2026-08-15T05:50:31-05:00 2025-09-30 861065772 Deloitte Tax LLP 111 Monument Circle Suite 4200 Indianapolis IN 46204 990 2024-10-01 562570681 St Luke's Health System Ltd STLU 2083812222 190 E Bannock St Boise ID 83712 Pete DiDio SVP/CFO/Treasurer 2083812222 2026-08-14 1 1 Shawna M Jansons P01222873 3174648600 2024 2025-03-06 01:10:19Z Chris Roth 190 E Bannock St Boise ID 83712 887479988 0 X www.stlukesonline.org X 2006 ID Management of the delivery of healthcare services. 16 15 20938 927 4270127 2712505 10134429 6981809 741701960 839916433 7842384 16804465 5158471 5011967 764837244 868714674 8312856 7043741 0 0 509861367 584064501 0 0 0 246663021 284280131 764837244 875388373 0 -6673699 1689766158 2615701989 1772317385 2683697777 -82551227 -67995788 X To improve the health of people in the communities we serve. 0 0 645349210 7043741 840685055 As an Idaho-based, not-for-profit health system, St. Luke's is committed "To improve the health of people in the communities we serve" as its mission. With local residents as our board members providing guidance, and in partnership with similarly focused entities, we dedicate resources, skills and knowledge to the best possible compassionate care at every St. Luke's facility. St. Luke's is the region's leader in heart, cancer, women's and children's services; St. Luke's hospitals are nationally recognized for excellence in patient care as attested to by awards, accreditations and designations reflecting the exceptional care that is synonymous with the St. Luke's name. We often have been ranked among the 15 top health systems in the U.S. and have achieved six consecutive Magnet designations, the gold standard for nursing excellence. St. Luke's Health System supports and oversees the operations of all the hospital organizations within the St. Luke's Health System, including: St. Luke's Regional Medical Center Ltd. St. Luke's Wood River Medical Center Ltd. St. Luke's Magic Valley Regional Medical Center Ltd. St. Luke's McCall Ltd. St. Luke's Nampa Medical Center Ltd. St. Luke's Health Foundation Ltd.; St. Luke's Clinic Coordinated Care Ltd. (accountable care organization); Select Medical Network of Idaho Inc. (clinical integration network); and St. Luke's Health Plan (health insurance provider) receive St. Luke's Health System administrative and operational support. 645349210 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 1224 0 1 20938 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X Jared Grant 2083812222 190 E Bannock Boise ID 83712 X Chris Roth President & System CEO 40.00 12.00 X X 2017450 0 87147 Andy Scoggin Director 0.50 2.50 X 0 0 0 Lisa Grow Chair (Start 10/2024) 0.50 2.50 X X 0 0 0 Bill Gilbert Director 0.50 2.50 X 0 0 0 Bill Whitacre Director 0.50 2.50 X 0 0 0 Bill Ystueta Director 0.50 2.50 X 0 0 0 Bob Lokken Director 0.50 2.50 X 0 0 0 Dan Krahn Director 0.50 2.50 X 0 0 0 Dave Snelson Director (Start 10/2024) 0.50 4.50 X 0 0 0 Emily Baker Director 0.50 2.50 X 0 0 0 Jill Twedt Director 0.50 2.50 X 0 0 0 Laura McGeorge MD Director 0.50 2.50 X 0 0 0 Linda Hartgen Director (Start 7/2025) 0.50 2.50 X 0 0 0 Rich Raimondi Director 0.50 4.50 X 0 0 0 Rosa Davila Director 0.50 2.50 X 0 0 0 Tom Corrick Director 0.50 2.50 X 0 0 0 Christine Neuhoff SVP/Chief Legal Officer/Secretary 40.00 10.00 X 874555 0 90872 Kate Fowler SVP/CFO/Treasurer 40.00 10.00 X 860999 0 64747 James Souza MD SVP, Chief Physician Executive 40.00 0.00 X 1063304 0 72803 Sandee Moore Gehrke Executive VP, Chief Operating Officer 15.00 27.00 X 910430 0 81168 Dave Self SVP, Chief Administrative Officer 40.00 0.00 X 798481 0 34528 Reid Stephan VP, Chief Information Officer 40.00 0.00 X 702187 0 87092 Elizabeth Steger SVP, Chief Nursing Executive 40.00 0.00 X 640848 0 55496 Erin Simms SVP, Chief Talent and People Officer 40.00 0.00 X 618219 0 39937 Vic Kadyan MD President, St. Luke's Clinic 40.00 2.00 X 915337 0 72139 Barton F Hill MD VP, Chief Quality & Safety Officer 40.00 0.00 X 759937 0 93441 James Santry VP, Payer Relations & Reimbursement (End 11/2024) 40.00 0.00 X 808334 0 11444 Jeffrey Cilek SVP, Government Relations 40.00 0.00 X 535306 0 82321 Lucille Dennis VP, Operations Physician Services/Clinics 40.00 0.00 X 530128 0 66799 David C Pate MD JD Former CEO & President 0.00 0.00 X 154684 0 0 Jeffrey S Taylor Former SVP/CFO/Treasurer 0.00 0.00 X 127423 0 0 12317622 0 939934 3757 1 1 0 RMP LLC 200 14th Ave East Sartell MN 56377 Financial Services 4927413 CLOUDMED 5700 Granite Park Piano TX 75024 Financial Services 4462301 FMS INC 4915 S Union Ave Tulsa OK 74107 Financial Services 4102165 FLEXTECHS LLC 2539 S Five Mile Road Boise ID 83709 IT Projects/Consulting 3620779 LANGUAGE LINE SERVICES PO BOX 202564 Dallas TX 75320 Language Translation Services 2970856 187 784804 5225116 971889 6981809 Admin. Services 561110 838312865 838312865 Joint Venture Income/L 900099 1603568 442725 1160843 839916433 3809549 2932500 877049 12159842 12159842 176784 176784 3568233 291912 3276321 3276321 3276321 7558111 6723037 835074 835074 835074 12518987 11750365 768622 768622 CAFETERIA/CATERING/VEN 722514 790240 790240 790240 868714674 839524212 4270127 17938526 6981873 6981873 61868 61868 9950166 9950166 475294 475294 305885069 244728673 61156396 44063319 35250655 8812664 197298184 157838547 39459637 26392469 21113975 5278494 21416652 17133322 4283330 6587535 6587535 435894 435894 364126 364126 248168 248168 17501082 3675227 13825855 1605072 1284058 321014 12443435 248869 12194566 96927578 48463789 48463789 291912 291912 2041974 285876 1756098 7010 4627 2383 17999559 17999559 26409245 26409245 INCOME TAXES 1041980 1041980 ALLOCATED SLHS EXPENSE 30006145 30006145 COLLECTION SERVICES 20728656 20728656 CONTRACT SERVICE 12889696 10311757 2577939 15334412 2530577 12803835 875388373 645349210 230039163 0 25574120 169466521 115843290 109374436 26517985 14033571 66700000 66700000 8170557 38749375 36112928 34353766 678027009 531308355 127643228 146718654 1055169887 1535335119 157118853 238344745 23305895 16600000 47609415 246025802 1689766158 2615701989 202360283 220860149 1111301688 1593395554 32252860 0 426402554 869442074 1772317385 2683697777 X -82551227 -67995788 -82551227 -67995788 1689766158 2615701989 X -6673699 21229138 X 0 1 X 1 1 1 X X X 7 St Luke's Regional Medical Center Ltd 820161600 3 1 273551847 0 St Luke's Magic Valley Regional Medical Center Ltd 562570686 3 1 63143241 0 St Luke's Health Foundation Ltd 810600973 7 0 804237 0 St Luke's McCall Ltd 273311774 3 1 2298091 0 St Luke's Clinic Coordinated Care Ltd 455195864 10 0 91473 0 St Luke's Wood River Medical Center Ltd 841421665 3 1 5251524 0 St Luke's Nampa Medical Center Ltd 821162805 3 1 37208005 0 7 382348418 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 Schedule A, Part IV, Section A, Line 1: The governing documents for St. Luke's Health System, Ltd. (SLHS) lists the following supported organizations of which it is the sole member: St. Luke's Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's Wood River Medical Center, Ltd. St. Luke's Nampa Medical Center, Ltd. In addition, SLHS is the sole member of the following supported organizations that are not listed within its bylaws, but are listed in Schedule A, Part 1, line 12g: St. Luke's Clinic Coordinated Care, Ltd. 509(a)(2) St. Luke's Health Foundation, Ltd. 501(c)(3) St. Luke's Health System, Ltd. has a historic and continuing relationship with each of its supported organizations. Each of its supported organizations are designated as supported organizations by class and purpose within the governing documents of St. Luke's Health System, Ltd. St. Luke's Health System, Ltd. performs administrative and management oversight activities for each of its supported organizations that are not being performed by the organizations themselves. If St. Luke's Health System, Ltd. were not performing these activities, the listed supported organizations would be engaged in performing such activities on their own. Schedule A, Part IV, Section A, Line 6: St. Luke's Health System, Ltd. provides limited support to other public charities on behalf of its supported organizations. All grants that are made through St. Luke's Health System, Ltd. are done so to carry out the activities and charitable purposes of its supported organizations. Schedule A, Part IV, Section D, Line 3: St. Luke's Health System, Ltd. is the parent organization of an integrated health care system. St. Luke's Health System, Ltd. manages and directs the supported organizations' delivery of health care. St. Luke's Health System, Ltd.'s board composition is identical to the board composition of the following 5 supported organizations: 1) St. Luke's Regional Medical Center, Ltd., 2) St. Luke's McCall, Ltd., 3) St. Luke's Magic Valley Regional Medical Center, Ltd., 4) St. Luke's Wood River Medical Center, Ltd., and 5) St. Luke's Nampa Medical Center, Ltd. With the exception of ex-officio board members, the election or appointment of the members of the board of directors for these supported organizations are subject to the approval by the SLHS board of directors. In other words, the supporting organizations can elect and appoint their board members. However, these appointments are subject to the approval of the SLHS Board of directors. The overlap of officers and board members between organizations helps to ensure there is a close and continuous working relationship with each supported organization. The supported organizations have a significant voice in St. Luke's Health System, Ltd.'s operations, including the use of its income and assets. For example, budgets are submitted by the supported organizations to St. Luke's Health System, Ltd. for approval. This submission allows the supported organizations to articulate their budgeting needs for funding considerations. In addition, the supported organizations have input into all the investment policies of St. Luke's Health System, Ltd. through each supported organization's presence on the governing board of St. Luke's Health System, Ltd. Schedule A, Part IV, Section E, Line 3a: The board composition of the following supported organizations is identical to the board composition for SLHS: St. Luke's Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's Wood River Medical Center, Ltd. St. Luke's Nampa Medical Center, Ltd. The following supported organizations have separate boards: St. Luke's Clinic Coordinated Care,Ltd. St. Luke's Health Foundation,Ltd With the exception of ex-officio board members, the election or appointment of the members of the board of directors for the above two supported organizations are subject to the approval by the SLHS board of directors. In other words, these supported organizations can elect and appoint their board members. However, these appointments are subject to the approval of the SLHS Board of directors. Schedule A, Part IV, Section E, Line 3b: To ensure consistency in the execution of its strategic goals across all of its supported organizations' operations, St. Luke's Health System, Ltd., through its board of directors, committees, and management structure, has established various policies, procedures and support functions which include, but are not limited to, the following: (1) Human Resource Policies (2) Financial Assistance Policies (3) Bad Debt and Collections Policies (4) Finance support functions, including payroll processing, accounts payable, supply chain management, procurement, budgeting, financial reporting and treasury. (5) Credentialing of physicians (6) Physician Services Administration (7) Information technology Support (8) Environmental Services (9) Property Management (10) Construction (11) Patient Safety (12) Legal (13) Compliance (14) Internal Audit (15) Risk Management RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 364126 364126 364126 364126 645349210 645349210 645713336 645713336 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 303242 296863 409132 364126 1373363 250000 250000 250000 250000 1000000 1500000 9749886 9749886 63331262 5209131 58122131 912187 814956 97231 566457019 519868486 46588533 37576655 5415782 32160873 146718654 Investments - Other Securities 238344745 C 238344745 OTHER ASSETS 10056840 Other Assets - Due from Related Parties 235968962 246025802 PROFESSIONAL LIABILITY 8422954 WORKERS COMP 2070141 HEALTH INSURANCE IBNR 15552027 LT DISABILITY 8417428 SERP PLAN ACCRUED TAX GROSSUP 172921 SERP DC PLAN 8910659 SERP LIABILITY 16046500 ANNUAL EMPLOYER CONTRIBUTION PLAN 25202779 ESL LIABILITY 10334698 457 PLAN LIABILITY 130821261 UNEMPLOYMENT RESERVE 97800 OTHER LIABILITIES 5126696 ACCR'D STD BENEFIT-25% 7954094 OPERATING LEASES 3154602 ACCRUED INTEREST BONDS 5579213 PENSION LIABILITY 57655 RELATED PARTIES 583553701 DONOR RESTRICTED CONTRA ASSET 37966945 869442074 X Part X, Line 2: Footnote Disclosure - Uncertain Tax Positions Under ASC 740 (Source: Consolidated Financial Statements - St. Luke's Health System Fiscal Year 2025) Income Taxes - The Health System is a not-for-profit corporation and is recognized as tax-exempt pursuant to Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. The Health System has activities that are considered unrelated business taxable income ("UBTI"), which are subject to income tax. The Health System also has two taxable subsidiaries, the Network, and the Plan whose operations are included in the consolidated financial statements and as such we have provided for income taxes on this activity under the Accounting Standards Codification ("ASC") 740. For the Health System's taxable subsidiary and activities considered UBTI, income taxes are accounted for under the asset and liability method, which requires the recognition of Deferred Tax Assets ("DTAs") and Deferred Tax Liabilities ("DTLs") for the expected future tax consequences of events that have been included in the consolidated financial statements. Under this method, the Health System determines DTAs and DTLs based on the differences between the financial statement and tax bases of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rates on DTAs and DTLs is recognized in results of operations in the period that includes the enactment date of the rate change. The Health System recognizes DTAs to the extent that these assets are more likely than not to be realized. In making such a determination, the Health System considers all available positive and negative evidence, including future reversals of existing taxable temporary differences, projected future taxable income, tax-planning strategies, and results of recent operations. If the Health System determines that DTAs are realizable in the future in excess of their net recorded amount, the Health System would make an adjustment to the DTA valuation allowance, which would reduce the provision for income taxes. The Health System records uncertain tax positions in accordance with ASC 740 on the basis of a two-step process in which (1) the Health System determines whether it is more likely than not that the tax positions will be sustained on the basis of the technical merits of the position and (2) for those tax positions that meet the more-likely-than-not recognition threshold, the Health System recognizes the largest amount of tax benefit that is more than 50 percent likely to be realized upon ultimate settlement with the related tax authority. Management is not aware of any uncertain tax positions that should be recorded. 1 0 0 0 0 0 0 0 0 0 Russia and Neighboring States Providing Medical Relief to the Full Gospel Slavic Church 0 48612 Medical Supplies FMV South America Support of the International Children's Surgery Foundation within the South America region 0 7032 Medical Supplies FMV Central America and the Caribbean Support of the International Children's Surgery Foundation within the Central America & Caribbean region 0 6224 Medical Supplies FMV 0 0 0 0 0 0 Part I, Line 2: The Organization monitors its grants and assistance to ensure they are used for proper purposes and not diverted from their intended use. Recipient organizations are required to affirm that funds or donated items are used solely for their stated charitable purpose, and reports may be requested as appropriate. The Organization does not generally provide assistance directly to foreign organizations or individuals. Donations of inventory and supplies are made to U.S.-based tax-exempt organizations under IRC Section 501(c)(3), with transfer of ownership occurring within the United States. 1 Full Circle Health 777 N Raymond Street Boise ID 83704 205934739 501(c)(3) 3113194 0 Support Full Circle Health Residency University Of Washington Po Box 94224 Seattle WA 981246524 916001537 Government Entity 1184079 0 Support University Of Washington Residency David A Hindson MD Education Foundation Inc 500 W Fort St Boise ID 83702 800279825 501(c)(3) 25000 0 Support David A Hindson MD Education Foundation City Of Boise 150 N Capitol Blvd Boise ID 83702 826000165 Government Entity 219800 0 Support of Allumbaugh House and Community Health Improvement Fund Recipient Boise State University Foundation 2225 University Drive Boise ID 83706 826010706 501(c)(3) 161000 0 Support of Upstream Preventation for Idaho Youth and Communities and additonal sponsorships Valley Regional Transit 700 N East 2nd Street Suite 100 Meridian ID 83642 820515697 Government Entity 119500 0 Support Safe Routes to Schools, Rides2Wellness, and local community support agreement Twin Falls School District 411 201 Main Ave Twin Falls ID 83301 826000892 Government Entity 115999 0 Support Twin Falls School District School nurses and Student and Family Assistance Program Family Health Services 794 Eastland Dr Twin Falls ID 83301 820371093 501(c)(3) 111429 0 Support Center for Community Health Twin Falls and CHIF Recipient University Of Idaho Foundation 875 Perimeter Drive Ms 3143 Moscow ID 838443143 237098404 501(c)(3) 107150 0 Support of WWAMI Idaho Scholarship, Mentorship program, and CHIF Recipient Jannus Inc 3501 W Elder St Boise ID 83705 816035382 501(c)(3) 77000 0 Support Idaho Out of School Network, Idaho Voices for Children, Agency for New Americans, and CHIF Recipient City Of Twin Falls Po Box 2469 Twin Falls ID 833032469 826000270 Government Entity 75000 0 Support of Community Support Ride Twin Falls Transit College Of Southern Idaho 315 Falls Ave Twin Falls ID 83301 820261628 501(c)(3) 55500 0 Support of Clinical Instruction, Funding for support of Health Occupations, and Youth & Mental Health Summits Interfaith Sanctuary Housing Po Box 9334 Boise ID 83707 260510072 501(c)(3) 50000 0 Support of Capital Campaign for New Shelter Ronald Mcdonald House Idaho 139 E Warm Springs Ave Boise ID 83712 943030996 501(c)(3) 50000 0 Support of Ronald McDonald House as a Community Health Improvement Fund Recipient Genesis Community Health Inc 215 West 35Th Street Garden City ID 83714 820505073 501(c)(3) 50000 0 Support of Good Samaritan Project for facility in low income area Idaho Community Foundation 210 W State St Boise ID 83702 820425063 501(c)(3) 42000 0 Support of Idaho Coalition for Community Schools Idaho Youth Ranch Inc 5465 W Irving Boise ID 83706 820253346 501(c)(3) 40000 0 Support Idaho Youth Ranch as a CHIF Recipient Childrens Home Society Of Idaho 740 Warm Springs Ave Boise ID 83712 820201128 501(c)(3) 40000 0 Support Childrens Home Society Of Idaho as a CHIF Recipient Boise State University 1910 UNIVERSITY DRIVE Boise ID 837251247 820290701 Government Entity 0 32770 FMV Integrated Health Technologies Equipment Donation Support Boise State University with Integrated Health Technologies Donations Rolling Tomato Inc Po Box 2144 Boise ID 83701 833922470 501(c)(3) 32000 0 Support meal deliveries and financial support of Rolling Tomato Salvation Army 1617 N 24Th Street Boise ID 83702 941156347 501(c)(3) 30500 0 Support of Residential Family Shelter for winter and CHIF Recipient Boise Bicycle Project 1027 S Lusk St Boise ID 83706 800268725 501(c)(3) 30000 0 Support Boise Bicycle Project as a CHIF Recipient Ignite Idaho Family Resource Center 106 Park St McCall ID 83638 872282169 501(c)(3) 28500 0 Support of emergency aid for families in need and Drop in Wellness Program Valley Housing Coalition Inc Po Box 774 Twin Falls ID 833010774 943149732 501(c)(3) 25646 0 Support Valley House Homeless Shelter operations Womens And Childrens Alliance 720 W Washington Boise ID 83702 820204464 501(c)(3) 25000 0 Support Womens And Childrens Alliance as a CHIF Recipient Jesse Tree Of Idaho 1121 W Miller Street Boise ID 83702 820534777 501(c)(3) 25000 0 Support Jesse Tree Of Idaho as a CHIF Recipient The Advocates for Survivors of Domestic Violence and Sexual Assult Po Box 3216 Hailey ID 83333 943162848 501(c)(3) 23500 0 Support for Thrive Kids Early Learning Center Idaho Playground Project Corp 2327 East Grapewood Dr Meridian ID 83646 922253019 501(c)(3) 21000 0 Support Idaho Playground Project as a CHIF Recipient Interlink Volunteer Caregivers 650 Addison Ave W Suite 201 Twin Falls ID 83301 841417706 501(c)(3) 20000 0 Support Caregiver Transportation - Access to Healthcare and Essential Services Boise Public Schools Education Foundation 8169 West Victory Rd Boise ID 83709 820400689 501(c)(3) 20000 0 Support of Boise Public Schools Education Foundation as a CHIF Recipient Treasure Valley Family YMCA 805 W Franklin St Boise ID 83702 820200908 501(c)(3) 20000 0 Support YMCA Community Hub and Community Connections Programming Us Committee For Refugees and Immigrants Inc 2231 Crystal Dr Suite 350 Arlington ID 22202 131878704 501(c)(3) 20000 0 Support of Emergency Rental and Transportation Assistance Mountain Home Senior Center 1000 North 3rd Mountain Home ID 83647 820442672 501(c)(3) 20000 0 Support of Mountain Home Senior Center as a CHIF Recipient Wellness Tree Community Clinic 173 Martin St Twin Falls ID 83301 261249939 501(c)(3) 19557 0 Support of Wellness Tree Community Clinic as a CHIF Recipient About Fresh Inc 57 Magazine St Boston MA 02119 462848535 501(c)(3) 19220 0 Support Fresh Connect Enrollment Fees and Funds for Patients Third District Guardian Ad Litem Po Box 789 Caldwell ID 83606 811368126 501(c)(3) 18950 0 Support of Third District Guardian Ad Litem as a CHIF Recipient Living Independence Network 1878 W Overland Rd Suite 101 Boise ID 837053142 820426465 501(c)(3) 18000 0 Support Living Independence Network Transportation Idaho Food Bank 3630 E Commercial Ct Meridian ID 83642 820425400 501(c)(3) 18000 0 Support of Idaho Food Bank as a CHIF Recipient City Of New Meadows Po Box 324 New Meadows ID 83654 826000233 Government Entity 17000 0 Support of Kid's Summer Lunch Program and CHIF Recipient City Of Nampa 401 3rd Street Nampa ID 83651 826000231 Government Entity 15500 0 Support Funding/Operations of the STOP SAFE Services and State of the City event City Of Mountain Home 160 S 3rd Mountain Home ID 83647 826000229 Government Entity 15170 0 Support of City Of Mountain Home as a CHIF Recipient Fund To Support The Ada County Victim Services Center Inc 417 S 6Th St Boise ID 83702 993583965 501(c)(3) 15000 0 Support Fund To Support The Ada County Victim Services Center food, transportation, clothing, and temp housing Everybody House 360 Shoshone St Twin Falls ID 83301 854166686 501(c)(3) 15000 0 Support of Everybody House as a CHIF Recipient Boys And Girls Club Of Ada County 610 E 42nd St Garden City ID 83714 820481687 501(c)(3) 15000 0 Support of Boys And Girls Club Of Ada County as a CHIF Recipient Charitable Assistance to the Community's Homeless 503 S Americana Blvd Boise ID 83702 273483457 501(c)(3) 15000 0 Support of Charitable Assistance to the Community's Homeless as a CHIF Recipient Rise Up 2 Thrive Inc Po Box 1061 Cascade ID 83611 883172722 501(c)(3) 15000 0 Support of Rise Up 2 Thrive as a CHIF Recipient Oats Family Center 911 S Hwy 30 Heyburn ID 83336 261301778 501(c)(3) 15000 0 Support of Oats Family Center as a CHIF Recipient La Posada Inc Po Box 1962 Twin Falls ID 833031962 820468830 501(c)(3) 15000 0 Support of La Posada as a CHIF Recipient United Way Of South Central Idaho Po Box 65 Twin Falls ID 83303 820256978 501(c)(3) 14151 0 Support of United Way Of South Central Idaho as a CHIF Recipient Family Health Services 794 Eastland Dr Twin Falls ID 83301 820371093 501(c)(3) 13995 0 Support Family Health Services Bellevue Clinic with funding for Equipment Idaho Hispanic Foundation 315 Stampede Dr Nampa ID 836876879 830536327 501(c)(3) 13365 0 Support of Community Service Funding Treasure Valley Transit Inc 1136 W Finch Dr Nampa ID 83651 820489459 501(c)(3) 12500 0 Support Local Transportation Salmon River Senior Citizens Po Box 1285 Riggins ID 83549 900815231 501(c)(3) 12500 0 Support Salmon River Transit - Connecting U Because Kids Grieve Inc Po Box 5533 Twin Falls ID 83301 820525955 501(c)(3) 12260 0 Support of Because Kids Grieve Inc as a CHIF Recipient Idaho Farmers Market Assoc Po Box 6992 Boise ID 83707 454519400 501(c)(3) 12000 0 Support of Idaho Farmers Market Association as a CHIF Recipient Kuna Food Bank 679 S Best Business Ave Suite 108 Kuna ID 83634 873702438 501(c)(3) 11227 0 Support Kuna Food Bank Capital Campaign for a Permanent Home Idaho West Central Mountain Youth Advocacy Coalition PO Box 1761 McCall ID 83638 825081193 501(c)(3) 10700 0 Support Hope Squad Programming and CHIF Recipient Cornerstone Apostolic Church 5446 Airbase Rd Mountain Home ID 83647 820454470 501(c)(3) 0 10188 FMV Emergency Meals Support Meals for the Cornerstone Apostolic Church Sleep In Heavenly Peace Inc 669 W Quinn Bldg 42 Pocatello ID 83202 464346568 501(c)(3) 10000 0 Support of Sleep In Heavenly Peace as a CHIF Recipient Idaho Governors Cup Po Box 983 Boise ID 83701 208277116 501(c)(3) 10000 0 Support Idaho Governors Cup Scholarship Fund Nampa Schools Foundation Inc Po Box 874 Nampa ID 836530874 820456603 501(c)(3) 10000 0 Support of Nampa Schools Foundation as a CHIF Recipient Boys And Girls Club Of West Treasure Valley PO BOX 876 Ontario OR 97914 208035378 501(c)(3) 10000 0 Support of Boys And Girls Club Of West Treasure Valley as a CHIF Recipient Boise Rescue Mission Ministry 308 S 24th St Boise ID 83702 820259387 Government Entity 10000 0 Support of Boise Rescue Mission Ministry as a CHIF Recipient Lincoln County 111 West B Suite C Shoshone ID 83352 826000308 Government Entity 10000 0 Support of Lincoln County as a CHIF Recipient City Of Good Inc 246 8th Street Boise ID 83702 850616750 501(c)(3) 10000 0 Support of City Of Good as a CHIF Recipient Blaine County Charitable Fund Po Box 265 Hailey ID 83333 845158057 501(c)(3) 10000 0 Support of Blaine County Charitable Fund as a CHIF Recipient Jerome County Senior Citizens 520 N Lincoln Jerome ID 83338 820313405 501(c)(3) 10000 0 Support of Jerome County Senior Citizens as a CHIF Recipient Family Advocates Program 3010 W State Street Ste 104 Boise ID 83703 820344205 501(c)(3) 10000 0 Support of For the Love of a Child Gala and CHIF Recipient Hope For The Hungry 112 S Apple Shoshone ID 83352 463219039 501(c)(3) 10000 0 Support of Hope for the Hungry Services Funding The Space 101 Empty Saddle Trail Hailey ID 83333 843348548 501(c)(3) 10000 0 Support Teen Led Activites Administration Funding Mens Second Chance Living 220 2nd Avenue Hailey ID 83333 824647969 501(c)(3) 10000 0 Support of Mens Second Chance Living as a CHIF Recipient Three Island Senior Citizens Po Box 263 Glenns Ferry ID 83623 820450327 501(c)(3) 10000 0 Support of Three Island Senior Citizens as a CHIF Recipient Nampa Rural Fire District 9 12th Ave Nampa ID 83651 901004284 Government Entity 10000 0 Support Community Leave Behind Narcan Program Boys And Girls Club Of Nampa 316 Stampede Dr Nampa ID 83687 820504332 501(c)(3) 10000 0 Support of Boys And Girls Club Of Nampa as a CHIF Recipient Senior Connection Po Box 28 Hailey ID 83333 820315917 501(c)(3) 10000 0 Support of Senior Connection as a CHIF Recipient Family Justice Center Foundation of Idaho Inc 524 3rd Street South Suite 115 Nampa ID 83651 264423289 501(c)(3) 10000 0 Support of Family Justice Center as a CHIF Recipient Faces Of Hope Foundation 209 W Main St Boise ID 83702 204883532 501(c)(3) 10000 0 Support of Faces Of Hope Foundation as a CHIF Recipient Far And Wise Inc Po Box 4282 Hailey ID 83333 460587871 501(c)(3) 10000 0 Support of Far And Wise as a CHIF Recipient The Walker Center for Alcoholism and Drug Abuse 605 11th Ave E Gooding ID 83330 820446265 501(c)(3) 9550 0 Support the Walker Center Recovery and Treatment Programs as a CHIF Recipient Mountain Home School District 470 N 3rd Mountain Home ID 83647 826000742 Government Entity 9065 0 Support of Mountain Home School District Senior Celebration and CHIF Recipient Gooding Soil Conservation District 820 Main Street Gooding ID 83330 820294688 Government Entity 9000 0 Support of Gooding Soil Conservation District as a CHIF Recipient Boys And Girls Club Of Magic Valley 650 Addison Ave W Suite 210 Twin Falls ID 83301 943176622 501(c)(3) 8815 0 Support afterschool STEM and 4-H program, Great Futures Gala, and CHIF Recipient Crisis Hot Line Inc Po Box 939 Ketchum ID 83340 820407349 501(c)(3) 8500 0 Support Suicide Prevention Alliance Idaho Hunger Relief Task Force Po Box 15692 Boise ID 83715 813084559 501(c)(3) 8500 0 Support Senior Produce Program and CHIF Recipient State Of Idaho 450 W State 10th Fl Boise ID 83702 826000952 Government Entity 8281 0 Support Wellness Project, South Central Public Health District, and CHIF Recipient Parma Area Senior Citizens Inc 410 N 8th St Parma ID 83660 820346839 501(c)(3) 8000 0 Support of Parma Area Senior Citizens as a CHIF Recipient St Michaels Parish Inc 518 N 8th St Boise ID 83702 820204262 501(c)(3) 8000 0 Support of St Michaels Parish as a CHIF Recipient Higher Ground Sun Valley Inc Po Box 6791 Ketchum ID 833406791 820512146 501(c)(3) 8000 0 Support of Higher Ground Sun Valley as a CHIF Recipient Assistance League Of Boise Po Box 140104 Boise ID 83714 820331595 501(c)(3) 7500 0 Support of Assistance League Of Boise as a CHIF Recipient Girls On The Run Po Box 6812 Boise ID 83707 820580481 501(c)(3) 6600 0 Support of Girls On The Run as a CHIF Recipient Advocates Against Family Violence 1508 Hope Lane Caldwell ID 83605 141866709 501(c)(3) 6500 0 Support of Advocates Against Family Violence as a CHIF Recipient Wood River Community YMCA Po Box 6801 Ketchum ID 83340 820481436 501(c)(3) 6500 0 Support Longevity Programming and CHIF Recipient Alzheimers Association 225 N Michigan Ave Floor 17 Chicago IL 60601 133039601 501(c)(3) 6500 0 Support of Alzheimers Association as a CHIF Recipient United Way Of Treasure Valley Po Box 16330 Boise ID 83715 820299013 501(c)(3) 6491 0 Support of Idaho Oregon Health Atlas and Flapjack Feed Helping Hearts And Hands Inc Po Box 201 Gooding ID 83330 208322514 501(c)(3) 6000 0 Support of Helping Hearts And Hands as a CHIF Recipient Girls On The Run Wood River 1050 Fox Acres Rd Hailey ID 83333 450501972 501(c)(3) 5682 0 Support Color Me Fearless 5k and CHIF Recipient 96 0 Part I, Line 2: The Organization endeavors to monitor its grants to ensure that such grants are used for proper purposes and not otherwise diverted from their intended use. This is accomplished by requesting recipient organizations to affirm that funds must be used solely in accordance with the grant request and budget on which the grant was based and that funds not expended for the stated purpose are to be returned to the organization. Reports are requested from time to time as deemed appropriate. Part III, Column (f) St. Luke's Community Health Improvement Fund (CHIF) was established to provide financial or in-kind support to nonprofit organizations that are also working to improve the health of people in the community. Funding priority is given to nonprofit organizations that support St. Luke's Community Health Needs Assessment (CHNA) significant health needs with a focus on collaborative and equitydriven efforts to address community health needs or social determinants of health (SDOH) such as safe neighborhoods, transportation, and access to nutritious foods. X 1 1 X X X X 1 1 0 0 0 0 0 0 0 Chris Roth President & System CEO 1852165 0 0 0 165285 0 54206 0 32941 0 2104597 0 0 0 James Souza MD SVP, Chief Physician Executive 947126 0 0 0 116178 0 53696 0 19107 0 1136107 0 0 0 Sandee Moore Gehrke Executive VP, Chief Operating Office 867323 0 0 0 43107 0 48992 0 32176 0 991598 0 0 0 Vic Kadyan MD President, St. Luke's Clinic 836785 0 77310 0 1242 0 38280 0 33859 0 987476 0 0 0 Christine Neuhoff SVP/Chief Legal Officer/Secretary 781619 0 0 0 92936 0 54206 0 36666 0 965427 0 0 0 Kate Fowler SVP/CFO/Treasurer 825332 0 0 0 35667 0 43487 0 21260 0 925746 0 0 0 Barton F Hill MD VP, Chief Quality & Safety Officer 667672 0 0 0 92265 0 69182 0 24259 0 853378 0 0 0 Dave Self SVP, Chief Administrative Officer 681012 0 0 0 117469 0 19775 0 14753 0 833009 0 0 0 James Santry VP, Payer Relations & Reimbursement 416711 0 0 0 391623 0 10350 0 1094 0 819778 0 0 0 Reid Stephan VP, Chief Information Officer 641527 0 0 0 60660 0 48992 0 38100 0 789279 0 0 0 Elizabeth Steger SVP, Chief Nursing Executive 626932 0 0 0 13916 0 35422 0 20074 0 696344 0 0 0 Erin Simms SVP, Chief Talent and People Officer 612537 0 0 0 5682 0 25992 0 13945 0 658156 0 0 0 Jeffrey Cilek SVP, Government Relations 466605 0 0 0 68701 0 54206 0 28115 0 617627 0 0 0 Lucille Dennis VP, Operations Physician Services/Cl 484557 0 0 0 45571 0 43762 0 23037 0 596927 0 0 0 David C Pate MD JD Former CEO & President 0 0 0 0 154684 0 0 0 0 0 154684 0 154684 0 Jeffrey S Taylor Former SVP/CFO/Treasurer 0 0 0 0 127423 0 0 0 0 0 127423 0 83974 0 Part I, Line 1a St. Luke's has agreed to directly or indirectly pay all taxes caused by the vesting of accruals of the adjusted benefit prior to termination of employment. The payment shall be made in such a manner which results in the executive having no personal outlay for taxes resulting from or related to the adjusted benefit for any associated taxes. Part I, Lines 4a-b The reportable individual is paid by St. Luke's Health System. Severance pay is based on length of service. Payments of severance are conditioned upon signing a separation and release agreement. During the 2024 calendar year, the following reportable individual received severance payments from St. Luke's Health System: James Santry, $389,480. During CY2024, the following individuals participated in a supplemental non-qualified executive retirement plan governed by 457(f): Chris Roth received $154,918 of taxable benefits for service in a supplemental retirement plan. Christine Neuhoff received $83,600 of taxable benefits for service in a supplemental retirement plan. Sandee Moore Gehrke received $37,750 of taxable benefits for service in a supplemental retirement plan. James Souza, MD, received $104,389 of taxable benefits for service in a supplemental retirement plan. Dave Self received $98,921 of taxable benefits for service in a supplemental retirement plan. Barton F. Hill, MD received $78,552 of taxable benefits for service in a supplemental retirement plan. Reid Stephan received $51,224 of taxable benefits for service in a supplemental retirement plan. Lucille Dennis received $39,274 of taxable benefits for service in a supplemental retirement plan. David C. Pate received $154,684 of taxable and $372,053 of non-taxable benefits for service in a supplemental retirement plan. Jeffrey S. Taylor received $83,974 of taxable and $60,871 of non-taxable benefits for service in a supplemental retirement plan. A Idaho Health Facilities Authority 826051863 000000000 2016-05-18 50000000 EQUIPMENT FINANCING FOR HEALTHCARE FACILITIES 0 0 0 B Idaho Health Facilities Authority 826051863 451295ZB8 2018-08-09 389965755 SEE PART VI 0 0 0 C Idaho Health Facilities Authority 826051863 451295D22 2021-12-01 241883264 SEE PART VI 0 0 0 D Idaho Health Facilities Authority 826051863 451295H69 2025-02-12 621502361 SEE PART VI 0 0 0 A 45938589 50030528 165622 49864906 2016 0 0 1 1 B 166590000 391299908 82543424 308756484 2020 1 0 1 1 C 244719353 1859 1933243 102883610 139902500 2024 1 0 1 1 D 629222460 5012 4322814 122741309 142210682 359947656 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 1 0.00780 1 1 C 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 1 0.00200 1 1 D 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 1 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 1 0 0 0 1 A 1 B 1 C 1 D 1 Part 1, Column (f), Line B Bond Current refunding of bonds issued 12/4/2008, 7/31/2012, and 10/24/2012, and capital projects for Healthcare Facilities Part 1, Column (f), Line C Bond Current refunding of bonds issued 7/11/2012, and 8/9/2018, and capital projects for Healthcare Facilities Part 1, Column (f), Line D Bond Current refunding of bonds issued 8/20/2014, and capital projects for Healthcare Facilities Part 1, Column (f), Line E Bond Current refunding of bonds issued 6/29/2021, and capital projects for Healthcare Facilities Schedule K, Part I and Part II, Line 3, Columns A, B, C, D, & E Differences between the issue Price (Part 1) and total proceeds (Part II, line 3) are due to investment earnings Part II, Line 4, Columns C, D & E Amounts presented consist of Debt Service Fund Deposits Part 1, Column (c), Line C Form 8038 lists this CUSIP and also 451295ZC6. A Idaho Health Facilities Authority 826051863 451295E47 2025-02-12 196110000 SEE PART VI 0 0 0 A 198608912 188143 1113254 70898762 70000000 56596897 1 0 0 1 A 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 Laurie Pate Family member of Director/Officer 193416 Compensation of family member of a former Director and Officer 0 Form 990, Part VI, Section A, line 2 Andy Scoggin has a business relationship with Dan Krahn. Andy Scoggin has a business relationship with Dave Self. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by an independent public accounting firm based on audited financial statements of the St. Luke's Health System and with the assistance of the organization's finance and accounting staff. A complete copy of the Form 990 is made available to the Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c The organization annually reviews the conflict of interest policy with each board member and also with new board members. Persons covered under the policy include officers, directors, senior executives, non-director members of Board committees, and others as identified by a senior executive. At all levels the board is responsible for assessing, reviewing, and resolving any conflicts of interest that have been disclosed by a covered person, or a conflict of interest disclosed by a covered person with respect to a covered person other than himself/herself. Where a conflict exists, the affected parties must recuse themselves from participating in any discussion and/or vote related to the conflict. Form 990, Part VI, Section B, line 15 Executive compensation is set by St. Luke's Boards of Directors and is reviewed annually. Compensation levels are based on an independent analysis of comparable pay packages offered at similar institutions across the country, with the goal of placing executives in the 50th percentile in aggregate of those surveyed. These surveys are usually done annually. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are not available to the public. Form 990 is available for public inspection on our website, which contains financial information. Form 990, Part VII, Section A Allocation of Compensation and Hours: It should be noted that the hours reported for the officers, key employees, and highest paid employees are based on a minimum 40 hour work week. However, due to the demands of their roles within the St. Luke's Health System, the hours worked by these individuals often exceed the minimum required 40 hours. Form 990, Part XI, line 9: Change in Minim Liability - Supplemental Executive Retirement Plan (SERP) 7,585,638. CAPITAL INVESTED IN PLANT -42,000. ADDITIONAL PAID IN CAPITAL 13,685,500. St Luke's Health Foundation Ltd 190 E Bannock Boise ID 83712 810600973 Fundraising ID 501(c)(3) 7 St Luke's Health System Ltd 1 St Luke's Magic Valley Regional Medical Center Ltd 190 E Bannock Boise ID 83712 562570686 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 1 St Luke's McCall Ltd 190 E Bannock Boise ID 83712 273311774 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 1 St Luke's Nampa Medical Center Ltd 190 E Bannock Boise ID 83712 821162805 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 1 St Luke's Regional Medical Center Ltd 190 E Bannock Boise ID 83712 820161600 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 1 St Luke's Wood River Medical Center Ltd 190 E Bannock Boise ID 83712 841421665 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 1 St Luke's Clinic Coordinated Care Ltd 190 E Bannock Boise ID 83712 455195864 Accountable Care Organization ID 501(c)(3) 10 St Luke's Health System Ltd 1 St Luke's McCall Foundation 1000 State Street McCall ID 83638 820384205 Fundraising ID 501(c)(3) 12C, III-FI N/A 0 Broadway Park Holdings LLC 4904 N Mountainside Lane Boise ID 83702 823709613 Rental Real Estate ID St Luke's Health System Ltd Unrelated 1592239 4146196 1 5166922 0 0.52430 Select Medical Network of Idaho Inc PO Box 1990 Boise ID 83701 810594024 Provider Network ID St Luke's Health System Ltd C 909410804 69530274 1.00000 1 St Luke's Health Plan Inc 800 E Park Blvd Boise ID 83712 874765682 Health Insurance Provider ID St Luke's Health System Ltd C 38025488 63451637 1.00000 1 Sequoyah Assurance Ltd PO 1051 Grand Cayman CJ KY1-1102 981631863 Captive Insurance CJ N/A C 0 Anderson Plaza Medical Building Inc 190 E Bannock St Boise ID 83702 820448741 Medical Offices ID N/A C 0 St Luke's Office Plaza 190 E Bannock St Boise ID 83702 820389626 Medical Offices ID N/A C 0 St Luke's Elmore Medical Building Inc 190 E Bannock St Boise ID 83702 813992116 Medical Offices ID N/A C 0 Kekoa Grove Inc 3363 N Lakeharbor Lane Boise Boise ID 83703 842591044 Real Estate ID N/A C 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 0 St Luke's Regional Medical Center Ltd Q 310595713 Pro Rata Overhead Allocation St Luke's Nampa Medical Center Ltd Q 42377880 Pro Rata Overhead Allocation St Luke's Health Foundation Ltd Q 804462 Pro Rata Overhead Allocation St Luke's Wood River Medical Center Ltd Q 6324874 Pro Rata Overhead Allocation St Luke's McCall Ltd Q 3122242 Pro Rata Overhead Allocation St Luke's Magic Valley Regional Medical Center Ltd Q 76983634 Pro Rata Overhead Allocation Select Medical Network of Idaho Inc Q 1049162 Pro Rata Overhead Allocation Select Medical Network of Idaho Inc P 11280916 Per Management Agreement St Luke's Health Plan Inc Q 943249 Pro Rata Overhead Allocation St Luke's Health Plan Inc P 11295955 Per Management Agreement St Luke's Health Plan Inc A 176784 Per License Agreement St Luke's Health Plan Inc A 2932500 Per Surplus Note Agreement St Luke's Health Foundation Ltd O 3309498 Salaries & Wages paid by SLHS St Luke's Health Foundation Ltd C 784804 Donations Specified for SLHS St Luke's Regional Medical Center Ltd O 1135150164 Salaries & Wages paid by SLHS St Luke's Wood River Medical Center Ltd O 52824281 Salaries & Wages paid by SLHS St Luke's McCall Ltd O 34226599 Salaries & Wages paid by SLHS St Luke's Nampa Medical Center Ltd O 124565689 Salaries & Wages paid by SLHS St Luke's Magic Valley Regional Medical Center Ltd O 254953018 Salaries & Wages paid by SLHS St Luke's Clinic Coordinated Care Ltd O 990417 Salaries & Wages paid by SLHS St Luke's Clinic Coordinated Care Ltd Q 91708 Pro Rata Overhead Allocation St Luke's Regional Medical Center Ltd J 2352986 Per Master Lease Agreement St Luke's Regional Medical Center LTD 190 E Bannock Boise ID 83712 820161600 0 0 0 0 0 0 0 0 0 0 St Luke's Health Foundation Ltd 190 E Bannock Boise ID 83712 810600973 0 0 0 0 0 0 0 0 0 0 St Luke's Clinic Coordinated Care Ltd 190 E Bannock Boise ID 83712 455195864 0 0 0 0 0 0 0 0 0 0 St Luke's Magic Valley Regional Medical Center Ltd 190 E Bannock Boise ID 83712 562570686 0 0 0 0 0 0 0 0 0 0 St Luke's Wood River Medical Center 190 E Bannock Boise ID 83712 841421665 0 0 0 0 0 0 0 0 0 0 St Luke's McCall Ltd 190 E Bannock Boise ID 83712 273311774 0 0 0 0 0 0 0 0 0 0 St Luke's Nampa Medical Center Ltd 190 E Bannock Boise ID 83712 821162805 0 0 0 0 0 0 0 0 0 0