TIN:
SCHEDULE A
(Form 990)
Department of the Treasury
Internal Revenue Service
(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.
Attach to Form 990 or Form 990-EZ. Go to
www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Inspection
Name of the organization
BJC HEALTH SYSTEM GROUP RETURN
Employer identification number
75-3052953
75-3052953
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations
...............................
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.
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
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.)
(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.)
| Calendar year
(or fiscal year beginning in)
|
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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. | ||||||
| Calendar year
(or fiscal year beginning in)
|
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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
........................................
Section C. Computation of Public Support
Percentage
14
14
15
15
16a
33 1/3% support test—2024.
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 .......................
and stop here. The organization qualifies as a publicly supported organization .......................
b
33 1/3% support test—2023.
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 .....................
box and stop here. The organization qualifies as a publicly supported organization .....................
17a
10%-facts-and-circumstances test—2024.
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
............
b
10%-facts-and-circumstances test—2023.
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
............
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 .....................................................
instructions .....................................................
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
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.)
(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.)
| Calendar year (or fiscal
year beginning in) |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.) | ||||||
| Calendar year
(or fiscal year beginning in)
|
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.................................................
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-2024.
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
.......
b
33
1/3
% support tests—2023.
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
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
....
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
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.
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) 2024
Schedule A (Form 990) 2024
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) 2024
Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 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
Schedule A (Form 990) 2024
Schedule A (Form 990) 2024
Page 7
| 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 2024 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-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
Schedule A (Form 990) (2024)
Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART I, LINE 3, 12 | CHSDC CHRISTIAN HEALTH SERVICES DEVELOPMENT CORPORATION (EIN 43-1230583) (ORGANIZATION) IS A SUBORDINATE MEMBER OF THE BJC HEALTH SYSTEM GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FI. DURING 2024: 12F- NUMBER OF SUPPORTED ORGANIZATIONS AT DECEMBER 31, 2024 = 2 12G - INFORMATION REGARDING SUPPORTED ORGANIZATIONS: CHRISTIAN HOSPITAL NE-NW (CHNE) (EIN 43-6057893) - BOX 3 $69,373,159 ALTON MEMORIAL HOSPITAL (AMH) (EIN 37-0661172) - BOX 3 $36,418,006 THE ABOVE SUPPORTED ORGANIZATIONS ARE U.S. CORPORATIONS AND ARE LISTED IN THE GOVERNING DOCUMENTS FOR CHRISTIAN HEALTH SERVICES DEVELOPMENT CORPORATION. SLHS SAINT LUKE'S HEALTH SYSTEM, INC. (EIN 43-1747502) (ORGANIZATION) IS A SUBORDINATE MEMBER OF THE BJC HEALTH SYSTEM GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE III FI. DURING 2024: 12F- NUMBER OF SUPPORTED ORGANIZATIONS AT DECEMBER 31, 2024 = 16 12G - INFORMATION REGARDING SUPPORTED ORGANIZATIONS: ST LUKES HOSPITAL OF KANSAS CITY (SLHKC) (EIN 44-0545297) BOX 3 $105,873,143 SAINT LUKES EAST HOSPITAL (SLE) (EIN 56-2488077) BOX 3 $45,054,209 SAINT LUKES SOUTH HOSPITAL INC (SLS) (EIN 48-1203262) BOX 3 $ 25,736,581 SAINT LUKES NORTH HOSPITAL (SLN) (EIN 44-0565393) BOX 3 $22,958,736 SAINT LUKES HOSPITAL OF TRENTON (WMH) (EIN 43-1707306) BOX 3 $3,209,794 SAINT LUKES HOSPITAL OF CHILLICOTHE (HMC) (EIN 43-1735565) BOX 3 $5,350,581 SAINT LUKES HOSPITAL OF GARNETT INC (ACH) (EIN 74-2849611) BOX 3 $2,646,483 SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE (HOSP) (EIN 43-1127200) BOX 3 $2,680,009 SAINT LUKES PHYSICIAN GROUP INC (SLPG) (EIN 43-1598353) BOX 3 $28,104,315 ADVANCED UROLOGIC ASSOCIATES INC (AUA) (EIN 45-4725529) BOX 3 $0 MEDICAL PLAZA IMAGING ASSOCIATES LLC (MPIA) (EIN 43-1609584) BOX 3 $568,215 ROCKHILL ORTHOPAEDIC SPECIALISTS (ROS) (EIN 45-3851008) BOX 3 $0 BISHOP SPENCER PLACE INC (BSP) (EIN 43-1139083) BOX 10 $656,718 SAINT LUKE'S HOSPITAL OF ALLEN COUNTY, INC. (ACRH) (EIN 84-3362602) BOX 3 $2,488,228 CARDIOMETABOLIC CENTER ALLIANCE INC (CMCA) (EIN 85-0768692) BOX 3 $190,986 HEART SURGEONS OF KANSAS CITY INC (HSKC) (EIN 26-4663332) BOX 10 $806,396 SAINT LUKE'S HEALTH SYSTEM, INC. (SLHS) IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE SYSTEM. SLHS' SUPPORTED ORGANIZATIONS INCLUDE ALL SECTION 509(A)(1) AND 509(A)(2) AFFILIATES OF SLHS. SLHS IS FUNCTIONALLY INTEGRATED WITH ITS SUPPORTED ORGANIZATIONS AND PROVIDED MANAGEMENT AND COORDINATION, INFORMATION TECHNOLOGY, HUMAN RESOURCES, LEGAL, REAL ESTATE, FINANCIAL, ADVISORY AND OTHER CORPORATE SERVICES TO ITS SUPPORTED ORGANIZATIONS. SLC SAINT LUKES CARE (EIN 26-0185090) (ORGANIZATION) IS A SUBORDINATE MEMBER OF THE BJC HEALTH SYSTEM GROUP RULING. THE ORGANIZATION'S PUBLIC CHARITY STATUS IS SECTION 509(A)(3) TYPE II. DURING 2024: 12F- NUMBER OF SUPPORTED ORGANIZATIONS AT DECEMBER 31, 2024 = 9 12G - INFORMATION REGARDING SUPPORTED ORGANIZATIONS: ST LUKES HOSPITAL OF KANSAS CITY (SLHKC) (EIN 44-0545297) BOX 3 $0 SAINT LUKES NORTH HOSPITAL (SLN) (EIN 44-0565393) BOX 3 $0 SAINT LUKES SOUTH HOSPITAL INC (SLS) (EIN 48-1203262) BOX 3 $0 SAINT LUKE'S HOSPITAL OF TRENTON (WMH) (EIN 43-1707306) BOX 3 $0 SAINT LUKES HOSPITAL OF GARNETT INC (ACH) (EIN 74-2849611) BOX 3 $0 SAINT LUKES HOSPITAL OF CHILLICOTHE (HMC) (EIN 43-1735565) BOX 3 $0 SAINT LUKES EAST HOSPITAL (SLE) (EIN 56-2488077) BOX 3 $0 SAINT LUKES PHYSICIAN GROUP INC (SLPG) (EIN 43-1598353) BOX 3 $0 SAINT LUKE'S HOSPITAL OF ALLEN COUNTY,INC. (ACRH) (EIN 84-3362602) BOX 3 $0 SAINT LUKE'S CARE IS DEDICATED TO INCREASING THE EFFICIENCY AND QUALITY OF MEDICAL CARE PROVIDED IN THE SAINT LUKE'S HEALTH SYSTEM ("SLHS") THROUGH THE USE OF EVIDENCE BASED BEST PRACTICE MEDICINE. COSTS INCURRED BY SAINT LUKE'S CARE BENEFIT ALL OF THE SUPPORTED ORGANIZATIONS SINCE THEY ARE INCURRED IN CONNECTION WITH THE DEVELOPMENT OF BEST PRACTICE ADVISORIES, EVIDENCE-BASED MEDICAL PROTOCOLS AND STANDING ORDER SETS AVAILABLE WHEN PROVIDING CARE IN SAINT LUKE'S FACILITIES. |
| SCHEDULE A, PART I, LINE 12G(VI) | SAINT LUKE'S CARE IS DEDICATED TO INCREASING THE EFFICIENCY AND QUALITY OF MEDICAL CARE PROVIDED IN THE SAINT LUKE'S HEALTH SYSTEM ("SLHS") THROUGH THE USE OF EVIDENCE-BASED BEST PRACTICE MEDICINE. COSTS INCURRED BY SAINT LUKE'S CARE BENEFIT ALL OF THE SUPPORTED ORGANIZATIONS SINCE THEY ARE INCURRED IN CONNECTION WITH THE DEVELOPMENT OF BEST PRACTICE ADVISORIES, EVIDENCE-BASED MEDICAL PROTOCOLS AND STANDING ORDER SETS AVAILABLE WHEN PROVIDING CARE IN SAINT LUKE'S FACILITIES. |
| SCHEDULE A, PART III | PART III PUBLIC SUPPORT FOR ORGANIZATIONS DESCRIBED IN SEC 509(A)(2): THE FOLLOWING SUBORDINATES OF THE BJC GROUP RULING MAINTAIN PUBLIC CHARITY STATUS AS SEC 509(A)(2) ORGANIZATIONS: BJC HOME CARE SERVICES (EIN 43-1450457) THE COMMUNITY HEALTH CONNECTION (EIN 46-0819384) BISHOP SPENCER PLACE INC (EIN 43-1139083) HEART SURGEONS OF KANSAS CITY, INC. (EIN 26-4663332) THE MAJORITY OF THE GROUP MEMBERS MAINTAIN PUBLIC CHARITY STATUS AS HOSPITAL ORGANIZATIONS DESCRIBED IN SEC 170(B)(1)(A)(III), THE SOFTWARE USED TO PREPARE THE BJC GROUP RETURN DOES NOT ALLOW FOR MULTIPLE PUBLIC CHARITY STATUS. ACCORDINGLY, THE ABOVE ORGANIZATIONS HAVE SEPARATELY DOCUMENTED THEIR PUBLIC SUPPORT AND INVESTMENT INCOME PERCENTAGES AGGREGATED AS FOLLOWS: PUBLIC SUPPORT PERCENTAGE FOR 2024 99.87% PUBLIC SUPPORT PERCENTAGE FOR 2023 99.99% INVESTMENT INCOME PERCENTAGE FOR 2024 0% INVESTMENT INCOME PERCENTAGE FOR 2023 0% |
| SCHEDULE A, PART IV - SECTION A | CHSDC LINE 1. YES, DURING 2024, CHRISTIAN HEALTH SERVICES DEVELOPMENT CORPORATION (CHSDC) WAS THE SUPPORTING ORGANIZATION TO THE FOLLOWING SUPPORTED ORGANIZATIONS: -CHRISTIAN HOSP NORTHEAST-NORTHWEST (EIN 43-6057893) 501(C)(3), BOX 3 -ALTON MEMORIAL HOSPTIAL (EIN 37-0661172) 501(C)(3), BOX 3 THESE SUPPORTED ORGANIZATIONS WERE LISTED BY NAME IN THE ORGANIZING DOCUMENTS FOR CHSDC. CHSDC RESPONDS "NO" TO SECTION A, LINES 2-11. SLHS LINE 1. YES, DURING 2024, SAINT LUKE'S HEALTH SYSTEM, INC. (SLHS) WAS THE SUPPORTING ORGANIZATION TO THE FOLLOWING SUPPORTED ORGANIZATIONS: ST LUKES HOSPITAL OF KANSAS CITY (SLHKC) (EIN 44-0545297) BOX 3 SAINT LUKES EAST HOSPITAL (SLE) (EIN 56-2488077) BOX 3 SAINT LUKES SOUTH HOSPITAL INC (SLS) (EIN 48-1203262) BOX 3 SAINT LUKES NORTH HOSPITAL (SLN) (EIN 44-0565393) BOX 3 SAINT LUKES HOSPITAL OF TRENTON (WMH) (EIN 43-1707306) BOX 3 SAINT LUKES HOSPITAL OF CHILLICOTHE (HMC) (EIN 43-1735565) BOX 3 SAINT LUKES HOSPITAL OF GARNETT INC (ACH) (EIN 74-2849611) BOX 3 SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE (HOSP) (EIN 43-1127200) BOX 3 SAINT LUKES PHYSICIAN GROUP INC (SLPG) (EIN 43-1598353) BOX 3 ADVANCED UROLOGIC ASSOCIATES INC (AUA) (EIN 45-4725529) BOX 3 MEDICAL PLAZA IMAGING ASSOCIATES LLC (MPIA) (EIN 43-1609584) BOX 3 ROCKHILL ORTHOPAEDIC SPECIALISTS (ROS) (EIN 45-3851008) BOX 3 BISHOP SPENCER PLACE (BSP) (EIN 43-1139083) BOX 10 SAINT LUKE'S HOSPITAL OF ALLEN COUNTY, INC. (ACRH) (EIN 84-3362602) BOX 3 CARDIOMETABOLIC CENTER ALLIANCE INC (CMCA) (EIN 85-0768692) BOX 3 HEART SURGEONS OF KANSAS CITY INC (HSKC) (EIN 26-4663332) BOX 10 THESE SUPPORTED ORGANIZATIONS ARE LISTED BY NAME IN THE ORGANIZING DOCUMENTS FOR SLHS. PRIOR TO 2024, SLHS AND AFFILIATES FILED SEPARATE FORM(S) 990. BEGINNING IN 2024, SLHS MERGED WITH BJC HEALTH SYSTEM AND ALL HOSPITALS/HSO BECAME SUBORDINATE ORGANIZATIONS OF BJC HEALTH SYSTEM. THUS, THESE SAME SUPPORTED ORGANIZATIONS LISTED ABOVE ARE LISTED BY NAME IN THE ORGANIZING DOCUMENTS OF SLHS. SLHS RESPONDS "NO" TO PART IV, SECTION A, LINES 2-11. SLC SLC RESPONDS "NO" TO PART IV, SECTION A, LINES 1-11. |
| SCHEDULE A, PART IV SECTION A LINE 1 | SAINT LUKE'S CARE'S ARTICLES OF INCORPORATION DESIGNATE ORGANIZATIONS THAT ARE PART OF SAINT LUKE'S HEALTH SYSTEM AS THE CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS IT BENEFITS. MULTIPLE 509(A)(1) HOSPITALS AND MEDICAL PRACTICES THAT ARE PART OF THE SYSTEM PARTICIPATE IN AND RECEIVE THE BENEFIT OF SAINT LUKE'S CARE'S ACTIVITIES. ALL OF THESE ORGANIZATIONS HAVE A HISTORIC AND CONTINUING RELATIONSHIP AND SUBSTANTIAL IDENTITY OF INTERESTS REGARDING THE ACTIVITIES OF SAINT LUKE'S CARE. |
| SCHEDULE A, PART IV - SECTION C LINE 1 | SLC RESPONDS "NO" TO PART IV, SECTION C, LINES 1. ALTHOUGH THERE IS NOT MAJORITY BOARD OVERLAP, CONTROL AND MANAGEMENT OF THE SUPPORTING AND SUPPORTED ORGANIZATIONS ARE VESTED IN THE SAME PERSONS BECAUSE ALL OF THE ORGANIZATIONS ARE PART OF AN INTEGRATED HEALTH SYSTEM CONTROLLED BY SAINT LUKE'S HEALTH SYSTEM, INC. THUS, SAINT LUKE'S CARE IS CONTROLLED IN CONNECTION WITH ITS SUPPORTED ORGANIZATIONS BECAUSE ALL ARE CONTROLLED BY SAINT LUKE'S HEALTH SYSTEM, INC. |
| PART IV - SECTION D LINES 1-3 | CHSDC CHSDC RESPONDS "YES" TO QUESTIONS 1-3. CHSDC MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS AND APPOINTS THE MAJORITY OF OFFICERS AND DIRECTORS SERVING ON THE BOARDS OF THESE SUPPORTED ORGANIZATIONS. BECAUSE AND AS A RESULT OF THIS CLOSE WORKING RELATIONSHIP, THE SUPPORTED ORGANIZATIONS PROVIDE INPUT ON MONTHLY FINANCIAL OPERATIONS, ANNUAL BUDGET PROCESS INCLUDING ALLOCATIONS FOR CAPITAL PROJECTS, USE OF HEALTH INFORMATION SYSTEMS AND OTHER MATTERS CONCERNING HOSPITAL OPERATIONS. SLHS SLHS RESPONDS "YES" TO QUESTIONS 1-3. THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE SUPPORTING ORGANIZATION'S ACTIVITIES AND PURCHASE MANY CENTRALIZED SERVICES FROM THE SUPPORTING ORGANIZATION. THE OFFICERS AND DIRECTORS OF THE SUPPORTING ORGANIZATION AND THE SUPPORTED ORGANIZATIONS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. THE SUPPORTING ORGANIZATION SERVES AS THE PARENT ENTITY FOR A CONTROLLED GROUP OF ENTITIES THAT OPERATE AS AN INTEGRATED HEALTH CARE SYSTEM. IT HAS THE POWER TO APPOINT THE BOARDS OF THE SUPPORTED ORGANIZATIONS AND HAS RESERVE POWERS OVER SPECIFIED DECISIONS. MEMBERS OF THE SUPPORTING BOARD ALSO SERVE ON THE GOVERNING BODY OF THE MAJORITY OF THE SUPPORTED ORGANIZATIONS. THE FILING ORGANIZATION SUPPORTS THE OTHER ORGANIZATIONS BY PROVIDING EXTENSIVE MANAGEMENT AND COORDINATION SERVICES TO THE SUPPORTED ORGANIZATIONS. |
| PART IV - SECTION E LINES 1-3 | CHSDC LINE 1B: CHSDC IS THE PARENT OF EACH OF ITS SUPPORTED ORGANIZATIONS. LINE 3A: AS SOLE MEMBER OF ITS SUPPORTED ORGANIZATIONS, CHSDC HAS RESERVED POWERS TO APPOINT A MAJORITY OF THE OFFICERS AND DIRECTORS OF ITS SUPPORTED ORGANIZATIONS. CERTAIN OF THOSE DIRECTORS IN TURN SERVE ON THE GOVERNING BOARD OF CHSDC. LINE 3B: CHSDC EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. BJC AND CHSDC REQUIRE THAT EACH SUPPORTED ORGANIZATION ADOPT ITS POLICIES. BJC AND CHSDC APPROVES THE OPERATIONAL AND FISCAL BUDGET FOR EACH OF ITS SUPPORTED ORGANIZATIONS AND PROVIDES ADMINISTRATIVE OVERSIGHT FOR HOSPITAL PROGRAMS AND CAPITAL PROJECTS. SLHS LINE 1B: SLHS IS THE PARENT OF EACH OF ITS SUPPORTED ORGANIZATIONS. LINE 3A: SLHS IS DIRECT PARENT AND SOLE MEMBER OF THE SUPPORTED ORGANIZATIONS OTHER THAN FOR WINDSOR CARE WHICH IT IS THE INDIRECT PARENT. THE GOVERNING BODY OF EACH SUPPORTED ORGANIZATION IS ELECTED BY ITS SOLE MEMBER. BISHOP SPENCER PLACE SERVES AS THE SOLE MEMBER OF WINDSOR CARE. SLHS IS THE SOLE MEMBER OF BISHOP SPENCER PLACE. LINE 3B: THE SOLE MEMBER HAS SPECIFIED RESERVE POWERS OVER MAJOR DECISIONS SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, APPOINTMENT AND REMOVAL OF DIRECTORS, DEBT, BUDGETS, CAPITAL EXPENDITURES, POLICIES APPLICABLE TO THE SUPPORTED ORGANIZATION, STRATEGIC OPERATING DECISIONS AND INVESTMENT IN THIRD PARTY DEBT OR EQUITY SECURITIES. |
Schedule A (Form 990) 2024
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