SAINT LUKES PHYSICIAN GROUP INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LUKES PHYSICIAN GROUP INC (EIN 43-1598353)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349304019
- Schema version
- 2013v3.0
- 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 | 2014-11-17T11:05:56-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431598353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LUKES MEDICAL GROUP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 8169322000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E 104TH ST | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64131 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN TAKACS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8169322000 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIM CALLAGHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E 104TH ST | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,212,140 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAINTLUKESHEALTHSYSTEM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | PRIMARY CARE MEDICAL SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 603 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,104,496 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,859,040 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $44,242,521 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $44,352,574 | CYProgramServiceRevenueAmt |
| PY Investment Income | $62,448 | PYInvestmentIncomeAmt |
| CY Investment Income | $526 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $56,409,465 | PYTotalRevenueAmt |
| CY Total Revenue | $57,212,140 | 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 | $38,573,359 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,708,277 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,774,614 | PYOtherExpensesAmt |
| CY Other Expenses | $17,503,836 | CYOtherExpensesAmt |
| PY Total Expenses | $56,347,973 | PYTotalExpensesAmt |
| CY Total Expenses | $57,212,113 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $61,492 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,786,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,752,110 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,392,679 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,590,688 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,393,747 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,161,422 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAINT LUKE'S MEDICAL 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $50,500,876 | ExpenseAmt |
| Revenue | $44,352,574 | RevenueAmt |
| Desc | SAINT LUKE'S MEDICAL GROUP (THE GROUP), IS A PRIMARY CARE MEDICAL GROUP PROVIDING SERVICES TO PATIENTS IN THE KANSAS CITY AND SURROUNDING COMMUNITIES. DURING 2013 THE GROUP RECORDED 274,000 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 2013, THE UNREIMBURSED COST TO PROVIDE CARE TO MEDICAID RECIPIENTS AND CHARITY CARE PATIENTS WAS $257,000 AND $11,000, RESPECTIVELY.THE GROUP EXTENDS THE CHARITABLE, EDUCATIONAL, AND HEALTH MISSIONS OF ITS RELATED HOSPITALS, SAINT LUKE'S HOSPITAL OF KANSAS CITY, SAINT LUKE'S NORTHLAND 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. | Desc |
| Total Program Service Expenses | $50,500,876 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 603 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | 0 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8169322000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 E 104TH ST | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY CALLAGHAN | ||||||||
| DIRECTOR AND CEO | 40.00 | Yes (X) | Yes (X) | $387,422 | $0 | $64,208 | ||
| CHARLES ROBB | ||||||||
| DIRECTOR-TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $728,594 | $264,651 | 50.00 | |
| KENNETH SCOTT MD | ||||||||
| DIRECTOR AND EMPLOYEE | 40.00 | Yes (X) | $306,349 | $0 | $37,712 | |||
| J CHRIS PERRYMAN MD | ||||||||
| DIRECTOR-VP & EMPLOYEE | 40.00 | Yes (X) | Yes (X) | $262,191 | $0 | $28,919 | ||
| STEVEN STILES MD | ||||||||
| DIRECTOR AND EMPLOYEE | 40.00 | Yes (X) | $186,929 | $0 | $31,925 | |||
| MICHAEL AUSMUS MD | ||||||||
| DIRECTOR-SECR & EMPLOYEE | 40.00 | Yes (X) | Yes (X) | $393,021 | $0 | $34,236 | ||
| THOMAS WILLARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CANDACE MCDOWELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARDO LOZADA MD | ||||||||
| DIRECTOR-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $597,683 | $114,529 | 50.00 | |
| STEPHEN TAKACS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $186,659 | $0 | $30,721 | |||
| MITCHELL HAMBURG MD | ||||||||
| PHYSICIAN | 40.00 | $417,104 | $0 | $43,373 | Yes (X) | |||
| RICHARD WHITLOW MD | ||||||||
| PHYSICIAN | 40.00 | $357,232 | $0 | $43,010 | Yes (X) | |||
| VERONICA ANWURI MD | ||||||||
| PHYSICIAN | 40.00 | $378,513 | $0 | $33,397 | Yes (X) | |||
| RONALD NICHOL DO | ||||||||
| PHYSICIAN | 40.00 | $355,501 | $0 | $19,112 | Yes (X) | |||
| LINDA SINGH MD | ||||||||
| PHYSICIAN | 40.00 | $344,171 | $0 | $26,455 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,575,092 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,326,277 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $772,248 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 88 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TURNER CONSTRUCTION COMPANY | |||||
| 2345 GRAND BLVD STE 1000 | KANSAS CITY | MO | 64108 | CONSTRUCTION | $463,912 |
| RELAYHEALTH INC | |||||
| 1564 NE EXPRESSWAY | ATLANTA | GA | 30329 | BILLING SERVICES | $131,321 |
| GENERAL ELECTRIC HEALTHCARE IITS US CORP | |||||
| 40 IDX DRIVE | SOUTH BURLINGTON | VT | 05403 | IDX MAINTENANCE SERVICES AGREEMENT | $130,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $12,859,040 | RelatedOrganizationsAmt |
| Total Contributions | $12,859,040 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT CARE REV | 621110 | $42,281,514 | $42,281,514 |
| EHR MEANINGFUL USE FDS | 621110 | $949,275 | $949,275 |
| OTHER PROGRAM SERVICES | 621110 | $940,801 | $940,801 |
| RENT FROM AFFILIATES | 531120 | $139,334 | $139,334 |
| CLINICAL SPACE RENT | 531120 | $41,650 | $41,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $44,352,574 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501 | TotalRevenueColumnAmt |
| Exclusion | $501 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $25 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $25 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25 | TotalRevenueColumnAmt |
| Exclusion | $25 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,212,140 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,352,574 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $526 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,950,290 | TotalAmt |
| Program Services | $1,281,280 | ProgramServicesAmt |
| Management And General | $669,010 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,714,078 | TotalAmt |
| Program Services | $28,255,735 | ProgramServicesAmt |
| Management And General | $2,458,343 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195,517 | TotalAmt |
| Program Services | $1,070,099 | ProgramServicesAmt |
| Management And General | $125,418 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,802,142 | TotalAmt |
| Program Services | $3,701,265 | ProgramServicesAmt |
| Management And General | $100,877 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,046,250 | TotalAmt |
| Program Services | $1,822,610 | ProgramServicesAmt |
| Management And General | $223,640 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,200 | TotalAmt |
| Management And General | $5,200 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,250 | TotalAmt |
| Management And General | $9,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,440,096 | TotalAmt |
| Program Services | $3,115,449 | ProgramServicesAmt |
| Management And General | $324,647 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,085 | TotalAmt |
| Program Services | $4,598 | ProgramServicesAmt |
| Management And General | $487 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,477,635 | TotalAmt |
| Program Services | $1,094,311 | ProgramServicesAmt |
| Management And General | $383,324 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,108 | TotalAmt |
| Program Services | $116,717 | ProgramServicesAmt |
| Management And General | $108,391 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,481,941 | TotalAmt |
| Program Services | $3,311,732 | ProgramServicesAmt |
| Management And General | $170,209 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,244 | TotalAmt |
| Program Services | $17,420 | ProgramServicesAmt |
| Management And General | $11,824 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,853 | TotalAmt |
| Program Services | $24,018 | ProgramServicesAmt |
| Management And General | $25,835 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,221 | TotalAmt |
| Program Services | $838,422 | ProgramServicesAmt |
| Management And General | $3,799 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,042,551 | TotalAmt |
| Program Services | $953,316 | ProgramServicesAmt |
| Management And General | $89,235 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SHARED SERVICES-SLHS | $2,920,000 | $954,085 | $1,965,915 |
| PHARMACUETICALS | $1,635,093 | $1,635,093 | $0 |
| BAD DEBT | $1,398,218 | $1,398,218 | $0 |
| MEDICAL SUPPLIES | $792,245 | $791,887 | $358 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,096 | TotalAmt |
| Program Services | $114,621 | ProgramServicesAmt |
| Management And General | $35,475 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,212,113 | TotalAmt |
| Program Services | $50,500,876 | ProgramServicesAmt |
| Management And General | $6,711,237 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,919 | BOYAmt |
| EOY | $49,851 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,226,599 | BOYAmt |
| EOY | $3,841,276 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,279,014 | BOYAmt |
| EOY | $3,059,844 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,568 | BOYAmt |
| EOY | $158,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,686,503 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,151,339 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,632,387 | BOYAmt |
| EOY | $4,535,164 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,939 | BOYAmt |
| EOY | $1,107,447 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,786,426 | BOYAmt |
| EOY | $12,752,110 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,969,713 | BOYAmt |
| EOY | $3,374,998 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,583 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,383 | BOYAmt |
| EOY | $215,690 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,392,679 | BOYAmt |
| EOY | $3,590,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,393,747 | BOYAmt |
| EOY | $9,161,422 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,393,747 | BOYAmt |
| EOY | $9,161,422 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,786,426 | BOYAmt |
| EOY | $12,752,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $27 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$232,352 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $3,736 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $3,736 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LINE F - PORTION OF DUES PAID TO ASSOCIATIONS AND CHAMBERS USED TOWARD LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,954 | OtherCostOrOtherBasisAmt |
| Book Value | $66,954 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,682,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,150,690 | DepreciationAmt |
| Book Value | $1,531,675 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,290,016 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,655,539 | DepreciationAmt |
| Book Value | $1,634,477 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,378,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,091,807 | DepreciationAmt |
| Book Value | $1,286,957 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $268,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $253,303 | DepreciationAmt |
| Book Value | $15,101 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,535,164 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RECEIVABLE FROM AFFILIATES | $315,025 |
| OTHER RECEIVABLES | $92,426 |
| EHR RECEIVABLE | $699,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,107,447 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO AFFILIATES | Desc |
| Amt | $215,690 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $215,690 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, XII, AND XIII | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY CALLAGHAN | ||||||||||||||
| DIRECTOR AND CEO | $285,528 | $0 | $52,507 | $0 | $49,387 | $0 | $44,314 | $0 | $19,894 | $0 | $451,630 | $0 | $29,340 | $0 |
| CHARLES ROBB | ||||||||||||||
| DIRECTOR-TREASURER | $0 | $501,652 | $0 | $113,554 | $0 | $113,388 | $0 | $236,403 | $0 | $28,248 | $0 | $993,245 | $0 | $101,520 |
| KENNETH SCOTT MD | ||||||||||||||
| DIRECTOR AND EMPLOYEE | $302,249 | $0 | $0 | $0 | $4,100 | $0 | $20,400 | $0 | $17,312 | $0 | $344,061 | $0 | $0 | $0 |
| J CHRIS PERRYMAN MD | ||||||||||||||
| DIRECTOR-VP & EMPLOYEE | $259,432 | $0 | $0 | $0 | $2,759 | $0 | $20,326 | $0 | $8,593 | $0 | $291,110 | $0 | $0 | $0 |
| STEVEN STILES MD | ||||||||||||||
| DIRECTOR AND EMPLOYEE | $185,739 | $0 | $0 | $0 | $1,190 | $0 | $10,512 | $0 | $21,413 | $0 | $218,854 | $0 | $0 | $0 |
| MICHAEL AUSMUS MD | ||||||||||||||
| DIRECTOR-SECR & EMPLOYEE | $375,016 | $0 | $0 | $0 | $18,005 | $0 | $12,750 | $0 | $21,486 | $0 | $427,257 | $0 | $0 | $0 |
| LEONARDO LOZADA MD | ||||||||||||||
| DIRECTOR-PRESIDENT | $0 | $593,132 | $0 | $0 | $0 | $4,551 | $0 | $89,100 | $0 | $25,429 | $0 | $712,212 | $0 | $0 |
| STEPHEN TAKACS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $161,610 | $0 | $22,382 | $0 | $2,667 | $0 | $9,469 | $0 | $21,252 | $0 | $217,380 | $0 | $0 | $0 |
| MITCHELL HAMBURG MD | ||||||||||||||
| PHYSICIAN | $414,421 | $0 | $0 | $0 | $2,683 | $0 | $20,400 | $0 | $22,973 | $0 | $460,477 | $0 | $0 | $0 |
| RICHARD WHITLOW MD | ||||||||||||||
| PHYSICIAN | $327,135 | $0 | $0 | $0 | $30,097 | $0 | $10,200 | $0 | $32,810 | $0 | $400,242 | $0 | $0 | $0 |
| VERONICA ANWURI MD | ||||||||||||||
| PHYSICIAN | $377,363 | $0 | $0 | $0 | $1,150 | $0 | $11,475 | $0 | $21,922 | $0 | $411,910 | $0 | $0 | $0 |
| RONALD NICHOL DO | ||||||||||||||
| PHYSICIAN | $353,892 | $0 | $0 | $0 | $1,609 | $0 | $11,475 | $0 | $7,637 | $0 | $374,613 | $0 | $0 | $0 |
| LINDA SINGH MD | ||||||||||||||
| PHYSICIAN | $341,601 | $0 | $0 | $0 | $2,570 | $0 | $14,025 | $0 | $12,430 | $0 | $370,626 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | 457(F) PLAN PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHARLES ROBB - $115,121 DEFERRAL |
| 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 THE PHYSICIAN EMPLOYEES. EMPLOYED PHYSICIANS ARE NOT PART OF THE PHYSICIAN COMPENSATION COMMITTEE. |
| PART II | PART II: CHUCK 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 1A, NUMBER REPORTED IN BOX 3 OF FORM 1096 | SAINT LUKE'S MEDICAL GROUP IS PART OF SAINT LUKE'S HEALTH SYSTEM, AN INTEGRATED HEALTH SYSTEM. THE MAJORITY OF SAINT LUKE'S MEDICAL 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 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 11 | 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 OR CEO BEFORE FILING. THE 990 DRAFT WAS ALSO PRESENTED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS PRIOR TO FILING. THE 990 IS 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 SYSTEM VICE PRESIDENT OF INTERNAL AUDIT OR THE SYSTEM VICE PRESIDENT OF HUMAN RESOURCES 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 15A | 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 MADE AVAILABLE TO THE PUBLIC BY THE FILING OF THOSE DOCUMENTS WITH THE MO AND/OR KS SECRETARY OF STATE. ALSO, THE ORGANIZATION IS INCLUDED WITHIN THE COMBINED FINANCIAL STATEMENTS OF SAINT LUKE'S HEALTH SYSTEM INC THAT ARE MADE AVAILABLE TO THE PUBLIC BY THE POSTING OF THOSE DOCUMENTS 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 | CHUCK 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. |
| FORM 990, PART XI, LINE 9: | PENSION OBLIGATION TRANSFER TO SLHS -232,350. ROUNDING -2. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SAINT LUKES HEALTH SYSTEM | ||||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 431747502 | HEALTH SYSTEM | KS | 501(C)(3) | 509(A)(3) - TYPE 1 | ST LUKES HOSPITAL OF KANSAS CITY | 0 |
| ST LUKES HOSPITAL OF KANSAS CITY | ||||||||||
| 4401 WORNALL ROAD | KANSAS CITY | MO | 64111 | 440545297 | HEALTH CARE | MO | 501(C)(3) | 170B1AIII | 0 | |
| SAINT LUKE'S NORTHLAND 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 | ||||||||||
| 3100 BROADWAY STE 1000 | KANSAS CITY | MO | 64111 | 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 | ||||||||||
| 4200 PENNSYLVANIA SUITE 100 | 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 | ||||||||||
| 100 CENTRAL STREET | 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 1 | 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 |
| SLCC INC | ||||||||||
| 4330 WORNALL ROAD SUITE 2000 | KANSAS CITY | MO | 64111 | 271994652 | HEALTH CARE | KS | 501(C)(3) | 170B1AIII | SAINT LUKES HEALTH SYSTEM | 0 |
| SLNC INC | ||||||||||
| 4401 WORNALL ROAD | KANSAS CITY | MO | 64111 | 451470888 | HEALTH CARE | KS | 501(C)(3) | 170B1AIII | SAINT LUKES HEALTH SYSTEM | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| MEDICAL PLAZA PARTNERS LP | |||||||
| 4320 WORNALL ROAD SUITE 410 | 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 |
| FAMILY ADVOCATES LLC | |||||||
| 10918 ELM AVENUE | KANSAS CITY | MO | 64134 | 202739036 | FOSTER CARE | MO | N/A |
| SAINT LUKES CARDIOLOGY SERVICES LLC | |||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | 263726426 | 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 410 | 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 |
| 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 | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 1, TRANSACTIONS WITH RELATED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Comments