2011-11-14T14:09:16-06:00 2010-12-31 990 2010-01-01 562488077 SAINT LUKES EAST HOSPITAL SAIN 8163475000 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 JOSEPH STASI 8163474887 2011-11-14 2010 2016-03-07 17:11:31Z SAINT LUKE'S EAST-LEE'S SUMMIT JOSEPH STASI 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 122025161 0 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X 2004 MO FAITH-BASED COMMUNITY HOSPITAL 13 10 994 153 429165 0 35289 45163 107391466 121832295 70505 39222 0 0 107497260 121916680 4980450 3198498 0 0 38869533 42492681 0 0 0 59275860 66041024 103125843 111732203 4371417 10184477 201417107 213870708 147563442 149834317 53853665 64036391 X SAINT LUKE'S EAST-LEE'S SUMMIT IS A FAITH-BASED, NOT-FOR-PROFIT COMMUNITY HOSPITAL COMMITTED TO THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH CARE AND HEALTH SERVICES IN A CARING ENVIRONMENT. AS A MEMBER OF SAINT LUKE'S HEALTH SYSTEM, WE ARE COMMITTED TO ENHANCING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE. 0 0 98828094 3198558 121368080 SAINT LUKE'S EAST HOSPITAL (SLEH) IS A FULL SERVICE, 117 BED HOSPITAL AND OUTPATIENT CAMPUS PROVIDING ACUTE AND GENERAL HEALTH CARE TO THE COMMUNITY. 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. THE HOSPITAL HAD 24,138 INPATIENT DAYS AND PROVIDED APPROXIMATELY 78,964 OUTPATIENT AND EMERGENCY SERVICES. EMERGENCY SERVICES ARE PROVIDED 24 HOURS A DAY, 7 DAYS A WEEK AND ARE STAFFED BY BOARD-CERTIFIED EMERGENCY PHYSICIANS. THE HOSPITAL ALSO PROVIDES HEALTH RELATED ACTIVITIES AND SERVICES IN SUPPORT OF THE COMMUNITY, INCLUDING BUT NOT LIMITED TO SOCIAL WORK SERVICES, SPIRITUAL SERVICES, AND COMMUNITY EDUCATION / HEALTH FAIRS. 98828094 1 1 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 2 0 1 994 1 1 1 0 0 0 0 0 0 0 0 0 X 13 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 8163475000 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 X GEORGE A PAGELS MD 20.00 X X 0 455544 215744 JEAN ALLEY 2.00 X X 0 0 0 WILLIAM F BELL MD 2.00 X 0 0 0 ROBERT BONNEY 2.00 X 0 343302 173261 HERBERT A DEMPSEY SR MD 2.00 X 0 0 0 GERALD F DUGAN 2.00 X 0 0 0 THOMAS D JACKSON 2.00 X X 0 0 0 LESSIE THOMPSON 2.00 X 0 0 0 MICHELE R SPILKER 2.00 X 0 0 0 MACHELLE H RIFFE 2.00 X 0 0 0 KEITH ASEL 2.00 X 0 0 0 ALBERT TRANCHILLA JR 2.00 X 0 0 0 JOHN D CULVER 2.00 X 0 0 0 JOSEPH STASI 40.00 X 206035 0 52608 GLORIA SOLIS 40.00 X 170002 0 44770 GREG TEALE 40.00 X 115526 0 24405 ALEXANDER POPE JR 40.00 X 103140 0 36921 DENNIS SHARPE 40.00 X 110647 0 22115 JOHN CLABAUGH 40.00 X 110045 0 6344 QUOC TRUONG 40.00 X 103140 0 2923 918535 798846 579091 10 0 1 0 JE DUNN CONSTRUCTION INC 929 HOLMES KANSAS CITY MO 64106 CONSTRUCTION 12441168 CARDIOVASCULAR CONSULTANTS INC 4030 WORNALL ROAD SUITE 200 KANSAS CITY KS 64111 MEDICAL 1117050 P1 GROUP INC 16210 W 108TH STREET LENEXA MO 66219 MAINTENANCE 1086788 NURSEFINDERS 524 E LAMAR BLVD SUITE 300 ARLINGTON TX 76011 TEMPORARY HELP 1048084 SAINT LUKES EAST ANESTHESIA SVCS PC 10310 STATE LINE ROAD SUITE A LEAWOOD KS 66206 MEDICAL 958759 15 18120 27043 16398 45163 NET PATIENT REVENUE 622110 113171922 113171922 LEE'S SUMMIT ASC 621400 4572435 4572435 MEDICAL OFFICE BLDING 531120 2653201 2251603 401598 REGIONAL LAB 621500 697033 669466 27567 737704 737704 121832295 74272 74272 73431 108481 -35050 -35050 -35050 121916680 121368080 429165 74272 3198498 3198498 473415 473415 34331922 31378139 2953783 863372 778329 85043 4439534 3912942 526592 2384438 2149567 234871 152783 152783 47000 47000 10340064 9076039 1264025 88841 290 88551 19659426 19283803 375623 338606 400 338206 2665073 2586512 78561 27978 14160 13818 68354 46549 21805 5131307 4952272 179035 10919499 10671652 247847 612023 450599 161424 SHARED SERVICES-SLHS 8300004 2772762 5527242 BAD DEBTS 5776301 5776301 BOND FEES 1361602 1314095 47507 EICU SERVICES 375919 375919 176244 89266 86978 111732203 98828094 12904109 0 17557044 23191788 2458675 1079409 14400694 15743790 2014487 1961415 771959 902702 206655973 45179618 155056936 161476355 267839 258073 2776161 2972927 6113312 6284249 201417107 213870708 9380669 8713490 126988881 129233981 11193892 11886846 147563442 149834317 X 53727744 63872675 125921 163716 53853665 64036391 201417107 213870708 X 10184477 -1751 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 1065 0 0 0 1065 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: LINE F- PORTION OF DUES PAID TO MISSOURI HOSPITAL ASSOCIATION USED TOWARD LOBBYING ACTIVITIES. 125921 85500 1006 48704 7 163716 81417 75200 1074 31759 11 125921 75050 45200 1331 40164 81417 1.00000 1 0 4405640 4405640 132090081 21871511 110218570 5918297 2761841 3156456 49713193 19028125 30685068 14528762 1518141 13010621 161476355 ESTIMATED THIRD PARTY PAYOR SETTLEMENTS 6696724 OTHER LIABILITIES 1959122 RESERVE FOR SELF INSURED RISKS 3231000 11886846 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF ENDOWMENT FUNDS INCLUDES BUT IS NOT LIMITED TO MEDICAL STAFF DEVELOPMENT AND GENERAL OPERATIONS OF THE HOSPITAL. PART XI, XII, AND XIII - THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. 1 1 X 1 X 1 X 1 1 0 0 4995720 2072486 2923234 0.02760 9996069 12811988 -2815919 0.00000 14991789 14884474 107315 0.00100 175659 0 175659 0.00170 228551 0 228551 0.00220 70859 475 70384 0.00070 475069 475 474594 0.00460 15466858 14884949 581909 0.00560 1292 1292 0.00000 28543 28543 0.00030 29835 29835 0.00030 0 1397865 27264091 38681389 -11417298 X 1 1 1 SAINT LUKES SURGICENTER-LEE'S SUMMIT OUTPATIENT SURGERY 0.51000 0.00000 0.45000 1 1 SAINT LUKES EAST HOSPITAL

100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086

X X X NOT REQUIRED 1 1 SAINT LUKES SURGICENTER - LEES SUMMIT

120 NE SAINT LUKES BLVD LEES SUMMIT MO 64086

AMBULATORY SURGERY CENTER PART I, LINE 7: COST OF CHARITY CARE AND UNREIMBURSED HEALTH SERVICES WERE CALCULATED USING THE APPROPRIATE COST TO CHARGE RATIO FROM THE HOSPITAL'S COST REPORT. PART I, L7 COL(F): OUR TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN (A) WAS $111,732,203. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT WAS $5,776,301. THIS LEFT US WITH A TOTAL EXPENSE OF $105,995,902 FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). PART II: OUR HOSPITAL SPONSORS OR PARTICIPATES IN MANY COMMUNITY BUILDING ACTIVITIES WHICH PROMOTE THE HEALTH OF OUR COMMUNITY. OTHER SPONSORSHIPS OF COMMUNITY EVENTS INCLUDE VOLUNTEER WORK WITH HARVESTERS TO FEED CHILDREN IN NEED, IMPLEMENTATION AND EDUCATION OF GREEN INITIATIVES, CAREER SHADOWING, AND PARTICIPATION IN A HIGH SCHOOL CAREER ADVISORY PROGRAM. WE 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 ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS, CONSIDERING BUSINESS AND GENERAL ECONOMIC CONDITIONS IN ITS SERVICE AREA, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON ITS REVIEW OF ACCOUNTS RECEIVABLE PAYOR COMPOSITION AND AGING, TAKING INTO CONSIDERATION RECENT WRITE-OFF EXPERIENCE BY PAYOR CATEGORY, PAYOR AGREEMENT RATE CHANGES, AND OTHER FACTORS. THE RESULTS OF THESE EVALUATIONS ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR BAD DEBTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES. AFTER AMOUNTS DUE FROM THIRD PARTY PAYORS ARE SATISFIED, THE SYSTEM FOLLOWS ESTABLISHED GUIDELINES FOR PLACING CERTAIN PAST-DUE PATIENT BALANCES WITH EXTERNAL COLLECTION AGENCIES.COSTING METHODOLOGY: THE RATIO OF PATIENT CARE COST TO CHARGES (FROM MEDICARE COST REPORT) 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 8: MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST-TO-CHARGE RATIO DIRECTLY FROM THE MEDICARE COST REPORT. SHORTFALLS ARISE FROM PAYMENTS THAT ARE LESS THAN WHAT IT COSTS TO PROVIDE THE CARE AND SERVICES. WE ACCEPT ALL MEDICARE PATIENTS KNOWING THE COST OF PROVIDING THE CARE MAY EXCEED THE FUNDS WE RECEIVE FROM MEDICARE FOR THE SERVICE. OUR SHORTFALL IS CONSIDERED TO BE COMMUNITY BENEFIT. MEDICARE SHORTFALLS MUST BE ABSORBED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE ELDERLY IN OUR COMMUNITY. ADDITIONALLY, IT IS IMPLIED IN INTERNAL REVENUE SERVICE REVENUE RULING 69-545 THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT. REVENUE RULING 69-545, WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR TAX-EXEMPT HOSPITALS, INDICATES THAT PARTICIPATION IN PUBLICLY-FINANCED PROGRAMS, SUCH AS MEDICARE, IS EVIDENCE THAT A HOSPITAL MEETS THE COMMUNITY BENEFIT STANDARD. 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 OBTAINS HIDI MARKET DATA AND OTHER OUTPATIENT MARKET DATA. WITH THIS DATA, THE HOSPITAL IDENTIFIES SERVICES RECEIVED BY THE RESIDENTS OF OUR COMMUNITY (DEFINED BY OUR PRIMARY AND SECONDARY SERVICE AREAS). ANY PREDOMINANT SERVICES NOT CURRENTLY OFFERED BY THE HOSPITAL ARE CONSIDERED AT THIS TIME.ANOTHER ELEMENT OF THE COMMUNITY ASSESSMENT CONSISTS OF QUARTERLY MEETINGS OF THE SENIOR ADVISORY COMMITTEE AND BUSINESS ADVISORY COMMITTEE OF BOARD OF DIRECTORS. THROUGH FEEDBACK FROM THESE MEETINGS, COMMUNITY NEEDS ARE COMMUNICATED TO THE HOSPITAL AND CONSIDERED. 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: SAINT LUKE'S EAST HOSPITAL IS LOCATED IN JACKSON COUNTY, MISSOURI, A SUBURB OF THE KANSAS CITY METROPOLITAN AREA. WE GENERALLY DESCRIBE OUR COMMUNITY AS A 26 ZIP CODE SERVICE AREA. PART VI, LINE 6: THE BOARD OF DIRECTORS CONSISTS OF MEDICAL PROFESSIONALS, BUSINESS PROFESSIONALS AND ACTIVE COMMUNITY MEMBERS, NEARLY ALL OF WHOM RESIDE OR PRACTICE IN THE COMMUNITY. THE BOARD IS INVOLVED IN THE PLANNING AND COMMUNITY ASSESSMENT PROCESSES. 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. 1 SAINT LUKE'S MEDICAL GROUP (AFFILIATED 501C3 ORG) 6750 ANTIOCH ROAD SUITE 210 MERRIAM KS 66204 431598353 501 C 3 1418937 OPERATING FUNDS SAINT LUKE'S FOUNDATION 4225 BALTIMORE AVE KANSAS CITY MO 64111 446014699 501 C 3 25500 DONATION SLCC INC (AFFILIATED 501C3 ORG) 4330 WORNALL ROAD SUITE 2000 KANSAS CITY MO 64111 271994652 APPLYING FOR 501C3 1708701 OPERATING FUNDS ADOPT A HIGHWAY LITTER SERVICE OF AMERICA INC FILE 050232 LOS ANGELES CA 90074 205092975 9600 CIVIC RESPONSIBILITY LEE'S SUMMIT DOWNTOWN ROTARY CLUB PO BOX 774 LEES SUMMIT MO 64063 262456296 501 C 3 8500 DONATION SUMMIT ART 1301 NW DUNCAN RD BLUE SPRINGS MO 64015 412147766 10000 DONATION 4 2 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE PROVIDED TO QUALIFYING ORGANIZATIONS. ALL DONEE INFORMATION IS KEPT AS PART OF THE ORGANIZATION'S BOOKS AND RECORDS. X 0 1 0 0 0 0 0 0 0 GEORGE A PAGELS MD 0 396177 0 50 0 59317 0 193772 0 21972 0 671288 0 46466 ROBERT BONNEY 0 304860 0 50 0 38392 0 145901 0 27360 0 516563 0 22481 JOSEPH STASI 178281 0 50 0 27704 0 23226 0 29382 0 258643 0 15553 0 GLORIA SOLIS 154147 0 78 0 15777 0 21341 0 23429 0 214772 0 12427 0 PART I, LINE 4B 457(F) PLAN PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: ROBERT BONNEY - $84,940 GEORGE PAGELS - $125,285 SUPPLEMENTAL INFORMATION PART III PART II: REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS FOR GEORGE PAGELS IS FOR THE ENTIRE CALENDAR YEAR AND IS FOR COMPENSATION FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. ROBERT BONNEY 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. ROCKHILL ORTHOPAEDICS GERALD DUGAN IS AN OFFICER OF ROCKHILL ORTHOPAEDICS 501340 ROCKHILL ORTHOPAEDICS PAID THE FILING ORGANIZATION RENT FOR MEDICAL OFFICES. 0 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. 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 15 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 OTHER HIGHLY COMPENSATED OFFICERS. 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. 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 REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS FOR GEORGE PAGELS IS FOR COMPENSATION FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. GEORGE PAGELS WORKED 20 HOURS OR MORE PER WEEK FOR RELATED ORGANIZATIONS ROBERT BONNEY 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. ROBERT BONNEY WORKED 40 HOURS OR MORE PER WEEK FOR RELATED ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: TRANSFER TO SAINT LUKE'S HEALTH SYSTEM FOR PENSION -1,751. TOTAL TO FORM 990, PART XI, LINE 5: -1,751. JOINT VENTURE FORM 990, PART VI, SECTION B, LINE 16B DURING 2010, THE ORGANIZATION PARTICIPATED IN A JOINT VENTURE ESTABLISHED SEVERAL YEARS AGO. WHILE THE ORGANIZATION DID NOT ADOPT A WRITTEN POLICY REGARDING JOINT VENTURES BY THE END OF 2010, THE ORGANIZATION'S PROCEDURES INCLUDE OVERSIGHT AND REVIEW OF ANY JOINT VENTURES TO ENSURE EXEMPT STATUS IS PROTECTED. THE ORGANIZATION HAS MAJORITY CONTROL AND/OR OPERATING AGREEMENT REQUIREMENTS FOR THE VENTURE TO OPERATE IN A MANNER CONSISTENT WITH THE ORGANIZATION'S EXEMPT MISSION AND FOR THE VENTURE TO NOT ENGAGE IN POLITICAL CANDIDATE CAMPAIGN ACTIVITY OR OTHER ACTIVITIES THAT WOULD JEOPARDIZE THE ORGANIZATION'S EXEMPTION. SAINT LUKES HEALTH SYSTEM INC 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 N/A 0 SAINT LUKES NORTHLAND HOSPITAL CORPORATION 601 SOUTH 169 HIGHWAY SMITHVILLE MO 64089 440545393 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 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 AVENUE KANSAS CITY MO 64134 440545808 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HOSPITAL OF KANSAS CITY 0 SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE 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 TRENTON 701 EAST FIRST 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) 170B1AIII 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 SAINT LUKES HOSPITAL OF KANSAS CITY 0 SAINT LUKES 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(C)(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 LUKES COLLEGE OF HEALTH SCIENCES 8320 WARD PARKWAY SUITE 300 KANSAS CITY MO 64114 272716128 POST SECONDARY NURSING EDUCATION MO 501(C)(3) 170B1AIII SAINT LUKES HOSPITAL OF KANSAS CITY 0 SLCC INC 4330 WORNALL ROAD KANSAS CITY MO 64111 271994652 HEALTH CARE KS APPLYING FOR 501(C)( APPLYING FOR 170B1A1 SAINT LUKES HEALTH SYSTEM 0 SAINT LUKES SURGICENTER - LEES SUMMIT 11221 ROE AVENUE STE 230 OVERLAND PARK KS 66211 470853481 HEALTH CARE MO SAINT LUKES EAST HOSPITAL RELATED 4432324 2620846 0 1 0.51000 MEDICAL PLAZA PARTNERS LP 4320 WORNALL ROAD SUITE 410 KANSAS CITY MO 64111 431357824 OWN AND OPERATE MEDICAL OFFICE BUILDING MO N/A MEDICAL PARK ASSOCIATES A LP 601 SOUTH 169 HIGHWAY SMITHVILLE MO 64089 431311049 OWN AND OPERATE MEDICAL OFFICE BUILDING MO N/A SAINT LUKES SOUTH SURGICENTER 11221 ROE AVENUE STE 230 OVERLAND PARK KS 66211 201721929 HEALTH CARE KS 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 LUKES GI DIAGNOSTICS LLC 4321 WASHINGTON SUITE 5700 KANSAS CITY MO 64111 274142549 HEALTH CARE MO N/A SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP 1327 C ASHLEY ROAD SUITE 200 CHARLESTON SC 29407 371471890 INSURANCE SC C ST LUKES HEALTH VENTURES INC 4320 WORNALL ROAD SUITE 410 KANSAS CITY MO 64111 431278476 ACCOUNTING MO C MEDICAL PLAZA MANAGEMENT INC 4320 WORNALL ROAD SUITE 410 KANSAS CITY MO 64111 431352317 MEDICAL OFFICE BUILDING MANAGEMENT MO C VENTURE FINANCIAL SERVICES INC 6158 RAYTOWN TRAFFICWAY KANSAS CITY MO 64133 431605740 COLLECTIONS MO C SPELMAN DEVELOPMENT CORPORATION 601 SOUTH 169 HIGHWAY SMITHVILLE MO 64089 431296007 HEALTH CARE MO C 1 1 0 0 0 1 0 0 1 1 1 0 1 1 1 1 1 1 ST LUKE'S SURGICENTER - LEE'S SUMMIT LLC A 731381 FMV RENT - HOSPITAL CAMPUS ST LUKE'S SURGICENTER - LEE'S SUMMIT LLC R 5338985 LLC CASH DISTRIBUTIONS ST LUKE'S SURGICENTER - LEE'S SUMMIT LLC Q 1112288 LLC CASH CONTRIBUTIONS TRANSACTIONS WITH RELATED ORGANIZATIONS SCHEDULE R, PART V, LINE 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.