2011-11-15T12:59:23-06:00 2010-12-31 990 2010-01-01 481203262 SAINT LUKES SOUTH HOSPITAL INC SAIN 9133177900 12300 METCALF AVENUE OVERLAND PARK KS 66213 KATHERINE HOWELL 9133177878 2011-11-15 2010 2016-03-07 17:11:31Z KATHERINE HOWELL 12300 METCALF AVE OVERLAND PARK KS 66213 97352911 0 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X 1998 KS HEALTH CARE PROVIDER - HOSPITAL 12 10 873 91 1292168 -98340 52532 51614 89150508 96045180 44966 106220 0 0 89248006 96203014 3130547 5245829 0 0 39848371 39504992 0 0 0 47207753 50765860 90186671 95516681 -938665 686333 82225616 82686094 72816586 72650561 9409030 10035533 X SAINT LUKE'S SOUTH IS A FAITH-BASED NOT-FOR-PROFIT COMMUNITY HOSPITAL COMMITTED TO THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH RELATED SERVICES TO OUR PATIENTS IN A CARING ENVIRONMENT. AS A MEMBER OF SAINT LUKE'S HEALTH SYSTEM, WE ARE COMMITTED TO ENHANCING THE PHYSICIAL, MENTAL AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE. 0 0 82549651 5245829 94717152 SAINT LUKE'S SOUTH HOSPITAL (SLS) IS A FAITH-BASED, NOT-FOR-PROFIT, COMMUNITY HOSPITAL CURRENTLY LICENSED TO OPERATE 125 BEDS AND IS DEDICATED TO PROVIDING BOTH SERVICES AND LEADERSHIP IN CARING FOR ITS COMMUNITY.ALL PROGRAM SERVICE EXPENSES WERE INCURRED IN FURTHERANCE OF OUR MISSION, WHICH IS TO ENSURE THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH RELATED SERVICES TO OUR PATIENTS IN A CARING ENVIRONMENT AND ENHANCING THE PHYSICAL, MENTAL AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE. IN 2010, THERE WERE 18,977 PATIENT DAYS AND 2,128 NEWBORN DAYS. IN ADDITION, THE HOSPITAL PROVIDED 14,035 EMERGENCY ROOM VISITS AND 55,334 OUTPATIENT VISITS AND OUTPATIENT SURGERIES. EMERGENCY SERVICES ARE PROVIDED 24 HOURS A DAY, 7 DAYS A WEEK AND ARE STAFFED BY BOARD-CERTIFIED EMERGENCY PHYSICIANS.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. 82549651 1 1 0 1 0 0 0 0 1 1 0 0 1 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 1 1 1 1 0 0 1 2 0 1 873 1 1 1 0 0 0 0 0 0 0 0 0 X 12 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 X CFO 9133177905 12300 METCALF AVENUE OVERLAND PARK KS 66213 X RANDAL L BROWN MD 2.00 X 0 0 0 JOHN R DOBSON III MD 2.00 X 0 0 0 PEGGY DUNN 2.00 X X 0 0 0 JIM HIX 2.00 X X 0 0 0 CHARLES D HORNER 2.00 X 0 0 0 AUDREY H LANGWORTHY 2.00 X 0 0 0 FRED J LOGAN JR 2.00 X X 0 0 0 GREG BENTZ 2.00 X 0 0 0 PATRICIA MARTIN MD 2.00 X 0 0 0 MARVIN SZNELER 2.00 X 0 0 0 MARIE GRIFFIN MD 2.00 X 0 237591 34568 CLINT ROBINSON 2.00 X 0 0 0 KATHERINE HOWELL 40.00 X 238389 0 45787 AMY NACHTIGAL 40.00 X 175074 0 10423 JULIA WOODS 40.00 X 130326 0 19121 ERICA BUSH 40.00 X 103811 0 12636 TROY OLLER 40.00 X 126168 0 12764 CHISTOPHER GREATHOUSE 40.00 X 130309 0 20513 JENIFER CLAUSEN 40.00 X 104148 0 32562 LAWRENCE WAGNER 40.00 X 123409 0 34737 1131634 237591 223111 8 0 1 0 WESTPORT ANESTHESIA 3651 COLLEGE BLVD SUITE 210 LEAWOOD KS 66211 MEDICAL SERVICES 2377117 P1 GROUP INC 16210 W 108TH ST LENEXA KS 66219 FACILITIES MANAGEMENT 2002974 CARDIOVASCULAR CONSULTANTS PC 4330 WORNALL RD SUITE 2000 KANSAS CITY MO 64111 MEDICAL SERVICES 1652706 PEDIATRIX MEDICAL GROUP PO BOX 281034 ATLANTA GA 30384 MEDICAL SERVICES 478467 JE DUNN CONSTRUCTION CO PO BOX 801150 KANSAS CITY MO 64180 CONSTRUCTION & CONST MGMT 440312 9 17070 34544 18709 51614 NET PATIENT REVENUE 622110 90618967 90618967 PHARMACY 446110 1614380 740193 874187 REGIONAL LAB 621500 1232793 1194846 37947 MEDICAL OFFICE RENTS 531120 1145068 765034 380034 RENT FROM AFFILIATES 531120 622546 622546 811426 811426 96045180 45061 45061 1186905 24151 1089886 60011 97019 -35860 61159 -35860 97019 96203014 94717152 1292168 142080 5245829 5245829 619117 619117 31356216 27976453 3379763 214833 157371 57462 4920972 4288623 632349 2393854 2094475 299379 121594 121594 47000 47000 23907 21864 2043 8556801 7778278 778523 14742 3605 11137 18857859 18346016 511843 386108 386108 2782853 2635927 146926 25113 14665 10448 28827 21120 7707 1857800 1759943 97857 4948918 4599370 349548 121776 -310475 432251 SHARED SERVICES- SLHS 6999996 2348779 4651217 BAD DEBTS 3460800 3460800 MISCELLANEOUS 1854687 1465593 389094 BOND EXPENSES 677079 641415 35664 95516681 82549651 12967030 0 2999 3149 3359754 3514233 11550242 10563043 2547723 2474964 1002567 1013025 98867436 42292506 58815483 56574930 390645 675263 1224938 1134181 3331265 6733306 82225616 82686094 7169253 6717348 52646657 51932916 13000676 14000297 72816586 72650561 X 8907334 9446401 501696 589132 9409030 10035533 82225616 82686094 X 686333 -59830 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 7903 0 0 0 7903 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: LINE F: PORTION OF DUES PAID TO HEALTH CARE RELATED ASSOCIATIONS, THE MAJORITY WHICH WAS PAID TO THE KANSAS HOSPITAL ASSOCIATION, USED FOR LOBBYING ACTIVITIES. 261568 103790 36550 57149 344759 212917 54723 62994 69066 261568 342301 65017 -83343 111058 212917 1.00000 1 0 7986530 7986530 50506780 14500752 36006028 4218359 3391033 827326 33014777 22121407 10893370 3140990 2279314 861676 56574930 DUE FROM AFFILIATES 868311 INVESTMENT IN ST LUKES SOUTH SURGERY CENTER 406308 INTEREST IN NET ASSETS OF FOUNDATION-SFAS 136 244372 FIN 45 PHYSICIAN GUARANTEE 5214315 6733306 PAYABLE TO AFFILIATES 7833753 RESERVE FOR SELF INSURED RISKS 753000 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 127145 FIN 45 PHYSICIAN GUARANTEE 5214315 OTHER LIABILITIES 72084 14000297 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, HEALTH-RELATED SCHOLARSHIPS AND COMMUNITY HEALTH INITIATIVES. THE ASSETS HELD AT THE UNRELATED ORGANIZATION REPRESENTS THE ORGANIZATION'S SHARE OF NET ASSETS AT SAINT LUKE'S HOSPITAL FOUNDATION PER SFAS 136. SUCH ASSETS ARE REPORTED IN FORM 990, PART X, BALANCE SHEET, LINE 15. 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 1 0 0 1892774 1892774 0.02060 2369691 1688148 681543 0.00740 4262465 1688148 2574317 0.02800 55584 8270 47314 0.00050 42277 29945 12332 0.00010 19553 19553 0.00020 37050 1190 35860 0.00040 154464 39405 115059 0.00120 4416929 1727553 2689376 0.02920 554005 554005 0.00600 554005 554005 0.00600 0 885965 23927863 30000147 -6072284 X 1 1 1 SAINT LUKE'S SOUTH SURGERY CENTER LLC AMBULATORY SURGERY CENTER 0.52620 0.43250 1 1 SAINT LUKE'S SOUTH HOSPITAL

12300 METCALF AVENUE OVERLAND PARK KS 66213

X X X NOT REQUIRED 1 1 SAINT LUKE'S SOUTH SURGERY CENTER LLC

12541 FOSTER OVERLAND PARK KS 66213

AMBULATORY SURGERY CENTER PART I, LINE 7: COST OF CHARITY CARE AND UNREIMBURSED HEALTH SERVICES WERE CALCULATED USING THE APPROPRITE COST TO CHARGE RATIO FROM THE ORGANIZATION'S COST REPORT. PART I, L7 COL(F): OUR TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN (A) WAS $95,516,681. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT WAS $3,460,800. THIS LEFT US WITH A TOTAL EXPENSE OF $92,055,881 FOR PURPOSES OF CACLULATING LINE 7, COLUMN (F), PART II: OUR HOSPITAL SPONSORS OR PARTICIPATES IN MANY COMMUNITY BUILDING ACTIVITIES WHICH PROMOTE THE HEALTH OF OUR COMMUNITY. THE HOSPITAL HAS A PARTNERSHIP WITH THE JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY. THROUGH THIS PARTNERSHIP, THE HOSPITAL PARTICIPATES IN EDUCATIONAL OFFERINGS FOR THE COMMUNITY. THE HOSPITAL PROVIDES FINANCIAL SUPPORT TO THE HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY WHICH PROVIDES LOW INCOME UNINSURED PATIENTS FREE MEDICAL AND DENTAL CARE. THE HOSPITAL PARTICIPATES WITH WY-JO CARE PROVIDING CHARITY CARE FOR LOW-INCOME, UNINSURED RESIDENTS OF JOHNSON AND WYANDOTTE COUNTIES. THE HOSPITAL HOLDS AN ANNUAL COMMUNITY HEALTH FAIR IN WHICH INDIVIDUALS FROM THE COMMUNITY CAN GET FREE HEALTH SCREENINGS AND LAB WORK COMPLETED. THE HOSPITAL SPONSORS MULTIPLE COMMUNITY EVENTS TO BENEFIT VARIOUS COMMUNITY ORGANIZATIONS. IN ADDITION, THE HOSPITAL HAS PARTICIPATED IN VOLUNTEER WORK WITH HARVESTERS TO FEED CHILDREN IN NEED, CAREER SHADOWING, PARTICIPATION IN THE CENTER FOR ADVANCED PROFESSIONAL STUDIES (CAPS PROGRAM) FOR HIGH SCHOOL STUDENTS, CREATING A NURSING MENTORING TOOLKIT, AND PROVIDING STAFF FOR VARIOUS PRESENTATIONS AND EDUCATION OPPORTUNITIES FOR OUR COMMUNITY. 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 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 THE COMMUNITY REGARDING ITS NEEDS. 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 LUKES SOUTH IS LOCATED IN SUBURBAN JOHNSON COUNTY, KANSAS WHICH IS PART OF THE LARGER KANSAS CITY METROPOLITAN AREA. THE HOSPITAL'S PRIMARY SERVICE AREA HAS HISTORICALLY BEEN HIGHLY POPULATED WITH COLLEGE EDUCATED, INSURED INDIVIDUALS. 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. 1 SAINT LUKE'S MEDICAL GROUP (501C3 AFFILIATE) 6750 ANTIOCH ROAD SHAWNEE MISSION KS 66202 481598353 501C3 3399994 FUNDING SAINT LUKE'S HOSPITAL FOUNDATION 4225 BALTIMORE AVE KANSAS CITY MO 64111 446014699 501C3 25000 DONATIONS/HONORARIUMS HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY 7171 W 95TH ST OVERLAND PARK KS 66212 481115529 501C3 20000 SPONSOR CHARITABLE EVENT SLCC INC(501C3 AFFILIATE) 4330 WORNALL SUITE 2000 KANSAS CITY MO 64111 271994652 501C3 1789663 FUNDING 4 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE PROVIDED TO QUALIFIED 501(C)(3) CHARITIES. ALL DONEE INFORMATION IS KEPT AS PART OF THE ORGANIZATION'S BOOKS AND RECORDS. 0 0 0 0 0 0 0 0 0 MARIE GRIFFIN MD 0 216469 0 20216 0 906 0 8571 0 25997 0 272159 0 0 KATHERINE HOWELL 213239 0 50 0 25100 0 26671 0 19116 0 284176 0 11220 0 AMY NACHTIGAL 151694 0 2410 0 20970 0 8581 0 1842 0 185497 0 17509 0 CHISTOPHER GREATHOUSE 127062 0 3118 0 129 0 4006 0 16507 0 150822 0 0 0 LAWRENCE WAGNER 123282 0 50 0 77 0 11536 0 23201 0 158146 0 0 0 SUPPLEMENTAL INFORMATION PART III PART II, MARIE GRIFFIN 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. JE DUNN CONSTRUCTION COMPANY ENTITY OWNED > 35% BY FAMILY OF PEGGY DUNN, BOARD MEMBER. 440312 FACILITY CONSTRUCTION & CONSTRUCTION MANAGEMENT 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 OFFICER. 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, SECTION A, COLUMN E MARIE GRIFFIN 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. MARIE GRIFFIN WORKED 40 HOURS OR MORE PER WEEK FOR ALL RELATED ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 18,907. INTEREST IN NET ASSETS OF FOUNDATION-SFAS 136 4,245. PENSION LIABILITY TRANSFER TO SLHS -82,982. TOTAL TO FORM 990, PART XI, LINE 5: -59,830. JOINT VENTURES FORM 990, PART VI, LINE 16B DURING 2010, THE ORGANIZATION PARTICIPATED IN A JOINT VENTURE ESTABLISHED SEVERAL YEARS AGO. 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. TAX EXEMPT BOND LIABILITIES FORM 990, PART X, BALANCE SHEET, LINE 20 THE AMOUNT REPORTED AS TAX-EXEMPT BONDS IS THE PORTION OF SAINT LUKE'S HEALTH SYSTEM BONDS ALLOCATED TO SAINT LUKE'S SOUTH HOSPITAL. REQUIRED INFORMATION FOR THE BONDS, INCLUDING SCHEDULE K, IS REPORTED IN THE SAINT LUKE'S HEALTH SYSTEM (EIN: 43-1747502) IRS FORM 990. ST LUKE'S SOUTH MEDICAL SERVICES LLC 12300 METCALF AVE OVERLAND PARK KS 66213 431858614 INACTIVE KS SAINT LUKE'S 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 HWY SMITHVILLE MO 64089 440565393 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKE'S EAST HOSPITAL 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 562488077 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKE'S MEDICAL GROUP 6750 ANTIOCH STE 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 ST LUKES HOSPITAL OF KANSAS CITY 0 SAINT LUKE'S 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 SAINT LUKE'S HOSPITAL OF TRENTON 191 IOWA BLVD TRENTON MO 64683 431707306 HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKES HEALTH SYSTEM 0 SAINT LUKE'S 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 4200 PENNSYLVANIA AVE 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 LUKE'S 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 LUKE'S 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 LUKES 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 SAINT LUKE'S SOUTH SURGERY CENTERLLC 11221 ROE AVE STE 320 LEAWOOD KS 66211 201721929 AMBULATORY SURGERY CENTER KS SAINT LUKE'S SOUTH HOSPITAL RELATED 63517 1361609 0 1 0.52620 MEDICAL PLAZA PARTNERS LP 4320 WORNALL ROAD STE 410 KANSAS CITY MO 64111 431357824 OWN & OPERATE MEDICAL OFFICE BUILDING MO N/A MEDICAL PARK ASSOCIATES A LP 601 SOUTH 169 HWY SMITHVILLE MO 64089 431311049 OWN & OPERATE MEDICAL OFFICE BUILDING MO N/A SAINT LUKE'S SURGICENTER - LEE'S SUMMIT LLC 11221 ROE AVE STE 320 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 LUKE'S CARDIOLOGY SERVICES LLC 10920 ELM AVENUE KANSAS CITY MO 64134 263726426 HEALTH CARE MO N/A SAINT LUKE'S GI DIAGNOSTICS LLC 4321 WASHINGTON SUITE 5700 KANSAS CITY MO 64111 274142549 HEALTH CARE MO N/A SAINT LUKE'S HEALTH SYSTEM RISK RETENTION GROUP 10920 ELM AVENUE KANSAS CITY MO 64134 371471890 INSURANCE SC N/A ST LUKE'S HEALTH VENTURES INC 4320 WORNALL ROAD STE 410 KANSAS CITY MO 64111 431278476 ACCOUNTING MO N/A MEDICAL PLAZA MANAGEMENT INC 4320 WORNALL ROAD STE 410 KANSAS CITY MO 64111 431352317 MEDICAL OFFICE BUILDING MANAGEMENT MO N/A VENTURE FINANCIAL SERVICES INC 9400 E 63RD ST STE 202 RAYTOWN MO 64133 431605740 COLLECTIONS MO N/A SPELMAN DEVELOPMENT CORPORATION 601 SOUTH 169 HWY SMITHVILLE MO 64089 431296007 HEALTH CARE MO N/A 0 1 0 0 1 1 0 0 1 0 1 1 1 1 1 1 0 0 ST LUKES SOUTH SURGERY CENTER R 63517 K-1 INCOME 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.