2013-10-22T11:43:02-05:00 2012-12-31 420714325 MCGLADREY LLP 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 990 2012-01-01 446014699 SAINT LUKE'S FOUNDATION SAIN 8169325819 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 MARK LITZLER 8169325819 2013-09-25 1 CONNIE HENDERSON P00156688 8167533000 2012 2016-02-24 21:20:13Z MARK LITZLER 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 25076197 0 X HTTP://SAINTLUKESGIVING.ORG X 1964 MO PROMOTE MEDICAL EDUCATION AND RESEARCH. 33 33 24 45 -3196 -3196 13418241 11732120 6274485 6719872 2886855 3509994 1733681 1163820 24313262 23125806 2616878 3845250 0 0 6212083 6347367 116663 0 743085 11826470 12397673 20772094 22590290 3541168 535516 134814467 144997148 2870250 2092756 131944217 142904392 X RAISE FUNDS TO PROMOTE MEDICAL EDUCATION AND RESEARCH. 0 0 20638372 3845250 8184628 IN 2012, THE FOUNDATION PROVIDED SUPPORT FOR THE FOLLOWING PROGRAM SERVICES:CAPITAL FACILITIES AND EQUIPMENT AT ST. LUKE'S HOSPITAL OF KANSAS CITY (SLH) - CAPITAL EXPENDITURES FOR CONSTRUCTION/RENOVATION OF HOSPITAL. $3,609,193MEDICAL EDUCATION ENDOWMENT CAMPAIGN - CAMPAIGN EXPENDITURES TO SUPPORT MEDICAL EDUCATION BY CREATING A SIGNIFICANT ENDOWMENT. $1,143,809RESEARCH PROGRAMS - FUNDING PROVIDED TO VARIOUS MEDICAL RESEARCH PROJECTS. $6,463,978EDUCATION AND TRAVEL - FUNDS PROVIDED TO HOSPITAL EMPLOYEES FOR MEDICAL EDUCATIONAL TRIPS, AS WELL AS LECTURES HELD ON CAMPUS TO FURTHER THE MEDICAL EDUCATION OF THE PROFESSIONAL COMMUNITY. $1,255,217SPECIAL MEDICAL PROGRAMS - PROJECTS TO ENHANCE PATIENT CARE, PURCHASES OF MEDICAL EQUIPMENT, AND OTHER PROJECTS NOT DIRECTLY RELATED TO RESEARCH. $5,255,838MID-AMERICA HEART INSTITUTE AT SLH - FELLOWSHIPS AVAILABLE IN THE CARDIAC FIELD, PROJECTS OR EQUIPMENT PURCHASES SPECIFICALLY FOR 'HEART' HEALTH CARE, AND FUNDS RESTRICTED BY DONORS FOR USE AT SAINT LUKE'S HOSPITAL UNDER THE DIRECTION OF CARDIOLOGY STAFF PHYSICIANS. $2,149,963LOANS, SCHOLARSHIPS AND AWARDS - EDUCATIONAL FUNDS FOR LOANS, SCHOLARSHIPS OR AWARDS TO HOSPITAL EMPLOYEES, COLLEGE OF NURSING STUDENTS OR OTHER STUDENTS OF THE MEDICAL TECHNICAL SCHOOLS OF SAINT LUKE'S HOSPITAL. $305,855OTHER - FUNDS SPENT ON ALL OTHER AREAS NOT SPECIFICALLY CATEGORIZED. $454,519TOTAL PROGRAM SERVICES: $20,638,372 20638372 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 152 0 1 24 1 1 1 0 0 0 0 1 1 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 1 0 X JEFF THURLOW 8169322252 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 TOM BEAL 2.00 X 0 0 0 ARTHUR J ELMAN MD 2.00 X 0 0 0 JEFFREY B HANES 2.00 X 0 0 0 JOHN D YEAST MD 2.00 X 0 0 0 CHARLES W SCHELLHORN 2.00 X 0 0 0 CHARLES W VAN WAY III MD 2.00 X 0 0 0 JONATHAN BAUM 2.00 X 0 0 0 J GRANT BURCHAM 2.00 X X 0 0 0 GARY M GADDIS MD PH D 2.00 X X 0 0 0 CARLENE B HALL 2.00 X 0 0 0 LAURA HALL 2.00 X 0 0 0 DONALD R CAMPBELL MD 2.00 X 0 0 0 KENNETH C HUBER MD 2.00 X 0 0 0 VINCENT M LEM MD 2.00 X 0 0 0 CAROL TINSMAN 2.00 X X 0 0 0 SCOTT M RAVIS MD 2.00 X 0 0 0 JOHN W HENDREN MD 2.00 X 0 0 0 DANIEL J MARGOLIN MD 2.00 X 0 0 0 SCOTT BOSWELL 2.00 X 0 0 0 NED O'CONNOR 2.00 X 0 0 0 RICHARD J KNOPKE 2.00 X X 0 0 0 TOM WAGSTAFF 2.00 X X 0 0 0 A MICHAEL BORKON MD 2.00 X 0 0 0 KEVIN A BYBEE MD 2.00 X 0 0 0 GAYDEN CARRUTH PH D 2.00 X 0 0 0 CHARLES D HORNER 2.00 X 0 0 0 LAURENCE R JONES JR 2.00 X 0 0 0 FREDERICK B LINTECUM MD 2.00 X 0 0 0 JOHN P MCMEEL 2.00 X 0 0 0 RICHARD E MUELLER 2.00 X 0 0 0 CAROL P POWELL 2.00 X X 0 0 0 B JOHN READEY III 2.00 X 0 0 0 KIRSTIN PACE SALZMAN 2.00 X 0 0 0 ALIE SCHOLES MD 2.00 X 0 0 0 MARY L SPRADLEY 2.00 X 0 0 0 MARK C THOMPSON 2.00 X 0 0 0 MARK LITZLER 40.00 X 166251 0 20736 JEFFREY THURLOW 40.00 X 101117 0 20910 267368 0 41646 2 0 1 0 CARDIOVASCULAR CONSULTANTS INC 4330 WORNALL ROAD SUITE 2000 KANSAS CITY MO 64111 CONSULTING 581064 1 763934 10968186 425190 11732120 RESEARCH & EDUCATION S 541700 6719872 6719872 6719872 2635222 2635222 72918 72918 869479 892701 -23222 -23222 -3196 -20026 1381780 507008 874772 874772 874772 200050 763934 550682 -350632 -350632 ADMINISTRATIVE FEES 900099 1503046 1503046 BANQUET AND OTHER 900099 -38290 -38290 1464756 23125806 8184628 -3196 3212254 3609193 3609193 236057 236057 321650 160825 160825 5475187 4820796 294011 360380 64952 32476 32476 370204 242309 67784 60111 115374 8214 56795 50365 1511667 1511667 72578 23174 49404 1365659 1220141 133132 12386 692330 549919 127241 15170 300208 194859 105349 502328 484842 11304 6182 163724 163059 665 142893 38724 104169 RESEARCH 6675393 6675393 0 0 BAD DEBT 445487 445487 0 0 MISCELLANEOUS 276060 199875 31660 44525 AWARDS 214663 214663 0 0 34683 34683 22590290 20638372 1208833 743085 8356717 3065708 2189827 2635710 1046007 991849 12319 4232 83428 69385 14556685 2277658 11807619 12279027 109081895 123650893 2236655 2300344 134814467 144997148 1514155 819986 41708 27115 1314387 1245655 2870250 2092756 X 6727519 7320194 89550681 99851106 35666017 35733092 131944217 142904392 134814467 144997148 535516 10424659 0 X X 0 1 X 1 0 X 15508868 11573505 8556189 13418241 11732120 60788923 15508868 11573505 8556189 13418241 11732120 60788923 9049252 51739671 3858866 3167278 4076404 3261267 3577619 17941434 78730357 29700904 0.65720 0.65610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50226704 545088 6695547 236057 2065990 55165292 50975545 684708 -418442 157454 857653 50226704 46601319 711565 5603812 151110 1790041 50975545 40132732 2105450 6909964 191674 2355153 46601319 48574697 2738597 -8167702 184000 2828860 40132732 0.00000 0.64780 0.35230 0 0 7811334 7811334 5792169 1689210 4102959 953182 588448 364734 12279027 ANNUITY OBLIGATIONS 1245655 1245655 X 35074015 10424659 80167 1443383 11948209 23125806 0 23125806 24113840 80167 1443383 1523550 22590290 0 22590290 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USES OF THE ENDOWMENT FUNDS ARE RESTRICTED TO THE DONOR IMPOSED STIPULATIONS. THE FUNDS MAY BE USED TO SUPPORT THE SPECIFIED ACTIVITY, AS DIRECTED BY THE DONOR. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: UNCERTAIN TAX POSITIONS, IF ANY, ARE RECORDED AS A LIABILITY IF A TAX POSITION TAKEN DOES NOT MEET THE MORE-LIKELY-THAN NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS RECORDED AT DECEMBER 31, 2012 OR 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 550,682. RENTAL EXPENSES 892,701. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 550,682. RENTAL EXPENSES 892,701. MIDWEST EAR INSTITUTE DINNER 185150 144150 41000 0 0 130241 0 0 0 CHILDREN'S SPOT DINNER BANQUET 176389 156654 19735 0 0 61580 0 0 0 10 602445 463130 139315 0 0 358861 0 0 0 963984 763934 200050 550682 550682 -350632 0 SAINT LUKE'S HOSPITAL 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 501(C)(3) 3609193 FMV EQUIPMENT GRANTS CAPITAL IMPROVEMENTS 1 0 SCHOLARSHIPS FOR NURSING STUDENTS ATTENDING SAINT LUKE'S COLLEGE 148 236057 FMV N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION WORKS WITH THE RESPECTIVE PERSONNEL THAT ARE USING THE GRANT FUNDS TO MONITOR THE USE OF THE FUND FOR THE PROPER USE OF THE FUNDS. 1 X X 0 0 0 0 0 0 0 0 0 MARK LITZLER 166071 0 0 0 180 0 3161 0 17575 0 186987 0 0 0 GRANT BURCHAM BOARD MEMBER 0 GRANT BURCHAM IS THE PRESIDENT OF MISSOURI BANK. WESTPORT TODAY, LLC A WHOLLY-OWNED LLC OF THE FOUNDATION, UTILIZES MISSOURI BANK FOR BANKING SERVICES AT NORMAL BUSINESS RATES. 0 X STOCKS 7 425190 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY MCGLADREY LLP WITH THE ASSISTANCE OF JEFF THURLOW, CFO. THE 990 IS REVIEWED BY MARK LITZLER (FOUNDATION EXECUTIVE DIRECTOR) AND THE FOUNDATION'S TREASURER. THE 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY ANY CONFLICTS THEY MAY HAVE. THE EXECUTIVE DIRECTOR AND CFO ALONG WITH THE BOARD MEMBERS REVIEW ANY CONFLICTS REGULARLY. THE BOARD OF DIRECTORS REVIEWS FORM 990 OF OTHER SIMILAR ORGANIZATIONS TO DETERMINE AND APPROVE COMPENSATION FOR THE EXECUTIVE DIRECTOR. COMPENSATION IS REVIEWED ANNUALLY BY THE PRESIDENT OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FINANCIAL STATEMENT AUDIT FORM 990, PART XI, LINE 2C THE FOUNDATION HAS A FINANCE COMMITTEE THAT REVIEWS THE AUDIT AND SELECTS THE AUDITORS. WESTPORT TODAY OF KANSAS CITY LLC 800 WEST 47TH STREET KANSAS CITY MO 64112 431845751 RENTAL PROPERTY MO 750439 11628503 ST LUKE'S FOUNDATION WESTPORT OF TOMORROW INC 4225 BALTIMORE AVENUE KANSAS CITY MO 64111 270186549 REAL ESTATE DEVELOPMENT MO ST LUKE'S FOUNDATION C 945500 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0