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
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
ST LUKE'S HEALTH NETWORK INC
 
Doing Business As
ST LUKE'S UNIVERSITY HEALTH NETWORK
 
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 $ 35,388,991
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.SLHN.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 20
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 2011 (Part V, line 2a) ... 5 0
6 Total number of volunteers (estimate if necessary) .... 6 19
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  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 35,725,993 35,388,991
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)................... 35,725,993 35,388,991
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....... 35,725,993 35,388,991
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 441,419,364 371,457,606
21 Total liabilities (Part X, line 26)............. 0 0
22 Net assets or fund balances. Subtract line 21 from line 20..... 441,419,364 371,457,606
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 use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
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 organization’s program service accomplishments for each of its three largest program services, as measured 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 $ 35,388,991 )
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 (2011)
Form 990 (2011)
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 for which 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 temporarily restricted endowments, permanent endowments, 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, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? 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
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
 
No
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 (2011)
Form 990 (2011)
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 (2011)
Form 990 (2011)
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
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
20
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
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete 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
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
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 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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 D SAUNDERS MD
VICE CHAIRMAN - DIRECTOR
 1.0 X   X       0 0 0
(3) RICHARD A ANDERSON
DIRECTOR - PRESIDENT/CEO
 55.0 X   X       0 1,803,650 244,380
(4) REVEREND DR DOUGLAS W CALDWELL
DIRECTOR
 1.0 X           0 0 0
(5) FAUST CAPOBIANCO
DIRECTOR
 1.0 X           0 0 0
(6) CHRISTINA CONNAR
DIRECTOR
 1.0 X           0 0 0
(7) JOHN M DALY MD
DIRECTOR
 1.0 X           0 0 0
(8) JAMES G GALLAGHER MD
DIRECTOR
 1.0 X           0 0 0
(9) SAMUEL R GIAMBER MD
DIRECTOR
 1.0 X           0 0 0
(10) JAN S HELLER
DIRECTOR-VP FINANCE(EFF 9/11)
 55.0 X   X       0 148,625 6,041
(11) KOSTAS KALOGEROPOULOS
DIRECTOR
 1.0 X           0 0 0
(12) THOMAS J MCGINLEY
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) ROBERT RUMFIELD
DIRECTOR
 1.0 X           0 0 0
(16) ARTHUR SCOTT EDD
DIRECTOR
 1.0 X           0 0 0
(17) KENNETH R SMITH
DIRECTOR
 1.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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) REVEREND DR CHRISTOPHER THOMFORDE
DIRECTOR
 1.0 X           0 0 0
(19) ANDREW F S WARNER
DIRECTOR
 1.0 X           0 0 0
(20) DONALD E WIEAND ESQ
DIRECTOR
 1.0 X           0 0 0
(21) JOEL D FAGERSTROM
EXECUTIVE VICE PRESIDENT/COO
 55.0     X       0 659,126 36,712
(22) THOMAS P LICHTENWALNER
SVP FINANCE/CFO
 55.0     X       0 588,212 162,754
(23) ROBERT P ZIMMEL
SVP HUMAN RESOURCES
 55.0     X       0 1,180,499 93,072
(24) ROBERT L WAX ESQ
SVP & GENERAL COUNSEL
 55.0     X       0 395,411 37,872
(25) CAROL A KUPLEN RN MSN
SVP & CHIEF NURSING OFFICER
 55.0     X       0 435,165 87,282










1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 0 5,210,688 668,113
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of 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. Report compensation for the calendar year ending with or within the organization’s tax year.
(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 $100,000 of compensation from the organization MediumBullet0
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service Revenue Business Code
2a EQUITY INCREASE - ST. LUKE'S UNIVERSITY          
b HEALTH NETWORK AFFILIATES 900,099 35,388,991 35,388,991    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 35,388,991
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 35,388,991 35,388,991    
Form 990 (2011)
Form 990 (2011)
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).
Check if Schedule O contains a response to any question in this Part IX. .........
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 United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. 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      
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 accruals and contributions (include section 401(k) and 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 (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
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. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 0
2 Savings and temporary cash investments ....... 0 2 0
3 Pledges and grants receivable, net ......... 0 3 0
4 Accounts receivable, net ......... 0 4 0
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
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 .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation. ..... 10b   0 10c  
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ...... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 441,419,364 13 371,457,606
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)... 441,419,364 16 371,457,606
Liabilities 17 Accounts payable and accrued expenses . 0 17 0
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 0 19 0
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 0 25 0
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 ..... 395,746,165 27 323,304,523
28 Temporarily restricted net assets ..... 22,693,547 28 21,705,448
29 Permanently restricted net assets ..... 22,979,652 29 26,447,635
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 ..... 441,419,364 33 371,457,606
34 Total liabilities and net assets/fund balances ..... 441,419,364 34 371,457,606
Form 990 (2011)
Form 990 (2011)
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
35,388,991
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
0
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
35,388,991
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
441,419,364
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-105,350,749
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
371,457,606
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 (2011)
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
2011
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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2011

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
2011
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, line 35c (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 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 function 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) 2011

Schedule C (Form 990 or 990-EZ) 2011
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 expenses, and share of excess lobbying expenditures).
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) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
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)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(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
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible 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, Part II-A; line 5; and Part ll-B, line 1.
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 UNIVERSITY 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 UNIVERSITY HEALTH NETWORK SENIOR MANAGEMENT PERSONNEL. NO AMOUNT WAS ALLOCATED TO THIS ORGANIZATION ATTRIBUTABLE TO LOBBYING ACTIVITY FOR THE YEAR ENDED JUNE 30, 2012.
Schedule C (Form 990 or 990EZ) 2011

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 (ASC 958), 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 (ASC 958), 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 (ASC 958), 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) 2011

Schedule D (Form 990) 2011
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 Net investment earnings, gains, and 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 (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
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)
 
 
(ii) related organizations ........................
3a(ii)
 
 
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
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (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 through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet  
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
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) must 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 371,457,606 F








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 371,457,606
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must 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) Book value
Federal Income Taxes  








Total. (Column (b) must 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) 2011

Schedule D (Form 990) 2011
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 through 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 must 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 must 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) 2011

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
2011
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 or provision 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. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
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 Regulations 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) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) RICHARD A ANDERSON (i)
(ii)		 0
898,916 		0
338,524 		0
566,210 		0
225,011 		0
19,369 		0
2,048,030 		0
482,122
(2) JAN S HELLER (i)
(ii)		 0
148,327 		0
0 		0
298 		0
3,716 		0
2,325 		0
154,666 		0
0
(3) JOEL D FAGERSTROM (i)
(ii)		 0
490,918 		0
143,406 		0
24,802 		0
7,376 		0
29,336 		0
695,838 		0
0
(4) THOMAS P LICHTENWALNER (i)
(ii)		 0
437,319 		0
126,188 		0
24,705 		0
153,612 		0
9,142 		0
750,966 		0
0
(5) ROBERT P ZIMMEL (i)
(ii)		 0
326,114 		0
93,046 		0
761,339 		0
84,430 		0
8,642 		0
1,273,571 		0
745,718
(6) ROBERT L WAX ESQ (i)
(ii)		 0
295,829 		0
94,157 		0
5,425 		0
11,384 		0
26,488 		0
433,283 		0
0
(7) CAROL A KUPLEN RN MSN (i)
(ii)		 0
332,798 		0
96,839 		0
5,528 		0
62,215 		0
25,067 		0
522,447 		0
0









Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 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 2011 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 2011 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 AMOUNTS REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDE AMOUNTS RELATING TO PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"). THE INDIVIDUALS HAVE SATISFIED BOTH THE AGE AND THE YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN THE INDIVIDUAL'S 2011 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $482,122 AND ROBERT P. ZIMMEL, $745,718. 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 2011 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $147,300; THOMAS P. LICHTENWALNER, $79,138; ROBERT P. ZIMMEL, $27,953 AND CAROL A. KUPLEN, RN, MSN, $26,936.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTIONS 6A AND 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 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED AT-RISK COMPENSATION DURING CALENDAR YEAR 2011 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2011 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. CERTAIN INDIVIDUALS INCLUDED IN THIS FORM 990 RECEIVED A VACATION SELL BACK AND/OR TERM PAY OUT DURING THE CALENDAR YEAR 2011. THIS AMOUNT WAS INCLUDED IN THEIR RESPECTIVE 2011 FORM W-2 AND INCLUDED IN SCHEDULE J, PART II, COLUMN B(III), WHERE APPLICABLE.
COMPENSATION INFORMATION SCHEDULE J, PART II; COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDE VESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE; THUS A TAXABLE EVENT OCCURRED FOR TAX REPORTING PURPOSES. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2011 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $482,122 AND ROBERT P. ZIMMEL, $745,718; HOWEVER, THESE INDIVIDUALS DID NOT ACTUALLY RECEIVE ALL OF THESE FUNDS. THESE AMOUNTS WERE REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION.
Schedule J (Form 990) 2011

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
2011
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 University 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 University 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 AND NOW ALSO IN NEW JERSEY WITH THE ADDITION OF ST. LUKE'S WARREN HOSPITAL, INC. St. Luke's University Hospital - Bethlehem ------------------------------------------ St. Luke's University Hospital - Bethlehem ("SL-Bethlehem"), founded in 1872 and located in Bethlehem, Pennsylvania, is a tertiary care, teaching hospital. SL-Bethlehem offers more than 90 medical specialties and has 480 licensed acute care beds, including16 licensed acute rehabilitation beds. In FY '12, there were 28,941 admissions; 586,700 outpatient registrations and 65,495 ED visits. In FY '12, $34 million was invested in technologic and facility improvements. In December 2008, St. Luke's completed the construction of a new 16,827 sq/ft Health and Fitness Center in Hanover Township. The new fitness center includes an indoor running track, all new state of the art fitness equipment, and fully equipped locker rooms. This modern fitness center not only serves St. Luke's employees, but also serves the community with a total membership exceeding 1,400. In FY '11, SL-Bethlehem initiated a major expansion into Monroe County with the purchase of Pocono MRI & Imaging Center and Pocono Medical Associates of Monroe County, which includes five primary care physicians, seven physician specialists and three physician assistants. Areas of exceptional medical expertise include: - level I adult trauma center: fully accredited by Pennsylvania Trauma Systems Foundation; more than 2,400 annual trauma patients; 1.68% mortality rate for severely injured patients 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; extensive published research. - oncology: St. Luke's Cancer Centers at Allentown, Bethlehem, Anderson hospitals provide care to approximately 2,211 new patients each year; first and only cancer program in Pennsylvania to earn the American College of Surgeons' highest quality recognition for three consecutive years (2004, 2007, 2010), only Pennsylvania program to receive award in 2010, award is top distinction attainable by caners programs across the U.S.; fellowship-trained surgical oncologists, medical oncologists, radiation oncologists, breast surgeon, thoracic surgeon, gynecologic oncologist, neurosurgical oncologist; advanced programs for melanoma (internationally 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 6 percent of U.S. hospitals (Society of Thoracic Surgeons); region's first accredited Chest Pain Center; region's first Joint Commission-certified heart failure program and one of two certified for stroke programs; comprehensive surgical services excluding heart transplants; established St. Luke's Heart Valve Center, St. Luke's Atrial Fibrillation Center, St. Luke's Vascular Center and St. Luke's Women's Heart Center, offering multidisciplinary approaches to diagnosis and treatment options. St. Luke's was selected as one of the few hospitals in the U.S. to offer Transaortic Valve Replacement (TAVR), a catheter-based valve replacement procedure, the first institution in the region approved to perform the TAVR procedure independently. St. Luke's is also one of the region's busiest sites for thoracic stent graft repair of thoracic aortic diseases resulting from trauma or aneurysms. In FY '12, St. Luke's was named one of the 50 Top Cardiovascular Hospitals in the nation by Thomson Reuters. St. Luke's Heart & Vascular Center has offices in Allentown, Bethlehem, Coaldale, Easton, East Stroudsburg, Quakertown and Wind Gap. - neuroscience: coordinated care is provided for neurology, neurosurgery, neuro rehabilitation, stroke, pain management, psychology and sleep services. accredited stroke center (Allentown/Bethlehem); additional centers of excellence include: balance center, headache center, epilepsy center (including an Epilepsy Monitoring Unit), memory disorders center, movement disorders center, normal pressure hydrocephalus center, brain and spine tumor center, multiple sclerosis center, and 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 shoulder, hand and elbow, traumatic injuries, comprehensive sports medicine - radiology/interventional services: enterprise agreement with GE Healthcare, making St. Luke's one of only a few healthcare networks in the country partnering with GE to develop new imaging technology through the use of all-digital systems. In addition, St. Luke's is an international show site for GE, bringing physicians from all of the world to visit the Network and observe procedures being performed by advanced equipment. St. Luke's was first in U.S. to install GE Discovery IGS 730 Hybrid Operating Room, an interventional suite that combines the best of imaging and surgical technology in one operating room; 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. A fully accredited vascular lab offers the latest ultrasound imaging, the Logic 9, which provides 3-D ultrasound images for optimal diagnosis.
COMMUNITY BENEFIT STATEMENT CONTINUED CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - women's/children's health: specialized care for high-risk pregnancy; one of the region's most utilized obstetrical services (Allentown/Bethlehem); two neonatal intensive care units (Allentown/Bethlehem); pediatric specialty care provided by St. Christopher's Hospital for Children and St. Luke's Pediatric Endocrinology and Gastroenterology. - robotic/minimally invasive surgery: Pennsylvania's most experienced robotic surgical teams; St. Luke's is the first hospital in the nation to offer patients "surgical guarantees." This unique program is provided for robotic prostatectomy and minimally invasive surgery for pelvic prolapse; St. Luke's fellowship-trained gynecologic oncologist performs robotic surgery for gynecologic cancers. St. Luke's Allentown Hospital ----------------------------- St. Luke's Allentown Hospital (SL-Allentown) 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 158-bed SL-Allentown has experienced triple digit increases in admissions and St. Luke's has invested more than $150 million in technologic and facility improvements. 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 SL-Allentown. The comprehensive program includes emergency care for heart attacks, provides 24 hours-a-day, seven days-a-week cardiac testing; cardiac catheterization electrophysiology studies and other cardiac procedures by some of the most experienced physicians in the region. SL-Allentown's bariatric surgery program has been designated a center of excellence by the American Society for Metabolic and Bariatric Surgery. SL-Allentown provides extensive education and support programs for bariatric patients. In August 2007, SL-Allentown 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 can receive high quality, compassionate, comprehensive and coordinated outpatient cancer care under one roof. SL -Allentown 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-sq. ft-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 more than 1,400 annual births. 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 was added to fill prescriptions for patients, visitors and employees. St. Luke's has added outpatient facilities in close proximity to SL-Allentown to meet the community's healthcare needs. These include, St. Luke's Family Health Center, a women's health center, St. Luke's Perinatal Center and St. Luke's Women's Imaging Center, as well as specialty St. Luke's physician practices for orthopedics, cardiology, pulmonology, nephrology and general surgery. Outpatient physical therapy is also provided. Construction began in May 2012 to expand and enhance the Pediatric Clinic, increasing the square footage from 2,000 to 3,400 sq. ft. In December 2011, SL-Allentown acquired a 107,000-sq.-ft. facility in a highly visible area adjacent to Allentown for development of St. Luke's West End Medical Center, an outpatient facility to supports SL-Allentown. Phase I opened in spring 2013. Additionally, a new 360 space parking deck at SL-Allentown, to improve access for patients and visitors, was added in 2013. St. Luke's Anderson Hospital ---------------------------- St. Luke's Anderson Hospital (Hospital), located in Bethlehem Township near the Route 33 interchange, opened on Nov. 11, 2011 and was the first new hospital in Pennsylvania in more than four decades. SL-Anderson is located on a 500-acre site owned by St. Luke's University Health Network and is LEED Certified. In addition to SL-Anderson, the first phase of site development includes an outpatient cancer center and a medical office building. ED volume has been 100 percent above projections and admissions/observations 70 percent above projections since SL-Anderson opened. Demand for ED services necessitated an 11,000-sq.-ft. expansion which opened in spring 2013. The new ED doubles capacity from 30,000 to 60,000 annual patient visits. In FY '12 (a partial year of SL-Anderson operations), SL-Anderson experienced 3,015 inpatient admissions, 32,052 outpatient visits and 14,763 ED visits. From the day it opened, SL-Anderson has been embraced by the public. ED patient satisfaction scores are at the 73th percentile and inpatient satisfaction at the 93rd percentile. An additional medical/surgical unit will open in June 2013, as well an additional operating room and cath lab space. The outpatient Cancer Center offers radiation oncology, neurosurgical oncology, medical oncology, surgical oncology, infusion and genetics counseling. A tranquil landscape, featuring a pond and walkways, is adjacent to the Cancer Center. The Infusion Therapy Department expanded from 9 to 13 bays to meet patient demand for services. The Medical Office Building provides imaging, physical therapy, laboratory and other outpatient testing, a health and fitness center and offices for a wide range of physician specialists. SL-Anderson is service oriented with a goal to reduce patient and family stress and anxiety and to provide a calm and reassuring environment by meeting, and often exceeding, their personal needs. Softer lighting is used in the hallways and the dcor is done in relaxing earth tones, available amenities include: plush robes; iPads to connect to the internet, a recliner and comfortable sofa bed in every room and an afternoon tea service. SL-Anderson also focuses on making its services easy to access. For example, MRI appointments are available on Saturdays and all-digital mammography is offered at 6:30 a.m. to accommodate working women. Areas of advanced clinical expertise include: Advanced imaging technologies such as a wide-bore MRI that offers uncompromised image quality; and a high-definition, low-dose CT that reduces radiation exposure up to 50 percent --fewer than 50 of these CTs have been installed in the U.S. Normal Pressure Hydrocephalus (NPH) Center - the first of its kind in the region, the center provides a unique multi-disciplinary approach for early diagnosis and treatment for NPH, an increase in intracranial pressure due to an abnormal accumulation of cerebrospinal fluid in the ventricles of the brain. Additionally, patients have access to tertiary and specialty care provided on site by physicians based at St. Luke's University Hospital as noted elsewhere in this document. St. Luke's Quakertown Hospital ------------------------------ St. Luke's Quakertown Hospital is a 62-bed hospital located in Quakertown, Bucks County, Pennsylvania. The hospital annually provides care for more than 3,400 inpatients and 85,000 outpatients and is recognized by the IRS as an Internal Revenue Code Section 501(c)(3) tax-exempt organization. Founded in 1926, St. Luke's Quakertown Hospital is accredited by the Joint Commission and provides patients with access to more than 275 physicians across 40 specialties. These specialty services include: - orthopedics, joint and muscle disorders - neurosurgery - oncology - cardiology - emergency services - general and laparoscopic surgery - pain management - vascular (arteries and veins) services - women's health - wound management center - dialysis and hemodialysis - physical and occupational therapy and rehabilitation - advanced radiology - sleep 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 $71 million in capital improvements to provide high quality healthcare to the region. According to a report published in May 2012 by the Pennsylvania Health Care Cost Containment Council, St. Luke's Quakertown Hospital provided the highest percent of uncompensated care as a percent of net patient revenue of any of the 23 hospitals in Pennsylvania's Region 8 in FY 2011.
COMMUNITY BENEFIT STATEMENT CONTINUED CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS The hospital continues to expand its services, as demonstrated by additions of the St. Luke's Bone & Joint Institute (2009), the St. Luke's Upper Perkiomen Outpatient Center (2010), and most recently the St. Luke's Heart & Vascular Center. The addition of these outpatient centers, which offer advanced technology and physician services, further enhances patients' ability to easily access state-of-the-art healthcare. St. Luke's Quakertown Hospital received a Montgomery Land Development Award for the development of the St. Luke's Upper Perkiomen Outpatient Center. Carbon Schuylkill Community Hospital, Inc. ------------------------------------------ Carbon Schuylkill Community Hospital, Inc. (d.b.a. St. Luke's Miners Hospital) is a fully accredited, not-for-profit, 45-bed acute care hospital, a home health agency and 48-bed skilled nursing facility located in Coaldale, Pennsylvania in Schuylkill County near the Carbon County border and providing care primarily to residents of Schuylkill, Carbon and Lower Luzerne counties in southeastern Pennsylvania. The hospital annually provides care for 2,000 inpatients and 82,000 outpatients and is recognized by the IRS as an Internal Revenue Code Section 501(c)(3) tax-exempt organization. Founded in 1910, the hospital celebrated its 100th year of community service in October 2010. The hospital became a member of the nationally recognized St. Luke's University Health Network in 2000. Accredited by the Joint Commission, St. Luke's Miners Hospital provides patients with access to more than 95 physicians across 24 medical specialties. These specialty services include: -orthopedics, joint and muscle disorders - oncology - cardiology - endocrinology - emergency services - general and laparoscopic surgery - vascular (arteries and veins) services - women's health - wound management - sleep disorders - pulmonology - sports medicine, physical therapy and rehabilitation - advanced radiology St. Luke's Miners Hospital is dedicated to providing patients and visitors with quality healthcare delivered with outstanding customer service. The Hospital received the Excellence from Quality Insights of Pennsylvania Award, recognizing successful implementation of best practices related to surgical care and health failure improvement projects. The Hospital offers a chest pain center, accredited by the Society of Chest Pain Centers. The Hospital opened a newly renovated $1.6 million six-bed ICU in September 2010. Since joining St. Luke's, the hospital has undergone $27 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 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 most recent renovations, additions and improvements include: - Emergency Department Fast Track Area Renovations - $100,000 - State-of-the-art Dexa Scanner purchased for the Radiology Department - $60,000 - Construction of new Infusion Center - $274,000 - Additional Operating Room equipment: Surgical Video System - $200,000; new Scope System - $160,000. St. Luke's Miners Geriatric Center is a fully accredited, 48-bed, hospital-based, skilled nursing facility located on the fifth floor of the hospital. Individualized short-term rehabilitation and long-term care serves are provided. ST. LUKE'S WARREN HOSPITAL, INC. -------------------------------- ST. LUKE'S WARREN HOSPITAL, INC. IS A TEACHING HOSPITAL FOR A THREE-YEAR FAMILY MEDICINE RESIDENCY PROGRAM. MORE THAN 193 COMPETENT AND CARING INDIVIDUALS HAVE ASSUMED A VARIETY OF PRIMARY-CARE POSITIONS IN COMMUNITIES ACROSS THE COUNTRY AFTER GRADUATING FROM THE ST. LUKE'S WARREN HOSPITAL FAMILY PRACTICE RESIDENCY PROGRAM. SLWH IS COMMITTED TO IMPROVING THE HEALTH AND WELL BEING OF ALL AREA RESIDENTS BY PROVIDING ACCESSIBLE, QUALITY MEDICAL CARE DELIVERED WITH RESPECT AND COMPASSION. SLWH SERVES ITS COMMUNITY THROUGH HEALTH EDUCATION, HEALTH SCREENINGS, GERIATRIC AND COMMUNITY BASED SERVICES. CONSISTENT WITH REVENUE RULING 69-545, ALL QUALIFIED PHYSICIANS ARE ELIGIBLE FOR MEDICAL STAFF PRIVILEGES AT OUR HOSPITAL. MEDICAL SERVICES OFFERED TO THE COMMUNITY IN 2012 INCLUDED (BUT NOT LIMITED TO) THE FOLLOWING: - AUDIOLOGY - BALANCE CENTER - BEHAVIORAL HEALTH - BREAST CARE - CANCER CARE AND CLINICAL TRIALS - CARDIAC - CENTER FOR POSITIVE AGING - DIABETES MANAGEMENT - EEG - EMERGENCY - GERIATRIC SERVICES - GEROPSYCHIATRIC PROGRAM - HEALTH AND WELLNESS CENTER - HEALTH EDUCATION - IMAGING (RADIOLOGY) - LABORATORY - LIFELINE (PERSONAL EMERGENCY RESPONSE SYSTEM) - MEDICAL/SURGICAL - NUTRITION COUNSELING - OCCUPATIONAL THERAPY - PHYSICAL THERAPY - PULMONARY - SHUTTLE TRANSPORTATION - SLEEP MEDICINE - SPEECH - SUPPORT GROUPS - VASCULAR LABORATORY - VOLUNTEERS - WOMEN'S HEALTH - WOUND HEALING 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 Pennsylvania's largest integrated healthcare networks and enjoys a national reputation for clinical excellence. St. Luke's provides services at more than 150 locations which include five Pennsylvania hospital sites and St. Luke's Warren Hospital in Phillipsburg, NJ. More than 350 employed primary care, specialty care and hospitalist physicians provide services at more than 125 practice sites, as well as in all Network hospitals. St. Luke's also includes: various outpatient testing and service facilities, home health, inpatient/outpatient hospice services, and other related organizations. St. Luke's offers emergency and transport services in Pennsylvania and New Jersey and is the largest hospital-based EMS unit in Pennsylvania. In FY '12, St. Luke's provided treatment and services to 43,303 admissions and 3,801 observations for a cumulative 47,104 patients. The medical staff of St. Luke's Pennsylvania hospitals includes 1,266 physicians with 96% of them board certified. The medical staff of St. Luke's Warren Hospital is comprised of 243 physicians. St. Luke's encompasses more than 8,600 employees, making St. Luke's the region's second largest employer, and more than 1,350 volunteers. Awards and Clinical Achievements -------------------------------- The Network has received 59 significant awards for clinical excellence and efficient management, as well as additional national and state recognition for clinical excellence. These include, but are not limited to: National Awards - Named 2012 Thomson Reuters Top 50 Cardiovascular Hospital. - 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 6 percent of U. S. hospitals achieve this distinction. - Fully accredited Level I Adult Trauma Center (1.68 percent mortality, top decile, National Trauma Data Bank). - First and only PA cancer program to receive American College of Surgeons' highest quality recognition for three consecutive survey cycles; only PA program to receive award in 2010. - St. Luke's Allentown/Bethlehem received Joint Commission's Disease Specific Care Certification for Stroke. - Designated Center of Excellence by American Society for Metabolic and Bariatric Surgery and Surgical Review corporation; Medicare patients are required to utilize Center of Excellence bariatric programs; zero mortality, top decile performance length of stay. - Only hospital in region named one of the nation's 100 Top Hospitals (Truven); St. Luke's honored twice. - Received 2012 American Heart Association Stroke Quality Achievement Award. State Awards - Received seven HAP Achievement Awards (2010) most ever by one health care organization. NCQA Certification - Highest number of physicians in the state to achieve certification in diabetes care.
COMMUNITY BENEFIT STATEMENT CONTINUED CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Leader in P4P/VBP Initiatives - 2003 - 2009 CMS/Premier Hospital Quality Improvement Demonstration. - Only participating hospital in the region. - Received bonus payments in all five clinical areas in all six years. - One of only 230 participating hospitals nationwide. - Premier QUEST Demonstration Project. - Three St. Luke's hospitals are top performers in all three measures; evidence-based care, mortality, efficiency. - SLB 9th lowest mortality of 157 hospitals nationwide. - Highmark Quality BLUE 2011 and 2012 P4P Programs. - Attained maximum achievement level for CAUTI, Stroke Care, Emergency Department throughput and Perinatal Care projects. - Received awards for greatest percent improvement and highest overall compliance. - 2013 CMS VBP Program. - All eligible St. Luke's Hospitals qualified for a payment reward based on performance in HCAHPS and 12 evidence-based care measures. - Only 50 percent of hospitals nationwide qualified for reward payment. Other Outstanding Achievements - Region's first and only medical school campus - 1st in the region to earn the distinction to perform TAVR procedures independently (without a proctor) - July 25, 2013. - Evidence-based care measures for Cardiac Surgery and AMI at 100 percent compliance for CY2012. - 100 percent performance for AMI Door-to-Procedure of 90 minutes for 24 consecutive months at all three St. Luke's Cath Labs. - A leader in state and national programs to improve Perinatal Care. Current early elective delivery rate of 1.3 percent is well below the national rate of 5 percent. - Central line associated blood stream infection rate is significantly better than the national rate as reported by CMS. - 11th consecutive year as one of region's most utilized OB programs (Allentown/Bethlehem). - St. Luke's (Allentown/Bethlehem) received the Inez and Edward Donnelly Award for children's advocacy in 2010 presented 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 and Temple University School of Medicine have developed the Medical School of Temple University/St. Luke's University 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 University Hospital in Bethlehem. The inaugural class began August, 2011, followed by the second class in August 2012. 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, teach the first year doctoring course in Philadelphia. In the wake of the nation's greatest physician shortage in history, St. Luke's expects to graduate 300 physicians in 10 years and retain 50 percent - 150 physicians - in the region served by St. Luke's University Health Network. St. Luke's is also a comprehensive clinical teaching campus for the Temple University School of Medicine. Third- and fourth -year medical students enrolled at Temple may complete their clinical rotations at St. Luke's University Hospital Graduate medical education and other education programs -------------------------------------------------------- St. Luke's has a long history of involvement in medical education, especially graduate medical education and is one of only 400 members of the prestigious Council of Teaching Hospitals. 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 180 interns/residents/fellows train at Luke's 23 fully accredited programs Medical education programs are conducted primarily at the Bethlehem and Allentown campuses. St. Luke's residency programs include: dental, emergency medicine, family medicine, internal medicine, general surgery, obstetrics and gynecology, orthopaedic surgery, pharmacy, podiatry; fellowships include: sports medicine, hospice and palliative care, geriatrics, cardiology, surgical critical care, podiatric dermatology. St. Luke's offers the following advanced practitioner programs: Certified Registered Nurse Anesthetist Program (enrollees from La Salle University), Certified Registered Nurse Practitioner Programs (enrollees from DeSales University, Drexel University), Emergency Medicine PA/NP Fellowships, Trauma/Surgical Critical Care PA/NP Fellowships, Physician Assistant Program (enrollees from Clemson University, DeSales University, King's College, Penn State University) and Physician Assistant Observer Programs. St. Luke's serves as a major training site for allied health professions, Yearly, more than 200 allied health students spend more than 55,000 hours at St. Luke's - an average of 250 hours per student. Allied health professionals work in teams to facilitate functionality of the healthcare system through provision of a range of diagnostic, technical, therapeutic and direct patient care and support services. Allied health professionals train in many disciplines including lab, medical assistants, MRI, nuclear medicine, phlebotomy, physical/occupational therapy, athletic trainers, radiology and respiratory care. Students from 22 colleges, universities and technical institutes are enrolled in St. Luke's programs. St. Luke's also trains students in surgical technology in its own School of Surgical Technology. Additional educational programs include: pastoral care, pharmacy and hospital administration internships. St. Luke's School of Nursing ---------------------------- St. Luke's University Hospital of Bethlehem, Pennsylvania was the fourth hospital in the United States to operate a school for nurses. Established in 1884, 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 of Nursing is approved by the Pennsylvania State Board of Nursing and was fully reaccredited in 1997 by the Accreditation Commission of the National League for Nursing. More than 140 students are enrolled in the 20-month program. In partnership with Moravian College in Bethlehem, St. Luke's also offers an accredited four-year BS in Nursing Program for more than 140 enrolled students and accredited MS Nursing Programs in three areas: Nurse Educator, Nurse Administrator, Clinical Nurse Leader. More than 50 St. Luke's nurses are enrolled in the Master's programs. Community Support ----------------- In keeping with their commitment to the communities they serve, St. Luke's University Hospital, St. Luke's Allentown Hospital and St. Luke's Anderson Hospital offer a variety of free services/screenings for community-run events throughout the year. Services offered include: St. Luke's Community Health Department's mission is to improve the health status and quality of life of the community, especially for individuals with limited resources. St. Luke's provides the administrative leadership, staff and financial support for the Bethlehem Partnership for a Healthy Community. Established in 1996 by the Board of Trustees of St. Luke's University Health Network, the Partnership is a national model for collaborative efforts to improve access to health care services. Currently more than 200 participating / funding agencies, including those from local business, government, educational and community organizations, are actively involved in Partnership programs. The Partnership philosophy is through community participation with shared responsibility, the physical, mental, emotional and spiritual wellness of individuals and the quality of life in the community can be enhanced. Services are provided primarily to at-risk and underserved children and adults through St. Luke's four mobile health/dental vans.
COMMUNITY BENEFIT STATEMENT CONTINUED CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Under St. Luke's leadership, Partnership achievements for FY '12 included: Mobile Youth Health Centers traveled to area high schools, middle schools and adolescent shelters and provided nearly 2,000 patient visits to 238 individual uninsured students; Mobile Dental Center visited more than 30 schools and agencies throughout the region and provided dental care to for 2,811 patient visits for low-income, at-risk children; provided specialized pediatric dental care and adult care at the Easton Dental Center for 3,995 patient visits; the Dental Health Center in South Bethlehem provided care for 3,995 patient visits; provided primary and preventive care for low-income families through 2,583 patient visits at the Donegan Fowler Family Center at Donegan Elementary School in South Bethlehem [According to Gateway Health Plan, adolescent well-care visit (12-21 years) completion rate rose to 95 percent, as compared to the previous year at 88 percent and children's access to primary care physician increased to 94 percent vs. 88 percent the previous year.]; provided tobacco cessation counseling to 339 clients; and provided free health screenings, prevention education and referral services provided to community members living in low-income neighborhoods. Other St. Luke's Community Health Department outreach efforts included programs designed to reduce minority health disparities such as a community-health center network, access to culturally and linguistically responsive services and specific community-based services. These initiatives are an extension of the Partnership's approach to set long-term strategies aimed at achieving measurable improvement in the health status of the Lehigh Valley's local minority community. St. Luke's Nurse-Family Partnership is an evidence-based, nurse home visiting program to improve the health, well-being and economic self-sufficiency of low-income, first-time parents and their children. Care is provided in this voluntary prevention program by specially trained registered nurses beginning early in the mother's pregnancy and continuing until her child's second birthday. The Nurse-Family Partnership served 374 families residing in the Lehigh Valley (encompassing the cities of Allentown, Bethlehem and Easton and the surrounding rural areas) during FY '12. Parent Advocate in the Home (PATH) provides health and supportive services to families with children age 3 years or younger. In FY '12, PATH provided 6,696 hours of services to 376 families through 3,435 visits. A visiting nurse assists families to understand child growth and development, home safety, discipline, healthy eating, problem solving and parenting. This program focuses on early child development, nutrition, health and preparing the families and their children to be ready for school. The Visiting Nurse Advocate provides child health monitoring and child advocacy services to children living in troubled homes in Northampton and Lehigh counties, in Southeastern Pennsylvania. In FY '12, 8,568 hours of service were provided to 226 families. In FY '12, the Community Health Department provided HIV prevention education through its AIDS Service Center to 5,373 individuals; HIV testing and counseling to 196 community members. Case management and supportive services were provided to 305 clients accounting for 10,651 Network patient visits throughout the year. St. Luke's and Lehigh University formed a highly successful partnership in 2009 to develop and implement Reading Rocks!, a reading supplemental/mentoring program for at-risk students at Donegan Elementary School in South Bethlehem. St. Luke's assumes all costs associated with this program. In FY '12, Reading Rocks! provided reading services to 383 students and collected 16,000 books to distribute to the children. St. Luke's offers an extensive Network of pediatric and adult medical and specialty clinics at various easily accessible locations. In FY '12 more than 110,000 clinic patient visits were provided. In December 2008, the Board of Trustees of St. Luke's University Health Network redesigned the Network's Charity Care Program for patient access to discounted hospital services. The Network has established a community benefit tracking system to comply with new IRS Form 990 Guidelines (effective 2009) to report community benefit activities / expenditures. Additional community supported included, but is not limited to, the following: -Opening of St. Luke's Anderson Hospital community event: 3,500 people attended the two-day Hospital Open House Weekend on Oct. 15, 16, 2011; Hospital tours provided; screenings included: blood pressure, bone density and children's height and weight checks; health and safety, Hospital technology and specialist service information provided; event services and programs provided through 120 hours of clinical service hours and 71 hours of non-clinical volunteer hours; 120 hours of nutritional services to prepare/serve food, 16 hours of security/housekeeping services. Total cost: $32,000. -St. Luke's Anderson Campus Community Day, June 2, 2012; 1,300 people attended; activities included: Hospital and St. Luke's Health & Fitness Center tours, free screenings (dexa heel scans, cholesterol, grip strength testing, balance/fall, vascular, skin cancer, blood pressure, body composition analysis, sun safe information, family and friends CPR); children' activities focused primarily on safety; event services and programs provided through 64 hours of clinical service hours,132 hours non-clinical volunteer hours; 78 hours nutritional services to prepare/serve $3,500 in food; 8 hours of security/housekeeping services; $21,500 costs, excluding food. - St. Luke's hospitals in Allentown, Bethlehem and Bethlehem Township offered a full range of free health screenings, immunizations, educational programs, health fairs, first aid services, tours of hospital facilities and numerous other community programs. These programs served 178,695 people -St. Luke's employees also sponsor an annual children's winter coat drive, purchasing new coats and other articles of clothing for more than 100 children in need. - Adolescent Career Mentoring Program: the goal is to create a long-term impact both for low-income youth and the general minority community by increasing diversity of the workforce providing healthcare. As of the end of FY '12, 24 youths from the Program were employed by St. Luke's University Health Network. -School-to-Work Program: Now in its 15th year of operation, the program exposes at-risk youth to career options while strengthening language skills; 39 hospital departments participate in this program providing observational experiences for the students to explore potential careers while practicing their English. 94 percent of enrolled students successfully completed the program and their collective average GPA rose from 2.9 percent in FY '11 to 3.1 in FY '12. The Health Career Exploration Program and the Next-Step Program build upon experiences and skills the students receive in the School-to-Work Program and give the youths the opportunity to work part-time within St. Luke's, learning specific skills while gaining actual work experiences. -InfoLink toll-free health information telephone number: more than 50,000 callers annually are assisted with a range of services including registration for free community health programs, screenings and other health services, referrals to physicians and information on St. Luke's charity care program at a cost of $272,248. - television program : St. Luke's produces a live, call-in weekly television program that highlights various healthcare topics and weekly reaches more than 200,000 viewers at an annual cost of $104,954. St. Luke's physicians and other healthcare providers supply information on healthy living, health screenings, advances in healthcare treatment and technology and related topics.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION A; QUESTION 4 ON JANUARY 31, 2012, ST. LUKE'S UNIVERSITY HEALTH NETWORK, INC. PURCHASED WARREN HEALTHCARE, INC., A NOT FOR-PROFIT HOLDING COMPANY. WARREN HEALTHCARE, INC. AND ITS SUBSIDIARIES BECAME A PART OF THE ST. LUKE'S CORPORATE SYSTEM. ON THIS DATE THE ORGANIZATION BECAME THE SOLE MEMBER OF WARREN HEALTHCARE, INC. AND THE SOLE MEMBER OF WARREN HOSPITAL BECAME ST. LUKE'S UNIVERSITY HOSPITAL. THE SUBSIDIARIES INCLUDE (A) WARREN HOSPITAL, A NOT FOR-PROFIT ACUTE CARE FACILITY LOCATED IN PHILLIPSBURG, NEW JERSEY, (B) WARREN RISK RETENTION GROUP, (C) WARREN PA PROFESSIONAL ALLIANCE, INC., (D) WARREN HEALTH CARE ALLIANCE, P.C., AND (E) HILLCREST EMERGENCY SERVICES, P.C. ALSO INCLUDED IN THE ACQUISITION WAS (A) THE WARREN HOSPITAL FOUNDATION, INC., A NOT FOR-PROFIT CHARITABLE FOUNDATION, (B) HILLCREST MANAGEMENT SERVICES ORGANIZATION, INC., AND (C) TWO RIVERS ENTERPRISES, INC. IN CONNECTION WITH THE ACQUISITION, WARREN HOSPITAL'S NAME WAS CHANGED TO ST. LUKE'S WARREN HOSPITAL, INC., THE PARENT'S NAME WAS CHANGED TO ST. LUKE'S WARREN HEALTHCARE, INC. AND THE FOUNDATION WAS RENAMED ST. LUKE'S WARREN HOSPITAL FOUNDATION, INC.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 11b THE ORGANIZATION IS THE PARENT ENTITY OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED 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 UNIVERSITY HEALTH NETWORK FINANCE COMMITTEE WAS UPDATED AS TO THIS ORGANIZATION'S CURRENT YEAR FORM 990 PRIOR TO FILING. 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 PROVIDED 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 UNIVERSITY 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.
RELATED HOURS DISCLOSURE CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS THE PARENT ENTITY OF THE ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF DIRECTOR MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE NETWORK. THE HOURS SHOWN ON THIS FORM 990 FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENTS THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF DIRECTORS OF OTHER RELATED ORGANIZATIONS IN THE NETWORK, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY ONE HOUR. THE HOURS REFLECTED ON PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY AND PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE NETWORK; NOT SOLELY THIS ORGANIZATION.
INDEPENDENT CONTRACTORS INFORMATION CORE FORM, PART VII, SECTION B This organization is THE PARENT ENTITY OF the St. Luke's University 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 University 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.
BALANCE SHEET RESTATEMENT CORE FORM, PART X In 2012, St. Luke's determined that the estimated fair value of the total return interest rate swaps were not correct in that they did not reflect the estimated current market prices that would be considered in a termination payment as of the balance sheet date if St. Luke's were to elect to terminate the swaps without redeeming the bonds. Although St. Luke's has no intention to do so, the agreements allow for this possibility and, as a result, must be taken into consideration in determining the estimated fair value of the swaps on a standalone basis. Management has evaluated this error and concluded that it was not material to any prior period. As a result, a revision has been made to correct the previously issued financial statements to account for a related unrealized loss on the value of the swaps. This change has also been reflected in Part X of the Core Form of this Form 990.
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; $1,596,651; - NET ASSETS RELEASED TO SPECIFIC PURPOSE FUND; ($35,676); - NET UNREALIZED LOSSES ON INVESTMENTS; ($10,565,680); - CHANGE IN FAIR MARKET VALUE OF TOTAL RETURN SWAP; ($31,184,808); - EXTRAORDINARY GAIN ON SALE OF AMBULATORY SURGERY; $431,656; - CHANGE IN ADDITIONAL PENSION LIABILITY; ($59,803,582); - CONTRIBUTIONS/DONATIONS RECEIVED - TEMPORARILY RESTRICTED; $2,316,012; - PLEDGES RECEIVED - TEMPORARILY RESTRICTED; ($4,731,303); - NEW PLEDGES- TEMPORARILY RESTRICTED; $2,844,984; - INCOME FROM INVESTMENTS - TEMPORARILY RESTRICTED; $65,080; - NET UNREALIZED LOSSES ON SALE OF INVESTMENTS - TEMPORARILY RESTRICTED; ($28,840); - NET ASSETS RELEASED (PLEDGES) FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY AND EQUIPMENT (BUILDING FUND) - TEMPORARILY RESTRICTED; ($296); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY AND EQUIPMENT - TEMPORARILY RESTRICTED; ($489,692); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS - TEMPORARILY RESTRICTED; ($1,253,003); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR CAPITAL CAMPAIGN - TEMPORARILY RESTRICTED; ($130,653); - INCOME TRANSFERRED TO OPERATIONS - TEMPORARILY RESTRICTED; ($65,080); - ALLOWANCE FOR PLEDGES WRITTEN OFF AND ACTUAL WRITE-OFFS - TEMPORARILY RESTRICTED; ($24,824); - APPRECIATION TRANSFER FROM ENDOWMENT - TEMPORARILY RESTRICTED; ($579,431); - INCOME TRANSFER FROM ENDOWMENT - TEMPORARILY RESTRICTED; $178,674; - INCOME TRANSFER FROM UNRESTRICTED NET ASSETS - TEMPORARILY RESTRICTED; $35,676 - CONTRIBUTIONS/DONATIONS RECIEVED - PERMANENTLY RESTRICTED; $3,465,566; - INCOME FROM INVESTMENTS - PERMANENTLY RESTRICTED; $1,051,888; - NET REALIZED GAIN ON SALE OF INVESTMENTS - PERMANENTLY RESTRICTED; $1,776,785; - NET UNREALIZED LOSS ON INVESTMENTS - PERMANENTLY RESTRICTED; ($2,330,713); - INCOME RELEASED AND TRANSFERRED TO GENERAL FUND FOR OPERATIONS - PERMANENTLY RESTRICTED; ($1,373,867); - APPRECIATION TRANSFER TO TEMPORARILY RESTRICTED - PERMANENTLY RESTRICTED; $36,332; - APPRECIATION TRANSFER TO GENERAL FUND - PERMANENTLY RESTRICTED; $543,098; - INCOME TRANSFER TO TEMPORARILY RESTRICTED - PERMANENTLY RESTRICTED; ($178,675) AND - WARREN ELIMINATIONS - ($6,917,028).
AUDITED FINANCIAL STATEMENTS CORE FORM, PART XII; QUESTION 2 THE TAXPAYER IS THE PARENT ENTITY OF ST. LUKE'S UNIVERSITY 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, 2012 AND JUNE 30, 2011; 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 UNIVERSITY 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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

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
2011
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,PA18015
23-1352213 		HEALTH SVCS. PA 501(C)(3) HOSPITAL SLHN INC
 
Yes
 
(2) ST LUKE'S QUAKERTOWN HOSPITAL

801 OSTRUM STREET

BETHLEHEM,PA18015
23-1352203 		HEALTH SVCS. PA 501(C)(3) HOSPITAL SLHN INC
 
Yes
 
(3) CARBON-SCHUYLKILL COMMUNITY HOSPITAL

801 OSTRUM STREET

BETHLEHEM,PA18015
25-1550350 		HEALTH SVCS. PA 501(C)(3) HOSPITAL SLHN INC
 
Yes
 
(4) QUAKERTOWN REHABILITATION CENTER

801 OSTRUM STREET

BETHLEHEM,PA18015
23-2543924 		HEALTH SVCS. PA 501(C)(3) 170B1AIII SLHN INC
 
Yes
 
(5) ST LUKE'S EMERGENCY & TRANSPORT SVCS

801 OSTRUM STREET

BETHLEHEM,PA18015
23-2179542 		HEATLH SVCS. PA 501(C)(3) 170B1AIII SLHN INC
 
Yes
 
(6) ST LUKE'S PHYSICIAN GROUP INC

801 OSTRUM STREET

BETHLEHEM,PA18015
23-2380812 		HEALTH SVCS. PA 501(C)(3) 509(A)(3) SLHN INC
 
Yes
 
(7) VNA OF ST LUKE'S - HOME HEALTHHOSPICE

801 OSTRUM STREET

BETHLEHEM,PA18015
24-0795497 		HEALTH SVCS. PA 501(C)(3) 509(A)(1) BETHLEHEM
 
 
No
(8) HOMESTAR MEDICAL EQUIP & INFUSION SVCS

801 OSTRUM STREET

BETHLEHEM,PA18015
23-2418254 		INACTIVE PA 501(C)(3) 509(A)(2) VNA
 
 
No
(9) ST LUKE'S HHN AUXILIARY INC

801 OSTRUM STREET

BETHLEHEM,PA18015
23-2134479 		FUNDRAISING PA 501(C)(3) 170B1AIII NA
 
 
No
(10) ST LUKE'S WARREN HOSPITAL INC

185 ROSEBERRY STREET

PHILLIPSBURG,NJ08865
22-1494454 		HEALTH SVCS. NJ 501(C)(3) HOSPITAL BETHLEHEM
 
 
No
(11) ST LUKE'S WARREN HEALTHCARE INC

185 ROSEBERRY STREET

PHILLIPSBURG,NJ08865
22-2522478 		HOLDING CO. NJ 501(C)(3) 509(A)(3) SLHN INC
 
Yes
 
(12) ST LUKE'S WARREN HOSPITAL FDN INC

185 ROSEBERRY STREET

PHILLIPSBURG,NJ08865
22-2522476 		SUPPORT SLWH NJ 501(C)(3) 509(A)(3) SLWH INC
 
 
No
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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  
C CORP.      
(2) ST LUKE'S HEALTH NETWORK INSURANCE COMP
801 OSTRUM STREET
BETHLEHEM,PA180151000
75-2993150 		FINANCIAL VEHICLE VT  
C CORP.      
(3) ST LUKE'S HOSP OF BETH PA AMBUL SURGERY
801 OSTRUM STREET
BETHLEHEM,PA180151000
23-3018850 		HEALTHCARE SVCS. PA  
C CORP.      
(4) ST LUKE'S PHYSICIAN HOSPITAL ORG
801 OSTRUM STREET
BETHLEHEM,PA180151000
23-2786818 		HEALTHCARE SVCS. PA  
C CORP.      
(5) HILLCREST EMERGENCY SERVICES PC
185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
20-4429976 		HEALTHCARE SVCS. NJ  
C CORP.      
(6) HILLCREST MANAGEMENT SERVICES ORG INC
185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
22-2591084 		BILLING & MGMT NJ  
C CORP.      
(7) TWO RIVERS ENTERPRISES INC
185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
52-1552606 		REAL ESTATE NJ  
C CORP.      
(8) WARREN PA PROFESSIONAL ALLIANCE INC
185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
20-2652788 		HEALTHCARE SVCS. NJ  
C CORP.      
(9) ST LUKE'S WARREN PHYSICIAN GROUP PC
185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
22-3837316 		HEALTHCARE SVCS. NJ  
C CORP.      
(10) WARREN RISK RETENTION GROUP INC
865 MEMORIAL PARKWAY
PHILLIPSBURG,NJ08865
20-0250315 		FINANCIAL VEHICLE VT  
C CORP.      
(11) HILLCREST PSYCHIATRIC SERVICES PC
185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
27-0634298 		INACTIVE NJ  
C CORP.      
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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 related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
TRANSACTIONS WITH RELATED ORGANIZATIONS SCHEDULE R, PART V AS OUTLINED IN SCHEDULE O, ST. LUKE'S HOSPITAL OF BETHLEHEM PA ROUTINELY PAYS EXPENSES FOR VARIOUS AFFILIATES WITHIN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK IN THE ORDINARY COURSE OF BUSINESS, INCLUDING THIS ORGANIZATION. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
Additional Data


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