Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
801 OSTRUM STREET
 
Room/suite
City or town, state or country, and ZIP + 4
BETHLEHEM, PA180151000
D Employer identification number

23-1352213
E Telephone number

G Gross receipts $ 683,953,579
F Name and address of principal officer:
THOMAS P LICHTENWALNER
801 OSTRUM STREET
BETHLEHEM,PA180151000
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SLHHN.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1872
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 16
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 5,592
6 Total number of volunteers (estimate if necessary) .... 6 1,364
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 3,011
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,076,887 10,464,337
9 Program service revenue (Part VIII, line 2g) ......... 638,981,389 650,884,574
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 25,073,211 16,790,048
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 3,356,520 4,755,543
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 673,488,007 682,894,502
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   460,141
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 299,367,819 306,730,225
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 324,391,464 337,151,310
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 623,759,283 644,341,676
19 Revenue less expenses. Subtract line 18 from line 12...... 49,728,724 38,552,826
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 1,032,952,594 1,116,306,829
21 Total liabilities (Part X, line 26)............ 710,508,062 663,999,367
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 322,444,532 452,307,462
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
Big Right Arrow




EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 66,197,059 including grants of $ 0 ) (Revenue $ 73,116,669 )
General medicine: coordinated care is provided for patients in both an outpatient and inpatient setting, in which care is managed by hospitalists. Emphasis is also placed on health promotion and disease prevention. Preventive and healthy living medical education, routine care of common medical illnesses and ongoing management and coordination of care for complex disease states is provided. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $ 56,569,716 including grants of $ 0 ) (Revenue $ 57,589,211 )
Cardiovascular medicine: St. Luke's Heart and Vascular Center offers a full spectrum of advanced heart and vascular services generally available only at major metropolitan teaching hospitals. The hospital's heart care program has earned Chest Pain Center accreditation and Joint Commission Certification for heart failure. It has repeatedly earned the highest overall open-heart surgery quality rating from the Society of Thoracic Surgeons and was named one of the nation's 50 Top Cardiovascular Hospitals by Thomson Reuters. The National Committee for Quality Assurance has awarded the hospital's clinics for the underserved special recognition in the area of heart and stroke care. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4c (Code:   ) (Expenses $ 50,853,812 including grants of $ 0 ) (Revenue $ 57,434,281 )
General surgery: hospital surgeons, combined with available leading-edge surgical technologies, provide patients with some of the most advanced surgical care available today. St. Luke's has one of the nation's oldest and most experienced minimally invasive robotic surgery programs and was the first in the U.S. to offer a "guarantee" for robotic prostatectomy. Other innovative advanced surgical techniques are offered for a wide range of conditions, such as surgery resulting from trauma injuries, neurosurgical pain management and bariatric surgery. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 406,323,659 including grants of $ 367,420 ) (Revenue $ 462,744,413 )
4e Total program service expensesMediumBullet$ 579,944,246
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
Click to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I
Click to see attachment
.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see list of attachments
20b
Yes
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
456
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
5,592
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
19
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
16
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
THOMAS P LICHTENWALNER
801 OSTRUM STREET
BETHLEHEM,PA180151000
(484) 526-4000
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) DAVID M LOBACH JR
CHAIRMAN - DIRECTOR
1.0 X   X       0 0 0
(2) CHARLES SAUNDERS MD
VICE CHAIRMAN - DIRECTOR
1.0 X   X       0 0 0
(3) RICHARD A ANDERSON
DIRECTOR - PRESIDENT/CEO
54.0 X   X       1,269,371 0 409,916
(4) REVEREND DR DOUGLAS W CALDWELL
DIRECTOR
1.0 X           0 0 0
(5) FAUST CAPOBIANCO
DIRECTOR
1.0 X           0 0 0
(6) CHRISTINA CONNAR
DIRECTOR
1.0 X           0 0 0
(7) JOHN M DALY MD
DIRECTOR
1.0 X           0 0 0
(8) JAMES G GALLAGHER MD
DIRECTOR
1.0 X           0 0 0
(9) ALICE P GAST PHD
DIRECTOR
1.0 X           0 0 0
(10) JAN S HELLER
DIRECTOR
1.0 X           0 0 0
(11) MRS GEORGE A HURD
DIRECTOR
1.0 X           0 0 0
(12) KOSTAS KALOGEROPOULOS
DIRECTOR
1.0 X           0 0 0
(13) DOUGLAS A MICHELS
DIRECTOR
1.0 X           0 0 0
(14) ROBERT A OSTER
DIRECTOR
1.0 X           0 0 0
(15) ARTHUR SCOTT PHD
DIRECTOR
1.0 X           0 0 0
(16) KENNETH R SMITH
DIRECTOR
1.0 X           0 0 0
(17) REVEREND DR CHRISTOPHER M THOMFORDE
DIRECTOR
1.0 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) ANDREW F S WARNER
DIRECTOR
1.0 X           0 0 0
(19) DONALD E WIEAND JR
DIRECTOR
1.0 X           0 0 0
(20) JOEL D FAGERSTROM
EXECUTIVE VICE PRESIDENT/COO
54.0     X       480,285 0 41,859
(21) THOMAS P LICHTENWALNER
SVP FINANCE/CFO
48.0     X       417,701 0 163,998
(22) JEFFREY A JAHRE MD
SVP MEDICAL & ACADEMIC AFFAIRS
54.0     X       560,571 0 74,623
(23) ROBERT E MARTIN
SVP PLANNING
55.0       X     330,280 0 63,308
(24) ROBERT P ZIMMEL
SVP HUMAN RESOURCES
54.0       X     325,071 0 119,429
(25) ROBERT L WAX ESQ
SVP & GENERAL COUNSEL
54.0       X     303,253 0 36,906
(26) CAROL A KUPLEN RN MSN
SVP & CHIEF NURSING OFFICER
53.0       X     299,581 0 75,538
(27) FRANK FORD
PRESIDENT ALLENTOWN CAMPUS
55.0       X     264,390 0 63,104
(28) JOSEPH C MEROLA MD
CHIEF OF OB/GYN
54.0         X   608,737 0 124,647
(29) MARC A GRANSON MD
CHIEF OF SURGERY
55.0         X   536,320 0 51,380
(30) MICHAEL D GROSSMAN MD
TRAUMA SURGEON
55.0         X   522,786 0 59,502
(31) WILLIAM S HOFF MD
TRAUMA SURGEON
55.0         X   496,406 0 59,624
(32) BRIAN A HOEY MD
TRAUMA SURGEON
55.0         X   487,242 0 57,936
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 6,901,994 0 1,401,770
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet252
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
JG PETRUCCI COMPANY INC
171 STATE ROUTE 173 SUITE 201
ASBURY,NJ08802
CONSTRUCTION 17,149,378
NORTH STAR CONSTRUCTION
7562 PEN DRIVE SUITE 100
ALLENTOWN,PA18106
CONSTRUCTION 10,257,237
PROGRESSIVE PHYSICIAN ASSOCIATES
3735 NAZARETH ROAD SUITE 206
EASTON,PA18045
PROF. PHYSICIAN SVCS 6,706,763
SODEXO INC AFFILIATES
PO BOX 360170
PITTSBURGH,PA152516170
FOOD/DIETARY SVCS 5,189,003
ANESTHESIA SPECIALISTS OF BETHLEHEM
PO BOX 5520
BETHLEHEM,PA18017
PROF. PHYSICIAN SVCS 4,679,406
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet141
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 7,619
d Related organizations...1d 390,051
e Government grants (contributions)1e 5,112,004
f All other contributions, gifts, grants, and
similar amounts not included above
1f
4,954,663
g Noncash contributions included in lines 1a-1f:$ 57,701
h Total. Add lines 1a-1f.......MediumBullet 10,464,337
 Program Service Revenue Business Code
2a NET PATIENT SERVICE REVENUE 541,900 647,742,922 647,742,922    
b OTHER HEATHCARE RELATED REVENUE 900,099 3,141,652 3,138,641 3,011  
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 650,884,574
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 17,683,746     17,683,746
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents 898,199  
b Less: rental expenses    
c Rental income or (loss) 898,199  
d Net rental income or (loss).......MediumBullet 898,199     898,199
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 153,950  
b Less: cost or other basis and sales expenses 987,220 60,428
c Gain or (loss) -833,270 -60,428
d Net gain or (loss)..........MediumBullet -893,698     -893,698
8a Gross income from fundraising events (not including
$ 7,619
of contributions reported on line 1c). See Part IV, line 18 ...
a 11,429
b Less: direct expenses ...b 11,429
c Net income or (loss) from fundraising events..MediumBullet 0   0
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a DIETARY REVENUE 722,210 2,003,211     2,003,211
b TUITION REVENUE 611,600 1,584,997     1,584,997
c MANAGEMENT FEE REVENUE 541,610 135,843     135,843
d All other revenue .... 133,293     133,293
e Total. Add lines 11a–11d ......MediumBullet 3,857,344
12 Total revenue. See Instructions....MediumBullet 682,894,502 650,881,563 3,011 21,545,591
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 367,420 367,420
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 92,721 92,721
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 5,299,185 4,769,265 529,920  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 232,987,564 209,688,808 23,298,756  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 22,705,529 20,434,977 2,270,552  
9 Other employee benefits ....... 31,134,706 28,021,235 3,113,471  
10 Payroll taxes ........... 14,603,241 13,142,917 1,460,324  
11 Fees for services (non-employees):        
a Management ...... 2,148,071 1,933,264 214,807  
b Legal ......... 99,972 89,975 9,997  
c Accounting ........... 268,554 241,699 26,855  
d Lobbying ........... 240,461 216,415 24,046  
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 538,246 484,421 53,825  
12 Advertising and promotion .... 331,847 298,662 33,185  
13 Office expenses ....... 125,555,788 113,000,209 12,555,579  
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 5,963,138 5,366,824 596,314  
17 Travel ............ 995,398 895,858 99,540  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 13,405,872 12,065,285 1,340,587  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 36,663,090 32,996,781 3,666,309  
23 Insurance .............. 5,649,801 5,084,821 564,980  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a PROVISION FOR BAD DEBTS 44,165,290 39,748,761 4,416,529 0
b OTHER SERVICES/SUPPORT 29,205,691 26,285,122 2,920,569 0
c PURCHASED SERVICES 25,403,719 22,863,347 2,540,372 0
d CONTRACT SERVICES 9,190,316 8,271,284 919,032 0
e UTILITIES 7,585,339 6,826,805 758,534 0
f All other expenses 29,740,717 26,757,370 2,983,347 0
25 Total functional expenses. Add lines 1 through 24f 644,341,676 579,944,246 64,397,430 0
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 17,220
2 Savings and temporary cash investments ....... 116,029,085 2 74,090,443
3 Pledges and grants receivable, net ......... 2,505,502 3 981,228
4 Accounts receivable, net ......... 110,782,614 4 104,476,336
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 39,069,194 7 62,305,139
8 Inventories for sale or use .............. 11,607,075 8 11,106,608
9 Prepaid expenses and deferred charges ............ 7,879,352 9 7,593,169
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 868,679,454
b Less: accumulated depreciation. ..... 10b 443,349,515 372,160,985 10c 425,329,939
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 .. 349,530,791 13 382,275,669
14 Intangible assets ......... 219,512 14 68,466
15 Other assets. See Part IV, line 11 ........... 23,168,484 15 48,062,612
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,032,952,594 16 1,116,306,829
Liabilities 17 Accounts payable and accrued expenses . 200,676,881 17 169,102,010
18 Grants payable ..........   18  
19 Deferred revenue .......... 2,714,917 19 2,593,708
20 Tax-exempt bond liabilities .......... 415,341,755 20 411,428,810
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 91,774,509 25 80,874,839
26 Total liabilities. Add lines 17 through 25..... 710,508,062 26 663,999,367
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 290,666,362 27 412,531,226
28 Temporarily restricted net assets ..... 12,923,170 28 19,708,039
29 Permanently restricted net assets ..... 18,855,000 29 20,068,197
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 322,444,532 33 452,307,462
34 Total liabilities and net assets/fund balances ..... 1,032,952,594 34 1,116,306,829
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
682,894,502
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
644,341,676
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
38,552,826
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
322,444,532
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
91,310,104
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
452,307,462
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part I
Contributors (see Instructions)
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
Organization's
Totals
(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
         
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
217,894
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
22,567
i
Other activities? If "Yes," describe in Part IV ..........................
 
 
 
j
Total. lines 1c through 1i ...................................
240,461
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
LOBBYING ACTIVITIES SCHEDULE C, PART II-B; QUESTION 1 THE ORGANIZATION PAID A CONSULTING FIRM $95,240 IN ORDER TO INFORM AND EDUCATE LEGISLATORS REGARDING MEDICARE AND MEDICAL ASSISTANCE REIMBURSEMENT AS WELL AS OTHER HEALTHCARE ISSUES. IN ADDITION, THE ORGANIZATION IS A MEMBER OF THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $22,567. THE ORGANIZATION ALSO ALLOCATES A PORTION OF TOTAL COMPENSATION OF TWO ST. LUKE'S HOSPITAL & HEALTH NETWORK SENIOR MANAGEMENT PERSONNEL. THE TOTAL AMOUNT OF THIS EXPENSE ALLOCATED TO LOBBYING ACTIVITIES WAS $122,654. THIS ORGANIZATION PAYS ALL EXPENSES, INCLUDING LOBBYING, ON BEHALF OF ALL AFFILIATES WITHIN THE ST. LUKE'S HOSPITAL & HEALTH NETWORK AND CHARGES THESE AFFILIATES FOR THESE COSTS. LOBBYING EXPENDITURES TO ST. LUKE'S HOSPITAL & HEALTH NETWORK AFFILIATES REPRESENTED $64,127 OF THE $240,461 REPORTED ON THIS FEDERAL FORM 990.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 31,778,170    
b Contributions ........ 3,998,132    
c Investment earnings or losses ... 6,549,596    
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........
2,549,662    
f Administrative expenses ....      
g End of year balance ...... 39,776,236    
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet49.550 %
b
Permanent endowment: SchDMd Bullet50.450 %
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   74,205,297 74,205,297
b Buildings ................   344,990,287 184,857,178 160,133,109
c Leasehold improvements ............   12,723,819 5,034,023 7,689,796
d Equipment ................   324,813,150 252,220,040 72,593,110
e Other .................   111,946,901 1,238,274 110,708,627
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 425,329,939
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) MONEY MARKET FUNDS 31,958,479 F
(2) GOVERNMENT SECURITIES 88,721,968 F
(3) CORPORATE BONDS 1,060,000 F
(4) COMMON & PREFERRED STOCK 521,656 F
(5) MUTUAL FUNDS 260,013,566 F




Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet 382,275,669
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
ADVANCE FROM THIRD PARTY PAYORS 2,099,500
DUE TO THIRD PARTIES 10,929,695
CURRENT PORTION OF PENSION COSTS 3,318,087
DUE TO AFFILIATES 16,984,558
ASSET RETIREMENT OBLIGATION 3,247,932
CHARITABLE GIFT ANNUITIES 511,588
SWAP CONTRACT LIABILITY 34,084,440
SELF INSURANCE COSTS 9,699,039
OTHER LIABILITIES 0
Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 80,874,839
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

GOLF EVENT
(event type)
(b) Event #2

 
(event type)
(c) Other Events

0
(total number)
(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 19,048     19,048
2 Less: Charitable
contributions . . .
7,619     7,619
3 Gross income (line 1
minus line 2) . . .
11,429     11,429
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses . 11,429     11,429
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 11,429
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
Yes
 
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
 
6a
Does the organization prepare an annual community benefit report?.............
6a
 
No
6b
If "Yes," does the organization make it available to the public? ..............
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) ..
    12,290,648 0 12,290,648 2.050 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) .
    93,695,416 72,114,552 21,580,864 3.600 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....     0 0 0 0 %
dTotal Charity Care and
Means-Tested Government Programs .....
    105,986,064 72,114,552 33,871,512 5.650 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) ....
    7,056,575 2,824,485 4,232,090 0.710 %
f Health professions education
(from Worksheet 5) ..
    37,207,900 12,729,117 24,478,783 4.080 %
g Subsidized health services
(from Worksheet 6) ..
    13,871,534 9,244,402 4,627,132 0.770 %
h Research (from Worksheet 7)     0 0 0 0 %
i Cash and in-kind contributions
to community groups
(from Worksheet 8) ..
    1,054,132 0 1,054,132 0.180 %
jTotal Other Benefits ...     59,190,141 24,798,004 34,392,137 5.740 %
kTotal. Add lines 7d and 7j. ..     165,176,205 96,912,556 68,263,649 11.390 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building     187 0 187 0 %
7 Community health improvement advocacy     1,916 0 1,916 0 %
8 Workforce development            
9 Other            
10 Total     2,103 0 2,103 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense (at cost).....
2
6,717,924
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
671,792
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
158,545,572
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
137,208,948
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
21,336,624
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership%
(e) Physicians'
profit % or stock
ownership %
1THE CENTER FOR ORAL
 
       
2& MAXILLOFACIAL
 
       
3SURGERY & IMPLANT
 
       
4AT ST LUKE'S LLC
 
ORAL SURGERY 50.000 % 0 % 50.000 %
5DIALYSIS LIMITEDLLC
 
DIALYSIS 50.000 % 0 % 50.000 %
6ST LUKE'S NORTH
 
       
7DIALYSIS CENTERLP
 
DIALYSIS 49.500 % 0 % 50.500 %
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?2
Name and address
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 ST LUKE'S HOSPITAL - BETHLEHEM CAMPUS
801 OSTRUM STREET
BETHLEHEM,PA180151000
X X   X   X X    
2 ST LUKE'S HOSPITAL - ALLENTOWN CAMPUS
1736 W HAMILTON STREET
ALLENTOWN,PA18104
X X   X     X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:ST LUKE'S HOSPITAL - BETHLEHEM CAMPUS
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:ST LUKE'S HOSPITAL - ALLENTOWN CAMPUS
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?33
Name and address Type of Facility (Describe)
1 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
2 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
3 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
4 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
5 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
6 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
7 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
8 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
9 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
10 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
11 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
12 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
13 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
14 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
15 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
16 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
17 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
18 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
19 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
20 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
21 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
22 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
23 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
24 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
25 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
26 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
27 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
28 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
29 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
30 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
31 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
32 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
33 ST LUKE'S NORTH
153 BRODHEAD ROAD
BETHLEHEM,PA18017
OUTPATIENT SERVICES - VARIOUS
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
COMMUNITY BENEFIT REPORT SCHEDULE H, PART I, LINE 6A Not applicable.
FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST SCHEDULE H, PART I, LINE 7 The bad debt expense included on form 990, Part IX, Line 25, Column (a), but subtracted for purposes of calculating the percentage in this column is $44,165,290. The McKesson, Horizon Performance Management Costing application was the tool utilized to determine the cost of Financial Assistance, Unreimbursed Medicaid, Medicaid HMO, and Subsidized Health Services. The entire activity was costed through the McKesson HPM application, to include inpatient, outpatient, emergency room, and all payers. Costing consisted of allocating cost from the departmental level down to the service item level. Once costs were determined at the service item level, we then aggregated encounters into the defined targeted groups. For determination of the unreimbursed costs for Medicaid, Medicaid HMO, and Subsidized Services reported on Part I, Line 7, we excluded charity care, bad debt, and all overlapping cases reported elsewhere. We utilized the Ratio of Patient Care cost to charges to determine the charity care and bad debt costs. The development of the ratio conforms to the Form 990 Instructions. The Medicare shortfall/surplus was determined using the Medicare Complex Cost Reporting Form utilizing allowable Medicare Costs. No costs relating to subsidized healthcare services are attributable to any physician clinics.
COMMUNITY BUILDING ACTIVITIES SCHEDULE H, PART II St. Luke's HOSPITAL OF BETHLEHEM, PENNSYLVANIA has direct involvement in numerous community building activities that promote and improve the health status and general betterment of the communities served by the hospital. This is accomplished through service on state and regional advocacy committees and boards, volunteerism with local community-based non-profit advocacy groups, and participation in conferences and other educational activities to promote understanding of the root causes of health concerns. This organization provides educational materials, conducts community health fairs and holds health education seminars and outreach sessions for its patients and for community providers. Presentations are provided by physicians, nurses and other healthcare professionals.
BAD DEBT EXPENSE SCHEDULE H, PART III, LINE 4 Bad debt expense was calculated using the organization's bad debt expense from its audited financial statements, net of accounts written off at charges and multiplied by its cost to charge ratio. The organization and its affiliates prepare and issue audited consolidated financial statements. The system's allowance for doubtful accounts (bad debt expense) methodology and charity care policies are consistently applied across all hospital affiliates. The attached text was obtained from the footnotes to the audited financial statements of the organization Patient accounts receivable The Network's patient accounts receivable consist of unsecured amounts due for patient services billed to patients and other third-party payors such as Medicare, Medical Assistance, Blue Cross and various commercial insurance companies and managed care companies. The primary service area of the Network is located in Lehigh, Northampton, Carbon, Schuylkill and Bucks Counties, Pennsylvania. The ability of these patients to pay is subject to charges in general economic conditions of the Network's service area. The Network performs ongoing credit evaluations and maintains reserves for potential credit losses. Charity care The Network provides care to all patients who meet certain criteria under its charity care policy without charge or at amounts less than its established rates. Charges for services to patients who meet the Network's guidelines for charity care are not reflected in the accompanying consolidated financial statements. The charges associated with these services for charity care provided by the Network approximate $100,586,000 and $79,000,000 in 2011 and 2010, respectively. The costs incurred to provide such care was approximately $20,231,000 and $16,340,000 for 2011 and 2010, respectively.
MEDICARE SCHEDULE H, PART III, LINE 8 Medicare costs were derived from the Medicare Cost Report filed by the organization. bad debt IS community benefit and associated costs are includable on the Form 990, Schedule H, Part I. The organization feels that bad debt IS community benefit and associated costs are includable on the Form 990, Schedule H, Part I. As outlined more fully below the organization believes that these services and related costs promote the health of the community as a whole and are rendered in conjunction with the organization's charitable tax-exempt purposes and mission in providing medically necessary healthcare services to all individual's in a non-discriminatory manner without regard to race, color, creed, sex, national origin, religion or ability to pay and consistent with the community benefit standard promulgated by the IRS. The community benefit standard is the current standard for a hospital for recognition as a tax-exempt and charitable organization under Internal Revenue Code ("IRC") 501(c)(3). The organization is recognized as a tax-exempt entity and charitable organization under 501(c)(3) of the IRC. Although there is no definition in the tax code for the term "charitable", a regulation promulgated by the Department of the Treasury provides some guidance and states that "[t]he term charitable is used in 501(c)(3) in its generally accepted legal sense," and provides examples of charitable purposes, including the relief of the poor or unprivileged; the promotion of social welfare; and the advancement of education, religion, and science. Note: it does not explicitly address the activities of hospitals. In the absence of explicit statutory or regulatory requirements applying the term "charitable" to hospitals, it has been left to the IRS to determine the criteria hospitals must meet to qualify as IRC 501(c)(3) charitable organizations. The original standard was known as the charity care standard. This standard was replaced by the IRS with the community benefit standard which is the current standard. Charity care standard In 1956, the IRS issued Revenue Ruling 56-185, which addressed the requirements hospitals needed to meet in order to qualify for IRC 501(c)(3) status. One of these requirements is known as the "charity care standard." under the standard, a hospital had to provide, to the extent of its financial ability, free or reduced-cost care to patients unable to pay for it. A hospital that expected full payment did not, according to the ruling, provide charity care based on the fact that some patients ultimately failed to pay. The ruling emphasized that a low level of charity care did not necessarily mean that a hospital had failed to meet the requirement since that level could reflect its financial ability to provide such care. The ruling also noted that publicly supported community hospitals would normally qualify as charitable organizations because they serve the entire community, and a low level of charity care would not affect a hospital's exempt status if it was due to the surrounding community's lack of charitable demands. Community benefit standard In 1969, the IRS issued Revenue Ruling 69-545, which "remove[d]" from Revenue Ruling 56-185 "the requirements relating to caring for patients without charge or at rates below cost." Under the standard developed in Revenue Ruling 69-545, which is known as the "community benefit standard," hospitals are judged on whether they promote the health of a broad class of individuals in the community. The ruling involved a hospital that only admitted individuals who could pay for the services (by themselves, private insurance, or public programs such as Medicare), but operated a full-time emergency room that was open to everyone. The IRS ruled that the hospital qualified as a charitable organization because it promoted the health of people in its community. The IRS reasoned that because the promotion of health was a charitable purpose according to the general law of charity, it fell within the "generally accepted legal sense" of the term "charitable," as required by Treas. Reg. 1.501(c)(3)-1(d)(2). The IRS ruling stated that the promotion of health, like the relief of poverty and the advancement of education and religion, is one of the purposes in the general law of charity that is deemed beneficial to the community as a whole even though the class of beneficiaries eligible to receive a direct benefit from its activities does not include all members of the community, such as indigent members of the community, provided that the class is not so small that its relief is not of benefit to the community. The IRS concluded that the hospital was "promoting the health of a class of persons that is broad enough to benefit the community" because its emergency room was open to all and it provided care to everyone who could pay, whether directly or through third-party reimbursement. Other characteristics of the hospital that the IRS highlighted included the following: its surplus funds were used to improve patient care, expand hospital facilities, and advance medical training, education, and research; it was controlled by a board of trustees that consisted of independent civic leaders; and hospital medical staff privileges were available to all qualified physicians. bad debt IS community benefit and associated costs are includable on the Form 990, Schedule H, Part I. The American Hospital Association ("AHA") feels that bad debt IS community benefit and thus includable on the Form 990, Schedule H, Part I. This organization agrees with the AHA position. As outlined in the AHA letter to the IRS dated August 21, 2007 with respect to the first published draft of the new Form 990 and Schedule H, the AHA felt that the IRS should incorporate the full value of the community benefit that hospitals provide by counting BAD DEBT as quantifiable community benefit. Both the AHA and this organization also feel that patient bad debt is a community benefit and thus includable on the Form 990, Schedule H, Part I. there are compelling reasons that patient bad debt should be counted as quantifiable community benefit as follows: - a significant majority of bad debt is attributable to low-income patients, who, for many reasons, decline to complete the forms required to establish eligibility for hospitals' charity care or financial assistance programs. A 2006 Congressional Budget Office ("CBO") report, nonprofit hospitals and the provision of community benefits, cited two studies indicating that "the great majority of bad debt was attributable to patients with incomes below 200% of the federal poverty line." - the report also noted that a substantial portion of bad debt is pending charity care. Unlike bad debt in other industries, hospital bad debt is complicated by the fact that hospitals follow their mission to the community and treat every patient that comes through their emergency department, regardless of ability to pay. Patients who have outstanding bills are not turned away, unlike other industries. Bad debt is further complicated by the auditing industry's standards on reporting charity care. Many patients cannot or do not provide the necessary, extensive documentation required to be deemed charity care by auditors. As a result, roughly 10% of bad debt is pending charity care. - the CBO concluded that its findings "support the validity of the use of uncompensated care [bad debt and charity care] as a measure of community benefits" assuming the findings are generalizable nationwide; the experience of hospitals around the nation reinforces that they are generalizable. As outlined by the AHA, despite the hospital's best efforts and due diligence, patient bad debt is a part of the hospital's mission and charitable purposes. Bad debt represents part of the burden hospitals shoulder in serving all patients regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, the hospital invests significant resources in systems and staff training to assist patients that are in need of financial assistance.
DEBT COLLECTION POLICY SCHEDULE H, PART III, LINE 9B Accounts considered to be charity care are not included in the bad debt expense, but rather, are accounted for as an allowance against the organization's patient service revenue. St. Luke's Financial Assistance Program St. Luke's is a non-profit organization dedicated to the care and treatment of the sick and the prevention of illness. The first consideration in the admission and placement or treatment of a patient is the medical needs of the patient. Patients shall be provided and encouraged to obtain medically necessary care regardless of ability to pay or eligibility for financial assistance. However, all patients will be required to pay for the care in which they receive if they are financially able to do so. Advance payment will not be required for any medically necessary service. Some individuals fail to obtain necessary care due to financial concerns. In order to encourage such patients to obtain appropriate care, St. Luke's shall operate a Financial Assistance program. All patients presenting for medically necessary services with no insurance will have the opportunity to qualify for St. Luke's Financial Assistance Program. Services excluded from the program include but are not limited to cosmetic, bariatric, IVF, IUDs, tubal ligations and sleep study. St. Luke's reserves the right to exclude services if, upon review, it is determined that they are not medically necessary. In addition, patients scheduled for elective procedures will be assessed for medical need for procedure along with ability to pay a portion of the procedure. Eligibility for the Pa Fair Care program will be reviewed and an application is required if eligible. a Medical Assistance application may be required and completed prior to service for elective cases. Patients receiving inpatient or high dollar outpatient services will be evaluated for Medical Assistance eligibility in order to qualify for the St. Luke's Hospital Financial Assistance Program. Individuals will not be eligible for financial assistance if Medical Assistance coverage is denied due to lack of cooperation (i.e., timeliness or failure to produce required documentation). Financial Assistance Individuals with family income at or below 300% of the current federal poverty guidelines may be eligible for a 100% financial assistance allowance on the cost of their medically necessary services. Those with incomes 301%-500% of federal poverty guidelines may be eligible for financial assistance allowances as follows: - 301%-400% of federal poverty guidelines: 80% financial assistance allowance - 401%-500% of federal poverty guidelines: 70% financial assistance allowance - Patients with income over 500% of federal poverty guidelines and not qualifying for medical indigence will receive a 60% discount (not considered financial assistance) off medically necessary charges. No proof of income is required for this discount. Patients with routine co-pays and deductibles from managed care and commercial insurances are not eligible for financial assistance or a discount unless a financial hardship can be proven. Patients having limited benefit coverage through insurance and who demonstrate a financial hardship may be eligible for the Financial Assistance program. Clinic patients who qualify for financial assistance will be issued an initial eligibility card. Ongoing eligibility will be determined by automatic review via the software Search America. Patients with an active St. Luke's Financial Assistance card will be reassessed for Medical Assistance upon receiving inpatient services and any high dollar out patient service which includes but is not limited to chemotherapy, radiation therapy, outpatient surgery, interventional radiology or interventional cardiology services. Patients who have received financial assistance in the past but who are having services that are elective or high dollar procedures will be required to comply with the process of medical assistance eligibility or eligibility for programs such as Pa Fair Care. Case by case decisions will be made regarding financial liability in each instance. Determining Eligibility for Financial Assistance Designated business service department employees will utilize independent third party income estimation software information as the determinant of eligibility. The income estimation software application utilized by St. Luke's is based upon a statistically validated methodology to provide income and family size determination. This information is then automatically cross-walked to St. Luke's financial assistance eligibility matrix ranging from 0% to 500% of the current federal poverty guidelines to determine the level of financial assistance to be applied. When insufficient information is returned via the software application, the manual process below will be utilized to determine eligibility. In determining family income and family size, a family unit will be defined as immediate family members/significant other/domestic partner living in the household. All income of occupants will be considered in determining total household income. In determining income the following will be considered: - Wages - Pension - Annuities - Social Security - Interest, Dividend, and other Investment Income such as Capital Gains - Unemployment Compensation - Workers Comp - Disability Benefits - Child Support - Alimony - Public Assistance - Net Rental Income (Income Less Expenses) as calculated for Federal Tax purposes Assets may be considered in determining eligibility and the level of discount approved for financial assistance. Designated business service department employees may also discuss financial assistance with patients who, upon receiving a billing statement, express an inability to pay for services rendered. Financial assistance applications may be supplied to these patients along with the information regarding required documentation or the income estimation software may be used to determine eligibility status. Medical Indigence Assessment Patients may be eligible for additional assistance when the level of qualifying discount falls below 100% according to the sliding scale. Once the discount is applied, if the remaining balance on bills in question exceeds 30% of the annual gross income, an additional 30% discount for medical indigence may be applied. If the patient does not qualify for any of the financial assistance categories identified above, but the medical expenses exceed an ability to pay, the patient will be encouraged to write a hardship letter to be submitted to the Associate Vice President of Finance for consideration of a hardship write-off of all or part of the outstanding medical liability. In the case of foreign visitors, the hospital will attempt to identify the person who sponsored the visitor's entry into the United States. If the sponsor is legally responsible for the visitor's medical bills, the hospital will apply its normal collection efforts in attempting to collect from the sponsor. Application for financial assistance will be based on the sponsor's income. St. Luke's Hospital reserves the right to deny an application for financial assistance based upon lack of reasonably required documentation or the submission of fraudulent documentation. If information is not provided within 30 days of a request, an application may be denied unless the information was not provided for reasons beyond the applicant's control. In these cases the patient will not be eligible for the financial assistance Program. Notification to Patient All patients receiving inpatient or high dollar OP services or who apply via the clinic will receive a notice of determination from the business office with the amount of financial assistance granted and any remaining financial liability. Patients may provide documentation if they feel the automatic estimation of income and assets is incorrect or incomplete. The business office will assess and revise the determination as appropriate for future encounters based on the software information provided. St. Luke's Credit and Collection Policy The Credit and Collection policy is established and is to be administered in accordance with the mission and values of the hospital as well as federal and state law. The policy is designed to promote appropriate access to medical care for all patients regardless of their ability to pay while maintaining the Network's fiscal responsibility to maximize reimbursement and minimize bad debt. All hospital services are provided without consideration of ability to pay and are not delayed pending application and/or approval of Medical Assistance or St. Luke's Charity Care. Advance payment is not required for any medical service. This Credit and Collection policy is intended to take into account each individual's ability to contribute to the cost of his or her care. Patients will be assisted in obtaining health insurance coverage from privately and publicly funded sources whenever possible. All patient acc
FACILITY POLICIES AND PRACTICES SCHEDULE H, PART V; SECTION B Not applicable.
NEEDS ASSESSMENT SCHEDULE H, PART VI; QUESTION 2 St. Luke's Hospital & Health Network's Department of Community Health oversees assessment of the healthcare needs of the communities served by hospitals within the Network, including this organization. The Department is led by Dr. Bonnie Coyle, board certified in preventative medicine, with 15 years experience in public and preventative health. Analysis of information from the following sources is part of the Department's ongoing health needs assessment process: vital statistics, Pennsylvania Department of Health data, hospital discharge data, the Robert Wood Johnson County Health Profiles and other county data available from various other state agencies. In addition, the Department collects ongoing statistics from its comprehensive community outreach initiatives and from financial support for the Bethlehem Partnership for a Health Community. Established in 1996 by the Board of Directors of St. Luke's Hospital & Health Network, the Partnership is a national model for collaborative efforts to improve access to healthcare services. Currently more than 165 participating/funding agencies, representing local business, government, educational and community organizations, are actively involved in Partnership programs which serve the Greater Lehigh Valley. Through community ownership and shared responsibility, the Partnership strives to enhance the physical, mental, emotional and spiritual wellness of individuals and communities, thereby improving the quality of life for all. The Department's healthcare needs assessment process is enhanced by data obtained through the Bethlehem Partnership's various school-based programs, such as numbers of children failing dental and vision examinations and number of children not receiving medical examinations. The Department also utilizes Guidelines for Adolescent Preventive Services (GAPS) in the Bethlehem Partnership's various mobile van service programs to collect data on risk factors for students and to monitor community health problems. For example, data has been tracked on risk factors such as smoking, obesity, seatbelt use and drug and alcohol use. GAPS is also used on an ongoing basis to build modify programs. Most recently, the Network has contracted with the Lehigh Valley Research Consortium to conduct a formal health needs assessment for the Greater Lehigh Valley and upper Bucks County area, served by St. Luke's Hospital (Allentown/Bethlehem), St. Luke's Quakertown Hospital and the Visiting Nurse Association of St. Luke's. The process will be completed by the IRS required date.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SCHEDULE H, PART VI; QUESTION 3 As a not for-profit entity, St. Luke's Hospital OF BETHLEHEM, PENNSYLVANIA's first consideration in the admission and placement or treatment of any patient is the patient's medical needs. Some patients hesitate to obtain necessary care because of their financial concerns. In order to encourage such patients to obtain appropriate care, in December 2008, the Network's Board of Directors redesigned the Network's Charity Care Program for patient system access to discounted hospital services. This policy is updated annually. The Network also established a community benefit tracking system to comply with new IRS Form 990 guidelines (effective 2009) to report community benefit activities/expenditures. The Charity Care Program is widely communicated in both English and Spanish. A bilingual notice of the Program is posted in all outpatient and inpatient registration areas. All patient statements include a number for patients to call if they are having difficulty paying their bills. St. Luke's website has extensive information regarding the Financial Assistance Program, including eligibility guidelines and contact information. Additionally, St. Luke's financial counselors assess each patient for eligibility for coverage through Medical Assistance, CHIP, Adult Basic and other programs. Bilingual counselors are available.
COMMUNITY INFORMATION SCHEDULE H, PART VI; QUESTION 4 St. Luke's Hospital of bethlehem, pennsylvania's primary service area consists of an urban population in Lehigh and Northampton Counties in Southeastern Pennsylvania with a total population of 647,232. The average household income is $55,340 and 10.5 percent of the population has income below the poverty level. Seven hospitals serve the primary service area and 19 percent of hospital discharges are Medicaid patients and 3 percent are uninsured. As of the 2008 American Community Survey conducted by the U.S. Census Bureau, the Lehigh Valley consisted of the following groups: 87.1% of the population were Caucasian, 11.3% of the population were Hispanics and Latinos of any race and 4.6% were Black or African American. South Bethlehem, Easton and Tamaqua have been designated Medically Underserved Areas. Population growth from 2000 to 2030, projected by the Lehigh Valley Planning Commission, is as follows: ages 0 to 54 years, 9%, ages 55 to 64 years, 49%, ages 65 to 74 years, 76% and ages 75+, 57%.
PROMOTION OF COMMUNITY HEALTH SCHEDULE H, PART VI; QUESTION 5 The organization and the entire St. Luke's Hospital & Health Network promote the health of the community on a daily basis throughout the year. The network coordinates and offers numerous community benefit programs, activities and support groups to the community. Please refer to schedule O for a detailed community benefit statement.
AFFILIATED HEALTHCARE SYSTEM SCHEDULE H, PART VI; QUESTION 6 Outlined below is a summary of the entities which comprise the St. Luke's Hospital & Health Network. Not for-profit St. Luke's Hospital & Health Network entities: St. Luke's Health Network, Inc. St. Luke's Health Network, Inc. is the tax-exempt parent of the St. Luke's Hospital & Health Network ("St. Luke's"). This integrated healthcare delivery system consists of a group of affiliated healthcare organizations. This organization is the sole member or stockholder of each affiliated entity. St. Luke's is an integrated network of healthcare providers throughout the state of Pennsylvania. St. Luke's Health Network, Inc. is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(3). As the parent organization, St. Luke's Health Network, Inc. strives to continually develop and operate a multi-hospital healthcare network which provides substantial community benefit through the provision of a comprehensive spectrum of healthcare services to the residents of Pennsylvania and surrounding communities. St. Luke's Health Network, Inc. ensures that its network provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay. No individuals are denied necessary medical care, treatment or services. St. Luke's active hospitals include St. Luke's Hospital of Bethlehem, P.A., St. Luke's Quakertown Hospital and Carbon-Schuylkill Community Hospital, Inc. Each of these hospitals operates consistently with the following criteria outlined in IRS Revenue Ruling 69-545: 1. Each provides medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients; 2. Each operates an active emergency room for all persons; which is open 24 hours a day, 7 days a week, 365 days per year; 3. Each maintains an open medical staff, with privileges available to all qualified physicians; 4. Control of each rests with its board of directors and the board of directors of St. Luke's Health Network, Inc. Both boards are comprised of a majority of independent civic leaders and other prominent members of the community; and 5. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care; programs and activities. St. Luke's Quakertown Hospital St. Luke's Quakertown Hospital is a 62-bed non-profit hospital located in Quakertown, Pennsylvania. St. Luke's Quakertown Hospital is recognized by the Internal Revenue Service as an Internal Revenue Code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, the organization provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay. Moreover, St. Luke's Quakertown Hospital operates consistently with the criteria outlined in IRS Revenue Ruling 69-545. Carbon-Schuylkill Community Hospital, Inc. Carbon-Schuylkill Community Hospital, Inc. is a 45-bed non-profit acute care hospital located in Coaldale, Pennsylvania. Carbon-Schuylkill Community Hospital, Inc. is recognized by the Internal Revenue Service as an Internal Revenue Code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, the organization provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay. Moreover, Carbon-Schuylkill Community Hospital, Inc. operates consistently with the criteria outlined in IRS Revenue Ruling 69-545. St. Luke's Physician Group, Inc. St. Luke's Physician Group, Inc. is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(3). The organization provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay. St. Luke's Emergency & Transport Services, Inc. St. Luke's Emergency & Transport Services, Inc. is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 170(B)(1)(A)(Iii). The organization provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay. Quakertown Rehabilitation Center Quakertown Rehabilitation Center is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 170(b)(1)(A)(iii). The organization provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay. Visiting Nurse Association of St. Luke's - Home Health/Hospice, Inc. Visiting Nurse Association of St. Luke's - Home Health/Hospice, Inc. is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(1). The organization provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay. Homestar Medical Equipment and Infusion Services, Inc. Homestar Medical Equipment and Infusion Services, Inc. is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(2). The organization provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay. St. Luke's Hospital and Health Network Auxiliary, Inc. St. Luke's Hospital and Health Network Auxiliary, Inc. is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 170(b)(1)(A)(iii). The organization is designed to support the charitable purposes, programs and services of St. Luke's Hospital & Health Network. Cancer Immunotherapies, L.L.C., St. Luke's Airmed, L.L.C., St. Luke's Homestar Services, L.L.C. and St. Luke's Windgap Property, L.L.C. are single member limited liability companies of St. Luke's Hospital of Bethlehem, Pennsylvania. For-Profit St. Luke's Hospital & Health Network Entities: Eighth & Eaton Professional Building, L.P. A limited partnership whose majority partner is St. Luke's Hospital of Bethlehem, Pennsylvania. This entity owns a professional medical arts building. New Valley Rehab, L.L.C. A limited liability company taxed as a partnership 50% owned by Quakertown Rehabilitation Center. This entity provides outpatient rehabilitation services in the Lehigh Valley and Quakertown, Pennsylvania. Wind Gap Professional Center Partners A partnership whose majority partner is St. Luke's Hospital of Bethlehem, Pennsylvania. This entity serves as the joint venture vehicle for a medical office building jointly owned with others. St. Luke's Eighth & Eaton Holdings, Inc. An entity whose sole shareholder is St. Luke's Hospital of Bethlehem, Pennsylvania. The entity was incorporated to serve as the general partner and to own 1% interest in the Eighth & Eaton Professional Building, LLP. St. Luke's Health Network Insurance Company An entity whose 88% majority shareholder is St. Luke's Hospital of Bethlehem, Pennsylvania. This entity provides risk retention insurance services. St. Luke's Hospital of Bethlehem, Pennsylvania Ambulatory Surgical Center An entity with certain shares owned by St. Luke's Hospital of Bethlehem, Pennsylvania. This entity provides ambulatory and surgical services to the community. St. Luke's shares have been sold. St. Luke's North Dialysis Center, LP AN ENTITY THAT St. Luke's Hospital OF BETHLEHEM, PENNSYLVANIA holds a 49.50% interest. This entity provides dialysis treatment services in the Lehigh Valley. Dialysis Limited, LLC An entity that St. Luke's Hospital OF BETHLEHEM, PENNSYLVANIA holds a 50% interest. The entity was incorporated to serve as the general partner and to own 1% interest in St. Luke's North Dialysis Center, L.P. Center for Oral and Maxillofacial Surgery and Implantology at St. Luke's, LLC AN entity that St. Luke's HOSPITAL OF BETHLEHEM, PENNSYLVANIA holds a 50% interest. The entity provides oral surgery services to the Lehigh Valley. St. Luke's Physician Hospital Organization, Inc. An entity whose class b shares are wholly owned by St. Luke's Hospital of Bethlehem, Pennsylvania. This entity provides contracting services.
state Filing of Community Benefit Report Schedule H, Part VI, Question 7 Not applicable. The entity and related provider organizations are located in Pennsylvania. No community benefit report is filed with the state of Pennsylvania.
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number
23-1352213
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed
......................... lBullet
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) EASTERN PENSYLVANIA EMS COUNCIL4801 KERNSVILLE ROAD SUITE 100
OREFIELD,PA18069
23-1988814 501(C)(3) 10,484       PROGRAM SUPPORT
(2) PA CONNIE MACK BASEBALL LEAGUE1103 RULLESS AVENUE
FOUNTAIN HILL,PA18015
501(C)(3) 6,000       PROGRAM SUPPORT
(3) BOROUGH OF FOUNTAIN HILL941 LONG STREET
FOUNTAIN HILL,PA18015
  73,000       PROGRAM SUPPORT
(4) BETHLEHEM TOWNSHIP4225 EASTON AVENUE
BETHLEHEM,PA18020
  120,000       PROGRAM SUPPORT
(5) LEHIGH VALLEY ROAD RUNNERS INCPO BOX 592
ALLENTOWN,PA18105
23-2377635 501(C)(3) 30,000       PROGRAM SUPPORT
(6) CITY OF ALLENTOWN435 HAMILTON STREET
ALLENTOWN,PA18101
  121,313       PROGRAM SUPPORT












2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
3
3
Enter total number of other organizations ................................ . Bullet Image
3
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) NURSING SCHOLARSHIPS 49 92,721      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
GRANT FUND MONITORING SCHEDULE I, PART I; QUESTION 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) RICHARD A ANDERSON (i)
(ii)
706,277
0
184,327
0
378,767
0
386,204
0
23,712
0
1,679,287
0
304,446
0
(2) JOEL D FAGERSTROM (i)
(ii)
378,575
0
77,320
0
24,390
0
17,607
0
24,252
0
522,144
0
0
0
(3) THOMAS P LICHTENWALNER (i)
(ii)
325,322
0
68,042
0
24,337
0
152,645
0
11,353
0
581,699
0
0
0
(4) JEFFREY A JAHRE MD (i)
(ii)
377,015
0
172,660
0
10,896
0
58,335
0
16,288
0
635,194
0
0
0
(5) ROBERT E MARTIN (i)
(ii)
254,074
0
53,642
0
22,564
0
38,155
0
25,153
0
393,588
0
0
0
(6) ROBERT P ZIMMEL (i)
(ii)
256,057
0
50,391
0
18,623
0
108,922
0
10,507
0
444,500
0
0
0
(7) ROBERT L WAX ESQ (i)
(ii)
259,124
0
39,637
0
4,492
0
14,452
0
22,454
0
340,159
0
0
0
(8) CAROL A KUPLEN RN MSN (i)
(ii)
245,943
0
48,300
0
5,338
0
51,866
0
23,672
0
375,119
0
0
0
(9) FRANK FORD (i)
(ii)
201,632
0
44,968
0
17,790
0
47,131
0
15,973
0
327,494
0
0
0
(10) JOSEPH C MEROLA MD (i)
(ii)
436,703
0
75,536
0
96,498
0
109,046
0
15,601
0
733,384
0
76,188
0
(11) MARC A GRANSON MD (i)
(ii)
451,430
0
74,946
0
9,944
0
35,037
0
16,343
0
587,700
0
0
0
(12) MICHAEL D GROSSMAN MD (i)
(ii)
521,496
0
0
0
1,290
0
36,381
0
23,121
0
582,288
0
0
0
(13) WILLIAM S HOFF MD (i)
(ii)
495,956
0
0
0
450
0
36,381
0
23,243
0
556,030
0
0
0
(14) BRIAN A HOEY MD (i)
(ii)
486,792
0
0
0
450
0
35,679
0
22,257
0
545,178
0
0
0


Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
COMPENSATION INFORMATION PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2010 FORMS W-2.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 1A THE 0RGANIZATION MAINTAINS A MEMBERSHIP IN A COUNTRY CLUB FOR BUSINESS PURPOSES. THE COUNTRY CLUB REQUIRES THAT AN INDIVIDUAL IS NAMED AS THE MEMBER; ACCORDINGLY THE ORGANIZATION HAS DESIGNATED ITS PRESIDENT/CEO, CURRENTLY RICHARD A. ANDERSON, AS THE MEMBER. DURING 2010, MR. ANDERSON DID NOT USE THE COUNTRY CLUB FOR ANY PERSONAL USE OR BENEFIT.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 3 Compensation Review Executive compensation for the health network consists of fixed salary, at-risk compensation and other deferred compensation arrangements. Total compensation for network executives is approved annually by the network's Board of directors. The recommended compensation is established through a multi-faceted approach including use of an independent consultant engaged on an ongoing basis by the Board of DIRECTORS and who works directly with the Executive Compensation Committee of the board. Also included is the review of forms 990 and compensation surveys of other comparable healthcare organizations. Bonus/Incentive The at-risk compensation is approved by the Executive Compensation Committee of the board and is based on several qualitative and quantitative components, including Joint Commission, Pennsylvania Department of Health and Pennsylvania Trauma Systems Foundation accreditations, evidence-based hospital process of care measures, outcome measures, such as patient satisfaction, mortality rate, and length of stay; efficiency measures as demonstrated by cost-per-adjusted discharge and net income. Other Reportable Compensation Other benefits include deferred compensation benefits that had accumulated over years of service and was reported and distributed in accordance with vesting requirements and Internal Revenue Service rules and regulations. Deferred Compensation: Deferred compensation represents retirement benefits earned during the reporting period, yet not recognized as compensation on the employee's 2010 form W-2. Nontaxable Benefits: Health and welfare benefits. Compensation Reported on prior 990 Total compensation reported on prior formS 990 represented recognition of deferred compensation benefits that had accumulated over years of service and was reported and distributed in accordance with vesting requirements and Internal Revenue Service rules and regulations. The amount was reported in Schedule J, column b(iii)-other compensation.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES AMOUNTS RELATING TO PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"). THE INDIVIDUALS HAVE SATISFIED BOTH THE AGE AND THE YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2010 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $304,446 AND JOSEPH C. MEROLA, M.D. $76,188. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN THE INDIVIDUAL'S 2010 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $263,387; THOMAS P. LICHTENWALNER, $54,913; ROBERT P. ZIMMEL, $50,945; CAROL A. KUPLEN, RN, MSN, $10,721 AND JOSEPH C. MEROLA, M.D., $42,206.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 6a The executive compensation package for the health network consists of both a fixed salary and additional at-risk compensation that is based on several qualitative and quantitative components. The components of the at-risk compensation plan includes JCAHO, Department of Health and Trauma Center accreditations, evidence based hospital process of care measures, outcome measures such as patient satisfaction, mortality rate, and length of stay, efficiency measures as demonstrated by cost per adjusted discharge and finally net income.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 7 THE FOLLOWING INDIVIDUALS RECEIVED AT-RISK COMPENSATION DURING CALENDAR YEAR 2010 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2010 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $184,327; JOEL D. FAGERSTROM, $77,320; THOMAS P. LICHTENWALNER, $68,042; JEFFREY A. JAHRE, M.D., $172,660; ROBERT E. MARTIN, $53,642; ROBERT P. ZIMMEL, $50,391; ROBERT L. WAX, ESQ., $39,637; CAROL A. KUPLEN, RN, MSN, $48,300; FRANK FORD, $44,968; JOSEPH C. MEROLA, M.D., $75,536 AND MARC A. GRANSON, $74,946. CERTAIN INDIVIDUALS INCLUDED IN THIS FORM 990 RECEIVED A VACATION SELL BACK AND/OR TERM PAY OUT DURING THE CALENDAR YEAR 2010. THIS AMOUNT WAS INCLUDED IN THEIR RESPECTIVE 2010 FORM W-2 AND INCLUDED IN SCHEDULE J, PART II, COLUMN B(III), WHERE APPLICABLE.
COMPENSATION INFORMATION SCHEDULE J, PART II; COLUMN F THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THIS AMOUNT WAS TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2010 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $304,446 AND JOSEPH C. MEROLA, M.D., $76,188. THESE AMOUNTS WERE REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number
23-1352213
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A LEHIGH COUNTY GENERAL PURPOSE AUTHORITY
 
23-1352213 5248055C8 02-21-2007 266,310,000 REFUND; ALLENTOWN & EQUIPMENT   X   X   X
B NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
 
23-1352213 66353RAA2 06-11-2008 145,000,000 ANDERSON; LAND & EQUIPMENT   X   X   X
C NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
 
23-1352213 66353RBF0 05-13-2010 24,415,000 REFUND; ANDERSON & EQUIPMENT   X   X   X
D NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
 
23-1352213 66353RAA1 05-13-2010 10,390,000 REFUND; ANDERSON & EQUIPMENT   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 266,310,000 175,000,000 24,415,000 10,390,000
4 Gross proceeds in reserve funds . . 9,597,959 17,338,879 2,363,712 1,005,897
5 Capitalized interest from proceeds. 6,241,731 9,130,300    
6 Proceeds in refunding escrow. . . . . 136,945,603   21,026,176 8,947,858
7 Issuance costs from proceeds . . . 2,663,140 2,053,609 455,665 193,912
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . . 120,616,807 146,175,468 3,158,279 1,344,032
11 Other spent proceeds . .        
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2011 2011 2011 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X   X X   X  
15 Were the bonds issued as part of an advance refunding issue? X   X   X   X  
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use?   X   X   X   X
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X   X   X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? .   X   X   X   X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 0 % 0 % 0 % 0 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . . X   X     X   X
2 Is the bond issue a variable rate issue? X     X   X   X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue? X     X   X   X
b Name of provider . BANK OF AMERICA
 
 
 
 
 
 
 
c Term of hedge . . 8.9      
d Was the hedge superintegrated? .   X            
e Was a hedge terminated? .   X            
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
 
 
 
 
 
 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? . X   X   X   X  
6 Did the bond issue qualify for an exception to rebate? . . .   X   X   X   X
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
TAX-EXEMPT BOND ISSUES SCHEDULE K, PART I; LINE (A) THE 2007 SERIES TAX-EXEMPT BOND ISSUANCE INCLUDED IN SCHEDULE K, PART I INCLUDES A CUSIP NUMBER IN ADDITION TO THE ONE DISCLOSED IN SCHEDULE K, PART I; LINE (A), COLUMN (C). THIS IS THE FOLLOWING: 5248055D6.
TAX-EXEMPT BOND ISSUES SCHEDULE K, PART I; LINE (B) THE 2008A SERIES TAX-EXEMPT BOND ISSUANCE INCLUDED IN SCHEDULE K, PART I INCLUDES CUSIP NUMBERS IN ADDITION TO THE ONE DISCLOSED IN SCHEDULE K, PART I; LINE (A), COLUMN (C). THESE ARE THE FOLLOWING: 66353RAB0; 66353RAC8; 66353RAD6; 66353RAE4; 66353RAF1; 66353RAG9; 66353RAH7 AND 66353RAJ3.
TAX-EXEMPT BOND ISSUES SCHEDULE K, PART I; LINE (C) THE 2010A SERIES TAX-EXEMPT BOND ISSUANCE INCLUDED IN SCHEDULE K, PART I INCLUDES CUSIP NUMBERS IN ADDITION TO THE ONE DISCLOSED IN SCHEDULE K, PART I; LINE (A), COLUMN (C). THESE ARE THE FOLLOWING: 66353RBD5; 66353RBE3; 66353RAK0; 66353RAL8; 66353RAM6; 66353RAN4; 66353RAP9; 66353RAQ7; 66353RAR5; 66353RAS3; 66353RAT1; 66353RAU8; 66353RAV6; 66353RAW4; 66353RAX2; 66353RAY0 AND 66353RAZ7.
TAX-EXEMPT BOND ISSUES SCHEDULE K, PART I; LINE (D) THE 2010B SERIES TAX-EXEMPT BOND ISSUANCE INCLUDED IN SCHEDULE K, PART I INCLUDES A CUSIP NUMBER IN ADDITION TO THE ONE DISCLOSED IN SCHEDULE K, PART I; LINE (A), COLUMN (C). THIS IS THE FOLLOWING: 66353RBB9.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) PARK AVE QUAKERTOWN LP DIRECTOR - WARNER 746,554 LEASE OF OFFICE SPACE   No
(2) STEVENS LEE DIRECTOR - WIEAND, JR. 118,749 LEGAL SERVICES   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part I
Types of Property
(a)
Check if applicable
(b)
Number of Contributions or items contributed
(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 2 57,701 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
NON-CASH CONTRIBUTIONS SCHEDULE M, PART I; QUESTION 32A THE ORGANIZATION UTILIZES THE SERVICES OF AN INDEPENDENT INVESTMENT MANAGEMENT FIRM TO SELL DONATED SECURITIES SHOULD ANY BE RECEIVED. THE ORGANIZATION PAYS FAIR MARKET VALUE RATES AND COMMISSIONS IN THESE INSTANCES.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Identifier Return Reference Explanation
COMMUNITY BENEFIT STATEMENT CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA, ("ST. LUKE'S HOSPITAL") IS COMPRISED OF TWO CAMPUSES IN LEHIGH COUNTY, PENNSYLVANIA: ONE IN BETHLEHEM AND THE OTHER IN ALLENTOWN. ST. LUKE'S HOSPITAL IS RECOGNIZED BY THE IRS AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, ST. LUKE'S HOSPITAL PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, ST. LUKE'S HOSPITAL OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. ST. LUKE'S HOSPITAL PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2. ST. LUKE'S HOSPITAL OPERATES AN ACTIVE EMERGENCY ROOM FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. ST. LUKE'S HOSPITAL MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF ST. LUKE'S HOSPITAL RESTS WITH ITS BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS OF ST. LUKE'S HEALTH NETWORK, INC. BOTH BOARDS ARE COMPRISED OF A MAJORITY OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. THE OPERATIONS OF ST. LUKE'S HOSPITAL, AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT THE USE AND CONTROL OF ST. LUKE'S HOSPITAL IS FOR THE BENEFIT OF THE PUBLIC AND THAT NO PART OF THE INCOME OR NET EARNINGS OF THE ORGANIZATION INURES TO THE BENEFIT OF ANY PRIVATE INDIVIDUAL NOR IS ANY PRIVATE INTEREST BEING SERVED OTHER THAN INCIDENTALLY. BETHLEHEM CAMPUS ---------------- ST. LUKE'S HOSPITAL - BETHLEHEM CAMPUS IS THE MAIN CAMPUS OF ST. LUKE'S HOSPITAL. THE 480-BED FACILITY OFFERS 82 MEDICAL SPECIALTIES. AREAS OF EXCEPTIONAL MEDICAL EXPERTISE INCLUDE: - LEVEL I ADULT TRAUMA CENTER: FULLY ACCREDITED BY PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION; MORE THAN 2,600 ANNUAL TRAUMA CASES; 1.75% MORTALITY RATE REPRESENTS TOP DECILE PERFORMANCE, SIGNIFICANTLY BETTER THAN PEER GROUP AS MEASURED BY NATIONAL TRAUMA DATA BANK OF THE AMERICAN COLLEGE OF SURGEONS; AERO-MEDICAL TRANSPORT SERVICES. - ONCOLOGY: FIRST AND ONLY CANCER PROGRAM IN PENNSYLVANIA TO RECEIVE AMERICAN COLLEGE OF SURGEONS' HIGHEST QUALITY RECOGNITION FOR THREE CONSECUTIVE YEARS; ONLY PENNSYLVANIA PROGRAM TO RECEIVE AWARD IN 2010; REGION'S ONLY FELLOWSHIP-TRAINED SURGICAL ONCOLOGISTS, MEDICAL ONCOLOGISTS, RADIATION ONCOLOGISTS; ADVANCED PROGRAMS FOR MELANOMA (INTERNALLY RECOGNIZED MELANOMA INVESTIGATOR), LUNG, BREAST, PROSTATE, GYNECOLOGIC AND GASTROINTESTINAL CANCERS AND TUMORS OF THE BRAIN AND SPINE. - CARDIOLOGY AND CARDIOVASCULAR SURGERY: MULTIPLE-YEAR RECIPIENT OF HIGHEST RATING FOR CARDIAC BYPASS SURGERY, REPRESENTS TOP DECILE PERFORMANCE ACHIEVED BY ONLY 10 PERCENT OF U.S. HOSPITALS (SOCIETY FOR THORACIC SURGERY); REGION'S FIRST ACCREDITED CHEST PAIN CENTER; REGION'S FIRST JOINT COMMISSION CERTIFIED HEART FAILURE PROGRAM ONE OF TWO CERTIFIED FOR STROKE PROGRAMS; COMPREHENSIVE SURGICAL SERVICES EXCLUDING HEART TRANSPLANTS; ESTABLISHED ST. LUKE'S HEART VALVE CENTER AND ST. LUKE'S ATRIAL FIBRILLATION CENTER, OFFERING A MULTIDISCIPLINARY APPROACH TO DIAGNOSIS AND TREATMENT OPTIONS. - NEUROSCIENCE: ACCREDITED STROKE CENTER (ALLENTOWN/BETHLEHEM); ADDITIONAL CENTERS OF EXCELLENCE INCLUDE: BALANCE CENTER, HEADACHE CENTER, MEMORY DISORDERS CENTER, MOVEMENT DISORDERS CENTER, MULTIPLE SCLEROSIS CENTER, SLEEP DISORDERS CENTER. -ORTHOPAEDICS: ADVANCED EXPERTISE IN TOTAL JOINT REPLACEMENT AND RECONSTRUCTION, COMPUTER-ASSISTED MINIMALLY INVASIVE SURGERY, PRIMARY AND RECONSTRUCTIVE SURGERY OF THE SPINE, SPORTS INJURIES, DISEASES AND CONDITIONS OF THE HAND AND ELBOW, TRAUMATIC INJURIES. - RADIOLOGY/INTERVENTIONAL SERVICES: ONE OF SELECT GROUP OF INTERNATIONAL PRODUCT AND TRAINING SHOW SITES FOR GE HEALTHCARE; FIRST HOSPITAL IN PENNSYLVANIA TO EARN AMERICAN COLLEGE OF RADIOLOGY RECOGNITION IN CARDIAC MRI; REGIONAL BREAST CENTER PROVIDES DIAGNOSTIC MAMMOGRAMS AND HIGHER-LEVEL BREAST IMAGING. - WOMEN'S/CHILDREN'S HEALTH: HIGH-RISK PREGNANCY; THE REGION'S MOST UTILIZED OBSTETRICAL SERVICE (ALLENTOWN/BETHLEHEM); TWO NEONATAL INTENSIVE CARE UNITS (ALLENTOWN/BETHLEHEM); PEDIATRIC SPECIALTY CARE PROVIDED BY ST. CHRISTOPHER'S HOSPITAL FOR CHILDREN. - ROBOTIC/MINIMALLY INVASIVE SURGERY: ONE OF THE NATION'S MOST EXPERIENCED ROBOTIC SURGICAL TEAMS; ST. LUKE'S HOSPITAL IS THE FIRST IN THE NATION TO OFFER PATIENTS "SURGICAL GUARANTEES." THIS UNIQUE PROGRAM IS PROVIDED FOR ROBOTIC PROSTATECTOMY AND MINIMALLY INVASIVE SURGERY FOR PELVIC PROLAPSE. ALLENTOWN CAMPUS ST. LUKE'S HOSPITAL - ALLENTOWN CAMPUS WAS FOUNDED IN 1945 AS THE ALLENTOWN OSTEOPATHIC MEDICAL CENTER AND IS LOCATED IN THE WEST END OF THE CITY OF ALLENTOWN. IN 1997, THE MEDICAL CENTER ENTERED INTO A MERGER WITH ST. LUKE'S. SINCE JOINING ST. LUKE'S, THE ALLENTOWN CAMPUS HAS EXPERIENCED A 99% INCREASE IN ADMISSIONS. A FIVE-STORY ADDITION, OPENED IN JUNE, 2003, INCLUDED A 10,000-SQUARE-FOOT EMERGENCY DEPARTMENT EXPANSION, FIVE STATE-OF-THE-ART OPERATING ROOM SUITES, SOME OF THE MOST ADVANCED IMAGING TECHNOLOGY FROM GE HEALTHCARE, THE ADDITION OF A 10-BED INTENSIVE CARE UNIT AND VARIOUS SUPPORT DEPARTMENTS. IN JANUARY 2007, ST. LUKE'S NATIONALLY-RECOGNIZED CARDIOVASCULAR PROGRAM WAS INTRODUCED AT THE CAMPUS. THE COMPREHENSIVE PROGRAM INCLUDES EMERGENCY CARE FOR HEART ATTACKS, PROVIDED 24 HOURS-A-DAY, SEVEN DAYS-A-WEEK; CARDIAC TESTING; CARDIAC CATHETERIZATION ELECTROPHYSIOLOGY STUDIES AND PROCEDURES AND OPEN HEART SURGERY BY SOME OF THE MOST EXPERIENCED PHYSICIANS IN THE REGION. THE HOSPITAL'S BARIATRIC SURGERY PROGRAM HAS BEEN DESIGNATED A CENTER OF EXCELLENCE BY THE AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY AND SURGICAL REVIEW CORPORATION. IN AUGUST 2007, ST. LUKE'S OPENED AN OUTPATIENT CANCER CENTER AT THE INTEGRATED HEALTH CAMPUS IN SOUTH WHITEHALL TOWNSHIP, ADJACENT TO ALLENTOWN. THE CENTER PROVIDES A VERY COMFORTABLE, INVITING ENVIRONMENT WHERE PATIENTS FROM THE ALLENTOWN COMMUNITY CAN RECEIVE HIGH QUALITY, COMPASSIONATE, COMPREHENSIVE AND COORDINATED OUTPATIENT CANCER CARE UNDER ONE ROOF. MORE RECENTLY, THE HOSPITAL DOUBLED ITS SIZE AND THE SIZE OF THE EMERGENCY DEPARTMENT IN SEPTEMBER, 2008. THE RENOVATION ADDED SIX NEW ICU BEDS FOR CRITICAL CARE PATIENTS, 22 NEW MEDICAL/SURGICAL BEDS, TWO CARDIAC CATHETERIZATION LABORATORIES, A 680-FOOT OPEN HEART OPERATING ROOM SUITE AND A POST ANESTHESIA UNIT (SURGICAL RECOVERY AREA). THE NEW BEGINNINGS BIRTHING CENTER UNDERWENT A SIGNIFICANT RENOVATION AND EXPANSION IN THE SUMMER OF 2009. FIFTEEN PRIVATE POST PARTUM ROOMS WERE ADDED TO ACCOMMODATE THE NEARLY 1,600 BIRTHS ANTICIPATED THIS YEAR. IN EARLY SPRING, 2010 A NEW MEDICAL UNIT WAS OPENED, AS WELL AS A NEW WOUND MANAGEMENT CENTER WITH TWO NEW HYPERBARIC CHAMBERS, AND IN EARLY APRIL, A HOMESTAR RETAIL PHARMACY FILLED PRESCRIPTIONS FOR PATIENTS, VISITORS AND EMPLOYEES. ST. LUKE'S HAS ADDED OUTPATIENT FACILITIES IN CLOSE PROXIMITY TO THE ALLENTOWN CAMPUS TO MEET THE COMMUNITY'S HEALTHCARE NEEDS. THESE INCLUDE, ST. LUKE'S FAMILY HEALTH CENTER, A WOMEN'S HEALTH CENTER, ST. LUKE'S PERINATAL CENTER AND ST. LUKE'S WOMEN'S IMAGING CENTER.
COMMUNITY BENEFIT STATEMENT CONTINUED CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS BACKGROUND AND STATISTICAL INFORMATION ====================================== ST. LUKE'S WAS ORIGINALLY FOUNDED IN 1872 TO CARE FOR THE WORKERS AT THE STEEL FOUNDRIES IN BETHLEHEM. TODAY, ST. LUKE'S HAS GROWN INTO ONE OF THE STATE'S LARGEST INTEGRATED HEALTHCARE NETWORKS. ST. LUKE'S PROVIDES SERVICES AT MORE THAN 150 LOCATIONS WHICH INCLUDES FOUR HOSPITAL SITES, WITH A FIFTH SCHEDULED TO OPEN IN NOVEMBER, 2011. ST. LUKE'S INCLUDES MORE THAN 80 OWNED PHYSICIAN-PRACTICE SITES, 300 EMPLOYED PRIMARY CARE/SPECIALIST PHYSICIANS, VARIOUS OUTPATIENT TESTING AND SERVICE FACILITIES, HOME HEALTH, HOSPICE SERVICES AND OTHER RELATED ORGANIZATIONS. IT IS THE LARGEST AMBULANCE PROVIDER IN BUCKS COUNTY AND THE SECOND LARGEST IN LEHIGH COUNTY. ST. LUKE'S PROVIDES TREATMENT AND SERVICES TO APPROXIMATELY 45,250 ADMISSIONS AND 150,000 EMERGENCY ROOM PATIENTS. THE STAFF INCLUDES 1,266 PHYSICIANS WITH 96% OF THEM BOARD CERTIFIED, MORE THAN 7,000 EMPLOYEES AND MORE THAN 1,200 VOLUNTEERS, MAKING ST. LUKE'S THE REGION'S SECOND LARGEST EMPLOYER. AWARDS AND HONORS ----------------- ST. LUKE'S COMMITMENT TO QUALITY AND SERVICE HAS RESULTED IN MANY AWARDS AND RECOGNITIONS FOR THE NETWORK AND ITS VARIOUS ENTITIES. THESE INCLUDE, BUT ARE NOT LIMITED, TO: - RECEIVED FOUR HAP ACHIEVEMENT AWARDS (2010), MOST EVER BY ONE ORGANIZATION IN A SINGLE YEAR; RECEIVED ONE AWARD IN 2011 FOR CENTRAL LINE INFECTION PREVENTION PROGRAM. - REPEATEDLY NAMED ONE OF AMERICA'S BEST HOSPITALS BY U.S. NEWS & WORLD REPORT FOR OPEN HEART SURGERY, DIGESTIVE DISORDERS AND EAR, NOSE AND THROAT DISORDERS. - ONLY HOSPITAL IN THE REGION EVER NAMED ONE OF THE NATION'S 100 TOP HOSPITALS; ST. LUKE'S HONORED TWICE. - MOST EXPERIENCED ROBOTIC SURGERY TEAM IN PENNSYLVANIA. - FIRST IN THE NATION TO OFFER PATIENTS "SURGICAL GUARANTEES" - ROBOTIC PROSTATECTOMY AND MINIMALLY INVASIVE RECONSTRUCTIVE SURGERY FOR PELVIC PROLAPSE. - REPEATEDLY EARNED HIGHEST OVERALL OPEN-HEART SURGERY QUALITY RATING FROM SOCIETY OF THORACIC SURGEONS, REPRESENTS TOP DECILE PERFORMANCE (MORTALITY, LENGTH OF STAY, COMPLICATIONS AND EVIDENCE-BASED CARE); ONLY 10 PERCENT OF U.S. HOSPITALS ACHIEVE THIS DISTINCTION. - FULLY ACCREDITED: ADULT LEVEL I TRAUMA CENTER, STROKE CENTER (ALLENTOWN/BETHLEHEM) AND CARDIAC MRI (BETHLEHEM). - FOR THE SIXTH CONSECUTIVE YEAR, ST. LUKE'S HOSPITAL (BETHLEHEM) AWARDED U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES' MEDAL OF HONOR FOR ORGAN DONATION WITH MORE THAN 75 PERCENT OF ELIGIBLE PATIENTS DONATING ORGANS. - FIFTY-THREE ST. LUKE'S PRIMARY CARE PROVIDERS, THE MOST OF ANY PENNSYLVANIA HOSPITAL, RECEIVED RECOGNITION FROM THE NATIONAL COMMITTEE OF QUALITY ASSURANCE FOR THEIR EXCELLENT CARE OF DIABETIC PATIENTS. ADDITIONALLY, ST. LUKE'S DIABETIC EDUCATION CENTER WAS ACCREDITED BY THE AMERICAN ASSOCIATION FOR DIABETES EDUCATION. - ST. LUKE'S SPINE & PAIN CENTER RECEIVED THE PURDUE PARTNERS AGAINST PAIN AWARD FOR 2010, THE ONLY PROGRAM IN THE UNITED STATES RECOGNIZED. - ACHIEVED TOP PERFORMANCE AWARD IN THE PREMIER QUEST NATIONAL PAY-FOR-PERFORMANCE PROGRAM (ALLENTOWN, BETHLEHEM, QUAKERTOWN). - FDA RECOGNIZED ST. LUKE'S HOSPITAL FOR ITS OUTSTANDING CONTRIBUTION IN PROMOTING PATIENT SAFETY AFTER ST. LUKE'S PROACTIVELY FILED A REPORT CALLING ATTENTION TO AN UNSAFE BREAST BIOPSY NEEDLE, RESULTING IN CORRECTIVE ACTION BY THE MANUFACTURER. - ST. LUKE'S ALLENTOWN/BETHLEHEM RECEIVED JOINT COMMISSION'S DISEASE SPECIFIC CARE CERTIFICATION FOR HEART FAILURE AND STROKE; ONLY HOSPITAL IN LEHIGH VALLEY CERTIFIED FOR HEART FAILURE AND ONE OF TWO CERTIFIED FOR STROKE (OCTOBER 2009). - ST. LUKE'S ALLENTOWN DESIGNATED CENTER OF EXCELLENCE BY AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY AND SURGICAL REVIEW CORPORATION. - CANCER CENTER REPEATEDLY AWARDED OUTSTANDING ACHIEVEMENT AWARD, HIGHEST AWARD GIVEN BY AMERICAN COLLEGE OF SURGEONS. - 10TH CONSECUTIVE YEAR AS REGION'S MOST UTILIZED OB PROGRAM (ALLENTOWN/BETHLEHEM). - ST. LUKE'S ALLENTOWN/BETHLEHEM RECEIVED THE INEZ AND EDWARD DONNELLY AWARD FOR CHILDREN'S ADVOCACY IN 2010 BY COMMUNITY SERVICES FOR CHILDREN IN RECOGNITION OF ST. LUKE'S KIDSCARE CENTERS AND SCHOOL-BASED PROGRAMS. THE HONOR RECOGNIZED ST. LUKE'S "FOR ITS CARE AND COMPASSION FOR CHILDREN FROM LOW-INCOME FAMILIES". - ST. LUKE'S QUAKERTOWN HOSPITAL RECEIVED THE 2010 DISTINGUISHED COMMUNITY SERVICE AWARD FROM THE BOY SCOUTS BUCKS COUNTY COUNCIL FOR LEADERSHIP, COMMITMENT AND CONTRIBUTIONS TO THE COMMUNITY AND IN RECOGNITION OF THE HOSPITAL'S SIGNIFICANT ACHIEVEMENTS AS A ROLE MODEL FOR THE 13,000 YOUNG MEN AND WOMEN SERVED THROUGH SCOUTING AND LEARNING FOR LIFE PROGRAMS IN BUCKS COUNTY, PENNSYLVANIA. AFFILIATION WITH TEMPLE UNIVERSITY SCHOOL OF MEDICINE ----------------------------------------------------- ST. LUKE'S AND TEMPLE UNIVERSITY SCHOOL OF MEDICINE HAVE DEVELOPED THE MEDICAL SCHOOL OF TEMPLE UNIVERSITY/ST. LUKE'S HOSPITAL & HEALTH NETWORK, THE FIRST AND ONLY MEDICAL SCHOOL CAMPUS IN THE GREATER LEHIGH VALLEY. ENROLLED STUDENTS COMPLETE THE FIRST YEAR AT TEMPLE, FOLLOWED BY YEARS TWO, THREE AND FOUR AT ST. LUKE'S HOSPITAL IN BETHLEHEM. THE INAUGURAL CLASS BEGINS AUGUST, 2011. THE COURSES AND COMPETENCIES OF THIS PROGRAM ARE IDENTICAL TO THE REQUIREMENTS FOR STUDENTS TRAINING THE FULL FOUR YEARS AT THE TEMPLE CAMPUS IN PHILADELPHIA. STUDENTS APPLYING TO THE PROGRAM ARE INTERVIEWED AT ST. LUKE'S BY ST. LUKE'S PHYSICIANS, WHO ARE FACULTY MEMBERS OF THE TEMPLE UNIVERSITY SCHOOL OF MEDICINE ADMISSIONS COMMITTEE. INTRODUCTION TO CLINICAL MEDICINE, INTERPERSONAL AND COMMUNICATION SKILLS, PROFESSIONALISM, MULTICULTURALISM, SOCIOECONOMIC AND SOCIAL AND ETHICAL ISSUES ARE TAUGHT THROUGHOUT THE FOUR YEARS AS PART OF THE DOCTORING COURSE. ST. LUKE'S PHYSICIANS, WHO ARE TEMPLE UNIVERSITY SCHOOL OF MEDICINE FACULTY, WILL TEACH THE FIRST YEAR DOCTORING COURSE IN PHILADELPHIA TO THE TEMPLE/ST. LUKE'S STUDENTS. ST. LUKE'S IS ALSO A COMPREHENSIVE CLINICAL TEACHING CAMPUS FOR THE SCHOOL OF MEDICINE, TEMPLE UNIVERSITY. THIRD AND FOURTH YEAR MEDICAL STUDENTS ENROLLED AT TEMPLE MAY COMPLETE THEIR CLINICAL ROTATIONS AT ST. LUKE'S HOSPITAL. GRADUATE MEDICAL EDUCATION AND OTHER EDUCATION PROGRAMS ------------------------------------------------------- ST. LUKE'S HAS A LONG HISTORY OF INVOLVEMENT IN MEDICAL EDUCATION, ESPECIALLY GRADUATE MEDICAL EDUCATION. ST. LUKE'S IS DEDICATED TO QUALITY MEDICAL EDUCATION COUPLED WITH COMPASSIONATE PATIENT-CENTERED, TECHNOLOGICALLY SOPHISTICATED CARE. THE GOAL OF ST. LUKE'S GRADUATE MEDICAL EDUCATION PROGRAM IS TO TRAIN YOUNG PHYSICIANS WHO WILL HAVE THE KNOWLEDGE AND SKILLS TO ENTER PRIVATE PRACTICE AND/OR GO INTO FELLOWSHIPS FOR FURTHER TRAINING. EACH YEAR, MORE THAN 150 RESIDENTS/FELLOWS TRAIN AT ST. LUKE'S 20 FULLY ACCREDITED FELLOW/RESIDENT/INTERN PROGRAMS, WHICH IS ONE OF ONLY 400 MEMBERS OF THE PRESTIGIOUS COUNCIL OF TEACHING HOSPITALS OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES. MEDICAL EDUCATION PROGRAMS ARE CONDUCTED AT ALL HOSPITALS, BUT PRIMARILY TAKES PLACE AT THE BETHLEHEM AND ALLENTOWN CAMPUSES. ST. LUKE'S INTERNSHIP, RESIDENCY AND FELLOWSHIP PROGRAMS INCLUDE: DENTAL, TRAUMA CRITICAL CARE, EMERGENCY MEDICINE, FAMILY MEDICINE, GENERAL SURGERY, GERIATRICS, HOSPICE AND PALLIATIVE CARE, INTERNAL MEDICINE, OBSTETRICS/GYNECOLOGY, ORTHOPAEDIC SURGERY, SPORTS MEDICINE, PODIATRY AND CARDIOLOGY.
COMMUNITY BENEFIT STATEMENT CONTINUED CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS ST. LUKE'S SCHOOL OF NURSING ---------------------------- ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA WAS THE FOURTH HOSPITAL IN THE COUNTRY TO OPERATE A SCHOOL FOR NURSES. TODAY, ST. LUKE'S SCHOOL OF NURSING IS THE NATION'S OLDEST HOSPITAL-BASED, DIPLOMA SCHOOL IN CONTINUOUS OPERATION. MORE THAN 4,000 NURSING STUDENTS HAVE SUCCESSFULLY COMPLETED THE PROGRAM. THE SCHOOL BECAME A REALITY IN 1884 WHEN DR. WILLIAM ESTES APPOINTED MISS M. J. MERRITT FROM BELLEVUE HOSPITAL, NEW YORK, AS PRINCIPAL OF THE NURSING SCHOOL. NINE STUDENTS FORMED THE FIRST CLASS. THE REPUTATION OF THE SCHOOL FLOURISHED DURING THE 1920S AND 30S. DURING WORLD WAR II, ST. LUKE'S SCHOOL OF NURSING WAS APPROVED FOR THE CADET NURSE CORPS PROGRAM. IN 1962, THE SCHOOL WAS AWARDED FULL ACCREDITATION FROM THE NATIONAL LEAGUE FOR NURSING. BEGINNING IN 1969, COLLEGE CREDITS WERE ADDED TO THE CURRICULUM. TODAY, THESE COLLEGE CREDITS IN SCIENCE AND LIBERAL ARTS ARE PREREQUISITES TO ENTERING THE NURSING PROGRAM. THE SCHOOL OF NURSING IS APPROVED BY THE PENNSYLVANIA STATE BOARD OF NURSING AND WAS FULLY REACCREDITED IN 1997 BY THE NATIONAL LEAGUE FOR NURSING, ACCREDITING COMMISSION. ST. LUKE'S SCHOOL OF NURSING IS COMMITTED TO PROVIDING EVERY OPPORTUNITY FOR STUDENTS TO GROW AND DEVELOP PERSONALLY AND PROFESSIONALLY THROUGHOUT THEIR STUDENT NURSING EXPERIENCE. STUDENTS HAVE THE OPPORTUNITY TO BECOME INVOLVED IN PROFESSIONAL ORGANIZATIONS AND PARTICIPATE ON FACULTY TEAMS. THE FACULTY BELIEVES THE DEVELOPMENT OF STUDENTS' LEADERSHIP POTENTIAL IS IMPORTANT TO NURSING AND THE COMMUNITY. ST. LUKE'S ALSO OFFERS UNDERGRADUATE AND THREE GRADUATE NURSING DEGREES IN PARTNERSHIP WITH MORAVIAN COLLEGE IN BETHLEHEM. COMMUNITY SUPPORT ----------------- IN KEEPING WITH ITS COMMITMENT TO THE COMMUNITIES IT SERVES, ST. LUKE'S HOSPITAL OFFERS A VARIETY OF FREE SERVICES/SCREENINGS FOR COMMUNITY-RUN EVENTS THROUGHOUT THE YEAR. SERVICES OFFERED INCLUDE: -IN 1996, ST. LUKE'S BOARD OF DIRECTORS CREATED THE BETHLEHEM PARTNERSHIP FOR A HEALTHY COMMUNITY, A NATIONAL ROLE MODEL FOR COLLABORATION AMONG COMMUNITY ORGANIZATIONS TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY. ST. LUKE'S PROVIDES THE MEDICAL AND ADMINISTRATIVE LEADERSHIP AND $110,980 IN ANNUAL FUNDING. SERVICES ARE PROVIDED PRIMARILY TO AT-RISK AND UNDERSERVED CHILDREN AND ADULTS THROUGH ST. LUKE'S FOUR MOBILE HEALTH/DENTAL VANS AND AT VARIOUS COMMUNITY HEALTH CENTERS. MAJOR INITIATIVES INCLUDE: DENTAL AND MEDICAL CARE, VISION CARE, ASTHMA CARE. IN ADDITION TO PARTNERSHIP ACTIVITIES, ST. LUKE'S ALSO PROVIDED $3,411,681 IN COMMUNITY HEALTH SERVICES AT VARIOUS NEIGHBORHOOD CLINICS, SCHOOLS AND IN SERVICES AT ITS HIV/AIDS CENTER. - WELLNESS FAIRS AND HEALTH SCREENINGS : ST. LUKE'S OFFERS A FULL RANGE OF FREE HEALTH SCREENINGS, IMMUNIZATIONS, EDUCATIONAL PROGRAMS, HEALTH FAIRS, FIRST AID SERVICES, TOURS OF HOSPITAL FACILITIES AND NUMEROUS OTHER PROGRAMS. ST. LUKE'S EMPLOYEES ALSO SPONSOR AN ANNUAL CHILDREN'S WINTER COAT DRIVE, PURCHASING NEW COATS AND OTHER ARTICLES OF CLOTHING FOR MORE THAN 150 CHILDREN IN NEED. - HIV PREVENTION EDUCATION: ST. LUKE'S PROVIDED PREVENTION EDUCATION THROUGH ITS AIDS SERVICE CENTER TO 5,373 INDIVIDUALS, HIV TESTING AND COUNSELING TO 240 INDIVIDUALS AND INTENSIVE ONE-ON-ONE RISK REDUCTION TO 143 HIV-POSITIVE INDIVIDUALS. CASE MANAGEMENT AND SUPPORTIVE SERVICES WERE PROVIDED TO 24 CLIENTS ACCOUNTING FOR 6,587 VISITS THROUGHOUT THE YEAR. - READING ROCKS! : ST. LUKE'S FORMED A PARTNERSHIP WITH LEHIGH UNIVERSITY IN 2009 TO IMPLEMENT A READING SUPPLEMENTAL/MENTORING PROGRAM TO PROMOTE LITERACY FOR AT-RISK STUDENTS AT DONEGAN ELEMENTARY SCHOOL IN SOUTH BETHLEHEM. PROGRAM HIGHLIGHTS IN FISCAL YEAR 2011 INDICATE THAT MORE THAN 120 STUDENTS PARTICIPATED AND MORE THAN 70 LEHIGH UNIVERSITY ATHLETES VOLUNTEERED THEIR TIME TO MENTOR THE STUDENTS. THERE WAS COLLECTION AND DISTRIBUTION OF MORE THAN 13,000 BOOKS. APPROXIMATELY 50 PERCENT OF DONEGAN STUDENTS IMPROVED BY AT LEAST ONE READING LEVEL DURING THE YEAR AND 72 PERCENT OF FIRST AND SECOND GRADERS IMPROVED THEIR READING LEVELS. DONEGAN STUDENTS MADE THE LARGEST ACADEMIC GAINS FROM 2007-2010 IN LEHIGH VALLEY ACCORDING TO THE PENNSYLVANIA VALUE-ADDED ASSESSMENT SYSTEM THAT MEASURES INDIVIDUAL STUDENT SCORES IN MATH AND READING FROM YEAR TO YEAR. - ADOLESCENT CAREER MENTORING PROGRAM : THE GOAL IS TO CREATE A LONG-TERM IMPACT BOTH FOR LOW-INCOME YOUTH AND THE GENERAL MINORITY COMMUNITY BY INCREASING DIVERSITY OF THE WORKFORCE PROVIDING HEALTHCARE. THE SCHOOL-TO-WORK PROGRAM EXPOSES AT-RISK YOUTH TO CAREER OPTIONS WHILE STRENGTHENING LANGUAGE SKILLS; 23 HOSPITAL DEPARTMENTS PARTICIPATE IN THIS PROGRAM PROVIDING OBSERVATIONAL EXPERIENCES FOR THE YOU TO EXPLORE POTENTIAL CAREERS WHILE PRACTICING THEIR ENGLISH. - MINORITY INFLUENZA AND PNEUMOCOCCAL IMMUNIZATION CAMPAIGN - 12 IMMUNIZATION CLINICS WERE HELD AT COMMUNITY SITS; 518 INFLUENZA VACCINES AND SEVEN PNEUMOCOCCAL VACCINES WERE ADMINISTERED, A 30 PERCENT INCREASE IN THE NUMBER OF INFLUENZA VACCINES ADMINISTERED IN THE PREVIOUS YEAR. - TOBACCO CESSATION PROGRAM : 217 LOW-INCOME INDIVIDUALS ENROLLED IN THE PROGRAM AND 203 COMPLETED THE PROGRAM, WITH 17 PERCENT REPORTING ACHIEVING AND MAINTAINING CESSATION AT THE END OF THE PROGRAM. CESSATION COUNSELING IS ALSO PROVIDED TO AT-RISK YOUTH; 9 PERCENT OF ADOLESCENTS WHO RECEIVED SERVICES WERE IDENTIFIED AS CURRENT SMOKERS, A 31 PERCENT DECREASE FROM THE PREVIOUS YEAR. - TOLL-FREE HEALTH INFORMATION TELEPHONE NUMBER : MORE THAN 40,000 CALLERS ANNUALLY ARE ASSISTED WITH A RANGE OF SERVICES INCLUDING REGISTRATION FOR FREE COMMUNITY HEALTH PROGRAMS, SCREENINGS AND OTHER HEALTH SERVICES, REFERRALS TO PHYSICIANS AND INFORMATION ON ST. LUKE'S CHARITY CARE PROGRAM. - TELEVISION PROGRAM : ST. LUKE'S HOSPITAL PRODUCES A LIVE, CALL-IN WEEKLY TELEVISION PROGRAM THAT HIGHLIGHTS VARIOUS HEALTHCARE TOPICS AND REACHES MORE THAN 200,000 VIEWERS EACH WEEK AT AN ANNUAL COST OF $104,851. ST. LUKE'S PHYSICIANS AND OTHER HEALTHCARE PROVIDERS SUPPLY INFORMATION ON HEALTHY LIVING, HEALTH SCREENINGS, ADVANCES IN HEALTHCARE TREATMENT AND TECHNOLOGY AND RELATED TOPICS. - ADDITIONAL HIGHLIGHTS OF FISCAL YEAR 2011 COMMUNITY OUTREACH PROGRAMS PROVIDED INCLUDE: 110 CPR/FIRST AID CLASSES FOR 2,441 PEOPLE; HEART DISEASE CANCER , NUTRITION/WEIGHT MANAGEMENT AND OTHER GENERAL MEDICAL INFORMATION EVENTS ATTENDED BY 10,834 INDIVIDUALS; SPONSORSHIP AND LEADERSHIP FOR SEVEN MEDICAL SUPPORT GROUPS; 10 HEALTH FAIRS FOR 5,469 PEOPLE; PROVISION OF TRANSPORTATION FOR HEALTH CARE SERVICES AT AN ANNUAL COST OF $186,880; CASH DONATIONS TO NOT-FOR-PROFIT COMMUNITY ORGANIZATIONS, $54,394.
OTHER PROGRAM SERVICES CORE FORM, PART III; QUESTION 4D EXPENSES INCURRED IN PROVIDING VARIOUS OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 ST. LUKE'S HEALTH NETWORK, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. ST. LUKE'S HEALTH NETWORK, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 11b THE ORGANIZATION IS AN AFFILIATE IN THE ST. LUKE'S HOSPITAL & HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE PARENT ENTITY OF THE NETWORK. THE ORGANIZATION'S FEDERAL FORM 990 WAS MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY (ITS BOARD OF DIRECTORS) PRIOR TO THE FILING WITH THE IRS. IN ADDITION THE ST. LUKE'S HOSPITAL & HEALTH NETWORK FINANCE COMMITTEE ALSO PERFORMED A DETAILED REVIEW OF THE FEDERAL FORM 990 PRIOR TO MAKING IT AVAILABLE TO EACH VOTING MEMBER OF ITS BOARD OF DIRECTORS. ST. LUKE'S HEALTH NETWORK, INC. BOARD OF DIRECTORS HAS DELEGATED TO THE FINANCE COMMITTEE THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION AND FILING PROCESS FOR THE TAX-EXEMPT AFFILIATES OF THE NETWORK. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S VICE PRESIDENT FINANCE AND SENIOR VICE PRESIDENT FINANCE AND VARIOUS OTHER INDIVIDUALS OF THE NETWORK TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S INTERNAL WORKING GROUP, INCLUDING, BUT NOT LIMITED TO, THOSE INDIVIDUALS OUTLINED ABOVE, FOR THEIR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP AND OTHER INDIVIDUALS REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S INTERNAL WORKING GROUP AND VARIOUS OTHER INDIVIDUALS FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO THE MEMBERS OF THE ST. LUKE'S HEALTH NETWORK, INC. FINANCE COMMITTEE. FOLLOWING THE FINANCE COMMITTEE'S REVIEW THE FINAL FEDERAL FORM 990 WAS MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO THE FILING WITH THE IRS.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THAT POLICY. THE POLICY REQUIRES THAT A CONFLICT OF INTEREST DISCLOSURE FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY. THE NETWORK'S CORPORATE COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT/GENERAL COUNSEL ASSUME RESPONSIBILITY FOR THE COMPLETION OF THE CONFLICT OF INTEREST QUESTIONNAIRES AND ENFORCEMENT WITH THE POLICY. IF A DIRECTOR DISCLOSES AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THE DIRECTOR'S POTENTIAL CONFLICT MAY BE DISCLOSED TO THE BOARD OF DIRECTORS, WHICH EVALUATES THE CONFLICT AND ITS POTENTIAL IMPACT ON THE DIRECTOR'S PARTICIPATION ON THE BOARD. AFTER CONSULTATION AND DISCUSSION, THE BOARD OF DIRECTORS MAY TAKE ACTION, IF APPROPRIATE AND NECESSARY, TO ADDRESS ANY SUCH CONFLICT IN A MANNER CONSISTENT WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 15 Compensation Review Executive compensation for the health network consists of fixed salary, at-risk compensation and other deferred compensation arrangements. Total compensation for network executives is approved annually by the network's Board of directors. The recommended compensation is established through a multi-faceted approach including use of an independent consultant engaged on an ongoing basis by the Board of DIRECTORS and who works directly with the Executive Compensation Committee of the board. Also included is the review of forms 990 and compensation surveys of other comparable healthcare organizations. Please refer to the schedule J, part III response to Schedule J, Part I, Question 3 for a more detailed description.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION C; QUESTION 19 ST. LUKE'S HOSPITAL & HEALTH NETWORK, WHICH IS THE PARENT ENTITY OF THIS AFFILIATE, HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA SECRETARY OF STATE.
COMPENSATION INFORMATION DISCLOSURE CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THIS ORGANIZATION AND RELATED ORGANIZATIONS AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF DIRECTORS.
INDEPENDENT CONTRACTORS INFORMATION DISCLOSURE CORE FORM, PART VII, SECTION B This organization is an affiliate within the St. Luke's Hospital & Health Network; a tax-exempt integrated healthcare delivery NETWORK. This organization pays all outstanding accounts payable invoices on behalf of many other affiliates within the St. Luke's Hospital & Health Network. In conjunction with this service, this organization also prepares and issues Forms 1099 to these vendors receiving payments where applicable and also files these Forms 1099 with the Internal Revenue Service. This organization allocates these payments to the other affiliates within the St. Luke's Hospital & Health Network via an intercompany account.
FORM 990 RESTATEMENT CORE FORM IN LIEU OF FILING AN AMENDED FORM 990 FOR THE YEAR ENDED JUNE 30, 2010, THE BEGINNING BALANCES ON THE PART I SUMMARY FOR REVENUE AND EXPENSES AND THE BALANCE SHEET WERE ADJUSTED TO ACCURATELY REFLECT THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2011. THESE RECLASSIFICATIONS PROVIDE A MORE ACCURATE COMPARISON BETWEEN THE TWO YEARS.
OTHER CHANGES IN NET ASSETS CORE FORM, PART XI; QUESTION 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASES OF PROPERTY AND EQUIPMENT; $6,330,042; - NET UNREALIZED GAINS ON INVESTMENTS; $29,529,898; - CHANGE IN FAIR MARKET VALUE OF 2007 DERIVATIVE; $9,127,758; - CHANGE IN ADDITIONAL PENSION LIABILITY; $25,525,536; - CUMULATIVE NET EFFECT OF CHANGE IN ACCOUNTING PRINCIPLES; ($72,643); - Extraordinary Gain on Sale of Ambulatory Surgery; $13,058,999; - TRANSFER BETWEEN ENTITIES; $2,550,671; - PLEDGES RECEIVED - TEMPORARILY RESTRICTED; ($1,321,609); - NEW PLEDGES - TEMPORARILY RESTRICTED; $2,540,064; - NET UNREALIZED LOSSES ON INVESTMENTS - TEMPORARILY RESTRICTED; ($15,254); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASES OF PROPERTY AND EQUIPMENT - TEMPORARILY RESTRICTED; ($596,136); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS - TEMPORARILY RESTRICTED; ($1,197,773); - INCOME TRANSFERRED TO OPERATIONS - TEMPORARILY RESTRICTED; ($59,992); - ALLOWANCE FOR PLEDGES WRITTEN OFF AND ACTUAL WRITE-OFFS - TEMPORARILY RESTRICTED; ($124,175); - APPRECIATION TRANSFER FROM ENDOWMENT - TEMPORARILY RESTRICTED; $5,523,076; - INCOME TRANSFER FROM ENDOWMENT - TEMPORARILY RESTRICTED; $57,887; - NET UNREALIZED GAINS ON SALE OF INVESTMENTS - PERMANENTLY RESTRICTED; $6,730,480; - INCOME RELEASED AND TRANSFERRED TO GENERAL FUND FOR OPERATIONS - PERMANENTLY RESTRICTED; ($473,851); - APPRECIATION TRANSFER TO TEMPORARILY RESTRICTED - PERMANENTLY RESTRICTED; ($5,744,987) AND - INCOME TRANSFER TO TEMPORARILY RESTRICTED - PERMANENTLY RESTRICTED; ($57,887).
AUDITED FINANCIAL STATEMENTS CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN THE ST. LUKE'S HOSPITAL & HEALTH NETWORK ("NETWORK"), A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK'S PARENT ENTITY IS ST. LUKE'S HEALTH NETWORK, INC. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE TAXPAYER AND ALL AFFILIATES FOR THE YEARS ENDED JUNE 30, 2011 AND JUNE 30, 2010; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES BY ENTITY. AN UNQUALIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THE NETWORK'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE NETWORK'S CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR.
FINANCIAL STATEMENTS AND REPORTING CORE FORM, PART XII; QUESTION 3 THIS ORGANIZATION IS AN AFFILIATE IN THE ST. LUKE'S HOSPITAL & HEALTH NETWORK ("NETWORK"). THE NETWORK'S FINANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A NETWORK WIDE CONSOLIDATED A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE NETWORK WIDE A-133 AUDIT.
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID M LOBACH JR TITLE:CHAIRMAN - DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHARLES SAUNDERS MD TITLE:VICE CHAIRMAN - DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD A ANDERSON TITLE:DIRECTOR - PRESIDENT/CEO HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:REVEREND DR DOUGLAS W CALDWELL TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FAUST CAPOBIANCO TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHRISTINA CONNAR TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN M DALY MD TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES G GALLAGHER MD TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ALICE P GAST PHD TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAN S HELLER TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MRS GEORGE A HURD TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KOSTAS KALOGEROPOULOS TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUGLAS A MICHELS TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT A OSTER TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ARTHUR SCOTT PHD TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KENNETH R SMITH TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:REVEREND DR CHRISTOPHER M THOMFORDE TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANDREW F S WARNER TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DONALD E WIEAND JR TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOEL D FAGERSTROM TITLE:EXECUTIVE VICE PRESIDENT/COO HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS P LICHTENWALNER TITLE:SVP FINANCE/CFO HOURS:7
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JEFFREY A JAHRE MD TITLE:SVP MEDICAL & ACADEMIC AFFAIRS HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT E MARTIN TITLE:SVP PLANNING HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT P ZIMMEL TITLE:SVP HUMAN RESOURCES HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT L WAX ESQ TITLE:SVP & GENERAL COUNSEL HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CAROL A KUPLEN RN MSN TITLE:SVP & CHIEF NURSING OFFICER HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:FRANK FORD TITLE:PRESIDENT ALLENTOWN CAMPUS HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOSEPH C MEROLA MD TITLE:CHIEF OF OB/GYN HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARC A GRANSON MD TITLE:CHIEF OF SURGERY HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL D GROSSMAN MD TITLE:TRAUMA SURGEON HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM S HOFF MD TITLE:TRAUMA SURGEON HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRIAN A HOEY MD TITLE:TRAUMA SURGEON HOURS:
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
Employer identification number

23-1352213
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity









(1) CANCER IMMUNOTHERAPIES LLC
801 OSTRUM STREET
BETHLEHEM,PA180151000
20-8783508
INACTIVE PA 0 0 BETHLEHEM
 
(2) ST LUKE'S AIRMED LLC
801 OSTRUM STREET
BETHLEHEM,PA180151000
27-4643964
INACTIVE PA 0 0 BETHLEHEM
 
(3) ST LUKE'S HOMESTAR SERVICES LLC
801 OSTRUM STREET
BETHLEHEM,PA180151000
26-0369246
HEALTH SVCS. PA 16,381,392 7,255,921 BETHLEHEM
 
(4) ST LUKE'S WINDGAP PROPERTY LLC
801 OSTRUM STREET
BETHLEHEM,PA180151000
23-2641715
INACTIVE PA 0 0 BETHLEHEM
 




Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section



(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled organization
Yes No
(1) ST LUKE'S HEALTH NETWORK INC

801 OSTRUM STREET

BETHLEHEM,PA180151000
23-2384282
HEALTH SVCS. PA 501(C)(3) 509(A)(3) NA
 
 
 
(2) ST LUKE'S QUAKERTOWN HOSPITAL

801 OSTRUM STREET

BETHLEHEM,PA180151000
23-1352203
HEALTH SVCS. PA 501(C)(3) HOSPITAL SLHN INC
 
 
 
(3) CARBON-SCHUYLKILL COMMUNITY HOSPITAL

801 OSTRUM STREET

BETHLEHEM,PA180151000
25-1550350
HEALTH SVCS. PA 501(C)(3) HOSPITAL SLHN INC
 
 
 
(4) QUAKERTOWN REHABILITATION CENTER

801 OSTRUM STREET

BETHLEHEM,PA180151000
23-2543924
HEALTH SVCS. PA 501(C)(3) 170B1AIII SLHN INC
 
 
 
(5) ST LUKE'S EMERGENCY & TRANSPORT SVCS

801 OSTRUM STREET

BETHLEHEM,PA180151000
23-2179542
HEALTH SVCS. PA 501(C)(3) 170B1AIII SLHN INC
 
 
 
(6) ST LUKE'S PHYSICIAN GROUP INC

801 OSTRUM STREET

BETHLEHEM,PA180151000
23-2380812
HEALTH SVCS. PA 501(C)(3) 509(A)(3) SLHN INC
 
 
 
(7) VNA OF ST LUKE'S - HOME HEALTHHOSPICE

801 OSTRUM STREET

BETHLEHEM,PA180151000
24-0795497
HEALTH SVCS. PA 501(C)(3) 509(A)(1) BETHLEHEM
 
 
 
(8) HOMESTAR MEDICAL EQUIP & INFUSION SVCS

801 OSTRUM STREET

BETHLEHEM,PA180151000
23-2418254
INACTIVE PA 501(C)(3) 509(A)(2) VNA
 
 
 
(9) ST LUKE'S HHN AUXILIARY INC

801 OSTRUM STREET

BETHLEHEM,PA180151000
23-2134479
FUNDRAISING PA 501(C)(3) 170B1AIII NA
 
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) EIGHTH & EATON

801 OSTRUM STREET
BETHLEHEM,PA180151000
26-3017143
FINANCIAL VEHICLE PA BETHLEHEM
 
RELATED 0 4,405,293   No 0   No 99.990 %
(2) NEW VALLEY REHAB

2301 CHERRY LANE
BETHLEHEM,PA18015
13-4257049
HEALTHCARE SVCS. PA QUAKERTWN REHAB
 
        No     No  
(3) WIND GAP PROF

3435 WINCHESTER ROAD SUITE 300
ALLENTOWN,PA181042284
23-2641715
HEALTHCARE SVCS. PA BETHLEHEM
 
RELATED 0 0   No 0   No 67.000 %








Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



(b)
Primary activity



(c)
Legal domicile
(state or
foreign
country)
(d)
Direct controlling
entity


(e)
Type of entity
(C corp, S corp,
or trust)

(f)
Share of total income



(g)
Share of
end-of-year
assets

(h)
Percentage
ownership


(1) ST LUKE'S EIGHTH & EATON HOLDINGS INC
801 OSTRUM STREET
BETHLEHEM,PA180151000
23-7192801
HEALTHCARE SVCS. PA BETHLEHEM
 
C CORP 7 12 100.000 %
(2) ST LUKE'S HEALTH NETWORK INSURANCE COMP
801 OSTRUM STREET
BETHLEHEM,PA180151000
75-2993150
FINANCIAL VEHICLE VT BETHLEHEM
 
C CORP -425,669 47,139,779 88.000 %
(3) ST LUKE'S HOSP OF BETH PA AMBUL SURGERY
801 OSTRUM STREET
BETHLEHEM,PA180151000
23-3018850
HEALTHCARE SVCS. PA BETHLEHEM
 
C CORP 13,058,999 0 100.000 %
(4) ST LUKE'S PHYSICIAN HOSPITAL ORG
801 OSTRUM STREET
BETHLEHEM,PA180151000
23-2786818
HEALTHCARE SVCS. PA BETHLEHEM
 
C CORP 43,300 717,503 50.000 %






Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
(2)

(3)

(4)

(5)

(6)

Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
TRANSACTIONS WITH RELATED ORGANIZATIONS SCHEDULE R, PART V AS OUTLINED IN SCHEDULE O, THIS ORGANIZATION ROUTINELY PAYS EXPENSES FOR VARIOUS AFFILIATES WITHIN THE ST. LUKE'S HOSPITAL & HEALTH NETWORK IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
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