risk assessments and personal follow-up for those found at risk for heart disease, stroke, sleep apnea, diabetes, bladder and back pain. These assessments provide valuable information to help individuals and families determine if they are at risk for these chronic illnesses, enabling them to make more informed, proactive decisions about their health. - Women's Health - St. Luke's helps educate women about important health topics that impact their health and the health of their families. More than 13,000 area women have joined this free membership program to receive health information from St. Luke's via emails and mailed class calendars and women's health magazine. Through a website, women can access monthly health topics as well as easy-to-navigate preventive health information by decade of life. The community is invited to Spirit of Women programming and events throughout the year, ranging from smaller "ask the physician" format discussions to large interactive events such as St. Luke's Day of Dance. This event attracts more than 1,200 women each year who dance for their health and take advantage of free health screenings. - St. Luke's Passport to Wellness program partners with more than 100 local employers for worksite wellness programs, working with them to identify, address and eliminate employee health risks before they result in costly healthcare claims. Our team visits employers free of charge and collects personal health profiles from their employees. Then, we provide a group health report to identify the specific health risks present in their workforce and ways to address these risks. St. Luke's healthcare professionals coordinate and provide on-site low-cost health screenings (cholesterol, glucose, blood pressure, waist measurement), flu clinics, bone density screenings, lunchtime seminars, health coaching and ask the expert tabling events. Educational materials are provided at each offering for the employee and/or family members. St. Luke's also provides employers with access to an Internet-based financial analysis tool that allows the employer to understand the health risks faced by workers, project how healthcare dollars will be spent and identify potential savings through the attainment of a healthier workforce. St. Luke's provides Health Information Centers (wall-mounted displays) at more than 50 employers, which are designed to educate employees on pertinent health issues and provide details regarding available health promotion activities. - St. Luke's Heart Failure Disease Management Program is a referral-based outpatient program designed to provide heart failure patients with effective, state-of-the-art disease management. This comprehensive, integrated program is designed specifically for patients living with heart failure. Patients work with their physicians and the Center's multidisciplinary team to develop an individualized plan of care that includes cardiac diagnostic testing, management of medication, laboratory monitoring, education, counseling and follow-up. Patients and physicians may access the heart failure disease manager 24 hours a day. - St. Luke's Medical Group provides a nurse practitioner and medical assistant each Saturday morning to support the Healing Grace Clinic, housed on the grounds of the Central Baptist Church in Eureka, Missouri. This clinic provides medical care including office visits, testing and medications for people who are uninsured. St. Luke's Hospital has also provided equipment and supplies to the clinic at no cost. Additional services, such as imaging, are provided at no cost through arrangements with St. Luke's health care partners such as Centers for Diagnostic Imaging (CDI). - The Albert Pujols Wellness Center for Adults with Down Syndrome at St. Luke's offers caregiver classes on a variety of topics. Classes and programs are also offered for adults with Down syndrome, covering topics focused on life skills including nutrition, exercise, safety and social/emotional well-being plus those just for fun such as dancing and various arts and crafts. -St. Luke's was the first hospital in Missouri to join the National Hospital Health Food Initiative, part of the Partnership for a Healthy America. With a goal to end the childhood obesity epidemic within a generation, St. Luke's is committed to enhancing on-site food offering GENERAL STATEMENT 3 Part VI, Section A, Line 2 The following persons have a business relationship: Joseph A. Sheehan Scott Johnson John F. Eilermann, Jr. Don Miller GENERAL STATEMENT 4 Part VI, Section A, Line 6: Organization Members or Stockholders St. Luke's Health Corporation, A 501 (C)(3) Organization, is the sole corporate member of St. Luke's Episcopal-Presbyterian Hospitals, a Regional Health Care Provider. GENERAL STATEMENT 5 Part VI, Section B, Line 11: Review of the 990 The Form 990 has been discussed and presented to the Board and its committees. The organization provided a copy of the Form 990 to St. Luke's Health Corporation's executive and finance committee of the Board of Directors prior to filing for review and input. All questions raised were addressed in advance of submission. GENERAL STATEMENT 6 Part VI, Section B, Line 12c: Conflict of Interest Policy The organization monitors and enforces compliance with the policy by providing the policy and questionnaire to each board member at the time of appointment and to each new employee at the time of employment and annually thereafter. Each board member and key employee is required to sign a statement acknowledging he/she has read, understands and agrees to comply with the policy as well as submit the completed questionnaire. Any/all actual or possible conflicts of interest that arise from the forms are disclosed to the Audit Committee. The Audit Committee addresses any potential conflict of interest and takes appropriate action to resolve. The organization considers the possibility that board members or key employees may inadvertently fail to disclose actual or possible conflicts of interest and performs due diligence to address and respond in accordance with the policy. GENERAL STATEMENT 7 Part VI, Section B, Line 15: Compensation Executive, Key Employee and physician salary/compensation information is based on comparative data with like positions in the market. The organization also engaged consultants for independent reviews to ensure compensation for certain of the above employees is fair and within market parameters. The salary data and potential adjustments for executives and key employees are presented to the compensation committee to approve or modify. The compensation committee has representation from the independent members of the board and legal counsel. Minutes are maintained of the discussions and conclusions of the committee. GENERAL STATEMENT 8 Part VI, Section C, Line 19: Public Access Annual Financial Statements including form 990 are available upon request in the administrative office. Any proprietary internal policies or governing documents are available upon request in the administrative office. GENERAL STATEMENT 9 Part VII, Section B, Line 1: Independent Contractors McCarthy Brothers Construction Construction Services $5,830,686 1341 NORTH ROCK HILL ROAD ST. LOUIS, MO 63124 ICS Construction Services LTD Construction Services $1,357,956 2930 MARKET STREET St. LOUIS, MO 63103 Armstrong Teasdale Legal Services $1,330,519 7700 Forsyth Blvd St. Louis, Mo 63105 Nuance Communications Transcription Services $1,255,465 P.O. Box 2561 Carol Stream, IL 60132 Quest Diagnostics Lab Services $1,232,983 3 giralda farms madison, nj 07940 GENERAL STATEMENT 10 Part VIII, Line 10C: Gains and Losses from Investments The organization participates in a system-wide pooled investment program. The investments are reported only as realized gains or losses to each organization and does not report the allocation portion of proceeds and cost basis related to those realized gains/losses. GENERAL STATEMENT 11 Part XI, Line 9: Other Changes in Net Assets Change in Pension Obligation (3,796,015) Transfer to Medical Group (13,453,395) Change in Restricted Assets (3,687,426) ----------- (20,936,836) ST LUKE'S HEALTH CORPORATION 232 S WOODS MILL ROAD CHESTERFIELD MO 63017 431246752 SOLE MEMBER MO 501(C)(3) 11B SL HOSPITALS true ST LUKE'S MEDICAL GROUP 232 S WOODS MILL ROAD CHESTERFIELD MO 63017 431349332 MEDICAL SERV. MO 501(C)(3) 11A SL HLTH CORP true ST LUKE'S DEVELOPMENT CORPORATION 232 S WOODS MILL ROAD CHESTERFIELD MO 63017 431238961 OTHER MISC. MO SL HEALTH CORP C Corp false false true false false false false false false false false false false false false false true false false false ST LUKE'S MEDICAL GROUP b 13453395 FMV ST LUKE'S MEDICAL GROUP p 3999996 FMV