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 private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
SAINT LUKES HEALTH SYSTEM INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
901 EAST 104TH STREET MAILSTOP 900S
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64131
D Employer identification number

43-1747502
E Telephone number

G Gross receipts $ 140,400,436
F Name and address of principal officer:
CHARLES V ROBB
901 EAST 104TH STREET MAILSTOP 900S
KANSAS CITY,MO64131
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SAINTLUKESHEALTHSYSTEM.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1996
M State of legal domicile: KS
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: OPERATE INTEGRATED HEALTH CARE DELIVERY SYSTEM
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 9
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 1,258
6 Total number of volunteers (estimate if necessary) ............. 6 12
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 487,575
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 363,998 358,572
9 Program service revenue (Part VIII, line 2g) ......... 98,139,611 139,993,389
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 6,950 48,475
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)................... 98,510,559 140,400,436
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 330,175 353,179
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) 47,613,309 75,560,632
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–24e).... 51,246,372 65,434,804
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 99,189,856 141,348,615
19 Revenue less expenses. Subtract line 18 from line 12....... -679,297 -948,179
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 172,159,026 173,132,978
21 Total liabilities (Part X, line 26)............. 104,837,319 136,294,191
22 Net assets or fund balances. Subtract line 21 from line 20..... 67,321,707 36,838,787
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 MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: SAINT LUKE'S HEALTH SYSTEM IS A FAITH-BASED, NOT-FOR-PROFIT ALIGNED HEALTH SYSTEM COMMITTED TO THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH CARE AND HEALTH RELATED SERVICES IN A CARING ENVIRONMENT. WE ARE DEDICATED TO ENHANCING THE PHYSICAL, MENTAL AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE.
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 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 $ 138,142,984 including grants of $ 353,179 ) (Revenue $ 139,993,389 )
SAINT LUKES HEALTH SYSTEM (SLHS) MANAGES AN INTEGRATED HEALTHCARE DELIVERY SYSTEM AND PROVIDES COMMON MANAGEMENT AND VARIOUS CENTRALIZED SERVICES TO AFFILIATED ENTITIES. SLHS MANAGES AND OPERATES 10 HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION-ORIENTED HEALTH CARE DELIVERY SYSTEM TO SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. PRIMARY BUSINESS OPERATIONS OF THE SYSTEM INCLUDE ACUTE AND BEHAVIORAL HEALTH-RELATED SERVICES IN BOTH HOSPITAL AND CLINIC SETTINGS, HOME CARE, AND CARE TO THE TERMINALLY ILL. SLHS ALSO OFFERS WEB-BASED HEALTH INFORMATION TO THE COMMUNITY THROUGH ITS WEBSITE.
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 expensesMediumBullet138,142,984
Form 990 (2014)
Form 990 (2014)
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 (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? 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 IIIClick to see attachment............................
5
 
No
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 for escrow or custodial account liability; 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
 
No
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, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick 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 VIIIClick to see attachment.......
11c
 
No
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 IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick 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 and XII 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 and XII 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, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
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 (see instructions) ....
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 hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
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
Yes
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or 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......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
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 direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule 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, Part II, III, or IV, and Part 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
Yes
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
629
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
Yes
 
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
1,258
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions?...
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
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 or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
12
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
9
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
 
No
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 this 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTHE ORGANIZATION

901 EAST 104TH STREET MAILSTOP 900S
KANSAS CITY,MO64131 (816) 932-3377
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) GREGORY BENTZ........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(2) MARSHALL DEAN........................................................................
DIRECTOR - TREASURER
 2.00
.......................   		X   X       0 0 0
(3) DAVID GIBSON........................................................................
DIRECTOR - VICE CHAIR
 2.00
.......................   		X   X       0 0 0
(4) MELINDA ESTES MD........................................................................
DIR - PRESIDENT AND CEO
 50.00
.......................   		X   X       1,621,971 0 236,083
(5) RET REV MARTIN FIELD........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(6) J CHRIS PERRYMAN MD........................................................................
DIRECTOR & PHYSICIAN
 2.00
.......................40.00 		X           0 261,339 30,689
(7) THOMAS W WAGSTAFF........................................................................
DIRECTOR - CHAIR
 2.00
.......................   		X   X       0 0 0
(8) RICHARD NORDEN........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(9) JOHN PHILLIPS........................................................................
DIRECTOR - SECRETARY
 2.00
.......................   		X   X       0 0 0
(10) JOHN MACDONALD........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(11) THOMAS BROWN........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(12) THOMAS JACKSON........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(13) CHERYL BEVEL........................................................................
VP DIVERSITY-TERM END IN 2014
 50.00
.......................   		    X       124,702 0 15,056
(14) ROBERT BONNEY........................................................................
ASST SECR & SR VP
 50.00
.......................   		    X       625,726 0 229,444
(15) DEBORAH GASH........................................................................
VP CHIEF INFORMATION OFFCR
 50.00
.......................   		    X       422,577 0 69,624
(16) RANDALL HOUSE........................................................................
VP HEALTH INFORMATICS
 50.00
.......................   		    X       293,900 0 60,310
(17) ELIZABETH CESSOR........................................................................
VP MISSION & COMMUNITY SVC
 50.00
.......................   		    X       225,553 0 34,885
Form 990 (2014)
Form 990 (2014)
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 (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CAROL MEYER........................................................................
VP FINANCE
 50.00
.......................   		    X       300,329 0 41,500
(19) DAWN MURPHY........................................................................
SR VP HUMAN RESOURCES
 50.00
.......................   		    X       410,780 0 158,157
(20) SCOTT PESTER........................................................................
VP REIMBURSEMENT
 50.00
.......................   		    X       240,079 0 55,279
(21) CHARLES V ROBB........................................................................
SR VP & CFO
 50.00
.......................   		    X       932,663 0 246,296
(22) NANCY SEELEN........................................................................
VP TERM END IN 2014
 50.00
.......................   		    X       112,563 0 8,450
(23) DON SIPES........................................................................
VP REGIONAL SERVICES
 40.00
.......................10.00 		    X       427,605 0 61,083
(24) SALLY THIEMAN........................................................................
VP RISK & COMPLIANCE
 50.00
.......................   		    X       265,606 0 62,476
(25) DIANE WATKINS........................................................................
VP REVENUE CYCLE
 50.00
.......................   		    X       246,282 0 45,847
(26) RENE GILLESPIE........................................................................
VP TAXATION
 50.00
.......................   		    X       240,531 0 42,711
(27) KATHERINE HOWELL........................................................................
CHIEF NURSE EXEC
 50.00
.......................50.00 		    X       410,299 0 74,745
(28) KAREN KRAMER........................................................................
VP INTERNAL AUDIT
 50.00
.......................   		    X       196,916 0 46,663
(29) LEONARDO LOZADA MD........................................................................
CHIEF PHYSICIAN EXEC
 50.00
.......................   		    X       739,810 0 123,129
(30) JULIE QUIRIN........................................................................
SR VP CONTINUUM CARE & HOSP CEO
 10.00
.......................40.00 		    X       0 712,230 136,944
(31) ANNE STRASSFELD........................................................................
SR VP GENERAL COUNSEL
 50.00
.......................   		    X       452,113 0 81,078
(32) ROBERT OLM-SHIPMAN........................................................................
VP PLANNING&PROJECT MGT
 50.00
.......................   		    X       196,370 0 48,946
(33) REBECCA SESLER........................................................................
VP MARKETING & COMMUNICATIONS
 50.00
.......................   		    X       203,283 0 47,864
(34) TIMOTHY VANZANDT........................................................................
VP PUBLIC AFFAIRS
 50.00
.......................   		    X       160,120 0 31,430
(35) MICHAEL DARLING........................................................................
VP SUPPLY CHAIN
 50.00
.......................   		    X       132,178 0 23,588
(36) CYNTHIA CHRISTENSEN........................................................................
CONTROLLER
 50.00
.......................   		        X   286,410 0 45,945
(37) TODD HATTON........................................................................
IT DIRECTOR
 50.00
.......................   		        X   223,776 0 35,300
(38) WILLIAM DANIEL........................................................................
CHIEF QUALITY OFFCR & PHYS
 50.00
.......................   		        X   563,406 0 85,868
(39) JAMIE ALLEN........................................................................
SENIOR COUNSEL
 50.00
.......................   		        X   209,668 0 21,349
(40) GARY RIPPLE........................................................................
CHIEF MEDICAL OFFCR-TELEMED
 50.00
.......................   		        X   303,596 0 28,774
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 10,568,812 973,569 2,229,513
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet108
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
EPIC SYSTEMS CORP

PO BOX 88314
MILWAUKEE,WI532880314 		CONSULTING SERVICES 11,366,232
JE DUNN

1001 LOCUST ST
KANSAS CITY,MO64106 		CONSTRUCTION AND CONSTRUCTION MGMT 6,842,166
NORDIC CONSULTING PARTNERS INC

740 REGENT ST STE 400
MADISON,WI53175 		CONSULTING SERVICES 6,475,754
TEK SYSTEMS

7437 RACE RD
HANOVER,MD21076 		SOFTWARE SUPPORT 6,017,720
MCKESSON INC

ONE POST ST
SAN FRANCISCO,CA94104 		SOFTWARE SUPPORT 5,009,935
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet74
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		358,572
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 358,572
Program Service RevenueAmt Business Code
2a HEALTH SYSTEM SERVICES 561000 138,911,630 138,911,630    
b EICU PROGRAM 621110 738,427 738,427    
c OTHER PROGRAM REVENUE 561000 343,332 343,332    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 139,993,389
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 48,475   487,575 -439,100
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(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        
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      
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        
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        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 140,400,436 139,993,389 487,575 -439,100
Form 990 (2014)
Form 990 (2014)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 353,179 353,179
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ....    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 10,826,600 10,826,600    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 49,180,725 49,180,725    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 3,925,728 3,925,728    
9 Other employee benefits ....... 7,641,235 7,641,235    
10 Payroll taxes ........... 3,986,344 3,986,344    
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,697,274   2,697,274  
c Accounting ........... 500,957   500,957  
d Lobbying ........... 86,813 86,813    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 2,385 2,385    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 4,945,576 4,938,176 7,400  
12 Advertising and promotion .... 3,465,284 3,465,284    
13 Office expenses ....... 1,660,412 1,660,412    
14 Information technology ...... 32,621,750 32,621,750    
15 Royalties ..        
16 Occupancy ........... 4,033,998 4,033,998    
17 Travel ............ 549,268 549,268    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 1,218,141 1,218,141    
20 Interest ........... -61,776 -61,776    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 12,927,135 12,927,135    
23 Insurance .............. 337,408 337,408    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES/MEMBERSHIPS 315,773 315,773    
b OTHER EXPENSES 134,406 134,406    
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 141,348,615 138,142,984 3,205,631 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 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 20,038,265 1 26,205,090
2 Savings and temporary cash investments ......... 44,055,592 2 20,073,544
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 169,367 4 203,401
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 7,980,478 9 9,541,381
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 141,886,808
b Less: accumulated depreciation ..... 10b 72,751,818 49,403,965 10c 69,134,990
11 Investments—publicly traded securities .......... 9,916 11  
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 50,501,443 15 47,974,572
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 172,159,026 16 173,132,978
Liabilities 17 Accounts payable and accrued expenses ......... 45,681,103 17 44,107,922
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities ............. 9,916 20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 59,146,300 25 92,186,269
26 Total liabilities. Add lines 17 through 25......... 104,837,319 26 136,294,191
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 67,321,707 27 36,838,787
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 67,321,707 33 36,838,787
34 Total liabilities and net assets/fund balances ........ 172,159,026 34 173,132,978
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
140,400,436
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
141,348,615
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-948,179
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
67,321,707
5
Net unrealized gains (losses) on investments ...............
5
-12,301,824
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-17,232,917
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
36,838,787
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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
 
No
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
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number

43-1747502
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
a
b
c
d
e
f
Enter the number of supported organizations ............................. 4
g
Provide the following information about the supported organization(s).
(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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) ST LUKES HOSPITAL OF KANSAS CITY
  		440545297 LINE 3, 501C3 Yes   138,142,984 0
(B) SAINT LUKES EAST HOSPITAL
  		562488077 LINE 3, 501C3   No 0 0
(C) SAINT LUKES SOUTH HOSPITAL INC
  		481203262 LINE 3, 501C3   No 0 0
(D) SAINT LUKES NORTHLAND HOSPITAL CORPORATION
  		440565393 LINE 3, 501C3   No 0 0
Total : 44 138,142,984

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
PART IV, SECTION A, LINE 1 SAINT LUKE'S HEALTH SYSTEM, INC. (SLHS) SERVES AS THE PARENT ENTITY FOR AN INTEGRATED HEALTH CARE SYSTEM. AS SUCH, ITS SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS AND PURPOSE: ORGANIZATIONS THAT PROVIDE FOR AND PROMOTE THE EFFICIENT DELIVERY OF QUALITY HEALTH CARE, HEALTH CARE RELATED SERVICES INCLUDING EDUCATIONAL, TRAINING AND RESEARCH PROGRAMS, AND OTHER HEALTH RELATED ENDEAVORS IN FURTHERANCE AND SUPPORT OF THE MISSION OF ITS CORPORATE MEMBERS EACH OF WHICH ARE AFFILIATED 501(C)(3) HOSPITALS.
PART IV, SECTION B, LINE 1 DURING ALL OF 2014, SAINT LUKE'S HEALTH SYSTEM'S CORPORATE MEMBERS, WHICH WERE AFFILIATED 501C3 HOSPITALS, APPOINTED SAINT LUKE'S HEALTH SYSTEM'S BOARD OF DIRECTORS. AS DESCRIBED IN SCH O, NARRATIVE FOR FORM 990, PART VI, SEC A, LINE 4, AT THE END OF THE YEAR, THE ORGANIZATION AMENDED AND UPDATED SELECTED PROVISIONS OF ITS ARTICLES AND BYLAWS. AS A RESULT, BEGINNING IN 2015, THE ORGANIZATION WILL BE A TYPE III SUPPORTING ORGANIZATION.
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number

43-1747502
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
SAINT LUKES HEALTH SYSTEM INC
  		Employer identification number

43-1747502
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
SAINT LUKES HEALTH SYSTEM INC
  		Employer identification number

43-1747502
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
SAINT LUKES HEALTH SYSTEM INC
  		Employer identification number

43-1747502
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number

43-1747502
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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable 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) 2014


Schedule C (Form 990 or 990-EZ) 2014
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)
No
Yes
(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? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
68,452
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
212,720
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
281,172
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: LINE F - PORTION OF DUES PAID TO ASSOCIATIONS AND CHAMBERS USED TOWARD LOBBYING ACTIVITIES. LINE G - DIRECT CONTACT WITH GOVERNMENT REPRESENTATIVES TO COMMUNICATE HEALTH SYSTEM'S POSITION ON MAJOR HEALTHCARE ISSUES AND TO COMMUNICATE COMPLEXITIES OF HEALTHCARE POLICIES. COSTS INCLUDE PUBLIC AFFAIRS DEPARTMENT EXPENSES AND PAYMENTS TO CONSULTANTS.
Schedule C (Form 990 or 990EZ) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number

43-1747502
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 value of contributions to (during year)    
3 Aggregate value of 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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)
Revenue 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
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) 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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 ............   17,067,261 6,357,483 10,709,778
d Equipment ................   49,263,874 36,834,661 12,429,213
e Other .................   75,555,673 29,559,674 45,995,999
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 69,134,990
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEFERRED COMP PLAN ASSETS 20,685,273
(2) LAND HELD FOR DEVELOPMENT 7,506,640
(3) RECEIVABLES FROM AFFILIATES 6,435,285
(4) OTHER ASSETS 3,894,735
(5) INVESTMENT IN RISK RETENTION GROUP 9,452,639




Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 47,974,572
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
PAYABLE TO AFFILIATES 1,248,489
DEFERRED COMPENSATION 23,894,232
INTEREST RATE SWAP CONTRACTS 33,413,247
PENSION OBLIGATION 32,784,652
OTHER LIABILITIES 845,649




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 92,186,269
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 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 XIII.) ........... 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 XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 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 XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART XI, XII, AND XIII THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number

43-1747502
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria
used to award the grants or assistance? ...........................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
CAYMAN ISLANDS 0 0 INVESTMENTS   37,600,000
IRELAND 0 0 INVESTMENTS   1,600,000
BERMUDA 0 0 INVESTMENTS   14,900,000
CAYMAN ISLANDS 1 1 CAPTIVE INSURANCE CAPITAL   800,000
CAYMAN ISLANDS 1 1 CAPTIVE INSURANCE PREMIUMS   3,500,000
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 2 2 58,400,000
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 2 2 58,400,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (a)(c) Region (b)(d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 3: SHARE CAPITAL AND SHARE PREMIUM
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number
43-1747502
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) SUSAN G KOMEN BREAST CANCER FOUNDATION INC
1111 MAIN STREET
KANSAS CITY,MO64105 		75-1835298 501(C)(3) 15,000       SUPPORT PEOPLE AFFECTED BY BREAST CANCER
(2) KANSAS CITY AREA LIFE SCIENCES INSTITUTE INC
1055 BROADWAY SUITE 130
KANSAS CITY,MO64105 		43-1889037 501(C)(3) 51,475       SUPPORT FOR HEALTHCARE EDUCATION AND COMMUNITY PROGRAMS
(3) AIDS SERVICE FOUNDATION OF GREATER KANSAS CITY
PO BOX 32192
KANSAS CITY,MO64171 		43-1613911 501(C)(3) 8,000       SUPPORT OF AIDS RESEARCH
(4) MARCH OF DIMES FOUNDATION
4400 COLLEGE BLVD SUITE 180
OVERLAND PARK,KS66211 		13-1846366 501(C)(3) 9,800       SUPPORT FOR HEALTHCARE NEEDS
(5) CENTER FOR PRACTICAL BIOETHICS
1111 MAIN STREET
KANSAS CITY,MO64105 		48-0985815 501(C)(3) 35,000       SUPPORT FOR HEALTHCARE NEEDS
(6) AMERICAN HEART ASSOCIATION
PO BOX 4002902
DES MOINES,IA50340 		13-5613797 501(C)(3) 31,793       SUPPORT FOR RESEARCH OF HEART DISEASES
(7) JEWISH FAMILY & CHILDRENS SERVICES
5801 W 115TH ST STE 103
OVERLAND PARK,KS66211 		44-0545992 501(C)(3) 12,500       SUPPORT FOR HEALTHCARE NEEDS
(8) MUSEUM OF PRAIRIEFIRE FOUNDATION
5801 W 135TH STREET
OVERLAND PARK,KS66233 		27-1040521 501(C)(3) 50,000       SUPPORT FOR HEALTH EDUCATION
(9) MID-AMERICA COALITION ON HEALTHCARE
6901 SHAWNEE MISSION PKWY STE 216
OVERLAND PARK,KS66202 		43-1248648 501(C)(3) 24,000       SUPPORT FOR HEALTHCARE NEEDS
(10) AMERICAN DIABETES ASSOCIATION
6900 COLLEGE BLVD STE 250
OVERLAND PARK,KS66211 		13-1623888 501(C)(3) 12,000       SUPPORT FOR HEALTHCARE NEEDS
(11) SALVATION ARMY MISSOURI SHIELD OF SERVICE
5100 EAST 24TH
KANSAS CITY,MO64127 		44-0545998 501(C)(3) 12,775       SUPPORT FOR COMMUNITY PROGRAMS
(12) BROOKSIDE COMMUNITY
6814 TROOST AVE
KANSAS CITY,MO64131 		20-3382578 501(C)(3) 10,000       ART ANNUAL SPONSOR
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
12
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: GRANTS ARE PROVIDED TO QUALIFIED CHARITIES FOR GENERAL OPERATIONS AND TO BE USED IN FULFILLING THE EXEMPT PURPOSE OF THE GRANTEE CHARITABLE ORGANIZATION. SUCH GRANTS FURTHER OR SUPPORT A CHARITABLE PURPOSE OF SAINT LUKE'S HEALTH SYSTEM.
Schedule I (Form 990) 2014


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, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number

43-1747502
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 of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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 (E) amounts for that individual.
(A) Name and Title (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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1MELINDA ESTES MDDIR - PRESIDENT AND CEO (i)
(ii)		 1,261,068
...............................
0 		315,965
...............................
0 		44,938
...............................
0 		210,400
...............................
0 		25,683
...............................
0 		1,858,054
...............................
0 		0
...............................
0
2J CHRIS PERRYMAN MDDIRECTOR & PHYSICIAN (i)
(ii)		 0
...............................
258,602 		0
...............................
0 		0
...............................
2,737 		0
...............................
20,800 		0
...............................
9,889 		0
...............................
292,028 		0
...............................
0
3ROBERT BONNEYASST SECR & SR VP (i)
(ii)		 417,635
...............................
0 		87,768
...............................
0 		120,323
...............................
0 		214,605
...............................
0 		14,839
...............................
0 		855,170
...............................
0 		49,271
...............................
0
4DEBORAH GASHVP CHIEF INFORMATION OFFCR (i)
(ii)		 294,214
...............................
0 		46,979
...............................
0 		81,384
...............................
0 		44,800
...............................
0 		24,824
...............................
0 		492,201
...............................
0 		21,280
...............................
0
5RANDALL HOUSEVP HEALTH INFORMATICS (i)
(ii)		 229,228
...............................
0 		39,008
...............................
0 		25,664
...............................
0 		39,576
...............................
0 		20,734
...............................
0 		354,210
...............................
0 		16,000
...............................
0
6ELIZABETH CESSORVP MISSION & COMMUNITY SVC (i)
(ii)		 163,187
...............................
0 		27,388
...............................
0 		34,978
...............................
0 		26,064
...............................
0 		8,821
...............................
0 		260,438
...............................
0 		12,512
...............................
0
7CAROL MEYERVP FINANCE (i)
(ii)		 227,460
...............................
0 		37,821
...............................
0 		35,048
...............................
0 		38,998
...............................
0 		2,502
...............................
0 		341,829
...............................
0 		17,280
...............................
0
8DAWN MURPHYSR VP HUMAN RESOURCES (i)
(ii)		 261,532
...............................
0 		54,855
...............................
0 		94,393
...............................
0 		136,077
...............................
0 		22,080
...............................
0 		568,937
...............................
0 		35,000
...............................
0
9SCOTT PESTERVP REIMBURSEMENT (i)
(ii)		 206,272
...............................
0 		0
...............................
0 		33,807
...............................
0 		36,484
...............................
0 		18,795
...............................
0 		295,358
...............................
0 		16,160
...............................
0
10CHARLES V ROBBSR VP & CFO (i)
(ii)		 507,904
...............................
0 		106,935
...............................
0 		317,824
...............................
0 		217,740
...............................
0 		28,556
...............................
0 		1,178,959
...............................
0 		97,471
...............................
0
11DON SIPESVP REGIONAL SERVICES (i)
(ii)		 266,388
...............................
0 		43,570
...............................
0 		117,647
...............................
0 		41,153
...............................
0 		19,930
...............................
0 		488,688
...............................
0 		19,120
...............................
0
12SALLY THIEMANVP RISK & COMPLIANCE (i)
(ii)		 208,308
...............................
0 		0
...............................
0 		57,298
...............................
0 		36,593
...............................
0 		25,883
...............................
0 		328,082
...............................
0 		16,480
...............................
0
13DIANE WATKINSVP REVENUE CYCLE (i)
(ii)		 189,342
...............................
0 		32,054
...............................
0 		24,886
...............................
0 		35,059
...............................
0 		10,788
...............................
0 		292,129
...............................
0 		14,640
...............................
0
14RENE GILLESPIEVP TAXATION (i)
(ii)		 185,733
...............................
0 		31,546
...............................
0 		23,252
...............................
0 		26,064
...............................
0 		16,647
...............................
0 		283,242
...............................
0 		14,400
...............................
0
15KATHERINE HOWELLCHIEF NURSE EXEC (i)
(ii)		 289,216
...............................
0 		61,141
...............................
0 		59,942
...............................
0 		54,184
...............................
0 		20,561
...............................
0 		485,044
...............................
0 		18,800
...............................
0
16KAREN KRAMERVP INTERNAL AUDIT (i)
(ii)		 171,156
...............................
0 		10,000
...............................
0 		15,760
...............................
0 		21,844
...............................
0 		24,819
...............................
0 		243,579
...............................
0 		12,960
...............................
0
17LEONARDO LOZADA MDCHIEF PHYSICIAN EXEC (i)
(ii)		 606,323
...............................
0 		127,200
...............................
0 		6,287
...............................
0 		96,080
...............................
0 		27,049
...............................
0 		862,939
...............................
0 		0
...............................
0
18JULIE QUIRINSR VP CONTINUUM CARE & HOSP CEO (i)
(ii)		 0
...............................
461,537 		0
...............................
96,333 		0
...............................
154,360 		0
...............................
115,250 		0
...............................
21,694 		0
...............................
849,174 		0
...............................
56,700
19ANNE STRASSFELDSR VP GENERAL COUNSEL (i)
(ii)		 361,190
...............................
0 		76,055
...............................
0 		14,868
...............................
0 		61,630
...............................
0 		19,448
...............................
0 		533,191
...............................
0 		0
...............................
0
20ROBERT OLM-SHIPMANVP PLANNING&PROJECT MGT (i)
(ii)		 172,498
...............................
0 		22,260
...............................
0 		1,612
...............................
0 		24,362
...............................
0 		24,584
...............................
0 		245,316
...............................
0 		0
...............................
0
21REBECCA SESLERVP MARKETING & COMMUNICATIONS (i)
(ii)		 171,122
...............................
0 		29,680
...............................
0 		2,481
...............................
0 		22,607
...............................
0 		25,257
...............................
0 		251,147
...............................
0 		0
...............................
0
22TIMOTHY VANZANDTVP PUBLIC AFFAIRS (i)
(ii)		 158,311
...............................
0 		0
...............................
0 		1,809
...............................
0 		21,288
...............................
0 		10,142
...............................
0 		191,550
...............................
0 		0
...............................
0
23MICHAEL DARLINGVP SUPPLY CHAIN (i)
(ii)		 98,716
...............................
0 		32,436
...............................
0 		1,026
...............................
0 		1,109
...............................
0 		22,479
...............................
0 		155,766
...............................
0 		0
...............................
0
24CYNTHIA CHRISTENSENCONTROLLER (i)
(ii)		 201,500
...............................
0 		33,920
...............................
0 		50,990
...............................
0 		41,200
...............................
0 		4,745
...............................
0 		332,355
...............................
0 		19,300
...............................
0
25TODD HATTONIT DIRECTOR (i)
(ii)		 177,564
...............................
0 		45,201
...............................
0 		1,011
...............................
0 		13,683
...............................
0 		21,617
...............................
0 		259,076
...............................
0 		0
...............................
0
26WILLIAM DANIELCHIEF QUALITY OFFCR & PHYS (i)
(ii)		 528,985
...............................
0 		27,913
...............................
0 		6,508
...............................
0 		56,392
...............................
0 		29,476
...............................
0 		649,274
...............................
0 		0
...............................
0
27JAMIE ALLENSENIOR COUNSEL (i)
(ii)		 196,061
...............................
0 		12,720
...............................
0 		887
...............................
0 		8,613
...............................
0 		12,736
...............................
0 		231,017
...............................
0 		0
...............................
0
28GARY RIPPLECHIEF MEDICAL OFFCR-TELEMED (i)
(ii)		 299,452
...............................
0 		0
...............................
0 		4,144
...............................
0 		10,400
...............................
0 		18,374
...............................
0 		332,370
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A THE ORGANIZATION SPENT $6,098 TO CHARTER A PLANE FOR ONE TRIP FOR 2 OFFICERS OF THE ORGANIZATION. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION BECAUSE TRAVEL WAS EXCLUSIVELY FOR BUSINESS PURPOSES. CHARTER TRAVEL WAS USED AS THE MOST APPROPRIATE MEANS BASED ON THE TIMING AND LOCATION OF THE MEETING.
PART I, LINE 4B 457(F) PLAN PARTICIPANTS AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHARLES ROBB - $94,080 DEFERRAL MELINDA ESTES - $200,000 DEFERRAL ROBERT BONNEY - $139,886 DEFERRAL DAWN MURPHY - $77,743 DEFERRAL JULIE QUIRIN - $34,762 DEFERRAL
PART I, LINE 7 THE ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE RETENTION, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS.
PART II(B)(III) OTHER REPORTABLE COMPENSATION INCLUDES A ONE-TIME BUY BACK OF ACCUMULATED UNUSED VACATION.
PART II JULIE QUIRIN RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR DUTIES AS AN OFFICER OF THE FILING ORGANIZATION AND FOR SERVICES RENDERED TO THE RELATED ORGANIZATION. J CHRIS PERRYMAN, MD, DID NOT RECEIVE COMPENSATION FOR DUTIES AS DIRECTOR OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. DON SIPES RECEIVED COMPENSATION FROM THE FILING ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND TO RELATED ORGANIZATIONS.
Schedule J (Form 990) 2014

Additional Data


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Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number
43-1747502
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2003A&2003B
  		43-1178966 60635RF85 09-17-2003 125,000,000 NEW 52-BED HOSPITAL. EXPANSION AND CAPITAL PROJECTS AT SLHS HOSPITALS   X   X   X
B HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2004A
  		43-1178966 60635RH75 04-28-2004 105,136,306 REFUND SERIES 1993 BONDS   X   X   X
C HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2005A&2005B
  		43-1178966 60635RW45 12-07-2005 100,000,000 CAPITAL PROJECTS AT ST LUKES HOSPITAL OF KANSAS CITY   X   X   X
D HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2010A
  		43-1178966 60635R7U5 06-03-2010 101,289,824 REFUND SERIES 1996A B&P; FACILITIES EXPANSIONS & EQUIPMENT AT SLEH & SLHKC   X   X   X
HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2012A&2012B
  		43-1178966 60637ACH3 08-21-2012 140,000,000 REFUND SERIES 2008A,B&C BONDS   X   X   X
HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2012C
  		43-1178966   12-13-2012 50,000,000 CAPITAL PROJECTS AT SLHKC & SLEH   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 58,515,000 58,515,000   11,295,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 127,221,569 105,136,306 112,609,434 101,305,784
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 771,250 880,192    
8 Credit enhancement from proceeds . . . . . . . . . . . 2,951,566 1,615,716 2,283,226  
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 123,498,752 50,000,000 110,326,208 58,252,438
11 Other spent proceeds . . . . . . . . . . . . . . 102,640,398 102,640,398   43,053,346
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2006 2004 2011 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X X     X X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X     X X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.340 % 0.930 % 0.090 % 0.030 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet        
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.340 % 0.930 % 0.090 % 0.030 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X X  
b Exception to rebate? . . . . . . . .   X X     X   X
c No rebate due? . . . . . . . . X     X X     X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X X     X
b Name of provider . . . . . . . . . UBS
  		 
  		UBS
  		 
 
c Term of hedge . . . . . . . . . . 29.600000000000   30.100000000000  
d Was the hedge superintegrated? . . . .   X       X    
e Was the hedge terminated? . . . . . . X       X      
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . . X     X X     X
b Name of provider . . . . . . . . . MBIA INC
  		 
  		PALLAS CAPITAL CORP
  		 
 
c Term of GIC . . . . . . . . . . 1.900000000000   1.800000000000  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X       X      
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . . X     X X     X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 20 DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2008 ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 20 DATE THE REBATE COMPUTATION WAS PERFORMED: 11/15/2010
SCHEDULE K THE MASTER TRUST INDENTURE PROVIDES THAT THE TAX-EXEMPT REVENUE BONDS ARE THE JOINT AND SEVERAL OBLIGATIONS OF EACH OF THE MEMBERS OF THE OBLIGATED GROUP. IN 2014, THE OBLIGATED GROUP INCLUDES SAINT LUKE'S HEALTH SYSTEM, SAINT LUKE'S HOSPITAL OF KANSAS CITY, SAINT LUKE'S NORTHLAND HOSPITAL, SAINT LUKE'S SOUTH HOSPITAL AND SAINT LUKE'S EAST HOSPITAL. ONLY A PORTION OF THE BONDS WAS USED FOR THE FILING ORGANIZATION'S PROJECTS.
PART IV, LINE 2C ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2003A&2003B REBATE COMPUTATION PERFORMED AS OF 7/1/2008. NO FURTHER COMPUTATION REQUIRED. ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2005A&2005B REBATE COMPUTATION PERFORMED AS OF 11/15/2010.
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number
43-1747502
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2003A&2003B
  		43-1178966 60635RF85 09-17-2003 125,000,000 NEW 52-BED HOSPITAL. EXPANSION AND CAPITAL PROJECTS AT SLHS HOSPITALS   X   X   X
B HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2004A
  		43-1178966 60635RH75 04-28-2004 105,136,306 REFUND SERIES 1993 BONDS   X   X   X
C HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2005A&2005B
  		43-1178966 60635RW45 12-07-2005 100,000,000 CAPITAL PROJECTS AT ST LUKES HOSPITAL OF KANSAS CITY   X   X   X
D HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2010A
  		43-1178966 60635R7U5 06-03-2010 101,289,824 REFUND SERIES 1996A B&P; FACILITIES EXPANSIONS & EQUIPMENT AT SLEH & SLHKC   X   X   X
HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2012A&2012B
  		43-1178966 60637ACH3 08-21-2012 140,000,000 REFUND SERIES 2008A,B&C BONDS   X   X   X
HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2012C
  		43-1178966   12-13-2012 50,000,000 CAPITAL PROJECTS AT SLHKC & SLEH   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 58,515,000 58,515,000   11,295,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 127,221,569 105,136,306 112,609,434 101,305,784
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 771,250 880,192    
8 Credit enhancement from proceeds . . . . . . . . . . . 2,951,566 1,615,716 2,283,226  
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 123,498,752 50,000,000 110,326,208 58,252,438
11 Other spent proceeds . . . . . . . . . . . . . . 102,640,398 102,640,398   43,053,346
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2006 2004 2011 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X X     X X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X     X X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.340 % 0.930 % 0.090 % 0.030 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet        
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.340 % 0.930 % 0.090 % 0.030 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X X  
b Exception to rebate? . . . . . . . .   X X     X   X
c No rebate due? . . . . . . . . X     X X     X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X X     X
b Name of provider . . . . . . . . . UBS
  		 
  		UBS
  		 
 
c Term of hedge . . . . . . . . . . 29.600000000000   30.100000000000  
d Was the hedge superintegrated? . . . .   X       X    
e Was the hedge terminated? . . . . . . X       X      
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . . X     X X     X
b Name of provider . . . . . . . . . MBIA INC
  		 
  		PALLAS CAPITAL CORP
  		 
 
c Term of GIC . . . . . . . . . . 1.900000000000   1.800000000000  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X       X      
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . . X     X X     X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 20 DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2008 ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 20 DATE THE REBATE COMPUTATION WAS PERFORMED: 11/15/2010
SCHEDULE K THE MASTER TRUST INDENTURE PROVIDES THAT THE TAX-EXEMPT REVENUE BONDS ARE THE JOINT AND SEVERAL OBLIGATIONS OF EACH OF THE MEMBERS OF THE OBLIGATED GROUP. IN 2014, THE OBLIGATED GROUP INCLUDES SAINT LUKE'S HEALTH SYSTEM, SAINT LUKE'S HOSPITAL OF KANSAS CITY, SAINT LUKE'S NORTHLAND HOSPITAL, SAINT LUKE'S SOUTH HOSPITAL AND SAINT LUKE'S EAST HOSPITAL. ONLY A PORTION OF THE BONDS WAS USED FOR THE FILING ORGANIZATION'S PROJECTS.
PART IV, LINE 2C ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2003A&2003B REBATE COMPUTATION PERFORMED AS OF 7/1/2008. NO FURTHER COMPUTATION REQUIRED. ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2005A&2005B REBATE COMPUTATION PERFORMED AS OF 11/15/2010.
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number

43-1747502
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





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

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) AUDREY HILL FAMILY MEMBER OF THOMAS BROWN, DIRECTOR 57,545 AUDREY HILL IS EMPLOYED BY SAINT LUKE'S HEALTH SYSTEM.   No
(2) WAGSTAFF & CARTMELL
  		35% CONTROLLED ENTITY OF THOMAS WAGSTAFF, DIRECTOR 321,870 LEGAL SERVICES PROVIDED BY WAGSTAFF AND CARTMELL TO SAINT LUKE'S HEALTH SYSTEM, INC.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number

43-1747502
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED AND UPDATED SELECTED PROVISIONS OF ITS ARTICLES AND BYLAWS DECEMBER 30, 2014. THE CHANGES REMOVE THE CURRENT CORPORATE MEMBERS AND ESTABLISH A SELF-PERPETUATING COMMUNITY BOARD OF DIRECTORS, UPDATE BOARD MEMBER QUALIFICATIONS, CREATE NEW BOARD COMMITTEES AND SPECIFY QUALIFICATIONS FOR SERVING ON CERTAIN COMMITTEES. THE PURPOSE OF THE CHANGES TO GOVERNING DOCUMENTS IS TO ESTABLISH THE ORGANIZATION AS THE CORPORATE PARENT OF ALL ENTITIES IN THE HEALTH SYSTEM AND TO FACILITATE OPERATIONS AS AN ALIGNED AND INTEGRATED HEALTH SYSTEM.
FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION THROUGH 12/30/2014 ARE SAINT LUKE'S HOSPITAL OF KANSAS CITY, SAINT LUKE'S NORTHLAND HOSPITAL, SAINT LUKE'S EAST HOSPITAL, AND SAINT LUKE'S SOUTH HOSPITAL, INC., EACH A 501(C)(3) ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS ELECTED BY THE CORPORATE MEMBERS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED JOINTLY BY ACCOUNTING STAFF OF THE ENTITY AND SAINT LUKE'S HEALTH SYSTEM (SYSTEM) TAX STAFF. THE RETURN IS REVIEWED BY THE ENTITY'S CFO BEFORE FILING. THE 990 DRAFT WAS ALSO MADE AVAILABLE TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. THE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C SAINT LUKE'S HEALTH SYSTEM AND ITS AFFILIATES HAVE COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICIES APPLICABLE TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES. ANY ACTUAL, POSSIBLE OR PERCEIVED CONFLICT OF INTEREST IS EXPECTED TO BE HANDLED THROUGH FULL AND TIMELY DISCLOSURE OF ANY SUCH INTEREST, TOGETHER WITH ABSENCE OF PERSUASION IN ANY DISCUSSION AND IN ANY VOTE WHEREIN THE INTEREST IS INVOLVED. DISCLOSURE IS TO BE MADE WHEN THE INTEREST ARISES, AT ANY TIME THE INTEREST BECOMES A MATTER OF GOVERNING BOARD ACTION, AND THEN ANNUALLY THROUGH COMPLETION OF A CONFLICT OF INTEREST QUESTIONNAIRE. THE SYSTEM VICE PRESIDENT OF INTERNAL AUDIT REVIEWS COMPLETED QUESTIONNAIRES AND FURTHER INVESTIGATES POSSIBLE CONFLICTS OF INTEREST. A REPORT IS PROVIDED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND ANY IDENTIFIED CONFLICT OF INTEREST IS REPORTED TO THE APPLICABLE ENTITY.
FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS' COMPENSATION COMMITTEE REVIEWS, DISCUSSES, SETS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT EXECUTIVE AND OTHER HIGHLY COMPENSATED OFFICERS. INDEPENDENT, EXTERNAL DIRECTORS SERVE ON THE COMPENSATION COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY PROVIDES A WRITTEN REPORT AND REASONABLENESS OPINION. THE CONSULTANT REVIEWS THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSOPHY AND ANALYZES MARKET COMPETITIVENESS (IN TOTAL AND BY EACH COMPENSATION AND BENEFIT ELEMENT) FOR THE EXECUTIVES USING APPROPRIATE COMPARABILITY DATA. COMPENSATION COMMITTEE ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE AVAILABLE THROUGH MO AND/OR KS SECRETARY OF STATE. THE ORGANIZATION IS INCLUDED WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS OF SAINT LUKE'S HEALTH SYSTEM INC AND ARE AVAILABLE THROUGH EMMA. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, SECTION A, COLUMN (B): JULIE QUIRIN RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR DUTIES AS AN OFFICER OF THE FILING ORGANIZATION AND FOR SERVICES RENDERED TO THE RELATED ORGANIZATION. J CHRIS PERRYMAN, MD, DID NOT RECEIVE COMPENSATION FOR DUTIES AS DIRECTOR OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. DON SIPES RECEIVED COMPENSATION FROM THE FILING ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND TO RELATED ORGANIZATIONS.
FORM 990, PART XI, LINE 9: ADDITIONAL PENSION OBLIGATION -17,759,834. AFFILIATES-BOND PROCEEDS TRANSFERS 526,916. ROUNDING 1.
PART X, LINE 11,12,13 INVESTMENTS SAINT LUKE'S HEALTH SYSTEM IS THE OWNER OF VARIOUS INVESTMENTS WHICH ARE ALLOCATED TO AFFILIATED HOSPITALS AND REPORTED ON SUCH HOSPITALS' BALANCE SHEETS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
SAINT LUKES HEALTH SYSTEM INC
 
Employer identification number

43-1747502
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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 entity?
Yes No
(1) ST LUKES HOSPITAL OF KANSAS CITY
4401 WORNALL ROAD

KANSAS CITY,MO64111
44-0545297 		HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(2) SAINT LUKES NORTHLAND HOSPITAL CORPORATION
601 SOUTH 169 HWY

SMITHVILLE,MO64089
44-0565393 		HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(3) SAINT LUKES SOUTH HOSPITAL INC
12300 METCALF AVE

OVERLAND PARK,KS66213
48-1203262 		HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(4) SAINT LUKES EAST HOSPITAL
100 NE SAINT LUKES BLVD

LEES SUMMIT,MO64086
56-2488077 		HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(5) SAINT LUKES MEDICAL GROUP
901 E 104TH ST

KANSAS CITY,MO64131
45-1598353 		HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(6) CRITTENTON
10918 ELM AVENUE

KANSAS CITY,MO64134
44-0545808 		HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HOSPITAL OF KANSAS CITY
 
 
No
(7) SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE
3100 BROADWAY SUITE 1000

KANSAS CITY,MO64111
43-1127200 		HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(8) ST LUKES OF TRENTON
191 IOWA BOULEVARD

TRENTON,MO64683
43-1707306 		HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(9) SAINT LUKES HOSPITAL OF GARNETT
421 SOUTH MAPLE

GARNETT,KS66032
74-2849611 		HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(10) CABOT WESTSIDE HEALTH CENTER
901 E 104TH ST

KANSAS CITY,MO64131
44-0546280 		HEALTH CARE MO 501(C)(3) 170B1AVI SAINT LUKE'S HEALTH SYSTEM
 
 
No
(11) MIDWEST EAR INSTITUTE INC
4320 WORNALL RD STE 420

KANSAS CITY,MO64111
48-0905027 		HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKE'S HOSPITAL OF KANSAS CITY
 
 
No
(12) SAINT LUKES HOSPITAL OF CHILLICOTHE
2799 N WASHINGTON

CHILLICOTHE,MO64601
43-1735565 		HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(13) SAINT LUKES CUSHING HOSPITAL
711 MARSHALL

LEAVENWORTH,KS66048
48-0543792 		HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(14) SAINT LUKES CARE
901 E 104TH ST

KANSAS CITY,MO64131
26-0185090 		HEALTH CARE MO 501(C)(3) 509(A)(3) - TYPE 1 SAINT LUKE'S HEALTH SYSTEM
 
 
No
(15) MEDICAL PLAZA IMAGING ASSOCIATES LLC
4401 WORNALL ROAD

KANSAS CITY,MO64111
43-1609584 		HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(16) SAINT LUKES COLLEGE OF HEALTH SCIENCES
624 WESTPORT ROAD

KANSAS CITY,MO64111
27-2716128 		POST-SECONDARY NURSING EDUCATION MO 501(C)(3) 170B1AII SAINT LUKE'S HOSPITAL OF KANSAS CITY
 
 
No
(17) SLCC INC
4330 WORNALL ROAD SUITE 2000

KANSAS CITY,MO64111
27-1994652 		HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(18) SLNC INC
901 E 104TH ST

KANSAS CITY,MO64131
45-1470888 		HEALTH CARE KS 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
(19) ADVANCED UROLOGIC ASSOCIATES INC
901 E 104TH ST

KANSAS CITY,MO64131
45-4725529 		HEALTH CARE MO 501(C)(3) 170B1AIII SAINT LUKE'S HEALTH SYSTEM
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) MEDICAL PLAZA PARTNERS LP

4320 WORNALL ROAD STE 714
KANSAS CITY,MO64111
43-1357824 		OWN & OPERATE MEDICAL OFFICE BUILDING MO N/A
                  
(2) SAINT LUKES SURGICENTER-LEES SUMMIT LLC

11221 ROE AVE SUITE 230
OVERLAND PARK,KS66211
47-0853481 		HEALTH CARE MO N/A
                  
(3) SAINT LUKES SOUTH SURGERY CENTER LLC

11221 ROE AVE SUITE 230
OVERLAND PARK,KS66211
20-1721929 		HEALTH CARE KS N/A
                  
(4) SAINT LUKES-GI DIAGNOSTICS LLC

4321 WASHINGTON SUITE 5700
KANSAS CITY,MO64111
27-4142549 		HEALTH CARE MO N/A
                  






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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP

901 E 104TH ST
KANSAS CITY,MO64131
37-1471890 		INSURANCE SC SAINT LUKE'S HEALTH SYSTEM
  		C -465,484 15,653,424 100.000 %   No
(2) ST LUKES HEALTH VENTURES INC

901 E 104TH ST
KANSAS CITY,MO64131
43-1278476 		ACCOUNTING MO N/A
 C         No
(3) MEDICAL PLAZA MANAGEMENT INC

4320 WORNALL ROAD STE 714
KANSAS CITY,MO64111
43-1352317 		MEDICAL OFFICE BUILDING MANAGEMENT MO N/A
 C         No
(4) VENTURE FINANCIAL SERVICES INC

9500 EAST 63RD STREET SUITE 202
RAYTOWN,MO64133
43-1605740 		COLLECTIONS MO N/A
 C         No
(5) SAINT LUKES HEALTH SYSTEM INSURANCE LTD

113 SOUTH CHURCH ST
  GEORGETOWN  
CJ
CAPTIVE INSURANCE CJ SAINT LUKE'S HEALTH SYSTEM
  		C -1,256,007 4,893,606 100.000 %   No




Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (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
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ST LUKES HOSPITAL OF KANSAS CITY

 L 71,237,332 COST
(2) SAINT LUKES NORTHLAND HOSPITAL CORPORATION

 L 17,161,036 COST
(3) SAINT LUKES SOUTH HOSPITAL

 L 13,928,203 COST
(4) SAINT LUKES EAST HOSPITAL

 L 21,719,912 COST
(5) SAINT LUKES MEDICAL GROUP

 L 3,066,000 COST
(6) CRITTENTON

 L 1,953,427 COST
(7) SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE

 L 1,836,396 COST
(8) ST LUKES OF TRENTON

 L 1,982,465 COST
(9) SAINT LUKES HOSPITAL OF GARNETT

 L 1,132,849 COST
(10) SAINT LUKES HOSPITAL OF CHILLICOTHE

 L 2,468,486 COST
(11) ST LUKES HOSPITAL OF KANSAS CITY

 C 254,423 COST
(12) SAINT LUKES CUSHING HOSPITAL

 L 3,546,873 COST
(13) SAINT LUKES EAST HOSPITAL

 S 3,476,091 COST
(14) ST LUKES HOSPITAL OF KANSAS CITY

 S 8,394,076 COST
(15) SAINT LUKES HEALTH VENTURES INC

 L 78,000 COST
(16) ST LUKES HOSPITAL OF KANSAS CITY

 M 782,722 COST
(17) ST LUKES HOSPITAL OF KANSAS CITY

 O -262,537 COST
(18) ST LUKES HOSPITAL OF KANSAS CITY

 R 5,314,871 COST
(19) SAINT LUKES NORTHLAND HOSPITAL CORPORATION

 R 999,498 COST
(20) SAINT LUKES SOUTH HOSPITAL

 R 970,545 COST
(21) SLCC INC

 L 1,386,007 COST
(22) SLNC INC

 L 268,950 COST
(23) SAINT LUKES HOSPITAL OF GARNETT

 R 228,689 COST
(24) CRITTENTON

 R 382,422 COST
(25) SAINT LUKES HOSPITAL OF GARNETT

 Q 1,013,045 COST
(26) SAINT LUKES CUSHING HOSPITAL

 Q 13,940,401 COST
(27) CRITTENTON

 Q 4,563,636 COST
(28) MIDWEST EAR INSTITUTE INC

 Q 796,378 COST
(29) SAINT LUKES HOSPITAL OF CHILLICOTHE

 Q 790,994 COST
(30) SAINT LUKES EAST HOSPITAL

 Q 64,313,862 COST
(31) ST LUKES HOSPITAL OF KANSAS CITY

 Q 13,582,103 COST
(32) SAINT LUKES MEDICAL GROUP

 Q 11,901,331 COST
(33) MEDICAL PLAZA IMAGING ASSOCIATES LLC

 Q 1,506,590 COST
(34) SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE

 Q 4,001,646 COST
(35) SAINT LUKES NORTHLAND HOSPITAL CORPORATION

 Q 35,598,174 COST
(36) SAINT LUKES SOUTH HOSPITAL

 Q 36,571,727 COST
(37) SLCC INC

 Q 3,466,472 COST
(38) SAINT LUKES COLLEGE OF HEALTH SCIENCES

 Q 1,723,513 COST
(39) SLNC INC

 Q 1,734,304 COST
(40) ST LUKES OF TRENTON

 Q 495,893 COST
(41) SAINT LUKES CUSHING HOSPITAL

 R 352,688 COST
(42) SAINT LUKES HOSPITAL OF CHILLICOTHE

 R 516,196 COST
(43) CRITTENTON

 K 155,280 COST
(44) SAINT LUKES COLLEGE OF HEALTH SCIENCES

 L 162,000 COST
(45) SAINT LUKES EAST HOSPITAL

 R 1,145,353 COST
(46) SAINT LUKES MEDICAL GROUP

 R 473,176 COST
(47) SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE

 R 306,305 COST
(48) SLCC INC

 R 218,104 COST
(49) ST LUKES OF TRENTON

 R 283,228 COST
(50) SAINT LUKES NORTHLAND HOSPITAL CORPORATION

 S 1,565,719 COST
(51) SAINT LUKES SOUTH HOSPITAL

 S 2,660,326 COST
(52) SLCC INC

 S 529,600 COST
(53) SAINT LUKES COLLEGE OF HEALTH SCIENCES

 S 69,160 COST
(54) SLNC INC

 S 108,913 COST
(55) MEDICAL PLAZA PARTNERS

 Q 19,473,369 COST
(56) SAINT LUKES CUSHING HOSPITAL

 S 820,992 COST
(57) SAINT LUKES HOSPITAL OF CHILLICOTHE

 S 326,461 COST
(58) SAINT LUKES EAST HOSPITAL

 C 272,493 COST
(59) ST LUKES HOSPITAL OF KANSAS CITY

 P 180,644 COST
(60) SAINT LUKES MEDICAL GROUP

 S 1,096,308 COST
(61) SAINT LUKES CARE

 L 834,351 COST
(62) SAINT LUKES CARE

 P 834,351 COST
(63) VENTURE FINANCIAL SERVICES INC

 Q 644,899 COST
(64) MEDICAL PLAZA MANAGEMENT INC

 L 55,000 COST
(65) SAINT LUKES HOSPITAL OF GARNETT

 S 310,853 COST
(66) CABOT WESTSIDE HEALTH CENTER

 Q 99,123 COST
(67) MEDICAL PLAZA IMAGING ASSOCIATES LLC

 L 150,000 COST
(68) SAINT LUKES HEALTH VENTURES INC

 Q 131,119 COST
(69) MEDICAL PLAZA PARTNERS

 K 60,934 COST
(70) MEDICAL PLAZA MANAGEMENT INC

 O 92,575 COST
(71) ST LUKES OF TRENTON

 S 643,168 COST
(72) SAINT LUKES NORTHLAND HOSPITAL CORPORATION

 M 81,122 COST
(73) ADVANCED UROLOGIC ASSOCIATES

 Q 4,066,945 COST
(74) ADVANCED UROLOGIC ASSOCIATES

 R 315,403 COST
(75) CRITTENTON

 K 155,280 COST
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART V, LINE 1, TRANSACTIONS WITH RELATED ORGANIZATIONS SAINT LUKE'S HEALTH SYSTEM (SYSTEM) AND ITS AFFILIATED ENTITIES OPERATE AS A HIGHLY INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE SYSTEM MANAGES AND OPERATES RELATED HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION ORIENTED HEALTH CARE SYSTEM IN ORDER TO BETTER SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. AS A RESULT, THERE ARE NUMEROUS INTERCOMPANY INTERACTIONS INCLUDING CENTRALIZED SUPPORT SERVICES AND SHARING OF RESOURCES AND COSTS.
Schedule R (Form 990) 2014
Additional Data


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