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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
232 S WOODS MILL ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTERFIELD, MO63017
D Employer identification number

43-0652680
E Telephone number

G Gross receipts $ 737,240,020
F Name and address of principal officer:
JONATHAN R VITIELLO
232 S WOODS MILL ROAD
CHESTERFIELD,MO63017
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.STLUKES-STL.COM
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  
K Form of organization:  
L Year of formation: 1866
M State of legal domicile: MO
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: WE ARE DEDICATED TO PROVIDING EXCEPTIONAL CARE TO EVERY PATIENT, EVERY TIME.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 22
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 4,498
6 Total number of volunteers (estimate if necessary) ............. 6 212
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 3,494,947
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 8,995
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 4,781,058 14,471,358
9 Program service revenue (Part VIII, line 2g) ......... 628,648,173 633,143,738
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 10,483,632 16,447,183
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 384,259 536,338
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 644,297,122 664,598,617
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 94,170 64,800
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 282,095,232 288,061,433
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 858,811    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 299,775,644 319,700,466
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 581,965,046 607,826,699
19 Revenue less expenses. Subtract line 18 from line 12....... 62,332,076 56,771,918
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 832,684,526 859,504,157
21 Total liabilities (Part X, line 26)............. 230,095,136 219,397,945
22 Net assets or fund balances. Subtract line 21 from line 20..... 602,589,390 640,106,212
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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: SEE SCHEDULE O.
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 $ 566,870,626 including grants of $ 64,800 ) (Revenue $ 629,648,791 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
SEE SCHEDULE O.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses566,870,626
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
Yes
 
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
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
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............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
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...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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.....
21
 
No
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
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 attachment
List of Attached Documents:
// Content
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 the 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.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 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..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on 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
182
b
Enter the number of Forms W-2G included on 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 (2023)
Form 990 (2023)
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
4,498
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
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 the instructions and file Form 4720, Schedule N.
15
 
No
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
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
22
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
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
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
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe on 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 on 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 on 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
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
JONATHAN R VITIELLO232 SOUTH WOODS MILL ROAD   CHESTERFIELD,MO63017 (314) 434-1500
Form 990 (2023)
Form 990 (2023)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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 the 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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) JEFFREY THOMPSON MD......................................................................
OB / GYN
1.00
.................
50.00
X           0 571,453 36,896
(2) JOSEPH CRAFT MD......................................................................
CARDIOLOGY SPECIALIST
1.00
.................
55.00
X           0 673,730 36,896
(3) BRIAN PETERSON MD......................................................................
CARDOTHORACIC SURGEON
1.00
.................
55.00
X           0 635,112 36,784
(4) VINCENT FERRARI......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(5) THE RT REV DEON JOHNSON......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(6) REV RYAN LANDINO......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(7) STEVEN GOSIK......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(8) STEVEN MANDEVILLE......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(9) CYNTHIA MARITZ......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(10) SHARON HARVEY DAVIS......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(11) SCOTT MONETTE......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(12) JOHN MORRIS......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(13) REV JOY MYERS......................................................................
DIRECTOR - THRU 12/31/23
1.00
.................
1.00
X           0 0 0
(14) NORMAN L EAKER......................................................................
CHAIRMAN
3.00
.................
2.00
X           0 0 0
(15) REV DR BRANDAN EDDY......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(16) MICHAEL DIMARCO......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(17) KIMBERLY R JOHNSON......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
Form 990 (2023)
Form 990 (2023)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) KATHERINE ARBUCKLE........................................................................
DIRECTOR
1.00
.......................1.00
X           0 0 0
(19) JOHN EILERMANN........................................................................
DIRECTOR
1.00
.......................1.00
X           0 0 0
(20) JEAN C DAVIS........................................................................
DIRECTOR
1.00
.......................1.00
X           0 0 0
(21) JAMES M SNOWDEN JR........................................................................
SECRETARY
1.00
.......................1.00
X           0 0 0
(22) EDWARD L GLOTZBACH........................................................................
TREASURER
1.00
.......................1.00
X           0 0 0
(23) DIANE MODRELL........................................................................
DIRECTOR - THRU 12/31/23
1.00
.......................1.00
X           0 0 0
(24) DAVID R PRICE JR........................................................................
DIRECTOR - THRU 12/31/23
1.00
.......................1.00
X           0 0 0
(25) DANIEL K STEGMANN........................................................................
VICE CHAIRMAN
1.00
.......................1.00
X           0 0 0
(26) CHRISTOPHER J TERRY........................................................................
DIRECTOR - THRU 12/31/23
1.00
.......................1.00
X           0 0 0
(27) MARTHA FLEISCHMANN........................................................................
SENIOR VP & CFO - THRU 6/30/24
25.00
.......................35.00
    X       539,905 0 38,961
(28) ANDREW BAGNALL........................................................................
PRESIDENT & CEO
42.00
.......................18.00
    X       966,812 0 35,864
(29) MAGED HAIKAL MD........................................................................
CHIEF OF MEDICINE
40.00
.......................25.00
      X     0 995,516 38,654
(30) RONALD LEIDENFROST MD........................................................................
CHAIRMAN HEART & VASCULAR INST.
30.00
.......................25.00
      X     0 601,042 38,654
(31) SAMUEL FLANDERS MD........................................................................
EXEC VP QUALITY
50.00
.......................0.00
      X     614,450 0 35,396
(32) DARREN HASKELL MD........................................................................
CHIEF MEDICAN OFFICER
20.00
.......................30.00
      X     0 599,386 48,596
(33) MICHAEL KLEVENS MD........................................................................
NETWORK VP IMMEDIATE CARE SERV
50.00
.......................0.00
      X     505,952 0 43,436
(34) NATHAN BIGLER........................................................................
CHIEF PEOPLE OFFICER
50.00
.......................0.00
      X     419,480 0 27,095
(35) DIANE RAY........................................................................
SENIOR VP / NETWORK CNO / SLH - COO - THRU 6/30/24
50.00
.......................10.00
      X     472,693 0 51,766
(36) SCOTT B JOHNSON........................................................................
CHIEF STRATEGY OFFICER
50.00
.......................0.00
      X     342,942 0 18,503
(37) DON MILLER........................................................................
NETWORK VP FACILITIES
41.00
.......................9.00
      X     382,084 0 36,866
(38) SCOTT HOLTSWORTH........................................................................
VP / NETWORK CIO
50.00
.......................0.00
      X     370,291 0 43,817
(39) SHARON MERTZLUFFT........................................................................
VICE PRESIDENT& EXEC DIRECTOR
50.00
.......................0.00
      X     344,981 0 30,379
(40) LAURA OVERTURF........................................................................
NETWORK VP REV CYCLE - THRU 1/26/24
50.00
.......................0.00
      X     308,574 0 43,139
(41) JON BETTALE........................................................................
VICE PRESIDENT SURGICAL SVCS
50.00
.......................0.00
      X     312,608 0 30,678
(42) JASON EDWARDS MD........................................................................
RADIATION ONCOLOGIST
55.00
.......................0.00
        X   1,575,291 0 14,025
(43) ERIC JENKINS MD........................................................................
PHYSICIAN CVICU
50.00
.......................0.00
        X   573,501 0 43,496
(44) LESLIE TERRELL MD........................................................................
CVICU
50.00
.......................0.00
        X   508,226 0 33,536
(45) JAMIE HAAS MD........................................................................
SLEEP MEDICINE PHYSICIAN
50.00
.......................0.00
        X   549,254 0 39,341
(46) VEDICA SHARMA MD........................................................................
CVICU
50.00
.......................0.00
        X   508,670 0 10,725
(47) SHANE M CERONE........................................................................
FORMER PRESIDENT & CEO
0.00
.......................0.00
          X 764,423 0 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 10,060,137 4,076,239 813,503
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 505
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
TRIMEDX LLC

5050 KINGSLY DR
CINCINNATI,OH45227
EQUIPMENT MAINTENANCE 5,308,546
AYA HEALTHCARE INC

PO BOX 674907
DALLAS,TX75267
TEMPORARY STAFFING 4,457,188
PARIC CORPORATION

77 WESTPORT PLAZA DR
ST LOUIS,MO63146
CONSTRUCTION SERVICES 3,116,056
ICS CONSTRUCTION SERVICES

2930 MARKET STREET
ST LOUIS,MO63103
CONSTRUCTION SERVICES 2,865,565
LABORATORY CORP OF AMERICA

PO BOX 12140
BURLINGTON,NC27216
LAB SERVICES 2,459,706
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 86
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 20,923
d Related organizations1d  
e Government grants (contributions)1e 7,889,591
f All other contributions, gifts, grants, and similar amounts not included above1f 6,560,844
g Noncash contributions included in lines 1a - 1f:$ 1g 163,449
h Total. Add lines 1a-1f....... 14,471,358
 Program Service RevenueAmt Business Code
2a PATIENT SERVICE REV. 621300 590,203,185 590,203,185    
b RETAIL PHARMACIES 456110 17,427,843 16,295,033 1,132,810  
c PHYSICIAN OFFICES RENT 621110 12,947,649 12,947,649    
d CAFETERIA INCOME 622110 2,226,506 2,224,956 1,550  
e NONPATIENT LAB SERVICES 621500 2,148,815   2,148,815  
f All other program service revenue. 8,189,740 7,977,968 211,772  
g Total. Add lines 2a–2f ..... 633,143,738
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 11,843,453     11,843,453
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 77,106,229 119,775
b Less: cost or other basis and sales expenses 7b 72,507,862 114,412
c Gain or (loss) 7c 4,598,367 5,363
d Net gain or (loss)......... 4,603,730     4,603,730
8a Gross income from fundraising events (not including $ 20,923of contributions reported on line 1c). See Part IV, line 18 ....
8a 14,648
b Less: direct expenses ... 8b 19,129
c Net income or (loss) from fundraising events.. -4,481   -4,481
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..        
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..        
 OtherRevenueMiscAmt
Business Code
11a MISC REVENUE 900099 540,819     540,819
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 540,819
12 Total revenue. See instructions..... 664,598,617 629,648,791 3,494,947 16,983,521
Form 990 (2023)
Form 990 (2023)
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 .... 64,800 64,800
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 ...........        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 5,493,386   5,044,918 448,468
7 Other salaries and wages........ 231,837,347 219,906,628 11,752,389 178,330
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 4,643,486 4,316,911 314,686 11,889
9 Other employee benefits ....... 29,440,312 27,369,781 1,995,150 75,381
10 Payroll taxes ........... 16,646,902 15,476,129 1,128,149 42,624
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 763,489   763,489  
c Accounting ........... 270,842   270,842  
d Lobbying ........... 64,203   64,203  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 13,990,479 11,843,949 2,146,530  
12 Advertising and promotion .... 950,822 19,311 931,511  
13 Office expenses ....... 6,941,345 5,073,271 1,832,284 35,790
14 Information technology ...... 9,864,271 9,111,083 736,143 17,045
15 Royalties ..        
16 Occupancy ........... 16,130,203 15,973,356 156,847  
17 Travel ............ 427,297 394,353 32,651 293
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 144,123 129,133 14,790 200
20 Interest ........... 1,898,916 1,898,916    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 27,454,448 27,454,448    
23 Insurance ... 6,141,840   6,141,840  
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 174,072,933 173,933,388 135,605 3,940
b CONTRACT SERVICES 31,173,871 26,938,437 4,223,210 12,224
c MEDICAID FRA EXPENSE 18,884,000 18,884,000    
d REPAIRS AND MAINTENANCE 5,452,867 5,439,647 13,220  
e All other expenses 5,074,517 2,643,085 2,398,805 32,627
25 Total functional expenses. Add lines 1 through 24e 607,826,699 566,870,626 40,097,262 858,811
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
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 ........ 0 1  
2 Savings and temporary cash investments ......... 44,374,498 2 39,771,875
3 Pledges and grants receivable, net ...... 4,348,430 3 165,100
4 Accounts receivable, net ............. 110,369,152 4 90,795,196
5 Loans and other receivables from 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  
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  
7 Notes and loans receivable, net ........... 0 7  
8 Inventories for sale or use ............ 10,604,830 8 10,897,967
9 Prepaid expenses and deferred charges ...... 8,837,119 9 9,788,018
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 735,343,921
b Less: accumulated depreciation 10b 541,559,774 197,144,054 10c 193,784,147
11 Investments—publicly traded securities . 357,407,985 11 395,072,129
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ............... 0 14  
15 Other assets. See Part IV, line 11 ........... 99,598,458 15 119,229,725
16 Total assets. Add lines 1 through 15 (must equal line 33)... 832,684,526 16 859,504,157
Liabilities 17 Accounts payable and accrued expenses ..... 55,241,654 17 55,609,540
18 Grants payable ... 520,816 18 797,105
19 Deferred revenue ......... 0 19  
20 Tax-exempt bond liabilities ......... 113,247,609 20 105,648,979
21 Escrow or custodial account liability. Complete Part IV of Schedule D 66,816 21 60,716
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 .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 61,018,241 25 57,281,605
26 Total liabilities. Add lines 17 through 25.. 230,095,136 26 219,397,945
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 574,464,195 27 615,578,490
28 Net assets with donor restrictions ........... 28,125,195 28 24,527,722
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 602,589,390 32 640,106,212
33 Total liabilities and net assets/fund balances ........ 832,684,526 33 859,504,157
Form 990 (2023)
Form 990 (2023)
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
664,598,617
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
607,826,699
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
56,771,918
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
602,589,390
5
Net unrealized gains (losses) on investments ...............
5
28,237,136
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
-47,492,232
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
640,106,212
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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
2023
Open to Public
Inspection
Name of the organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
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
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ...............................  
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
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 5 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
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 on 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
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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
 
 
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
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
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 box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
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 lines 5b and 5c 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
 
 
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
 
 
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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
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
 
 
b
Did one or more disqualified persons (as defined on 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
 
 
c
Did a disqualified person (as defined on 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
 
 
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
 
 
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) 2023

Schedule A (Form 990) 2023
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 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 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
Schedule A (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
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
2023
Name of the organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number
43-0652680
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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
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) (2023)
Additional Data


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SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) 2019 (b) 2020 (c) 2021 (d) 2022 (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) 2022


Schedule C (Form 990) 2022
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)? ........
 
No
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
 
64,203
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
64,203
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: APPROXIMATELY $64,203 OF THE DUES PAID TO VARIOUS TRADE ORGANIZATIONS FOR THE YEAR ENDED JUNE 30, 2024 ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES BY THE ORGANIZATION.
Schedule C (Form 990) 2022


Additional Data


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Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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 .... 28,125,195 26,018,554 28,961,841 26,143,988 27,961,217
b Contributions ... 465,179 3,534,048 732,916 357,924 940,177
c Net investment earnings, gains, and losses 1,032,948 829,171 -2,800,529 3,126,918 -140,904
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
5,095,600 2,256,578 875,674 666,989 2,616,502
f Administrative expenses ....          
g End of year balance ...... 24,527,722 28,125,195 26,018,554 28,961,841 26,143,988
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow0 %
b
Permanent endowment right arrow90.060 %
c
Term endowment right arrow9.940 %
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)
 
No
(ii) Related organizations .................
3a(ii)
 
No
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 .....   17,267,851 17,267,851
b Buildings ....   399,684,545 274,311,790 125,372,755
c Leasehold improvements   31,091,851 19,168,560 11,923,291
d Equipment ....   281,723,463 248,079,424 33,644,039
e Other .....   5,576,211   5,576,211
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 193,784,147
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
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)DEFERRED COMPENSATION 2,692,000
(2)PENSION ASSET 3,565,466
(3)SPECIAL PURPOSE FUND 2,272,884
(4)RIGHT OF USE LEASE ASSETS 22,609,046
(5)INVESTMENTS 22,537,304
(6)INTERCOMPANY RECEIVABLE 65,103,652
(7)OTHER ASSETS 449,373
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 119,229,725
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  
DEFERRED COMPENSATION 2,692,000
INSURANCE RESERVES & OTHERS 26,116,850
MEDICARE REIMBURSEMENT 5,198,715
OPERATING LEASE LIABILITY 23,274,040





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 57,281,605
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) 2022

Schedule D (Form 990) 2022
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
PART IV, LINE 2B: THE HOSPITAL OBTAINS ONE MONTH'S WORTH OF DEPOSITS IN ADVANCE FOR ROOM AND BOARD CHARGES FOR SKILLED NURSING FACILITY PRIVATE PAY RESIDENTS.
PART V, LINE 4: ENDOWMENT FUNDS CONSIST OF NINE INDIVIDUAL FUNDS, OF WHICH THREE WERE ESTABLISHED FOR INDIGENT CARE. ALL REALIZED INVESTMENT RETURNS ARE RELEASED TO OPERATIONS IN ACCORDANCE WITH THE DONOR RESTRICTIONS.
PART X, LINE 2: ST. LUKE'S EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. THERE ARE NO UNCERTAIN TAX POSITIONS RECORDED IN 2024 OR 2023.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

FRIENDS EVENT
(event type)
(b) Event #2

 
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

35,571

 

 

35,571

2

Less: Contributions . . . .

20,923

 

 

20,923
3 Gross income (line 1 minus
line 2) . . . . . .

14,648

 

 

14,648



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 7,040     7,040
7 Food and beverages . . . 6,906     6,906
8 Entertainment . . . .        
9 Other direct expenses . . . 5,183     5,183
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 19,129
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -4,481
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2023
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
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
Yes
 
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
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
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) . . .
  24,364 5,740,738   5,740,738 0.940 %
b Medicaid (from Worksheet 3, column a) . . . . .     13,609,470 10,745,842 2,863,628 0.470 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .   24,364 19,350,208 10,745,842 8,604,366 1.410 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,140,712   1,140,712 0.190 %
f Health professions education (from Worksheet 5) . . .     7,451,718 4,750,285 2,701,433 0.440 %
g Subsidized health services (from Worksheet 6) . . . .   4,297 1,556,592 406,702 1,149,890 0.190 %
h Research (from Worksheet 7) .            
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     64,148   64,148 0.010 %
j Total. Other Benefits . .   4,297 10,213,170 5,156,987 5,056,183 0.830 %
k Total. Add lines 7d and 7j .   28,661 29,563,378 15,902,829 13,660,549 2.240 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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            
2 Economic development            
3 Community support     218,986   218,986 0.040 %
4 Environmental improvements            
5 Leadership development and
training for community members
    706   706 0 %
6 Coalition building     1,080   1,080 0 %
7 Community health improvement advocacy            
8 Workforce development     200,083   200,083 0.030 %
9 Other            
10 Total     420,855   420,855 0.070 %
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
Yes
 
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
1,344,568
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
768,728
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
157,818,249
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
167,075,515
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-9,257,266
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 %
11 ST LUKE'S CENTER FOR DIAGNOSTIC IMAGING
 
OUTPATIENT IMAGING SERVICES 31.000 % 0 % 18.000 %
22 ST LUKE'S SURGERY CENTER OF CHESTERFIELD
 
AMBULATORY SURGERY CENTER 78.790 % 0 % 21.210 %
33 CITY PLACE SURGERY CENTER
 
AMBULATORY SURGERY CENTER 66.890 % 0 % 33.110 %
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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?2Name, 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 and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 ST LUKE'S HOSPITAL
232 S WOODS MILL RD
CHESTERFIELD,MO63017
WWW.STLUKES-STL.COM
274-49
X X   X     X      
2 ST LUKE'S REHABILITATION HOSPITAL
14709 OLIVE BLVD
CHESTERFIELD,MO63017
WWW.STLUKES-STL.COM/SERVICES
560-4
X               REHABILITATION HOSPITAL  
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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)
ST LUKE'S 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   No
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   No
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 Yes  
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 21
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 Yes  
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 Yes  
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   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
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 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): STLUKES-STL.COM/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT
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) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
ST LUKE'S 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
STLUKES-STL.COM/PAY/FINANCIAL-ASSISTANCE
b
STLUKES-STL.COM/PAY/FINANCIAL-ASSISTANCE
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
ST LUKE'S 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) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
ST LUKE'S 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) 2023
Schedule H (Form 990) 2023
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)
ST LUKE'S REHABILITATION 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):
2
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   No
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   No
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 Yes  
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 21
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 Yes  
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 Yes  
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   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
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 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): STLUKES-STL.COM/ABOUT-US/COMMUNITY-HEALTH-NEEDS-ASSESSMENT
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) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
ST LUKE'S REHABILITATION 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
STLUKES-STL.COM/PAY/FINANCIAL-ASSISTANCE
b
STLUKES-STL.COM/PAY/FINANCIAL-ASSISTANCE
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
ST LUKE'S REHABILITATION 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   No
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
ST LUKE'S REHABILITATION 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) 2023
Schedule H (Form 990) 2023
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
ST. LUKE'S HOSPITAL PART V, SECTION B, LINE 5: PART V, SECTION B, LINES 5 AND 6ATHE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS COLLECTED PRIMARY DATA THROUGH KEY STAKEHOLDER AND COMMUNITY MEMBER SURVEYS, COORDINATED THROUGH A COLLABORATIVE APPROACH BETWEEN ST. LOUIS AREA HOSPITALS AND HEALTH SYSTEMS INCLUDING BJC HEALTHCARE, MERCY, SSM HEALTH, ST. LUKE'S HOSPITAL, AND SHRINERS HOSPITALS FOR CHILDREN. APPENDIX B OF THE ST. LUKE'S HOSPITAL CHNA INCLUDES QUESTIONS AND RESPONSES FOR EACH SURVEY.THE STAKEHOLDER SURVEY SOLICITED INPUT FROM PARTNERS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY. THE SURVEY WAS WEB-BASED, EMAILED DIRECTLY TO IDENTIFIED PARTNERS, AND AVAILABLE DURING THE MONTH OF JUNE 2021. RESPONSES FROM 17 PARTNERS IN THE WEST AND CENTRAL ST. LOUIS COUNTY AREAS WERE INCLUDED IN THE ST. LUKE'S CHNA. COMMUNITY PARTNERS REPRESENTED PUBLIC HEALTH, COMMUNITY-BASED ORGANIZATIONS, LOCAL MUNICIPAL GOVERNMENT, EDUCATION, AND FIRE AND POLICE DEPARTMENTS. ORGANIZATIONS REPRESENTED IN STAKEHOLDER SURVEY RESPONSES INCLUDE THE FOLLOWING:CIRCLE OF CONCERNCITY OF DES PERESCREVE COEUR POLICE DEPARTMENTEUREKA POLICE DEPARTMENTEVENT EXHIBITS, INC.JEWISH COMMUNITY CENTERKIRKWOOD FIRE DEPARTMENTMARYVILLE UNIVERSITYMETROWEST ANESTHESIA GROUPMISSOURI BAPTIST UNIVERSITYPREVENTEDROCKWOOD SCHOOL DISTRICTST. LOUIS COUNTY DEPARTMENT OF PUBLIC HEALTHST. LOUIS COUNTY POLICEST. LUKE'S DES PERES ADVISORY BOARDTOWN AND COUNTRY POLICE DEPARTMENTTHE COMMUNITY MEMBER SURVEY WAS WEB-BASED AND AVAILABLE TO ALL MEMBERS OF THE ST. LOUIS METROPOLITAN AREA BETWEEN MAY AND JUNE 2021. SURVEY PROMOTIONS INCLUDED A PRESS RELEASE TO LOCAL MEDIA OUTLETS, HOSPITAL NEWS STORIES, SOCIAL MEDIA PROMOTIONS, FLYER DISTRIBUTION THROUGHOUT THE COMMUNITY AT HOSPITAL-SPONSORED ACTIVITIES, AND THROUGH COMMUNITY-BASED PARTNER ORGANIZATIONS INCLUDING THOSE WITH INTERNET AVAILABILITY FOR INDIVIDUALS WITHOUT ACCESS TO INTERNET AT HOME. SURVEY RESPONSES WERE AGGREGATED AT THE ZIP CODE LEVEL TO ALIGN WITH THE UNIQUE CHNA COMMUNITIES OF EACH HOSPITAL. A TOTAL OF 465 RESPONSES WERE COLLECTED FROM THE ST. LUKE'S CHNA GEOGRAPHY.
ST. LUKE'S HOSPITAL PART V, SECTION B, LINE 11: BASED ON ASSESSMENT OF LOCAL HEALTH, SOCIAL, AND DEMOGRAPHIC DATA; COMMUNITY AND STAKEHOLDER SURVEY INPUT; AND IN CONSIDERATION OF REGIONAL STRATEGIES AND HOSPITAL PRIORITIES, THE ST. LUKE'S HOSPITAL'S 2022 CHNA EXECUTIVE TEAM PRIORITIZED THE FOLLOWING NEEDS ON WHICH TO FOCUS INITIATIVES THROUGH STRATEGIES IDENTIFIED IN THE COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP) BETWEEN FY2023 AND FY2025:- OLDER ADULTS- WEIGHT MANAGEMENT- MENTAL HEALTHTHE FOLLOWING ACTIONS WERE IMPLEMENTED IN FY2024 TO ADDRESS THE PRIORITY NEEDS IDENTIFIED IN THE 2022 CHNA:OLDER ADULTS: THE GOAL OF THE OLDER ADULTS IMPLEMENTATION PLAN IS TO INCREASE THE NUMBER OF OLDER ADULTS ACTIVELY ENGAGED IN HEALTHY LIFESTYLES, WHICH WILL BE ACHIEVED THROUGH STRATEGIES TO 1) IMPROVE KNOWLEDGE OF HEALTHY BEHAVIORS AND DISEASE MANAGEMENT STRATEGIES, 2) INCREASE OPPORTUNITIES TO ENGAGE IN HEALTHY BEHAVIORS, 3) IMPROVE ACCESS TO INSURANCE COVERAGE AND SERVICES, AND 4) DECREASE THE NUMBER OF AVOIDABLE HOSPITALIZATIONS AMONG OLDER ADULTS. OLDER ADULT INITIATIVES IMPLEMENTED IN FY2024 TO ACHIEVE THESE OUTCOMES INCLUDE: - EXPANDED ST. LUKE'S SENIOR OUTREACH EDUCATION IN THE COMMUNITY WITH NEW FY2024 PARTNER SITES INCLUDING CHESTERFIELD AND MARYLAND HEIGHTS YMCA LOCATIONS - IMPLEMENTED MONTHLY "COFFEE AND CONVERSATIONS" COMMUNITY EDUCATION TO PROMOTE ONGOING ENGAGEMENT, SOCIALIZATION, AND HEALTH EDUCATION- DEVELOPED AND DISTRIBUTED ST. LUKE'S FAMILY & CAREGIVER RESOURCE GUIDE FOR CARE OF OLDER ADULTS- ESTABLISHED PARTNERSHIP WITH MISSOURI STATE HEALTH INSURANCE ASSISTANCE PROGRAM (SHIP) TO PROVIDE MEDICARE COUNSELING, EDUCATION, AND ENROLLMENT ASSISTANCE- EXPANDED READMISSIONS REDUCTION PROGRAM TO INCLUDE EXPANSION TO DES PERES HOSPITAL CAMPUS, TOTAL JOINT PATIENTS, AND AGE 80+ BLACK PATIENTS- CONTINUED INTENSIVE DIABETES MANAGEMENT PROGRAM IN ST. LUKE'S MEDICAL GROUP PRACTICES TO PROACTIVELY IDENTIFY AND CARE FOR DIABETIC PATIENTS AND IMPROVE PATIENT OUTCOMES- CONTINUED EMPLOYMENT OF SOCIAL WORKER IN ST. LUKE'S EMERGENCY DEPARTMENT TO ASSIST WITH FOLLOW-UP AND POST-ACUTE PLACEMENT OF PATIENTSWEIGHT MANAGEMENT: THE GOAL OF THE WEIGHT MANAGEMENT IMPLEMENTATION PLAN IS TO REDUCE THE PREVALENCE OF AT-RISK, OVERWEIGHT, AND OBESE INDIVIDUALS IN THE COMMUNITY, WHICH WILL BE ACHIEVED THROUGH STRATEGIES TO 1) PARTNER WITH COMMUNITY ORGANIZATIONS TO INCREASE AVAILABILITY OF HEALTHY FOOD AND EXERCISE OPTIONS AND 2) IMPROVE KNOWLEDGE AND AWARENESS ABOUT HEALTHY HABITS, RESOURCES, AND ACCESS. WEIGHT MANAGEMENT INITIATIVES IMPLEMENTED IN FY2024 TO ACHIEVE THESE OUTCOMES INCLUDE: - ESTABLISHED MONTHLY COMMUNITY WALKING GROUP AT ST. LUKE'S WALKING TRAIL TO PROMOTE EXERCISE AND HEALTH EDUCATION- IMPLEMENTED QUARTERLY "LET'S COOK!" FOOD DEMONSTRATIONS ON EACH HOSPITAL CAMPUS AND IN THE COMMUNITY, IN COLLABORATION WITH COMMUNITY PARTNERS, TO ENCOURAGE AND EDUCATE ABOUT HEALTHY FOOD PREPARATION AND EATING - CONTINUED PARTNERSHIP WITH SCHNUCKS MARKETS TO OFFER DIETITIAN-GUIDED SUPERMARKET TOURS TO PROMOTE HEALTHY SHOPPING AND FOOD CHOICES, WITH PLANNED EXPANSION TO ADDITIONAL ZIP CODES IN FY2025MENTAL HEALTH: THE GOAL OF THE MENTAL HEALTH IMPLEMENTATION PLAN IS TO IMPROVE ACCESS TO AND KNOWLEDGE OF MENTAL HEALTH RESOURCES, WHICH WILL BE ACHIEVED THROUGH STRATEGIES TO 1) IMPROVE KNOWLEDGE THROUGH COMMUNITY EDUCATION ABOUT MENTAL HEALTH AWARENESS, REDUCED STIGMA, COPING STRATEGIES, AND RESOURCE CONNECTIONS, 2) IMPROVE PATIENT ACCESS TO MENTAL HEALTH SERVICES THROUGH COMMUNITY PARTNERSHIPS AND COORDINATION OF PATIENT CARE, AND 3) IMPROVE KNOWLEDGE AMONG HOSPITAL STAFF ABOUT MENTAL HEALTH RESOURCES AND HOW TO NAVIGATE AND ACCESS POINTS OF CARE. MENTAL HEALTH INITIATIVES IMPLEMENTED IN FY2024 TO ACHIEVE THESE OUTCOMES INCLUDE: - PILOTED A COMMUNITY BOOK CLUB, FOCUSED ON TOPICS TO PROMOTE POSITIVE MENTAL HEALTH AND FAMILY CONNECTIONS- DEVELOPED MENTAL HEALTH TOOLKIT OF RESOURCES AND EDUCATION FOR ST. LUKE'S STAFF TO USE WHEN REFERRING PATIENTS WITH MENTAL HEALTH NEEDS- CONTINUED EMPLOYMENT OF SOCIAL WORKER IN ST. LUKE'S EMERGENCY DEPARTMENT TO ASSIST WITH FOLLOW-UP AND POST-ACUTE PLACEMENT OF PATIENTS - CONTINUED USE OF EAP VIDEO TO PROMOTE EMPLOYEE AWARENESS OF NAVIGATING MENTAL HEALTH RESOURCES- CONTINUED USE OF "CODE LAVENDER CART" FOR USE BY ST. LUKE'S DEPARTMENTS WHOSE STAFF HAVE ENCOUNTERED CRISIS OR NEED MENTAL HEALTH RESOURCESADDITIONAL HEALTH NEEDS WERE IDENTIFIED THROUGH THE ST. LUKE'S CHNA PROCESS, HOWEVER LIMITED RESOURCES NECESSITATE SELECTION OF FOCUS AREAS FOR IMPLEMENTATION OF COMMUNITY HEALTH IMPROVEMENT INITIATIVES. THE FOLLOWING COMMUNITY NEEDS HAVE BEEN IDENTIFIED BUT WERE NOT PRIORITIZED AS TOP HEALTH NEEDS IN THE ST. LUKE'S 2022 CHNA.CANCER: ST. LUKE'S CENTER FOR CANCER CARE OFFERS COMPREHENSIVE INPATIENT AND OUTPATIENT SERVICES, EDUCATIONAL INFORMATION, AND EMOTIONAL SUPPORT FOR THE PREVENTION, DIAGNOSIS, AND TREATMENT OF CANCER. CANCER CARE IS A SERVICE LINE STRENGTH AT ST. LUKE'S, AND WE PLAN TO CONTINUE TO IMPROVE THE HEALTH OF OUR COMMUNITY THROUGH PREVENTION AND EARLY DETECTION.ARTHRITIS/JOINT DISEASE: ST. LUKE'S ORTHOPEDICS AND PHYSICAL THERAPY SERVICE LINES OFFER COMPREHENSIVE TREATMENT AND THERAPY OPTIONS FOR INDIVIDUALS WHO SUFFER FROM PAIN, INJURY, AND OTHER MEDICAL PROBLEMS WITH THE GOAL OF RETURNING PATIENTS TO OPTIMAL LEVELS OF PHYSICAL FUNCTION. SINCE JOINT PAIN AND ARTHRITIS ARE HEALTH CONDITIONS OFTEN AFFECTING OLDER ADULTS, THE PRIORITY FOCUS OF THE OLDER ADULT POPULATION MAY ALSO INCLUDE INITIATIVES TO ADDRESS PAIN IN THE VULNERABLE POPULATION. SMOKING (VAPING + TOBACCO): WHILE SMOKING AND VAPING IMPACT A SIGNIFICANT NUMBER OF INDIVIDUALS IN THE COMMUNITY, INDICATORS PRESENT SMOKING AS LESS OF A PRIORITY HEALTH NEED THAN OTHER IDENTIFIED NEEDS. THE RATE OF SMOKING IN THE ST. LUKE'S CHNA IS LESS THAN THE COMPARISON BENCHMARK OF ST. LOUIS COUNTY, AND THE COMMUNITY SURVEY RANKED SMOKING AS A LOWER CONCERN THAN OTHER IDENTIFIED NEEDS. PLANNED COMMUNITY OUTREACH EFFORTS WILL HELP EDUCATE AND NAVIGATE CURRENT AND FORMER SMOKERS TO LOW DOSE CT SCAN SCREENING FOR LUNG CANCER AND SMOKING CESSATION RESOURCES.DRUG ABUSE: DRUG ABUSE WAS NOT SELECTED AS A FOCUSED HEALTH NEED, HOWEVER THE 2019 CHNA OPIOID MISUSE ACTION TEAM WILL CONTINUE ONGOING INITIATIVES AND WILL ADDRESS AND IMPLEMENT NEW INITIATIVES WITH COMMUNITY PARTNERS. IN ADDITION, OTHER SUBSTANCE ABUSE NEEDS WILL LIKELY BE ADDRESSED THROUGH IMPLEMENTATION OF INITIATIVES FOR MENTAL HEALTH. ALZHEIMER'S DISEASE: ST. LUKE'S CURRENTLY PARTNERS WITH THE ALZHEIMER'S ASSOCIATION TO OFFER COMMUNITY EDUCATION, RESOURCES, AND DEMENTIA CARE COORDINATION. THIS ONGOING PARTNERSHIP WILL CONTINUE AND WILL BE COMPLEMENTED WITH SIMILAR AND LIKELY RELATED INITIATIVES FOR THE PRIORITY OLDER ADULT POPULATION IN OUR COMMUNITY.HYPERTENSION, HEART DISEASE, DIABETES: HYPERTENSION, HEART DISEASE, AND DIABETES ARE RELATED CONDITIONS OFTEN RESULTING FROM BEING OVERWEIGHT OR OBESE. SELECTING WEIGHT MANAGEMENT AS A PRIORITY HEALTH NEED RECOGNIZES THAT RELATED HEALTH CONDITIONS WILL LIKELY BE ADDRESSED AND IMPACTED THROUGH INITIATIVES FOR OBESITY. OVERLAND, 63114: ST. LUKE'S HAS BEEN INVESTED IN THE OVERLAND COMMUNITY FOR MORE THAN 60 YEARS THROUGH ITS PEDIATRIC CARE CENTER AND IS COMMITTED TO CONTINUING TO OFFER PEDIATRIC HEALTH CARE SERVICES, EDUCATION AND PREVENTION TO AREA CHILDREN AND THEIR FAMILIES.
ST. LUKE'S REHABILITATION HOSPITAL PART V, SECTION B, LINE 13H: ST. LUKE'S REHABILITATION HOSPITAL MEDICAID PENDING.
ST. LUKE'S REHABILITATION HOSPITAL PART V, SECTION B, LINE 16J: ST. LUKE'S REHABILITATION HOSPITALST. LUKE'S REHABILITATION HOSPITAL (THE REHAB HOSPITAL) RECEIVES PATIENTS ON A REFERRAL-ONLY BASIS, MANY OF WHOM ARE REFERRED BY ST. LUKE'S HOSPITAL. THE REHAB HOSPITAL HONORS THE FINANCIAL ASSISTANCE DETERMINATIONS MADE BY ST. LUKE'S HOSPITAL UNDER ITS FINANCIAL ASSISTANCE POLICY, WHICH IS PUBLICIZED WITHIN THE COMMUNITY SERVED BY BOTH FACILITIES. ON THE ST. LUKE'S HOSPITAL WEBSITE, ST. LUKE'S REHABILITATION HOSPITAL IS LISTED UNDER THE "SERVICES AND "LOCATIONS" TAB OF THE HOSPITAL AND UNDER THE "PAYMENTS & FINANCIAL ASSISTANCE" TAB - "COMMITTED TO ASSISTING OUR PATIENTS IN FINDING THE INFORMATION THEY NEED REGARDING BILLING AND CHARGES FROM HEALTHCARE SERVICES OBTAINED AT ONE OF OUR FACILITIES".
PART V, SECTION C ASIDE FROM THE ADDITIONAL DISCLOSURES FOR PART V, SECTION B, LINE 13H AND PART VI, SECTION B, LINES 16J AND 20E, THE SUPPLEMENTAL INFORMATION PROVIDED IN SCHEDULE H, PART V, SECTION C APPLIES TO BOTH ST. LUKE'S EPISCOPAL-PRESBYTERIAN HOSPITALS (ST. LUKE'S HOSPITAL) AND ST. LUKE'S REHABILITATION HOSPITAL (REHAB HOSPITAL). ADDITIONALLY, THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) COVERS ST. LUKE'S HOSPITAL AND THE REHAB HOSPITAL, AS IT IS INCLUDED IN ST. LUKE'S PROCESS AND STEERING COMMITTEE.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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?4
Name and address Type of Facility (describe)
1 1 - ST LUKE'S HOSP SK NURS FAC-SURREY PLACE
14701 OLIVE BLVD
CHESTERFIELD,MO63017
SKILLED NURSING / RESIDENTIAL CARE FACILITY
2 2 - ST LUKE'S HOSPITAL HOME HEALTH AGENCY
111 S WOODS MILL RD
CHESTERFIELD,MO63017
HOME HEALTH SERVICES
3 3 - ST LUKE'S HOSPITAL HOSPICE
111 S WOODS MILL RD
CHESTERFIELD,MO63017
HOSPICE CARE
4 4 - GATEWAY ENDOSCOPY CENTER
12855 N 40 DR SUITE 150
ST LOUIS,MO63141
GASTROINTESTINAL ENDOSCOPY
5
6
7
8
9
10
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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
PART I, LINE 6A: N/A - ISSUED THROUGH MISSOURI HOSPITAL ASSOCIATIONPART I, LINE 7GN/A
PART I, LN 7 COL(F): TOTAL COMMUNITY BENEFIT EXPENSE COLUMN (C) AS A PERCENT OF TOTAL EXPENSELINE 7A: CHARITY CARE, 0.94%LINE 7B: UNREIMBURSED MEDICAID, 2.24 %LINE 7D: TOTAL CHARITY CARE AND GOVT. PROGRAMS, 3.18 %LINE 7E: COMMUNITY HEALTH IMPROVEMENT SERVICES, 0.19 %LINE 7F: HEALTH PROFESSIONS EDUCATION, 1.23 %LINE 7G: SUBSIDIZED HEALTH SERVICES, 0.25 %LINE 7I: CASH AND IN-KIND CONTRIBUTIONS, 0.01 %LINE 7J: TOTAL OTHER BENEFITS, 1.68 %LINE 7K: TOTAL FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS, 4.86 %BAD DEBT EXPENSE SUBTRACTED FROM LINE 7, COLUMN (F): N/A-BAD DEBT IS AN IMPLICIT PRICE CONCESSION AND A REDUCTION OF PATIENT REVENUE.
PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING ACTIVITIESST. LUKE'S EMPLOYEES ENGAGE IN A VARIETY OF COMMUNITY-BUILDING PARTNERSHIPS AND ACTIVITIES TO SUPPORT AND IMPROVE THE HEALTH AND SAFETY OF INDIVIDUALS LIVING IN OUR SURROUNDING COMMUNITY. ACTIVITIES REPORTED IN PART II: COMMUNITY BUILDING ACTIVITIES INCLUDE: COMMUNITY SUPPORT: ST. LUKE'S LEADERSHIP AND STAFF ARE INVOLVED ON LOCAL NONPROFIT BOARDS AND COMMITTEES INTENDED TO ADVANCE COMMUNITY HEALTH, INCLUDING EPISCOPAL PRESBYTERIAN HEALTH TRUST, WHICH ALLOCATES FUNDS TO BENEFIT THE HEALTH OF VULNERABLE POPULATIONS IN THE CITY OF ST. LOUIS.WORKFORCE DEVELOPMENT: ST. LUKE'S HOSPITAL LEADERS PROVIDE CAREER PLANNING ADVICE, OPPORTUNITY, AND GUIDANCE TO ASSIST AND GUIDE STUDENTS ABOUT CAREERS IN THE HEALTHCARE INDUSTRY THROUGH JOB SHADOWING OPPORTUNITIES FOR HIGH SCHOOL AND COLLEGE STUDENTS, THE ST. LOUIS INTERNSHIP PROGRAM (SLIP), PARKWAY SPARK! EXPERIENTIAL LEARNING, AND ST. LUKE'S HEALTHCARE EXPLORERS POST.ADDITIONALLY, ST. LUKE'S COORDINATES VOCATIONAL SKILLS PROGRAMS TO SUPPORT DISABLED STUDENTS FROM THE COMMUNITY AND PROVIDE THEM WITH ON-THE-JOB TRAINING AND EXPERIENCE TO SUPPORT THEM ON THEIR PATH TO EMPLOYMENT.LEADERSHIP DEVELOPMENT AND TRAINING: ST. LUKE'S HOSPITAL SUPPORTS VISION ST. CHARLES LEADERSHIP DEVELOPMENT AND TRAINING THROUGH FINANCIAL SUPPORT AND STAFF INVOLVEMENT ON THE HEALTH SUBCOMMITTEE. COALITION BUILDING: ST. LUKE'S LEADERSHIP AND STAFF PARTICIPATE IN VARIOUS COLLABORATIVE EFFORTS WITH OTHER HOSPITALS AND COMMUNITY-BASED ORGANIZATIONS TO ADVANCE THE HEALTH AND SAFETY OF OUR COMMUNITY, INCLUDING CITY OF CHESTERFIELD COMMUNITY CENTER, ALLIANCE FOR HEALTHY COMMUNITIES, AND ST. LOUIS AREA MEDICATION SAFETY.DISASTER READINESS: ST. LUKE'S STAFF PARTICIPATE IN REGIONAL DISASTER PREPAREDNESS COLLABORATIVES AND ENGAGES BEYOND WHAT IS REQUIRED OF ALL ORGANIZATIONS, INCLUDING INVOLVEMENT WITH THE FEDERAL DISASTER MEDICAL ASSISTANCE TEAM, INTERSTATE DISASTER MEDICAL COLLABORATION, ST. LOUIS AREA REGIONAL RESPONSE SYSTEM, AND ST. LOUIS MEDICAL OPERATIONS CENTER.
PART III, LINE 2: COST TO CHARGE RATIO
PART III, LINE 3: BAD DEBTST. LUKE'S CONSIDERS THIS PORTION OF BAD DEBT EXPENSE A COMMUNITY BENEFIT AS IT IS THE ADDITIONAL COST OF PROVIDING FINANCIAL ASSISTANCE TO THE COMMUNITY.
PART III, LINE 4: NOTE 3 - PATIENT SERVICE REVENUE AND OTHER OPERATING REVENUE (ST. LUKE'S HEALTH CORPORATION NOTES TO CONSOLIDATED FINANCIAL STATEMENTS) - "ST. LUKE'S DETERMINES THE TRANSACTION PRICE, WHICH INVOLVES SIGNIFICANT ESTIMATES AND JUDGMENT, BASED ON STANDARD CHARGES FOR GOODS AND SERVICES PROVIDED, REDUCED BY EXPLICIT AND IMPLICIT PRICE CONCESSIONS, INCLUDING CONTRACTUAL ADJUSTMENTS PROVIDED TO THIRD PARTY PAYORS, DISCOUNTS PROVIDED TO UNINSURED AND UNDERINSURED PATIENTS IN ACCORDANCE WITH ST. LUKE'S POLICY, AND IMPLICIT PRICE CONCESSIONS BASED ON THE HISTORICAL COLLECTION EXPERIENCE OF PATIENT ACCOUNTS. ST. LUKE'S DETERMINES THE TRANSACTION PRICE ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY PAYOR COVERAGE WITH MEDICARE, MEDICAID, MANAGED CARE PROGRAMS, AND OTHER THIRD-PARTY PAYORS BASED ON REIMBURSEMENT TERMS PER CONTRACTUAL AGREEMENTS, DISCOUNT POLICIES, AND HISTORICAL EXPERIENCE. PAYMENT ARRANGEMENTS WITH THOSE PAYORS INCLUDE PROSPECTIVELY DETERMINED RATES PER ADMISSION OR VISIT, REIMBURSED COSTS, DISCOUNTED CHARGES, PER DIEM RATES AND VALUE-BASED PAYMENTS. REPORTED COSTS AND/OR SERVICES PROVIDED UNDER CERTAIN OF THESE ARRANGEMENTS ARE SUBJECT TO RETROACTIVE AUDIT AND ADJUSTMENT. PATIENT SERVICE REVENUE (NET OF CONTRACTUAL ADJUSTMENTS AND DISCOUNTS) ARE RECORDED DURING THE PERIOD THE HEALTH CARE SERVICES ARE PROVIDED AND ARE REPORTED AT ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYORS, AND OTHERS FOR SERVICES RENDERED, INCLUDING ESTIMATED RETROACTIVE ADJUSTMENTS DUE TO FUTURE AUDITS, REVIEWS, AND INVESTIGATIONS. ESTIMATES OF CONTRACTUAL ALLOWANCES UNDER MANAGED CARE HEALTH PLANS ARE BASED UPON THE SERVICES PROVIDED HISTORICAL PAYMENT RATES, AND THE PAYMENT TERMS SPECIFIED IN THE RELATED CONTRACTUAL AGREEMENTS. REVENUES RELATED TO UNINSURED PATIENTS HAVE DISCOUNTS APPLIED IN ACCORDANCE WITH ST. LUKE'S POLICY."
PART III, LINE 8: PROVISION OF CARE TO MEDICARE BENEFICIARIES MEETS A NEED IN THE COMMUNITY AND ANY SHORTFALL IS CONSIDERED TO BE A COMMUNITY BENEFIT.COSTING METHODOLOGY USED TO DETERMINE MEDICARE ALLOWABLE COSTS - COST TO CHARGE RATIOS/MEDICARE COST REPORT.
PART III, LINE 9B: COLLECTION POLICY REGARDING PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE - ST. LUKE'S HOSPITAL HAS DEVELOPED POLICIES AND PROCEDURES FOR INTERNAL AND EXTERNAL COLLECTION PRACTICES THAT TAKE INTO ACCOUNT THE EXTENT TO WHICH THE PATIENT QUALIFIES FOR CHARITY, A PATIENT'S GOOD FAITH EFFORT TO APPLY FOR A GOVERNMENTAL PROGRAM OR FOR CHARITY FROM ST. LUKE'S HOSPITAL, AND A PATIENT'S GOOD FAITH EFFORT TO COMPLY WITH HIS OR HER PAYMENT AGREEMENTS WITH ST. LUKE'S HOSPITAL. FOR PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE AND WHO ARE COOPERATING IN GOOD FAITH TO RESOLVE THEIR HOSPITAL BILLS, ST. LUKE'S HOSPITAL MAY OFFER EXTENDED PAYMENT PLANS, WILL NOT IMPOSE WAGE GARNISHMENTS OR FORCE A FORECLOSURE ON PRIMARY RESIDENCES, WILL NOT IMPOSE ACTIONS THAT FORCE BANKRUPTCY AND WILL NOT SEND UNPAID BILLS TO OUTSIDE COLLECTION AGENCIES. UNPAID BALANCES WILL NOT BE REPORTED TO THE CREDIT BUREAU UNTIL AT LEAST 6 MONTHS FROM PLACEMENT DATE AND ONLY IF PATIENTS ARE NOT COOPERATING WITH PAYING THEIR BALANCE.ST. LUKE'S HOSPITAL ADHERES TO THE LAWS OF THE FAIR DEBT COLLECTION PRACTICES ACT AND THE ASSOCIATION OF CREDIT AND COLLECTION PROFESSIONAL'S CODE OF ETHICS AND PROFESSIONAL RESPONSIBILITY AND PATIENTS ARE TREATED WITH DIGNITY, RESPECT AND IN LINE WITH OUR MISSION AND VALUES.
PART VI, LINE 2: NEEDS ASSESSMENTIN ADDITION TO CONDUCTING A FORMAL CHNA EVERY THREE YEARS, ST. LUKE'S CONTINUOUSLY MONITORS THE HEALTH AND SOCIAL NEEDS OF THE COMMUNITY THROUGH VARIOUS APPROACHES, MOST DIRECTLY THROUGH THE ST. LUKE'S COMMUNITY BENEFIT PROGRAM AND DEDICATED COMMUNITY BENEFIT STAFF. THE ST. LUKE'S COMMUNITY BENEFIT COORDINATOR PARTICIPATES IN COMMUNITY COLLABORATIONS AND COALITIONS INCLUDING ONGOING REGIONAL HOSPITAL COMMUNITY HEALTH COLLABORATION WITH OTHER LOCAL HOSPITAL SYSTEMS TO INTENTIONALLY ADDRESS OUTSTANDING REGIONAL NEEDS EFFICIENTLY AND EFFECTIVELY. ADDITIONAL COMMUNITY ASSESSMENT IS ACHIEVED THROUGH INVOLVEMENT IN THE LOCAL HEALTH DEPARTMENT HEALTH ASSESSMENT PROCESS; PARTICIPATION ON THE COMMISSION ON CANCER STEERING COMMITTEE AND ANNUAL DEVELOPMENT OF FOCUSED EFFORTS TO ADDRESS OUTSTANDING SCREENING AND PREVENTION NEEDS; ADVISING ON MISSOURI HOSPITAL ASSOCIATION COMMUNITY HEALTH INITIATIVES INTENDED TO BETTER ASSIST STATE HOSPITALS TO ADDRESS HEALTH EQUITY; COLLABORATION WITH PARTNERS THROUGH THE ALLIANCE FOR HEALTHY COMMUNITIES COALITION TO ADDRESS SUBSTANCE ABUSE AND MISUSE; AND ONGOING MARKET ASSESSMENT AND RESEARCH THROUGH LOCAL CURRENT EVENTS, COMPETITOR ACTIVITY, AND LITERATURE REVIEW. ADDITIONALLY, HOSPITAL LEADERSHIP AND MEMBERS OF THE MANAGEMENT TEAM SERVE ON COMMUNITY BOARDS AND PARTNER WITH COMMUNITY ORGANIZATIONS. COMMUNITY OUTREACH STAFF SERVE MEMBERS OF THE COMMUNITY THROUGH A VARIETY OF SCREENINGS, EDUCATION, AND HEALTH COACHING EVENTS, WHICH PROVIDE ADDITIONAL ASSESSMENT OF THE OUTSTANDING HEALTH NEEDS THAT ARE IMPORTANT TO OUR COMMUNITY. CARE MANAGEMENT STAFF INTERACTIONS WITH PATIENTS PROVIDE ONGOING MONITORING AND SERVE AS IMPORTANT INPUT FOR ADDRESSING PATIENT NEEDS.
PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEPATIENTS ARE INFORMED ABOUT ST. LUKE'S FINANCIAL ASSISTANCE AND THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE OR LOCAL PROGRAMS IN A NUMBER OF WAYS:-FINANCIAL COUNSELORS AND SOCIAL WORKERS ARE AVAILABLE TO PATIENTS DURING THEIR STAY.-PATIENT FINANCIAL SERVICES ATTEMPTS TO CONTACT SCHEDULED PATIENTS PRIOR TO SERVICES TO PROVIDE PATIENTS WITH THEIR EXPECTED AMOUNTS DUE AND DISCUSS PAYMENT / DISCOUNT OPTIONS.-DISCUSSIONS ABOUT FINANCIAL ASSISTANCE OCCUR WHEN SPEAKING TO PATIENTS ON THE PHONE ABOUT THEIR ACCOUNT BALANCES.-INFORMATION REGARDING THE FINANCIAL ASSISTANCE POLICY IS LOCATED ON OUR WEBSITE, OUR BILLING STATEMENTS, AS WELL AS OUR REGISTRATION BOOKLETS/BROCHURES AND SIGNAGE IN ALL REGISTRATION AREAS.-APPLICATIONS ARE AVAILABLE FREE OF CHARGE BY MAIL OR PHONE AND CAN BE OBTAINED ON OUR WEBSITE.-FINANCIAL COUNSELORS SCREEN PATIENTS FOR MEDICAID ELIGIBILITY TO ASSIST WITH ENROLLMENT IN THE STATE MEDICAID PROGRAM.-CERTIFIED APPLICATION COUNSELORS ARE AVAILABLE TO PATIENTS AND MEMBERS OF THE COMMUNITY TO ASSIST THEM WITH ENROLLING IN AN INSURANCE PLAN ON THE MARKETPLACE.-PATIENTS ARE OFFERED A COPY OF THE PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY.
PART VI, LINE 4: COMMUNITY INFORMATIONTHE DEFINITION OF ST. LUKE'S CHNA COMMUNITY WAS DEVELOPED FROM ZIP CODE EVALUATION OF CONCENTRATED HOSPITAL INPATIENT VOLUME AND MARKET SHARE TO UNDERSTAND IN WHICH ZIP CODES THE MAJORITY OF PATIENTS RELY ON ST. LUKE'S FOR SERVICES. TO ENSURE INCLUSION OF MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS WHO LIVE IN OR NEAR THE GEOGRAPHIC AREA FROM WHICH ST. LUKE'S DRAWS PATIENTS, THE COMMUNITY EVALUATION INCLUDED ZIP-CODE LEVEL VULNERABILITIES IN ADDITION TO VOLUME AND MARKET-SHARE. TO ACCOMPLISH THIS, THE DIGNITY HEALTH COMMUNITY NEED INDEX (CNI) HIGHLIGHTED AREAS IN OUR COMMUNITY WITH GREATER NEEDS AND DISPARITIES THAT MAY LEAD TO POOR HEALTH OUTCOMES. THE AREAS OF HIGH NEED ON THE PERIPHERY OF THE GEOGRAPHIC AREA OF CONCENTRATED VOLUME AND MARKET SHARE WERE INCLUDED IN THE DEFINITION OF ST. LUKE'S COMMUNITY. THE RESULTING ST. LUKE'S CHNA COMMUNITY DEFINITION OF 13 ZIP CODES WAS APPROVED BY THE ST. LUKE'S HOSPITAL CHNA STEERING COMMITTEE. REFINING THE ST. LUKE'S CHNA GEOGRAPHIC AREA BASED ON ZIP CODE-LEVEL VOLUME, MARKET SHARE, AND COMMUNITY NEED ALLOWS FOR A MORE FOCUSED ASSESSMENT OF OUTSTANDING NEEDS AND FOR MORE OPPORTUNITY TO MAKE AN IMPACT IN AREAS MOST SIGNIFICANT TO OUR ORGANIZATION.AS A COMBINED GEOGRAPHY, THE ST. LUKE'S COMMUNITY REPRESENTS AN OLDER, WELL-EDUCATED POPULATION WITH HIGH INCOME. THE AGE 65+ AGE GROUP IS GROWING AT 1.24% ANNUALLY COMPARED TO 0.08% POPULATION GROWTH FOR THE ENTIRE POPULATION. THE CHESTERFIELD, MO (63017) ZIP CODE, WHERE ST. LUKE'S HOSPITAL IS LOCATED, HAS THE HIGHEST PROPORTION OF AGE GROUP 65+ AMONG ALL OTHER ZIP CODES IN THE ST. LUKE'S COMMUNITY. THE ST. LUKE'S COMMUNITY IS LESS RACIALLY DIVERSE THAN THE BENCHMARK SURROUNDING GEOGRAPHY OF ST. LOUIS COUNTY, WITH 13% MORE WHITES AND 19% FEWER BLACK PEOPLE, WITH ZIP CODE 63114 (OVERLAND, MO) BEING AN EXCEPTION.DESPITE THE OVERALL DEMOGRAPHIC COMPOSITION OF THE ST. LUKE'S COMMUNITY, POCKETS OF VULNERABLE POPULATIONS WITH GREATER HEALTH AND SOCIAL NEEDS EXIST IN ZIP CODES 63114, 63088, 63043, AND 63146.
PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTHAS A COMMUNITY HOSPITAL, ST. LUKE'S HOSPITAL'S BOARD IS REPRESENTATIVE OF A MAJORITY OF VOLUNTEER COMMUNITY MEMBERS WHO ARE NEITHER EMPLOYEES, FAMILY MEMBERS, NOR CONTRACTORS OF ST. LUKE'S, BUT ARE COMMUNITY LEADERS WHOSE PRIMARY INTEREST IN BOARD INVOLVEMENT IS TO ENSURE THE HEALTH OF OUR REGION. ST. LUKE'S EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY BASED ON ORGANIZATIONAL AND COMMUNITY NEED. ALL SURPLUS FUNDS OF THE ORGANIZATION ARE REINVESTED IN THE FACILITIES TO IMPROVE PATIENT CARE THROUGH A SYSTEMATIC CAPITAL APPROVAL AND ALLOCATION PROCESS TO ENSURE COMMUNITY AND ORGANIZATION NEEDS ARE PRIORITIZED AND ADDRESSED.TO FURTHER PROMOTE THE HEALTH OF OUR COMMUNITY, ST. LUKE'S ENGAGES IN THE FOLLOWING ONGOING INITIATIVES TO INCREASE ACCESS TO HEALTH CARE SERVICES, IMPROVE THE HEALTH OF OUR COMMUNITY, AND TO EDUCATE COMMUNITY MEMBERS ON MEDICAL AND HEALTH TOPICS: - COMMUNITY EDUCATION FOCUSED ON PREVENTION AND HEALTH BEHAVIOR MODIFICATION THROUGH IN-PERSON AND VIRTUAL CLASSES, PRINT INFORMATION AND NEWSLETTERS, RADIO AND TV APPEARANCES, ONLINE APPLICATIONS AND RESOURCES, AND INDIVIDUAL HEALTH COACHING.- COMMUNITY-BASED CLINICAL SERVICES THAT DO NOT GENERATE A PATIENT BILL INCLUDING BLOOD DRIVES, VACCINATION CLINICS, BIOMETRIC SCREENINGS, COLORECTAL CANCER SCREENINGS, AND MAMMOGRAMS.- HEALTH CARE SUPPORT SERVICES TO EXTEND ACCESS AND CONNECT ANY COMMUNITY MEMBER WITH SERVICES INCLUDING FINANCIAL RESOURCES IN THE COMMUNITY, MEDICATION ASSISTANCE, TRANSPORTATION ASSISTANCE, GENETIC COUNSELING AND TESTING, AND FACILITATING CONNECTIONS WITH COMMUNITY-BASED ORGANIZATIONS AND RESOURCES.- HEALTH PROFESSIONS EDUCATION TO ADVANCE KNOWLEDGE OF MEDICAL PROFESSIONALS AND STUDENTS INCLUDING GRADUATE MEDICAL EDUCATION, CONTINUING MEDICAL EDUCATION, PASTORAL CARE, PHARMACY, RADIOLOGY, ULTRASOUND, NUCLEAR MEDICINE, THERAPY SERVICES, AND NURSING.- SUBSIDIZED HEALTH SERVICES PROVIDED DESPITE A FINANCIAL LOSS, INCLUDING ST. LUKE'S PEDIATRIC CARE CENTER, THE ALBERT PUJOLS WELLNESS CENTER FOR ADULTS WITH DOWN SYNDROME, AND THE HEALING GRACE CLINIC.- CASH DONATIONS TO NONPROFIT ORGANIZATIONS WITH COMMUNITY BENEFIT INTENT AND IN-KIND DONATIONS INCLUDING ONSITE USE OF MEETING SPACE FREE OF CHARGE TO LOCAL NONPROFITS. IN ADDITION, ST. LUKE'S EXTENDS ITS PASSPORT TO WELLNESS WORKSITE WELLNESS PROGRAM THROUGHOUT THE COMMUNITY TO PROACTIVELY ADDRESS HEALTH NEEDS AND PROMOTE HEALTHY LIVING THROUGH EDUCATION AND HEALTH SCREENINGS AMONG EMPLOYEES OF AREA ORGANIZATIONS.
PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEMN/A
PART VI, LINE 7: STATE FILING OF COMMUNITY BENEFIT REPORTN/A - VOLUNTARY PARTICIPATION IN AN ANNUAL COMMUNITY INVESTMENT SURVEY THROUGH THE MISSOURI HOSPITAL ASSOCIATION (MHA)
Schedule H (Form 990) 2023
Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
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
Yes
 
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
 
No
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) 2023

Schedule J (Form 990) 2023
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, 1099-MISC compensation, and/or 1099-NEC (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
1JASON EDWARDS MD
RADIATION ONCOLOGIST
(i)

(ii)
1,575,291
-------------
0
0
-------------
0
0
-------------
0
14,025
-------------
0
0
-------------
0
1,589,316
-------------
0
0
-------------
0
2MAGED HAIKAL MD
CHIEF OF MEDICINE
(i)

(ii)
0
-------------
995,516
0
-------------
0
0
-------------
0
0
-------------
30,525
0
-------------
8,129
0
-------------
1,034,170
0
-------------
0
3ANDREW BAGNALL
PRESIDENT & CEO
(i)

(ii)
766,812
-------------
0
200,000
-------------
0
0
-------------
0
10,725
-------------
0
25,139
-------------
0
1,002,676
-------------
0
0
-------------
0
4SHANE M CERONE
FORMER PRESIDENT & CEO
(i)

(ii)
0
-------------
0
0
-------------
0
764,423
-------------
0
0
-------------
0
0
-------------
0
764,423
-------------
0
0
-------------
0
5JOSEPH CRAFT MD
CARDIOLOGY SPECIALIST
(i)

(ii)
0
-------------
673,730
0
-------------
0
0
-------------
0
0
-------------
14,025
0
-------------
22,871
0
-------------
710,626
0
-------------
0
6BRIAN PETERSON MD
CARDOTHORACIC SURGEON
(i)

(ii)
0
-------------
615,112
0
-------------
20,000
0
-------------
0
0
-------------
12,375
0
-------------
24,409
0
-------------
671,896
0
-------------
0
7SAMUEL FLANDERS MD
EXEC VP QUALITY
(i)

(ii)
614,450
-------------
0
0
-------------
0
0
-------------
0
10,725
-------------
0
24,671
-------------
0
649,846
-------------
0
0
-------------
0
8DARREN HASKELL MD
CHIEF MEDICAN OFFICER
(i)

(ii)
0
-------------
507,989
0
-------------
91,397
0
-------------
0
0
-------------
23,925
0
-------------
24,671
0
-------------
647,982
0
-------------
0
9RONALD LEIDENFROST MD
CHAIRMAN HEART & VASCULAR INST.
(i)

(ii)
0
-------------
601,042
0
-------------
0
0
-------------
0
0
-------------
30,525
0
-------------
8,129
0
-------------
639,696
0
-------------
0
10ERIC JENKINS MD
PHYSICIAN CVICU
(i)

(ii)
573,501
-------------
0
0
-------------
0
0
-------------
0
20,625
-------------
0
22,871
-------------
0
616,997
-------------
0
0
-------------
0
11JEFFREY THOMPSON MD
OB / GYN
(i)

(ii)
0
-------------
571,453
0
-------------
0
0
-------------
0
0
-------------
14,025
0
-------------
22,871
0
-------------
608,349
0
-------------
0
12JAMIE HAAS MD
SLEEP MEDICINE PHYSICIAN
(i)

(ii)
549,254
-------------
0
0
-------------
0
0
-------------
0
14,025
-------------
0
25,316
-------------
0
588,595
-------------
0
0
-------------
0
13MARTHA FLEISCHMANN
SENIOR VP & CFO - THRU 6/30/24
(i)

(ii)
463,346
-------------
0
59,251
-------------
0
17,308
-------------
0
30,525
-------------
0
8,436
-------------
0
578,866
-------------
0
0
-------------
0
14MICHAEL KLEVENS MD
NETWORK VP IMMEDIATE CARE SERV
(i)

(ii)
428,136
-------------
0
38,047
-------------
0
39,769
-------------
0
20,625
-------------
0
22,811
-------------
0
549,388
-------------
0
0
-------------
0
15LESLIE TERRELL MD
CVICU
(i)

(ii)
508,226
-------------
0
0
-------------
0
0
-------------
0
10,725
-------------
0
22,811
-------------
0
541,762
-------------
0
0
-------------
0
16DIANE RAY
SENIOR VP / NETWORK CNO / SLH - COO
(i)

(ii)
421,244
-------------
0
51,449
-------------
0
0
-------------
0
37,125
-------------
0
14,641
-------------
0
524,459
-------------
0
0
-------------
0
17VEDICA SHARMA MD
CVICU
(i)

(ii)
508,670
-------------
0
0
-------------
0
0
-------------
0
10,725
-------------
0
0
-------------
0
519,395
-------------
0
0
-------------
0
18NATHAN BIGLER
CHIEF PEOPLE OFFICER
(i)

(ii)
396,537
-------------
0
22,943
-------------
0
0
-------------
0
4,125
-------------
0
22,970
-------------
0
446,575
-------------
0
0
-------------
0
19DON MILLER
NETWORK VP FACILITIES
(i)

(ii)
321,227
-------------
0
42,315
-------------
0
18,542
-------------
0
20,625
-------------
0
16,241
-------------
0
418,950
-------------
0
0
-------------
0
20SCOTT HOLTSWORTH
VP / NETWORK CIO
(i)

(ii)
310,805
-------------
0
41,362
-------------
0
18,124
-------------
0
30,525
-------------
0
13,292
-------------
0
414,108
-------------
0
0
-------------
0
21SHARON MERTZLUFFT
VICE PRESIDENT& EXEC DIRECTOR
(i)

(ii)
292,217
-------------
0
38,651
-------------
0
14,113
-------------
0
14,025
-------------
0
16,354
-------------
0
375,360
-------------
0
0
-------------
0
22SCOTT B JOHNSON
CHIEF STRATEGY OFFICER
(i)

(ii)
303,929
-------------
0
39,013
-------------
0
0
-------------
0
0
-------------
0
18,503
-------------
0
361,445
-------------
0
0
-------------
0
23LAURA OVERTURF
NETWORK VP REV CYCLE - THRU 1/26/24
(i)

(ii)
275,096
-------------
0
33,478
-------------
0
0
-------------
0
34,841
-------------
0
8,298
-------------
0
351,713
-------------
0
0
-------------
0
24JON BETTALE
VICE PRESIDENT SURGICAL SVCS
(i)

(ii)
269,866
-------------
0
32,821
-------------
0
9,921
-------------
0
22,549
-------------
0
8,129
-------------
0
343,286
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TWO INDIVIDUALS RECEIVED A GROSS-UP PAYMENT IN 2023. THESE PAYMENTS WERE INCLUDED IN THEIR TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR FEES THE ORGANIZATION PAYS SPECIFIC SOCIAL CLUB DUES OR FEES INCURRED FOR BUSINESS PURPOSES; SUPPORTING DOCUMENTATION IS REQUIRED PRIOR TO PAYMENT. EXPENSES INCURRED FOR PERSONAL USE OF THE SOCIAL CLUB ARE PAID BY THE EXECUTIVE. ONE LISTED INDIVIDUAL RECEIVED THIS BENEFIT DURING THE YEAR.
PART I, LINES 4A-B THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING CALENDAR 2023: SHANE CERONE, $764,423. CERTAIN EMPLOYEES PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT. NO INDIVIDUALS LISTED IN PART VII RECEIVED A DISTRIBUTION IN CALENDAR YEAR 2023.
PART I, LINE 5 THE FILING ORGANIZATION IS A MEMBER OF A REGIONAL HEALTHCARE SYSTEM CONTROLLED BY ST. LUKE'S HEALTH CORPORATION. THE EXECUTIVE INCENTIVE COMPENSATION PLAN RECOGNIZES AND REINFORCES THE HOSPITAL'S STRATEGIC BALANCED SCORECARD OBJECTIVE. THE INCENTIVE COMPENSATION PLAN IS DETERMINED BY A FIXED FORMULA BASED ON ACHIEVING CERTAIN GOALS AND OBJECTIVES EACH YEAR. THE OBJECTIVES ARE BUILT AROUND FOUR PERSPECTIVES, INCLUDING: 1. QUALITY & PATIENT SATISFACTION 2. FINANCIAL PERFORMANCE 3. EXECUTIVE INDIVIDUAL GOALS 4. EXECUTIVE'S INTERNAL BUSINESS (DIVISION) GOALS THE INCENTIVE PAY IS BASED ON MEASURABLE RESULTS AGAINST PRE-DETERMINED GOALS FOR THE OFFICERS, VICE PRESIDENTS AND DEPARTMENT DIRECTORS OF THE HOSPITAL.
Schedule J (Form 990) 2023

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number
43-0652680
Part
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 & EDUCATIONAL FACILITIES - STATE OF MO
 
43-1178966 60637AKH4 11-12-2015 34,089,886 SEE PART VI   X   X   X
B HEALTH & EDUCATIONAL FACILITIES - STATE OF MO
 
43-1178966 NONEAVAIL 12-20-2016 14,100,200 SEE PART VI   X   X   X
C HEALTH & EDUCATIONAL FACILITIES - STATE OF MO
 
43-1178966 60637AQL9 06-20-2019 60,066,599 SEE PART VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired ..................   10,118,361    
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 34,460,816 14,354,602 60,361,294  
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............   100,200 768,432  
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 10,024,338 14,254,402 34,592,280  
11 Other spent proceeds ............. 24,436,478   25,000,000  
12 Other unspent proceeds .............     582  
13 Year of substantial completion ............. 2016 2021 2023
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 2020, a current refunding issue)? ........
X     X   X    
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X    
16 Has the final allocation of proceeds been made? .......... X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
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    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X X      
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. 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    
c Are there any research agreements that may result in private business use of bond-financed property? ............. 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?   X       X    
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 ....        
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 .........        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   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    
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      
Part
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    
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X   X   X      
b Exception to rebate? ........   X   X   X    
c No rebate due? .........   X   X   X    
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X    
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   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    
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X      
Part
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      
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
PART I, SECTION A, COLUMN F 2015 (SERIES 2015B) BONDS ISSUED NOVEMBER 12, 2015 AT A FIXED RATE WITH PROCEEDS OF $34 MILLION USED IN PART TO REFUND A PORTION OF THE SERIES 2006 BONDS (ISSSUED JANUARY 9, 2007) AND TO PARTIALLY FINANCE CAPITAL IMPROVEMENTS.
PART I, SECTION B, COLUMN F 2016 BONDS ISSUED DECEMBER 20, 2016 AT A FIXED RATE WITH PROCEEDS OF $14 MILLION USED TO FINANCE CAPITAL IMPROVEMENTS.
PART I, SECTION C, COLUMN F 2019 BONDS ISSUED JUNE 20, 2019 AT A FIXED RATE WITH PROCEEDS OF $60 MILLION USED TO USED IN PART TO REFUND A PRIOR TAXABLE LOAN AND TO PARTIALLY FINANCE CAPITAL IMPROVEMENTS.
PART II, LINE 3, COLUMN A THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS AND ISSUE PRICE IS INTEREST EARNED ON THE PROJECT FUND AND FUNDS TRANSFERRED FROM DEBT SERVICE FUND FOR THE REFUNDED BONDS.
PART II, LINE 3, COLUMN B THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS AND ISSUE PRICE IS INTEREST EARNED ON THE PROJECT FUND.
PART II, LINE 3, COLUMN C THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS AND ISSUE PRICE IS INTEREST EARNED ON THE PROJECT FUND.
PART II, LINE 11, COLUMN A PROCEEDS ISSUED TO CURRENTLY REFUND PRIOR ISSUE.
PART III, LINE 2 ST. LUKE'S EPISCOPAL-PRESBYTERIAN HOSPITALS MAY HAVE LEASE ARRANGEMENTS IN BOND-FINANCED SPACE. THE HOSPITAL MONITORS ALL SUCH LEASES AND WORKS ROUTINELY WITH BOND COUNSEL TO REVIEW AND DETERMINE WHETHER AN EXCEPTION TO OR EXCLUSION FROM PRIVATE BUSINESS USE APPLIES, THAT THERE IS SUFFICIENT EQUITY TO OFFSET ANY PRIVATE BUSINESS USE OR, IF NECESSARY, TO CALCULATE THE AMOUNT OF PRIVATE BUSINESS USE AND ENSURE POST-ISSUANCE COMPLIANCE REQUIREMENTS ARE MET.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  

SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 7 163,449 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2023)
Schedule M (Form 990) (2023)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 32B: THE ORGANIZATION USES AN OUTSIDE TRUST COMPANY TO SELL EQUITY SECURITIES CONTRIBUTED TO THE ORGANIZATION.
PART 1 COLUMN (B) THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED.
Schedule M (Form 990) (2023)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
Return Reference Explanation
PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION OUR MISSION WE ARE DEDICATED TO PROVIDING EXCEPTIONAL CARE TO EVERY PATIENT, EVERY TIME. OUR VISION ST. LUKE'S WILL BE AN INTEGRATED, NATIONALLY RECOGNIZED, AWARD-WINNING HEALTH SYSTEM. LIVING OUR MISSION MISSION OUTREACH IS A FOUNDING PRINCIPLE OF ST. LUKE'S, WHICH CARED FOR ITS FIRST PATIENT ON FEBRUARY 28, 1866. WE CELEBRATE FOUNDERS' DAY TO REMEMBER OUR HERITAGE AND TO HONOR OUR FOUNDERS, WHOSE VISION WE CONTINUE TO LIVE OUT EACH DAY. WE ALSO REAFFIRM OUR MISSION, WHICH IS THE FOUNDATION SUPPORTING OUR SERVICE IN AND TO THE COMMUNITY. ST. LUKE'S LIVES ITS MINISTRY OF HEALING BY DEDICATING ITSELF TO PROVIDING EXCEPTIONAL CARE TO EVERY PATIENT THROUGH THE WIDE ARRAY OF SERVICES IT MAKES AVAILABLE TO THE ST. LOUIS METROPOLITAN AREA. OUR MISSION COMMITMENT INCLUDES THE VITAL AREAS OF COMMUNITY OUTREACH, COMMUNITY HEALTH, COMMUNITY HEALTH INFORMATION/EDUCATION AND COMMUNITY SERVICES. ST. LUKE'S VISION AS AN INDEPENDENT HEALTHCARE SYSTEM IS TO BE AN INTEGRATED, NATIONALLY RECOGNIZED, AWARD-WINNING HEALTH SYSTEM THROUGH OUR COMMITMENT TO HIGH QUALITY, SAFE AND PERSONALIZED SERVICES. WE STRESS EDUCATION REGARDING LIFESTYLES, NUTRITION, IMMUNIZATION AND OTHER METHODS OF MAINTAINING THE HEALTH OF THE BODY AND THE SPIRIT. WE FIND NEW AND INNOVATIVE MEANS OF BRINGING THIS MESSAGE TO THE COMMUNITY, INCLUDING THE UNDERSERVED. ST. LUKE'S PROVIDES QUALITY MEDICAL CARE TO PATIENTS REGARDLESS OF RACE, CREED, GENDER, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. AS WE CONTINUE TO PROVIDE QUALITY, SAFE AND COMPASSIONATE CARE TO HEAL THE ACUTELY ILL IN OUR HOSPITALS AND OTHER LOCATIONS IN A COST-EFFICIENT MANNER, WE HAVE ALSO INCREASED OUR EFFORTS TO ASSIST THOSE WHO ARE LIVING WITH CHRONIC DISEASE IN THEIR HOMES, TO RELIEVE THEIR SUFFERING AND IMPROVE THEIR QUALITY OF LIFE. ST. LUKE'S HOME HEALTH AND HOSPICE SERVICES ARE INTEGRAL TO THIS EFFORT. AS A NOT-FOR-PROFIT ORGANIZATION, ST. LUKE'S CONTINUES TO PROVIDE MUCH NEEDED CHARITABLE CARE TO PEOPLE THROUGHOUT THE ST. LOUIS AREA. WE ALSO SUPPORT A WIDE VARIETY OF COMMUNITY CAUSES AND OUTREACH EFFORTS, BOTH EXTERNALLY AND INTERNALLY, FROM SPONSORING FREE CLINICS AND SCREENINGS FOR THE UNDERSERVED TO MAKING AVAILABLE AN EMPLOYEE CRISIS FUND WHICH SERVES TEAM MEMBERS IN NEED. THESE IMPORTANT ENDEAVORS REFLECT OUR MISSION TO SERVE BY PROVIDING SERVICES FOR THOSE WHO MAY OTHERWISE GO WITHOUT. AS WE RECEIVE INPUT, WE MEASURE AND EVALUATE OUR EFFORTS TO BE SURE THAT WHAT WE DO BRINGS BENEFIT TO THE PEOPLE IN OUR COMMUNITY. WE CONTINUALLY REFINE OUR APPROACHES TO MAINTAIN AND IMPROVE COMMUNITY HEALTH AND WELLNESS.
PART III, LINE 4A DESCRIPTION OF SERVICES PROVIDED MEDICALLY NECESSARY HEALTH SERVICES ARE PROVIDED TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, CREED, GENDER, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. OUR INDEPENDENT HEALTH SYSTEM PROVIDES PERSONALIZED HEALTHCARE SERVICES AT OUR 493-BED HOSPITAL IN CHESTERFIELD, MISSOURI AND 143-BED ST. LUKE'S DES PERES HOSPITAL. ST. LUKE'S ALSO OFFERS ABOUT 30 OTHER LOCATIONS ACROSS THE GREATER ST. LOUIS AREA, INCLUDING AN OUTPATIENT CENTER, A SKILLED NURSING/RESIDENTIAL CARE FACILITY, EIGHT URGENT CARE CENTERS, A REHABILITATION HOSPITAL, DIAGNOSTIC IMAGING CENTERS, PHYSICIAN OFFICES, A VASCULAR ACCESS CENTER, HOME HEALTH SERVICES AND HOSPICE SERVICES. NATIONALLY RECOGNIZED FOR EXCELLENCE IN HEALTHCARE QUALITY, SAFETY AND PATIENT EXPERIENCE, ST. LUKE'S OFFERS CARE IN MORE THAN 60 SPECIALTY AREAS INCLUDING CARDIOLOGY AND CARDIOVASCULAR SURGERY, CANCER CARE, ORTHOPEDICS, BARIATRICS, NEUROSURGERY AND NEUROLOGY, WOMEN'S SERVICES (INCLUDING OBSTETRICS), PEDIATRICS, URGENT CARE, PULMONARY MEDICINE, SLEEP MEDICINE AND WELLNESS SERVICES FOR ADULTS WITH DOWN SYNDROME. ADDITIONALLY, ST. LUKE'S HOSPITAL IS THE EXCLUSIVE SPIRIT OF WOMEN HOSPITAL IN ST. LOUIS AND HAS BEEN RECOGNIZED AS A SPIRIT OF WOMEN PREMIER HOSPITAL FOR ITS FOCUS ON ELEVATING THE STANDARDS IN WOMEN'S HEALTH. THE NATIONAL DESIGNATION IS BASED ON A COMPREHENSIVE EVALUATION OF INNOVATION AND EXCELLENCE IN WOMEN'S HEALTHCARE AND COMMUNITY OUTREACH DEVELOPED IN CONSULTATION WITH THE OFFICE ON WOMEN'S HEALTH IN THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. TO FURTHER OUR MISSION OF PROVIDING CARE FOR THE MEDICALLY UNDERSERVED AND UNDERINSURED, ST. LUKE'S OPERATES A PEDIATRIC CARE CENTER WHICH PROVIDES HEALTHCARE TO CHILDREN IN A PRIVATE PRACTICE SETTING AS WELL AS EDUCATION AND SOCIAL SUPPORT SERVICES TO THEIR FAMILIES. ST. LUKE'S HAS A ROBUST VOLUNTEER PROGRAM. OUR VOLUNTEER SERVICES DEPARTMENT HAS ABOUT 212 VOLUNTEERS WHO SERVE IN MORE THAN 30 DEPARTMENTS/SITES ACROSS ST. LUKE'S HEALTH SYSTEM. VOLUNTEERS ASSIST BY TRANSPORTING PATIENTS AND VISITORS BY WHEELCHAIR, STOCKING SUPPLIES, GREETING AND DIRECTING ALL VISITORS TO OUR CAMPUS, AND SERVING IN CLERICAL AND RECEPTIONIST ROLES. VOLUNTEERS CONTRIBUTE AN AVERAGE OF 40,000 HOURS OF SERVICE A YEAR. ST. LUKE'S IS CONSISTENTLY RECOGNIZED WITH NATIONAL HONORS FOR EXCELLENCE IN HEALTHCARE QUALITY, SAFETY AND PATIENT EXPERIENCE. RECENT HONORS AND AWARDS INCLUDE: - ST. LUKE'S HOSPITAL AND ST. LUKE'S DES PERES HOSPITAL RECOGNIZED AS BEST HOSPITALS BY U.S. NEWS & WORLD REPORT, 2024-2025 - THE CENTER FOR CANCER CARE AT ST. LUKE'S NAMED ONE OF NEWSWEEK'S "AMERICA'S BEST CANCER HOSPITALS 2024" - ST. LUKE'S HOSPITAL NAMED TO THE FORBES LIST OF AMERICA'S BEST EMPLOYERS FOR WOMEN 2024 - HEALTHGRADES 2024 OUTSTANDING PATIENT EXPERIENCE AWARD, 2011-2024 - ONE OF HEALTHGRADES AMERICA'S 50 BEST HOSPITALS FOR CARDIAC SURGERY FOR 6 YEARS IN A ROW, 2019-2024 - ONE OF HEALTHGRADES AMERICA'S 50 BEST HOSPITALS FOR VASCULAR SURGERY, 2024 - RECIPIENT OF THE HEALTHGRADES CARDIAC SURGERY EXCELLENCE AWARD FOR 6 YEARS IN A ROW, 2019-2024 - WEBMD PATIENT CHOICE AWARD, 2024 - WEBMD PATIENT CHOICE CORONARY BYPASS MISSOURI 2023-2024 - WEBMD PATIENT CHOICE PACEMAKER OR DEFIBRILLATOR PLACEMENT MISSOURI 2023-2024 - WEBMD PATIENT CHOICE NEUROLOGY MISSOURI 2023-2024 - WEBMD PATIENT CHOICE NEUROLOGY ST. LOUIS 2023-2024 - CMS 5-STAR OVERALL QUALITY, 2021-2023 - ST. LUKE'S HOSPITAL NAMED ONE OF THE BEST HOSPITALS FOR MATERNITY BY U.S. NEWS & WORLD REPORT, 2022 - BEST NURSING HOMES FOR SHORT-STAY REHABILITATION, U.S. NEWS & WORLD REPORT, 2019-2022 - WOMEN'S CHOICE AWARD, WOMENCERTIFIED INC., 2015-2024 - "TOP DOCTORS, 2024," CASTLE CONNOLLY, ST. LOUIS MAGAZINE - OVERALL 5-STAR RATING, HOSPITAL CONSUMER ASSESSMENT OF HEALTHCARE PROVIDERS AND SYSTEMS (HCAHPS), 2024
PART III, LINE 4B (CONTINUED) RESOURCES INVESTED AND PROGRAM SERVICES TO SUPPORT MISSION IN SUPPORT OF OUR MISSION, ST. LUKE'S PROVIDES CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, WHICH INCLUDES THOSE WHO LACK FINANCIAL RESOURCES AND ARE DEEMED TO BE MEDICALLY INDIGENT. IN ADDITION, THE ORGANIZATION PROVIDES SERVICES TO OTHER MEDICALLY INDIGENT PATIENTS UNDER VARIOUS STATE MEDICAID PROGRAMS. SUCH PROGRAMS PAY PROVIDERS AMOUNTS THAT ARE LESS THAN THE RELATED COSTS FOR THE SERVICES PROVIDED TO THE RECIPIENTS. EACH YEAR, WE INVEST CONSIDERABLE RESOURCES TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE IN OUR COMMUNITY. IN RESPONSE TO IDENTIFIED NEEDS, ST. LUKE'S ALSO BENEFITS THE COMMUNITY IN THE FOLLOWING WAYS: - ST. LUKE'S SUPPORT FOR ITS MEDICAL RESIDENCY PROGRAMS IS AN INTEGRAL PART OF OUR SERVICE TO THE MEDICAL COMMUNITY BY PREPARING NEW PHYSICIANS FOR THEIR CAREERS. ST. LUKES HOSPITAL OFFERS A RESIDENCY IN INTERNAL MEDICINE PROGRAM, WHICH IS ACGME (ACCREDITATION FOR GRADUATE MEDICAL EDUCATION) ACCREDITED FOR 45 RESIDENTS. THIS PROGRAM PROVIDES A UNIQUE OPPORTUNITY FOR TRAINING IN PRIMARY CARE INTERNAL MEDICINE AT BOTH ST. LUKE'S AND PUBLIC HEALTH CLINICS SERVING THE NEEDS OF THE INDIGENT POPULATION IN THE ST. LOUIS AREA. ST. LUKE'S MEDICAL RESIDENTS ALSO PROVIDE COMMUNITY SERVICE BY SPEAKING AT SCHOOLS AND TO VARIOUS CIVIC ORGANIZATIONS. TRAINING OPPORTUNITIES FOR HEALTH PROFESSIONALS IN NURSING, PHARMACY AND OTHER HEALTH SPECIALTIES ARE ALSO AVAILABLE. A PROGRAM DIRECTOR, TWO ASSOCIATE PROGRAM DIRECTORS, A PROGRAM SECRETARY AND A PROGRAM COORDINATOR OVERSEE THE RESIDENCY PROGRAM. MORE THAN 100 PHYSICIANS CONTRIBUTE TO THE TEACHING MISSION AS FULL AND PART-TIME FACULTY. THE ST. LUKE'S DES PERES HOSPITAL FAMILY MEDICINE RESIDENCY PROGRAM IS ALSO AN ACGME ACCREDITED PROGRAM. IT PROVIDES GRADUATE MEDICAL TRAINING FOR 12 RESIDENTS WHO GAIN EXPERIENCE THROUGH A NUMBER OF DAILY, WEEKLY AND MONTHLY DIDACTIC EXPERIENCES INCLUDING JOURNAL CLUB, READING CLUB, GRAND ROUNDS, BOARD REVIEW, STFM CORE CURRICULUM, CONFERENCES AND RESEARCH METHODOLOGY. PROGRAM LEADERSHIP AND CORE FACULTY EDUCATION ARE PROVIDED BY ST. LUKE'S MEDICAL GROUP PHYSICIANS AT THE CEDAR HILL PRIMARY CARE PRACTICE, AND OTHER REQUIREMENTS ARE ADDRESSED THROUGH CLINICAL ROTATIONS WITH SPECIALISTS THROUGHOUT THE ST. LUKE'S HEALTH SYSTEM. - ST. LUKE'S OFFERS CONTINUING MEDICAL EDUCATION (CME) FOR PHYSICIANS. THE PROGRAM IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION. - ST. LUKE'S MINISTRY OF HEALING CELEBRATES ALL FAITHS THROUGH SPIRITUAL CARE SERVICES THAT IMPROVE THE HEALTH OF THE COMMUNITY IN BODY, MIND AND SPIRIT. WORSHIP AND PRAYER SERVICES, SACRAMENTS AND SPIRITUAL SUPPORT ARE OFFERED AROUND THE CLOCK. WE MINISTER TO ALL IN NEED, HELP PATIENTS AND CAREGIVERS MAKE COMPLEX MEDICAL DECISIONS AND WALK BESIDE THOSE HAVING MEDICAL PROCEDURES OR NAVIGATING SERIOUS ILLNESSES. SOME OF THE CHAPLAINS SERVING AS PART OF OUR HEALTHCARE TEAM ARE PART OF OUR CHAPLAIN RESIDENCY PROGRAM. THEOLOGICALLY EDUCATED STUDENTS COME FROM ACROSS THE COUNTRY TO PARTICIPATE IN ST. LUKE'S ONE-YEAR CLINICAL PASTORAL EDUCATION (CPE) RESIDENCY, WHICH IS ACCREDITED BY THE ASSOCIATION OF CLINICAL PASTORAL EDUCATION. THESE GIFTED INDIVIDUALS BRING FRESH PERSPECTIVES AND COMPASSIONATE HEARTS TO CARE FOR OUR PATIENTS, THEIR FAMILIES AND OUR TEAM MEMBERS. - ST. LUKE'S TEAM MEMBERS GENEROUSLY SUPPORT THE COMMUNITY ALL YEAR LONG. OUR MISSION OUTREACH COMMITTEE LEADS THESE EFFORTS IN OUR WORKPLACE AND CONDUCTS THREE COLLECTION DRIVES FOR DONATIONS OF FOOD, SCHOOL SUPPLIES, WARM CLOTHING AND TOYS TO ASSIST FAMILIES IN NEED. TEAM MEMBERS, PATIENTS AND PHYSICIANS GENEROUSLY SUPPORT THESE INITIATIVES TO ASSIST THE FAMILIES SERVED BY ST. LUKE'S PEDIATRIC CARE CENTER, ISAIAH 58 MINISTRIES, OPERATION FOOD SEARCH AND LITTLE PATRIOTS EMBRACED. - ST. LUKE'S HAS HAD A LONG-STANDING COMMITMENT TO PROVIDING PREVENTIVE HEALTHCARE AND TREATMENT TO MEDICALLY UNDERSERVED AND UNDERINSURED CHILDREN IN THE ST. LOUIS REGION. LOCATED IN NORTH ST. LOUIS COUNTY, ST. LUKE'S PEDIATRIC CARE CENTER IS A MISSION-BASED AGENCY OF ST. LUKE'S THAT PROVIDES QUALITY PRIMARY CARE TO MEDICALLY UNDERSERVED AND UNDERINSURED CHILDREN IN ST. LOUIS CITY AND COUNTY IN A PRIVATE PRACTICE SETTING. THE PRIMARY GOAL OF THE CENTER IS TO ESTABLISH AND MAINTAIN ACCESS TO HEALTHCARE FOR FAMILIES THROUGH A PRIMARY CARE PHYSICIAN, THEREBY HELPING THEM UNDERSTAND AND DEAL WITH POTENTIAL HEALTH ISSUES BEFORE THE ISSUES BECOME SERIOUS ENOUGH TO REQUIRE ACUTE CARE. THE STAFF CONSISTS OF TWO FULL-TIME BOARD-CERTIFIED PEDIATRICIANS AS WELL AS A SITE MANAGER, REGISTERED NURSE, SOCIAL WORKER AND OFFICE COORDINATOR, ALL OF WHOM ARE DEDICATED TO IMPROVING HEALTHCARE FOR CHILDREN AND FAMILIES. - ST. LUKE'S HELPS EDUCATE WOMEN ABOUT IMPORTANT TOPICS THAT IMPACT THEIR HEALTH AND THE HEALTH OF THEIR FAMILIES. THROUGH A FREE MEMBERSHIP IN ST. LUKE'S SPIRIT OF WOMEN PROGRAM, WOMEN RECEIVE HEALTH INFORMATION FROM ST. LUKE'S VIA EMAILS, A WOMEN'S HEALTH MAGAZINE AND MORE. THROUGH A WEBSITE, WOMEN CAN ACCESS MONTHLY HEALTH TOPICS AS WELL AS EASY-TO-NAVIGATE PREVENTIVE HEALTH INFORMATION BY DECADE OF LIFE. THE COMMUNITY IS INVITED TO SPIRIT OF WOMEN PROGRAMMING AND EVENTS THROUGHOUT THE YEAR. - ST. LUKE'S HEALTHY WORKFORCE PROGRAM PARTNERS WITH MORE THAN 100 LOCAL EMPLOYERS FOR WORKSITE WELLNESS PROGRAMS, COLLABORATING WITH THEM TO IDENTIFY, ADDRESS AND ELIMINATE EMPLOYEE HEALTH RISKS BEFORE THEY RESULT IN COSTLY HEALTHCARE CLAIMS. OUR TEAM COLLECTS PERSONAL HEALTH PROFILES FROM THEIR EMPLOYEES. THEN, WE PROVIDE A GROUP HEALTH REPORT TO IDENTIFY THE SPECIFIC HEALTH RISKS PRESENT IN THEIR WORKFORCE AND WAYS TO ADDRESS THESE RISKS. ST. LUKE'S HEALTHCARE PROFESSIONALS COORDINATE AND PROVIDE ON-SITE LOW-COST HEALTH SCREENINGS (CHOLESTEROL, GLUCOSE, BLOOD PRESSURE, PERIPHERAL ARTERY DISEASE, WAIST MEASUREMENT), FLU VACCINE CLINICS, LUNCHTIME SEMINARS, HEALTH COACHING AND ASK THE EXPERT TABLING EVENTS. EDUCATIONAL MATERIALS ARE PROVIDED AT EACH OFFERING FOR THE EMPLOYEES AND/OR THEIR FAMILY MEMBERS. ST. LUKE'S ALSO PROVIDES EMPLOYERS WITH ACCESS TO AN INTERNET-BASED FINANCIAL ANALYSIS TOOL THAT ALLOWS THE EMPLOYER TO UNDERSTAND THE HEALTH RISKS FACED BY WORKERS, PROJECT HOW HEALTHCARE DOLLARS WILL BE SPENT AND IDENTIFY POTENTIAL SAVINGS THROUGH THE ATTAINMENT OF A HEALTHIER WORKFORCE. - ST. LUKE'S HEART AND VASCULAR INSTITUTE'S HEART FAILURE CLINIC OFFERS INDIVIDUALIZED TREATMENT OPTIONS FOR PATIENTS WITH HEART FAILURE TO RELIEVE SYMPTOMS, TREAT UNDERLYING CAUSES AND HELP SLOW PROGRESSION OF THE DISEASE. THE CLINIC'S MULTIDISCIPLINARY TEAM ASSESSES AND TREATS EACH ASPECT OF THE DISEASE PROCESS AND WORKS CLOSELY WITH PATIENTS TO HELP MANAGE THEIR CONDITION. IMPLEMENTATION OF A MULTIDISCIPLINARY HEART FAILURE CLINIC HAS BEEN SHOWN TO REDUCE HOSPITAL READMISSIONS AND MORTALITY FROM THE DISEASE. - THE GOAL OF THE HEALING GRACE CLINIC, FOUNDED BY A ST. LUKE'S MEDICAL GROUP PHYSICIAN, IS TO PROVIDE A CLINIC FOR THE UNINSURED IN WEST ST. LOUIS COUNTY. IT IS LOCATED ON THE GROUNDS OF AND OPERATED BY CENTRAL BAPTIST CHURCH IN EUREKA, MISSOURI AND IS PRIMARILY STAFFED BY VOLUNTEERS. ONGOING SUPPORT FROM ST. LUKE'S INCLUDES THE PROVISION OF A PART-TIME PHYSICIAN ASSISTANT AND MEDICAL ASSISTANT WHO SEE PATIENTS AT THE CLINIC, SOME MEDICAL SUPPLIES AND PHYSICIAN COVERAGE FOR THE PHYSICIAN ASSISTANT. THROUGH THE ST. LUKE'S CENTER FOR DIAGNOSTIC IMAGING, IMAGING SERVICES ARE PROVIDED FREE OR AT A REDUCED COST TO PATIENTS. CHRONIC CONDITIONS ARE MANAGED AND CARE IS COORDINATED THROUGH ARRANGEMENTS WITH OTHER ST. LUKE'S DEPARTMENTS AND MEMBERS OF ST. LUKE'S MEDICAL STAFFS, WITH FINANCIAL ASSISTANCE PROVIDED. - THE ALBERT PUJOLS WELLNESS CENTER FOR ADULTS WITH DOWN SYNDROME AT ST. LUKE'S HOSPITAL HELPS FILL A GROWING NEED FOR SERVICES IN OUR COMMUNITY. PATIENTS 17 YEARS OF AGE AND OLDER ARE REFERRED TO THE CENTER FOR SERVICES FOCUSED ON NUTRITION, EXERCISE, SAFETY AND SOCIAL/EMOTIONAL WELL-BEING. CLASSES AND PROGRAMS JUST FOR FUN, SUCH AS DANCING AND VARIOUS ARTS AND CRAFTS, ARE ALSO OFFERED. THE CENTER OFFERS PROGRAMMING ON VARIOUS TOPICS FOR CAREGIVERS AS WELL.
PART III, LINE 4B (CONTINUED) - ST. LUKE'S COMMITMENT TO PROVIDE EXCEPTIONAL CARE TO EVERY PATIENT, EVERY TIME IS FACILITATED THROUGH THE DEVELOPMENT OF COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) AND COMMUNITY HEALTH IMPLEMENTATION PLANS (CHIP). THE PROCESS TO DEVELOP THE CHNA AND CHIP HELPS US TO BETTER UNDERSTAND AND FOCUS ON THE IMPORTANT HEALTH AND HEALTH-RELATED ISSUES AFFECTING OUR COMMUNITIES AND TO DEVELOP STRATEGIES AND IMPLEMENTATION PLANS INTENDED TO DRIVE MEANINGFUL RESULTS. THE CURRENT 2022 CHNAS FOR ST. LUKE'S HOSPITAL FOCUS ON THE FOLLOWING PRIORITY NEEDS: WEIGHT MANAGEMENT, MENTAL HEALTH AND OLDER ADULTS. THE CURRENT 2022 CHNAS FOR ST. LUKE'S DES PERES HOSPITAL FOCUS ON THE FOLLOWING PRIORITY NEEDS: WEIGHT MANAGEMENT, SMOKING/RESPIRATORY HEALTH AND ACCESS IN PRIORITY AREAS. THE FULL REPORTS ARE AVAILABLE ON ST. LUKE'S WEBSITE AT STLUKES-STL.COM.
FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION MEMBERS OR STOCKHOLDERS: ST. LUKE'S HEALTH CORPORATION A 501(C)(3) ORGANIZATION, IS THE SOLE CORPORATE MEMBER OF ST. LUKE'S EPISCOPAL-PRESBYTERIAN HOSPITALS, A REGIONAL HEALTH CARE PROVIDER.
FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS OF THE ORGANIZATION CERTAIN GOVERNANCE DECISIONS OF THE ORGANIZATION, INCLUDING AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BY-LAWS AND CHANGES TO THE SIZE OF THE BOARD OF DIRECTORS, ARE SUBJECT TO APPROVAL BY THE DIOCESE OF MISSOURI OF THE PROTESTANT EPISCOPAL CHURCH IN THE UNITED STATES OF AMERICA AND BY THE PRESBYTERY OF GIDDINGS-LOVEJOY OF THE PRESBYTERIAN CHURCH (U.S.A.). SUCH DECISIONS ALSO REQUIRE APPROVAL BY ST. LUKE'S HEALTH CORPORATION, THE SOLE CORPORATE MEMBER OF ST. LUKE'S EPISCOPAL-PRESBYTERIAN HOSPITALS. THE DIOCESE OF MISSOURI OF THE PROTESTANT EPISCOPAL CHURCH IN THE UNITED STATES OF AMERICA AND THE PRESBYTERY OF GIDDINGS-LOVEJOY OF THE PRESBYTERIAN CHURCH (U.S.A.) ARE ALSO REPRESENTED ON THE BOARD OF DIRECTORS OF ST. LUKE'S EPISCOPAL-PRESBYTERIAN HOSPITALS, HOLDING FOUR OF TWENTY POSITIONS WITH EACH POSITION HAVING ONE VOTE.
FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF THE 990 THE FORM 990 HAS BEEN REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. ALL QUESTIONS RAISED WERE ADDRESSED IN ADVANCE OF SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST POLICY THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY PROVIDING THE POLICY AND QUESTIONNAIRE TO EACH BOARD MEMBER AT THE TIME OF APPOINTMENT AND TO EACH NEW EMPLOYEE AT THE TIME OF EMPLOYMENT AND ANNUALLY THEREAFTER. EACH BOARD MEMBER AND KEY EMPLOYEE IS REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING HE/SHE HAS READ, UNDERSTANDS AND AGREES TO COMPLY WITH THE POLICY AS WELL AS SUBMIT THE COMPLETED QUESTIONNAIRE. ANY/ALL ACTUAL OR POSSIBLE CONFLICTS OF INTEREST THAT ARISE FROM THE FORMS ARE DISCLOSED TO THE FINANCE, AUDIT AND RISK COMMITTEE. THE FINANCE, AUDIT AND RISK COMMITTEE ADDRESSES ANY POTENTIAL CONFLICT OF INTEREST AND TAKES APPROPRIATE ACTION TO RESOLVE. THE ORGANIZATION CONSIDERS THE POSSIBILITY THAT BOARD MEMBERS OR KEY EMPLOYEES MAY INADVERTENTLY FAIL TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST AND PERFORMS DUE DILIGENCE TO ADDRESS AND RESPOND IN ACCORDANCE WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION EXECUTIVE, KEY EMPLOYEE AND PHYSICIAN SALARY/COMPENSATION INFORMATION IS BASED ON COMPARATIVE DATA WITH LIKE POSITIONS IN THE MARKET. THE ORGANIZATION ALSO ENGAGED CONSULTANTS FOR INDEPENDENT REVIEWS TO ENSURE COMPENSATION FOR CERTAIN OF THE ABOVE EMPLOYEES IS FAIR AND WITHIN MARKET PARAMETERS. THE SALARY DATA AND POTENTIAL ADJUSTMENTS FOR EXECUTIVES AND KEY EMPLOYEES ARE PRESENTED TO THE COMPENSATION COMMITTEE TO APPROVE OR MODIFY. THE COMPENSATION COMMITTEE HAS REPRESENTATION FROM THE INDEPENDENT MEMBERS OF THE BOARD AND LEGAL COUNSEL. MINUTES ARE MAINTAINED OF THE DISCUSSIONS AND CONCLUSIONS OF THE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19 PUBLIC ACCESS ANNUAL FINANCIAL STATEMENTS INCLUDING FORM 990 ARE AVAILABLE UPON REQUEST IN THE ADMINISTRATIVE OFFICE. ANY PROPRIETARY INTERNAL POLICIES OR GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST IN THE ADMINISTRATIVE OFFICE.
FORM 990, PART VIII, LINE 7C, COLUMN I: GAINS AND LOSSES FROM INVESTMENTS THE ORGANIZATION PARTICIPATES IN A SYSTEM-WIDE POOLED INVESTMENT PROGRAM. THE INVESTMENTS ARE REPORTED ONLY AS REALIZED GAINS OR LOSSES TO EACH ORGANIZATION AND DO NOT REPORT THE ALLOCATION PORTION OF PROCEEDS AND COST BASIS RELATED TO THOSE REALIZED GAINS/LOSSES.
FORM 990, PART XI, LINE 9: CHANGE IN PENSION OBLIGATION -268,620. TRANSFERS TO MEDICAL GROUP -42,904,998. CHANGE IN RESTRICTED ASSETS -4,318,614.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
ST LUKES EPISCOPAL-PRESBYTERIAN
HOSPITALS
Employer identification number

43-0652680
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) EMERGENCY PHYSICIANS OF ST LUKE'S LLC
232 S WOODS MILL ROAD
CHESTERFIELD,MO63017
46-4529066
MEDICAL SERV. MO 0 0 SL EP HOSP
 
(2) PHYSICIAN SPECIALISTS OF ST LUKE'S LLC
232 S WOODS MILL ROAD
CHESTERFIELD,MO63017
20-5041902
MEDICAL SERV. MO 0 0 SL EP HOSP
 
(3) SLEPHLLC (FKA SLHMNHLLC)
232 S WOODS MILL ROAD
CHESTERFIELD,MO63017
84-1754684
MEDICAL SERV. MO 936,057 6,372,443 SL EP HOSP
 
(4) MERIDIAN SURGICAL PARTNERS-MISSOURILLC
232 S WOODS MILL ROAD
CHESTERFIELD,MO63017
27-3332368
MEDICAL SERV. MO -909,975 2,186,794 SL EP HOSP
 




Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)ST LUKE'S HEALTH CORPORATION
232 S WOODS MILL ROAD

CHESTERFIELD,MO63017
43-1246752
SUPPORTING ORGANIZATION MO 501 (C)(3) 12B N/A
 
No
(2)ST LUKE'S DES PERES EPIS-PRESBY HOSP
232 S WOODS MILL ROAD

CHESTERFIELD,MO63017
82-4314522
HEALTH CARE MO 501 (C)(3) LINE 3 SL E-P HOSP
 
Yes
 
(3)ST LUKE'S MEDICAL GROUP
232 S WOODS MILL ROAD

CHESTERFIELD,MO63017
43-1349332
MEDICAL SERV. MO 501 (C)(3) 12A SL HLTH CORP
 
 
No








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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












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

232 S WOODS MILL ROAD
CHESTERFIELD,MO63017
43-1238961
OTHER MISC. MO SL HEALTH CORP
 
C     100.000 % Yes  












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
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
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) ST LUKE'S DES PERES EPISCOPAL-PRSBYTRN HOSP

P 8,754,828 FMV
(2) MERIDIAN SURGICAL PARTNERS-MISSOURILLC

C 40,134 SCHEDULE K-1




Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2023

Additional Data


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