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 HEALTH NETWORK INC
 
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

23-2384282
E Telephone number

G Gross receipts $ 35,725,993
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: 2002
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 0
6 Total number of volunteers (estimate if necessary) .... 6 18
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
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) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 45,824,286 35,725,993
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 0 0
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 45,824,286 35,725,993
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
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) 0 0
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).... 0 0
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 0 0
19 Revenue less expenses. Subtract line 18 from line 12...... 45,824,286 35,725,993
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 330,050,759 465,881,200
21 Total liabilities (Part X, line 26)............ 0 0
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 330,050,759 465,881,200
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
signatureBig 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 + 4Big 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 $ 0 including grants of $ 0 ) (Revenue $ 35,725,993 )
ST. LUKE'S HEALTH NETWORK, INC. IS THE PARENT ORGANIZATION WHICH CONTROLS SEVERAL ACUTE CARE HOSPITALS; AN ORGANIZATION OF PHYSICIAN PRACTICES AND OTHER HEALTHCARE RELATED ORGANIZATIONS SERVICING BETHLEHEM AND THE SURROUNDING COMMUNITIES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 0
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? ........
2
 
No
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 IIClick 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 IClick 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 IVClick 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
 
No
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
 
No
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 I
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..........
18
 
No
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...................
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.....
20a
 
No
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. .....
20b
 
 
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..
21
 
No
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.....
22
 
No
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................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
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......
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................
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...........................
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...............
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 .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
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..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
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
 
No
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
0
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
0
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
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
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
 
No
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
 
 
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
 1.0 X   X       0 1,269,371 409,916
(4) REVEREND DR DOUGLAS 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 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 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
 1.0     X       0 480,285 41,859
(21) THOMAS P LICHTENWALNER
SVP FINANCE/CFO
 1.0     X       0 417,701 163,998
(22) ROBERT P ZIMMEL
SVP HUMAN RESOURCES
 1.0     X       0 325,071 119,429
(23) ROBERT L WAX ESQ
SVP & GENERAL COUNSEL
 1.0     X       0 303,253 36,906
(24) CAROL A KUPLEN RN MSN
SVP & CHIEF NURSING OFFICER
 1.0     X       0 299,581 75,538












1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 0 3,095,262 847,646
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet0
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
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service Revenue Business Code
2a EQUITY INCREASE - ST. LUKE'S HOSPITAL & HEALTH          
b NETWORK AFFILIATES 900,099 35,725,993 35,725,993    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 35,725,993
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 0      
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet 0      
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 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            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 0
12 Total revenue. See Instructions....MediumBullet 35,725,993 35,725,993    
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 0  
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
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 .... 0 0 0 0
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 0      
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 0      
12 Advertising and promotion .... 0      
13 Office expenses ....... 0      
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 0      
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 0      
23 Insurance .............. 0      
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
b
c
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 0 0 0 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 ..........   1  
2 Savings and temporary cash investments .......   2  
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net .........   4  
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 .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation. ..... 10b     10c  
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 .. 330,050,759 13 465,881,200
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 330,050,759 16 465,881,200
Liabilities 17 Accounts payable and accrued expenses . 0 17 0
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
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.....   25  
26 Total liabilities. Add lines 17 through 25..... 0 26 0
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 ..... 294,536,774 27 420,208,001
28 Temporarily restricted net assets ..... 13,983,828 28 22,693,547
29 Permanently restricted net assets ..... 21,530,157 29 22,979,652
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 ..... 330,050,759 33 465,881,200
34 Total liabilities and net assets/fund balances ..... 330,050,759 34 465,881,200
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
35,725,993
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
0
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
35,725,993
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
330,050,759
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
100,104,448
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
465,881,200
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 HEALTH NETWORK INC
 
Employer identification number

23-2384282
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)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
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
(1) ST LUKE'S HOSPITAL OF BETHLEHEM PA
  		231352213 03 Yes   Yes   Yes   0
Total                 0

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 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 HEALTH NETWORK INC
 
Employer identification number

23-2384282
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
 
0
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
0
i
Other activities? If "Yes," describe in Part IV ..........................
 
 
 
j
Total. lines 1c through 1i ...................................
0
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 IS THE PARENT OF THE ST. LUKE'S HOSPITAL & HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA PAYS ALL LOBBYING EXPENDITURES ON BEHALF OF ALL AFFILIATES WITHIN THE NETWORK AND ALLOCATES A PERCENTAGE OF THESE EXPENDITURES TO VARIOUS AFFILIATES. THESE LOBBYING EXPENDITURES INCLUDE (1) PAYMENT TO AN OUTSIDE INDEPENDENT FIRM, (2) AN ALLOCATED PORTION OF THE DUES PAID TO THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA AND (3) A PERCENTAGE OF TOTAL COMPENSATION OF TWO ST. LUKE'S HOSPITAL & HEALTH NETWORK SENIOR MANAGEMENT PERSONNEL. NO AMOUNT WAS ALLOCATED TO THIS ORGANIZATION ATTRIBUTABLE TO LOBBYING ACTIVITY FOR THE YEAR ENDED JUNE 30, 2011.
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 HEALTH NETWORK INC
 
Employer identification number

23-2384282
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 .... 35,513,985    
b Contributions ........ 7,172,514    
c Investment earnings or losses ... 6,832,367    
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		3,845,667    
f Administrative expenses ....      
g End of year balance ...... 45,673,199    
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet49.690 %
b
Permanent endowment: SchDMd Bullet50.310 %
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 .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................        
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet  
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) AFFILIATES 465,881,200 F








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet 465,881,200
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  








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet  
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 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 HEALTH NETWORK INC
 
Employer identification number

23-2384282
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
 
 
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
 
 
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
 
No
b
Any related organization? .........................
6b
Yes
 
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)		 0
706,277 		0
184,327 		0
378,767 		0
386,204 		0
23,712 		0
1,679,287 		0
304,446
(2) JOEL D FAGERSTROM (i)
(ii)		 0
378,575 		0
77,320 		0
24,390 		0
17,607 		0
24,252 		0
522,144 		0
0
(3) THOMAS P LICHTENWALNER (i)
(ii)		 0
325,322 		0
68,042 		0
24,337 		0
152,645 		0
11,353 		0
581,699 		0
0
(4) ROBERT P ZIMMEL (i)
(ii)		 0
256,057 		0
50,391 		0
18,623 		0
108,922 		0
10,507 		0
444,500 		0
0
(5) ROBERT L WAX ESQ (i)
(ii)		 0
259,124 		0
39,637 		0
4,492 		0
14,452 		0
22,454 		0
340,159 		0
0
(6) CAROL A KUPLEN RN MSN (i)
(ii)		 0
245,943 		0
48,300 		0
5,338 		0
51,866 		0
23,672 		0
375,119 		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 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 INDIVIDUAL INCLUDES AMOUNTS RELATING TO PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"). THE INDIVIDUAL HAS SATISFIED BOTH THE AGE AND THE YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN THE INDIVIDUAL'S 2010 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $304,446. 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 AND CAROL A. KUPLEN, RN, MSN, $10,721.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 6B 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; ROBERT P. ZIMMEL, $50,391; ROBERT L. WAX, ESQ., $39,637 AND CAROL A. KUPLEN, RN, MSN, $48,300. 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 INDIVIDUAL 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 THE INDIVIDUAL'S 2010 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $304,446. THIS AMOUNT WAS REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION.
Schedule J (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 HEALTH NETWORK INC
 
Employer identification number

23-2384282
Identifier Return Reference Explanation
COMMUNITY BENEFIT STATEMENT CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS MISSION ======= THE MISSION OF ST. LUKE'S HOSPITAL & HEALTH NETWORK IS TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST-EFFECTIVE HEALTHCARE TO RESIDENTS OF THE COMMUNITIES SERVED REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. BACKGROUND ========== ST. LUKE'S HOSPITAL & HEALTH NETWORK ("ST. LUKE'S") IS A REGIONAL NETWORK OF HOSPITALS, PHYSICIANS AND OTHER RELATED ORGANIZATIONS PROVIDING CARE PRIMARILY IN LEHIGH, NORTHAMPTON, MONROE, CARBON, SCHUYLKILL, BUCKS, MONTGOMERY AND BERKS COUNTIES IN PENNSYLVANIA AND WARREN COUNTY IN NEW JERSEY. ST. LUKE'S HEALTH NETWORK, INC. IS THE SOLE CORPORATE MEMBER OF VARIOUS HEALTHCARE-RELATED ORGANIZATIONS, THE MAJORITY OF WHICH ARE TAX-EXEMPT ENTITIES. THE INTERNAL REVENUE SERVICE HAS RECOGNIZED ST. LUKE'S HEALTH NETWORK, INC. AS BEING A TAX-EXEMPT ORGANIZATION UNDER IRS CODE SECTION 501(C)(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 A COMPREHENSIVE SPECTRUM OF HEALTHCARE SERVICES TO THE RESIDENTS OF PENNSYLVANIA AND NEW JERSEY. 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 SERVICE. MOREOVER, ST. LUKE'S PROVIDES HEALTHCARE SERVICES TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. EACH HOSPITAL WITHIN ST. LUKE'S OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2. OPERATES AN ACTIVE EMERGENCY ROOM FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF EACH HOSPITAL RESTS WITH ITS BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS OF ST. LUKE'S HEALTH NETWORK, INC. ALL 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 EACH HOSPITAL, AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT THE USE AND CONTROL OF EACH 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. ST. LUKE'S HOSPITALS ==================== ST. LUKE'S PROVIDES SUBSTANTIAL COMMUNITY BENEFIT. ITS NETWORK INCLUDES THE FOLLOWING MEDICAL CENTERS LOCATED THROUGHOUT THE STATE OF PENNSYLVANIA. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA ---------------------------------------------- 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. 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.
COMMUNITY BENEFIT STATEMENT CONTINUED CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS ST. LUKE'S HAS ADDED OUTPATIENT FACILITIES IN CLOSE PROXIMITY TO THE ALLENTOWN CAMPUS TO MEET THE COMMUNITY'S HEALTHCARE NEEDS. THESE INCLUDE- REDUNDANT, ST. LUKE'S FAMILY HEALTH CENTER, A WOMEN'S HEALTH CENTER, ST. LUKE'S PERINATAL CENTER AND ST. LUKE'S WOMEN'S IMAGING CENTER. ANDERSON CAMPUS ST. LUKE'S HOSPITAL - ANDERSON CAMPUS IS SET TO OPEN IN BETHLEHEM TOWNSHIP (NEAR EASTON), PENNSYLVANIA IN NOVEMBER, 2011. INITIALLY, THE CAMPUS WILL BE COMPRISED OF A 108-BED INPATIENT HOSPITAL, MEDICAL OFFICE BUILDING AND OUTPATIENT CANCER CENTER. ST. LUKE'S QUAKERTOWN HOSPITAL ------------------------------ ST. LUKE'S QUAKERTOWN HOSPITAL IS A 62-BED HOSPITAL AND PROVIDES PATIENTS WITH ACCESS TO MORE THAN 275 PHYSICIANS ACROSS 40 SPECIALTIES. THESE SPECIALTY SERVICES INCLUDE: - ORTHOPEDICS - ONCOLOGY - CARDIOLOGY, ACCREDITED CHEST PAIN CENTER - EMERGENCY SERVICES - PLASTIC SURGERY - PAIN MANAGEMENT - VASCULAR (ARTERIES AND VEINS) SERVICES - WOMEN'S HEALTH - WOUND MANAGEMENT CENTER ST. LUKE'S QUAKERTOWN HOSPITAL IS DEDICATED TO PROVIDING PATIENTS AND VISITORS WITH QUALITY HEALTHCARE DELIVERED WITH OUTSTANDING CUSTOMER SERVICE. SINCE THE ACQUISITION OF QUAKERTOWN COMMUNITY HOSPITAL IN 1995, ST. LUKE'S HAS INVESTED MORE THAN $60 MILLION TO PROVIDE HIGH QUALITY HEALTHCARE TO THE REGION AND ADMISSIONS HAVE INCREASED BY 55.3 PERCENT. ACCORDING TO A REPORT PUBLISHED IN JUNE, 2009 BY THE PENNSYLVANIA HEALTH CARE COST CONTAINMENT COUNCIL, ST. LUKE'S QUAKERTOWN HOSPITAL IS THE FASTEST GROWING HOSPITAL IN THE SEVEN COUNTY REGION OF PHILADELPHIA, SUBURBAN PHILADELPHIA AND THE LEHIGH VALLEY. THIS GROWTH CAN BE DEMONSTRATED BY THE HOSPITAL'S MOST RECENT ADDITIONS OF THE ST. LUKE'S BONE & JOINT INSTITUTE AND THE ST. LUKE'S UPPER PERKIOMEN OUTPATIENT CENTER. WITH THE ADDITION OF THESE OUTPATIENT CENTERS AND THE INCLUSION OF NEW TECHNOLOGY IN THESE FACILITIES, PATIENTS FIND STATE-OF-THE-ART HEALTHCARE WITH EASE. CARBON-SCHUYLKILL COMMUNITY HOSPITAL, INC. ------------------------------------------ CARBON-SCHUYLKILL COMMUNITY HOSPITAL, INC. ("ST. LUKE'S MINERS MEMORIAL HOSPITAL") IS A FULLY ACCREDITED, NOT-FOR-PROFIT, 45-BED ACUTE CARE HOSPITAL LOCATED IN COALDALE, PENNSYLVANIA IN SCHUYLKILL COUNTY NEAR THE CARBON COUNTY BORDER. FOUNDED IN 1910, THE HOSPITAL BECAME A MEMBER OF THE NATIONALLY RECOGNIZED ST. LUKE'S IN 2000 AND CURRENTLY PROVIDES HEALTHCARE SERVICES TO MORE THAN 11,000 PEOPLE ANNUALLY. SERVICES ALSO INCLUDE A HOME HEALTH AGENCY AND 48-BED SKILLED NURSING FACILITY. THE HOSPITAL CELEBRATED ITS 100TH ANNIVERSARY OF SERVICE TO THE COMMUNITY IN OCTOBER 2010. ACCREDITED BY THE JOINT COMMISSION, ST. LUKE'S MINERS MEMORIAL HOSPITAL PROVIDES A WIDE VARIETY OF HEALTHCARE SERVICES AND IS AN ACCREDITED CHEST PAIN CENTER. THE MEDICAL STAFF INCLUDES 95 PHYSICIANS REPRESENTING 24 MEDICAL SPECIALTIES. SINCE JOINING ST. LUKE'S, THE HOSPITAL HAS UNDERGONE $22 MILLION IN TECHNICAL AND FACILITY IMPROVEMENTS. A NEW, STATE-OF-THE-ART EMERGENCY DEPARTMENT WAS ADDED IN 2002. THIS ADDITION WAS FOLLOWED BY A NEW MRI, A NEW SLEEP DISORDER CENTER, A CARDIOVASCULAR CONDITIONING CENTER AND A NEW ACCESS ROAD FROM RT. 209 DIRECTLY TO THE HOSPITAL. THE HOSPITAL OPENED THE AREA'S FIRST URGENT CARE CENTER IN 2004 AND EXPANDED ITS HOME CARE SERVICES, OPENING A NEW OFFICE IN TAMAQUA. THE HOSPITAL OPENED A NEWLY RENOVATED ICU IN SEPTEMBER 2010 AT A COST OF $1.6 MILLION. ADDITIONALLY, THE HOSPITAL RECEIVED CHEST PAIN CENTER ACCREDITATION IN OCTOBER 2010. ST. LUKE'S CARDIOLOGY ASSOCIATES EXPANDED THEIR SERVICES TO THE HOSPITAL IN FY '11. THE HOSPITAL RECEIVED THE EXCELLENCE FROM QUALITY INSIGHTS OF PENNSYLVANIA AWARD, RECOGNIZING SUCCESSFUL IMPLEMENTATION OF BEST PRACTICES RELATED TO SURGICAL CARE AND HEALTH FAILURE. 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. SOME OF THE MAJOR SERVICES AND FACILITIES OFFERED BY ST. LUKE'S INCLUDE: HEART AND VASCULAR SERVICES; ONCOLOGY SERVICES, ADULT TRAUMA CENTER, ORTHOPAEDIC SERVICES, NEUROSCIENCES SERVICES, ROBOTIC AND MINIMALLY INVASIVE SURGERY, ADVANCED RADIOLOGY SERVICES WOMEN'S HEALTH SERVICES AND CHILDREN'S HEALTH SERVICES. 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.
COMMUNITY BENEFIT STATEMENT CONTINUED CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS 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. 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, THROUGH ITS HOSPITALS AND OTHER AFFILIATES, OFFERS A VARIETY OF FREE SERVICES/SCREENINGS FOR COMMUNITY-RUN EVENTS THROUGHOUT THE YEAR. ST. LUKE'S ALSO ACCEPTS REQUESTS FOR DONATIONS TO FELLOW NON-PROFIT INSTITUTIONS. 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 SUBSTANTIAL FUNDING TO SUPPORT THE PARTNERSHIP. SERVICES INCLUDE: DENTAL AND MEDICAL CARE, PRIMARILY TO UNDERSERVED CHILDREN AND ADOLESCENTS. CARE IS GENERALLY PROVIDED IN FOUR MOBILE HEALTH VANS WHICH REGULARLY VISIT VARIOUS SCHOOLS AND OTHER COMMUNITY GATHERING SITES. A COMPREHENSIVE VISION PROGRAM IS ALSO OFFERED TO SCREEN AND PROVIDE GLASSES FOR CHILDREN AT RISK. IN FY '11, MORE THAN 11,000 PATIENT VISITS WERE CONDUCTED. VARIOUS FAMILY CENTERS IN THE COMMUNITY PROVIDE PRIMARY AND PREVENTIVE CARE TO LOW-INCOME FAMILIES. ADDITIONAL COMMUNITY SUPPORT INCLUDES: - READING ROCKS! - AN INNOVATIVE CHILDREN'S LITERACY PROGRAM CONDUCTED IN PARTNERSHIP WITH LEHIGH UNIVERSITY AT A BETHLEHEM ELEMENTARY SCHOOL SERVING AT-RISK CHILDREN; STUDENTS MADE THE LARGEST ACADEMIC GAINS IN THE REGION ACCORDING TO A REPORT ISSUED IN MARCH 2011 BY THE PENNSYLVANIA DEPARTMENT OF EDUCATION. AS PART OF THE PROGRAM, ST. LUKE'S COLLECTED MORE THAN 13,000 CHILDREN'S BOOKS FOR DISTRIBUTION TO THE STUDENTS. - WELLNESS FAIRS AND HEALTH SCREENINGS - SPEAKING ENGAGEMENTS BY HEALTH CARE PROFESSIONALS - IN-KIND DONATIONS, INCLUDING FIRST AID KITS FOR NON-PROFIT COMMUNITY ORGANIZATIONS - SPONSORSHIPS - HEALTHCHECK WELLNESS CENTER FOR OLDER ADULTS - RYAN'S TREE FOR GRIEVING CHILDREN
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 11b THE ORGANIZATION IS THE PARENT ENTITY OF ST. LUKE'S HOSPITAL & HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY 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, OF WHICH THIS ENTITY IS THE PARENT, 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 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's Form 990 reflects no top five independent contractors for services and that no Forms 1099 were filed with the Internal Revenue Service. A tax-exempt affiliate within the St. Luke's Hospital & Health Network, St. Luke's Hospital of Bethlehem, Pennsylvania, pays all outstanding accounts payable invoices on behalf of this organization. In conjunction with this service, St. Luke's Hospital of Bethlehem, Pennsylvania also prepares and issues Forms 1099 to these vendors receiving payments where applicable and also files these Forms 1099 with the Internal Revenue Service.
OTHER CHANGES IN FUND BALANCE CORE FORM, PART XI; LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY AND EQUIPMENT; $7,045,643; - EXTRAORDINARY GAIN ON SALE OF AMBULATORY SURGERY; $13,058,999; - CHANGE IN ADDITIONAL PENSION LIABILITY; $33,678,542; - CHANGE IN FAIR MARKET VALUE OF TOTAL RETURN SWAP; $9,127,758; - NET UNREALIZED GAINS ON INVESTMENTS; $29,816,316; - CUMULATIVE NET EFFECT OF CHANGE IN ACCOUNTING PRINCIPLES; ($2,782,024); - CONTRIBUTIONS/DONATIONS RECEIVED - TEMPORARILY RESTRICTED; $2,858,542; - PLEDGES RECEIVED - TEMPORARILY RESTRICTED; ($2,332,318); - NEW PLEDGES- TEMPORARILY RESTRICTED; $5,613,145; - INCOME FROM INVESTMENTS - TEMPORARILY RESTRICTED; $59,992; - NET UNREALIZED LOSSES ON SALE OF INVESTMENTS - TEMPORARILY RESTRICTED; ($15,254); - NET ASSETS RELEASED (PLEDGES) FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY AND EQUIPMENT (BUILDING FUND) - TEMPORARILY RESTRICTED; ($338); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY AND EQUIPMENT - TEMPORARILY RESTRICTED; ($673,184); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS - TEMPORARILY RESTRICTED; ($2,360,948); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR CAPITAL CAMPAIGN - TEMPORARILY RESTRICTED; ($88,014); - INCOME TRANSFERRED TO OPERATIONS - TEMPORARILY RESTRICTED; ($59,992); - ALLOWANCE FOR PLEDGES WRITTEN OFF AND ACTUAL WRITE-OFFS - TEMPORARILY RESTRICTED; ($188,108); - APPRECIATION TRANSFER FROM ENDOWMENT - TEMPORARILY RESTRICTED; $5,843,921; - INCOME TRANSFER FROM ENDOWMENT - TEMPORARILY RESTRICTED; $66,275; - OTHER TRANSFER TO/FROM (2011 GOLF TOURNAMENT NET PROCEEDS)- TEMPORARILY RESTRICTED; ($14,000); - CONTRIBUTIONS/DONATIONS RECIEVED - PERMANENTLY RESTRICTED; $1,221,253; - INCOME FROM INVESTMENTS - PERMANENTLY RESTRICTED; $756,096; - NET REALIZED LOSSES ON SALE OF INVESTMENTS - PERMANENTLY RESTRICTED; ($979,575); - NET UNREALIZED GAINS ON INVESTMENTS - PERMANENTLY RESTRICTED; $7,011,108; - INCOME RELEASED AND TRANSFERRED TO GENERAL FUND FOR OPERATIONS - PERMANENTLY RESTRICTED; ($473,851); - APPRECIATION TRANSFER TO TEMPORARILY RESTRICTED - PERMANENTLY RESTRICTED; ($5,843,921) - APPRECIATION TRANSFER TO GENERAL FUND - PERMANENTLY RESTRICTED; ($189,339); - INCOME TRANSFER TO TEMPORARILY RESTRICTED - PERMANENTLY RESTRICTED; ($66,275) AND - OTHER TRANSFER TO/FROM (2011 GOLF TOURNAMENT NET PROCEEDS)- PERMANENTLY RESTRICTED; $14,000.
AUDITED FINANCIAL STATEMENTS CORE FORM, PART XII; QUESTION 2 THE TAXPAYER IS THE PARENT ENTITY OF ST. LUKE'S HOSPITAL & HEALTH NETWORK ("NETWORK") A TAX-EXEMPT, INTEGRATED HEALTHCARE DELIVERY NETWORK. 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 THE PARENT ENTITY OF ST. LUKE'S HOSPITAL & HEALTH NETWORK ("NETWORK") ; A TAX-EXEMPT, INTEGRATED HEALTHCARE DELIVERY 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:54
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:REVEREND DR DOUGLAS 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 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 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:54
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS P LICHTENWALNER TITLE:SVP FINANCE/CFO HOURS:54
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT P ZIMMEL TITLE:SVP HUMAN RESOURCES HOURS:54
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT L WAX ESQ TITLE:SVP & GENERAL COUNSEL HOURS:54
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CAROL A KUPLEN RN MSN TITLE:SVP & CHIEF NURSING OFFICER HOURS:54
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

Additional Data


Software ID:  
Software Version:  
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 HEALTH NETWORK INC
 
Employer identification number

23-2384282
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

















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 HOSPITAL OF BETHLEHEM PA

801 OSTRUM STREET

BETHLEHEM,PA180151000
23-1352213 		HEALTH SVCS. PA 501(C)(3) HOSPITAL SLHN INC
 
 
 
(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 		HEATLH 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
  		        No     No  
(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
  		        No     No  








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 N/A
 C CORP      
(2) ST LUKE'S HEALTH NETWORK INSURANCE COMP
801 OSTRUM STREET
BETHLEHEM,PA180151000
75-2993150 		FINANCIAL VEHICLE VT N/A
 C CORP      
(3) ST LUKE'S HOSP OF BETH PA AMBUL SURGERY
801 OSTRUM STREET
BETHLEHEM,PA180151000
23-3018850 		HEALTHCARE SVCS. PA N/A
 C CORP      
(4) ST LUKE'S PHYSICIAN HOSPITAL ORG
801 OSTRUM STREET
BETHLEHEM,PA180151000
23-2786818 		HEALTHCARE SVCS. PA N/A
 C CORP      






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
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
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
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
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
Additional Data


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