2011-11-14T14:10:17-06:00 2010-12-31 990 2010-01-01 431707306 ST LUKES OF TRENTON STLU 6603595621 191 IOWA BLVD TRENTON MO 64683 GARY JORDAN 6603595621 2011-11-14 2010 2016-03-07 17:11:31Z X WRIGHT MEMORIAL HOSPITAL GARY JORDAN 191 IOWA BLVD TRENTON MO 64683 23160976 0 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X 1995 MO CRITICAL ACCESS HOSPITAL 10 7 246 30 0 0 19381 51655 22659752 22880136 448865 229185 0 0 23127998 23160976 1920 3710 0 0 11554505 11971328 0 0 0 9905757 10762198 21462182 22737236 1665816 423740 11627524 12572851 2831789 3483685 8795735 9089166 X WRIGHT MEMORIAL HOSPITAL IS A FAITH-BASED, NOT-FOR-PROFIT COMMUNITY HOSPITAL COMMITTED TO THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH CARE AND HEALTH RELATED SERVICES IN A CARING ENVIRONMENT. AS A MEMBER OF SAINT LUKE'S HEALTH SYSTEM WE ARE DEDICATED TO ENHANCING THE PHYSICAL, MENTAL AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE. 0 0 19379688 3170 22880136 SAINT LUKE'S HOSPITAL OF TRENTON OPERATES AN ACUTE CARE HOSPITAL IN RURAL MISSOURI AND IS DESIGNATED BY THE STATE OF MISSOURI AND MEDICARE AS A CRITICAL ACCESS HOSPITAL. THE HOSPITAL IS DEDICATED TO PROVIDING BOTH SERVICES AND LEADERSHIP IN CARING FOR THE NEEDY. THE HOSPITAL PARTICIPATES IN THE MEDICAID AND MEDICARE PROGRAMS AND HAS CHARITY CARE POLICIES FOR ASSISTING PEOPLE WITHOUT ADEQUATE MEANS TO PAY FOR THEIR CARE. FOR 2010, THE HOSPITAL PROVIDED 3,990 DAYS OF SERVICE TO INPATIENTS AND SKILLED NURSING PATIENTS, AND HAD 286 NEWBORN DAYS. THE HOSPITAL ENCOURAGES MANY PHYSICIANS PRACTICING IN SPECIALTY AREAS TO PROVIDE SERVICES TO THE HOSPITAL'S RURAL PATIENTS WHO OTHERWISE WOULD HAVE DIFFICULTY ACCESSING SUCH SPECIALTY SERVICES. A TOTAL OF 5,628 PATIENTS RECEIVED SERVICES AS A RESULT OF THESE EFFORTS.THE HOSPITAL CONDUCTS COMMUNITY EDUCATION AND OUTREACH SERVICES INCLUDING FREE SEMINARS FOR HEALTHCARE PROFESSIONALS AND STUDENTS REGARDING ELDERLY ABUSE/NEGLECT AND SPECIALIZED PEDIATRIC CARE. IN ADDITION, THE HOSPITAL PROVIDED CLINICS, SCREENINGS, SUPPORT GROUPS, SOCIAL WORKS SERVICES AND PARTICIPATED IN CHARITABLE EVENTS AND SPONSORSHIPS. 19379688 1 1 0 1 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 11 0 1 246 1 0 0 0 0 0 0 0 0 0 0 X 10 7 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 6603595621 191 IOWA BLVD TRENTON MO 64683 X DON SIPES 2.00 X X 0 256614 52488 WENDELL LENHART 2.00 X X 0 0 0 BEV HOOKER 2.00 X X 0 0 0 CHARLES ROBB 2.00 X X 0 567353 217271 SCOTT WILSON 2.00 X 0 0 0 BONITA PRICE 2.00 X 0 0 0 MACK WOODARD 2.00 X 0 0 0 JOE SEYMOUR 2.00 X 0 0 0 DAVID RYAN MD 2.00 X X 134103 0 4260 DANETTE RARDON 2.00 X 0 0 0 CURTIS OVERTON 2.00 X 0 0 0 TOM WITTEN 2.00 X 0 0 0 KAREN COLE 40.00 X 200940 0 35213 LES REED 40.00 X 117331 0 26246 ELAINA HEAD 40.00 X 48216 0 18993 MICHAEL WINDHAM 40.00 X 15611 0 2343 MELVIN HOUGHTON 40.00 X 79403 0 26979 HESAMODIN BORHANI 40.00 X 478560 0 40699 REMIGIUS OKEA 40.00 X 368001 0 30844 GEORGE GARCIA 40.00 X 225775 0 27046 JA KEUHN 40.00 X 364751 0 17208 ROCHELLE STARK 40.00 X 324715 0 7513 2357406 823967 507103 11 0 1 0 CPSI PO BOX 850309 MOBILE AL 36695 INFORMATION SYSTEM SERVICES 603214 MIDWEST ANESTHESIA SERVICES 204 DEBOLT TRENTON MO 64683 ANESTHESIA SERVICES 313923 NURSEFINDERS PO BOX 910738 DALLAS TX 753910738 LOCUMS SERVICE 262776 SHARED MEDICAL SERVICES INC PO BOX 330 COTTAGE GROVE WI 53527 MRI SERVICES 246750 DOCS WHO CARE 1337 SOUTH FOUNTAIN DRIVE OLATHE KS 66061 LOCUMS SERVICE 206658 5 1634 9046 40975 51655 NET PATIENT SERV REVEN 622110 22755061 22755061 OTHER PROGRAM REVENUE 622110 125075 125075 22880136 229185 229185 23160976 22880136 0 229185 3710 3710 709638 138363 571275 9024693 8417271 607422 231033 203058 27975 1376223 1209581 166642 629741 553488 76253 152641 152641 71644 71644 2960885 2733320 227565 88593 74028 14565 3265405 3190721 74684 163755 163755 770354 699242 71112 49253 43593 5660 117263 94374 22889 99351 99351 499923 275317 224606 BAD DEBTS 1303525 1303525 0 SHARED SERVICES - SLHS 1100004 261405 838599 119602 79341 40261 22737236 19379688 3357548 0 12669 11593 7154149 8112722 2624609 2412035 506908 466899 521367 422718 1203403 348392 232974 855011 574848 291873 11627524 12572851 1220946 1309096 1610843 2174589 2831789 3483685 X 8631220 8920023 164515 169143 8795735 9089166 11627524 12572851 X 423740 -130309 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 576 0 0 0 576 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: LINE F - PORTION OF DUES PAID TO VARIOUS HOSPITAL AND RELATED MEDICAL ASSOCIATIONS USED TOWARD LOBBYING ACTIVITIES. 42978 10451 3158 50271 35579 11099 3700 42978 32828 8817 6066 35579 1.00000 1 0 514175 348392 165783 689228 689228 855011 DUE TO CHARITABLE TRUST 1370359 DUE TO AFFILIATES 169925 ESTIMATED THIRD PARTY PAYOR SETTLEMENTS 634305 2174589 23160976 22737236 423740 -130309 -130309 293431 23040904 3157 3157 23037747 123229 123229 23160976 22734098 0 22734098 3138 3138 22737236 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF ENDOWMENT FUNDS INCLUDES BUT IS NOT LIMITED TO THE GENERAL OPERATIONS OF THE HOSPITAL AND CAPITAL EQUIPMENT PURCHASES FOR THE HOSPITAL. THE ASSETS HELD AT THE UNRELATED ORGANIZATION REPRESENTS THE ORGANIZATION'S SHARE OF NET ASSETS AT WRIGHT MEMORIAL HOSPITAL FOUNDATION. SUCH ASSETS ARE REPORTED IN PART X, LINE 15. PART XI, LINE 8 - OTHER ADJUSTMENTS: RISK RETENTION GROUP SSA DIVIDEND -109,640. PENSION LIABILITY TRANSFER TO SLHS -18,006. CHANGE IN NET ASSETS AT WMH FOUNDATION - SFAS 136 -2,665. RDNG 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELEASE OF RESTRICTED CONTRIBUTIONS-RECORDED AS BOOK REVENUE WHEN RELEASED 3,158. ROUNDING -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: AUXILIARY INCOME 3,138. RISK RETENTION GROUP SUBSCRIBER SAVINGS ACCOUNT DIVIDEND 109,640. RESTRICTED CONTRIBUTIONS RECEIVED IN 2010 RECOGNIZED AS REVENUE FOR TAX 10,451. PART XIII, LINE 4B - OTHER ADJUSTMENTS: AUXILIARY EXPENSES 3,138. 1 1 X 1 X 133.000000000000 1 X 1 1 1 0 0 2185997 936071 1249926 0.05830 2869377 2716140 153237 0.00710 5055374 3652211 1403163 0.06540 23615 23615 0.00110 5947 5947 0.00030 9999 9999 0.00050 39561 39561 0.00190 5094935 3652211 1442724 0.06730 0 698689 10127261 10153771 -26510 X 1 1 1 1 WRIGHT MEMORIAL HOSPITAL

191 IOWA BLVD TRENTON MO 64683

X X X X NOT REQUIRED 1 PART I, LINE 7: COST OF CHARITY CARE AND UNREIMBURSED HEALTH SERVICES WERE CALCULATED USING THE APPROPRIATE COST TO CHARGE RATIO. PART I, L7 COL(F): OUR TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN (A) WAS $22,737,236. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT WAS $1,303,525. THIS LEFT US WITH A TOTAL EXPENSE OF $21,433,711 FOR PURPOSES OF CACLULATING LINE 7, COLUMN (F). PART II: OUR HOSPITAL SPONSORS OR PARTICIPATES IN MANY COMMUNITY BUILDING ACTIVITIES WHICH PROMOTE THE HEATH OF OUR COMMUNITY. THE HOSPITAL PARTICIPATES IN EDUCATIONAL OFFERINGS AND SPONSORS MULTIPLE COMMUNITY EVENTS TO BENEFIT VARIOUS COMMUNITY ORGANIZATIONS. WE ALSO ENCOURAGE OUR EMPLOYEES TO SERVE ON COMMUNITY BOARDS AND VOLUNTEER FOR ACTIVITIES THAT PROMOTE HEALTH IN THE COMMUNITY. PART III, LINE 4: BAD DEBT EXPENSE IS REPORTED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT 15 IS FOLLOWED TO THE EXTENT IT ALIGNS WITH GAAP.FINANCIAL STATEMENT FOOTNOTE REGARDING BAD DEBT EXPENSE: THE HOSPITAL PROVIDES FOR ACCOUNTS RECEIVABLE THAT COULD BECOME UNCOLLECTIBLE IN THE FUTURE BY ESTABLISHING AN ALLOWANCE TO REDUCE THE CARRYING VALUE OF SUCH RECEIVABLES TO THEIR ESTIMATED NET REALIZABLE VALUE. THE HOSPITAL ESTIMATES THIS ALLOWANCE BASED ON THE AGING OF ITS ACCOUNTS RECEIVABLE AND ITS HISTORICAL COLLECTION EXPERIENCE FOR EACH TYPE OF PAYOR.THE RATIO OF PATIENT CARE COST TO CHARGES IS APPLIED TO THE BAD DEBT EXPENSE FROM OUR FINANCIAL STATEMENTS TO CALCULATE COST OF BAD DEBT ON LINE 2. DISCOUNTS AND ALLOWANCES ARE ACCOUNTED FOR SEPARATELY FROM BAD DEBT EXPENSE. PART III, LINE 9B: IF A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE THE ACCOUNT IS ADJUSTED ACCORDINGLY. ANY REMAINING BALANCE WOULD BE COLLECTED UNDER THE DEBT COLLECTION POLICY. OUR COLLECTION POLICIES ARE THE SAME FOR ALL PATIENTS. ALTHOUGH WE ARE NOT LEGALLY BOUND BY THE FAIR DEBT COLLECTION PRACTICES ACT, THE PRINCIPLES ADDRESSED ARE GENERALLY FOLLOWED. PART VI, LINE 2: THE HOSPITAL ASSESSES COMMUNITY NEEDS ON AN ANNUAL BASIS IN NUMEROUS WAYS, INCLUDING THROUGH ITS COMPREHENSIVE, DATA DRIVEN, ANNUAL STRATEGIC PLANNING PROCESS. THE HOSPITAL MEETS WITH STAFF, VOLUNTEERS, PATIENTS, BOARD MEMBERS AND PHYSICIANS. THE FEEDBACK PROVIDED BY THESE GROUPS IS COMMUNICATED TO HOSPITAL MANAGEMENT AND CONSIDERED WHEN DETERMINING THE NEEDS OF THE COMMUNITY. THE HOSPITAL ALSO WORKS WITH THE PATIENT ADVOCATE AND MARKETING DEPARTMENTS TO DETERMINE FEEDBACK RECEIVED FROM THECOMMUNITY REGARDING ITS NEEDS. THIS FEEDBACK IS ALSO COMMUNICATED TO HOSPITAL MANAGEMENT AND EVALUATED DURING THE ANNUAL BUDGET AND STRATEGIC PLANNING PROCESS. PART VI, LINE 3: THE HOSPITAL FOLLOWS THE SAINT LUKE'S HEALTH SYSTEM POLICIES FOR THE UNINSURED. IN ADDITION TO THESE POLICIES, THE HOSPITAL PROVIDES EDUCATION ON FINANCIAL ASSISTANCE ELIGIBILITY TO PATIENTS AND PERSONS WHO MAY BE BILLED FOR SERVICES THROUGH MANY SOURCES INCLUDING THE SLHS WEB SITE, INFORMATION ON BILLING STATEMENTS PERTAINING TO POSSIBLE NEED IN PAYING THEIR BILL, INFORMATION UPON CHECK IN LOCATED IN THE ADMITTING PATIENT PACKETS, ON OUR B-131 RELEASE TO TREAT FORMS SIGNED BY ALL PATIENTS REQUESTING SERVICES, AND VISITS BY SOCIAL WORKER TEAMS WHEN AN IN-PATIENT AS WELL AS FOLLOW UP CALLS TO PATIENTS AFTER DISCHARGE. FINANCIAL ASSISTANCE APPLICATIONS OR MEDICAID APPLICATIONS ARE REQUESTED ON ALL UNINSURED INPATIENTS PRIOR TO DISCHARGE. THE HOSPITAL ALSO CONTRACTS WITH HUMAN ARC, AN ELIGIBILITY ENROLLMENT SERVICE COMPANY THAT SCREENS ALL UNINSURED PATIENTS WITH A BALANCE OVER $2,000, ANY PATIENT IDENTIFIED BY A SOCIAL WORKER AS WELL AS ON ALL PATIENTS THAT REQUEST ASSISTANCE IN APPLYING FOR POSSIBLE MEDICAID OR OTHER GOVERNMENT COVERAGE. PART VI, LINE 4: WRIGHT MEMORIAL HOSPITAL IS LOCATED IN GRUNDY COUNTY, MISSOURI IN THE NORTHWEST DISTRICT OF MISSOURI. THE HOSPITAL'S PRIMARY SERVICE AREA HAS HISTORICALLY BEEN CONSIDERED THE IMMEDIATE COUNTY AND ALL CONTIGUOUS COUNTIES SURROUNDING. PART VI, LINE 6: THE BOARD OF DIRECTORS IS MADE UP OF MEDICAL AND BUSINESS PROFESSIONALS, ALL OF WHOM RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA. MEDICAL STAFF PRIVILEGES ARE OFFERED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. PART VI, LINE 7: THE HOSPITAL IS AFFILIATED WITH SAINT LUKE'S HEALTH SYSTEM, WHICH CONSISTS OF 11 AREA HOSPITALS AND SEVERAL PRIMARY AND SPECIALTY CARE PRACTICES, AND PROVIDES A RANGE OF INPATIENT, OUTPATIENT, AND HOME CARE SERVICES. FOUNDED AS A FAITH-BASED, NOT-FOR-PROFIT ORGANIZATION, OUR MISSION INCLUDES A COMMITMENT TO THE HIGHEST LEVELS OF EXCELLENCE IN HEALTH CARE AND THE ADVANCEMENT OF MEDICAL RESEARCH AND EDUCATION. THE HEALTH SYSTEM IS AN ALIGNED ORGANIZATION IN WHICH THE PHYSICIANS AND HOSPITALS ASSUME RESPONSIBILITY FOR ENHANCING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF PEOPLE IN THE METROPOLITAN KANSAS CITY AREA AND THE SURROUNDING REGION. 0 1 0 0 0 0 0 1 0 DON SIPES 0 221426 0 50 0 35138 0 32699 0 19789 0 309102 0 18033 CHARLES ROBB 0 455380 0 50 0 111923 0 208361 0 8910 0 784624 0 92973 KAREN COLE 181490 0 3394 0 16056 0 7333 0 27880 0 236153 0 13881 0 HESAMODIN BORHANI 445764 0 32796 0 0 0 12250 0 28449 0 519259 0 0 0 REMIGIUS OKEA 359826 0 8175 0 0 0 8575 0 22269 0 398845 0 0 0 GEORGE GARCIA 161483 0 64292 0 0 0 9174 0 17872 0 252821 0 0 0 JA KEUHN 362537 0 2214 0 0 0 0 0 17208 0 381959 0 0 0 ROCHELLE STARK 298841 0 25874 0 0 0 0 0 7513 0 332228 0 0 0 PART I, LINE 4B 457(F) PLAN PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHARLES ROBB - $87,239 PART I, LINE 7 EMPLOYED PHYSICIANS ARE ELIGIBLE FOR BONUSES BASED ON PRODUCTIVITY AND OTHER PERFORMANCE MEASURES. SUPPLEMENTAL INFORMATION PART III PART II: DON SIPES AND CHUCK ROBB 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. CHARITY PEREZ ELAINA HEAD AND CHARITY PEREZ ARE FAMILY MEMBERS 10255 CHARITY PEREZ WAS EMPLOYED BY THE FILING ORGANIZATION 0 FORM 990, PART VI, SECTION A, LINE 2 SCOTT WILSON AND MACK WOODARD HAVE A BUSINESS RELATIONSHIP. CURTIS OVERTON, TOM WITTEN, AND BONITA PRICE HAVE A BUSINESS RELATIONSHIP. DON SIPES AND CHARLES ROBB HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE DIRECTORS, OFFICERS, AND/OR EMPLOYEES OF THE SAME AFFILIATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 AS PART OF AN INTEGRATED HEALTH SYSTEM, THE ORGANIZATION ROUTINELY DELEGATED VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO RELATED ENTITIES. 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. 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 TAX STAFF. THE 990 DRAFT WAS PRESENTED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS FOR REVIEW. THE 990 WAS MADE AVAILABLE TO THE ORGANIZATION'S BOARD MEMBERS FOR VIEWING 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 COMPLIANCE OFFICER 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. 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 TOTAL COMPENSATION PHILOSOPHY AND ANALYZES MARKET COMPETITIVENESS (IN TOTAL AND BY EACH COMPENSATION ELEMENT) FOR THE EXECUTIVES USING APPROPRIATE COMPARABILITY DATA. COMPENSATION COMMITTEE ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE. COMPENSATION FOR OFFICERS NOT REVIEWED BY THE COMPENSATION COMMITTEE IS SET/APPROVED ANNUALLY BY SAINT LUKE'S HEALTH SYSTEM EXECUTIVE MANAGEMENT BASED ON MARKET COMPENSATION SURVEYS AND COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT PUBLICLY AVAILABLE. FORM 990, PART VII, COLUMN E DON SIPES AND CHUCK ROBB 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. THESE INDIVIDUALS WORKED 40 OR MORE HOURS A WEEK FOR THE RELATED ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: RISK RETENTION GROUP SSA DIVIDEND -109,640. PENSION LIABILITY TRANSFER TO SLHS -18,006. CHANGE IN NET ASSETS AT WMH FOUNDATION - SFAS 136 -2,665. RDNG 2. TOTAL TO FORM 990, PART XI, LINE 5: -130,309. INVESTMENT INCOME FORM 990, PART VIII, LINE 3 INVESTMENT INCOME INCLUDES $109,640 OF SUBSCRIBER SAVINGS ACCOUNT ALLOCATION FROM RELATED RISK RETENTION GROUP. SAINT LUKES HEALTH SYSTEM 10920 ELM AVE KANSAS CITY MO 64134 431747502 HEALTH SYSTEM KS 501(C)(3) 509(A)(3) - TYPE 1 ST LUKES HOSPITAL 0 ST LUKES HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 HEALTH CARE MO 501(C)(3) 170B1AIII 0 SAINT LUKES NORTHLAND HOSPITAL 601 SOUTH 169 HIGHWAY SMITHVILLE MO 64089 440545393 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES SOUTH HOSPITAL 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 SAINTLUKES BLVD LEES SUMMIT MO 64086 562488077 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES MEDICAL GROUP 6750 ANTIOCH SUITE 210 SHAWNEE MISSION KS 66204 431598353 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 CRITTENTON 10918 ELM AVE KANSAS CITY MO 64134 440545808 HEALTH CARE MO 501(C)(3) 170B1AIII ST LUKES HOSPITAL 0 SAINT LUKES HEALTH SYSTEM HOMECAREHOSPICE 3100 BROADWAY SUITE 1000 KANSAS CITY MO 64111 431127200 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 2121 SUMMIT KANSAS CITY MO 64108 440546280 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 MIDWEST EAR INSTITUTEINC 4200 PENNSYLVANIA SUITE 100 KANSAS CITY MO 64111 480905027 HEALTH CARE KS 501(C)(3) 170B1AIII ST LUKES HOSPITAL 0 SAINT LUKES HOSPITAL OF CHILLICOTHE 100 CENTRAL ST CHILLICOTHE MO 64601 431735565 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 CUSHING MEMORIAL HOSPITAL 711 MARSHALL LEAVENWORTH KS 66048 480543792 HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES CANCER INSTITUTELLC 4323 WORNALL ROAD PEET 1 KANSAS CITY MO 64111 431933950 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES CARE 10920 ELM AVENUE KANSAS CITY MO 64134 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 0 SAINT LUKES COLLEGE OF HEALTH SCIENCES 8320 WARD PARKWAY STE 300 KANSAS CITY MO 64114 272716128 POST-SECONDARY NURSING EDUCATION MO 501(C)(3) 170B1AII 0 SLCC INC 4330 WORNALL RD STE 2000 KANSAS CITY MO 64111 271994652 HEALTH CARE KS APPLYING FOR 501(C)( APPLYING FOR 170B1AI 0 MEDICAL PLAZA PARTNERS LP 4320 WORNALL ROAD SUITE 410 KANSAS CITY MO 64111 431357824 OWN & OPERATE MEDICAL OFFICE BUILDING MO N/A MEDICAL PARK ASSOCIATES A LP 601 SOUTH 169 HIGHWAY SMITHVILLE MO 64089 431311049 OWN & OPERATE MEDICAL OFFICE BUILDING MO N/A SAINT LUKES SURGICENTER - LEES SUMMIT LLC 11221 ROE AVE SUITE 230 OVERLAND PARK KS 66211 470853481 HEALTH CARE MO N/A SAINT LUKES SOUTH SURGERY CENTER LLC 11221 ROE AVE SUITE 230 OVERLAND PARK KS 66211 201721929 HEALTH CARE KS N/A FAMILY ADVOCATESLLC 10918 ELM AVENUE KANSAS CITY MO 64134 202739036 FOSTER CARE MO N/A SAINT LUKES CARDIOLOGY SERVICES LLC 10920 ELM AVE KANSAS CITY MO 64134 263726426 HEALTH CARE MO N/A SAINT LUKES - GI DIAGNOSTICS LLC 4321 WASHINGTON STE 5700 KANSAS CITY MO 64111 274142549 HEALTH CARE MO N/A SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP 10920 ELM AVENUE KANSAS CITY MO 64134 371471890 INSURANCE SC N/A C ST LUKES HEALTH VENTURESINC 4320 WORNALL ROAD SUITE 410 KANSAS CITY MO 64111 431278476 ACCOUNTING MO N/A C MEDICAL PLAZA MANAGEMENT INC 4320 WORNALL ROAD SUITE 410 KANSAS CITY MO 64111 431352317 MEDICAL OFFICE BUILDING MANAGEMENT MO N/A C SPELMAN DEVELOPMENT CORPORATION 601 SOUTH 169 HIGHWAY SMITHVILLE MO 64089 431296007 HEALTH CARE MO N/A C VENTURE FINANCIAL SERVICES INC 9500 E 63RD ST STE 202 KANSAS CITY MO 64133 431605740 COLLECTIONS MO N/A C 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 TRANSACTIONS WITH RELATED ORGANIZATIONS SCHEDULE R, PART V, ITEM 1 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.