Form990
Department of the TreasuryInternal 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
BCheck if applicable:
CName of organization
Saint Lukes Health System Inc
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
901 East 104th Street Mailstop 900S
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Kansas City, MO64131
D Employer identification number

43-1747502
E Telephone number

G Gross receipts $ 273,844,468
F Name and address of principal officer:
Melinda Estes MD
901 East 104th Street Mailstop 900S
Kansas City,MO64131
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.saintlukeskc.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1996
M State of legal domicile: KS
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: OPERATE INTEGRATED HEALTH CARE DELIVERY SYSTEM
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 2,034
6 Total number of volunteers (estimate if necessary) ............. 6 16
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -815,993
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 10,081,032 14,250,297
9 Program service revenue (Part VIII, line 2g) ......... 222,704,301 259,304,012
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 217,448 290,159
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)   0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 233,002,781 273,844,468
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 5,991,233 353,823
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 126,325,586 139,428,844
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 113,804,604 125,826,738
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 246,121,423 265,609,405
19 Revenue less expenses. Subtract line 18 from line 12....... -13,118,642 8,235,063
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 278,784,011 343,103,614
21 Total liabilities (Part X, line 26)............. 223,512,651 293,325,071
22 Net assets or fund balances. Subtract line 21 from line 20..... 55,271,360 49,778,543
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 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SAINT LUKE'S HEALTH SYSTEM IS A FAITH-BASED, NOT-FOR-PROFIT ALIGNED HEALTH SYSTEM COMMITTED TO THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH CARE AND HEALTH RELATED SERVICES IN A CARING ENVIRONMENT. WE ARE DEDICATED TO ENHANCING THE PHYSICAL, MENTAL AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 259,281,719 including grants of $ 353,823 ) (Revenue $ 259,194,812 )
SAINT LUKES HEALTH SYSTEM (SLHS) MANAGES AN INTEGRATED HEALTHCARE DELIVERY SYSTEM AND PROVIDES COMMON MANAGEMENT AND VARIOUS CENTRALIZED SERVICES TO AFFILIATED ENTITIES. SLHS MANAGES AND OPERATES 10 HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION-ORIENTED HEALTH CARE DELIVERY SYSTEM TO SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. PRIMARY BUSINESS OPERATIONS OF THE SYSTEM INCLUDE ACUTE AND BEHAVIORAL HEALTH-RELATED SERVICES IN BOTH HOSPITAL AND CLINIC SETTINGS, HOME CARE, CARE FOR THE TERMINALLY ILL AND A LIFE CARE SENIOR LIVING COMMUNITY.
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 expensesMediumBullet259,281,719
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
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..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
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 II....
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..............
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 IV..............
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 V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
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......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and 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....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
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...............Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? 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
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
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 VI
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
 
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
843
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
2,034
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletEI , BD , CJ
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
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
16
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
12
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
 
No
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
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
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
 
No
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-A 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:
MediumBulletCHARLES ROBB901 East 104th Street Mailstop 900S   Kansas City,MO64131 (816) 932-2000
Form 990 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) GREGORY BENTZ
 
DIRECTOR-VICE CHAIR
 2.0
.................
0.0 		X   X       0 0 0
(2) JOHN PHILLIPS
 
DIRECTOR-SECRETARY
 2.0
.................
0 		X   X       0 0 0
(3) MELINDA ESTES MD
 
DIRECTOR- PRESIDENT & CEO
 50.0
.................
0.0 		X   X       2,464,723 0 263,875
(4) THOMAS W WAGSTAFF
 
DIRECTOR-CHAIRMAN
 2.0
.................
0.0 		X   X       0 0 0
(5) A MICHAEL BORKON
 
DIRECTOR
 2.0
.................
0 		X           0 0 0
(6) BETTY PRESTON-STEELE
 
DIRECTOR
 2.0
.................
0.0 		X           0 0 0
(7) DAVID GIBSON
 
DIRECTOR
 2.0
.................
0 		X           0 0 0
(8) JOHN MACDONALD
 
DIRECTOR
 2.0
.................
0 		X           0 0 0
(9) MARIE GRIFFIN MD
 
DIRECTOR & PHYSICIAN
 2.0
.................
40.0 		X           0 288,360 30,703
(10) MARY LYNN LUCIDO
 
DIRECTOR
 2.0
.................
2.0 		X           0 0 0
(11) MAURICE WATSON
 
DIRECTOR
 2.0
.................
0 		X           0 0 0
(12) RICHARD NORDEN
 
DIRECTOR
 2.0
.................
0 		X           0 0 0
(13) RYAN MCNELLIS MD
 
DIRECTOR
 2.0
.................
40.0 		X           0 310,139 43,977
(14) THE RT REV MARTIN FIELD
 
DIRECTOR
 2.0
.................
0.0 		X           0 0 0
(15) THOMAS BROWN
 
DIRECTOR
 2.0
.................
0.0 		X           0 0 0
(16) THOMAS JACKSON
 
DIRECTOR
 2.0
.................
0.0 		X           0 0 0
(17) CHARLES V ROBB
 
SENIOR VP & CFO
 50.0
.................
0.0 		    X       998,843 0 418,549
Form 990 (2019)
Form 990 (2019)
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) CYNTHIA CHRISTENSEN
 
VP CONTROLLER
 50.0
.......................0.0 		    X       348,161 0 57,678
(19) DAPHNE BASCOM MD
 
VP POPULATION HEALTH
 25.0
.......................25.0 		    X       0 310,529 7,495
(20) DAVID SAFLEY
 
VP-MEDICAL AFFAIRS QUALITY
 25.0
.......................25.0 		    X       0 618,001 39,281
(21) DAWN MURPHY
 
SENIOR VP HUMAN RESOURCES
 50.0
.......................0 		    X       595,562 0 283,031
(22) DEBORAH GASH
 
SENIOR VP CHIEF DIGITAL OFFICER
 50.0
.......................0 		    X       631,070 0 133,499
(23) DENISE MOGG
 
VP CAPACITY MGMT
 50.0
.......................0 		    X       283,467 0 50,627
(24) DIANE TRIMBLE
 
CHIEF NURSING OFFICER
 50.0
.......................0.0 		    X       452,893 0 72,142
(25) J CHRIS PERRYMAN MD
 
SENIOR VP CHIEF MEDICAL OFFICER
 20.0
.......................30.0 		    X       0 665,149 34,453
(26) JAN MURRAY
 
SENIOR VP, CHIEF LEGAL OFFICER
 50.0
.......................0 		    X       967,093 0 105,514
(27) JANE PECK
 
VP CLINICAL SERVICE LINES
 25.0
.......................25.0 		    X       141,823 253,218 23,059
(28) JEREMY BECHTOLD
 
VP FACILITIES & CONSTRUCTION
 50.0
.......................0 		    X       322,753 0 57,835
(29) JOHN WOOD
 
VP CHIEF OPERATIONAL TRANSFORMATION
 50.0
.......................0 		    X       408,757 0 10,954
(30) JULIE QUIRIN
 
SENIOR VP HOSPITAL OPERATIONS
 50.0
.......................0.0 		    X       1,137,598 0 290,468
(31) KAREN KRAMER
 
VP FINANCE
 50.0
.......................0.0 		    X       361,532 0 54,216
(32) LAEL HOLLOWAY
 
VP INTERNAL AUDIT
 50.0
.......................0 		    X       199,470 0 49,013
(33) LAVEDA PAUL
 
VP QUALITY
 50.0
.......................0 		    X       315,911 0 53,478
(34) LIZA STEINKIRCHNER
 
VP AMBULATORY SERVICES TERM BEG 3/19
 50.0
.......................0 		    X       173,455 0 12,591
(35) MARGARET DONNELLY
 
VP POST ACUTE CARE SERVICES
 50.0
.......................0.0 		    X       339,088 0 54,971
(36) MICHAEL DARLING
 
VP SUPPLY CHAIN
 50.0
.......................0 		    X       340,267 0 59,361
(37) MICHAEL VANDERHOEF
 
SENIOR VP DEVELOPMENT
 25.0
.......................25.0 		    X       435,172 0 120,443
(38) MIKHAIL KOSIBOROD MD
 
VP RESEARCH
 25.0
.......................25.0 		    X       0 551,784 40,534
(39) PAIGE STRACK
 
VP ETHICS & COMPLIANCE
 50.0
.......................0 		    X       168,734 0 14,862
(40) RANDAL MEYER
 
VP MGD CARE CONTRACTING
 50.0
.......................0 		    X       329,393 0 62,767
(41) REAGAN SIMPSON
 
VP REHABILITATION SERVICES. TERM END 2019
 50.0
.......................50.0 		    X       41,557 227,915 53,309
(42) REBECCA SESLER
 
CHIEF MARKETING OFFICER
 50.0
.......................0 		    X       453,565 0 64,682
(43) ROBERT BONNEY
 
ASST SECR & SENIOR VP
 50.0
.......................0.0 		    X       846,885 0 126,776
(44) RONALD BAKER
 
VP PATIENT SATISFACTION
 50.0
.......................50.0 		    X       291,847 233,227 78,447
(45) SHELBY FRIGON
 
VP REVENUE CYCLE EFF 1/1/2019
 50.0
.......................0.0 		    X       306,109 0 60,230
(46) TAYLOR WARWICK
 
VP AMBULATORY SERVICES TERM END 3/19
 50.0
.......................50.0 		    X       98,516 192,066 40,464
(47) TIMOTHY VAN ZANDT
 
VP PUBLIC AFFAIRS
 50.0
.......................0.0 		    X       362,705 0 50,769
(48) JAMIE ALLEN
 
SENIOR COUNSEL
 30.0
.......................20.0 		        X   309,414 0 28,848
(49) JAMIE LUARK
 
DIRECTOR EDUCATION
 50.0
.......................0 		        X   266,768 0 49,796
(50) MICHELLE ANDREWS
 
RN - CONV CARE
 40.0
.......................0 		        X   267,775 0 32,674
(51) ROGER ZAREMBA
 
CHIEF TECHNOLOGY OFFICER
 50.0
.......................0 		        X   296,233 0 14,849
(52) TAMMY LESLIE
 
DIRECTOR TOTAL REWARDS STRATEGY
 50.0
.......................0 		        X   254,197 0 33,646
(53) BONNIE JOHNSON
 
FMR VP RISK & CLAIMS MGMT RETIRED 12/2018
 50.0
.......................0 		          X 314,288 0 1,388
(54) DIANE WATKINS
 
FMR VP REVENUE CYCLE RETIRED 12/2018
 50.0
.......................0 		          X 329,725 0 1,882
(55) ELIZABETH DAVIS
 
FMR VP MISSION & COMMUNITY SERVICE RETIRED 12/2018
 50.0
.......................0 		          X 279,408 0 1,541
(56) GINA LAWSON DO
 
FORMER VP
 0.0
.......................50.0 		          X 0 577,291 48,389
(57) LEONARDO LOZADA MD
 
FMR CHIEF PHYSICIAN EXEC Term Ended 4/2018
 0.0
.......................0.0 		          X 192,415 0 0
(58) RANDALL HOUSE
 
FMR VP ENTERPRISE ANALYTICS RETIRED 12/2018
 50.0
.......................0 		          X 444,542 0 6,911
(59) RENE GILLESPIE
 
FMR VP TAXATION RETIRED 12/2018
 50.0
.......................0 		          X 370,676 0 2,217
(60) ROBERT OLM-SHIPMAN
 
FORMER VP
 0.0
.......................50.0 		          X 0 593,822 76,297
(61) SALLY THIEMAN
 
FMR VP ETHICS & COMPLIANCE RETIRED 12/2018
 50.0
.......................0 		          X 308,067 0 3,131
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 17,450,456 4,821,499 3,221,621
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet227
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
Yes
 
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
HCTEC PARTNERS

5106 MARYLAND WAY
BRENTWOOD,TN37027 		TEMPORARY LABOR 6,148,091
OMNICELL INC

590 EAST MIDDLEFIED ROAD
MOUNTAIN VIEW,CA94043 		PROFESSIONAL SERVICES 5,363,409
EPIC SYSTEMS CORP

1979 MILKY WAY
VERONA,WI53593 		CONSULTING SERVICES 5,204,277
WORKDAY INC

6230 STONERIDGE MALL RD
PLEASANTON,CA94588 		SOFTWARE SUPPORT 4,635,285
SIRIUS COMPUTER SOLUTIONS INC

10100 REUNION PLACE
SUITE 500
SAN ANTONIO,TX78216 		SOFTWARE SUPPORT 4,311,873
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet118
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 14,181,340
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 68,957
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 14,250,297
Program Service RevenueAmt Business Code
2a Net Patient Care Revenue 621110 32,285,319 32,285,319    
b Health System Services 561000 216,309,037 216,309,037    
c eICU Program 621110 775,861 775,861    
d Other Program Revenue 561000 9,824,595 9,824,595    
e EPIC Outside Services 561000 109,200   109,200  
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 259,304,012
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 290,159   -925,193 1,215,352
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory     7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss) 0 0 7c
d Net gain or (loss).........MediumBullet        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 273,844,468 259,194,812 -815,993 1,215,352
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 353,823 353,823
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 18,680,847 18,680,847    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 355,604 355,604    
7 Other salaries and wages........ 90,944,667 90,944,667    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 5,722,744 5,722,744    
9 Other employee benefits ....... 16,925,435 16,925,435    
10 Payroll taxes ........... 6,799,547 6,799,547    
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 4,189,119   4,189,119  
c Accounting ........... 1,387,060   1,387,060  
d Lobbying ........... 87,352 87,352    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 396,829   396,829  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 18,169,657 18,169,657 0 0
12 Advertising and promotion .... 3,354,408 3,354,408    
13 Office expenses ....... 4,449,973 4,449,973    
14 Information technology ...... 49,097,439 49,097,439    
15 Royalties ..        
16 Occupancy ........... 8,651,154 8,651,154    
17 Travel ............ 816,995 816,995    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,098,499 1,098,499    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 23,615,200 23,615,200    
23 Insurance ... 1,135,777 1,135,777    
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 Medical Supplies 2,711,684 2,711,684    
b Bad Debt 63,903 63,903    
c SHARED SERVICES 570,466 215,788 354,678  
d
e All other expenses 6,031,223 6,031,223 0 0
25 Total functional expenses. Add lines 1 through 24e 265,609,405 259,281,719 6,327,686 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 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 39,434,761 1 10,136,262
2 Savings and temporary cash investments ......... 18,378,427 2 59,156,906
3 Pledges and grants receivable, net ...... 0 3  
4 Accounts receivable, net ............. 3,343,871 4 3,562,276
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7  
8 Inventories for sale or use ............ 0 8  
9 Prepaid expenses and deferred charges ...... 19,809,185 9 21,570,591
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 268,824,394
b Less: accumulated depreciation 10b 166,487,528 123,232,524 10c 102,336,866
11 Investments—publicly traded securities .   11 0
12 Investments—other securities. See Part IV, line 11 ..... 0 12 1,089,044
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 74,585,243 15 145,251,669
16 Total assets. Add lines 1 through 15 (must equal line 33)... 278,784,011 16 343,103,614
Liabilities 17 Accounts payable and accrued expenses ..... 53,735,377 17 60,405,060
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 169,777,274 25 232,920,011
26 Total liabilities. Add lines 17 through 25.. 223,512,651 26 293,325,071
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 55,271,360 27 49,778,543
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 55,271,360 32 49,778,543
33 Total liabilities and net assets/fund balances ........ 278,784,011 33 343,103,614
Form 990 (2019)
Form 990 (2019)
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
273,844,468
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
265,609,405
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
8,235,063
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
55,271,360
5
Net unrealized gains (losses) on investments ...............
5
-5,639,559
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
-8,088,321
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
49,778,543
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID: 19010655
Software Version: 2019v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number

43-1747502
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................15
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- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) ST LUKES HOSPITAL OF KANSAS CITY
  		440545297 3 Yes   98,344,000 0
(B) SAINT LUKES EAST HOSPITAL
  		562488077 3 Yes   37,993,000 0
(C) SAINT LUKES SOUTH HOSPITAL INC
  		481203262 3 Yes   20,522,000 0
(D) SAINT LUKES NORTH HOSPITAL
  		440565393 3 Yes   19,311,000 0
(E) SAINT LUKES HOSPITAL OF TRENTON
  		431707306 3 Yes   3,059,000 0
(F) SAINT LUKES HOSPITAL OF CHILLICOTHE
  		431735565 3 Yes   5,269,000 0
(G) SAINT LUKES CUSHING HOSPITAL
  		480543792 3 Yes   4,720,000 0
(H) SAINT LUKES HOSPITAL OF GARNETT INC
  		742849611 3 Yes   2,502,000 0
(I) SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE
  		431127200 3 Yes   2,849,000 0
(J) SAINT LUKES PHYSICIAN GROUP
  		431598353 3 Yes   19,725,000 0
(K) ADVANCED UROLOGIC ASSOCIATES INC
  		454725529 3 Yes   0 0
(L) MEDICAL PLAZA IMAGING ASSOCIATES LLC
  		431609584 3 Yes   243,000 0
(M) ROCKHILL ORTHOPAEDIC SPECIALISTS
  		453851008 3 Yes   0 0
(N) BISHOP SPENCER PLACE
  		431139083 9 Yes   592,000 0
(O) WINDSOR CARE INC
  		205284328 9 Yes   0 0
Total
15
 215,129,000 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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 12a or 12b 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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
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 I of Schedule L (Form 990 or 990-EZ).
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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
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
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
 
 
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
 
 
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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
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 2019 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-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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, Part I, Line 12g SUPPORTED ORGANIZATIONS SAINT LUKE'S HEALTH SYSTEM, INC. (SLHS) IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE SYSTEM. SLHS' SUPPORTED ORGANIZATIONS INCLUDE ALL SECTION 509(A)(1) AND 509(A)(2) AFFILIATES OF SLHS. SLHS IS FUNCTIONALLY INTEGRATED WITH ITS SUPPORTED ORGANIZATIONS AND PROVIDED MANAGEMENT AND COORDINATION, INFORMATION TECHNOLOGY, HUMAN RESOURCES, LEGAL, REAL ESTATE, FINANCIAL, ADVISORY AND OTHER CORPORATE SERVICES TO ITS SUPPORTED ORGANIZATIONS.
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE SUPPORTING ORGANIZATION'S ACTIVITIES AND PURCHASE MANY CENTRALIZED SERVICES FROM THE SUPPORTING ORGANIZATION. THE OFFICERS AND DIRECTORS OF THE SUPPORTING ORGANIZATION AND THE SUPPORTED ORGANIZATIONS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. THE SUPPORTING ORGANIZATION SERVES AS THE PARENT ENTITY FOR A CONTROLLED GROUP OF ENTITIES THAT OPERATE AS AN INTEGRATED HEALTH CARE SYSTEM. IT HAS THE POWER TO APPOINT THE BOARDS OF THE SUPPORTED ORGANIZATIONS AND HAS RESERVE POWERS OVER SPECIFIED DECISIONS. MEMBERS OF THE SUPPORTING BOARD ALSO SERVE ON THE GOVERNING BODY OF 9 OF THE SUPPORTED ORGANIZATIONS. THE FILING ORGANIZATION SUPPORTS THE OTHER ORGANIZATIONS BY PROVIDING EXTENSIVE MANAGEMENT AND COORDINATION SERVICES TO THE SUPPORTED ORGANIZATIONS.
Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee SAINT LUKE'S HEALTH SYSTEM (SLHS) IS DIRECT PARENT AND SOLE MEMBER OF THE SUPPORTED ORGANIZATIONS OTHER THAN FOR WINDSOR CARE WHICH IT IS THE INDIRECT PARENT. THE GOVERNING BODY OF EACH SUPPORTED ORGANIZATION IS ELECTED BY ITS SOLE MEMBER. BISHOP SPENCER PLACE SERVES AS THE SOLE MEMBER OF WINDSOR CARE. SLHS IS THE SOLE MEMBER OF BISHOP SPENCER PLACE.
Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities THE SOLE MEMBER HAS SPECIFIED RESERVE POWERS OVER MAJOR DECISIONS SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, APPOINTMENT AND REMOVAL OF DIRECTORS, DEBT, BUDGETS, CAPITAL EXPENDITURES, POLICIES APPLICABLE TO THE SUPPORTED ORGANIZATION, STRATEGIC OPERATING DECISIONS AND INVESTMENT IN THIRD PARTY DEBT OR EQUITY SECURITIES.
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
Saint Lukes Health System Inc
  		Employer identification number
43-1747502
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
Saint Lukes Health System Inc
  		Employer identification number

43-1747502
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
Saint Lukes Health System Inc
  		Employer identification number

43-1747502
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID: 19010655
Software Version: 2019v5.0
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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number

43-1747502
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
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) 2016 (b) 2017 (c) 2018 (d) 2019 (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) 2019


Schedule C (Form 990 or 990-EZ) 2019
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
26,568
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
249,523
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
276,091
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, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY LINE F - PORTION OF DUES PAID TO ASSOCIATIONS AND CHAMBERS USED TOWARD LOBBYING ACTIVITIES LINE G - DIRECT CONTACT WITH GOVERNMENT REPRESENTATIVES TO COMMUNICATE HEALTH SYSTEM'S POSITION ON MAJOR HEALTHCARE ISSUES AND TO COMMUNICATE COMPLEXITIES OF HEALTHCARE POLICIES. COSTS INCLUDE PUBLIC AFFAIRS DEPARTMENT EXPENSES AND PAYMENTS TO CONSULTANTS.
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number

43-1747502
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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 on 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 FASB ASC 958 relating to these items:
a
Revenue included on 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) 2019

Schedule D (Form 990) 2019
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" on 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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 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" on 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 .....   8,156,332 8,156,332
b Buildings ....   27,723,854 2,226,924 25,496,930
c Leasehold improvements   35,413,251 15,193,432 20,219,819
d Equipment ....   94,000,649 67,512,063 26,488,586
e Other .....   103,530,308 81,555,109 21,975,199
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 102,336,866
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on 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........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
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' on 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)Right of Use Lease Asset 50,120,472
(2)Investments in Affiliates 10,731,916
(3)Receivables from Affiliates 26,804,287
(4)Land Held for Development 7,516,640
(5)Other Assets 1,590,500
(6)Deferred Comp Plan Assets 48,487,854
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 145,251,669
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 232,920,011
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) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on 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' on 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, Part XI PART XI, XII, AND XIII THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM.
Schedule D (Form 990) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number

43-1747502
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Investments   32,366,000
Europe (Including Iceland and Greenland) 0 0 Investments   2,037,000
Central America and the Caribbean 0 0 Investments   22,144,000
Central America and the Caribbean 1 1 ,CAPTIVE CAPITAL   12,060,000
Central America and the Caribbean 1 1 ,CAPTIVE PREMIUMS   21,921,000
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 2 2 90,528,000
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 2 2 90,528,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 3 PART I, LINE 3 SHARE CAPITAL AND SHARE PREMIUM
Schedule F, Part IV PART IV, FOREIGN FORMS ALL APPLICABLE FOREIGN FORMS HAVE BEEN ATTACHED TO THE ORGANIZATION'S FORM 990-T FOR 2019.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID: 19010655
Software Version: 2019v5.0



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number

43-1747502
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
 
No
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		        0 0 %
b Medicaid (from Worksheet 3, column a) . . . . .         0 0 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 0 0 0 0 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).         0 0 %
f Health professions education (from Worksheet 5) . . .         0 0 %
g Subsidized health services (from Worksheet 6) . . . .         0 0 %
h Research (from Worksheet 7) .         0 0 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .         0 0 %
j Total. Other Benefits . . 0 0 0 0 0 0 %
k Total. Add lines 7d and 7j . 0 0 0 0 0 0 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing         0 0 %
2 Economic development         0 0 %
3 Community support         0 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development         0 0 %
9 Other         0 0 %
10 Total 0 0 0 0 0 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
63,903
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
0
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
0
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
0
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 SAINT LUKE'S COMMUNITY HOSPITAL
13200 STATE LINE ROAD
LEAWOOD,KS66209
NA
H-046-022 		X X         X      
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
SAINT LUKE'S COMMUNITY HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1 Yes  
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2 Yes  
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3   No
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20  
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5    
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a    
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b    
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7    
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8    
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20  
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10    
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
SAINT LUKE'S COMMUNITY HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE
b
WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
SAINT LUKE'S COMMUNITY HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
SAINT LUKE'S COMMUNITY HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 2 THE FILING ORGANIZATION OWNED 51% OF A JOINT VENTURE THAT OPERATED A LICENSED HOSPITAL (COMMUNITY HOSPITAL) THROUGH FEBRUARY 2019. THE JV HOSPITAL OPERATIONS BEGAN AND WAS FIRST LICENSED AS A HOSPITAL IN 2018. IN FEBRUARY 2019, SAINT LUKE'S HEALTH SYSTEM, INC (THE FILING ORGANIZATION) PURCHASED THE REMAINING 49% OF THE JV HOSPITAL. AS SUCH, THE FORMER JV HOSPITAL BECAME A DISREGARDED SINGLE-MEMBER LLC LICENSED HOSPITAL WHOLLY OWNED BY SAINT LUKE'S HEALTH SYSTEM, INC. SUBSEQUENTLY, THE SINGLE MEMBER LLC LICENSED HOSPITAL WAS TRANSFERRED TO AND MERGED WITH A RELATED ORGANIZATION, SAINT LUKE'S SOUTH HOSPITAL INC IN JUNE 2019. THE SINGLE-MEMBER LLC WAS DISSOLVED UPON MERGER. ALL HOSPITAL LOCATIONS OF THE FORMER JV HOSPITAL BECAME LICENSED UNDER SAINT LUKE'S SOUTH HOSPITAL, INC'S HOSPITAL LICENSE. BECAUSE OF THE TIMING OF INITIAL OPERATIONS (2018) AND SUBSEQUENT DISSOLUTION AND MERGER INTO SAINT LUKE'S SOUTH HOSPITAL, INC IN 2019, THE HOSPITAL LOCATIONS WILL BE INCLUDED IN SAINT LUKE'S SOUTH HOSPITAL'S CHNA AND WILL BE COMPLETED NO LATER THAN DECEMBER 31, 2020.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?0
Name and address Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance NA - NO COMMUNITY BENEFIT EXPENSES HAVE BEEN REPORTED.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBT IS REPORTED CONSISTENT WITH THE BAD DEBT REPORTED ON THE COMMUNITY HOSPITAL FINANCIALS.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Page #18 under "Patient Service Revenue"
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs NONE REPORTED
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance THE DEBT COLLECTION POLICY AND PROCEDURES PROHIBIT ANY COLLECTION EFFORTS FOR THE PORTION OF THE PATIENT ACCOUNT BALANCE THAT QUALIFIES FOR FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. FOR ANY REMAINING BALANCES DUE, THE SAME COLLECTION POLICY AND PROCEDURES ARE APPLIED EQUALLY TO ALL PATIENT TYPES. THE HOSPITAL MAY PLACE CERTAIN ACCOUNTS FOR COLLECTION. SUCH COLLECTION AGENCY MUST FOLLOW THE FAIR DEBT COLLECTION PRACTICES ACT.
Schedule H, Part V, Section B, Line 16a FAP website - SAINT LUKE'S COMMUNITY HOSPITAL: Line 16a URL: WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16b FAP Application website - SAINT LUKE'S COMMUNITY HOSPITAL: Line 16b URL: WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - SAINT LUKE'S COMMUNITY HOSPITAL: Line 16c URL: WWW.SAINTLUKESKC.ORG/FINANCIAL-ASSISTANCE;
Schedule H, Part VI, Line 2 Needs assessment AN EFFORT TO UNDERSTAND AND CREATE A HEALTHIER COMMUNITY REQUIRES COLLABORATION. AS PART OF SAINT LUKE'S HEALTH SYSTEM, THE HOSPITAL SERVES THE SAME POPULATION AS IT'S RELATED ENTITY, SAINT LUKE'S SOUTH HOSPITAL. THIS SHARED DATA ENABLES THE HOSPITAL TO ASSESS COMMUNITY NEEDS FROM ITS COMPREHENSIVE, DATA DRIVEN, PLANNING PROCESS. FEEDBACK FROM THE COMMUNITY IS COMMUNICATED TO HOSPITAL MANAGEMENT AND CONSIDERED WHEN DETERMINING NEEDS OF THE SAME POPULATION.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Information about the availability of financial assistance appears on patient statements and is posted on signs in hospital registration areas. The financial assistance policy and plain language summary is available on the Hospital's website.
Schedule H, Part VI, Line 4 Community information THE HOSPITAL LOCATIONS MAINLY SERVE THE SUBURBAN JOHNSON COUNTY, KS AREA WHICH IS PART OF THE LARGER KANSAS CITY METROPOLITAN AREA. THIS SERVICE AREA HAS HISTORICALLY BEEN HIGHLY POPULATED WITH COLLEGE EDUCATED,INSURED INDIVIDUALS.
Schedule H, Part VI, Line 5 Promotion of community health THE HOSPITAL EXTENDS THE SERVICES PROVIDED BY SAINT LUKE'S HEALTH BY PROVIDING GREATER ACCESS TO EMERGENCY CARE AND INPATIENT SERVICES.
Schedule H, Part VI, Line 6 Affiliated health care system THE HOSPITAL IS AFFILIATED WITH SAINT LUKE'S HEALTH SYSTEM (SLHS), WHICH CONSISTS OF 16 AREA HOSPITAL LOCATIONS AND SEVERAL PRIMARY AND SPECIALTY CARE PRACTICES. SLHS PROVIDES A RANGE OF INPATIENT, OUTPATIENT, AND HOME CARE SERVICES. FOUNDED AS A FAITH-BASED, NOT-FOR-PROFIT ORGANIZATION, OUR MISSION INCLUDES A COMMITMENT TO THE HIGHEST LEVELS OF EXCELLENCE IN HEALTH CARE AND THE ADVANCEMENT OF MEDICAL RESEARCH AND EDUCATION. THE HEALTH SYSTEM IS AN ALIGNED ORGANIZATION IN WHICH THE PHYSICIANS AND HOSPITALS ASSUME RESPONSIBILITY FOR ENHANCING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF PEOPLE IN THE METROPOLITAN KANSASCITY AREA AND THE SURROUNDING REGION.
Schedule H (Form 990) 2019
Additional Data


Software ID: 19010655
Software Version: 2019v5.0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number
43-1747502
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) BOYS & GIRLS CLUBS OF GREATER KANSAS CITY
4001 Blue Parkway
Suite 102
Kansas City,MO64130 		43-6072065 501(c)(3) 50,000       COMMUNITY SUPPORT
(2) CENTER FOR PRACTICAL BIOETHICS
1111 MAIN
SUITE 500
KANSAS CITY,MO64105 		48-0985815 501(C)(3) 34,000       PROMOTION OF HEALTH
(3) MARCH OF DIMES FOUNDATION
4400 COLLEGE BLVD
SUITE 180
OVERLAND PARK,KS66211 		13-1846366 501(C)(3) 22,000       SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH
(4) AIDS SERVICE FOUNDATION OF GREATER KANSAS CITY
PO BOX 32192
KANSAS CITY,MO64171 		43-1613911 501(C)(3) 15,000       SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH
(5) CHAMBER OF COMMERCE OF GREATER KANSAS CITY
300 W PERSHING ROAD
SUITE 301
KANSAS CITY,MO64108 		44-0196840 501(C)(6) 15,000       COMMUNITY SUPPORT
(6) NORTHLAND HEALTHCARE ACCESS
PO BOX 14414
PARKVILLE,MO64152 		43-1578121 501(C)(3) 15,000       SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH
(7) AMERICAN HEART ASSOCIATION
6800 WEST 93RD STREET
OVERLAND PARK,KS66212 		13-5613797 501(C)(3) 12,500       SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH
(8) HEARTLAND MEN'S CHORUS
PO Box 32374
Kansas City,MO64171 		43-1490366 501(c)(3) 12,500       Community Support
(9) JEWISH FAMILY SERVICES
5801 W 115th Ste 103
Overland Park,KS66211 		44-0545992 501(c)(3) 12,500       Community Support
(10) LYRIC OPERA OF KANSAS CITY INC
1725 Holmes St
Kansas City,MO64108 		44-0626124 501(c)(3) 10,000       Community Support
(11) TRUMAN HEARTLAND COMMUNITY FOUNDATION
4200 Little Blue Parkway
Suite 340
Independence,MO64057 		43-1482136 501(c)(3) 9,000       Community Support
(12) KC CARE HEALTH CENTER
3515 BROADWAY
KANSAS CITY,MO64111 		43-0967292 501(C)(3) 8,850       SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH
(13) GILDAS CLUB OF KANSAS CITY
21 WEST 43RD ST
KANSAS CITY,MO64111 		20-0493511 501(C)(3) 7,500       COMMUNITY SUPPORT
(14) NATIONAL KIDNEY FOUNDATION
6405 Metcalf Ave
Overland Park,KS66202 		13-1673104 501(c)(3) 5,500       SUPPORT FOR HEALTH CARE NEEDS AND RESEARCH
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
13
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANTS ARE PROVIDED TO QUALIFIED CHARITIES FOR GENERAL OPERATIONS AND TO BE USED IN FULFILLING THE EXEMPT PURPOSE OF THE GRANTEE CHARITABLE ORGANIZATION. SUCH GRANTS FURTHER OR SUPPORT A CHARITABLE PURPOSE OF SAINT LUKE'S HEALTH SYSTEM.
Schedule I (Form 990) 2019



Additional Data


Software ID: 19010655
Software Version: 2019v5.0


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number

43-1747502
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on 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 on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on 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 on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on 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) 2019

Schedule J (Form 990) 2019
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 on 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 on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1GINA LAWSON DO
 
FORMER VP 		(i)

(ii)		 0
-------------
494,364 		0
-------------
73,892 		0
-------------
9,035 		0
-------------
22,400 		0
-------------
25,989 		0
-------------
625,679 		0
-------------
0
2MELINDA ESTES MD
 
DIRECTOR- PRESIDENT & CEO 		(i)

(ii)		 1,640,201
-------------
0 		776,233
-------------
0 		48,289
-------------
0 		240,506
-------------
0 		23,369
-------------
0 		2,728,598
-------------
0 		0
-------------
0
3MARIE GRIFFIN MD
 
DIRECTOR & PHYSICIAN 		(i)

(ii)		 0
-------------
258,946 		0
-------------
27,666 		0
-------------
1,748 		0
-------------
14,000 		0
-------------
16,703 		0
-------------
319,063 		0
-------------
0
4RYAN MCNELLIS MD
 
DIRECTOR 		(i)

(ii)		 0
-------------
275,538 		0
-------------
33,890 		0
-------------
710 		0
-------------
15,400 		0
-------------
28,577 		0
-------------
354,116 		0
-------------
0
5ROBERT OLM-SHIPMAN
 
FORMER VP 		(i)

(ii)		 0
-------------
464,314 		0
-------------
96,360 		0
-------------
33,148 		0
-------------
47,692 		0
-------------
28,605 		0
-------------
670,119 		0
-------------
26,800
6ELIZABETH DAVIS
 
FMR VP MISSION & COMMUNITY SERVICE RETIRED 12/2018 		(i)

(ii)		 16,302
-------------
0 		45,139
-------------
0 		217,967
-------------
0 		1,541
-------------
0 		0
-------------
0 		280,949
-------------
0 		14,190
-------------
0
7RENE GILLESPIE
 
FMR VP TAXATION RETIRED 12/2018 		(i)

(ii)		 32,587
-------------
0 		58,229
-------------
0 		279,861
-------------
0 		2,217
-------------
0 		0
-------------
0 		372,894
-------------
0 		18,216
-------------
0
8RANDALL HOUSE
 
FMR VP ENTERPRISE ANALYTICS RETIRED 12/2018 		(i)

(ii)		 12,167
-------------
0 		77,582
-------------
0 		354,793
-------------
0 		6,911
-------------
0 		0
-------------
0 		451,454
-------------
0 		23,128
-------------
0
9BONNIE JOHNSON
 
FMR VP RISK & CLAIMS MGMT RETIRED 12/2018 		(i)

(ii)		 27,716
-------------
0 		41,694
-------------
0 		244,878
-------------
0 		1,388
-------------
0 		0
-------------
0 		315,676
-------------
0 		0
-------------
0
10LEONARDO LOZADA MD
 
FMR CHIEF PHYSICIAN EXEC Term Ended 4/2018 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		192,415
-------------
0 		0
-------------
0 		0
-------------
0 		192,415
-------------
0 		0
-------------
0
11SALLY THIEMAN
 
FMR VP ETHICS & COMPLIANCE RETIRED 12/2018 		(i)

(ii)		 31,731
-------------
0 		0
-------------
0 		276,335
-------------
0 		3,131
-------------
0 		0
-------------
0 		311,198
-------------
0 		18,600
-------------
0
12DIANE WATKINS
 
FMR VP REVENUE CYCLE RETIRED 12/2018 		(i)

(ii)		 22,380
-------------
0 		53,346
-------------
0 		253,998
-------------
0 		1,882
-------------
0 		0
-------------
0 		331,607
-------------
0 		16,689
-------------
0
13RONALD BAKER
 
VP PATIENT SATISFACTION 		(i)

(ii)		 288,532
-------------
106,022 		0
-------------
96,360 		3,315
-------------
30,845 		50,492
-------------
0 		25,302
-------------
2,653 		367,641
-------------
235,880 		0
-------------
26,800
14ROBERT BONNEY
 
ASST SECR & SENIOR VP 		(i)

(ii)		 513,314
-------------
0 		222,430
-------------
0 		111,141
-------------
0 		103,852
-------------
0 		22,924
-------------
0 		973,661
-------------
0 		66,014
-------------
0
15MARGARET DONNELLY
 
VP POST ACUTE CARE SERVICES 		(i)

(ii)		 274,674
-------------
0 		58,533
-------------
0 		5,881
-------------
0 		33,600
-------------
0 		21,371
-------------
0 		394,059
-------------
0 		0
-------------
0
16DAPHNE BASCOM MD
 
VP POPULATION HEALTH 		(i)

(ii)		 0
-------------
308,682 		0
-------------
0 		0
-------------
1,847 		0
-------------
5,600 		0
-------------
1,895 		0
-------------
318,024 		0
-------------
0
17JEREMY BECHTOLD
 
VP FACILITIES & CONSTRUCTION 		(i)

(ii)		 241,424
-------------
0 		59,479
-------------
0 		21,851
-------------
0 		32,533
-------------
0 		25,302
-------------
0 		380,588
-------------
0 		18,607
-------------
0
18CYNTHIA CHRISTENSEN
 
VP CONTROLLER 		(i)

(ii)		 245,139
-------------
0 		66,724
-------------
0 		36,299
-------------
0 		46,162
-------------
0 		11,516
-------------
0 		405,840
-------------
0 		22,182
-------------
0
19MICHAEL DARLING
 
VP SUPPLY CHAIN 		(i)

(ii)		 254,390
-------------
0 		57,705
-------------
0 		28,172
-------------
0 		31,938
-------------
0 		27,424
-------------
0 		399,628
-------------
0 		18,052
-------------
0
20SHELBY FRIGON
 
VP REVENUE CYCLE EFF 1/1/2019 		(i)

(ii)		 242,744
-------------
0 		42,408
-------------
0 		20,958
-------------
0 		35,400
-------------
0 		24,830
-------------
0 		366,339
-------------
0 		17,689
-------------
0
21DEBORAH GASH
 
SENIOR VP CHIEF DIGITAL OFFICER 		(i)

(ii)		 442,304
-------------
0 		134,348
-------------
0 		54,417
-------------
0 		109,885
-------------
0 		23,614
-------------
0 		764,568
-------------
0 		33,202
-------------
0
22LAEL HOLLOWAY
 
VP INTERNAL AUDIT 		(i)

(ii)		 197,724
-------------
0 		0
-------------
0 		1,746
-------------
0 		24,600
-------------
0 		24,413
-------------
0 		248,483
-------------
0 		0
-------------
0
23MIKHAIL KOSIBOROD MD
 
VP RESEARCH 		(i)

(ii)		 0
-------------
550,354 		0
-------------
0 		0
-------------
1,429 		0
-------------
14,000 		0
-------------
26,534 		0
-------------
592,318 		0
-------------
0
24KAREN KRAMER
 
VP FINANCE 		(i)

(ii)		 266,733
-------------
0 		73,869
-------------
0 		20,929
-------------
0 		34,600
-------------
0 		19,616
-------------
0 		415,747
-------------
0 		17,554
-------------
0
25RANDAL MEYER
 
VP MGD CARE CONTRACTING 		(i)

(ii)		 264,388
-------------
0 		61,769
-------------
0 		3,236
-------------
0 		33,040
-------------
0 		29,727
-------------
0 		392,159
-------------
0 		0
-------------
0
26DENISE MOGG
 
VP CAPACITY MGMT 		(i)

(ii)		 236,081
-------------
0 		42,367
-------------
0 		5,020
-------------
0 		41,444
-------------
0 		9,183
-------------
0 		334,094
-------------
0 		0
-------------
0
27DAWN MURPHY
 
SENIOR VP HUMAN RESOURCES 		(i)

(ii)		 364,954
-------------
0 		159,410
-------------
0 		71,198
-------------
0 		259,223
-------------
0 		23,808
-------------
0 		878,594
-------------
0 		47,412
-------------
0
28JAN MURRAY
 
SENIOR VP, CHIEF LEGAL OFFICER 		(i)

(ii)		 590,271
-------------
0 		253,652
-------------
0 		123,170
-------------
0 		93,244
-------------
0 		12,270
-------------
0 		1,072,607
-------------
0 		77,594
-------------
0
29LAVEDA PAUL
 
VP QUALITY 		(i)

(ii)		 241,551
-------------
0 		59,553
-------------
0 		14,808
-------------
0 		31,158
-------------
0 		22,320
-------------
0 		369,389
-------------
0 		0
-------------
0
30JANE PECK
 
VP CLINICAL SERVICE LINES 		(i)

(ii)		 68,555
-------------
248,110 		71,692
-------------
0 		1,576
-------------
5,108 		0
-------------
12,600 		750
-------------
9,709 		142,573
-------------
275,526 		0
-------------
0
31J CHRIS PERRYMAN MD
 
SENIOR VP CHIEF MEDICAL OFFICER 		(i)

(ii)		 0
-------------
547,911 		0
-------------
97,828 		0
-------------
19,410 		0
-------------
22,400 		0
-------------
12,053 		0
-------------
699,602 		0
-------------
0
32JULIE QUIRIN
 
SENIOR VP HOSPITAL OPERATIONS 		(i)

(ii)		 718,974
-------------
0 		309,526
-------------
0 		109,098
-------------
0 		269,219
-------------
0 		21,250
-------------
0 		1,428,066
-------------
0 		85,400
-------------
0
33CHARLES V ROBB
 
SENIOR VP & CFO 		(i)

(ii)		 595,791
-------------
0 		257,919
-------------
0 		145,133
-------------
0 		395,054
-------------
0 		23,495
-------------
0 		1,417,392
-------------
0 		112,714
-------------
0
34DAVID SAFLEY
 
VP-MEDICAL AFFAIRS QUALITY 		(i)

(ii)		 0
-------------
616,521 		0
-------------
0 		0
-------------
1,479 		0
-------------
15,400 		0
-------------
23,881 		0
-------------
657,282 		0
-------------
0
35REBECCA SESLER
 
CHIEF MARKETING OFFICER 		(i)

(ii)		 351,604
-------------
0 		74,123
-------------
0 		27,838
-------------
0 		37,440
-------------
0 		27,242
-------------
0 		518,248
-------------
0 		19,388
-------------
0
36REAGAN SIMPSON
 
VP REHABILITATION SERVICES. TERM END 2019 		(i)

(ii)		 41,168
-------------
173,497 		0
-------------
52,939 		389
-------------
1,479 		0
-------------
28,729 		1,478
-------------
23,102 		43,035
-------------
279,745 		0
-------------
0
37LIZA STEINKIRCHNER
 
VP AMBULATORY SERVICES TERM BEG 3/19 		(i)

(ii)		 172,866
-------------
0 		0
-------------
0 		589
-------------
0 		7,115
-------------
0 		5,476
-------------
0 		186,045
-------------
0 		0
-------------
0
38PAIGE STRACK
 
VP ETHICS & COMPLIANCE 		(i)

(ii)		 168,030
-------------
0 		0
-------------
0 		704
-------------
0 		6,789
-------------
0 		8,073
-------------
0 		183,596
-------------
0 		0
-------------
0
39DIANE TRIMBLE
 
CHIEF NURSING OFFICER 		(i)

(ii)		 340,024
-------------
0 		101,919
-------------
0 		10,949
-------------
0 		50,124
-------------
0 		22,018
-------------
0 		525,034
-------------
0 		0
-------------
0
40MICHAEL VANDERHOEF
 
SENIOR VP DEVELOPMENT 		(i)

(ii)		 322,259
-------------
0 		98,831
-------------
0 		14,081
-------------
0 		93,197
-------------
0 		27,246
-------------
0 		555,615
-------------
0 		0
-------------
0
41TIMOTHY VAN ZANDT
 
VP PUBLIC AFFAIRS 		(i)

(ii)		 270,039
-------------
0 		65,592
-------------
0 		27,074
-------------
0 		37,381
-------------
0 		13,388
-------------
0 		413,474
-------------
0 		19,360
-------------
0
42TAYLOR WARWICK
 
VP AMBULATORY SERVICES TERM END 3/19 		(i)

(ii)		 52,492
-------------
191,124 		45,709
-------------
0 		315
-------------
942 		0
-------------
28,600 		1,355
-------------
10,509 		99,870
-------------
231,174 		0
-------------
0
43JOHN WOOD
 
VP CHIEF OPERATIONAL TRANSFORMATION 		(i)

(ii)		 381,185
-------------
0 		25,000
-------------
0 		2,573
-------------
0 		5,600
-------------
0 		5,354
-------------
0 		419,711
-------------
0 		0
-------------
0
44JAMIE ALLEN
 
SENIOR COUNSEL 		(i)

(ii)		 259,841
-------------
0 		48,389
-------------
0 		1,184
-------------
0 		12,600
-------------
0 		16,248
-------------
0 		338,262
-------------
0 		0
-------------
0
45MICHELLE ANDREWS
 
RN - CONV CARE 		(i)

(ii)		 267,747
-------------
0 		0
-------------
0 		28
-------------
0 		12,417
-------------
0 		20,257
-------------
0 		300,449
-------------
0 		0
-------------
0
46TAMMY LESLIE
 
DIRECTOR TOTAL REWARDS STRATEGY 		(i)

(ii)		 215,823
-------------
0 		37,219
-------------
0 		1,155
-------------
0 		13,048
-------------
0 		20,598
-------------
0 		287,844
-------------
0 		0
-------------
0
47JAMIE LUARK
 
DIRECTOR EDUCATION 		(i)

(ii)		 229,308
-------------
0 		32,714
-------------
0 		4,746
-------------
0 		39,217
-------------
0 		10,578
-------------
0 		316,564
-------------
0 		0
-------------
0
48ROGER ZAREMBA
 
CHIEF TECHNOLOGY OFFICER 		(i)

(ii)		 249,600
-------------
0 		44,689
-------------
0 		1,944
-------------
0 		14,000
-------------
0 		849
-------------
0 		311,082
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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
Schedule J, Part II RELATED ORG COMPENSATION ROBERT OLM-SHIPMAN AND GINA LAWSON RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. MARIE GRIFFIN AND RYAN MCNELLIS DO DID NOT RECEIVE COMPENSATION FOR DUTIES AS DIRECTORS OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. J. CHRIS PERRYMAN, DAVID SAFLEY, MIKHAIL KOSIBOROD, AND DAPHNE BASCOM RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION. TAYLOR WARWICK, REAGAN SIMPSON AND RON BAKER RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS FOR A PORTION OF THE YEAR. Michael VanDerhoef is compensated by the organization for services provided TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION.
Schedule J, Part I, Line 1a First-class or charter travel THE ORGANIZATION CHARTERED A PLANE FOR 3 BUSINESS TRIPS DURING 2019 FOR 4 OFFICERS OF THE ORGANIZATION. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION BECAUSE TRAVEL WAS EXCLUSIVELY FOR BUSINESS PURPOSES. CHARTER TRAVEL WAS USED AS THE MOST APPROPRIATE MEANS BASED ON THE TIMING AND LOCATION OF THE MEETING.
Schedule J, Part I, Line 4a Severance or change-of-control payment SEVERANCE PAYMENT INCLUDED IN SCH J, PART II, B(III) OTHER REPORTABLE COMPENSATION: LEONARDO LOZADA - $192,415 RANDY HOUSE - $314,000 DIANE WATKINS - $215,910 RENE GILLESPIE - $235,670 SALLY THIEMAN - $239,480 LIZ DAVIS - $182,690 BONNIE JOHNSON - $225,000
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 457(F) PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHARLES ROBB: $168,487 DAWN MURPHY: $133,023 JULIE QUIRIN: $54,338 MELINDA ESTES: $0 FOR THE VARIOUS 457(F) PLANS, A PARTICIPANT'S BENEFIT IS PAID AT VESTING. VESTING GENERALLY OCCURS AT RETIREMENT AGE AND MAY BE SUBJECT TO CERTAIN RESTRICTIVE COVENANTS.
Schedule J, Part I, Line 7 Non-fixed payments THE ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE ENGAGEMENT, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS. SENIOR SYSTEM MANAGEMENT IS ALSO ELIGIBLE FOR INCENTIVE COMPENSATION FOR ACHIEVING LONG-TERM GOALS THAT PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES IN MEETING COMMUNITY NEEDS. THESE INCENTIVES ARE TIED TO 3 YEAR PERFORMANCE CYCLES AND ARE CALCULATED AS A PERCENTAGE OF BASE SALARY AT THE TIME OF PAYMENT. THE BOARD OF DIRECTORS OVERSEES THIS PLAN AND EVALUATES THE COMPENSATION FOR REASONABLENESS. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS.
Schedule J (Form 990) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number
43-1747502
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2010A
  		43-1178966 60635R7U5 06-03-2010 101,289,824 REFUND SERIES 1996A B&P; FACILITIES EXPANSION & EQUIPMENT AT SLEH & SLHKC   X   X   X
B HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2012C
  		43-1178966   12-13-2012 50,000,000 CAPITAL PROJECTS AT SLHKC & SLEH   X   X   X
C HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2016A
  		43-1178966 60637ALA8 05-19-2016 303,495,001 REFUND SERIES 2003A AND 2003B, 2005A AND 2005B, AND PARTIAL 2012B BONDS   X   X   X
D HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2016B
  		43-1178966   07-01-2016 90,000,000 REFUND SERIES 2012A AND REMAINING 2012B BONDS   X   X   X
HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO 2016C
  		43-1178966   12-21-2016 23,280,000 REFUND BISHOP SPENCER PLACE SERIES 2004 BONDS   X   X   X
Health and Educational Facilities Authority of the State of Missouri Health
Facilities Revenue Bonds (Saint Luke's Health System Inc) Series 2018A 		43-1178966 60637AMW9 05-23-2018 100,000,872 Partial Series 2012C refund; facility expansions and equipment at SLH, SLEH, SLNH AND SLSH   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 25,285,000 20,000,000 0 0
2 Amount of bonds legally defeased ..............   0    
3 Total proceeds of issue .................. 101,305,784 50,000,000 303,495,001 90,000,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 51,000 1,224,102 2,442,228  
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 58,252,438 50,000,000    
11 Other spent proceeds ............. 43,053,346 20,244,472 301,052,773 90,000,000
12 Other unspent proceeds .............   6,119,528    
13 Year of substantial completion ............. 2011 2012 2016 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		X     X X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		  X   X X     X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0.25 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0 % 0 % 0.25 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X     X X   X  
c No rebate due? .........   X X     X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X X     X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X X  
b Name of provider ..........  
  		 
  		 
  		UBS
 
c Term of hedge .........       1920 %
d Was the hedge superintegrated? ......               X
e Was the hedge terminated? ........               X
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I SCHEDULE K THE MASTER TRUST INDENTURE PROVIDES THAT THE TAX-EXEMPT REVENUE BONDS ARE THE JOINT AND SEVERAL OBLIGATIONS OF EACH OF THE MEMBERS OF THE OBLIGATED GROUP. IN 2018, THE OBLIGATED GROUP INCLUDES SAINT LUKE'S HEALTH SYSTEM, SAINT LUKE'S HOSPITAL OF KANSAS CITY, SAINT LUKE'S NORTH HOSPITAL, SAINT LUKE'S SOUTH HOSPITAL AND SAINT LUKE'S EAST HOSPITAL. ONLY A PORTION OF THE BONDS WAS USED FOR THE FILING ORGANIZATION'S PROJECTS. THE BONDS ARE REPORTED AS LIABILITIES ON THE BALANCE SHEETS OF THE OBLIGATED GROUP ENTITIES.
Schedule K, Part I PART I AND II ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2010A THE TOTAL AMOUNT OF PROCEEDS OF THE BOND ISSUE IS NOT IDENTICAL TO THE ISSUANCE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS.
Schedule K, Part I PART I AND II ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2018A THE TOTAL AMOUNT OF PROCEEDS OF THE BOND ISSUE IS NOT IDENTICAL TO THE ISSUANCE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS.
Schedule K, Part IV, Line 2c COLUMN B Issuer name: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2012C The calculation for computing no rebate due was performed on 06/29/2018
Schedule K (Form 990) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number
43-1747502
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2010A
  		43-1178966 60635R7U5 06-03-2010 101,289,824 REFUND SERIES 1996A B&P; FACILITIES EXPANSION & EQUIPMENT AT SLEH & SLHKC   X   X   X
B HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2012C
  		43-1178966   12-13-2012 50,000,000 CAPITAL PROJECTS AT SLHKC & SLEH   X   X   X
C HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2016A
  		43-1178966 60637ALA8 05-19-2016 303,495,001 REFUND SERIES 2003A AND 2003B, 2005A AND 2005B, AND PARTIAL 2012B BONDS   X   X   X
D HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO SERIES 2016B
  		43-1178966   07-01-2016 90,000,000 REFUND SERIES 2012A AND REMAINING 2012B BONDS   X   X   X
HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO 2016C
  		43-1178966   12-21-2016 23,280,000 REFUND BISHOP SPENCER PLACE SERIES 2004 BONDS   X   X   X
Health and Educational Facilities Authority of the State of Missouri Health
Facilities Revenue Bonds (Saint Luke's Health System Inc) Series 2018A 		43-1178966 60637AMW9 05-23-2018 100,000,872 Partial Series 2012C refund; facility expansions and equipment at SLH, SLEH, SLNH AND SLSH   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 25,285,000 20,000,000 0 0
2 Amount of bonds legally defeased ..............   0    
3 Total proceeds of issue .................. 101,305,784 50,000,000 303,495,001 90,000,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 51,000 1,224,102 2,442,228  
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 58,252,438 50,000,000    
11 Other spent proceeds ............. 43,053,346 20,244,472 301,052,773 90,000,000
12 Other unspent proceeds .............   6,119,528    
13 Year of substantial completion ............. 2011 2012 2016 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		X     X X   X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		  X   X X     X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0.25 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0 % 0 % 0.25 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X     X X   X  
c No rebate due? .........   X X     X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X X     X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X X  
b Name of provider ..........  
  		 
  		 
  		UBS
 
c Term of hedge .........       1920 %
d Was the hedge superintegrated? ......               X
e Was the hedge terminated? ........               X
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I SCHEDULE K THE MASTER TRUST INDENTURE PROVIDES THAT THE TAX-EXEMPT REVENUE BONDS ARE THE JOINT AND SEVERAL OBLIGATIONS OF EACH OF THE MEMBERS OF THE OBLIGATED GROUP. IN 2018, THE OBLIGATED GROUP INCLUDES SAINT LUKE'S HEALTH SYSTEM, SAINT LUKE'S HOSPITAL OF KANSAS CITY, SAINT LUKE'S NORTH HOSPITAL, SAINT LUKE'S SOUTH HOSPITAL AND SAINT LUKE'S EAST HOSPITAL. ONLY A PORTION OF THE BONDS WAS USED FOR THE FILING ORGANIZATION'S PROJECTS. THE BONDS ARE REPORTED AS LIABILITIES ON THE BALANCE SHEETS OF THE OBLIGATED GROUP ENTITIES.
Schedule K, Part I PART I AND II ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2010A THE TOTAL AMOUNT OF PROCEEDS OF THE BOND ISSUE IS NOT IDENTICAL TO THE ISSUANCE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS.
Schedule K, Part I PART I AND II ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2018A THE TOTAL AMOUNT OF PROCEEDS OF THE BOND ISSUE IS NOT IDENTICAL TO THE ISSUANCE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS.
Schedule K, Part IV, Line 2c COLUMN B Issuer name: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2012C The calculation for computing no rebate due was performed on 06/29/2018
Schedule K (Form 990) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number

43-1747502
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) AUDREY HILL
  		FAMILY MEMBER OF THOMAS BROWN, DIRECTOR 105,712 AUDREY HILL IS EMPLOYED BY SAINT LUKE'S HEALTH SYSTEM   No
(2) BRIAN GASH
  		FAMILY MEMBER OF DEBORAH GASH, OFFICER 82,390 BRIAN GASH IS EMPLOYED BY SAINT LUKE'S HEALTH SYSTEM   No
(3) CHRISTOPHER CHRISTENSEN
  		FAMILY MEMBER OF CINDY CHRISTENSEN, OFFICER 167,503 CHRISTOPHER CHRISTENSEN IS EMPLOYED BY SAINT LUKE'S HEALTH SYSTEM   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0




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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number

43-1747502
Return Reference Explanation
Form 990, Part VI, Line 16b JOINT VENTURES THE ORGANIZATION'S PROCEDURES INCLUDE OVERSIGHT AND REVIEW OF ANY JOINT VENTURES TO ENSURE EXEMPT STATUS IS PROTECTED. THE ORGANIZATION HAS MAJORITY CONTROL AND OPERATING AGREEMENT REQUIREMENTS FOR THE VENTURE TO OPERATE IN A MANNER CONSISTENT WITH THE ORGANIZATION'S EXEMPT MISSION AND FOR THE VENTURE TO NOT ENGAGE IN POLITICAL CANDIDATE CAMPAIGN ACTIVITY OR OTHER ACTIVITIES THAT WOULD JEOPARDIZE THE ORGANIZATION'S EXEMPTION.
Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS PREPARED JOINTLY BY ACCOUNTING STAFF OF THE ENTITY AND SAINT LUKE'S HEALTH SYSTEM (SYSTEM) TAX STAFF. THE RETURN IS REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM AND THE ENTITY'S CFO OR CEO BEFORE FILING. A SUMMARY OF KEY 990 INFORMATION WAS PRESENTED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND THE 990 DRAFT WAS MADE AVAILABLE TO THE COMMITTEE FOR REVIEW. THE 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policy SAINT LUKE'S HEALTH SYSTEM AND ITS AFFILIATES HAVE COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICIES APPLICABLE TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES. ANY ACTUAL, POSSIBLE OR PERCEIVED CONFLICT OF INTEREST IS EXPECTED TO BE HANDLED THROUGH FULL AND TIMELY DISCLOSURE OF ANY SUCH INTEREST, TOGETHER WITH ABSENCE OF PERSUASION IN ANY DISCUSSION AND IN ANY VOTE WHEREIN THE INTEREST IS INVOLVED. DISCLOSURE IS TO BE MADE WHEN THE INTEREST ARISES, AT ANY TIME THE INTEREST BECOMES A MATTER OF GOVERNING BOARD ACTION, AND THEN ANNUALLY THROUGH COMPLETION OF A CONFLICT OF INTEREST QUESTIONNAIRE. THE SYSTEM VICE PRESIDENT OF INTERNAL AUDIT REVIEWS COMPLETED QUESTIONNAIRES AND FURTHER INVESTIGATES POSSIBLE CONFLICTS OF INTEREST. A REPORT IS PROVIDED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND ANY IDENTIFIED CONFLICT OF INTEREST IS REPORTED TO THE APPLICABLE ENTITY.
Form 990, Part VI, Line 15a Process to establish compensation of top management official ANNUALLY, THE SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS' COMPENSATION COMMITTEE REVIEWS, DISCUSSES, SETS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT EXECUTIVE AND OTHER HIGHLY COMPENSATED OFFICERS. INDEPENDENT, EXTERNAL DIRECTORS SERVE ON THE COMPENSATION COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY PROVIDES A WRITTEN REPORT AND REASONABLENESS OPINION. THE CONSULTANT REVIEWS THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSOPHY AND ANALYZES MARKET COMPETITIVENESS (IN TOTAL AND BY EACH COMPENSATION AND BENEFIT ELEMENT) FOR THE EXECUTIVES USING APPROPRIATE COMPARABILITY DATA. COMPENSATION COMMITTEE ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE.
Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE AVAILABLE THROUGH THE KS SECRETARY OF STATE. THE ORGANIZATION IS INCLUDED WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS OF SAINT LUKE'S HEALTH SYSTEM INC AVAILABLE THROUGH EMMA. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.
Form 990, Part VII, Section A RELATED ORGANIZATION COMPENSATION AND AVERAGE HOURS ROBERT OLM-SHIPMAN AND GINA LAWSON RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. MARIE GRIFFIN AND RYAN MCNELLIS DO DID NOT RECEIVE COMPENSATION FOR DUTIES AS DIRECTORS OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. J. CHRIS PERRYMAN, DAVID SAFLEY, MIKHAIL KOSIBOROD, AND DAPHNE BASCOM RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION. TAYLOR WARWICK, REAGAN SIMPSON AND RON BAKER RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS FOR A PORTION OF THE YEAR. Michael VanDerhoef is compensated by the organization for services provided TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION. AVERAGE HOURS REPORTED FOR THE RELATED ORGANIZATION ARE THE AVERAGE HOURS DURING THE TIME EMPLOYED BY THE RELATED ORGANIZATION OR IN A SEPARATE ROLE FOR THE RELATED ORGANIZATION.
Form 990, Part X, Line 11 INVESTMENTS SAINT LUKE'S HEALTH SYSTEM IS THE OWNER OF VARIOUS INVESTMENTS WHICH ARE ALLOCATED TO AFFILIATED HOSPITALS AND REPORTED ON SUCH HOSPITALS' BALANCE SHEETS.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances PENSION OBLIGATION/ADJUSTMENTS - 1779319; RRG DISTRIBUTION - -1614500; RRG SUBSCRIBER DIVIDEND - -1079; TRANSFER TO SAINT LUKE'S SOUTH - 996898; SL FOUNDATION NET ASSET CONSOLIDATION - -9248961; ROUNDING - 2;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0
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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Saint Lukes Health System Inc
 
Employer identification number

43-1747502
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) SAINT LUKE'S NEIGHBORHOOD CLINICS LLC
901 E 104TH STREET
KANSAS CITY,MO64131
47-4844737 		HEALTHCARE SERVICES MO 19,580,239 64,897,199 SAINT LUKES HEALTH SYSTEM INC
 
(2) SAINT LUKES 247 VIRTUAL CARE LLC
901 E 104TH STREET
KANSAS CITY,MO64131
81-5423171 		HEALTH CARE KS 0 0 SAINT LUKES HEALTH SYSTEM INC
 
(3) SAINT LUKE'S SURGERY CENTER SHOAL CREEK LLC
901 E 104TH STREET
KANSAS CITY,MO64131
82-4421666 		HEALTH CARE MO 5,718,428 1,114,966 SAINT LUKES HEALTH SYSTEM INC
 
(4) Kansas City Community Hospital LLC
901 E 104th Street
Kansas City,MO64131
37-1842182 		Health Care DE 0 0 SAINT LUKES HEALTH SYSTEM INC
 
(5) THP-Saint Luke's Ventures LLC
1415 Louisiana St
27th Floor
Houston,TX77002
81-1243747 		Health Care DE 0 0 SAINT LUKES HEALTH SYSTEM 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 LUKES HOSPITAL OF KANSAS CITY
4401 WORNALL ROAD

KANSAS CITY,MO64111
44-0545297 		HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(2)SAINT LUKES NORTH HOSPITAL
5830 NW BARRY RD

KANSAS CITY,MO64154
44-0565393 		HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(3)SAINT LUKES SOUTH HOSPITAL
12300 METCALF AVE

OVERLAND PARK,KS66213
48-1203262 		HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(4)SAINT LUKES EAST HOSPITAL
100 NE SAINT LUKES BLVD

LEES SUMMIT,MO64086
56-2488077 		HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(5)SAINT LUKES PHYSICIAN GROUP INC
901 E 104TH ST

KANSAS CITY,MO64131
43-1598353 		HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(6)SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE
901 E 104TH STREET

KANSAS CITY,MO64131
43-1127200 		HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(7)ST LUKES OF TRENTON
191 IOWA BLVD

TRENTON,MO64683
43-1707306 		HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(8)SAINT LUKES HOSPITAL OF GARNETT
421 SOUTH MAPLE

GARNETT,KS66032
74-2849611 		HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(9)SAINT LUKE'S HOSPITAL OF CHILLICOTHE
2799 N WASHINGTON

CHILLICOTHE,MO64601
43-1735565 		HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(10)SAINT LUKES CUSHING HOSPITAL
711 MARSHALL

LEAVENWORTH,KS66048
48-0543792 		HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(11)SAINT LUKES CARE
901 E 104TH ST

KANSAS CITY,MO64131
26-0185090 		HEALTH CARE MO 501(c)(3) Type II SAINT LUKES HEALTH SYSTEM
 
Yes
 
(12)MEDICAL PLAZA IMAGING ASSOCIATES LLC
4401 WORNALL ROAD

KANSAS CITY,MO64111
43-1609584 		HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(13)SAINT LUKE'S COLLEGE OF HEALTH SCIENES
624 WESTPORT ROAD

KANSAS CITY,MO64111
27-2716128 		POST SECONDARY NURSING EDUCATION MO 501(c)(3) 2 ST LUKES HOSPITAL OF KANSIS CITY
 
Yes
 
(14)ADVANCED UROLOGIC ASSOCIATES INC
901 E 104TH ST

KANSAS CITY,MO64131
45-4725529 		HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(15)ROCKHILL ORTHOPAEDIC SPECIALISTS INC
901 E 104TH ST

KANSAS CITY,MO64131
45-3851008 		HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(16)THE BISHOP SPENCER PLACE
4301 MADISON AVENUE

KANSAS CITY,MO64111
43-1139083 		RETIREMENT COMMUNITY MO 501(c)(3) 10 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(17)WINDSOR CARE INCORPORATED
4301 MADISON AVENUE

KANSAS CITY,MO64111
20-5284328 		HEALTH CARE MO 501(c)(3) 10 THE BISHOP SPENCER PLACE
 
Yes
 
(18)Saint Luke's Foundation
901 E 104th Street

Kansas City,MO64131
44-6014699 		Foundation MO 501(c)(3) 7 Saint Luke's Health System
 
Yes
 
(19)Saint Luke's Hospital of Allen County Inc
3066 N Kentucky St

Iola,KS66749
84-3362602 		Health Care KS 501(c)(3) 3 Saint Luke's Health System
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) MEDICAL PLAZA PARTNERS LP

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

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

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

4321 WASHINGTON STE 5700
KANSAS CITY,MO64111
27-4142549 		HEALTH CARE MO NA
  		N/A                
(5) KANSAS CITY ORTHOPAEDIC INSTITUTE LLC

3651 COLLEGE BLVD
LEAWOOD,KS66211
48-1197295 		HEALTH CARE KS NA
  		N/A                
(6) SAINT LUKES RADIATION THERAPY-LIBERTY LLC

901 E 104TH ST
KANSAS CITY,MO64131
47-3793070 		HEALTH CARE MO NA
  		N/A                


Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP

901 E 104TH ST
KANSAS CITY,MO64131
37-1471890 		INSURANCE SC SAINT LUKES HEALTH SYSTEM
  		C Corporation -160,945 12,467,785 100 % Yes  
(2) ST LUKES HEALTH VENTURES INC

901 E 104TH ST
KANSAS CITY,MO64131
43-1278476 		ACCOUNTING MO NA
  		C Corporation       Yes  
(3) MEDICAL PLAZA MANAGEMENT INC

4320 WORNALL ROAD STE 714
KANSAS CITY,MO64111
43-1352317 		MEDICAL OFFICE BUILDING MANAGEMENT MO NA
  		C Corporation       Yes  
(4) VENTURE FINANCIAL SERVICES INC

9500 EAST 63RD ST STE 202
RAYTOWN,MO64133
43-1605740 		COLLECTIONS MO NA
  		C Corporation       Yes  
(5) SAINT LUKES HEALTH SYSTEM INSURANCE LTD

 
 
CAPTIVE CJ SAINT LUKES HEALTH SYSTEM INC
  		C Corporation 8,001,473 63,589,058 100 % Yes  




Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
Yes
 
h Purchase of assets from related organization(s) ............................
1h
Yes
 
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Saint Luke's Hospital of Garnett

 L 2,522,105 COST
(2) Saint Luke's Hospital of Garnett

 P 113,970 COST
(3) Saint Luke's Hospital of Garnett

 Q 494,254 COST
(4) Saint Luke's Hospital of Garnett

 R 89,201 COST
(5) Advanced Urologic Associates

 J 91,850 COST
(6) Bishop Spencer Place

 L 600,471 COST
(7) Bishop Spencer Place

 Q 228,810 COST
(8) Bishop Spencer Place

 R 97,822 COST
(9) Saint Luke's Cushing Hospital

 L 4,997,780 COST
(10) Saint Luke's Cushing Hospital

 P 593,345 COST
(11) Saint Luke's Cushing Hospital

 Q 659,532 COST
(12) Saint Luke's Cushing Hospital

 R 132,896 COST
(13) Saint Luke's Hospital of Chillicothe

 C 3,000,000 COST
(14) Saint Luke's Hospital of Chillicothe

 L 5,560,569 COST
(15) Saint Luke's Hospital of Chillicothe

 P 266,448 COST
(16) Saint Luke's Hospital of Chillicothe

 Q 1,532,850 COST
(17) Saint Luke's Hospital of Chillicothe

 R 54,041 COST
(18) Saint Luke's Hospital of Chillicothe

 S 62,637 COST
(19) Medical Plaza Imaging Associates

 L 245,345 COST
(20) Medical Plaza Imaging Associates

 Q 313,731 COST
(21) Saint Luke's East Hospital

 L 39,454,727 COST
(22) Saint Luke's East Hospital

 P 6,896,765 COST
(23) Saint Luke's East Hospital

 Q 5,986,912 COST
(24) Saint Luke's East Hospital

 R 2,058,720 COST
(25) Saint Luke's East Hospital

 S 176,957 COST
(26) Saint Luke's Health Ventures

 O 104,869 COST
(27) Saint Luke's Health Ventures

 Q 81,185 COST
(28) Saint Luke's Hospital

 H 130,079 COST
(29) Saint Luke's Hospital

 J 134,407 COST
(30) Saint Luke's Hospital

 L 100,146,661 COST
(31) Saint Luke's Hospital

 M 135,887 COST
(32) Saint Luke's Hospital

 P 27,033,877 COST
(33) Saint Luke's Hospital

 Q 14,637,269 COST
(34) Saint Luke's Hospital

 R 6,244,107 COST
(35) Saint Luke's Hospital

 S 3,662,134 COST
(36) Saint Luke's Physician Group

 C 11,000,000 COST
(37) Saint Luke's Physician Group

 J 5,725,289 COST
(38) Saint Luke's Physician Group

 L 20,089,776 COST
(39) Saint Luke's Physician Group

 M 744,927 COST
(40) Saint Luke's Physician Group

 P 1,887,990 COST
(41) Saint Luke's Physician Group

 Q 14,084,877 COST
(42) Saint Luke's Physician Group

 R 553,157 COST
(43) Saint Luke's Physician Group

 S 11,629,902 COST
(44) Medical Plaza Partners

 K 82,102 COST
(45) Medical Plaza Partners

 L 53,642 COST
(46) Saint Luke's Home Care and Hospice

 J 79,224 COST
(47) Saint Luke's Home Care and Hospice

 L 2,901,577 COST
(48) Saint Luke's Home Care and Hospice

 P 62,348 COST
(49) Saint Luke's Home Care and Hospice

 Q 260,922 COST
(50) Saint Luke's North Hospital

 L 20,116,020 COST
(51) Saint Luke's North Hospital

 P 3,462,725 COST
(52) Saint Luke's North Hospital

 Q 1,974,736 COST
(53) Saint Luke's North Hospital

 R 1,990,474 COST
(54) Saint Luke's North Hospital

 S 144,548 COST
(55) Saint Luke's South Hospital

 J 108,330 COST
(56) Saint Luke's South Hospital

 L 21,242,128 COST
(57) Saint Luke's South Hospital

 P 5,239,277 COST
(58) Saint Luke's South Hospital

 Q 2,991,217 COST
(59) Saint Luke's South Hospital

 R 9,346,236 COST
(60) Saint Luke's South Hospital

 S 114,427 COST
(61) Saint Luke's College of Health Sciences

 L 319,345 COST
(62) Saint Luke's College of Health Sciences

 Q 169,150 COST
(63) Rockhill Orthopaedic Specialists Inc

 J 262,169 COST
(64) Rockhill Orthopaedic Specialists Inc

 Q 77,641 COST
(65) Saint Luke's Foundation

 J 138,168 COST
(66) Saint Luke's Foundation

 L 403,552 COST
(67) Saint Luke's Foundation

 P 1,896,978 COST
(68) Saint Luke's Foundation

 Q 122,887 COST
(69) Saint Luke's Foundation

 S 9,248,961 COST
(70) Saint Luke's Hospital of Trenton

 L 3,092,245 COST
(71) Saint Luke's Hospital of Trenton

 P 148,561 COST
(72) Saint Luke's Hospital of Trenton

 Q 431,441 COST
(73) Saint Luke's Hospital of Trenton

 R 133,033 COST
(74) Medical Plaza Management Inc

 L 68,700 COST
(75) Medical Plaza Management Inc

 O 67,135 COST
(76) Medical Plaza Management Inc

 Q 55,659 COST
(77) Saint Luke's Health System Risk Retention Group

 L 79,425 COST
(78) Saint Luke's Health System Risk Retention Group

 Q 134,630 COST
(79) Saint Luke's Health System Insurance Ltd

 L 247,834 COST
(80) Saint Luke's Health System Insurance Ltd

 P 18,685,576 COST
(81) Saint Luke's Health System Insurance Ltd

 Q 18,773,433 COST
(82) Saint Luke's Foundation

 C 181,340 cost
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R, Part V, Line 1 PART V, LINE 1, TRANSACTIONS WITH RELATED ORGANIZATIONS SAINT LUKE'S HEALTH SYSTEM (SYSTEM) AND ITS AFFILIATED ENTITIES OPERATE AS A HIGHLY INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE SYSTEM MANAGES AND OPERATES RELATED HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION ORIENTED HEALTH CARE SYSTEM IN ORDER TO BETTER SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. AS A RESULT, THERE ARE NUMEROUS INTERCOMPANY INTERACTIONS INCLUDING CENTRALIZED SUPPORT SERVICES AND SHARING OF RESOURCES AND COSTS.
Schedule R (Form 990) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0