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 07-01-2014 , and ending 06-30-2015
BCheck if applicable:
CName of organization
ST LUKE'S HEALTH NETWORK INC
 
Doing business as
ST LUKE'S UNIVERSITY HEALTH NETWORK
 
Number and street (or P.O. box if mail is not delivered to street address)
801 OSTRUM STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHLEHEM, PA180151000
D Employer identification number

23-2384282
E Telephone number

G Gross receipts $ 0
F Name and address of principal officer:
THOMAS P LICHTENWALNER
801 OSTRUM STREET
BETHLEHEM,PA180151000
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SLHN.ORG
H(a)
Is this a group return for
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: 2002
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE IN A NON-DISCRIMINATORY MANNER.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 18
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 16
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 4
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 67,428,111 -21,450,407
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 0 0
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 67,428,111 -21,450,407
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 0 0
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 0 0
19 Revenue less expenses. Subtract line 18 from line 12....... 67,428,111 -21,450,407
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 614,060,470 596,798,192
21 Total liabilities (Part X, line 26)............. 0 0
22 Net assets or fund balances. Subtract line 21 from line 20..... 614,060,470 596,798,192
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: TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ -21,450,407 )
ST. LUKE'S HEALTH NETWORK, INC. IS THE PARENT ORGANIZATION WHICH CONTROLS SEVERAL ACUTE CARE HOSPITALS; AN ORGANIZATION OF PHYSICIAN PRACTICES AND OTHER HEALTHCARE RELATED ORGANIZATIONS SERVICING BETHLEHEM AND THE SURROUNDING COMMUNITIES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet0
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)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, 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 III
Click 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
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part 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
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part 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.........
14b
 
No
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 IV
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...
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..
21
 
No
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........
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................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 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....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
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................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
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
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 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
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, 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
18
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
16
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review 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:
MediumBulletTHOMAS P LICHTENWALNER
801 OSTRUM STREET
BETHLEHEM,PA180151000 (484) 526-4000
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) CHARLES D SAUNDERS MD........................................................................
CHAIRMAN - DIRECTOR
1.0
.......................0.0
X   X       0 0 0
(2) SAMUEL R GIAMBER MD........................................................................
VICE CHAIRMAN - DIRECTOR
55.0
.......................0.0
X   X       0 184,105 42,195
(3) RICHARD A ANDERSON........................................................................
DIRECTOR - PRESIDENT/CEO-SLHN
55.0
.......................0.0
X   X       0 1,945,079 597,097
(4) FAUST E CAPOBIANCO........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(5) H CHRISTINA CONNAR........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(6) JOHN M DALY MD........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(7) ROBERT J GREY........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(8) KOSTAS KALOGEROPOULOS........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(9) DAVID M LOBACH JR........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(10) THOMAS J MCGINLEY........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(11) DAVID MUETHING........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(12) ROBERT A OSTER........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(13) DANIEL P PETROZZO........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(14) ROBERT D RUMFIELD........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(15) LUANNE B STAUFFER........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(16) KRISTINA W WARNER........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(17) DONALD E WIEAND ESQ........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
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) DAVID M YEN MD........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(19) REV DR DOUGLAS W CALDWELL........................................................................
DIRECTOR (TERMED 07/17/2014)
1.0
.......................0.0
X           0 0 0
(20) DOUGLAS A MICHELS........................................................................
DIRECTOR (TERMED 10/01/2014)
1.0
.......................0.0
X           0 0 0
(21) JOEL D FAGERSTROM........................................................................
EXECUTIVE VICE PRESIDENT/COO
55.0
.......................0.0
    X       0 814,380 51,882
(22) THOMAS P LICHTENWALNER........................................................................
SVP FINANCE/CFO
55.0
.......................0.0
    X       0 652,435 194,453
(23) CAROL A KUPLEN RN MSN........................................................................
SVP & CHIEF NURSING OFFICER
55.0
.......................0.0
    X       0 506,320 149,268
(24) ROBERT P ZIMMEL........................................................................
SVP HUMAN RESOURCES
55.0
.......................0.0
    X       0 817,234 101,175
(25) ROBERT L WAX ESQ........................................................................
SVP & GENERAL COUNSEL
55.0
.......................0.0
    X       0 517,022 41,766










1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 0 5,436,575 1,177,836
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (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 above
1f
 
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 0
 Program Service RevenueAmt Business Code
2a EQUITY DECREASE - ST. LUKE'S UNIVERSITY          
b HEALTH NETWORK AFFILIATES 900099 -21,450,407 -21,450,407    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet -21,450,407
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 0      
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet 0      
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet -21,450,407 -21,450,407    
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 .... 0  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 0  
4 Benefits paid to or for members .... 0  
5 Compensation of current officers, directors, trustees, and key employees .... 0      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages .... 0 0 0 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 0      
12 Advertising and promotion .... 0      
13 Office expenses ....... 0      
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 0      
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 0      
23 Insurance .............. 0      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 0 0 0 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (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 ............. 0 1 0
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
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
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation ..... 10b   0 10c  
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 614,060,470 13 596,798,192
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 614,060,470 16 596,798,192
Liabilities 17 Accounts payable and accrued expenses ......... 0 17 0
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 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.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 0 25 0
26 Total liabilities. Add lines 17 through 25......... 0 26 0
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 544,445,352 27 522,994,945
28 Temporarily restricted net assets ........... 38,801,133 28 41,038,718
29 Permanently restricted net assets ........... 30,813,985 29 32,764,529
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 ........... 614,060,470 33 596,798,192
34 Total liabilities and net assets/fund balances ........ 614,060,470 34 596,798,192
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
-21,450,407
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
0
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-21,450,407
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
614,060,470
5
Net unrealized gains (losses) on investments ...............
5
-2,738,662
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
6,926,791
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
596,798,192
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
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

23-2384282
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations ............................. 1
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 LUKE'S HOSPITAL OF BETHLEHEM PA
 
231352213   Yes   0 0
Total : 11 0

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
Yes
 
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
Yes
 
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
Schedule A (Form 990 or 990-EZ) 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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

23-2384282
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

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

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

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










For 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? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
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
SCHEDULE C, PART II-B; QUESTION 1 THE ORGANIZATION IS THE PARENT OF THE ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA PAYS ALL LOBBYING EXPENDITURES ON BEHALF OF ALL AFFILIATES WITHIN THE NETWORK AND ALLOCATES A PERCENTAGE OF THESE EXPENDITURES TO VARIOUS AFFILIATES. THESE LOBBYING EXPENDITURES INCLUDE (1) PAYMENT TO AN OUTSIDE INDEPENDENT FIRM, (2) AN ALLOCATED PORTION OF THE DUES PAID TO THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA AND (3) A PERCENTAGE OF TOTAL COMPENSATION OF TWO ST. LUKE'S UNIVERSITY HEALTH NETWORK SENIOR MANAGEMENT PERSONNEL. NO AMOUNT WAS ALLOCATED TO THIS ORGANIZATION ATTRIBUTABLE TO LOBBYING ACTIVITY FOR THE YEAR ENDED JUNE 30, 2015.
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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

23-2384282
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate 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 .... 69,615,118 63,270,613 48,153,083 45,673,199 35,513,985
b Contributions ........ 4,933,111 9,472,742 13,678,204 3,895,259 7,172,514
c Net investment earnings, gains, and losses 4,290,277 1,491,862 1,326,105 563,040 6,832,367
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
5,035,259 4,620,099 -113,221 1,978,415 3,845,667
f Administrative expenses ....          
g End of year balance ...... 73,803,247 69,615,118 63,270,613 48,153,083 45,673,199
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 Bullet44.390 %
c
Temporarily restricted endowment SchDMd Bullet55.610 %
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)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part 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 ............        
d Equipment ................        
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet  
Schedule D (Form 990) 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
(1) AFFILIATES 596,798,192 F








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 596,798,192
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








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
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  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
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
Schedule D (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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

23-2384282
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
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
Yes
 
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
Yes
 
b
Any related organization? .........................
6b
Yes
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For 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
1SAMUEL R GIAMBER MDVICE CHAIRMAN - DIRECTOR (i)
(ii)
0
...............................
173,149
0
...............................
0
0
...............................
10,956
0
...............................
39,277
0
...............................
2,918
0
...............................
226,300
0
...............................
0
2RICHARD A ANDERSONDIRECTOR - PRESIDENT/CEO-SLHN (i)
(ii)
0
...............................
942,516
0
...............................
410,047
0
...............................
592,516
0
...............................
578,333
0
...............................
18,764
0
...............................
2,542,176
0
...............................
333,366
3JOEL D FAGERSTROMEXECUTIVE VICE PRESIDENT/COO (i)
(ii)
0
...............................
522,352
0
...............................
186,889
0
...............................
105,139
0
...............................
25,379
0
...............................
26,503
0
...............................
866,262
0
...............................
0
4THOMAS P LICHTENWALNERSVP FINANCE/CFO (i)
(ii)
0
...............................
418,353
0
...............................
145,312
0
...............................
88,770
0
...............................
184,297
0
...............................
10,156
0
...............................
846,888
0
...............................
0
5CAROL A KUPLEN RN MSNSVP & CHIEF NURSING OFFICER (i)
(ii)
0
...............................
317,442
0
...............................
116,185
0
...............................
72,693
0
...............................
132,708
0
...............................
16,560
0
...............................
655,588
0
...............................
0
6ROBERT P ZIMMELSVP HUMAN RESOURCES (i)
(ii)
0
...............................
366,276
0
...............................
111,414
0
...............................
339,544
0
...............................
91,769
0
...............................
9,406
0
...............................
918,409
0
...............................
198,996
7ROBERT L WAX ESQSVP & GENERAL COUNSEL (i)
(ii)
0
...............................
341,643
0
...............................
119,063
0
...............................
56,316
0
...............................
15,903
0
...............................
25,863
0
...............................
558,788
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 VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2014 FORMS W-2.
SCHEDULE J, PART I; QUESTION 3 Compensation Review Executive compensation for the health network consists of fixed salary, at-risk compensation and other deferred compensation arrangements. Total compensation for network executives is approved annually by the network's Board of directors. The recommended compensation is established through a multi-faceted approach including use of an independent consultant engaged on an ongoing basis by the Board of DIRECTORS and who works directly with the Executive Compensation Committee of the board. Also included is the review of forms 990 and compensation surveys of other comparable healthcare organizations. Bonus/Incentive The at-risk compensation is approved by the Executive Compensation Committee of the board and is based on several qualitative and quantitative components, including Joint Commission, Pennsylvania Department of Health and Pennsylvania Trauma Systems Foundation accreditations, evidence-based hospital process of care measures, outcome measures, such as patient satisfaction, mortality rate, and length of stay; efficiency measures as demonstrated by cost-per-adjusted discharge and net income. Other Reportable Compensation Other benefits include deferred compensation benefits that had accumulated over years of service and was reported and distributed in accordance with vesting requirements and Internal Revenue Service rules and regulations. Deferred Compensation: Deferred compensation represents retirement benefits earned during the reporting period, yet not recognized as compensation on the employee's 2014 form W-2. Nontaxable Benefits: Health and welfare benefits. Compensation Reported on prior 990 Total compensation reported on prior formS 990 represented recognition of deferred compensation benefits that had accumulated over years of service and was reported and distributed in accordance with vesting requirements and Internal Revenue Service rules and regulations. The amount was reported in Schedule J, column b(iii)-other compensation.
SCHEDULE J, PART I; QUESTION 4B THE AMOUNTS REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDE AMOUNTS RELATING TO PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"). THE INDIVIDUALS HAVE SATISFIED BOTH THE AGE AND THE YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2014 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $333,366 and ROBERT P. ZIMMEL, $198,996. COLUMN B(III) FOR CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II INCLUDES A VESTED CAPITAL ACCUMULATION ACCOUNT AMOUNT FOR POST-RETIREMENT DEATH BENEFITS WHICH WAS INCLUDED IN EACH INDIVIDUAL'S 2014 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN THE INDIVIDUAL'S 2014 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $463,053; THOMAS P. LICHTENWALNER, $127,214; CAROL A. KUPLEN, RN, MSN, $63,998 AND ROBERT P. ZIMMEL, $28,325.
SCHEDULE J, PART I; QUESTIONS 6A AND 6B The executive compensation package for the health network consists of both a fixed salary and additional at-risk compensation that is based on several qualitative and quantitative components. The components of the at-risk compensation plan includes JCAHO, Department of Health and Trauma Center accreditations, evidence based hospital process of care measures, outcome measures such as patient satisfaction, mortality rate, and length of stay, efficiency measures as demonstrated by cost per adjusted discharge and finally net income.
SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED AT-RISK COMPENSATION DURING CALENDAR YEAR 2014 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2014 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDE VESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE; THUS A TAXABLE EVENT OCCURRED FOR TAX REPORTING PURPOSES. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2014 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $333,366 and ROBERT P. ZIMMEL, $198,996; HOWEVER, THESE INDIVIDUALS DID NOT ACTUALLY RECEIVE ALL OF THESE FUNDS. THESE AMOUNTS WERE REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION.
Schedule J (Form 990) 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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

23-2384282
Return Reference Explanation
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Mission ------- The mission of St. Luke's University Health Network, Inc. is to provide compassionate, excellent quality and cost-effective healthcare to residents of the communities served regardless of race, color, creed, sex, national origin, religion or ability to pay. The mission of St. Luke's University Health Network is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other healthcare providers; and improve access to care in the communities we serve, regardless of a patient's ability to pay for their care. Background ---------- St. Luke's University Health Network ("St. Luke's") is a regional network of hospitals, physicians and other related organizations providing care primarily in Lehigh, Northampton, Monroe, Carbon, Schuylkill, Bucks, Montgomery and Berks counties in Pennsylvania and Warren County in New Jersey. St. Luke's University Health Network, Inc. is the sole corporate member of various healthcare-related organizations, the majority of which are tax-exempt entities. The Internal Revenue Service has recognized St. Luke's University Health Network, Inc. as being a tax exempt organization under IRS Code Section 501(C)(3). As the parent organization, St. Luke's University Health Network, Inc. strives to continually develop and operate a multi-hospital healthcare network which provides substantial community benefit through a comprehensive spectrum of healthcare services to the residents of Pennsylvania and New Jersey. St. Luke's Health Network, Inc. ensures that its Network provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay. No individuals are denied necessary medical care, treatment or service. Moreover, St. Luke's provides healthcare services to patients who meet certain criteria under its charity care policy without charge or at amounts less than established rates. Each hospital within St. Luke's operates consistently with the following criteria outlined in IRS Revenue Ruling 69-545: 1. Provides medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients; 2. Operates an active emergency department for all persons; which is open 24 hours a day, 7 days a week, 365 days per year; 3. Maintains an open medical staff, with privileges available to all qualified physicians; 4. Control of each hospital rests with its board of directors and the board of directors of St. Luke's University Health Network, Inc. All boards are comprised of a majority of independent civic leaders and other prominent members of the community; and 5. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care, programs and activities. The operations of each hospital, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the use and control of each hospital is for the benefit of the public and that no part of the income or net earnings of the organization is for the benefit of any private individuals nor is any private interest being served other than incidentally. St. Luke's Hospitals ==================== St. Luke's provides substantial community benefit. Its network includes the following medical centers located throughout Pennsylvania and New Jersey. St. Luke's University Hospital Bethlehem, PA St. Luke's University Hospital of Bethlehem, Pennsylvania comprises two campuses, one in Bethlehem ("SL-Bethlehem") and one in Allentown ("SL-Allentown"), both in Lehigh County. St. Luke's University Hospital is recognized by the IRS as an Internal Revenue Code Section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, St. Luke's University Hospital provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. Moreover, St. Luke's University Hospital operates consistently with the following criteria outlines in the IRS Revenue Ruling 69-545 (outlined above). SL-Bethlehem is a joint commission-accredited, not-for-profit, tertiary care, teaching hospital located in Bethlehem, PA, founded in 1872. SL-Bethlehem offers more than 90 medical specialties and has 452 licensed acute care and rehab beds. In FY '15, there were 25,927 admissions and observations; 448,283 outpatient registrations and 52,670 emergency department visits. The Older Adult Behavioral Health Unit treats adults 60 years of age and over in a secure and intimate setting created to address the unique behavioral health needs of older adults. The Unit operates at 84 percent of capacity. Additional senior services include: The Center for Positive Aging, senior surgical program, long-term care facility networking and Nurses Improving Care for Healthsystem Elders (NICHE) designation. The Acute Rehab Unit expanded from 16 to 31 beds and added a second rehabilitation gym in FY '14. In FY '14, SL-Bethlehem invested more than $12.5 million in technologic and facility improvements, including renovation of an inpatient nursing floor, radiology waiting room and a KidsCare Clinic, expansion of Operating Room storage areas, and infrastructural improvements to the parking lot retaining walls and service drive areas as well as upgrades to the parking deck lighting. New technology investments and upgrades included completion of the neuro biplane, and the acquisition and installation of lab analyzers, infusion pumps, ultrasound machines, wound vacs, EUS scopes, GI lab scope washers and a digital portable X-ray. The Network continued to expand access and visibility to strengthen its referral base in Monroe County. A purchase agreement was signed for a 39-acre site for a proposed new St. Luke's hospital tentatively scheduled to open in Fall 2016. Additionally, the Network acquired a pediatric practice and opened St. Luke's Heart & Vascular Center in East Stroudsburg, Monroe County. St. Luke's Physician Group employs 22 full-time primary care providers and GI, Pulmonary, Orthopaedic, OB/GYN, Nephrology, Neurosurgery, Urology, Vascular Surgery, Medical and Surgical Oncology specialists in Monroe County. Areas of Exceptional Medical Expertise include: - Level I Adult Trauma Center: awarded three-year accreditation with no significant issues identified by Pennsylvania Trauma Systems Foundation; more than 2,275 trauma cases in FY15. - Oncology: St. Luke's provides cancer services throughout its Network, providing care to approximately 2,900 new oncology patients each year. St. Luke's has three comprehensive outpatient cancer centers that provide physician outpatient services, infusion and radiation therapy, located in Allentown, Bethlehem and Easton (Anderson Campus), and also provides cancer services in Quakertown, Coaldale, East Stroudsburg and Warren County, NJ. St. Luke's is one of only two healthcare networks in Pennsylvania to earn national three-year accreditation with commendation as an integrated network cancer program from the Commission on Cancer of the American College of Surgeons, and one of only 51 healthcare networks nationwide; recognized for achieving the highest level of quality and patient safety in Radiation Oncology, earning a three-year accreditation from the American College of Radiology (ACR). St. Luke's Cancer Center is staffed by a team of fellowship-trained cancer experts specializing in surgical oncology, medical oncology, radiation oncology, gynecologic oncology, thoracic surgery, urologic surgery and neurosurgical oncology. The Center emphasizes patient satisfaction and treats all types of cancer, including: abdominal, bone and joint, brain and spine, breast, colon and rectum, cancer of the digestive system, gynecologic, head and neck, liver, lung/thoracic, lymphoma/leukemia, melanoma, prostate, thyroid/endocrine system and urinary. The Center offers advanced programs for melanoma, lung, breast, brain and spine, prostate, gynecological and gastrointestinal cancers. St. Luke's takes a multidisciplinary approach to treating cancer as a complex group of diseases that requires consultation among surgeons, medical and radiation oncologists, diagnostic radiologists, pathologists and other cancer specialists. This multidisciplinary partnership results in improved patient care and offers the full cancer care spectrum including prevention, early diagnosis, cancer staging, optimal treatment, rehabilitation, life-long follow-up for recurrent disease, palliative and end-of-life care. Cancer patients only need to call one phone number (Hope Line) in order to access the oncology services at SLUHN.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS St. Luke's Brain and Spine Tumor Center was the first in the region to offer "Frameless Stereotactic Radiosurgery" (SRS) for malignant and benign brain tumors. The frameless system uses surface mapping, tracking and the patient's facial features during treatments, allowing SRS to be performed non-invasively, without using traditional frame-based immobilization devices (no pins into the skull). This provides more comfortable, faster treatment and recovery experience that is not available anywhere else in the region. INTRABEAM IORT technology is available at St. Luke's Anderson Campus. This procedure spares some women with early stage breast cancer weeks of radiation therapy. Using low energy X-rays, INTRABEAM is precisely administered to the tumor bed following lumpectomy before the incision is closed. Some early stage breast cancers may be treated with only a single treatment while others may require additional standard radiation therapy over a shorter time period. - Cardiology and Cardiovascular Surgery: Only hospital in the region named one of nation's top cardiovascular hospitals, six-year recipient (Truven, formerly Thomson-Reuters, 1999, 2001, 2002, 2003, 2012, 2014); multiple-year recipient of highest rating for cardiac surgery, represents top decile performance achieved by only 6 percent of U.S. hospitals (Society of Thoracic Surgery, 2008, 2009, 2011, 2012, 2013, 2015), lowest mortality index in the region for heart disease and heart surgery patients; region's first accredited chest pain center; region's first Joint Commission-certified heart failure program. Cath/Electrophysiology Lab volumes have increased 8 percent and cardiac surgery volumes have increased 35 percent over the past two years. The first Ventricular Assist Device (VAD) procedure in the Network was completed in 2014, since that time we have completed 8 such procedures with outstanding outcomes. St. Luke's Heart & Vascular Center (Center) has offices in Allentown, Bethlehem, Brodheadsville, Coaldale, East Stroudsburg, Easton, Pennsburg, Quakertown, Walnutport and Wind Gap in Pennsylvania and in Phillipsburg and Warren Hills in New Jersey. St. Luke's offers comprehensive cardiovascular surgical services, excluding heart transplants. The Center has established St. Luke's Heart Valve Center, St. Luke's Atrial Fibrillation Center, St. Luke's Vascular Center and St. Luke's Women's Heart Center, each offering a multidisciplinary approach to diagnosis and treatment options. St. Luke's Bethlehem was selected as one of the few U.S. hospitals to offer transcatheter aortic valve replacement (TAVR), a catheter-based valve replacement procedure, and is the first institution in the region approved to perform the TAVR procedure independently. St. Luke's is the only cardiovascular program in the region to offer a minimally invasive approach to mitral valve repair (MitraClip) St. Luke's Bethlehem is also one of the region's busiest sites for thoracic stent graft repair of thoracic aortic diseases resulting from trauma or aneurysms. Services include: Atrial Fibrillation: expert team of cardiac electrophysiologists and cardiac surgeons specialize in treating atrial fibrillation and other heart rhythm disorders; cardiology testing; minimally invasive cardiology procedures; cardiac rehabilitation; heart and heart valve surgery; women's heart issues, clinical trials and research, and full range of vascular surgeries and treatments. - Neuroscience: The St. Luke's Center for Neuroscience provides coordinated care of conditions of the nervous system including: amyotrophic lateral sclerosis (ALS), aneurysms, balance disorders, brain and spine conditions, epilepsy (including epilepsy monitoring unit), headaches, memory disorders, including Alzheimer's disease, movement disorders, multiple sclerosis, myasthenia gravis, normal pressure hydrocephalus, peripheral nerve disease and sleep disorders. The St. Luke's Stroke Center in Bethlehem, Allentown, and Bethlehem Township were accredited by the Joint Commission in FY15 as a Primary Stroke Center, and feature a 24-hour, multidisciplinary emergency response team for the management of acute stroke patients, as well as a team of healthcare providers dedicated to the ongoing care of stroke victims. St. Luke's earned the Stroke Gold Plus Honor Roll Elite award, the highest award conferred to hospitals for stroke care, and Stroke National Honor Roll recognition in 2015 by the American Heart Association/American Stroke Association. This award recognizes at least 85 percent compliance in each of the seven Get with the Guidelines Stroke Achievement Measures over a period of 24 consecutive months. The award also recognizes door-to-needle times that are within 60 minutes of onset for at least 75 percent of applicable patients. In 2014, St. Luke's Center for Neuroscience was also recognized as a U.S. News and World Report Best Regional Hospital for Neurology and Neurosurgery. - Orthopaedics: Advanced expertise in total joint replacement and reconstruction, including anterior hip approach replacements; computer-assisted minimally invasive surgery; primary and reconstructive surgery of the spine; sports injuries; diseases and conditions of the hand, wrist and elbow; traumatic injuries; comprehensive sports medicine. In 2014, St. Luke's was also recognized as a U.S. News and World Report Best Regional Hospital for Orthopaedics. - Radiology/Interventional Services: Enterprise agreement with GE Healthcare, making St. Luke's one of only a few healthcare networks in the country partnering with GE to develop new imaging technology through the use of all-digital systems. In addition, St. Luke's is an international show site for GE, bringing physicians from all over the world to visit the Network and observe procedures being performed with advanced medical technologies. St. Luke's was first in the U.S. to install the GE Discovery IGS 730 Hybrid Operating Room, an interventional suite that combines the best of imaging and surgical technology in one operating room. St. Luke's was also the first hospital in Pennsylvania to earn American College of Radiology recognition in Cardiac MRI. St. Luke's Regional Breast Center provides diagnostic mammograms and higher-level breast imaging. A fully-accredited vascular lab offers the latest ultrasound imaging, the Logic 9, which provides 3-D ultrasound images for optimal diagnosis. St. Luke's Anderson Campus features advanced technologies including a wide-bore MRI that offers uncompromised image quality and a high-definition, low-dose CT that reduces radiation exposure up to 50 percent. St. Luke's University Hospital in Bethlehem and St. Luke's Warren Campus both offer GE's Silent Scan MRI technology which turns down the volume during an MRI exam significantly, reducing anxiety and the need for repeat scans. The application is whisper quiet for individuals who require head scans. Wide-bore MRI, beneficial for larger and claustrophobic patients, is available at St. Luke's Anderson, Bethlehem and Warren Campuses. St. Luke's University Hospital in Bethlehem now has a Bi-Plane Room for advanced Neuroimaging. The biplane allows us to provide for faster, safer and fewer radiation doses during complex neuro interventions. This imaging equipment allows for visualization in two different planes simultaneously rather than having to image separately to gain the same information. - Women's/Children's Health: Leader in state and national programs to improve perinatal care, achieving an early elective delivery rate of 0 percent for more than a year, and is well below the 3 percent national and 2 percent state average rates; maintained a 0 percent rate of healthcare associated bloodstream infections in newborns for more than a year; specialized care for high-risk pregnancy; one of the region's most utilized obstetrical service (Allentown/Bethlehem); two neonatal intensive care units (Allentown/Bethlehem) achieved zero infections per 100 ventilator days, below the .9 infections per 100 days national benchmark established by the National Healthcare Safety Network; pediatric specialty care provided by St. Christopher's Hospital for Children and St. Luke's Pediatric Endocrinology, Nephrology and Gastroenterology. - Robotic/Minimally Invasive Surgery: Pennsylvania's most experienced robotic surgical teams; St. Luke's fellowship-trained gynecologic oncologists perform robotic surgery for gynecologic cancers; fellowship-trained urologists perform robotic surgery for prostate cancer. Additionally, St. Luke's offers robotic technology for the following: thoracic surgery, ENT, gall bladder and colon resection. SL Allentown is a nationally recognized Center for Excellence in Minimally Invasive Surgery and St. Luke's offers a minimally invasive surgical fellowship.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Community Outreach ------------------ In keeping with its commitment to the communities it serves. SL-Bethlehem annually reaches more than 100,000 people through its community outreach endeavors. The Hospital offers a variety of free screenings/services for community-run events throughout the year. Community outreach, includes, but is not limited to, the following: - utilized numerous media outlets to educate the community about health issues that may impact them; - provided first aid services and a wide range of health screenings at numerous community events including Historic Bethlehem Blueberry Festival, Connie Mack Baseball Tournament, Edurorama Bike Event, Southern Lehigh Swimming Championships, MS Beach Bash, VegFest, Town Hall Cyclocross, Cops and Kids Literacy Event, Runners World Half Marathon, Christkindlmarket, Hellertown Relay for Life, Celtic Classic, ArtsQuest Farmer's Market and Man Care Health Fair; - conducted more than 125 classes related to BLS/CPR, ACLS, PALS, EMS educational outreach, Newborn/New Mom Care, Baby's First Year, Grandparenting and pregnancy orientations; - provided mobile medical services to more than 348 children in the Bethlehem School District, during more than 784 visits including physicals, adolescent health assessments, vision services, insurance referrals and nutrition counseling; - provided mobile dental services to more than 1,432 children in the Bethlehem School District; - conducted literacy initiatives including an after school Reading Rocks! program and a Read Across America Dr. Seuss Event at Donegan Elementary School in the Bethlehem School District. Allentown Campus ---------------- SL-Allentown was founded in 1945 as the Allentown Osteopathic Medical Center and is located in the west end of the city of Allentown. In 1997, the not-for-profit medical center entered into a merger with St. Luke's. Since joining St. Luke's, the 141-licensed bed, Joint Commission-accredited SL-Allentown has experienced triple-digit increases in observations and admissions (FY15 - 10,162) and emergency department visits (FY15 - 46,747) and outpatient registrations (FY15 - 177,346). St. Luke's has invested more than $165.5 million in technologic and facility improvements since SL-Allentown joined the Network. In FY'15, these improvements included $5 million for the fit-out of the West End Medical Center to include a 3D mammography and sensory suite, two GI labs, GI physician practice, and physical therapy center. A five-story addition, opened in June 2003, included: a 10,000-square-foot emergency department expansion, five state-of-the-art operating room suites, some of the most advanced imaging technology from GE Healthcare, the addition of a 10-bed intensive care unit and various support departments. In January 2007, St. Luke's nationally-recognized cardiovascular program was introduced at SL-Allentown. The comprehensive program includes emergency care for heart attacks, provides 24 hours-a-day, seven days-a-week; cardiac testing; cardiac catheterization electrophysiology studies and other cardiac procedures by some of the most experienced physicians in the region. SL-Allentown's bariatric surgery program has been designated an accredited center of the Metabolic and Bariatric Surgery Accreditation and Quality Improvement Program. SL-Allentown provides extensive education and support programs for bariatric patients. In August 2007, St. Luke's opened an outpatient cancer center at the Integrated Health Campus in South Whitehall Township, adjacent to Allentown. The center provides a very comfortable, inviting environment where patients can receive high quality, compassionate, comprehensive and coordinated outpatient cancer care under one roof. Additional outpatient services at the Integrated Health Campus include: Center for Neuroscience, Sleep Disorders Center, Center for Urology, Weight Loss (Bariatric) Program. SL-Allentown doubled its size and the size of the emergency department in September 2008. The renovation added six new ICU beds for critical care patients, 22 new medical/surgical beds, two cardiac catheterization laboratories, a 680 sq. ft. open heart operating room suite and a post anesthesia unit (surgical recovery area). The New Beginnings Birthing Center underwent a significant renovation and expansion in the summer of 2009. Fifteen private post-partum rooms were added to accommodate more than 1,400 annual births. In spring of 2010, a new 32 medical-surgical unit was opened, as well as a new wound management center with two new hyperbaric chambers, and in early April, a HomeStar retail pharmacy was added to fill prescriptions for patients, visitors and employees. St. Luke's has added outpatient facilities in close proximity to the SL-Allentown to meet the community's healthcare needs. These include: St. Luke's Family Health Center, Women's Health Center, St. Luke's Perinatal Center and St. Luke's Women's Imaging Center, as well as specialty St. Luke's physician practices for orthopedics, cardiology, neurology, pulmonology, nephrology and general surgery. The pediatric clinic was expanded and enhanced in 2012. In December 2011, SL-Allentown acquired a 107,000 sq. ft. facility in a highly visible area adjacent to the City of Allentown for development of St. Luke's West End Medical Center, an outpatient facility to support SL-Allentown. This Center opened in May 2013 with a total investment thru November 2014 of $18.1 million. Current services include walk-in care, occupational medicine, lab, imaging, sports & human performance fitness center, mammography, two GI endoscopy labs, and physical therapy. Physician practices including orthopaedic, pediatric, pain management, gastroenterology, OB/GYN, urology, and neurosurgery. Additionally, a new $9.6 million, 360-space parking deck and Hospital lobby at SL-Allentown were added in April 2013. These new facilities improve access for patients and visitors. An additional operating room was added in November 2013. Community Outreach ------------------ In keeping with its commitment to the communities it serves. SL-Allentown annually reaches more than 83,000 people through its community outreach endeavors. The Hospital offers a variety of free screenings/services for community-run events throughout the year. Community outreach, includes, but is not limited to, the following: - utilized numerous media outlets to educate the community about health issues that may impact them; - provided in-kind medical services/screenings at the following community events: Women's 5K Expo, City of Allentown 250th Parade and Festival, The Great Allentown Fair, SportsFest, Tail on the Trail, St. Luke's Half Marathon Expo, St. Luke's Hospice Charity Bike Ride, City of Allentown Fireworks Display, March for Babies, Live Well LV; - provided monthly educational sessions on weight management and bariatric surgery, 24-hour online support and a monthly support group for bariatric patients; - provided mobile medical services to more than 275 children in the Allentown School District, during more than 750 visits including physicals, adolescent health assessments, vision services, insurance referrals and nutrition counseling; - provided mobile dental services to more than 565 children in the Allentown School District; - provided vision services to more than 135 children in the Allentown School district; - conducted literacy initiatives including an after school Reading Rocks! Program and a Read Across America Dr. Seuss Event at Union Terrace and McKinley elementary schools, both in the Allentown School District; - provided nutrition and garden education to more than 250 students and family members from Union Terrace and McKinley elementary schools through a partnership with the Kellyn Foundation; - built and supported a school garden at Union Terrace Elementary School; - brought 100 third-grade students from Union Terrace Elementary School to tour the St. Luke's Rodale Organic Farm to learn about composting, crop planting and harvesting; - enrolled 14 students from Dieruff and Allen high schools in the inaugural St. Luke's CareerLinking Academy. The program gave students and opportunity to rotate through several St. Luke's Allentown Campus departments to learn about careers; - conducted/participated in the following health fairs which included provision of multiple free health screenings: Allentown YMCA Senior Health & Fitness Day, St. Luke's Half Marathon, Emergency Preparedness Fair, March for Babies, St. Luke's Hospice Charity Bike Ride, Live Well LV.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS St. Luke's University Hospital Anderson Campus ============================================== St. Luke's Hospital Anderson Campus ("SL-Anderson") is a Joint Commission-accredited, not-for-profit, 108-licensed bed acute care hospital located and providing care primarily to residents of Northampton and Monroe counties in Pennsylvania and Warren County in New Jersey. In FY '15, SL-Anderson provided care for 7,408 admissions and observations, 40,988 emergency department visits and 170,743 outpatient visits. SL-Anderson is recognized by the Internal Revenue Service ("IRS") as an Internal Revenue Code Section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, SL-Anderson provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. Moreover, SL-Anderson operates consistently with all criteria outlined in the IRS Revenue Ruling 69-545 (outlined above). The operations of SL-Anderson, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the use and control of SL-Anderson is for the benefit of the public and that no part of the income or net earnings of the organization is for the benefit of any private individual nor is any private interest being served other than incidentally. SL-Anderson opened on November 7, 2011 and was the first new, non-replacement hospital in Pennsylvania in more than four decades. SL-Anderson is located on a 500-acre site owned by St. Luke's University Health Network. In addition to SL-Anderson, the first phase of site development includes an outpatient cancer center and a medical office building. From the day it opened, SL-Anderson has been embraced by the public. Admissions and emergency department visits have consistently exceeded projections; FY' 14 admissions were 134 percent above FY '12 and FY '14 emergency department visits increased by 150 percent over the same period. Demand for services necessitated an 11,000 sq. ft, $5.9 million emergency department expansion. This expansion doubled capacity from 30,000 to 60,000 annual visits. Additionally, there was a $5 million addition to create 36 new inpatient beds for the provision of specialized care for oncology patients thereby increasing the number of private patient rooms from 72 to 108-licensed beds. A $4 million operating room expansion was completed in late 2013, this included expansion of the operating room and an additional interventional suite. The outpatient cancer center offers radiation oncology, neurosurgical oncology, medical oncology, surgical oncology, infusion and genetics counseling. A tranquil landscape, featuring a pond and walkways, is adjacent to the cancer center. The Infusion Therapy Department expanded from 9 to 13 bays to meet patient demand for services. The medical office building provides imaging, physical therapy, laboratory and other outpatient testing, health and fitness center and offices for a wide range of physician specialists, including a newly expanded heart and vascular center. During FY '14, SL-Anderson began expansion of Freemansburg Avenue, the primary access to the Hospital campus, at a total cost of $35 million. SL-Anderson is service oriented with a goal to reduce patient and family stress and anxiety and to provide a calm and reassuring environment by meeting, and often exceeding, their personal needs. Softer lighting is used in the hallways and the dcor is done in relaxing earth tones, available amenities include: flat screen televisions, free WiFi service, daily newspaper delivery, iPads to connect to the internet, a recliner or comfortable sofa bed in every room and an afternoon tea service. SL-Anderson also focuses on making its services easy to access. For example, MRI appointments are available on Saturdays and Sundays and all-digital mammography is offered at 6:30 am to accommodate working women. St. Luke's University Health Network has partnered with the Rodale Institute to develop an organic produce farm located on the Anderson Campus. The farm is used to provide locally grown organic produce in Network cafeterias and will be served to patients, employees, and visitors. Working with the Rodale Institute to develop the St. Luke's Rodale Institute Organic Farm allows St. Luke's to continue providing patients with a holistic healthcare experience that creates a positive atmosphere for health and healing. By providing patients, visitors and staff members with locally grown organic produce, St. Luke's demonstrates a commitment to the environment and promoting the health and well-being of our patients and the community. Excess produce is sold to staff members and the community allowing these individuals to make healthy eating choices in their own homes, contributing to healthier lifestyles. SL-Anderson offers INTRABEAM Intraoperative Radiation Therapy ("IORT") and is one of only about 50 hospitals nationwide to acquire this system to treat early-stage breast cancer. IORT delivers a full course of radiation treatment to the tumor site immediately following breast cancer surgery, potentially saving a patient from having to undergo the typical six weeks of radiation therapy after surgery. Community Outreach ------------------ In keeping with its commitment to the communities it serves. SL-Anderson annually reaches more than 12,500 people through its community outreach endeavors. The Hospital offers a variety of free screenings/services for community-run events throughout the year. Community outreach, includes, but is not limited to, the following: - utilized numerous media outlets to educate the community about health issues that may impact them; - conducted a wide range of educational programs; - conducted/participated in a variety of regional health fairs; - provided numerous free health screenings; - conducted sports injury educational programs; - hosted the Better Breathers Support Group; and - Partnered with local schools and communities to improve the health of students through our Adopt-a-School Program. In January, 2014, St. Luke's Anderson Campus adopted the Bangor Area School District to provide Mobile Youth Health Services, improve access to care, increase opportunities for healthy living initiatives and Youth Leadership and Development. St. Luke's programs/services include: ------------------------------------- - Mobile Youth Health Services -Connecting Students to Medical, Dental & Vision Vans, Insurance, Physical & Behavioral Health Assessments and Services. St. Luke's sent the Medical Van to Bangor Schools in the Fall of 2014 (Mobile Dental and Vision Van support for Bangor Area School District: $12,500, Mobile Dental Van support for Paxinosa and Cheston Schools in Easton School District: $4500); - Exploring opportunities and partnerships for mental health programs such as the Adolescent Depression Awareness, Substance Abuse Prevention and Healthy Relationship Programs; - Healthy Living Initiatives such as Tail on the Trail and exploring opportunities for school gardens, nutrition and health education programs; - Literacy Programs such as Dr. Seuss Day and developing Reading Rocks and Little Free Libraries (Dr. Seuss Day: February 28th, 2014, St. Luke's Anderson provided Dr. Seuss Day Literacy promotions and Volunteers at Washington Elementary School: $350); and - Youth Development (Leader in Me and Career Mentoring) -Tail on the Trail Kick Off at DeFranco Elementary School, May 1st 2014: 26 Leader in Me Students; 3 St. Luke's health educators and the Anderson Community Health Representative engaged students in health education tips & fitness exercises. Other services include: ----------------------- - The St. Luke's Vision Van provided vision testing and glasses to students who do not have vision insurance or who have barriers in obtaining vision care. This service is provided at no cost to the student; - The St. Luke's Dental Van provided access to dental care for children aged 3-18 with no dental insurance or who have Gateway/Amerihealth Caritas insurances, and they have not seen a dentist for at least six months; - Provided Community Health Outreach with health education information, and dental and vision consults for more than 200 community members at the Slater Family Network Community Day in March; and - St. Luke's Certified Applications Counselor provided insurance application assistance and enrollment to five Bangor School District Families at the Slater Family Network.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Carbon-Schuylkill Community Hospital, Inc. ========================================== Carbon-Schuylkill Community Hospital, Inc. ("St. Luke's Miners Memorial Hospital" a.k.a. "SL-Miners") is a Joint Commission-accredited, not-for-profit, 44-licensed bed acute care hospital and 48-bed skilled nursing facility. SL-Miners is located in Coaldale, Pennsylvania, in Schuylkill County near the Carbon County border. SL-Miners primarily provides care to residents of Schuylkill, Carbon and Lower Luzerne counties in Northeastern Pennsylvania. Annually, SL-Miners provides care for more than 2,600 observations and admissions, more than 83,000 outpatient visits and 15,000 emergency department visits. SL-Miners is recognized by the Internal Revenue Service ("IRS") as an Internal Revenue code section 501(C)(3) tax-exempt organization. Pursuant to its charitable purposes, SL-Miners provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. Moreover, SL-Miners operates consistently with the criteria outlined in the IRS Revenue Ruling 69-545 (see above). The operations of SL-Miners, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the use and control of SL-Miners is for the benefit of the public and that no part of the income or net earnings of the organization is for the benefit of any private individual nor is any private interest being served other than incidentally. Founded in 1910, SL-Miners was acquired by nationally recognized St. Luke's University Health Network ("Network") in 2000 and celebrated its 100th year of community service in October 2010. Since joining the Network, SL-Miners admissions have increased by nearly 19 percent. The Hospital provides patients with access to 190 physicians across 25 medical specialties. The Hospital is accredited as a Chest Pain Center by the Society of Cardiovascular Patient Care. Additionally, in 2014, the Hospital ranked first in Pennsylvania and eighth in the U.S., out of 2,728 hospitals, for the highest Value Based Purchasing scores, based on the Hospital's clinical quality outcomes and patient satisfaction scores. SL-Miners was named a 2014 Premier QUEST winner for achieving top decile performance in all measurements (mortality, cost of care, patient satisfaction evidence-based care, safety and readmission); and earned a 2014 Achievement Award from the Hospital and Healthsystem Association of Pennsylvania. SL-Miners was named a 2015 Premier Quest Award winner for High-Value Healthcare - as a recipient of the Citation of Merit, which recognizes hospitals that achieve top performance in five out of seven measures. The Hospital was granted Level IV Trauma Center accreditation status by the Pennsylvania Trauma Systems Foundations, effective November 1, 2013, which status recently was renewed for an additional three-year period. This is the first time that a new trauma program received a three-year resurvey term which is attributed to the Pennsylvania trauma System Foundation's confidence in the SL-Miners program. The Network has invested approximately $32.1 million in technical and facility improvements within SL-Miners since 2000, including outpatient centers which offer advanced technology and physician services, further enhancing patients' ability to easily access state-of-the-art healthcare. Capital projects include the following: - a state-of-the-art emergency department in 2002, new MRI, sleep disorder center, cardiovascular conditioning center, new access road from Rt. 209 directly to the Hospital; - a newly renovated $1.6 million six-bed ICU in 2010; - an extensive $2.6 million renovation of the Hospital's ground floor, including the lobby, registration and laboratory was completed in 2012, and a new St. Luke's Heart & Vascular Center was added; - a new $1.6 million outpatient facility was established in Tamaqua on Route 309 in 2013. Services offered include: orthopedics, sports medicine, women's health, neurology, imaging and laboratory; - Additional facility improvements in 2013 included elevator replacement, updated telemetry equipment and roof replacement; - a new blood draw site in Albrightsville, PA; completed structural upgrades to the main Hospital building, purchased operating room equipment, including an arthroscopy table for use in a muscle sparing hip replacement procedure which enables patients to recover more quickly; and a laser for use in non-invasive urology procedures in 2014; - SL-Miners purchased three physical therapy clinics to improve availability of services in the Miners coverage area in August 2014; - a new Medical Office Building adjacent to the hospital to provide additional physician specialty services and improve ease of access to our patients in 2015; and - Construction has commenced on a new inpatient floor. It will feature private rooms and open in April 2016. SL-Miners is located in Coaldale, a medically underserved area. The Hospital has significantly expanded medical expertise through the addition of the following services: - Direct access to orthopedic surgeons providing the most advanced diagnosis, treatment and rehabilitation for patients with musculoskeletal disorders and injuries; - Direct access to highly trained cardiac team which includes experienced and skilled cardiologists, cardiac and vascular surgeons, interventional radiologists and electrophysiologists; - Direct access to oncologists and a wide range of oncology specialists; and - Direct access to hospitalists. SL-Miners operates three federally designated rural health clinics in Hometown, McAdoo and Nesquehoning, serving 13,265 patient visits in FY '15. The centers treat patients of all ages, offering exceptional quality care close to home. In FY'15, mental health assessment and therapeutic services were added at the centers. No patient is denied care, regardless of their ability to pay for their care. All insurances, including Medicaid, are accepted. In FY'15, SL-Miners began providing 24/7 TelePsychiatry and TeleNeurology services which delivers immediate benefit to both patients and clinical staff by providing quick access for psychiatric and neurological consultations for patients. The Hospital also established a clinical rotation in collaboration with four schools to provide physician assistant students the opportunity to do their clinical study in a rural community setting. St. Luke's Miners Rehabilitation and Nursing Center is a fully accredited, 48-bed hospital-based, skilled nursing facility located on the fifth floor of the Hospital. Individualized short-time rehabilitation and long-term care services are provided. Community Outreach ------------------ In keeping with its commitment to the communities it serves. SL-Miners annually reaches more than 3,200 people through its community outreach endeavors. The Hospital offers a variety of free screenings/services for community-run events throughout the year. Community outreach includes, but is not limited to, the following: - Utilized numerous media outlets to educate the community about health issues that may impact them; - Provided Live Your Life wellness program - more than 400 participants. The focus of the program is to promote healthy eating habits and increase physical activity while reducing the prevalence of diabetes and other chronic diseases; - Provided "Get Your Tail on the Trail" physical activity program for children and adults - more than 270 participants; - Provided smoking cessation classes, diabetes prevention and education classes; - Administered blood pressure screenings and 175 flu and pneumonia vaccines at no charge; - Offered Reading Rocks! Program, an after-school reading program that pairs elementary students identified by teachers as needing additional assistance with members of the hospital staff for additional reading practice; - Provided vision van services to 148 students and health van services to 40 students in local school districts; - Conducted Healthy Living Initiative in partnership with the Kellyn Foundation - healthy living, nutrition, and garden programs for 147 third grade students; - Provided summer lunch program in conjunction with two local churches, serving children and adults; - Conducted four health fairs and 21 Community Health talks on a variety of topics including: diabetes, drug and alcohol awareness, exercise and heart disease, community safety, the benefits of screening for colorectal cancer, weight management and type 2 diabetes, smoking cessation; - Sponsored MS/Parkinson's and nutrition and weight management support groups; and - Matter of Balance Program.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Other Community Outreach programs include: ------------------------------------------ - Carbon County Drug and Alcohol Expo for which Rural Health Centers provided drug and alcohol addiction information and counseling; and - Carbon-Schuylkill town Hall meeting, "Heroin - A Rural Epidemic." Emergency department participated in a panel discussion about heroin and addiction. They educated the community about medical treatments, trends, and answered open forum questions. Hospital activities pursue expanded relationships and health improvement with the communities it serves through various coalition-building activities including, but not limited to, the following: - Participated in Schuylkill Alliance for Healthcare Access programs, including Diabetes Task Force, Interfaith Health Network, Mental Health Committee, Health Alliance and Community Health Day; - Sponsored 5K event to promote health and wellness and raise funds for Community Health Programs such as "Live Your Life," tobacco cessation, Reach Out and Read literacy programs and more; - Sponsored a mock car crash for 200 Jim Thorpe High School students to raise awareness of the dangers of distracted driving. The program consisted of the mock car crash with victims being extracted from the vehicle by emergency responders and transported via ambulance, booking of charges and magistrate activity. A presentation by St. Luke's Miners Hospital trauma team followed to reinforce the dangers of distracted driving; - Participated in "Carbon County Safety Day," an annual event attended by more than 1,200 members of the community. Blood pressure screenings were offered along with health and nutritional information; - Participated in local service clubs including: Lions Clubs and Rotary Clubs, Carbon Leadership Program, Tamaqua Chamber of Commerce, United Way, Tamaqua YMCA, and the Panther Valley, Tamaqua, and Jim Thorpe Area School Districts; and - Participated in Adopt-a-School Program at economically challenged Panther Valley School District that straddles Carbon and Schuylkill counties. Services include vision exams, glasses, health van clinic visits, Affordable Care Act certified counseling, health education, healthy activities, and access to mental health services. St. Luke's Quakertown Hospital ============================== St. Luke's Quakertown Hospital ("SL-Quakertown") is a Joint Commission-accredited, not-for-profit, 62-licensed bed acute care hospital located in Quakertown, Bucks County, Pennsylvania. SL-Quakertown provides care primarily to residents of Upper Bucks County, Upper Montgomery County and the southern sections of Lehigh Valley, Lehigh County. SL-Quakertown annually provides care for more than 3,220 observations and admissions, 74,530 outpatient visits and 14,720 emergency department visits. SL-Quakertown is recognized by the Internal Revenue Service ("IRS") as an Internal Revenue code section 501(C)(3) tax-exempt organization. Pursuant to its charitable purposes, SL-Quakertown provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. Moreover, SL-Quakertown operates consistently with the criteria outlined in the IRS Revenue Ruling 69-545 (see above). The operations of SL-Quakertown, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the use and control of SL-Quakertown is for the benefit of the public and that no part of the income or net earnings of the organization is for the benefit of any private individual nor is any private interest being served other than incidentally. Founded in 1930, SL-Quakertown was acquired by nationally recognized St. Luke's University Health Network ("Network") in 1995. The Hospital provides patients with access to more than 370 physicians across 47 medical specialties. The Hospital achieved an "A" rating for four consecutive years (2011 - 2014) as determined by its Leapfrog Hospital Safety Score. Additionally, in 2015, SL-Quakertown received the QUEST Citation of Merit for High-Value Healthcare at the Annual Premier Breakthroughs Collaborative in National Harbor, MD. This award is given to those organizations that have achieved Top Performance Threshold (TPT) for five of the seven QUEST domains (Mortality, Cost and Efficiency, Inpatient and Outpatient Evidence Based Care, Mortality, safety, Patient & Family Engagement). SL-Quakertown is also Chest Pain Accredited by the Society of Cardiovascular Patient Care, as well as a NICHE (Nurses Improving Care for Health System Elders) designated hospital. Currently, SL-Quakertown is also pursuing Level IV Trauma Certification from the Pennsylvania Trauma Systems Foundation, Primary Stroke Certification from the Joint Commission, and Certification as a Hernia Center of Excellence from the Surgical Review Corporation. The Network has invested approximately $75 million in technical and facility improvements at SL-Quakertown since 1995, including outpatient centers which offer advanced technology and physician services, further enhancing patients' ability to easily access state-of-the-art healthcare. Recent major improvements include: - a 22,905 sq. ft., $8.5 million St. Luke's Bone & Joint Institute; - a 6,620 sq. ft., $775,000 renovation of St. Luke's Heart & Vascular Center; - a 21,728 Sq. ft., $8.7 million St. Luke's Upper Perkiomen Outpatient center; and - an urgent care center which opened in November 2014. Additional improvements included nearly $1 million in new patient monitoring equipment in FY '13 and in FY '14, installation of new cardiac monitors and new HEV boards, purchase of life support medical simulator, upgrade to barcode scanners and purchase of a new PICC line insertion system The Hospital has significantly expanded medical expertise through the addition of the following services: - Direct access to orthopedic surgeons providing the most advanced diagnosis, treatment and rehabilitation for patients with musculoskeletal disorders and injuries; - Direct access to highly trained cardiac team which includes experienced and skilled cardiologists, cardiac and vascular surgeons, interventional radiologists and electrophysiologists; and - Direct access to oncologists and a wide range of oncology specialists. Community Outreach ------------------ In keeping with its commitment to the communities it serves. SL-Quakertown annually reaches more than 10,000 people through its community outreach endeavors. The Hospital offers a variety of free screenings/services for community-run events throughout the year. Community outreach includes, but is not limited to, the following: - utilized numerous media outlets to educate the community about health issues that may impact them; - hosted numerous community events such as Tail on the Trail, Harvest Fest, Monster Mash and 5K Dash and St. Luke's Land and Lake Advanture Event as well as multiple community leader meetings; - participated or sponsored more than 25 community events such the Upper Bucks YMCA 5K, Upper Bucks YMCA Healthy Kids Day; the Upper Perkiomen YMCA Senior Citizen Prom, and Relay for Life's National Night Out event; - hosted Network's dental van traveled to area high/middle schools in Bucks County and onsite at St. Luke's Quakertown Hospital providing dental visits to at-risk, uninsured students; - provided free screenings and diagnostic services to free clinic patients; - supported the Open Link: a multi-service agency offering programs, resources and services designed to meet the basic needs of individuals and families in the Upper Perkiomen Valley; - conducted CPR and first aid courses; - provided educational programs on various topics and participated in various community health fairs; and - provided flu and/or pneumonia immunizations to community residents. The Hospital has actively pursued expanded relationships and health improvement advocacy with the communities it serves through various coalition building activities including:
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - conducting Community Leaders meetings; - Membership on the Upper Perkiomen and Upper Bucks YMCA boards of directors and committee participation; - Chair of the Bucks County Health Improvement Partnership (BCHIP); - participation in 25 community events including community days celebrated by Pennsburg, Springfield Township, Coopersburg, Richlantown Borough, Richland Township, and Quakertown Borough; - hospital employees sponsorship of several types of collections to support community non-profits such as the eyeglasses for the Lions Eye Bank; book drives for at-risk children and food to support area food banks; - participation in National Night Out Fight Against Crime, Upper Bucks YMCA, Quakertown Alive, Bucks County Health Improvement Partners, Upper Perkiomen and Upper Bucks chambers of commerce; - conducted a health fair/in-service day at Southern Lehigh Intermediate School providing information that included diabetes education and health screenings; and - hosted Medical Career Pathways Program for Palisades High School seniors. St. Luke's Warren Hospital, Inc. St. Luke's Warren Hospital, Inc. ("SL-Warren") is a Joint Commission-accredited, not-for-profit, 214-licensed bed acute care hospital located in Phillipsburg, Warren County, New Jersey. SL-Warren provides care primarily to residents of Warren and Hunterdon Counties in New Jersey, and Easton, Northampton County, Pennsylvania. SL-Warren annually provides care for more than 6,500 observations and admissions, more than 80,900 outpatient visits and 29,023 emergency department visits. SL-Warren is recognized by the Internal Revenue Service ("IRS") as an Internal Revenue Code Section 501(C)(3) tax-exempt organization. Pursuant to its charitable purposes, SL-Warren provides medically necessary healthcare service to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. Moreover, SL-Warren operates consistently with the criteria outlined in IRS Revenue ruling 69-545 (see above). The operations of SL-Warren, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the use and control of SL-Warren is for the benefit of the public and that no part of the income or net earnings of the organization is for the benefit of any private individual nor is any private interest being served other than incidentally. Founded in 1923, SL-Warren was acquired by nationally recognized St. Luke's University Health Network ("Network") in 2012. SL-Warren provides patients with access to more than 313 physicians across 46 medical specialties. SL-Warren is certified as a Primary Stroke Center by the New Jersey Department of Health and Senior Services. The St. Luke's Warren Campus is part of St. Luke's Integrated Network Cancer Program (INCP) which is accredited with commendation by the American College of Surgeons. SL-Warren offers hyperbaric oxygen services, accredited by the Undersea and Hyperbaric Medical Society. SL-Warren received additional payment in the 2015 CMS Value-Based Purchasing program, performing better than peer hospitals in New Jersey. SL-Warren continues to participate in the New Jersey Department of Health & Seniors Services public reporting initiative. Performance improvement teams work to continuously improve the process of care provided to patients suffering a heart attack, patients with pneumonia or health failure and those undergoing surgical procedures. The Network has invested approximately $39.6 million in technical and facility improvements at SL-Warren since 2012. Capital projects include the following: - $17.2 million in facility improvements and expansions (new ICU, new Infusion Center, expansion/relocation of Outpatient Therapy, Outpatient Radiology, Outpatient Lab, and Orthopaedic services at Washington Outpatient Center and Hillcrest Plaza); - $4.6 million for two CT scanners, an MRI, and two nuclear imaging cameras, all offering the latest available GE technology ($1.2 million for related construction/renovations); - $3.8 million for IT upgrades; - $1.65 million for a new emergency generator; and - $12.35 million in other facility improvements and equipment. The Hospital also has improved care by opening new facilities with expanded services both on its campus and in the community: - Washington Outpatient Center opened March 2015 in Washington, NJ, provides family medicine services, outpatient physical therapy, lab services and four modalities of radiology services: ultrasound, dexascan, mammography and x-ray; - Hillcrest Bone & Joint Institute opened May 2015 in Phillipsburg, NJ, provides orthopaedic medical and surgical care, x-ray, as well as outpatient physical, occupational, speech and pediatric therapy; and - The Comfort Zone, an adult medical day care center. Care is provided for individuals 60 years and older, accounting for 5,379 annual visits to the Center for daily activities and medical monitoring. The Hospital has significantly expanded medical expertise through the addition of the following services: - direct access to gynecologic oncologists, oncology care and surgery; - direct access to colorectal surgeons; - direct access to sub-specialty radiologists; and - direct access to highly trained cardiac team which includes experienced and skilled cardiologists, cardiac and vascular surgeons, interventional radiologists and electrophysiologists. Community Outreach ------------------ In keeping with its commitment to the communities it services, SL-Warren annually reaches more than 3,299 people through its community outreach endeavors. The Hospital offers a variety of free screenings/services for community-run events throughout the year. Community outreach includes, but is not limited to, the following: - utilized numerous media outlets to educate the community about health issues that may impact them; - participated in eight area health fairs; - provided health seminars on various topics to more than 387 community members; - SL-Warren's Speaker's Bureau provided 16 programs to local groups; - Conducted the following 18 health screenings at the Hospital for the general public: memory, youth baseline impact, feet, prostate cancer, peripheral vascular, breast cancer, heel bone density, skin cancer and depression. Additionally, monthly blood pressure screenings are provided in the Hospital lobby; - Sponsored the following support groups: diabetes, ostomy, Parkinson's, grief and caregiver (partnering with Alzheimer's Association); - Offered three babysitting classes, twice-weekly osteoporosis exercise classes; - Trained 269 individuals in various skill sets including: CPR, ACLS, IV; - Hosted a memorial service for more than 75 family members who lost loved ones to cancer; - Provided free dental care, including hygiene and restoration, to 1,921 Phillipsburg school children; - Hosted an EMS Recognition Night for more than 45 attendees; - Provided 6,853 trips by the Express Run Van, which transports seniors and disabled Warren County and Easton residents to and from the Hospital for outpatient services; and - Enrolled 1,504 community members in Future Focus, a free program for those 55 and older. The Hospital pursues expanded relationships and health improvement advocacy with the communities it serves through various coalition-building activities, including, but not limited to, the following: - Phillipsburg leadership team's bi-monthly breakfast meetings; the Hospital also hosts these meetings; - Hospital employees volunteered 45 hours per month supporting and building partnerships with community organizations including: United Way of Northern New Jersey, Rotary Club, Phillipsburg School District's Business/Community Partnership, Big Brothers/Big Sisters of Warren County, American Cancer Society and United Way Caregiver Coalition. The Hospital provided leadership and support to the Phillipsburg Area Chamber of Commerce, Phillipsburg Walters Park Pool and the United Way of Northern New Jersey; - Participated in community events such as local community days and the (FQHC) Neighborhood Health Fair; - Hospital employees supported community non-profit initiatives including United Way, Stuff the Bus, Relay for Life, Salvation Army Angel Tree Program, Big Brothers/Big Sisters of Hunterdon, Somerset & Warren, NORWESCAP Food Bank and Project Homeless Connect; - Hosted and subsidized the local Meals on Wheels program; and - Forty-nine employees and physicians supported the Miller-Keystone Blood Center drive, held three times each year.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Background and Statistical Information -------------------------------------- St. Luke's was originally founded in 1872 to care for the workers at the steel foundries in Bethlehem. Today, St. Luke's has grown into one of Pennsylvania's largest integrated healthcare networks and enjoys a national reputation for clinical excellence. St. Luke's provides services at more than 200 locations which include five Pennsylvania hospital sites and St. Luke's Warren Hospital in Phillipsburg, NJ. More than 517 employed primary care, specialty care and hospital physicians provide services at more than 215 practice sites, as well as in all Network hospitals. St. Luke's also includes: various outpatient testing and service facilities, home health, inpatient/outpatient hospice services and other related organizations. St. Luke's offers emergency and transport services in Pennsylvania and New Jersey and is the largest hospital-based EMS unit in Pennsylvania. In FY15, St. Luke's provided treatment and services to 61,495 admissions/observations, 1,116,761 outpatient visits and 229,357 emergency department visits. Ninety-three percent of the 1,299 Network medical staff is board certified; a significant portion of medical staff see patients at multiple Network hospitals. St. Luke's encompasses more than 10,000 employees, making St. Luke's the region's second largest employer. It is served by more than 1,300 volunteers. Awards and Clinical Achievements -------------------------------- The Network has received more than 125 significant national and state awards for clinical excellence and efficient management. These include, but are not limited to: NATIONAL AWARDS: Truven (formerly Thomson Reuters, Solucient). 100 Top Hospitals; 100 Top Teaching Hospitals (2016, 2015, 1997, 2001), only hospital in region to receive this award. 100 Top Hospitals; 2016 for St. Luke's Quakertown Campus in Small Community Hospital Category Top Cardiovascular Hospitals (1999, 2001, 2002, 2003, 2012, 2014). 100 Top ICU Hospitals (2000). U.S. News & World Report - America's Best Hospitals: - Best Heart Hospitals (1999, 2000, 2001, 2002, 2003, 2004, 2005). - Best Digestive Disease Hospitals (2007, 2008). - Best Ear, Nose & Throat Hospitals (2008). U.S. News & World Report - Top Performance: - GI, Geriatrics, Nephrology, Neurology, Pulmonary, Urology (2011). - Cardiac, Diabetes, GI, Geriatrics, Nephrology, Neurology, Ortho, Pulmonary, Urology (2012). - Diabetes, GI, Geriatrics, Neurology, Ortho, Pulmonary (2013). - Diabetes, GI, Geriatrics, Nephrology, Neurology and Neurosurgery, Ortho, pulmonary, urology, (2014) - COPD, Heart Bypass Surgery (2015) Top 50 Hospitals in U.S. (2009, 2010, 2011 - HealthGrades). Bariatric Center of Excellence (2009) -Metabolic and Bariatric Surgery Accreditation and Quality Improvement Program, Medicare patients are required to utilize Center of Excellence Bariatric Programs. Commission on Cancer Outstanding Achievement Award (2004, 2007, 2010 - American College of Surgeons), first and only Pennsylvania cancer program to receive highest quality recognition for three consecutive survey cycles. Highest Quality Rating for Open Heart Surgery (2008, 2009, 2011, 2012, 2015 - American College of Thoracic Surgeons), only 6 percent of nation's hospitals attain this distinction. Most Wired Award for 2013, 2014 - American Hospital Association. Premier Quality Award for CABG (2006). Premier Quality Award for Hip/Knee Replacement (2006, 2007, 2008). Premier QUEST Award for High Value Healthcare (SL-Allentown, SL-Bethlehem, SL-Quakertown - 2011, SL-Miners, SL-Quakertown - 2013). Premier QUEST 2014 Awards: Winners: SL-Anderson, SL-Miners; Finalist: SL-Quakertown; Citation of Merit: SL-Allentown. Premier QUEST Top Performance 2015 Awards: SLA, SLB, SLM, SLQ, SLRA. National Medal of Honor for Organ Donation (2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012 - U.S. Department of Health & Human Services). Top Integrated Healthcare Networks (2004, 2005, 2007 - IHN). American Heart Association Stroke Silver Plus Quality Award (SLA/B - 2012), Gold Plus Award (SLA/B - 2013, 2014, 2015, 2016), National Stroke Honor Roll (SLA/B - 2013, 2014). Honor Roll Elite (SLA/B - 2015, 2016), Bronze Award (SLM - 2015; SLRA, SLQ - 2016), Silver Award (SLM - 2016). Hospital of Choice Award - U.S. Alliance of Healthcare Providers (2005, 2006). The Joint Commission Top Performer on Key Quality Measures Recognition (SL-Warren, 2011; SL-Miners, SL-Warren, 2012; SL-Allentown, SL-Bethlehem, SL-Miners, SL-Quakertown, SL-Warren 2013; SLA/B, SLM, SLQ, SLW - 2014). HomeCare Elite (St. Luke's Home Care Agency- 2012, 2013, 2014 and 2015). Women's Choice Award (2016) - America's Best Hospitals for Obstetrics; America's Best Hospitals. HealthGrades: - Distinguished Hospital Awards for Clinical Excellence Award (SLA/B - 2016). - America's 100 Best Hospitals for Critical Care Award (SLA/B, SLRA - 2015, 2016). - America's 100 Best Hospitals for Stroke Care Award (SLA/B - 2015, 2016). - Cranial Neurosurgery Excellence Award (SLA/B - 2016). - Neuroscience Excellence Award (SLA/B - 2016). - Pulmonary Care Excellence Award (SLA/B - 2014, 2016; SLRA, SLQ - 2015, 2016) - Patient Safety Excellence Award (SLRA - 2015). - General Surgery Excellence Award (SLRA - 2016). - Gastrointestinal Care Excellence Award (SLRA - 2016). PENNSYLVANIA AWARDS: Best Place to Work in PA (2003, 2004, 2005). HAP Achievement Awards [2004, 2006, 2008, 2010 - four awards (most ever by one healthcare organization in one year), 2011, 2012 - two awards, 2013 - two awards, 2014 - four awards]. Pennsylvania Donate Life Hospital Challenge Gold Level Achievement Award (2013) Sponsored by HAP, PA DOH and Gift of Life Donor Program. Honors hospitals for activities held to increase donor awareness; only 20 PA healthcare organizations attained gold distinction. NEW JERSEY AWARDS: NJHA Excellence in Quality Improvement Award (2013, 2014). Affiliation with Lewis Katz School of Medicine at Temple University ------------------------------------------------------------------- According to the Association of American Medical Colleges, our nation faces an anticipated shortage of 91,000 physicians by 2020 and 140,000 by 2025. To ensure continued regional access to physicians, St. Luke's and Temple University School of Medicine have developed the regional Medical School of Temple University/St. Luke's University Health Network, the first and only medical school campus in the greater Lehigh Valley. Enrolled students complete the first year at Temple, followed by years two, three and four at St. Luke's University Hospital in Bethlehem. The inaugural class began August 2011, followed by the second class in August 2012 and the third class in August 2013. Full enrollment of 120 medical students was achieved in August 2014 and the School expects to graduate 300 physicians in 10 years (beginning with the Class of 2015 graduation) of which the School hopes to retain 50 percent in the greater Lehigh Valley. The courses and competencies of this program are identical to the requirements for students training the full four years at the Temple campus in Philadelphia. Students applying to the program are interviewed at St. Luke's by St. Luke's physicians who are faculty members of the Temple University School of Medicine. Clinical medical skills, interpersonal and communication skills, professionalism, multiculturalism, socioeconomic and social and ethical issues are taught throughout the four years. St. Luke's physicians, who are faculty members of the Temple University School of Medicine faculty, teach the first year doctoring course in Philadelphia. St. Luke's is also a Comprehensive Clinical Teaching Campus for Temple University School of Medicine. Approximately 16 third- and fourth-year medical students enrolled at the Temple Philadelphia campus may complete their clinical rotations at St. Luke's University Hospital. St. Luke's also trains students from the Philadelphia College of Osteopathic Medicine and other medical schools that rotate on electives at St. Luke's. Graduate Medical Education and Other Education Programs ------------------------------------------------------- St. Luke's has a long history of involvement in medical education, especially graduate medical education, and is one of only 400 members of the prestigious Council of Teaching Hospitals. St. Luke's is dedicated to quality medical education coupled with compassionate patient-centered, technologically sophisticated care. The goal of St. Luke's graduate medical education program is to train young physicians who will have the knowledge and skills to enter private practice and/or go into fellowships for further training.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Medical education programs are conducted primarily at the Bethlehem, Allentown and Warren campuses. Each year, more than 180 interns/residents/fellows train at St. Luke's 23 fully accredited programs which include: Dental, Emergency Medicine (dually accredited allopathic and osteopathic), Family Medicine (dually accredited allopathic and osteopathic at Bethlehem and Warren), General Surgery, Internal Medicine (dually accredited allopathic and osteopathic), OB-GYN, Orthopedic Physical Therapy, Orthopedic Surgery, Pharmacy, Podiatric Medicine and Surgery residencies; and Cardiovascular Disease, Geriatric Medicine, Hospice and Palliative Care Medicine, Podiatric Dermatology, Sports Medicine and Surgical Critical Care fellowships. More than 200 members of St. Luke's medical staff hold faculty appointments at prestigious medical schools including Temple University, The University of Pennsylvania and Philadelphia College of Osteopathic Medicine. St. Luke's also conducts postgraduate continuing medical education through its sponsorship of more than 500 annual continuing medical education (CME) programs for physicians, nurses and ancillary healthcare professionals. St. Luke's offers clinical rotations in the following advanced practitioner programs: certified registered nurse anesthetist program, certified registered nurse practitioners programs (enrollees from DeSales University, Drexel University, University of Pennsylvania, Walden University, Georgetown University, Temple University, Thomas Jefferson University and others), emergency medicine PA/NP fellowships, trauma/surgical critical care PA/NP fellowships, physician assistant program (enrollees from DeSales, Drexel, King's College, Pennsylvania, Arcadia and Salus University) and the only formal physician assistant observer programs. St. Luke's serves as a major training site for undergraduate and graduate nursing students from St. Luke's School of Nursing, Moravian College, DeSales University, Cedar Crest College, Northampton Community College, Lehigh Carbon Community College, Bucks County Community College and the Pennsylvania State University's Lehigh Valley campus. St. Luke's serves as a major training site for allied health advanced practitioners. More than 300 allied health students annually spend more than 63,400 hours at St. Luke's - an average of 250 hours per student. Allied health professionals work in teams to facilitate functionality of the healthcare system through provision of a range of diagnostic, technical, therapeutic and direct patient care and support services. Allied health professionals train in many disciplines including: lab, medical assistants, MRI, nuclear medicine, phlebotomy, physical/occupational therapy, athletic trainers, radiology and respiratory care. Students from 22 colleges, universities and technical institutes are enrolled in St. Luke's programs. St. Luke's also trains students in surgical technology in its own school of surgical technology. Additional education programs include: pastoral care and hospital administration internships. St. Luke's also routinely hosts high school student for healthcare career exploration observational experiences. St. Luke's School of Nursing ---------------------------- St. Luke's University Hospital of Bethlehem, Pennsylvania was the fourth hospital in the country to operate a school for nurses. Established in 1884, St. Luke's School of Nursing is the nation's oldest hospital-based, diploma nursing school in continuous operation. More than 4,000 nursing students have successfully completed the program. St. Luke's School of Nursing is approved by the Pennsylvania State Board of Nursing and was reaccredited in 2014 with conditions by the Accreditation Commission for Education in Nursing. More than 150 students are enrolled in the 20-month program. Community Support ------------------ In keeping with its commitment to the communities it serves, St. Luke's, through its hospitals and other affiliates, offers a variety of free services/screenings for community-run events throughout the year. St. Luke's also accepts requests for donations to fellow non-profit institutions. St. Luke's Community Health Department supports the mission of the Bethlehem Partnership (Partnership) for a Healthy Community which focuses on improving the health status and quality of life of the community, especially those with limited resources. Established in 1996 by the Board of Trustees of St. Luke's University Health Network, the Partnership is a national model for collaborative efforts to improve access to healthcare services. Currently more than 200 participating/funding agencies, including those from local business, government, educational and community organizations, are actively involved in Partnership programs. St. Luke's provides the administrative and medical leadership, staff and financial support for the Partnership. The Partnership philosophy is through community participation with shared responsibility, the physical, mental, emotional and spiritual wellness of individuals and the quality of life in the community can be enhanced. Services are provided primarily to at-risk and underserved children and adults through St. Luke's four mobile health/dental vans. Bonnie Coyle, MD, has served as medical director for the Bethlehem Area School District, at no cost to the district, for 11 years. Under St. Luke's leadership, Partnership achievements for FY15 included, but are not limited to, the following: - Dental and medical care, primarily to underserved children and adolescents. Care is generally provided in four mobile health vans which regularly visit various schools, an adolescent shelter, and other community gathering sites. In FY15, mobile health vans provided nearly 1,687 patient visits to 266 uninsured students and 268 without a primary care provider; mobile dental health vans provided 3,130 patient visits. Specialized pediatric dental care and adult care was provided at the Easton Dental Center for 3,805 patient visits. A comprehensive vision program is also offered to screen and provide glasses for children at risk. In FY15, 203 patients received vision care. - The Fowler Family Center at Donegan Elementary School provides a number of primary and preventive care services to low-income, at-risk families primarily through St. Luke's Family Practice (SLFP) which is located at the Center. SLFP provided primary and preventive care through 4,433 visits to 1,087 community members in FY15. The Fowler Dental Clinic provided care for 5,579 visits. - The AIDS Service Center fully supports the National HIV/AIDS Strategy's four primary goals. The center provided clinical care and case management services to 399 unduplicated clients in FY15. In FY15, a second HIV location was opened in Easton. Care was provided to 79 HIV+ patients at the Easton Clinic. Ninety percent of the ASC patients have a suppressed viral load. The clinic's patient retention rate of 92 percent exceeded the top 10 percent national rate of 91 percent. The percentage of new patients with CD4 count of <200 (indicating an AIDS diagnosis) decreased to a 4-year low of 25 percent. - The Partnership offers an extensive Adolescent Career Mentoring Program. Over the course of 19 years, St. Luke's has partnered with the Bethlehem Area School District and Lehigh Valley Workforce Investment Board Inc. ("LVWIB") to provide English as a Second Language to at-risk community youths, as well as the opportunity to explore healthcare careers through the School-to-Work Program, while encouraging and mentoring them to graduate from high school and enroll in post-secondary education or enter the workforce. In FY15, 94 percent (16 of 17 enrolled) of the students completed the program successfully. The investment in the Adolescent Career Mentoring Program increased bilingual/bicultural healthcare workers at St. Luke's, increased new employees in a high priority occupation cluster in the Lehigh Valley, PA and diversified the healthcare workforce in the overall community. As a result of the success of the School-To-Work Program, St. Luke's collaborated with LVWIB to develop the Health Career Exploration Program ("HCEP") in 2005. The program was created to assist high school students in developing achievable career and educational goals. Through the program, students have the opportunity to develop valuable career skills in a supportive environment that emphasizes a commitment to academics. HealthCare Professionals serve as mentors and offer directing to the students interested in exploring health careers. During the 2014-2015 school year, the HCEP served 20 students from Bethlehem Area School District. Ninety percent (18 of 20) of the students completed the program and graduated from high school. Seventy-five percent of the students started college in the fall of 2015.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - Provided tobacco cessation services to three worksites in the Lehigh Valley including Pinebrook Family Answers, Crayola and Daybreak. The worksites had a 70 percent quit rate. St. Luke's also integrated cessation counseling into the St. Luke's Employee Wellness Program, trained Dental Clinic staff, specifically the hygienists, to provide brief cessation education to dental patients, and trained Behavioral Health Specialists for AIDS Services Center at St. Luke's Hospital to provide cessation counseling to HIV+ patients. - St. Luke's and Lehigh University (later joined by Muhlenberg College) formed a highly successful partnership in 2009 to develop and implement Reading Rocks!, a reading supplemental/mentoring program for at-risk students at Donegan Elementary School in South Bethlehem and Union Terrace Elementary School in Allentown. St. Luke's assumes all costs associated with this program. In FY15, Reading Rocks! provided reading services to more than 223 students at Donegan Elementary and 24 students at Union Terrace. The program includes rewards for meeting reading goals and weekly one-on-one mentoring by Lehigh student athletes and Muhlenberg students. - St. Luke's Nurse-Family Partnership (NFP) is an evidence-based, nurse home visiting program to improve the health, wellbeing and economic self-sufficiency of low-income, first-time parents and their children. Care is provided in this voluntary prevention program by specially educated registered nurses beginning early in the mother's pregnancy and continuing until her child's second birthday. In FY15, the NFP served 355 families residing in the Lehigh Valley (encompassing the cities of Allentown, Bethlehem and Easton and the surrounding rural areas). - St. Luke's Parent Advocate in the Home (PATH) program provides health and supportive services to families with children age 3 years or younger. In FY15, PATH provided 1,146 visits to 162 patients. A visiting nurse assists families to understand child growth and development, home safety, discipline, healthy eating, problem solving and parenting. This program focuses on early child development, nutrition, health and preparing the families and their children to be ready for school. - St. Luke's Visiting Nurse Advocate for the County (VNAC) program provides child health monitoring and child advocacy services to children living in troubled homes in Northampton and Lehigh counties In FY15, 126 unduplicated clients were served by VNAC nurses. St. Luke's community outreach programs include an extensive network of pediatric and adult medical and specialty clinics at various easily accessible locations. In FY15, more than 140,000 clinic patient visits were provided. In December 2008, the Board of Trustees of St. Luke's University Health Network redesigned the Network's charity care program for patient access to discounted hospital services. The Network has established a Community Benefit Tracking Service to comply with new IRS Form 990 Guidelines (Effective 2009) to report community benefit activities / expenditures. Additional community support included, but is not limited to, the following: - For more than 20 years, St. Luke's employees have sponsored an annual children's winter coat drive, purchasing new coats and other articles of clothing for more than 100 children in need. - St. Luke's University Health Network's InfoLink Toll-free health information telephone number: At an annual cost of $80,000, more than 53,000 callers annually are assisted with a range of services including registration for free community health programs, screenings and other health services, referrals to physician and information on St. Luke's Charity Care Program. - Television Programs: St. Luke's University Health Network produces a live, call-in weekly television program that highlights various healthcare topics and weekly reaches more than a million viewers at an annual production and marketing cost of $110,000. St. Luke's physicians and other healthcare providers supply information on healthy living, health screenings, advances in healthcare treatment and technology and related topics. St. Luke's also co-produces Peak, an Emmy Award-winning weekly television program that features health and wellness segments at an annual cost of $125,000. -Development and sponsorship of a number of community wellness initiatives including Tail on the Trail, a wellness incentive program serving more than 5,000 community members. - A multi-specialty advisory committee meets monthly to ascertain which community requests can best be served by St. Luke's support. Each month, SLUHN receives more than 40 community requests. Of those requests, about 50 percent are supported with in-kind and/or monetary donations. The monetary donations alone total more than $100,000 annually.
CORE FORM, PART VI, SECTION B; QUESTION 11b THE ORGANIZATION IS THE PARENT ENTITY OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY (ITS BOARD OF DIRECTORS) PRIOR TO THE FILING WITH THE IRS. IN ADDITION, THE ST. LUKE'S UNIVERSITY HEALTH NETWORK FINANCE COMMITTEE WAS UPDATED AS TO THIS ORGANIZATION'S CURRENT YEAR FORM 990 PRIOR TO FILING. ST. LUKE'S HEALTH NETWORK, INC. BOARD OF DIRECTORS HAS DELEGATED TO THE FINANCE COMMITTEE THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION AND FILING PROCESS FOR THE TAX-EXEMPT AFFILIATES OF THE NETWORK. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S VICE PRESIDENT FINANCE AND SENIOR VICE PRESIDENT FINANCE AND VARIOUS OTHER INDIVIDUALS OF THE NETWORK TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S INTERNAL WORKING GROUP, INCLUDING, BUT NOT LIMITED TO, THOSE INDIVIDUALS OUTLINED ABOVE, FOR THEIR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP AND OTHER INDIVIDUALS REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S INTERNAL WORKING GROUP AND VARIOUS OTHER INDIVIDUALS FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO THE MEMBERS OF THE ST. LUKE'S HEALTH NETWORK, INC. FINANCE COMMITTEE. FOLLOWING THE FINANCE COMMITTEE'S REVIEW THE FINAL FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO THE FILING WITH THE IRS.
CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THAT POLICY. THE POLICY REQUIRES THAT A CONFLICT OF INTEREST DISCLOSURE FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY. THE NETWORK'S CORPORATE COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT/GENERAL COUNSEL ASSUME RESPONSIBILITY FOR THE COMPLETION OF THE CONFLICT OF INTEREST QUESTIONNAIRES AND ENFORCEMENT WITH THE POLICY. IF A DIRECTOR DISCLOSES AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THE DIRECTOR'S POTENTIAL CONFLICT MAY BE DISCLOSED TO THE BOARD OF DIRECTORS, WHICH EVALUATES THE CONFLICT AND ITS POTENTIAL IMPACT ON THE DIRECTOR'S PARTICIPATION ON THE BOARD. AFTER CONSULTATION AND DISCUSSION, THE BOARD OF DIRECTORS MAY TAKE ACTION, IF APPROPRIATE AND NECESSARY, TO ADDRESS ANY SUCH CONFLICT IN A MANNER CONSISTENT WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
CORE FORM, PART VI, SECTION B; QUESTION 15 Compensation Review Executive compensation for the health network consists of fixed salary, at-risk compensation and other deferred compensation arrangements. Total compensation for network executives is approved annually by the network's Board of directors. The recommended compensation is established through a multi-faceted approach including use of an independent consultant engaged on an ongoing basis by the Board of DIRECTORS and who works directly with the Executive Compensation Committee of the board. Also included is the review of forms 990 and compensation surveys of other comparable healthcare organizations. Please refer to the schedule j, part III, response to Schedule J, Part I, Question 3 for a more detailed description.
CORE FORM, PART VI, SECTION C; QUESTION 19 ST. LUKE'S UNIVERSITY HEALTH NETWORK, OF WHICH THIS ENTITY IS THE PARENT, HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA SECRETARY OF STATE.
CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THIS ORGANIZATION AND RELATED ORGANIZATIONS AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF DIRECTORS.
CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS THE PARENT ENTITY OF THE ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF DIRECTOR MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE NETWORK. THE HOURS SHOWN ON THIS FORM 990 FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENTS THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF DIRECTORS OF OTHER RELATED ORGANIZATIONS IN THE NETWORK, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED ON PART VII OF THIS FORM 990. THE HOURS REFLECTED ON PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY AND PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE NETWORK; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART VII, SECTION B This organization is THE PARENT ENTITY OF the St. Luke's University Health Network ("NETWORK"); a tax-exempt integrated healthcare delivery NETWORK. This organization's Form 990 reflects no top five independent contractors for services and that no Forms 1099 were filed with the Internal Revenue Service. A tax-exempt affiliate within the Network, St. Luke's Hospital of Bethlehem, Pennsylvania, pays all outstanding accounts payable invoices on behalf of this organization. In conjunction with this service, St. Luke's Hospital of Bethlehem, Pennsylvania also prepares and issues Forms 1099 to these vendors receiving payments where applicable and also files these Forms 1099 with the Internal Revenue Service.
CORE FORM, PART XI; LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: - CONTRIBUTIONS/DONATIONS RECEIVED - TEMPORARILY RESTRICTED; $2,697,925; - PLEDGES RECEIVED - TEMPORARILY RESTRICTED; ($2,136,747); - NEW PLEDGES- TEMPORARILY RESTRICTED; $2,954,269; - INCOME FROM INVESTMENTS - TEMPORARILY RESTRICTED; $7,948; - NET ASSETS RELEASED (PLEDGES) FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY AND EQUIPMENT (BUILDING FUND) - TEMPORARILY RESTRICTED; ($5,103); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY AND EQUIPMENT - TEMPORARILY RESTRICTED; ($1,091,497); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS - TEMPORARILY RESTRICTED; ($1,691,949); - INCOME TRANSFERRED TO OPERATIONS - TEMPORARILY RESTRICTED; ($7,948); - ALLOWANCE FOR PLEDGES WRITTEN OFF AND ACTUAL WRITE-OFFS - TEMPORARILY RESTRICTED; ($63,067); - APPRECIATION TRANSFER FROM ENDOWMENT - TEMPORARILY RESTRICTED; $233,561; - INCOME TRANSFER FROM ENDOWMENT - TEMPORARILY RESTRICTED; $669,974; - INCOME TRANSFER FROM UNRESTRICTED NET ASSETS - TEMPORARILY RESTRICTED; $415,207; - OTHER CHANGES IN TEMPORARILY RESTRICTED NET ASSETS - TEMPORARILY RESTRICTED; $290,485; - CONTRIBUTIONS/DONATIONS RECIEVED - PERMANENTLY RESTRICTED; $1,417,664; - INCOME FROM INVESTMENTS - PERMANENTLY RESTRICTED; $1,345,378; - NET REALIZED GAIN ON SALE OF INVESTMENTS - PERMANENTLY RESTRICTED; $2,936,951; - INCOME RELEASED AND TRANSFERRED TO GENERAL FUND FOR OPERATIONS - PERMANENTLY RESTRICTED; ($509,969); - APPRECIATION TRANSFER TO TEMPORARILY RESTRICTED - PERMANENTLY RESTRICTED; ($233,561); and - INCOME TRANSFER TO TEMPORARILY RESTRICTED - PERMANENTLY RESTRICTED; ($302,730).
CORE FORM, PART XII; QUESTION 2 THE TAXPAYER IS THE PARENT ENTITY OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK") A TAX-EXEMPT, INTEGRATED HEALTHCARE DELIVERY NETWORK. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE TAXPAYER AND ALL AFFILIATES FOR THE YEARS ENDED JUNE 30, 2015 AND JUNE 30, 2014; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES BY ENTITY. AN UNQUALIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THE NETWORK'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE NETWORK'S CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR.
CORE FORM, PART XII; QUESTION 3 THIS ORGANIZATION IS THE PARENT ENTITY OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK") ; A TAX-EXEMPT, INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK'S FINANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A NETWORK WIDE CONSOLIDATED A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE NETWORK WIDE A-133 AUDIT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

23-2384282
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (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

(1) ST LUKE'S CARE LLC
801 OSTRUM STREET
BETHLEHEM,PA18015
81-1085699
INACTIVE PA 0 0 SLHN INC
 










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 LUKE'S HOSPITAL OF BETHLEHEM PA
801 OSTRUM STREET

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

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

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

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

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

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

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

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

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

PHILLIPSBURG,NJ08865
22-1494454
HEALTH SVCS. NJ 501(C)(3) HOSPITAL slhn inc
 
Yes
 
(11) ST LUKE'S WARREN HOSPITAL FDN INC
185 ROSEBERRY STREET

PHILLIPSBURG,NJ08865
22-2522476
SUPPORT SLWH NJ 501(C)(3) 509(A)(3) SLWH INC
 
 
No
(12) ST LUKE'S HOSPITAL ANDERSON CAMPUS
801 OSTRUM STREET

BETHLEHEM,PA18015
45-4394739
HEALTH SVCS. PA 501(C)(3) HOSPITAL SLHN INC
 
Yes
 
(13) ST LUKE'S HOSPITAL MONROE CAMPUS
801 OSTRUM STREET

BETHLEHEM,PA18015
46-5143606
INACTIVE PA 501(C)(3) HOSPITAL SLHN INC
 
Yes
 
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) WIND GAP PROF

3435 WINCHESTER ROAD SUITE 300
ALLENTOWN,PA181042284
23-2641715
HEALTHCARE SVcs. PA BETHLEHEM
 
                 












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) ST LUKE'S HEALTH NETWORK INSURANCE COMP

801 OSTRUM STREET
BETHLEHEM,PA180151000
75-2993150
FINANCIAL VEHicle VT N/A
C CORP.         No
(2) ST LUKE'S PHYSICIAN HOSPITAL ORG INC

801 OSTRUM STREET
BETHLEHEM,PA180151000
23-2786818
HEALTHCARE SVcs. PA N/A
C CORP.         No
(3) HILLCREST EMERGENCY SERVICES PC

185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
20-4429976
HEALTHCARE SVcs. NJ N/A
C CORP.         No
(4) TWO RIVERS ENTERPRISES INC

185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
52-1552606
REAL ESTATE NJ SLHN INC
 
C CORP.         No
(5) WARREN PA PROFESSIONAL ALLIANCE INC

185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
20-2652788
HEALTHCARE SVcs. NJ N/A
C CORP.         No
(6) ST LUKE'S WARREN PHYSICIAN GROUP PC

185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
22-3837316
HEALTHCARE SVcs. NJ N/A
C CORP.         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
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f 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
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
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





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 ST. LUKE'S HOSPITAL OF BETHLEHEM PA ROUTINELY PAYS EXPENSES FOR VARIOUS AFFILIATES WITHIN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK IN THE ORDINARY COURSE OF BUSINESS, INCLUDING THIS ORGANIZATION. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
Schedule R (Form 990) 2014
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