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
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
 
Doing business as
BJC HEALTHCARE
 
Number and street (or P.O. box if mail is not delivered to street address)
4901 FOREST PARK AVE MS 90-75-570
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO63108
D Employer identification number

43-1617558
E Telephone number

G Gross receipts $ 6,532,879,899
F Name and address of principal officer:
SCOTT HAWIG
4901 FOREST PARK AVE
ST LOUIS,MO63108
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.BJC.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number 3844
K Form of organization:  
L Year of formation: 1993
M State of legal domicile: MO
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: HEALTHCARE SERVICES AND HEALTH EDUCATION TO COMMUNITIES WE SERVE.
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 21
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 5,860
6 Total number of volunteers (estimate if necessary) ............. 6 102
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -34,264,115
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,114,416 4,673,899
9 Program service revenue (Part VIII, line 2g) ......... 1,133,704,981 1,199,024,044
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 256,117,528 642,726,345
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 187,699,960 195,941,283
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,578,636,885 2,042,365,571
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,927,415 7,729,173
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) 658,314,191 758,735,353
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 612,716,844 909,211,584
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,274,958,450 1,675,676,110
19 Revenue less expenses. Subtract line 18 from line 12....... 303,678,435 366,689,461
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 7,180,662,304 7,792,451,740
21 Total liabilities (Part X, line 26)............. 3,462,592,372 3,885,366,418
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,718,069,932 3,907,085,322
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 (2024)
Form 990 (2024)
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: BJC HEALTH SYSTEM (BJC) IS THE PARENT CORPORATION OF A NONPROFIT HEALTH CARE ORGANIZATION SERVING PRIMARILY THE RESIDENTS OF METROPOLITAN ST. LOUIS, KANSAS CITY, MID-MISSOURI, EASTERN KANSAS AND SOUTHERN ILLINOIS (SEE SCHEDULE O FOR REMAINDER OF MISSION STATEMENT) IN URBAN, SUBURBAN AND RURAL COMMUNITIES. BJC OPERATES 24 LICENSED HOSPITALS AND MULTIPLE COMMUNITY HEALTH LOCATIONS WHICH PROVIDE INPATIENT AND OUTPATIENT CARE, REHABILITATION, PRIMARY CARE, HOME CARE, HOSPICE, LONG-TERM CARE, COMMUNITY MENTAL HEALTH, WORKPLACE HEALTH AND COMMUNITY HEALTH AND WELLNESS. BJC ALSO SUPPORTS THE TRAINING OF FUTURE HEALTH PROFESSIONALS; ADVANCEMENT OF MEDICAL RESEARCH; REGIONAL HEALTH SAFETY NET SERVICES AND EMERGENCY PREPAREDNESS; COMMUNITY OUTREACH AND HEALTH LITERACY; AND REGIONAL ECONOMIC DEVELOPMENT
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 $ 309,618,685 including grants of $ 3,500 ) (Revenue $ 309,618,685 )
BJC MEDICAL GROUP EMPLOYS 255 PHYSICIANS WITH A RANGE OF MEDICAL AND SURGICAL SPECIALTIES. THE PHYSICIANS SERVE PATIENTS IN ST. LOUIS, MO; FARMINGTON, MO; SULLIVAN, MO; AND SOUTHERN ILLINOIS. BJC MEDICAL GROUP EMPLOYS PROVIDERS ASSOCIATED WITH BJC HEALTHCARE HOSPITALS. THE MEDICAL GROUP ALSO PARTNERS WITH PRIVATE PHYSICIANS AND BJC HOSPITALS TO RECRUIT PHYSICIANS TO GROWING MARKETS. PHYSICIAN RECRUITS INCLUDE BOTH PRIMARY AND SPECIALTY PHYSICIANS. THE ORGANIZATION HAD 877,890 VISITS.
4b (Code:   ) (Expenses $ 171,798,531 including grants of $   ) (Revenue $ 171,798,531 )
BJC INFORMATION SERVICES AND TECHNOLOGY SERVICES DEPARTMENT PLANS, DEVELOPS AND SUPPORTS INFORMATION TECHNOLOGY AND TELECOMMUNICATIONS INITIATIVES THROUGHOUT BJC. THE 400-PERSON DEPARTMENT MAINTAINS THE ORGANIZATION'S TECHNOLOGY INFRASTRUCTURE AND ACHIEVES SPECIFIC STRATEGIC GOALS RELATED TO CLINICAL CARE, PATIENT SAFETY AND EVIDENCE-BASED MEDICINE, PROCESS SIMPLIFICATION AND STANDARDIZATION, AUTOMATION, EDUCATION, WORKFORCE DEVELOPMENT, FINANCIAL MANAGEMENT AND PATIENT SATISFACTION. BJC HOSPITALS BENEFIT FROM THE CENTRALIZED DEPTH OF INFORMATION SERVICES KNOWLEDGE AND THE COMMITMENT TO INNOVATIVE TECHNOLOGY SOLUTIONS.
4c (Code:   ) (Expenses $ 87,600,538 including grants of $   ) (Revenue $ 87,600,538 )
BJC CLINICAL ENGINEERING MANAGES CLINICAL ASSETS ACROSS BJC, INCLUDING OPERATIONAL SUPPORT AND MAINTENANCE MANAGEMENT OF DIAGNOSTIC, TREATMENT AND PATIENT SUPPORT MEDICAL EQUIPMENT SUCH AS BIOMEDICAL EQUIPMENT, CLINICAL LABORATORY EQUIPMENT AND DIAGNOSTIC IMAGING TECHNOLOGY. SERVICE ENGINEERS ARE DEPLOYED ACROSS THE 24 LICENSED HOSPITALS AND OTHER HEALTH SERVICE ORGANIZATIONS AS REQUIRED TO MEET DEMAND. BJC CLINICAL ENGINEERING WORKS IN COLLABORATION WITH OTHER BJC DEPARTMENTS CONCERNING PATIENT SAFETY FOR MAINTENANCE AND PRODUCT RECALLS; PRE-PURCHASE EVALUATION AND SUPPORT COST ANALYSIS; ASSET MANAGEMENT PLANNING FROM ACQUISITION THROUGH DISPOSAL; PROJECT PLANNING AND MANAGEMENT; AND ENVIRONMENTAL ROUNDS.
(Code:   ) (Expenses $ 708,968,056 including grants of $ 7,725,673 ) (Revenue $ 630,006,290 )
BJC IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE AND COMMUNITIES IT SERVES THROUGH LEADERSHIP, EDUCATION, INNOVATION AND EXCELLENCE IN MEDICINE. OTHER PROGRAMS AND SUPPORT SERVICES INCLUDE: MATERIAL SERVICES, QUALITY MANAGEMENT, FINANCE, LEGAL, AND COMMUNICATIONS.
4d Other program services (Describe in Schedule O.)
(Expenses $ 708,968,056 including grants of $ 7,725,673 ) (Revenue $ 630,006,290 )
4e Total program service expenses1,277,985,810
Form 990 (2024)
Form 990 (2024)
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
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
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
Yes
 
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
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
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 XIIClick 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
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
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.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
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........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
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 list of attachments
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..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
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
2,290
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
3
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 (2024)
Form 990 (2024)
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
5,860
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
Yes
 
b
If "Yes," enter the name of the foreign country: CJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
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 (2024)
Form 990 (2024)
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
21
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe 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
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be 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:
BJC HEALTH SYSTEM SHARED SERVICES FINANCE4901 FOREST PARK AVE STE 1200   ST LOUIS,MO63108 (314) 286-2057
Form 990 (2024)
Form 990 (2024)
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) BJC HEALTH SYS GROUP RETURN......................................................................
SEE SCHEDULE 0
 40.00
.................
  		X   X       25,772,118 0 2,880,317
(2) BJC HEALTH SYS GROUP RETURN......................................................................
SEE SCHEDULE 0
 40.00
.................
  		      X     1,391,327 0 120,990
(3) BJC HEALTH SYS GROUP RETURN......................................................................
SEE SCHEDULE 0
 40.00
.................
  		        X   2,819,108 0 43,624
(4) BJC HEALTH SYS GROUP RETURN......................................................................
FORMER SCHEDULE 0
 0.00
.................
  		          X 1,827,516 0 194,886


























Form 990 (2024)
Form 990 (2024)
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;


























1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 31,810,069 0 3,239,817
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 1,692
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
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 346,809
e Government grants (contributions)1e 4,327,090
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 4,673,899
Program Service RevenueAmt Business Code
2a SVCS TO AFFILIATES 561000 1,018,098,357 1,018,098,357    
b PROGRAM SVC REVENUE 621110 174,444,992 174,444,992    
c WASHINGTON UNIV OTHER 531190 10,361,776 10,361,776    
d PROGRAM RENTAL SERVICE 531190 1,394,360 1,394,360    
e BILLING REVENUE 541900 169,128 169,128    
f All other program service revenue. -5,444,569 -5,444,569    
g Total. Add lines 2a–2f ..... 1,199,024,044
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 159,841,424   -38,987,891 198,829,315
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 265,963  
b Less: rental expenses 6b 0  
c Rental income or (loss) 6c 265,963  
d Net rental income or (loss)....... 265,963     265,963
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 4,973,396,434 2,815
b Less: cost or other basis and sales expenses 7b 4,490,490,358 23,970
c Gain or (loss) 7c 482,906,076 -21,155
d Net gain or (loss)......... 482,884,921     482,884,921
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
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 EMPLOYEE PHARMACY 456110 85,333,936     85,333,936
b ADMIN PURCH SERV 561000 16,253,161     16,253,161
c CLIN ENG & TRAIN REV 611430 6,252,277   6,252,277  
d All other revenue .... 87,835,946   -1,528,501 89,364,447
e Total. Add lines 11a–11d ...... 195,675,320
12 Total revenue. See instructions..... 2,042,365,571 1,199,024,044 -34,264,115 872,931,743
Form 990 (2024)
Form 990 (2024)
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 .... 7,670,973 7,670,973
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 58,200 58,200
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 ........... 37,481,803 1,658,527 35,823,276  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 578,597,432 454,705,756 123,891,676  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 30,458,665 24,416,230 6,042,435  
9 Other employee benefits ....... 72,727,262 57,595,096 15,132,166  
10 Payroll taxes ........... 39,470,191 30,037,573 9,432,618  
11 Fees for services (non-employees):        
a Management ...... 393,234 105,413 287,821  
b Legal ......... 3,570,926   3,570,926  
c Accounting ........... 1,128,256   1,128,256  
d Lobbying ........... 432,766   432,766  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 50,237,000   50,237,000  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 407,537,034 374,523,301 33,013,733  
12 Advertising and promotion .... 7,072,281 548,543 6,523,738  
13 Office expenses ....... 8,966,020 7,798,935 1,167,085  
14 Information technology ...... 94,599,051 56,598,523 38,000,528  
15 Royalties ..        
16 Occupancy ........... 50,167,677 43,217,844 6,949,833  
17 Travel ............ 2,841,424 2,282,240 559,184  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,746,847 1,142,267 604,580  
20 Interest ........... 5,448,096   5,448,096  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 17,575,112 17,490,357 84,755  
23 Insurance ... 10,118,357 10,118,357    
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 95,026,117 95,026,117 0  
b REPAIRS AND MAINTENANCE 91,440,629 73,832,771 17,607,858  
c BANK FEES 6,067,544 5,935,152 132,392  
d RECRUITMENT 4,349,185 897,216 3,451,969  
e All other expenses 50,494,028 12,326,419 38,167,609  
25 Total functional expenses. Add lines 1 through 24e 1,675,676,110 1,277,985,810 397,690,300 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
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 ........ -2,706 1 -13,659
2 Savings and temporary cash investments ......... 119,699,991 2 215,599,536
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 9,916,737 4 10,966,909
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 .......
2,647,062 5 2,724,401
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) ...
  6  
7 Notes and loans receivable, net ........... 6,440,534 7 8,973,416
8 Inventories for sale or use ............ 50,519,028 8 50,029,474
9 Prepaid expenses and deferred charges ...... 73,287,239 9 90,525,784
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 555,442,783
b Less: accumulated depreciation 10b 196,114,183 256,404,299 10c 359,328,600
11 Investments—publicly traded securities . 2,418,935,473 11 2,331,346,263
12 Investments—other securities. See Part IV, line 11 ..... 3,939,287,238 12 4,379,734,299
13 Investments—program-related. See Part IV, line 11 .. 67,422,157 13 86,677,400
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 236,105,252 15 256,559,317
16 Total assets. Add lines 1 through 15 (must equal line 33)... 7,180,662,304 16 7,792,451,740
Liabilities 17 Accounts payable and accrued expenses ..... 441,329,652 17 547,395,016
18 Grants payable ...   18  
19 Deferred revenue ......... 1,379,746 19 514,680
20 Tax-exempt bond liabilities ......... 2,158,604,534 20 2,119,679,289
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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 861,278,440 25 1,217,777,433
26 Total liabilities. Add lines 17 through 25.. 3,462,592,372 26 3,885,366,418
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 .......... 3,717,827,884 27 3,906,737,977
28 Net assets with donor restrictions ........... 242,048 28 347,345
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 ........... 3,718,069,932 32 3,907,085,322
33 Total liabilities and net assets/fund balances ........ 7,180,662,304 33 7,792,451,740
Form 990 (2024)
Form 990 (2024)
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
2,042,365,571
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,675,676,110
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
366,689,461
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
3,718,069,932
5
Net unrealized gains (losses) on investments ...............
5
-105,788,691
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
-71,885,380
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
3,907,085,322
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 (2024)
Form 990 (2024)
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
2024
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number

43-1617558
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 ...............................3
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) BARNES-JEWISH HOSPITAL
  		237309937 3 Yes   536,506,833 0
(B) MISSOURI BAPTIST MEDICAL CENTER
  		430652656 3 Yes   159,819,485 0
(C) ST LOUIS CHILDREN'S HOSPITAL
  		430654870 3 Yes   178,763,418 0
Total
3
 875,089,736 0
For Paperwork Reduction Act Notice, see the Instructions for
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.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (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.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (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 ........................................right arrow
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 .......................right arrow
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 ..................... right arrow
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 ............ right arrow
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 ............ 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) 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.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (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.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (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................................................. 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-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 ....... right arrow
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 ..... 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) 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.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer 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
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
Yes
 
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
 
No
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
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined 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
 
No
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
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 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
 
No
b
A family member of a person described on 11a above?
11b
 
No
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
 
No
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
Yes
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
Yes
 
3
By reason of the relationship described in 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
Yes
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer 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
Yes
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
Yes
 
Schedule A (Form 990) 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
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 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
SECTION A, LINE 6 DURING 2024, BJC HEALTH SYSTEM (BJC) PROVIDED GRANTS OR ALLOCATIONS TO OTHER ORGANIZATIONS AND COMMUNITY GROUPS ON BEHALF OF ITS SUPPORTED ORGANIZATIONS. THE PURPOSE OF THESE GRANTS WERE TO FURTHER THE CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE SUPPORTED ORGANIZATIONS AND TO PROMOTE AND SUPPORT THE INTERESTS AND PURPOSES OF THOSE SUPPORTED ORGANIZATIONS SPECIFIED IN BJC'S ORGANIZING DOCUMENTS. THESE GRANTS AND ALLOCATIONS WERE INSIGNIFICANT IN RELATION TO BJC HEALTH SYSTEM'S OVERALL ACTIVITIES.
SECTION D, LINE 3 BJC MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH ITS SPECIFIED 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 SPECIFIED 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 SUBORDINATE HOSPITAL OPERATIONS.
SECTION E, LINE 3A AS SOLE MEMBER OF ITS SUPPORTED ORGANIZATIONS, BJC HEALTH SYSTEM 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 BJC HEALTH SYSTEM.
SECTION E, LINE 3B BJC HEALTH SYSTEM (BJC) EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. BJC REQUIRES THAT EACH SUPPORTED ORGANIZATION ADOPT ITS STANDARD CONFLICT OF INTEREST, WHISTLEBLOWER, DOCUMENT RETENTION, INVESTMENT AND OTHER POLICIES. BJC APPROVES THE OPERATIONAL AND FISCAL BUDGET FOR EACH OF ITS SUPPORTED ORGANIZATIONS AND PROVIDES ADMINISTRATIVE OVERSIGHT FOR HOSPITAL PROGRAMS AND CAPITAL PROJECTS.
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number

43-1617558
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE 		Employer identification number
43-1617558
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE 		Employer identification number

43-1617558
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE 		Employer identification number

43-1617558
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
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
2024
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
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number

43-1617558
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) 2024

Schedule C (Form 990) 2024
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) 2021 (b) 2022 (c) 2023 (d) 2024 (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) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
432,766
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
432,766
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: BJC GOVERNMENT RELATIONS DEPARTMENT EXPENSES INCLUDE RESOURCES DEDICATED TO TRACKING LEGISLATION THAT MAY ADVERSELY IMPACT THE FILING ORGANIZATION. INDIRECT ALLOCATION OF EXPENSES INCLUDE RELEVANT PORTION OF LOBBYING ACTIVITIES WITH DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS OR A LEGISLATIVE BODY. EXPENSES ALSO INCLUDE EDUCATIONAL SEMINARS FOR BJC EMPLOYEES REGARDING IMPORTANT HEALTHCARE LEGISLATIVE MATTERS.
Schedule C (Form 990) 2024


Additional Data


Software ID:  
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
Open to Public Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number

43-1617558
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   25,345,005 25,345,005
b Buildings ....   51,591,699 21,306,387 30,285,312
c Leasehold improvements   26,678,453 20,970,121 5,708,332
d Equipment ....   167,449,590 134,388,842 33,060,748
e Other .....   284,378,036 19,448,833 264,929,203
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 359,328,600
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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) PRIVATE EQUITY FUNDS		 1,392,347,273 F

(B) HEDGE FUNDS		 1,388,423,473 F

(C) REAL ESTATE FUNDS		 842,658,073 F

(D) OTHER		 756,305,480 F
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 4,379,734,299
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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
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  
INTEREST RATE SWAPS 5,000,252
PENSION LIABILITY 441,033,735
OTHER CURRENT LIAB 43,185,536
OTHER LONG TERM LIABILITIES 79,150,086
SELF FUNDED MALPR 141,709,497
INTEREST PAYABLE 22,539,895
DEFERRED COMPENSATION PAYABLE 79,712,716
RELATED PARTY LIABILITY 67,694,386
AFFLILATION PAYMENT 284,410,675
LONG TERM OPERATING LEASE 50,340,655
PAYABLE SECURITY LENDING PROGRAM 3,000,000
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 1,217,777,433
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 X, LINE 2: THE AUTHORITATIVE GUIDANCE IN ASC 740, INCOME TAXES, CREATES A SINGLE MODEL TO ADDRESS UNCERTAINTY IN TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS OF THIS GUIDANCE, TAX-EXEMPT ORGANIZATIONS COULD BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF A TAX POSITION THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. BJC HAS NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number

43-1617558
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
CENTRAL AMERICA/CARIBBEAN 1 0 INVESTMENTS   2,531,304,684
CENTRAL AMERICA/CARIBBEAN 1 0 PROGRAM EXPENDITURES PROGRAM ADMIN EXPENSES RELATED TO ATG ASSURANCE COMPANY LTD. INCLUDES EXPENSES INCURRED WHILE CONDUCTING ACTIVITIES OF THIS WHOLLY OWNED CAPTIVE INSURANCE COMPANY. ALSO INCLUDES OTHER PROGRAM SERVICES EXPENSES. 2,576,682
EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS   58,309
EUROPE 0 0 INVESTMENTS   769,998,726
EUROPE 0 0 PROGRAM EXPENDITURES PROGRAM SERVICES EXPENSES INCLUDING CLINICAL EXCELLENCE, HEALTHCARE EQUIPMENT AND SUPPLY PURCHASES. 198,873
NORTH AMERICA 0 0 INVESTMENTS   76,240,709
NORTH AMERICA 0 0 PROGRAM EXPENDITURES PROGRAM SERVICES EXPENSES INCLUDING HEALTHCARE CLINICAL EQUIPMENT AND SUPPLY PURCHASES. 1,369,296
SOUTH ASIA 0 0 PROGRAM EXPENDITURES PROGRAM SERVICES EXPENSES INCLUDING CUSTOMER TECHNOLOGY SUPPORT CENTER 18,530,191
EAST ASIA AND THE PACIFIC 0 0 PROGRAM EXPENDITURES PROGRAM SERVICES EXPENSES FOR HEALTHCARE SUPPLIES 10,750
EUROPE 0 0 INVESTMENT EXPENDITURES   9,804
           
           
           
           
           
           
           
3a Sub-total .... 2 0 3,400,277,470
b Total from continuation sheets to Part I ... 0 0 20,554
c Totals (add lines 3a and 3b) 2 0 3,400,298,024
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
METHOD OF ACCOUNTING USED BY REGION CENTRAL AMERICA & THE CARIBBEAN - ACCRUAL METHOD OF ACCOUNTING EUROPE - ACCRUAL METHOD OF ACCOUNTING NORTH AMERICA - ACCRUAL METHOD OF ACOUNTING EAST ASIA & THE PACIFIC - ACCRUAL METHOD OF ACOUNTING SOUTH ASIA - ACCRUAL METHOD OF ACOUNTING
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
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
2024
Open to Public Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number

43-1617558
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) . . . 		  6 8,795 0 8,795 0 %
b Medicaid (from Worksheet 3, column a) . . . . .   623 13,016,764 10,419,938 2,596,826 0.150 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .   629 13,025,559 10,419,938 2,605,621 0.150 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).            
f Health professions education (from Worksheet 5) . . .            
g Subsidized health services (from Worksheet 6) . . . .            
h Research (from Worksheet 7) .            
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .            
j Total. Other Benefits . .            
k Total. Add lines 7d and 7j .   629 13,025,559 10,419,938 2,605,621 0.150 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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            
4 Environmental improvements            
5 Leadership development and
training for community members		            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
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
1,708,775
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
0
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
35,490,998
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
29,208,997
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
6,282,001
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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 REHABILITATION INST OF ST LOUIS
4455 DUNCAN AVENUE
SAINT LOUIS,MO63110
ENCOMPASSHEALTH.COM/REHABINSTITUTESTL
467
BJC HEALTH SYSTEM (PARTNER)
431617558 		X               50% OWNERSHIP  
2 REHABILITATION INST OF SO ILLINOIS
FRANK SCOTT PKWY EAST
SHILOH,IL62269
ENCOMPASSHEALTH.COM/LOCATIONS/SHILOHRE
0006270
BJC HEALTH SYSTEM (PARTNER)
431617558 		X               50% OWNERSHIP  
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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)
REHABILITATION INST OF ST LOUIS LLC
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 22
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   No
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): SEE LINE 7D
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) 2024
Schedule H (Form 990) 2024
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
REHABILITATION INST OF ST LOUIS LLC
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 Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%
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 Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
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
SEE SECTION C
b
SEE SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
REHABILITATION INST OF ST LOUIS LLC
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) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
REHABILITATION INST OF ST LOUIS LLC
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) 2024
Schedule H (Form 990) 2024
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)
REHABILITATION INST OF SO ILLINOIS LLC
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 23
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   No
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 23
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE LINE 7D
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) 2024
Schedule H (Form 990) 2024
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
REHABILITATION INST OF SO ILLINOIS LLC
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 Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%
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 Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
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
SEE SECTION C
b
SEE SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
REHABILITATION INST OF SO ILLINOIS LLC
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) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
REHABILITATION INST OF SO ILLINOIS LLC
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) 2024
Schedule H (Form 990) 2024
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
REHABILITATION INST OF ST. LOUIS LLC PART V, SECTION B, LINE 5: THE REHABILITATION INSTITUTE OF ST. LOUIS, LLC (TRISL) CONDUCTED ITS 2022 ASSESSMENT IN TWO PHASES. IN THE PAST, COMMUNITY STAKEHOLDER HEALTH NEEDS ASSESSMENTS WERE CONDUCTED IN PERSON VIA A MODERATED DISCUSSION. DUE TO COVID-19, BJC HEALTHCARE, ALONG WITH COLLABORATIVE HEALTH SYSTEM AND HOSPITAL PARTNERS, CONDUCTED AN ONLINE SURVEY FOR THE SAFETY OF COMMUNITY STAKEHOLDERS BEGINNING ON JUNE 7, 2022. THE SURVEY PROVIDED STAKEHOLDERS AN OPPORTUNITY TO RANK COMMUNITY HEALTH NEEDS COMPILED BY THESE PARTNERS. DURING PHASE TWO, FINDINGS FROM THE STAKEHOLDER SURVEY WERE REVIEWED AND ANALYZED BY AN INTERNAL HOSPITAL WORK GROUP OF CLINICAL AND NON-CLINICAL STAFF. USING MULTIPLE SOURCES, INCLUDING CONDUENT HEALTHY COMMUNITIES INSTITUTE, A SECONDARY DATA ANALYSIS WAS CONDUCTED TO FURTHER ASSESS THE IDENTIFIED NEEDS. THIS DATA ANALYSIS IDENTIFIED SOME UNIQUE HEALTH DISPARITIES AND TRENDS EVIDENT IN ST. LOUIS CITY, ST. LOUIS COUNTY AND ST. CHARLES COUNTY WHEN COMPARED AGAINST DATA FROM THE STATE OF MISSOURI. FOCUS GROUP PARTICIPANTS INCLUDED PARTICIPANTS REPRESENTING:- GATEWAY APOTHECARY (PIC) IN ST. LOUIS- ABC BRIGATE (PRESIDENT) IN ST. LOUIS- VOCATIONAL REHABILITATION (COUNSELOR II) IN ST. LOUIS- SOUTHERN BUS AND MOBILITY (MOBILITY SYSTEM SPECIALIST) IN ST. LOUIS- ST. PATRICK'S CENTER (SENIOR DIR OF PROGRAMS) IN ST. LOUIS- NATIONAL MULTIPLE SCLEROSIS SOCIETY (DIRECTOR) IN ST. LOUIS- PARAQUAD (SENIOR DIRECTOR) IN ST. LOUIS - ORTHWEIN CENTER AT PARQUAD (DIRECTOR) IN ST. LOUIS
REHABILITATION INST OF SO ILLINOIS LLC PART V, SECTION B, LINE 5: THE REHABILITATION INSTITUTE OF SOUTHERN ILLINOIS TRISI) COMPLETED ITS FIRST CHNA IN 2023. PLANS CALL FOR ITS SECOND CHNA TO BE COMPLETED IN DECEMBER 2025 TO ALIGN WITH THE SCHEDULE OF THE OTHER ILLINOIS BJC HEALTHCARE HOSPITALS. AS PART OF THIS ASSESSMENT, EACH HOSPITAL IS REQUIRED TO DEFINE ITS COMMUNITY. ONCE THE COMMUNITY IS DEFINED, INPUT MUST BE SOLICITED FROM THOSE WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITAL, AS WELL AS THOSE WHO HAVE SPECIAL KNOWLEDGE AND EXPERTISE IN THE AREA OF PUBLIC HEALTH. THIS PROCESS OCCURRED IN TWO PHASES. IN THE PAST, COMMUNITY STAKEHOLDER HEALTH NEEDS ASSESSMENTS WERE CONDUCTED IN PERSON VIA A MODERATED DISCUSSION. DUE TO COVID-19, BJC HEALTHCARE, ALONG WITH COLLABORATIVE HEALTH SYSTEM AND HOSPITAL PARTNERS, CONDUCTED AN ONLINE SURVEY FOR THE SAFETY OF COMMUNITY STAKEHOLDERS. THE SURVEY PROVIDED STAKEHOLDERS AN OPPORTUNITY TO RANK COMMUNITY HEALTH NEEDS COMPILED BY THESE PARTNERS. DURING PHASE TWO, FINDINGS FROM THE STAKEHOLDER SURVEY WERE REVIEWED AND ANALYZED BY AN INTERNAL HOSPITAL WORK GROUP OF CLINICAL AND NON-CLINICAL STAFF. USING MULTIPLE SOURCES, INCLUDING CONDUENT HEALTHY COMMUNITIES INSTITUTE, A SECONDARY DATA ANALYSIS WAS CONDUCTED TO FURTHER ASSESS THE IDENTIFIED NEEDS. THIS ANALYSIS IDENTIFIED UNIQUE HEALTH DISPARITIES AND TRENDS EVIDENT IN ST. CLAIR COUNTY WHEN COMPARED TO THE STATE OF ILLINOIS. STAKEHOLDER GROUP PARTICIPANTS INCLUDED INDIVIDUALS REPRESENTING: - O'FALLON-SHILOH CHAMBER OF COMMERCE (PRESIDENT/CEO) IN SHILOH, IL - COMMUNITY VOLUNTEER IN BELLEVILLE, IL - RED BUD REGIONAL HOME CARE (ACCT EXEC) IN RED BUD, IL - SOUTHWESTERN IL COLLEGE #522 PROGRAMS AND SERVICES FOR OLDER PERSONS (MANAGER) IN BELLEVILLE, IL - FAMILY HOSPICE OF BELLEVILLE (EXEC DIR) IN BELLEVILLE, IL - MEMORIAL CARE CENTER (ADMINISTRATOR) IN BELLEVILLE, IL - CITY OF O'FALLON (CITY ADMINISTRATOR) IN O'FALLON, IL - ST. CLAIR COUNTY REGIONAL OFFICE OF ED #50 (REG SUPERINTENDENT) IN BELLEVILLE, IL - CARITAS FAMILY SOLUTIONS (DIRECTOR OF PHILANTHROPY) IN SHILOH, IL - ST CLAIR DRUG PREVENTION ALLIANCE (ALLIANCE LEAD) IN BELLEVILLE, IL - AGESMART COMMUNITY RESOURCES (CEO) IN O'FALLON, IL - HEALTHIER TOGETHER (EXEC DIR) IN BELLEVILLE, IL - HOSPICE OF SOUTHERN ILLINOIS (COMMUNITY ED DIR) IN BELLEVILLE, IL - ST. CLAIR COUNTY MENTAL HEALTH BOARD (EXEC DIR) IN BELLEVILLE, IL - GREATER BELLEVILLE CHAMBER OF COMMERCE (MANAGER) IN BELLEVILLE, IL - ABBOTT EMS( ACCOUNT EXEC) IN BELLEVILLE, IL - MEMORIAL HOSPITAL - BELLEVILLE (MGR SPIRITUAL CARE) IN BELLEVILLE, IL - BEACON MINISTRY (PROG DIR) IN BELLEVILLE, IL - ADAPT HEALTH (ACCT REP) IN BELLEVILLE, IL - SIHF HEALTHCARE (GRANTS DIRECTOR) IN SAUGET, IL - SSM HEALTH DAY INSTITUTE IN (CASE MGR) O'FALLON, IL
REHABILITATION INST OF ST. LOUIS LLC PART V, SECTION B, LINE 7D: (THE) REHABILITATION INSTITUTE OF ST. LOUIS MO LICENSE NO. 467HTTPS://EDGE.SITECORECLOUD.IO/ENCOMPASSHEE178-ENCOMPASSHED9DB-PRODB258-07DA/MEDIA/PROJECT/ENCOMPASSHEALTH/ENCOMPASSHEALTH/LOCATIONS/REHABINSTITUTESTL-03015900/FILES/2022-TRISL-CHNA--IMPLEMENTATION-STRATEGY---FINAL.PDF
REHABILITATION INST OF SO ILLINOIS LLC PART V, SECTION B, LINE 7D: (THE) REHABILITATION INSTITUTE OF SOUTHERN ILLINOIS IL LICENSE NO. 0006270HTTPS://EDGE.SITECORECLOUD.IO/ENCOMPASSHEE178-ENCOMPASSHED9DB-PRODB258-07DA/MEDIA/PROJECT/ENCOMPASSHEALTH/ENCOMPASSHEALTH/LOCATIONS/SHILOHREHAB-03025200/FILES/2023-REHAB-INSTITUTE-SIL-CHNA--IMPLEMENTATION-STRATEGY-PDF.PDF
REHABILITATION INST OF ST. LOUIS LLC PART V, SECTION B, LINE 11: AT THE CONCLUSION OF THE COMPREHENSIVE ASSESSMENT PROCESS, TRISL IDENTIFIED ONE HEALTH NEED WHERE FOCUS IS MOST NEEDED TO IMPROVE THE FUTURE HEALTH OF THE COMMUNITY IT SERVES: 1) STROKE EDUCATION AND PREVENTION. SEE LINK TO THE CHNA AND IMPLEMENTATION PLAN ON HOSPITAL'S WEBSITE WHICH MORE ACCURATELY DESCRIBE HOW THESE HEALTH NEEDS ARE BEING ADDRESSED IN THE CURRENT TAX YEAR.WHILE THE FOLLOWING NEEDS ARE IMPORTANT TO THE HOSPITAL AND ITS COMMUNITY, THEY ARE NOT INCLUDED IN THE IMPLEMENTATION PLAN. TRISL PERSONNEL WILL CONTINUE TO PARTNER WITH COMMUNITY GROUPS LISTED IN THE IMPLEMENTATION PLAN FOR MEETING THE FOLLOWING COMMUNITY NEEDS: ACCIDENTS/INJURIES; COGNITIVE DECLINE/DEMENTIA; MENTAL HEALTH; OBESITY; DIABETES; HIGH BLOOD PRESSURE; IMMUNIZATIONS & INFECTIOUS DISEASE PROGRAMS; OBESITY; RESPIRATORY DIAGNOSIS. TRISL WILL NOT PLAN TO ADDRESS OTHER COMMUNITY NEEDS SUCH AS VAPING; TOBACCO ABUSE; ALCOHOL ABUSE; AND DRUG ABUSE.
REHABILITATION INST OF SO ILLINOIS LLC PART V, SECTION B, LINE 11: AT THE CONCLUSION OF THE COMPREHENSIVE ASSESSMENT PROCESS, TRISI IDENTIFIED ONE HEALTH NEED WHERE FOCUS IS MOST NEEDED TO IMPROVE THE FUTURE HEALTH OF THE COMMUNITY IT SERVES: 1) STROKE EDUCATION AND PREVENTION. SEE LINK TO THE CHNA AND IMPLEMENTATION PLAN ON HOSPITAL'S WEBSITE WHICH MORE ACCURATELY DESCRIBE HOW THESE HEALTH NEEDS ARE BEING ADDRESSED IN THE CURRENT TAX YEAR.WHILE THE FOLLOWING NEEDS ARE IMPORTANT TO THE HOSPITAL AND ITS COMMUNITY, THEY ARE NOT INCLUDED IN THE IMPLEMENTATION PLAN. TRISI PERSONNEL WILL CONTINUE TO PARTNER WITH COMMUNITY GROUPS LISTED IN THE IMPLEMENTATION PLAN FOR MEETING THE FOLLOWING COMMUNITY NEEDS: ACCIDENTS/INJURIES; COGNITIVE DECLINE/DEMENTIA; MENTAL HEALTH; OBESITY; DIABETES; HEART HEALTH; HIGH BLOOD PRESSURE; IMMUNIZATIONS & INFECTIOUS DISEASE PROGRAMS; OBESITY; RESPIRATORY DIAGNOSIS. TRISI WILL NOT PLAN TO ADDRESS OTHER COMMUNITY NEEDS SUCH AS VAPING; TOBACCO ABUSE; ALCOHOL ABUSE; AND DRUG ABUSE.
REHABILITATION INST OF ST. LOUIS LLC PART V, SECTION B, LINE 13H: WHEN A PATIENT DOES NOT QUALIFY FOR FINANCIAL ASSISTANCE UNDER THIS POLICY BUT HAS SPECIAL CIRCUMSTANCES, OTHER DISCOUNTS MAY BE AVAILABLE THAT ARE NOT PART OF THIS FINANCIAL ASSISTANCE POLICY. IN THESE SITUATIONS, HOSPITAL STAFF WILL REVIEW ALL AVAILABLE INFORMATION (INCLUDING DOCUMENTATION OF INCOME, LIQUID AND ILLIQUID ASSETS, AND OTHER RESOURCES, AMOUNT OF OUTSTANDING MEDICAL BILLS AND OTHER FINANCIAL OBLIGATIONS) AND MAKE A CASE-BY-CASE DETERMINATION OF THE PATIENT'S ELIGIBILITY FOR OTHER POTENTIAL DISCOUNTS.
REHABILITATION INST OF SO ILLINOIS LLC PART V, SECTION B, LINE 13H: WHEN A PATIENT DOES NOT QUALIFY FOR FINANCIAL ASSISTANCE UNDER THIS POLICY BUT HAS SPECIAL CIRCUMSTANCES, OTHER DISCOUNTS MAY BE AVAILABLE THAT ARE NOT PART OF THIS FINANCIAL ASSISTANCE POLICY. IN THESE SITUATIONS, HOSPITAL STAFF WILL REVIEW ALL AVAILABLE INFORMATION (INCLUDING DOCUMENTATION OF INCOME, LIQUID AND ILLIQUID ASSETS, AND OTHER RESOURCES, AMOUNT OF OUTSTANDING MEDICAL BILLS AND OTHER FINANCIAL OBLIGATIONS) AND MAKE A CASE-BY-CASE DETERMINATION OF THE PATIENT'S ELIGIBILITY FOR OTHER POTENTIAL DISCOUNTS.
REHABILITATION INST OF ST. LOUIS LLC PART V, SECTION B, LINE 16J: LINES 16 A-C SEE HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/REHAB-INSTITUTE-STL/FINANCIAL-INFORMATION
REHABILITATION INST OF SO ILLINOIS LLC PART V, SECTION B, LINE 16J: LINES 16 A-C SEE HTTPS://WWW.ENCOMPASSHEALTH.COM/LOCATIONS/SHILOH-REHAB/FINANCIAL-INFORMATION
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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?2
Name and address Type of Facility (describe)
1 1 - BJC HEALTH SYSTEM
4901 FOREST PARK AVE
ST LOUIS,MO63108 		ADMINISTRATIVE OFFICES
2 2 - THE REHAB INST OF ST LOUIS - WEST COUNTY
998 WOODS MILL ROAD
BALLWIN,MO63011 		MEDICAL REHABILITATION SERVICES
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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 3C: BJC JOINT VENTURE REHABILITATION HOSPITALS (HOSPITALS) PROVIDE EMERGENCY AND OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL PATIENTS SEEKING SUCH CARE, REGARDLESS OF ABILITY TO PAY OR TO QUALIFY FOR FINANCIAL ASSISTANCE. THESE SERVICES ARE PROVIDED TO PATIENTS WHO LIVE IN MISSOURI AND ILLINOIS REGARDLESS OF RACE, COLOR, CREED OR GENDER AND WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. PATIENTS WHO MEET CERTAIN FINANCIAL CRITERIA BASED UPON INCOME AND FAMILY SIZE MAY QUALIFY FOR FINANCIAL ASSISTANCE, INCLUDING REDUCED HOSPITAL CHARGES AND LONG-TERM, INTEREST FREE PAYMENT PLANS. PURSUANT TO ITS FINANCIAL ASSISTANCE POLICY (FAP), BJC JOINT VENTURE HOSPITALS WILL PROVIDE FINANCIAL ASSISTANCE OF 100% OF THE PATIENT'S RESPONSIBILITY WHEN FAMILY INCOME IS AT OR BELOW 200% OF THE YEARLY FEDERAL POVERTY LEVEL (FPL). A DISCOUNTED FEE SCHEDULE IS AVAILABLE FROM 201% TO 400% OF THE FPL. FINANCIAL ASSISTANCE DOES NOT APPLY TO AMOUNTS THAT ARE COVERED BY INSURANCE, GOVERNMENT PROGRAMS, OR OTHER FUNDING SOURCES AS DETAILED IN THE FINANCIAL ASSISTANCE POLICY. A PATIENT WHO MAY NOT QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE FAP BUT HAS SPECIAL CIRCUMSTANCES, MAY QUALIFY FOR OTHER DISCOUNTS. IN THESE SITUATIONS, HOSPITAL STAFF WILL REVIEW AVAILABLE INFORMATION (DOCUMENTATION OF INCOME, LIQUID AND ILLIQUID ASSETS, OTHER RESOURCES, AMOUNT OF OUTSTANDING MEDICAL BILLS AND OTHER FINANCIAL OBLIGATIONS) AND MAKE A CASE-BY-CASE DETERMINATION OF THE PATIENT'S ELIGIBILITY FOR OTHER POTENTIAL DISCOUNTS.
PART I, LINE 6A: BJC HEALTH SYSTEM (EIN 43-1617558) PREPARES A WRITTEN ANNUAL COMMUNITY BENEFIT REPORT ON BEHALF OF ALL HOSPITALS WHICH DESCRIBES PROGRAMS AND SERVICES THAT PROMOTE THE HEALTH OF THE COMMUNITIES SERVED BY BJC HOSPITALS AND HOSPITAL SERVICES ORGANIZATIONS. THE COMMUNITY BENEFIT REPORT (REPORT) FOR BJC PROVIDES VALUABLE INFORMATION ON PROGRAMS AND SERVICES PROVIDED BY THE MEMBER HOSPITALS INCLUDED IN THE BJC HEALTH SYSTEM GROUP RETURN FORM 990 AND ALSO JOINT VENTURE HOSPITALS INCLUDED IN BJC HEALTH SYSTEM FORM 990. BJC MAKES THE REPORT AVAILABLE TO THE GENERAL PUBLIC VIA ITS WEBSITE AT WWW.BJC.ORG AND VIA A LINK ON ALL BJC HOSPITAL WEBSITES. THE REPORT IS ALSO DISTRIBUTED VIA MAILINGS TO COMMUNITY MEMBERS IN MISSOURI AND ILLINOIS, CIVIC LEADERS AND VARIOUS OTHER INTEREST GROUPS. UPDATES ARE POSTED ON THE BJC WEBSITE AS INFORMATION BECOMES AVAILABLE.
PART I, LINE 7: THE COST OF FINANCIAL ASSISTANCE INCLUDES FREE OR DISCOUNTED HEALTH SERVICES PROVIDED TO PERSONS WHO MEET THE CRITERIA DESCRIBED IN THE FINANCIAL ASSISTANCE POLICY (SEE SCHEDULE H, PART I, LINE 3C ABOVE). FINANCIAL ASSISTANCE IS DEFINED AS THE COSTS IN EXCESS OF PAYMENTS (UNCOMPENSATED COSTS) ON ACCOUNTS WRITTEN OFF AS FINANCIAL ASSISTANCE IN THE CURRENT YEAR. ONCE A PATIENT IS DETERMINED TO QUALIFY FOR FINANCIAL ASSISTANCE, THE ENTIRE COST (OR A PORTION OF THE QUALIFYING AMOUNT) OF THE ACCOUNT IS CLASSIFIED AS FINANCIAL ASSISTANCE. HOSPITALS UTILIZED A COST TO CHARGE RATIO DERIVED FROM WORKSHEET 2 TO DETERMINE THE COSTS OF THE FINANCIAL ASSISTANCE ACCOUNTS. ANY PAYMENTS RECEIVED ARE THEN NETTED AGAINST THE COST OF THE ACCOUNT AS DIRECT OFFSETTING REVENUE TO DETERMINE THE UNCOMPENSATED COSTS.IN ADDITION TO TOTAL FUNCTIONAL EXPENSES REPORTED ON FORM 990, PART IX, LINE 25, COLUMN (A), THE ALLOCABLE SHARE OF EXPENSES (LESS THE ALLOCABLE SHARE OF BAD DEBTS) FROM 50% OWNED JOINT VENTURE HOSPITALS HAVE BEEN ADDED TO THE DENOMINATOR WHEN CALCULATING THE PERCENT OF TOTAL EXPENSE CONSIDERED THE NET COMMUNITY BENEFIT EXPENSE AND REPORTED IN PART I, LINE 7, COLUMN (F). TOTAL EXPENSES USED WHEN CALCULATING LINE 7, COL (F) PERCENTAGES = $ 1,722,347,754 WHICH EXCLUDES THE ALLOCABLE SHARE OF JOINT VENTURE BAD DEBT EXPENSES OF $ 777,138 FOR 2024.
PART II, COMMUNITY BUILDING ACTIVITIES: N/A
PART III, LINE 2: NET PATIENT SERVICE REVENUE, NET OF CONTRACTUAL ALLOWANCES AND DISCOUNTS, IS REDUCED BY THE PROVISION FOR UNCOLLECTIBLE ACCOUNTS, AND NET PATIENT ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. THESE AMOUNTS ARE BASED PRIMARILY ON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED WRITE-OFFS AND NET COLLECTIONS, ALONG WITH THE AGING STATUS FOR EACH MAJOR PAYOR SOURCE. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. BASED ON HISTORICAL EXPERIENCE, A PORTION OF SELF-PAY PATIENTS WHO DO NOT QUALIFY FOR CHARITY CARE WILL BE UNABLE OR UNWILLING TO PAY FOR THE SERVICES PROVIDED, THUS, A PROVISION IS RECORDED FOR UNCOLLECTIBLE ACCOUNTS IN THE PERIOD SERVICES ARE PROVIDED RELATED TO THESE PATIENTS. AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED, ACCOUNTS RECEIVABLE ARE WRITTEN OFF AND CHARGED AGAINST THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS. AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS RECORDED IN THE PERIOD OF SERVICE ON THE BASIS OF PAST EXPERIENCE. THESE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS AND ARE ADJUSTED AS NEEDED IN FUTURE PERIODS. SEE ALSO BJC GROUP FORM 990 FOR ADDITIONAL COMMUNITY BENEFIT INFORMATION INCLUDING DISCUSSION OF BAD DEBTS.
PART III, LINE 3: UNABLE TO ESTIMATE THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY FOR THE TAX YEAR BECAUSE DETAILED PATIENT APPLICATIONS WERE NOT AVAILABLE FOR REVIEW.
PART III, LINE 4: BJC HEALTHCARE (BJC) BAD DEBT EXPENSE IS INCLUDED IN THE PATIENT SERVICE REVENUE, OTHER OPERATING REVENUE AND UNCOMPENSATED CARE FOOTNOTE 3 TO ITS CONSOLIDATED FINANCIAL STATEMENTS WHICH BEGINS ON PAGE 18 OF THE CONSOLIDATED FINANCIAL STATEMENTS ATTACHED HERETO.
PART III, LINE 8: PATIENT LEVEL DETAIL DATA IS USED TO CALCULATE THE UNCOMPENSATED COST OF BAD DEBT AND FINANCIAL ASSISTANCE. ONCE AN ACCOUNT IS WRITTEN OFF TO BAD DEBT AND/OR FINANCIAL ASSISTANCE, THE ENTIRE COST OF THE ACCOUNT IS CLASSIFIED AS BAD DEBT AND ANY PAYMENTS RECEIVED ARE NETTED AGAINST THE COST OF THE ACCOUNT TO DETERMINE THE UNCOMPENSATED COSTS. UNCOMPENSATED COSTS PATIENT DETAIL CALCULATION: (GROSS CHARGES X COST TO CHARGE RATIO) LESS PAYMENTS RECEIVEDONLY THOSE PATIENT ACCOUNTS WITH UNCOMPENSATED COSTS (THOSE IN EXCESS OF PAYMENTS) ARE INCLUDED IN THE TOTAL COST OF BAD DEBT AND FINANCIAL ASSISTANCE ON SCHEDULE H. PATIENT ACCOUNTS WITH PAYMENTS IN EXCESS OF COSTS ARE NOT INCLUDED IN THE TOTAL COST OF BAD DEBT AND FINANCIAL ASSISTANCE. THE COST OF BAD DEBT AND FINANCIAL ASSISTANCE ON MEDICARE PATIENT ACCOUNTS IS INCLUDED IN THE TOTAL COST OF BAD DEBT AND FINANCIAL ASSISTANCE. MEDICARE SURPLUS (SHORTFALL) IS REPORTED SEPARATELY ON SCHEDULE H, HOWEVER, THE MEDICARE SHORTFALL (IF ANY) MAY BE CONSIDERED ADDITIONAL BENEFIT TO THE COMMUNITIES SERVED.
PART III, LINE 9B: BJC UNDERSTANDS THAT HEALTH CARE EXPENSES ARE OFTEN UNEXPECTED AND PAYING FOR SUCH SERVICES CAN BE OVERWHELMING. WE ARE COMMITTED TO IDENTIFYING PATIENTS WHO QUALIFY FOR ASSISTANCE AT THE EARLIEST OPPORTUNITY, TO HELPING THEM APPLY FOR PROGRAMS AND OTHER ASSISTANCE, AND TO WORKING OUT A FAIR WAY FOR PATIENTS TO PAY THEIR BILLS. BJC JOINT VENTURE HOSPITALS HAVE ADOPTED FINANCIAL ASSISTANCE POLICY THAT IS APPLIED UNIFORMLY TO BOTH HOSPITALS IN WHICH BJC PARTICIPATES AS 50% JOINT VENTURE PARTNER. INTERNAL DUE DILIGENCE PROCEDURES INCLUDE DETERMINING WHETHER THE RESPONSIBLE PARTY IS FINANCIALLY ABLE TO PAY FOR ALL OR A PORTION OF UNPAID BALANCES IN THE PATIENT ACCOUNT, OFFERING REPAYMENT UNDER NO INTEREST TERMS AND CONSIDERATION FOR FINANCIAL ASSISTANCE WHEN THE PATIENT DEMONSTRATES INABILITY TO PAY AMOUNTS DUE. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED ON INCOME AND FAMILY SIZE UTILIZING THE DEPARTMENT OF HEALTH AND HUMAN SERVICES ANNUAL POVERTY GUIDELINES PUBLISHED IN THE FEDERAL REGISTER. BJC JOINT VENTURE HOSPITALS HAVE ADOPTED A WRITTEN DEBT COLLECTION POLICY THAT IS APPLIED UNIFORMLY TO ALL HOSPITAL OPERATIONS. INTERNAL COLLECTION EFFORTS INCLUDE HOSPITAL MAILING OF ROUTINE BILLING STATEMENTS WHICH INCLUDE INFORMATION ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. COLLECTION PROCEDURES INCLUDE IDENTIFYING INDIVIDUALS WHO MAY QUALIFY FOR FINANCIAL ASSISTANCE, OFFERING SUCH INDIVIDUALS THE OPPORTUNITY TO COMPLETE APPLICATIONS FOR FINANCIAL ASSISTANCE, AND HELPING THE INDIVIDUALS COMPLETE THE APPLICATION FORMS. ONCE AN INDIVIDUAL OR RESPONSIBLE PARTY IS DEEMED FINANCIALLY UNABLE TO PAY SOME OR ALL OF THE OPEN BALANCE ON A PATIENT ACCOUNT, THE REMAINING BALANCE IS WRITTEN OFF AS UNCOLLECTIBLE. ONCE A FINAL DETERMINATION OF PATIENT'S BALANCE HAS BEEN MADE, A PATIENT'S STATEMENT WILL BE MAILED. HOSPITALS AND ANY THIRD PARTIES ACTING ON THEIR BEHALF WILL NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS (ECA) TO COLLECT PAYMENT FROM PATIENTS.
(THE) REHABILITATION INSTITUTE OF ST. LOUIS WEBSITE ADDRESS WWW.ENCOMPASSHEALTH.COM/REHABINSTITUTESTL
(THE) REHABILITATION INSTITUTE OF SOUTHERN ILLINOIS WEBSITE ADDRESS WWW.ENCOMPASSHEALTH.COM/LOCATIONS/SHILOHREHAB
PART VI, LINE 2: BJC JOINT VENTURE HOSPITALS USE RELIABLE, THIRD PARTY REPORTS, INCLUDING DATA FROM GOVERNMENT SOURCES TO ASSESS THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES. THESE REPORTS PROVIDE INFORMATION ABOUT KEY HEALTH, SOCIOECONOMIC AND DEMOGRAPHIC INDICATORS THAT POINT TO AREAS OF NEED AND INCLUDE BUT ARE NOT LIMITED TO REPORTS FROM:- LOCAL AND STATE DEPARTMENTS OF HEALTH- ST. LOUIS REGIONAL HEALTH COMMISSION- MISSOURI FOUNDATION FOR HEALTH- LOCAL GOVERNMENT PLANNING DEPARTMENTS- THE COMMONWEALTH FUND- U.S. CENSUS BUREAU- ECONOMIC IMPACT STUDIES- EAST WEST GATEWAY COUNCIL OF GOVERNMENTS (A RECOGNIZED METROPOLITAN PLANNING ORGANIZATION - MPO)
PART VI, LINE 3: THROUGH ITS JOINT VENTURE HOSPITALS, BJC EMPLOYS A VARIETY OF METHODS TO REACH PATIENTS WITH INFORMATION ABOUT FINANCIAL ASSISTANCE INCLUDING:- HOSPITAL WEB SITES POST INFORMATION ABOUT FINANCIAL ASSISTANCE AND PROVIDE INFORMATION ON HOW TO CONTACT A FINANCIAL ASSISTANCE REPRESENTATIVE- HOSPITALS DISPLAY PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE ON POSTERS IN ALL EMERGENCY, ADMITTING, OUTPATIENT AND CLINIC AREAS THAT INCLUDE A PHONE NUMBER TO CALL FOR FINANCIAL ASSISTANCE COUNSELING- HOSPITAL DEPARTMENTS THAT HAVE INITIAL CONTACT WITH INCOMING INPATIENTS AND OUTPATIENTS ARE SUPPLIED WITH BROCHURES ABOUT FINANCIAL ASSISTANCE FOR DISTRIBUTION TO PATIENTS AND FAMILY MEMBERS- HOSPITALS EMPLOY TRAINED FINANCIAL ASSISTANCE COUNSELORS WHO WORK INDIVIDUALLY WITH PATIENTS TO ASSESS FINANCIAL NEED AND RECOMMEND APPROPRIATE ASSISTANCE SUCH AS APPLICATION FOR FEDERAL AND/OR STATE PROGRAMS; QUALIFICATION FOR FINANCIAL ASSISTANCE; DETERMINATION OF AUTOMATIC DISCOUNTS AND/OR FURTHER REDUCTIONS IN CHARGES; AND SETTING UP LONG-TERM FINANCIAL ARRANGEMENTS.
PART VI, LINE 4: HOSPITALS HAVE THREE PRIMARY SERVICE AREAS. FIRST AND LARGEST IS THE ST. LOUIS METROPOLITAN STATISTICAL AREA, CONSISTING OF THE FOLLOWING COUNTIES: ST. LOUIS CITY, ST. LOUIS, ST. CHARLES, FRANKLIN, JEFFERSON, WARREN, AND LINCOLN IN MISSOURI, AND MADISON, ST. CLAIR, MONROE, JERSEY AND CLINTON IN ILLINOIS; POPULATION OF HOSPITAL'S PRIMARY SERVICE AREA = 4.5MHOSPITAL'S SECONDARY SERVICE AREA INCLUDE THE REMAINING COUNTIES IN MISSOURI, AND COUNTIES IN ILLINOIS SOUTH OF PEORIA. POPULATION OF HOSPITAL'S SECONDARY SERVICE AREA = 9.3M.
PART VI, LINE 5: BJC REHABILITATION HOSPITALS PROVIDE A FULL RANGE OF PRIMARY AND TERTIARY PATIENT CARE SERVICES AND PROVIDE EXTENSIVE SERVICES TO THE COMMUNITY THROUGH ITS INPATIENT REHABILITATION FACILITY SERVING ADULT AND GERIATRIC PATIENTS. HOSPITALS PROVIDE PHYSICIAN SERVICES, PHYSICIAL THERAPY, OCCUPATIONAL THERAPY, SPEECH-LANGUAGE PATHOLOGY, NURSING, RESPIRATORY CARE, PHARMACY, NUTRITION SERVICES, DIALYSIS SERVICES AND CASE MANAGEMENT. INDIVIDUALS ARE TREATED BY A PHYSICIAN-LED INTERDISCIPLINARY TEAM TO ACHIEVE THE GREATEST POTENTIAL FOR INDEPENDENCE AND RETURN HOME.
PART VI, LINE 6: BJC IS ONE OF THE LARGEST NONPROFIT HEALTH CARE ORGANIZATIONS IN THE UNITED STATES, DELIVERING SERVICES TO RESIDENTS PRIMARILY IN THE GREATER ST. LOUIS, SOUTHERN ILLINOIS AND MID-MISSOURI REGIONS. WITH NET REVENUE OF $10.7 BILLION, BJC SERVES URBAN, SUBURBAN AND RURAL COMMUNITIES THROUGH 22 HOSPITAL FACILITIES, 2 JOINT VENTURE REHABILITATION FACILITIES, AND MULTIPLE COMMUNITY HEALTH LOCATIONS. SERVICES INCLUDE INPATIENT AND OUTPATIENT CARE, PRIMARY CARE, COMMUNITY HEALTH AND WELLNESS, WORKPLACE HEALTH, HOME HEALTH, COMMUNITY MENTAL HEALTH, REHABILITATION, LONG-TERM CARE, AND HOSPICE.AS ONE OF THE LARGEST NONPROFIT HEALTH CARE DELIVERY ORGANIZATIONS IN THE COUNTRY, WE ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE AND COMMUNITIES WE SERVE THROUGH LEADERSHIP, EDUCATION, INNOVATION AND EXCELLENCE IN MEDICINE.BJC STRIVES TO BE THE NATIONAL MODEL AMONG HEALTH CARE DELIVERY ORGANIZATIONS AS MEASURED BY:-OUTSTANDING PATIENT ADVOCACY AND LOYALTY -UNSURPASSED CLINICAL QUALITY AND PATIENT SAFETY -SIGNIFICANT CONTRIBUTIONS TO MEDICAL EDUCATION AND RESEARCH -EXCEPTIONAL EMPLOYEE WORKFORCE DEVELOPMENT -EXCELLENT FINANCIAL AND OPERATIONAL MANAGEMENT
PART VI, LINE 7, REPORTS FILED WITH STATES MO,IL
Schedule H (Form 990) 2024
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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number
43-1617558
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) WASHINGTON UNIVERSITY
700 ROSEDALE AVE
ST LOUIS,MO63112 		43-0653611 501C3 416,977 0     SUPPORT MEDICAL EDUCATION, RESEARCH, & PATIENT CARE NEEDS IN THE COMMUNITIES.
(2) FOREST PARK FOREVER
5595 GRAND DRIVE
ST LOUIS,MO63112 		43-1427062 501C3 2,505,000 0     SUPPORT TO RESTORE, MAINTAIN & SUBSTAIN FOREST PARK.
(3) BIOSTL
4340 DUNCAN AVE 100
ST LOUIS,MO63110 		45-2137574 501C3 2,250,000 0     SUPPORT OF ADVANCED RESEARCH IN BIOMEDICAL SCIENCES.
(4) THE SCHOLARSHIP FOUNDATION OF ST LOUIS
6825 CLAYTON AVE SUITE100
ST LOUIS,MO63139 		43-6031234 501C3 856,040 0     SUPPORT THE COMMUNITY WHO WOULD NOT HAVE FINANCIAL MEANS TO FULFILL THEIR EDUCATIONAL GOALS.
(5) OASIS INSTITUTE
500 NORTHWEST PLAZA STE 425
ST ANN,MO63074 		43-1830354 501C3 455,000 0     SUPPORT HEALTHY AGING BY PROVIDING LIFELONG EDUCATION AND PROGRAMS.
(6) SHELDON ARTS FOUNDATION
3648 WASHNGTON AVE
ST LOUIS,MO63108 		43-1489756 501C3 350,000 0     SUPPORT THE COMMUNITY THROUGH THE POWER OF MUSIC AND ART TO CHANGE LIVES AND THE COMMUNITY.
(7) UNITED WAY OF GREATER ST LOUIS INC
910 N 11TH ST
ST LOUIS,MO63150 		43-0714167 501C3 132,927 0     SUPPORT THE COMMUNITY WITH SHELTER, FOOD & EMERGENCY DISASTERS.
(8) AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE
DALLAS,TX75231 		13-5613797 501C3 92,765 0     SUPPORT HEART HEALTH FOR ALL: BREAK BARRIERS TO HEALTH CARE ACCESS & QUALITY.
(9) ST LOUIS DOULA PROJECT INC
10922 SCHUETZ RD
ST LOUIS,MO63146 		61-1932547 501C3 40,000 0     SUPPORT THE COMMUNITY BASED CHILDBIRTH EDUCATION AND OTHER DOULA SERVICES.
(10) JAMAA BIRTH VILLAGE
40 N FLORISSANT RD
ST LOUIS,MO63135 		47-5592021 501C3 25,000 0     SUPPORT FAMILIES THROUGH ACCESSIBLE & AFFORDABLE BLACK LED MIDWIFERY & DOULA CARE, HOLIS.
(11) URBAN LEAGUE METROPOLITAN ST LOUIS
1408 NORTH KINGSHIGHWAY BOULEVARD
ST LOUIS,MO63113 		43-0653605 501C3 25,000 0     SUPPORT NEIGHBORHOOD ENGAGEMENT AND COMMUNITY OUTREACH.
(12) NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUE
NEW YORK,NY10017 		13-5661935 501C3 20,000 0     SUPPORT RESEARCH FOR MS AND HELP PEOPLE AFFECT BY MS TO LIVE THEIR BEST LIVES.
(13) HAWTHORN FOUNDATION
PO BOX 93
JEFFERSON CITY,MO65102 		43-1231419 501C6 20,000 0     SUPPORT PROGRAMS THAT ARE FOCUSED ON EXPANDING ECONOMIC OPPORTUNITIES FOR MISSOURI.
(14) ECONOMIC DEVELOPMENT COUNCIL OF ST CHARLES COUNTY
5988 MID RIVERS MALL DR STE 100
ST PETERS,MO63304 		43-1545618 501C4 20,000 0     SUPPORT BUILDING A STRONGER, THRIVING, AND SELF-SUPPORTING ECONOMY FOR ST. CHARLES COUNTY.
(15) GIRLS ON THE RUN
5540 CENTERVIEW DR STE 204
RALEIGH,NC27606 		56-2201835 501C3 20,000 0     SUPPORT GIRLS NAVAGATE SOCIAL, EMOTIONAL, PHYSICAL & BEHAVIORAL SKILLS TO HELP IN LIFE.
(16) MARCH OF DIMES
PO BOX 3155
HARLAN,IA51593 		13-1846366 501C3 15,000 0     SUPPORT FOR SERVICES ON PREGNANCY, PREMATURITY AND BIRTH DEFECTS.
(17) BOYS & GIRLS CLUBS OF GREATER ST LOUIS
2901 NORTH GRAND AVE
ST LOUIS,MO63107 		43-6061693 501C3 15,000 0     SUPPORT YOUTH REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE & CARING CITIZENS.
(18) GENERATE HEALTH STL
5501 DELMAR BLVD SUITE B240
ST LOUIS,MO63112 		41-2139772 501C3 15,000 0     SUPPORT ADVANCE RACIAL EQUITY IN PREGNANCY OUTCOMES, FAMILY WELL-BEING, & HEALTH.
(19) HEALTHCARE ANCHOR NETWORK INC
2202 18TH STR NW SUITE 317
WASHINGTON,DC20009 		86-2147253 501C3 15,000 0     SUPPORT COMMUNITY & ECONOMIC DEVELOPMENT IN LOW INCOME PEOPLE.
(20) GATEWAY REGION YOUNG MEN'SCHRISTIAN ASSOCIATION
1155 OLIVETTE EXECUTIVE PARKWAY
ST LOUIS,MO63132 		43-0653618 501C3 15,000 0     SUPPORT PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL.
(21) JEWISH COMMUNITY CENTER
2 MILLSTONE CAMPUS DR
ST LOUIS,MO63146 		43-0681477 501C3 15,000 0     SUPPORT ST LOUIS JEWISH COMMUNITY TO ENRICH LIVES, BUILD COMMUNITY AND PROMOTE INCLUSIVITY.
(22) ST LOUIS PUBLIC SCHOOLS FOUNDATION
801 NORTH 11TH ST 3RD FLR
ST LOUIS,MO63101 		43-1813849 501C3 12,500 0     SUPPORT ST. LOUIS PUBLIC SCHOOL & INVESTS IN SOLUTIONS THAT DRIVE EQUITABLE OUTCOMES.
(23) BOYS AND GIRLS CLUBS OF ST CHARLES
1211 LINDENWOOD AVE
ST CHARLES,MO63301 		43-0714369 501C3 12,500 0     SUPPORT YOUTH REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS.
(24) MIGHTY OAKES HEART FOUNDATION
122 W LOCKWOOD AVE
ST LOUIS,MO63119 		45-2915073 501C3 12,000 0     SUPPORT FAMILIES WITH TRAUMATIC REALITY OF CONGENITAL HEART DEFECTS.
(25) MO KAN CONSTRUCTION CONTRACTORS ASSOCIATION ASSISTANCE CENTER
4666 NATURAL BRIDGE
ST LOUIS,MO63115 		43-1124501 501C3 10,000 0     SUPPORT TECHNICAL AND EDUCATION ASSISTANCE TO MINIORITY AND FEMALE CONTRACTORS.
(26) ST LOUIS INTEGRATED HEALTH NETWORK
30 MARYLAND PLAZA SUITE 300C
ST LOUIS,MO63108 		20-3288245 501C3 10,000 0     SUPPORT THE COMMUNITY WITH ACCESSIBLE, AFFORDABLE, & HIGH-QUALITY HEALTHCARE.
(27) ANNIE MALONE CHILDREN & FAMILY SERVICES
2612 ANNIE MALONE DR
ST LOUIS,MO63113 		43-0652652 501C3 10,000 0     SUPPORT THE COMMUNITY TO PROVIDE EDUCATION PROGRAMS, ADVOCACY AND ENTERPRENEURSHIP.
(28) CASA DE SALUD
3200 CHOUTEAU AVE
ST LOUIS,MO63103 		27-0732049 501C3 10,000 0     SUPPORT BETTER HEALTHCARE SERVICES FOR THE UNDER/UNINSURED COMMUNITY.
(29) MICHAEL BROWN SR CHOSEN FOR CHANGE
9420 WEST FLORISSANT AVE
FERGUSON,MO63136 		92-0586551 501C3 10,000 0     SUPPORT GRIEF COUNCELING & SUPPORT FAMILIES WHO ARE PROCESSING THE UNTHINKABLE.
(30) COMMUNITY COUNCIL OF ST CHARLES COUNTY
PO BOX 219
COTTLEVILLE,MO63338 		43-6051722 501C3 10,000 0     SUPPORT THE COMMUNITY TO BUILD A STRONGER, HEALTHIER AND MORE COMPASSIONATE COMMUNITY.
(31) PROMO FUND
2200 GRAVOIS AVE STE 201
ST LOUIS,MO63104 		43-1661280 501C3 10,000 0     SUPPORT CHANGE IN SYSTEMIC INEQUITIES WITHIN THE LGBTQ+ COMMUNITY.
(32) PINK RIBBON GOOD
350 HULS DRIVE
DAYTON,OH45315 		32-0020270 501C3 10,000 0     SUPPORT FAMILIES AFFECTED BY BREAST OR GYNECOLOGICAL CANCER.
(33) RONALD MCDONALD HOUSE
110 N CARPENTER ST
CHICAGO,IL60607 		36-2934689 501C3 10,000 0     SUPPORT FAMILIES WITH SERVICES WITH BARRIER-FREE HEALTHCARE SUPPORT FOR CHILDREN.
(34) REGIONAL UNION CONSTRUCTION CENTER
PO BOX 771091
ST LOUIS,MO63177 		20-5160448 501C3 10,000 0     SUPPORT OF EMERGING MINORITY AND WOMEN OWNING UNION CONSTRUCTION FIRMS.
(35) ST CHARLES CITY COUNTY LIBRARY FOUNDATION
C/O JENNIFER COMPTON77 BOONE HILLS
DRIVE
ST PETERS,MO63376 		43-1860793 501C3 8,500 0     SUPPORT TO BUILD A STRONGER LIBRARY IN SERVICE TO OUR COMMUNITY.
(36) AUTISM SPEAKS
50 F ST NW STE 360
WASHINGTON,DC20001 		20-2329938 501C3 8,500 0     SUPPORT & ADVOCATE FOR FAMILIES WITH INDIVIDUALS WITH AUTISM.
(37) SUSAN G KOMEN
13770 NOEL RD UNIT 801889
DALLAS,TX75380 		75-1835298 501C3 7,500 0     SUPPORT BREAST CANCER RESEARCH.
(38) DUO DOGS INC
10955 LINPAGE PLACE
ST LOUIS,MO63132 		43-1379801 501C3 7,500 0     SUPPORT CONNECTING SERVICE DOGS WITH PEOPLE TO CULTIVATE POSITIVE CHANGE.
(39) INDEPENDENCE CENTER
4245 FOREST PARK AVE
ST LOUIS,MO63108 		43-1195240 501C3 7,500 0     SUPPORT MENTAL ILLNESS BY PROVIDING HELP WITH INDEPENDENCE & MEANINGFUL WORK.
(40) NURSES FOR NEWBORNS
3 SUNNEN DRIVE
ST LOUIS,MO63143 		43-1601329 501C3 7,500 0     SUPPORT NEWBORNS WITH HOME-BASED SERVICES TO PROMOTE HEALTH, SAFETY AND WELLBEING.
(41) THE MARFAN FOUNDATION
22 MANHASSET AVENUE
PORT WASHINGTON,NY11050 		52-1265361 501C3 7,500 0     SUPPORT OTHERS WITH KIDNEY DISEASE, IMPROVING THE HEALTH & WELL-BEING OF THOSE AFFECTED.
(42) BOONE CENTER INC
200 TRADE CENTER DR W
ST PETERS,MO63376 		43-0764144 501C3 7,000 0     SUPPORT COMMUNITY AND ECONOMIC DEVELOPMENT THROUGH EMPLOYMENT & JOB TRAINING.
(43) HOPE RANCH OF MISSOURI
PO BOX 963
UNION,MO63084 		47-2328446 501C3 7,000 0     SUPPORT A SAFE PLACE FOR EMOTIONAL & DEVELOPMENTAL FOR CHILDREN WITH SPECIAL NEEDS.
(44) YOUTH IN NEED INC
1815 BOONESLICK ROAD
ST CHARLES,MO63301 		43-1033862 501C3 6,600 0     SUPPORT COMMUNITY PROGRAMS ADDRESSING NEEDS LIKE HOUSING, FOSTER CARE & LIFE SKILLS.
(45) INFORMATION TECHNOLOGY SENIOR MANAGEMENT FORUM INC
2020 HOWELL MILL ROAD SUITE D356
ATLANTA,GA30318 		36-4252672 501C3 6,500 0     SUPPORT THE DEVELOPMENT & NURTURING LEADERS THROUGH TECHNOLOGY, INNOVATION & GROWTH.
(46) COMMUNITY LIVING INC
1040 ST PETERS HOWELL RD
ST PETERS,MO63376 		43-1129770 501C3 6,250 0     SUPPORT INNOVATIVE SERVICES & OPPORTUNITIES FOR PEOPLE WITH DISABILITIES.
(47) CHILD ADVOCACY CTR OF NORTHEAST MO INC-
989 HERITAGE PARKWAY
WENTZVILLE,MO63385 		43-1856223 501C3 6,000 0     SUPPORT HEALING & EDUCATION FOR CHILD ABUSE IN THE COMMUNITY.
(48) MARIAN MIDDLE SCHOOL
4130 WYOMING
ST LOUIS,MO63116 		43-1873629 501C3 6,000 0     SUPPORT AND EMPOWER GIRLS IN THE COMMUNITY.
(49) NATIONAL KIDNEY FOUNDATION
30 E 33RD ST
NEW YORK,NY10016 		13-1673104 501C3 6,000 0     SUPPORT RESEARCH IN INNOVATION & DISMANTLING INEQUITIES IN CARE & DIALYSIS.
(50) NATIONAL BLACK NURSES ASSOCIATION INC
3880 AFFIRMED DR
FLORISSANT,MO63034 		36-4799641 501C3 5,500 0     SUPPORT ADVOCACY, SCHOLARSHIP, NETWORKING, AND EDUCATION.
(51) ST LOUIS AREA DIAPER BANK
6141 ETZEL AVE
ST LOUIS,MO63133 		37-1787940 501C3 5,500 0     SUPPORT GATEWAY ARCH AREAS FOR THE COMMUNITY.
(52) THE HAVEN OF GRACE
1225 WARREN STREET
ST LOUIS,MO63106 		43-1611181 501C3 5,015 0     SUPPORT WOMEN WHO ARE YOUNG, PREGNANT AND HOMELESS,
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
50
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) 'NO QUESTIONS ASKED' GUN LOCK PROGRAM 30000   58,200 FMV GUN LOCKS
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: DURING 2024, BJC HEALTH SYSTEM AND AFFILIATES MADE GRANTS TO OTHER SECTION 501(C)(3) PUBLIC CHARITIES OR OTHER ORGANIZATIONS IN SUPPORT OF THE COMMUNITIES WE SERVE AND TO BE USED IN FULFILLING THE EXEMPT PURPOSE OF THE GRANTEE ORGANIZATION. WHILE IMMEDIATE OVERSIGHT OF THE CHARITY IS NOT CONSIDERED NECESSARY, GRANT MATERIALS PROVIDE STRICT GUIDELINES FOR USE OF ALL GRANTS OR AWARDS AS WELL AS RECOVERY OF GRANT MONIES NOT USED FOR STATED PURPOSES. DURING 2024, BJC OFFERS FREE GUN LOCK DISTRIBUTION WITH INFORMATIONAL HANDOUTS AT ITS HOSPITAL EMERGENCY ROOMS AND SPECIALTY CARE CENTERS ACROSS MISSOURI AND ILLINOIS.
Schedule I (Form 990) Rev. 1-2025



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Schedule J
(Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number

43-1617558
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
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
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) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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
1BJC HEALTH SYS GROUP RETURN
SEE SCHEDULE 0 		(i)

(ii)		 14,012,775
-------------
0 		11,174,114
-------------
0 		585,229
-------------
0 		807,693
-------------
0 		2,072,624
-------------
0 		28,652,435
-------------
0 		93,740
-------------
0
2BJC HEALTH SYS GROUP RETURN
SEE SCHEDULE 0 		(i)

(ii)		 1,871,950
-------------
0 		917,002
-------------
0 		30,156
-------------
0 		16,592
-------------
0 		27,032
-------------
0 		2,862,732
-------------
0 		0
-------------
0
3BJC HEALTH SYS GROUP RETURN
FORMER SCHEDULE 0 		(i)

(ii)		 1,301,829
-------------
0 		509,663
-------------
0 		16,024
-------------
0 		114,220
-------------
0 		80,666
-------------
0 		2,022,402
-------------
0 		0
-------------
0
4BJC HEALTH SYS GROUP RETURN
SEE SCHEDULE 0 		(i)

(ii)		 579,103
-------------
0 		807,625
-------------
0 		4,599
-------------
0 		46,738
-------------
0 		74,252
-------------
0 		1,512,317
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 PURSUANT TO TREASURY REG SECTION 1.6033-2(D)(5), BJC HEALTH SYSTEM HAS ELECTED TO REPORT INFORMATION ABOUT CONTRIBUTIONS, GIFTS & GRANTS, COMPENSATION AND OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES, CERTAIN OTHER HIGHLY PAID EMPLOYEES, CERTAIN PROFESSIONAL CONTRACTORS AND CERTAIN OTHER CONTRACTORS ON A CONSOLIDATED BASIS FOR ALL OF THE MEMBERS OF THE GROUP, INCLUDING THE PARENT ORGANIZATION, ON THE GROUP RETURN OF BJC HEALTH SYSTEM GROUP, EIN 75-3052953.
PART I, LINE 4 PURSUANT TO TREASURY REG SECTION 1.6033-2(D)(5), BJC HEALTH SYSTEM HAS ELECTED TO REPORT INFORMATION ABOUT CONTRIBUTIONS, GIFTS & GRANTS, COMPENSATION AND OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES, CERTAIN OTHER HIGHLY PAID EMPLOYEES, CERTAIN PROFESSIONAL CONTRACTORS AND CERTAIN OTHER CONTRACTORS ON A CONSOLIDATED BASIS FOR ALL OF THE MEMBERS OF THE GROUP, INCLUDING THE PARENT ORGANIZATION, ON THE GROUP RETURN OF BJC HEALTH SYSTEM GROUP, EIN 75-3052953.
Schedule J (Form 990) (Rev. 1-2025)

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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number
43-1617558
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60635R2K2 04-22-2008 368,575,000 REFUND PRIOR BONDS & CAPITAL EXP-SEE PART VI   X   X   X
B HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 09-20-2013 100,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
C HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AEH1 10-31-2013 100,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
D HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AFE7 03-13-2014 209,195,546 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AMN9 05-01-2018 75,000,682 REFUND PRIOR BONDS & CAPITAL EXP-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AHZ8 04-30-2015 150,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 05-06-2020 200,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ATR3 04-01-2021 942,002,641 REFUND PRIOR BONDS & FINANCE - SEE PART IV   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AVY5 05-01-2023 161,960,520 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ASF0 10-14-2020 107,655,465 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 12-13-2012 50,000,000 FUND CAPITAL EXPENDITURES - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ALA8 05-19-2016 303,495,001 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 07-01-2016 90,000,000 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 12-21-2016 23,280,000 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AMW9 05-23-2018 100,000,872 REFUND PRIOR BONDS & CAPITAL EXP - SEE PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 66,335,000 15,745,000 20,000,000 31,810,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 369,074,888 100,000,000 101,059,509 213,573,719
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 711,712 1,155,159 1,224,102 2,442,228
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 124,788,176 100,000,000 101,059,490 213,573,719
11 Other spent proceeds ............. 243,575,000 148,532,124 19 782,000,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2008 2013 2016 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X     X   X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X     X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   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 .... 0.250 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........        
6 Total of lines 4 and 5 ............. 0.250 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X X   X     X
c No rebate due? ......... X     X   X X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X     X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
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   X
b Name of provider .......... JPM MORGAN CHASE
  		 
  		 
  		 
 
c Term of hedge ......... 3140.0000000000 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........   X            
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN (F) SERIES 2008 BONDS WERE ISSUED IN PART TO REFUND SERIES 2006 BONDS (ISSUED ON 4/4/06) AND TO FINANCE, IN PART, CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013A BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013C BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2014 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2017DEFGHI $75,000,000 WAS REISSUED AND TREATED AS A REFUNDING OF SERIES 2017D BONDS. SERIES 2015 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2020AB BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2023 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. THE SERIES 2021ABC BONDS WERE ISSUED FOR THE FOLLOWING PURPOSES: (1) REFUND THE SERIES 2011AB BONDS ISSUED ON DECEMBER 13, 2011 AND REISSUED ON SEPTEMBER 3, 2015, (2) REFUND THE SERIES 2012E BONDS ISSUED ON OCTOBER 31, 2012, (3) REFUND THE SERIES 2013B BONDS ISSUED ON OCTOBER 10, 2013, (4) REFUND THE SERIES 2016A BONDS ISSUED ON SEPTEMBER 26, 2016, (5) REFUND THE SERIES 2016B BONDS ISSUED ON DECEMBER 21, 2016, (6) REFUND THE SERIES 2017EFGHI BONDS ISSUED ON DECEMBER 21, 2017 AND (7) FINANCE CAPITAL EXPENDITURES FOR THE HEALTH SYSTEM.
SCHEDULE K, PART I AND II ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2018A THE TOTAL AMOUNT OF PROCEEDS OF THE BONO ISSUE IS NOT IDENTICAL TO THE ISSUANCE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS.
SCHEDULE K, PART II, LINE 3 ANY DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART III, LINE 3 IS DUE TO INVESTMENT EARNINGS OR LOSS ON THE INVESTMENTS.
SCHEDULE K, PART II, LINE 11 SERIES 2013C RESIDUAL EARNINGS USED TO PAY INTEREST.
SCHEDULE K, PART III, LINES 3B AND 3D INTERNAL LEGAL COUNSEL IS FAMILIAR WITH TAX LAWS AND ROUTINELY REVIEWS THESE AGREEMENTS.
SCHEDULE K, PART III, PAGE 2, COLUMN D AND PAGE 3 COLUMN A RESPONSES APPLY TO THOSE PROJECTS THAT HAVE BEEN COMPLETED FOR SERIES 2014, SERIES 2015, AND SERIES 2017DEFGHI.
SCHEDULE K, PART IV, LINE 2 SERIES 2008 BONDS IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 5/15/10. SERIES 2014 BOND IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 03/15/16. SERIES 2015 BOND IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 04/30/17.
SCHEDULE K, PART IV, LINES 3A-E THE ORGANIZATION ENTERED INTO A QUALIFIED HEDGE RELATED TO SERIES 2008 A-E BONDS. THE SERIES A-C HEDGES MATURE ON 5/15/2038 AT JP MORGAN. THESE CARRY A FLOATING/FIXED RATE WHERE BJC PAYS 3.551% AND RECEIVES 68% OF ONE MONTH LIBOR. THE HEDGE RELATED TO THE SERIES D-E PORTIONS OF THE 2008 BOND ISSUE ARE HELD AT BANK OF AMERICA AND MERRILL LYNCH. EACH OF THESE MATURE ON 5/15/2038 AND CARRY VARIOUS FLOATING/FIXED RATES: FOR 2008D SERIES HEDGE, BJC PAYS 3.482% AND RECEIVES 68% OF ONE MONTH LIBOR; AND FOR 2008E SERIES HEDGE, BJC PAYS 3.497% AND RECEIVES 68% OF THREE MONTH LIBOR
Schedule K (Form 990) (Rev. 1-2025)

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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number
43-1617558
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60635R2K2 04-22-2008 368,575,000 REFUND PRIOR BONDS & CAPITAL EXP-SEE PART VI   X   X   X
B HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 09-20-2013 100,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
C HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AEH1 10-31-2013 100,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
D HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AFE7 03-13-2014 209,195,546 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AMN9 05-01-2018 75,000,682 REFUND PRIOR BONDS & CAPITAL EXP-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AHZ8 04-30-2015 150,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 05-06-2020 200,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ATR3 04-01-2021 942,002,641 REFUND PRIOR BONDS & FINANCE - SEE PART IV   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AVY5 05-01-2023 161,960,520 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ASF0 10-14-2020 107,655,465 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 12-13-2012 50,000,000 FUND CAPITAL EXPENDITURES - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ALA8 05-19-2016 303,495,001 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 07-01-2016 90,000,000 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 12-21-2016 23,280,000 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AMW9 05-23-2018 100,000,872 REFUND PRIOR BONDS & CAPITAL EXP - SEE PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 66,335,000 15,745,000 20,000,000 31,810,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 369,074,888 100,000,000 101,059,509 213,573,719
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 711,712 1,155,159 1,224,102 2,442,228
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 124,788,176 100,000,000 101,059,490 213,573,719
11 Other spent proceeds ............. 243,575,000 148,532,124 19 782,000,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2008 2013 2016 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X     X   X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X     X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   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 .... 0.250 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........        
6 Total of lines 4 and 5 ............. 0.250 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X X   X     X
c No rebate due? ......... X     X   X X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X     X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
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   X
b Name of provider .......... JPM MORGAN CHASE
  		 
  		 
  		 
 
c Term of hedge ......... 3140.0000000000 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........   X            
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN (F) SERIES 2008 BONDS WERE ISSUED IN PART TO REFUND SERIES 2006 BONDS (ISSUED ON 4/4/06) AND TO FINANCE, IN PART, CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013A BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013C BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2014 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2017DEFGHI $75,000,000 WAS REISSUED AND TREATED AS A REFUNDING OF SERIES 2017D BONDS. SERIES 2015 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2020AB BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2023 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. THE SERIES 2021ABC BONDS WERE ISSUED FOR THE FOLLOWING PURPOSES: (1) REFUND THE SERIES 2011AB BONDS ISSUED ON DECEMBER 13, 2011 AND REISSUED ON SEPTEMBER 3, 2015, (2) REFUND THE SERIES 2012E BONDS ISSUED ON OCTOBER 31, 2012, (3) REFUND THE SERIES 2013B BONDS ISSUED ON OCTOBER 10, 2013, (4) REFUND THE SERIES 2016A BONDS ISSUED ON SEPTEMBER 26, 2016, (5) REFUND THE SERIES 2016B BONDS ISSUED ON DECEMBER 21, 2016, (6) REFUND THE SERIES 2017EFGHI BONDS ISSUED ON DECEMBER 21, 2017 AND (7) FINANCE CAPITAL EXPENDITURES FOR THE HEALTH SYSTEM.
SCHEDULE K, PART I AND II ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2018A THE TOTAL AMOUNT OF PROCEEDS OF THE BONO ISSUE IS NOT IDENTICAL TO THE ISSUANCE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS.
SCHEDULE K, PART II, LINE 3 ANY DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART III, LINE 3 IS DUE TO INVESTMENT EARNINGS OR LOSS ON THE INVESTMENTS.
SCHEDULE K, PART II, LINE 11 SERIES 2013C RESIDUAL EARNINGS USED TO PAY INTEREST.
SCHEDULE K, PART III, LINES 3B AND 3D INTERNAL LEGAL COUNSEL IS FAMILIAR WITH TAX LAWS AND ROUTINELY REVIEWS THESE AGREEMENTS.
SCHEDULE K, PART III, PAGE 2, COLUMN D AND PAGE 3 COLUMN A RESPONSES APPLY TO THOSE PROJECTS THAT HAVE BEEN COMPLETED FOR SERIES 2014, SERIES 2015, AND SERIES 2017DEFGHI.
SCHEDULE K, PART IV, LINE 2 SERIES 2008 BONDS IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 5/15/10. SERIES 2014 BOND IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 03/15/16. SERIES 2015 BOND IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 04/30/17.
SCHEDULE K, PART IV, LINES 3A-E THE ORGANIZATION ENTERED INTO A QUALIFIED HEDGE RELATED TO SERIES 2008 A-E BONDS. THE SERIES A-C HEDGES MATURE ON 5/15/2038 AT JP MORGAN. THESE CARRY A FLOATING/FIXED RATE WHERE BJC PAYS 3.551% AND RECEIVES 68% OF ONE MONTH LIBOR. THE HEDGE RELATED TO THE SERIES D-E PORTIONS OF THE 2008 BOND ISSUE ARE HELD AT BANK OF AMERICA AND MERRILL LYNCH. EACH OF THESE MATURE ON 5/15/2038 AND CARRY VARIOUS FLOATING/FIXED RATES: FOR 2008D SERIES HEDGE, BJC PAYS 3.482% AND RECEIVES 68% OF ONE MONTH LIBOR; AND FOR 2008E SERIES HEDGE, BJC PAYS 3.497% AND RECEIVES 68% OF THREE MONTH LIBOR
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number
43-1617558
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60635R2K2 04-22-2008 368,575,000 REFUND PRIOR BONDS & CAPITAL EXP-SEE PART VI   X   X   X
B HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 09-20-2013 100,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
C HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AEH1 10-31-2013 100,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
D HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AFE7 03-13-2014 209,195,546 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AMN9 05-01-2018 75,000,682 REFUND PRIOR BONDS & CAPITAL EXP-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AHZ8 04-30-2015 150,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 05-06-2020 200,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ATR3 04-01-2021 942,002,641 REFUND PRIOR BONDS & FINANCE - SEE PART IV   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AVY5 05-01-2023 161,960,520 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ASF0 10-14-2020 107,655,465 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 12-13-2012 50,000,000 FUND CAPITAL EXPENDITURES - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ALA8 05-19-2016 303,495,001 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 07-01-2016 90,000,000 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 12-21-2016 23,280,000 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AMW9 05-23-2018 100,000,872 REFUND PRIOR BONDS & CAPITAL EXP - SEE PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 66,335,000 15,745,000 20,000,000 31,810,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 369,074,888 100,000,000 101,059,509 213,573,719
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 711,712 1,155,159 1,224,102 2,442,228
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 124,788,176 100,000,000 101,059,490 213,573,719
11 Other spent proceeds ............. 243,575,000 148,532,124 19 782,000,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2008 2013 2016 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X     X   X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X     X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   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 .... 0.250 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........        
6 Total of lines 4 and 5 ............. 0.250 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X X   X     X
c No rebate due? ......... X     X   X X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X     X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
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   X
b Name of provider .......... JPM MORGAN CHASE
  		 
  		 
  		 
 
c Term of hedge ......... 3140.0000000000 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........   X            
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN (F) SERIES 2008 BONDS WERE ISSUED IN PART TO REFUND SERIES 2006 BONDS (ISSUED ON 4/4/06) AND TO FINANCE, IN PART, CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013A BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013C BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2014 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2017DEFGHI $75,000,000 WAS REISSUED AND TREATED AS A REFUNDING OF SERIES 2017D BONDS. SERIES 2015 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2020AB BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2023 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. THE SERIES 2021ABC BONDS WERE ISSUED FOR THE FOLLOWING PURPOSES: (1) REFUND THE SERIES 2011AB BONDS ISSUED ON DECEMBER 13, 2011 AND REISSUED ON SEPTEMBER 3, 2015, (2) REFUND THE SERIES 2012E BONDS ISSUED ON OCTOBER 31, 2012, (3) REFUND THE SERIES 2013B BONDS ISSUED ON OCTOBER 10, 2013, (4) REFUND THE SERIES 2016A BONDS ISSUED ON SEPTEMBER 26, 2016, (5) REFUND THE SERIES 2016B BONDS ISSUED ON DECEMBER 21, 2016, (6) REFUND THE SERIES 2017EFGHI BONDS ISSUED ON DECEMBER 21, 2017 AND (7) FINANCE CAPITAL EXPENDITURES FOR THE HEALTH SYSTEM.
SCHEDULE K, PART I AND II ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2018A THE TOTAL AMOUNT OF PROCEEDS OF THE BONO ISSUE IS NOT IDENTICAL TO THE ISSUANCE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS.
SCHEDULE K, PART II, LINE 3 ANY DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART III, LINE 3 IS DUE TO INVESTMENT EARNINGS OR LOSS ON THE INVESTMENTS.
SCHEDULE K, PART II, LINE 11 SERIES 2013C RESIDUAL EARNINGS USED TO PAY INTEREST.
SCHEDULE K, PART III, LINES 3B AND 3D INTERNAL LEGAL COUNSEL IS FAMILIAR WITH TAX LAWS AND ROUTINELY REVIEWS THESE AGREEMENTS.
SCHEDULE K, PART III, PAGE 2, COLUMN D AND PAGE 3 COLUMN A RESPONSES APPLY TO THOSE PROJECTS THAT HAVE BEEN COMPLETED FOR SERIES 2014, SERIES 2015, AND SERIES 2017DEFGHI.
SCHEDULE K, PART IV, LINE 2 SERIES 2008 BONDS IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 5/15/10. SERIES 2014 BOND IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 03/15/16. SERIES 2015 BOND IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 04/30/17.
SCHEDULE K, PART IV, LINES 3A-E THE ORGANIZATION ENTERED INTO A QUALIFIED HEDGE RELATED TO SERIES 2008 A-E BONDS. THE SERIES A-C HEDGES MATURE ON 5/15/2038 AT JP MORGAN. THESE CARRY A FLOATING/FIXED RATE WHERE BJC PAYS 3.551% AND RECEIVES 68% OF ONE MONTH LIBOR. THE HEDGE RELATED TO THE SERIES D-E PORTIONS OF THE 2008 BOND ISSUE ARE HELD AT BANK OF AMERICA AND MERRILL LYNCH. EACH OF THESE MATURE ON 5/15/2038 AND CARRY VARIOUS FLOATING/FIXED RATES: FOR 2008D SERIES HEDGE, BJC PAYS 3.482% AND RECEIVES 68% OF ONE MONTH LIBOR; AND FOR 2008E SERIES HEDGE, BJC PAYS 3.497% AND RECEIVES 68% OF THREE MONTH LIBOR
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  


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

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number
43-1617558
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60635R2K2 04-22-2008 368,575,000 REFUND PRIOR BONDS & CAPITAL EXP-SEE PART VI   X   X   X
B HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 09-20-2013 100,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
C HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AEH1 10-31-2013 100,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
D HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AFE7 03-13-2014 209,195,546 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AMN9 05-01-2018 75,000,682 REFUND PRIOR BONDS & CAPITAL EXP-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AHZ8 04-30-2015 150,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 05-06-2020 200,000,000 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ATR3 04-01-2021 942,002,641 REFUND PRIOR BONDS & FINANCE - SEE PART IV   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AVY5 05-01-2023 161,960,520 FUND CAPITAL EXPENDITURES-SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ASF0 10-14-2020 107,655,465 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 12-13-2012 50,000,000 FUND CAPITAL EXPENDITURES - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637ALA8 05-19-2016 303,495,001 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 07-01-2016 90,000,000 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 000000000 12-21-2016 23,280,000 REFUND PRIOR BONDS - SEE PART VI   X   X   X
HEALTH & EDUC FACILITIES AUTHORITY STATE OF MISSOURI
  		43-1178966 60637AMW9 05-23-2018 100,000,872 REFUND PRIOR BONDS & CAPITAL EXP - SEE PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 66,335,000 15,745,000 20,000,000 31,810,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 369,074,888 100,000,000 101,059,509 213,573,719
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 711,712 1,155,159 1,224,102 2,442,228
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 124,788,176 100,000,000 101,059,490 213,573,719
11 Other spent proceeds ............. 243,575,000 148,532,124 19 782,000,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2008 2013 2016 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X     X   X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X     X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   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 .... 0.250 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........        
6 Total of lines 4 and 5 ............. 0.250 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X X   X     X
c No rebate due? ......... X     X   X X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X     X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
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   X
b Name of provider .......... JPM MORGAN CHASE
  		 
  		 
  		 
 
c Term of hedge ......... 3140.0000000000 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........   X            
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN (F) SERIES 2008 BONDS WERE ISSUED IN PART TO REFUND SERIES 2006 BONDS (ISSUED ON 4/4/06) AND TO FINANCE, IN PART, CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013A BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2013C BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2014 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2017DEFGHI $75,000,000 WAS REISSUED AND TREATED AS A REFUNDING OF SERIES 2017D BONDS. SERIES 2015 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2020AB BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. SERIES 2023 BONDS WERE ISSUED TO FUND CAPITAL EXPENDITURES AT VARIOUS AFFILIATE HOSPITALS. THE SERIES 2021ABC BONDS WERE ISSUED FOR THE FOLLOWING PURPOSES: (1) REFUND THE SERIES 2011AB BONDS ISSUED ON DECEMBER 13, 2011 AND REISSUED ON SEPTEMBER 3, 2015, (2) REFUND THE SERIES 2012E BONDS ISSUED ON OCTOBER 31, 2012, (3) REFUND THE SERIES 2013B BONDS ISSUED ON OCTOBER 10, 2013, (4) REFUND THE SERIES 2016A BONDS ISSUED ON SEPTEMBER 26, 2016, (5) REFUND THE SERIES 2016B BONDS ISSUED ON DECEMBER 21, 2016, (6) REFUND THE SERIES 2017EFGHI BONDS ISSUED ON DECEMBER 21, 2017 AND (7) FINANCE CAPITAL EXPENDITURES FOR THE HEALTH SYSTEM.
SCHEDULE K, PART I AND II ISSUER NAME: HEALTH&EDUC FACILITIES AUTHORITY OF THE STATE OF MO: SERIES 2018A THE TOTAL AMOUNT OF PROCEEDS OF THE BONO ISSUE IS NOT IDENTICAL TO THE ISSUANCE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS.
SCHEDULE K, PART II, LINE 3 ANY DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART III, LINE 3 IS DUE TO INVESTMENT EARNINGS OR LOSS ON THE INVESTMENTS.
SCHEDULE K, PART II, LINE 11 SERIES 2013C RESIDUAL EARNINGS USED TO PAY INTEREST.
SCHEDULE K, PART III, LINES 3B AND 3D INTERNAL LEGAL COUNSEL IS FAMILIAR WITH TAX LAWS AND ROUTINELY REVIEWS THESE AGREEMENTS.
SCHEDULE K, PART III, PAGE 2, COLUMN D AND PAGE 3 COLUMN A RESPONSES APPLY TO THOSE PROJECTS THAT HAVE BEEN COMPLETED FOR SERIES 2014, SERIES 2015, AND SERIES 2017DEFGHI.
SCHEDULE K, PART IV, LINE 2 SERIES 2008 BONDS IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 5/15/10. SERIES 2014 BOND IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 03/15/16. SERIES 2015 BOND IS "NO REBATE DUE." REBATE CALCULATION WAS PERFORMED ON 04/30/17.
SCHEDULE K, PART IV, LINES 3A-E THE ORGANIZATION ENTERED INTO A QUALIFIED HEDGE RELATED TO SERIES 2008 A-E BONDS. THE SERIES A-C HEDGES MATURE ON 5/15/2038 AT JP MORGAN. THESE CARRY A FLOATING/FIXED RATE WHERE BJC PAYS 3.551% AND RECEIVES 68% OF ONE MONTH LIBOR. THE HEDGE RELATED TO THE SERIES D-E PORTIONS OF THE 2008 BOND ISSUE ARE HELD AT BANK OF AMERICA AND MERRILL LYNCH. EACH OF THESE MATURE ON 5/15/2038 AND CARRY VARIOUS FLOATING/FIXED RATES: FOR 2008D SERIES HEDGE, BJC PAYS 3.482% AND RECEIVES 68% OF ONE MONTH LIBOR; AND FOR 2008E SERIES HEDGE, BJC PAYS 3.497% AND RECEIVES 68% OF THREE MONTH LIBOR
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number

43-1617558
Return Reference Explanation
FORM 990, PART III, LINE 2 IN 2024, BJC HEALTH SYSTEM AND SAINT LUKE'S HEALTH SYSTEM COMPLETED A MERGER, RESULTING IN THE FORMATION OF A UNIFIED HEALTHCARE ORGANIZATION. WITH THE MERGER, THE INTEGRATED SYSTEM INITIATED A RANGE OF NEW PATIENT-FOCUSED PROGRAMS DESIGNED TO ENHANCE HEALTHCARE DELIVERY ACROSS MISSOURI, SOUTHERN ILLINOIS, AND EASTERN KANSAS.
FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PREPARES DRAFT COPIES OF FORM 990 AND ATTACHMENTS FOR REVIEW BY MEMBERS OF MANAGEMENT. THESE DRAFT COPIES HAVE BEEN REVIEWED BY A INDEPENDENT ACCOUNTING FIRM. AFTER RESOLVING ANY OPEN ITEMS, THE FINAL DRAFT RETURNS ARE MADE AVAILABLE TO THE BOARD AND TO TWO BOARD COMMITTEES FOR THEIR REVIEW. QUESTIONS AND COMMENTS THAT ARISE FROM THE COMMITTEES OR INDIVIDUAL BOARD MEMBER REVIEWS ARE ADDRESSED IN ADVANCE OF SUBMISSION TO THE APPROPRIATE TAXING AUTHORITIES.
FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH THE POLICY BY ISSUING ANNUALLY A CONFLICT OF INTEREST QUESTIONNAIRE REMINDING COVERED INDIVIDUALS OF THEIR OBLIGATIONS TO DISCLOSE POTENTIAL CONFLICTS AND REQUESTING THAT THEY COMPLETE A CONFLICTS OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE REQUIRES THE DISCLOSURE OF CONFLICTS AND AN ATTESTATION TO THEIR CONTINUING OBLIGATION TO DISCLOSE SAID CONFLICTS SHOULD THE NEED ARISE. THE RESULTS OF THE CONFLICT OF INTEREST QUESTIONNAIRE ARE REVIEWED BY A CENTRALIZED COMPLIANCE DEPARTMENT AND APPROPRIATE ACTION TAKEN AS NECESSARY. SHOULD THE ORGANIZATION BECOME AWARE OF A CONFLICT NOT PREVIOUSLY REPORTED, ITS GENERAL COUNSEL WOULD INVESTIGATE THE ISSUE AND RESPOND IN ACCORDANCE WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND BENEFIT AMOUNTS OF THE ORGANIZATION'S OFFICERS AND TOP MANAGEMENT OFFICIALS ARE DETERMINED BY AN INDEPENDENT COMMITTEE OF THE BOARD OF DIRECTORS OF BJC HEALTH SYSTEM. THIS COMMITTEE IS COMPRISED OF INDEPENDENT PERSONS AND USES COMPENSATION CONSULTING STUDIES AND BENCHMARKING DATA PROVIDED BY AN INDEPENDENT MANAGEMENT CONSULTANT TO ESTABLISH COMPENSATION AMOUNTS AND GUIDELINES. THE PROCESS INCLUDES A VALIDATION OF JOB DESCRIPTIONS AS WELL AS REPORTING ALL FORMS OF COMPENSATION. THE CONSULTANT USES SURVEY DATA TO DETERMINE MARKET RATES OF BASE SALARY AND OTHER SHORT AND LONG TERM INCENTIVES FOR: THE BJC HEALTH SYSTEM CEO AND OTHER SENIOR EXECUTIVES. THE COMMITTEE REVIEWS, APPROVES, AND SUBSEQUENTLY RECONCILES EXECUTIVE COMPENSATION AS WELL AS DELIBERATES ON THE REASONABLENESS OF THE DATA. THIS REVIEW IS DOCUMENTED IN THE MINUTES OF THE BOARD COMMITTEE MEETINGS.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR INSPECTION BY THE GENERAL PUBLIC UPON REQUEST AT THE ADMINISTRATIVE OFFICES.
FROM 990, PART VII PURSUANT TO TREASURY REG SECTION 1.6033-2(D)(5), BJC HEALTH SYSTEM HAS ELECTED TO REPORT INFORMATION ABOUT COMPENSATION & OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES, CERTAIN OTHER HIGHLY PAID EMPLOYEES, CERTAIN PROFESSIONAL CONTRACTORS & CERTAIN OTHER CONTRACTORS ON A CONSOLIDATED BASIS FOR ALL OF THE MEMBERS OF THE GROUP, INCLUDING THE PARENT ORGANIZATION, ON THE BJC HEALTH SYSTEM GROUP RETURN EIN 75-3052953.
FORM 990, PART IX, LINE 11G PURCHASED SERVICES - OTHER: PROGRAM SERVICE EXPENSES 7,351,415. MANAGEMENT AND GENERAL EXPENSES 20,476,020. TOTAL EXPENSES 27,827,435. PURCHASED SERVICES - INFO TECH: PROGRAM SERVICE EXPENSES 36,384,015. MANAGEMENT AND GENERAL EXPENSES 4,032,618. TOTAL EXPENSES 40,416,633. PURCHASED SERVICES - TEMP AGENCY: PROGRAM SERVICE EXPENSES 10,494,141. MANAGEMENT AND GENERAL EXPENSES 1,612,779. TOTAL EXPENSES 12,106,920. GENERAL CONSULTING FEES: PROGRAM SERVICE EXPENSES 18,815,430. MANAGEMENT AND GENERAL EXPENSES 6,892,316. TOTAL EXPENSES 25,707,746. COLLECTION AGENCY SERVICE: PROGRAM SERVICE EXPENSES 4,679,993. TOTAL EXPENSES 4,679,993. TEACHING SERVICES: PROGRAM SERVICE EXPENSES 296,798,307. TOTAL EXPENSES 296,798,307.
FORM 990, PART XI, LINE 9: TRANSFERS TO/FROM BJC ENTITIES 61,465,882. ASSET RELEASED FROM RESTRICTIONS -99,065. INTEREST RATE SWAP GAIN/LOSS 28,203,917. PENISON LIAB PER ACTUARIAL REPORT -161,456,114.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
BJC HEALTH SYSTEM
DBA BJC HEALTHCARE
Employer identification number

43-1617558
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) PHYSICIAN GROUPS LC
670 MASON RIDGE CTR DR
ST LOUIS,MO63141
43-1681957 		PROFESSIONAL FEES & BILLING SVCS MO 309,618,685 37,320,288 BJC HEALTH SYSTEM
 
(2) BJC HEALTHCARE ACO LLC
670 MASON RIDGE CTR DR
ST LOUIS,MO63141
45-4480491 		HEALTH CARE SERVICES MO 12,329,619 61,111 BJC HEALTH SYSTEM
 
(3) BMCA PRIVATE EQUITY LLC
4901 FOREST PARK AVE
ST LOUIS,MO63108
45-4578054 		INVESTMENT HOLDINGS MO 0 0 BJC HEALTH SYSTEM
 
(4) BMCA GROWTH LLC
4901 FOREST PARK AVE
ST LOUIS,MO63108
45-4577941 		INVESTMENT HOLDINGS MO 0 0 BJC HEALTH SYSTEM
 
(5) BMCA INCOME LLC
4901 FOREST PARK AVE
ST LOUIS,MO63108
45-4578306 		INVESTMENT HOLDINGS MO 0 0 BJC HEALTH SYSTEM
 
(6) BHS INNOVATION LLC
ONE US BANK PLAZA
ST LOUIS,MO63101
83-3648115 		INVESTMENT HOLDINGS MO 0 0 BJC HEALTH SYSTEM
 
(7) METRO-EAST DEVELOPMENT LLC
7700 FORSYTH BLVD
ST LOUIS,MO63105
 INVESTMENT HOLDINGS MO 0 0 BJC HEALTH SYSTEM
 
(8) BJC AMICI LLC
4901 FOREST PARK AVE
ST LOUIS,MO63108
30-1254011 		HEALTH CARE ADMIN SUPPORT SVCS MO 0 0 BJC HEALTH SYSTEM
 
(9) SOULARD SECOND STREET LLC
4901 FOREST PARK AVE
ST LOUIS,MO63108
99-0914202 		INVESTMENT HOLDINGS MO 0 0 BJC HEALTH SYSTEM
 
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)ALTON MEMORIAL HEALTH SERVICES FOUNDATION
1109 N OXFORDSHIRE LANE

EDWARDSVILLE,IL62025
37-1177053 		SUPPORT TO AMH IL 501(C)(3) LINE 12C, III-FI ALTON MEMORIAL HOSPITAL
 
Yes
 
(2)ALTON MEMORIAL HOSPITAL CHARITABLE TRUST
PO BOX 0634

MILWAUKEE,WI53201
37-6039185 		SUPPORT TO AMH IL 501(C)(3) LINE 12D, III-O ALTON MEMORIAL HOSPITAL
 
Yes
 
(3)BARNES JEWISH ST PETERS & PROGRESS WEST FOUNDATION
10 HOSPITAL DRIVE

ST PETERS,MO63376
45-4471497 		SUPPORT TO BJSPH & PWHC MO 501(C)(3) LINE 7 BJSPH & PWHC
 
Yes
 
(4)CHRISTIAN HOSPITAL FOUNDATION
11155 DUNN ROAD SUITE 300 N

ST LOUIS,MO63136
43-1947644 		SUPPORT TO CHNE MO 501(C)(3) LINE 7 CHRISTIAN HOSPITAL NENW
 
Yes
 
(5)FAIRVIEW HEIGHTS MEDICAL GROUP SC
670 MASON RIDGE CENTER DR SUITE 300

ST LOUIS,MO63141
36-4147189 		HEALTHCARE SERVICES IL 501(C)(3) LINE 3 BJC HEALTH SYSTEM
 
Yes
 
(6)FOUNDATION FOR BARNES-JEWISH HOSPITAL
1001 HIGHLANDS PLAZA DR WEST SUITE

ST LOUIS,MO63110
43-1648435 		SUPPORT TO BJH MO 501(C)(3) LINE 7 BARNES-JEWISH HOSPITAL
 
Yes
 
(7)MEMORIAL FOUNDATION INC
4500 MEMORIAL DRIVE

BELLEVILLE,IL62226
37-1186034 		SUPPORT TO PMMCI IL 501(C)(3) LINE 7 PROTESTANT MEMORIAL MEDICAL CENTER INC
 
Yes
 
(8)MEMORIAL GROUP INC
4500 MEMORIAL DRIVE

BELLEVILLE,IL62226
37-1186035 		SUPPORT TO MFI & PMMCI IL 501(C)(3) LINE 12C, III-FI N/A
 
No
(9)MISSOURI BAPTIST HEALTHCARE FOUNDATION
3015 N BALLAS ROAD

ST LOUIS,MO63131
43-1472026 		SUPPORT TO MBMC MO 501(C)(3) LINE 7 MISSOURI BAPTIST MEDICAL CENTER
 
Yes
 
(10)MISSOURI BAPTIST HOSPITAL OF SULLIVAN AUXILIARY INC
751 SAPPINGTON BRIDGE RD

SULLIVAN,MO63080
43-1349641 		SUPPORT TO MBHS MO 501(C)(3) LINE 10 MISSOURI BAPTIST HOSP OF SULLIVAN
 
Yes
 
(11)PARKLAND HEALTH CENTER FOUNDATION
1101 WEST LIBERTY ST

FARMINGTON,MO63640
90-0424964 		SUPPORT TO PHC MO 501(C)(3) LINE 12A, I PARKLAND HEALTH CENTER
 
Yes
 
(12)SAINT LUKE'S CUSHING HOSPITAL INC
5830 NW BARRY ROAD

KANSAS CITY,MO64154
48-0543792 		HEALTHCARE SERVICES MO 501(C)(3) LINE 3 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(13)SAINT LUKE'S FOUNDATION
901 E 104TH STREET

KANSAS CITY,MO64131
44-6014699 		SUPPORT TO SLHS MO 501(C)(3) LINE 7 SAINT LUKES HEALTH SYSTEM
 
Yes
 
(14)ST LOUIS CHILDREN'S HOSPITAL FOUNDATION
ONE CHILDRENS PLACE

ST LOUIS,MO63110
43-1626863 		SUPPORT TO SLCH MO 501(C)(3) LINE 7 ST LOUIS CHILDREN'S HOSPITAL
 
Yes
 
(15)WINDSOR CARE INCORPORATED
4301 MADISON AVENUE

KANSAS CITY,MO64111
20-5284328 		HEALTHCARE SERVICES MO 501(C)(3) LINE 10 SAINT LUKES HEALTH SYSTEM
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) THE HEART CARE INSTITUTE LLC

1020 NORTH MASON ROAD
ST LOUIS,MO63141
43-1870517 		MEDICAL SERVICES MO N/A
         No     No  
(2) GAMMA KNIFE CENTER AT BARNES JEWISH HOSP LLC

ONE BARNES-JEWISH HOSP PLZ
ST LOUIS,MO63110
43-1846941 		OUTPATIENT CARE SERVICES MO N/A
         No     No  
(3) THE REHABILITATION INSTITUTE OF ST LOUIS LLC

9001 LIBERTY PARKWAY
BIRMINGHAM,AL35242
63-1254288 		MEDICAL SERVICES AL BJC HEALTH SYSTEM
  		RELATED -748,896 39,209,997 Yes     Yes   50.000 %
(4) THE REHABILITATION INSTITUTE OF SOUTHERN ILLINOIS LLC

9001 LIBERTY PARKWAY
BIRMINGHAM,AL35242
83-4553991 		MEDICAL SERVICES AL BJC HEALTH SYSTEM
  		RELATED 910,715 13,035,170 Yes     Yes   50.000 %
(5) CHILDREN'S DISCOVERY INSTITUTE LLC

4901 FOREST PARK AVE
ST LOUIS,MO63108
 SEARCH FOR CURES OF PEDIATRIC DISEASES MO N/A
         No     No  
(6) Y-SIHVI LLC

4500 MEMORIAL DRIVE
BELLEVILLE,IL62226
37-1385862 		PHYSICAL THERAPY & FITNESS IL N/A
         No     No  
(7) SOUTHWEST ILLINOIS HEALTH SERVICES REAL ESTATE LLP

4500 MEMORIAL DRIVE
BELLEVILLE,IL62226
82-3633320 		COMMERCIAL REAL ESTATE IL N/A
         No     No  
(8) ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

4901 FOREST PARK AVE
ST LOUIS,MO63108
37-2121486 		SUPPORT SERVICES MO BJC HEALTH SYSTEM
  		RELATED -218,714 8,770,893 Yes     Yes   50.000 %
(9) SAINT LUKE'S SURGICENTER-LEE'S SUMMIT LLC

PO BOX 7010
OVERLAND PARK,KS66207
47-0853481 		MEDICAL SERVICES KS N/A
         No     No  
(10) MEDICAL PLAZA PARTNERS LP

901 E 104TH
KANSAS CITY,MO64131
43-1357824 		OWN & OPERATE MEDICAL OFFICE BUILDING MO N/A
         No     No  
(11) SAINT LUKE'S - GI DIAGNOSTICS LLC

4321 WASHINGTON STE 5700
KANSAS CITY,MO64111
27-4142549 		MEDICAL SERVICES MO N/A
         No     No  
(12) SAINT LUKE'S NORTH SURGERY CENTER LLC

901 E 104TH
KANSAS CITY,MO64131
92-0591506 		MEDICAL SERVICES MO N/A
         No     No  
(13) SAINT LUKE'S RADIATION THERAPY-LIBERTY LLC

901 E 104TH
KANSAS CITY,MO64131
47-3793070 		MEDICAL SERVICES MO N/A
         No     No  
(14) SAINT LUKE'S SOUTH SURGERY CENTER LLC

PO BOX 7010
OVERLAND PARK,KS66207
20-1721929 		MEDICAL SERVICES KS N/A
         No     No  
(15) SAINT LUKE'S SOUTH PAIN MANAGEMENT CENTER LLC

12300 METCALF AVE
OVERLAND PARK,KS66213
86-3451115 		MEDICAL SERVICES KS N/A
         No     No  
(16) KANSAS CITY ORTHPAEDIC INSTITUTE LLC

3651 COLLEGE BLVD
LEAWOOD,KS66211
48-1197295 		MEDICAL SERVICES KS N/A
         No     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) ATG ASSURANCE COMPANY LTD

PO BOX 1109 GRAND CAYMAN
GEORGETOWN,GR CAYMANKY1-1002
CJ
98-0599167 		INSURANCE CJ BJC HEALTH SYSTEM
  		C 5,126,059 7,337,012 100.000 %   No
(2) PF SERVICES INC

11155 DUNN ROAD
ST LOUIS,MO63136
43-1237767 		MANAGEMENT SERVICES MO N/A
 C         No
(3) MB MEDICAL SERVICES INC

3015 N BALLAS ROAD
ST LOUIS,MO63131
43-1437404 		HEALTHCARE SERVICES MO N/A
 C         No
(4) ACTIVUM SG FEEDER FUND VII LP

ORDNANCE HOUISE 31 PIER ROAD
  ST. HELIERJE4 8PW
JE
98-1641958 		INVESTMENT HOLDINGS JE BJC HEALTH SYSTEM
  		C -1,699,774 6,683,648 55.140 %   No
(5) SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP

901 E104TH ST
KANSAS CITY,MO64131
37-1471890 		INSURANCE SC N/A
 C         No
(6) ST LUKES HEALTH VENTURES INC

901 E104TH ST
KANSAS CITY,MO64131
43-1278476 		ACCOUNTING MO N/A
 C         No
(7) MEDICAL PLAZA MANAGEMENT INC

901 E104TH ST
KANSAS CITY,MO64131
43-1352317 		MEDICAL OFFICE BUILDING MANAGEMENT MO N/A
 C         No
(8) SAINT LUKES HEALTH SYSTEM INSURANCE LTD

113 SOUTH CHURCH RD
GEORGETOWN,GR CAYMAN  
CJ
CAPTIVE CJ N/A
 C         No
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
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
Yes
 
i Exchange of assets with related organization(s) ............................
1i
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BARNES-JEWISH ST PETERS HOSPITAL INC

 A 1,200,282  
(2) BARNES-JEWISH ST PETERS HOSPITAL INC

 R 208,839,067  
(3) BARNES-JEWISH ST PETERS HOSPITAL INC

 M 1,031,918  
(4) ALTON MEMORIAL HOSPITAL

 J 26,536,175  
(5) ALTON MEMORIAL HOSPITAL

 P 520,588,826  
(6) ALTON MEMORIAL HOSPITAL

 M 4,961,112  
(7) ALTON MEMORIAL HOSPITAL

 A 1,032,345  
(8) ALTON MEMORIAL HOSPITAL

 O 24,994,735  
(9) ALTON MEMORIAL HOSPITAL

 N 3,761,436  
(10) ALTON MEMORIAL HOSPITAL

 S 11,613,808  
(11) ALTON MEMORIAL HOSPITAL

 H 695,358  
(12) ALTON MEMORIAL HOSPITAL

 C 55,956  
(13) ALTON MEMORIAL HOSPITAL

 R 201,310,346  
(14) ALTON MEMORIAL HOSPITAL

 K 25,166,137  
(15) ALTON MEMORIAL HOSPITAL

 L 9,537,619  
(16) ALTON MEMORIAL HOSPITAL

 I 736,201  
(17) ALTON MEMORIAL HOSPITAL

 Q 339,434,628  
(18) BARNES-JEWISH HOSPITAL

 C 13,237,180  
(19) BARNES-JEWISH HOSPITAL

 R 3,244,432,833  
(20) BARNES-JEWISH HOSPITAL

 K 140,174,974  
(21) BARNES-JEWISH HOSPITAL

 H 977,478  
(22) BARNES-JEWISH HOSPITAL

 A 27,442,737  
(23) BARNES-JEWISH HOSPITAL

 P 8,511,711,492  
(24) BARNES-JEWISH HOSPITAL

 J 142,079,980  
(25) BARNES-JEWISH HOSPITAL

 I 988,432  
(26) BARNES-JEWISH HOSPITAL

 B 3,573,625  
(27) BARNES-JEWISH HOSPITAL

 N 14,194,941  
(28) BARNES-JEWISH HOSPITAL

 S 86,526,458  
(29) BARNES-JEWISH HOSPITAL

 O 424,141,026  
(30) BARNES-JEWISH HOSPITAL

 Q 5,257,262,933  
(31) BARNES-JEWISH HOSPITAL

 M 141,422,655  
(32) BARNES-JEWISH HOSPITAL

 L 13,421,994  
(33) BARNES-JEWISH ST PETERS & PROGRESS WEST FOUNDATION

 P 1,429,915  
(34) BARNES-JEWISH ST PETERS & PROGRESS WEST FOUNDATION

 R 283,935  
(35) BARNES-JEWISH ST PETERS & PROGRESS WEST FOUNDATION

 Q 1,227,296  
(36) BARNES-JEWISH ST PETERS & PROGRESS WEST FOUNDATION

 B 144,540  
(37) BARNES-JEWISH ST PETERS & PROGRESS WEST FOUNDATION

 C 70,771  
(38) BARNES-JEWISH ST PETERS HOSPITAL INC

 J 36,132,417  
(39) BARNES-JEWISH ST PETERS HOSPITAL INC

 C 156,119  
(40) BARNES-JEWISH ST PETERS HOSPITAL INC

 L 3,644,207  
(41) BARNES-JEWISH ST PETERS HOSPITAL INC

 N 3,458,000  
(42) BARNES-JEWISH ST PETERS HOSPITAL INC

 K 35,177,958  
(43) BARNES-JEWISH ST PETERS HOSPITAL INC

 P 512,689,548  
(44) BARNES-JEWISH ST PETERS HOSPITAL INC

 Q 316,013,759  
(45) BARNES-JEWISH ST PETERS HOSPITAL INC

 O 30,008,956  
(46) BARNES-JEWISH WEST COUNTY HOSPITAL

 R 276,805,804  
(47) BARNES-JEWISH WEST COUNTY HOSPITAL

 Q 498,478,489  
(48) BARNES-JEWISH WEST COUNTY HOSPITAL

 M 344,890  
(49) BARNES-JEWISH WEST COUNTY HOSPITAL

 O 29,110,706  
(50) BARNES-JEWISH WEST COUNTY HOSPITAL

 P 754,262,511  
(51) BARNES-JEWISH WEST COUNTY HOSPITAL

 N 16,807,935  
(52) BARNES-JEWISH WEST COUNTY HOSPITAL

 L 3,277,316  
(53) BARNES-JEWISH WEST COUNTY HOSPITAL

 I 549,729  
(54) BARNES-JEWISH WEST COUNTY HOSPITAL

 A 3,920,922  
(55) BARNES-JEWISH WEST COUNTY HOSPITAL

 S 9,823,891  
(56) BARNES-JEWISH WEST COUNTY HOSPITAL

 H 108,747  
(57) BARNES-JEWISH WEST COUNTY HOSPITAL

 J 5,884,367  
(58) BARNES-JEWISH WEST COUNTY HOSPITAL

 K 4,469,014  
(59) BJC BEHAVIORAL HEALTH

 S 11,429,058  
(60) BJC BEHAVIORAL HEALTH

 P 285,379,539  
(61) BJC BEHAVIORAL HEALTH

 Q 174,183,783  
(62) BJC BEHAVIORAL HEALTH

 L 531,193  
(63) BJC BEHAVIORAL HEALTH

 M 22,380,930  
(64) BJC BEHAVIORAL HEALTH

 R 104,080,770  
(65) BJC BEHAVIORAL HEALTH

 A 226,383  
(66) BJC BEHAVIORAL HEALTH

 O 19,985,003  
(67) BJC CORPORATE HEALTH SERVICES

 O 2,795,735  
(68) BJC CORPORATE HEALTH SERVICES

 A 14,586  
(69) BJC CORPORATE HEALTH SERVICES

 M 271,936  
(70) BJC CORPORATE HEALTH SERVICES

 P 30,534,200  
(71) BJC CORPORATE HEALTH SERVICES

 L 230,021  
(72) BJC CORPORATE HEALTH SERVICES

 R 9,641,976  
(73) BJC CORPORATE HEALTH SERVICES

 Q 21,082,869  
(74) BJC HOME CARE SERVICES

 Q 209,596,566  
(75) BJC HOME CARE SERVICES

 S 141,128  
(76) BJC HOME CARE SERVICES

 P 326,614,034  
(77) BJC HOME CARE SERVICES

 O 21,913,307  
(78) BJC HOME CARE SERVICES

 R 116,865,428  
(79) BJC HOME CARE SERVICES

 L 130,144  
(80) BJC HOME CARE SERVICES

 K 219,938  
(81) BJC HOME CARE SERVICES

 A 262,173  
(82) BJC HOME CARE SERVICES

 M 2,946,379  
(83) BJC HOME CARE SERVICES

 C 2,004,620  
(84) CHILDREN'S ILLINOIS INC

 O 323,644  
(85) CHILDREN'S ILLINOIS INC

 L 1,187,998  
(86) CHILDREN'S ILLINOIS INC

 M 955,114  
(87) CHILDREN'S ILLINOIS INC

 R 830,071  
(88) CHILDREN'S ILLINOIS INC

 P 14,531,002  
(89) CHILDREN'S ILLINOIS INC

 Q 13,992,606  
(90) CHRISTIAN HEALTH SERVICES DEVELOPMENT CORPORATION

 J 162,411  
(91) CHRISTIAN HEALTH SERVICES DEVELOPMENT CORPORATION

 P 831,464  
(92) CHRISTIAN HEALTH SERVICES DEVELOPMENT CORPORATION

 Q 663,781  
(93) CHRISTIAN HOSPITAL FOUNDATION

 Q 2,696,757  
(94) CHRISTIAN HOSPITAL FOUNDATION

 R 486,287  
(95) CHRISTIAN HOSPITAL FOUNDATION

 B 409,452  
(96) CHRISTIAN HOSPITAL FOUNDATION

 L 66,026  
(97) CHRISTIAN HOSPITAL FOUNDATION

 P 2,710,018  
(98) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 C 584,596  
(99) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 J 26,288,913  
(100) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 I 431,328  
(101) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 R 434,293,673  
(102) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 Q 1,571,596,816  
(103) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 P 1,910,089,695  
(104) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 L 91,429,468  
(105) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 K 24,482,604  
(106) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 M 5,385,508  
(107) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 H 289,253  
(108) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 N 3,763,600  
(109) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 A 1,557,447  
(110) CHRISTIAN HOSPITAL NORTHEAST NORTHWEST

 O 54,466,276  
(111) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 M 19,295,486  
(112) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 L 7,293,045  
(113) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 A 149,384  
(114) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 P 430,799,053  
(115) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 J 578,965  
(116) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 O 61,062,042  
(117) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 I 411,214  
(118) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 R 109,364,775  
(119) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 K 4,592,537  
(120) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 H 591,331  
(121) FAIRVIEW HEIGHTS MEDICAL GROUP SC

 Q 318,386,142  
(122) MEMORIAL FOUNDATION INC

 B 1,418,606  
(123) MEMORIAL FOUNDATION INC

 C 203,976  
(124) MEMORIAL FOUNDATION INC

 P 12,257,586  
(125) MEMORIAL FOUNDATION INC

 Q 13,282,264  
(126) MEMORIAL FOUNDATION INC

 R 206,440  
(127) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 P 11,018,611  
(128) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 O 54,813  
(129) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 Q 9,606,023  
(130) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 R 2,776,041  
(131) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 B 1,259,888  
(132) MISSOURI BAPTIST HEALTHCARE FOUNDATION

 S 66,311  
(133) MISSOURI BAPTIST HOSPITAL OF SULLIVAN

 A 578,530  
(134) MISSOURI BAPTIST HOSPITAL OF SULLIVAN

 L 1,300,178  
(135) MISSOURI BAPTIST HOSPITAL OF SULLIVAN

 O 15,437,714  
(136) MISSOURI BAPTIST HOSPITAL OF SULLIVAN

 Q 155,103,639  
(137) MISSOURI BAPTIST HOSPITAL OF SULLIVAN

 M 261,733  
(138) MISSOURI BAPTIST HOSPITAL OF SULLIVAN

 J 143,821  
(139) MISSOURI BAPTIST HOSPITAL OF SULLIVAN

 K 67,320  
(140) MISSOURI BAPTIST HOSPITAL OF SULLIVAN

 C 50,828  
(141) MISSOURI BAPTIST HOSPITAL OF SULLIVAN

 P 243,492,045  
(142) MISSOURI BAPTIST HOSPITAL OF SULLIVAN

 R 92,330,933  
(143) MISSOURI BAPTIST MEDICAL CENTER

 Q 1,269,820,749  
(144) MISSOURI BAPTIST MEDICAL CENTER

 H 570,537  
(145) MISSOURI BAPTIST MEDICAL CENTER

 N 6,869,020  
(146) MISSOURI BAPTIST MEDICAL CENTER

 J 54,038,568  
(147) MISSOURI BAPTIST MEDICAL CENTER

 K 49,282,278  
(148) MISSOURI BAPTIST MEDICAL CENTER

 R 872,045,574  
(149) MISSOURI BAPTIST MEDICAL CENTER

 A 3,865,326  
(150) MISSOURI BAPTIST MEDICAL CENTER

 M 8,822,434  
(151) MISSOURI BAPTIST MEDICAL CENTER

 I 129,554  
(152) MISSOURI BAPTIST MEDICAL CENTER

 O 100,634,579  
(153) MISSOURI BAPTIST MEDICAL CENTER

 C 1,466,794  
(154) MISSOURI BAPTIST MEDICAL CENTER

 P 2,111,798,947  
(155) MISSOURI BAPTIST MEDICAL CENTER

 L 14,430,755  
(156) PARKLAND HEALTH CENTER

 Q 270,840,121  
(157) PARKLAND HEALTH CENTER

 S 6,591,617  
(158) PARKLAND HEALTH CENTER

 R 187,616,270  
(159) PARKLAND HEALTH CENTER

 P 446,230,049  
(160) PARKLAND HEALTH CENTER

 M 3,586,213  
(161) PARKLAND HEALTH CENTER

 O 23,736,327  
(162) PARKLAND HEALTH CENTER

 C 315,019  
(163) PARKLAND HEALTH CENTER

 L 6,246,175  
(164) PARKLAND HEALTH CENTER

 J 653,789  
(165) PARKLAND HEALTH CENTER

 K 569,430  
(166) PARKLAND HEALTH CENTER

 A 562,042  
(167) PARKLAND HEALTH CENTER FOUNDATION

 B 248,181  
(168) PARKLAND HEALTH CENTER FOUNDATION

 O 55,341  
(169) PARKLAND HEALTH CENTER FOUNDATION

 P 737,429  
(170) PARKLAND HEALTH CENTER FOUNDATION

 Q 887,889  
(171) PARKLAND HEALTH CENTER FOUNDATION

 R 140,833  
(172) PROGRESS EAST HEALTHCARE CENTER

 R 234,036  
(173) PROGRESS EAST HEALTHCARE CENTER

 P 2,899,277  
(174) PROGRESS EAST HEALTHCARE CENTER

 Q 2,665,241  
(175) PROGRESS WEST HEALTHCARE CENTER

 M 409,794  
(176) PROGRESS WEST HEALTHCARE CENTER

 Q 220,156,283  
(177) PROGRESS WEST HEALTHCARE CENTER

 O 17,931,487  
(178) PROGRESS WEST HEALTHCARE CENTER

 C 55,363  
(179) PROGRESS WEST HEALTHCARE CENTER

 N 1,875,300  
(180) PROGRESS WEST HEALTHCARE CENTER

 R 120,038,136  
(181) PROGRESS WEST HEALTHCARE CENTER

 L 2,363,590  
(182) PROGRESS WEST HEALTHCARE CENTER

 K 1,094,984  
(183) PROGRESS WEST HEALTHCARE CENTER

 J 1,877,457  
(184) PROGRESS WEST HEALTHCARE CENTER

 A 825,759  
(185) PROGRESS WEST HEALTHCARE CENTER

 P 334,937,461  
(186) PROTESTANT MEMORIAL MEDICAL CENTER INC

 N 12,851,320  
(187) PROTESTANT MEMORIAL MEDICAL CENTER INC

 R 507,569,557  
(188) PROTESTANT MEMORIAL MEDICAL CENTER INC

 Q 859,749,451  
(189) PROTESTANT MEMORIAL MEDICAL CENTER INC

 P 1,307,929,033  
(190) PROTESTANT MEMORIAL MEDICAL CENTER INC

 O 60,123,965  
(191) PROTESTANT MEMORIAL MEDICAL CENTER INC

 S 35,886,283  
(192) PROTESTANT MEMORIAL MEDICAL CENTER INC

 L 18,981,161  
(193) PROTESTANT MEMORIAL MEDICAL CENTER INC

 K 48,013,421  
(194) PROTESTANT MEMORIAL MEDICAL CENTER INC

 J 50,624,311  
(195) PROTESTANT MEMORIAL MEDICAL CENTER INC

 C 1,350,555  
(196) PROTESTANT MEMORIAL MEDICAL CENTER INC

 A 4,370,015  
(197) PROTESTANT MEMORIAL MEDICAL CENTER INC

 M 2,933,008  
(198) SAINT LUKE'S HEALTH SYSTEM INC

 Q 38,196,819  
(199) SAINT LUKE'S HEALTH SYSTEM INC

 P 42,913,846  
(200) SAINT LUKE'S HEALTH SYSTEM INC

 O 20,085,802  
(201) ST LOUIS CHILDREN'S HOSPITAL

 K 741,745  
(202) ST LOUIS CHILDREN'S HOSPITAL

 L 145,250,678  
(203) ST LOUIS CHILDREN'S HOSPITAL

 M 151,445,117  
(204) ST LOUIS CHILDREN'S HOSPITAL

 A 7,182,530  
(205) ST LOUIS CHILDREN'S HOSPITAL

 S 85,355,335  
(206) ST LOUIS CHILDREN'S HOSPITAL

 N 12,588,103  
(207) ST LOUIS CHILDREN'S HOSPITAL

 J 408,604  
(208) ST LOUIS CHILDREN'S HOSPITAL

 B 187,585  
(209) ST LOUIS CHILDREN'S HOSPITAL

 O 133,833,959  
(210) ST LOUIS CHILDREN'S HOSPITAL

 C 13,077,025  
(211) ST LOUIS CHILDREN'S HOSPITAL

 P 2,517,528,413  
(212) ST LOUIS CHILDREN'S HOSPITAL

 Q 1,551,824,795  
(213) ST LOUIS CHILDREN'S HOSPITAL

 R 1,057,228,391  
(214) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 B 13,659,863  
(215) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 C 258,192  
(216) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 P 130,075,373  
(217) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 L 125,654  
(218) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 Q 75,102,169  
(219) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 R 69,159,939  
(220) ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

 O 885,612  
(221) ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

 J 56,886  
(222) ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

 R 4,417,504  
(223) ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

 Q 20,653,430  
(224) ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

 P 24,853,966  
(225) ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

 K 273,854  
(226) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 O 653,758  
(227) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 P 116,045,876  
(228) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 Q 98,577,794  
(229) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 B 6,570,306  
(230) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 C 301,626  
(231) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 L 140,930  
(232) THE FOUNDATION FOR BARNES JEWISH HOSPITAL

 R 23,825,087  
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

Additional Data


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