2011-11-14T14:11:11-06:00 2010-12-31 990 2010-01-01 431598353 SAINT LUKES MEDICAL GROUP SAIN 9133848501 6750 ANTIOCH ROAD NO 210 SHAWNEE MISSION KS 66204 STEPHEN TAKACS 9133848501 2011-11-14 2010 2016-03-07 17:11:31Z TIM CALLAGHAN 6750 ANTIOCH ROAD NO 210 SHAWNEE MISSION KS 66204 49440743 0 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X 1991 KS PRIMARY CARE MEDICAL SERVICES 10 3 522 3 0 0 12489251 13616571 33731590 35416255 678707 407917 0 0 46899548 49440743 0 0 0 0 31289214 32605390 0 0 0 14041668 16429375 45330882 49034765 1568666 405978 12084526 12418193 2313920 2676621 9770606 9741572 X 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. 0 0 42385871 35416255 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 2010 THE GROUP RECORDED 267,912 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 2010 THE UNREIMBURSED COST TO PROVIDE CARE TO MEDICAID RECIPIENTS AND CHARITY CARE PATIENTS WAS $419,215 AND $49,482, 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 CUSHING MEMORIAL 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. 42385871 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 2 0 1 522 1 0 0 0 0 0 0 0 0 0 0 X 10 3 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 9133848501 6750 ANTIOCH ROAD NO 210 SHAWNEE MISSION KS 66204 X TIMOTHY CALLAGHAN 40.00 X X 304812 0 61187 CHARLES ROBB 1.00 X X 0 567353 217271 KENNETH SCOTT 40.00 X 315771 0 33400 J CHRIS PERRYMAN MD 40.00 X X 235379 0 29659 STEVEN STILES MD 40.00 X 183079 0 32408 MICHAEL AUSMUS 40.00 X X 327066 0 29749 THOMAS WILLARD 1.00 X 0 0 0 GEORGE PAGELS MD 1.00 X X 0 455544 215743 THOMAS BROWN 1.00 X 0 0 0 CANDACE MCDOWELL 1.00 X 0 0 0 STEVE TAKACS 40.00 X 156821 0 28294 ANDREW NIEWALD 40.00 X 300982 0 30932 RICHARD WHITLOW 40.00 X 318483 0 20280 RONALD JANSSEN 40.00 X 303431 0 27986 C ROBERT WETZEL 40.00 X 309557 0 41616 MITCHELL HAMBURG 40.00 X 368044 0 41303 3123425 1022897 809828 75 0 1 0 HARMON CONSTUCTION 18989 W 158TH STREET OLATHE KS 66062 CONSTRUCTION & CONST MGMT 712324 PRO MED TRANSCRIPTION PO BOX 9221 SHAWNEE MISSION KS 66201 TRANSCRIPTION SERVICES 240848 WESTPORT CONSTRUCTION 1006 E CLARK CLINTON MO 64735 CONSTRUCTION & CONST MGMT 148981 ALLIANCE TRANSCRIPTION PO BOX 271553 FLOWER MOUND TX 75027 TRANSCRIPTION SERVICES 139649 MCKESSON PO BOX 98347 CHICAGO IL 60693 PRINTING,MAILING & BILLING SERVICES 135080 6 13616571 13616571 NET PATIENT CARE REV 621110 34875398 34875398 OTHER PROGRAM SERVICES 621110 331993 331993 CLINICAL SPACE RENT 531120 119182 119182 RENT FROM AFFILIATES 531120 89682 89682 35416255 407917 407917 49440743 35416255 0 407917 1737624 1186510 551114 25591158 23183989 2407169 885019 779429 105590 2723683 2388950 334733 1667906 1472322 195584 12760 12760 25000 25000 188 188 3048265 2891018 157247 22794 22794 3166276 2811813 354463 262722 251952 10770 3018532 2863327 155205 41852 20750 21102 24790 9485 15305 917020 906718 10302 1529925 1208756 321169 SHARED SERVICES-SLHS 2800006 891540 1908466 BAD DEBT 1395281 1395281 0 MISCELLANEOUS 157833 99338 58495 DUES & MEMBERSHIPS 6131 1711 4420 49034765 42385871 6648894 0 25943 23920 2207787 2781117 2804936 2695534 1051335 1022146 14234390 8679828 5550231 5554562 444294 340914 12084526 12418193 2227247 2300653 13833 4950 72840 371018 2313920 2676621 X 9770606 9741572 9770606 9741572 12084526 12418193 X 405978 -435012 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 188 0 0 0 188 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: LINE F - PORTION OF DUES PAID TO ASSOCIATIONS AND CHAMBERS USED TOWARD LOBBYING ACTIVITIES. 58590 58590 2169411 889289 1280122 5139716 2518025 2621691 6535438 5020120 1515318 331235 252394 78841 5554562 PAYABLE TO AFFILIATES 371018 371018 PART XI, XII, AND XIII, THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. X 0 1 0 0 0 0 0 1 0 TIMOTHY CALLAGHAN 259478 0 50 0 45284 0 38802 0 22385 0 365999 0 13056 0 CHARLES ROBB 0 455380 0 50 0 111923 0 208361 0 8910 0 784624 0 92973 KENNETH SCOTT 272036 0 34591 0 9144 0 14700 0 18700 0 349171 0 0 0 J CHRIS PERRYMAN MD 207775 0 26238 0 1366 0 11909 0 17750 0 265038 0 0 0 STEVEN STILES MD 166777 0 15563 0 739 0 9344 0 23064 0 215487 0 0 0 MICHAEL AUSMUS 282900 0 43079 0 1087 0 7350 0 22399 0 356815 0 0 0 GEORGE PAGELS MD 0 396177 0 50 0 59317 0 193772 0 21971 0 671287 0 46466 STEVE TAKACS 145199 0 50 0 11572 0 6409 0 21885 0 185115 0 10771 0 ANDREW NIEWALD 238593 0 46750 0 15639 0 8575 0 22357 0 331914 0 0 0 RICHARD WHITLOW 264256 0 26836 0 27391 0 7350 0 12930 0 338763 0 0 0 RONALD JANSSEN 254536 0 46784 0 2111 0 9800 0 18186 0 331417 0 0 0 C ROBERT WETZEL 271301 0 37202 0 1054 0 14700 0 26916 0 351173 0 0 0 MITCHELL HAMBURG 332477 0 33830 0 1737 0 14700 0 26603 0 409347 0 0 0 PART I, LINE 4B 457(F) PLAN PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHUCK ROBB - $87,239 GEORGE PAGELS - $125,285 PART I, LINE 7 EMPLOYED PHYSICIANS ARE ELIGIBLE FOR BONUSES BASED ON PRODUCTIVITY AND OTHER PERFORMANCE MEASURES. SUPPLEMENTAL INFORMATION PART III PART II: CHUCK ROBB AND GEORGE PAGELS 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 VI, SECTION A, LINE 2 GEORGE PAGELS, MD, 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 (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 FOR REVIEW PRIOR TO FILING. THE 990 WAS 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 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. 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 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT PUBLICLY AVAILABLE. FORM 990, PART VII, BOX E CHUCK ROBB AND GEORGE PAGELS 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 HOURS OR MORE PER WEEK FOR ALL RELATED ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: RISK RETENTION GROUP SUBSCRIBER SAVINGS ACCOUNT DIVIDENDS -405,976. PENSION OBLIGATION TRANSFER TO SLHS -29,036. TOTAL TO FORM 990, PART XI, LINE 5: -435,012. FORM 990, PART VIII, LINE 3 INVESTMENT INCOME INCLUDES $405,976 OF SUBSCRIBER SAVINGS ACCOUNT ALLOCATION FROM RELATED RISK RETENTION GROUP. SAINT LUKES HEALTH SYSTEM 10920 ELM AVENUE KANSAS CITY MO 64134 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 100 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 2121 SUMMIT KANSAS CITY MO 64108 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 CUSHING MEMORIAL HOSPITAL CORPORATION 711 MARSHALL LEAVENWORTH KS 66048 480543792 HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES CANCER INSTITUTE LLC 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 SAINT LUKES HEALTH SYSTEM 0 SAINT LUKE'S COLLEGE OF HEALTH SCIENCES 8320 WARD PARKWAY SUITE 300 KANSAS CITY MO 64114 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 APPLYING FOR 501(C)( APPLYING FOR 170B1AI SAINT LUKES HEALTH SYSTEM 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 FAMILY ADVOCATES LLC 10918 ELM AVENUE KANSAS CITY MO 64134 202739036 FOSTER CARE MO N/A SAINT LUKES CARDIOLOGY SERVICES LLC 10920 ELM AVENUE KANSAS CITY MO 64134 263726426 HEALTH CARE MO N/A SAINT LUKE'S SURGICENTER 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 SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP 10920 ELM AVENUE KANSAS CITY MO 64134 371471890 INSURANCE SC N/A C ST LUKES HEALTH VENTURES INC 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 VENTURE FINANCIAL SERVICES INC 9500 EAST 63RD STREET SUITE 202 RAYTOWN MO 64133 431605740 COLLECTIONS MO N/A C SPELMAN DEVELOPMENT CORPORATION 601 SOUTH 169 HIGHWAY SMITHVILLE MO 64089 431296007 HEALTH CARE MO N/A C 0 0 1 0 0 0 0 0 1 1 1 1 0 1 1 1 0 0 TRANSACTIONS WITH RELATED ORGANIZATIONS SCHEDULE R, PART V, LINE 2 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.