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 07-01-2024 , and ending 06-30-2025
BCheck if applicable:
CName of organization
ST LUKE'S HEALTH NETWORK INC
 
% SCOTT R WOLFE
Doing business as
ST LUKE'S UNIVERSITY HEALTH NETWORK
 
Number and street (or P.O. box if mail is not delivered to street address)
1110 ST LUKES WAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALLENTOWN, PA18109
D Employer identification number

23-2384282
E Telephone number

G Gross receipts $ 147,653,642
F Name and address of principal officer:
SCOTT R WOLFE
1110 ST LUKES WAY
ALLENTOWN,PA18109
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.SLHN.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 2002
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE IN A NON-DISCRIMINATORY MANNER.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,215
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) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 77,277,116 147,653,642
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 0 0
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 77,277,116 147,653,642
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 0 0
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 0 0
19 Revenue less expenses. Subtract line 18 from line 12....... 77,277,116 147,653,642
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,345,688,223 1,563,592,262
21 Total liabilities (Part X, line 26)............. 0 0
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,345,688,223 1,563,592,262
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: THE MISSION OF THE ORGANIZATION IS TO PROVIDE COMPASSIONATE, EXCELLENT QUALITY AND COST EFFECTIVE HEALTHCARE TO THE RESIDENTS OF THE COMMUNITIES WE SERVE REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. THE ORGANIZATION IS THE PARENT ENTITY OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK'S MISSION IS TO CARE FOR THE SICK AND INJURED REGARDLESS OF THEIR ABILITY TO PAY, IMPROVE OUR COMMUNITIES' OVERALL HEALTH, AND EDUCATE OUR HEALTH CARE PROFESSIONALS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 147,653,642 )
ST. LUKE'S HEALTH NETWORK IS THE TAX-EXEMPT PARENT ENTITY OF THE ST. LUKE'S UNIVERSITY HEALTH NETWORK. THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF MULTIPLE HOSPITALS AND NUMEROUS AFFILIATED HEALTHCARE ORGANIZATONS THAT PROVIDE EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE SERVICES THROUGHOUT PENNSYLVANIA AND NEW JERSEY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses0
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. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
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 III..
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 VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
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
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (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........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 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
 
No
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
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
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
0
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
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
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
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
14
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
10
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
Yes
 
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:
SCOTT R WOLFE1110 ST LUKES WAY   ALLENTOWN,PA18109 (484) 526-4000
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) Richard A Anderson......................................................................
TRUSTEE - PRESIDENT/CEO-SLUHN
55.0
.................
0.0
X   X       0 3,957,845 538,084
(2) Joel D Fagerstrom......................................................................
EVP & Chief Operating Officer
55.0
.................
0.0
    X       0 1,676,833 430,024
(3) Robert E Martin......................................................................
SVP Chief strat.off(Term 7/24)
55.0
.................
0.0
    X       0 1,355,014 235,201
(4) ROBERT L WAX ESQ......................................................................
SVP GENERAL COUNSEL
55.0
.................
0.0
    X       0 1,229,727 261,976
(5) Scott R Wolfe......................................................................
SVP Finance & CFO
55.0
.................
0.0
    X       0 1,406,520 49,052
(6) Jeffrey A Jahre MD......................................................................
SVP Medical & Academic Affairs
55.0
.................
0.0
    X       0 1,190,785 52,748
(7) Edward R Nawrocki......................................................................
President, East Region
55.0
.................
0.0
      X     0 888,760 250,475
(8) Chad T Brisendine......................................................................
VP & Chief Information Officer
55.0
.................
0.0
    X       0 1,022,236 71,336
(9) William E Moyer IV......................................................................
President, West Region
55.0
.................
0.0
      X     0 866,705 165,653
(10) Aldo Carmona MD......................................................................
SVP Clinical Integration
55.0
.................
0.0
    X       0 891,561 40,398
(11) Donna M Sabol......................................................................
SVP & Chief Quality Officer
55.0
.................
0.0
    X       0 740,067 151,837
(12) Evan B Ochs......................................................................
SVP & Chief HR Officer
55.0
.................
0.0
    X       0 809,036 62,264
(13) Dennis J Dougherty......................................................................
President/CEO St. Luke's PT
55.0
.................
0.0
      X     0 791,210 38,179
(14) Wendy N Lazo......................................................................
President, SLHB
55.0
.................
0.0
      X     0 607,931 69,015
(15) Raymond S Midlam......................................................................
VP Chief Strat OFF(EFF 7/7/24)
55.0
.................
0.0
    X       0 569,011 62,120
(16) Michael P Sabol DO......................................................................
Trustee
55.0
.................
0.0
X           0 453,136 39,095
(17) Ashley Swope MSN RN......................................................................
Chief Nursing Officer
55.0
.................
0.0
      X     0 432,577 39,523
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;
(18) Carol A Kuplen RN MSN........................................................................
Former Officer
55.0
.......................0.0
          X 0 274,417 26,647
(19) Robert B Black........................................................................
Chairman - Trustee
1.0
.......................0.0
X   X       0 0 0
(20) Buddy Lesavoy ESQ........................................................................
Vice Chairman - Trustee
1.0
.......................0.0
X   X       0 0 0
(21) Robert A Oster........................................................................
Vice Chairman - Trustee
1.0
.......................0.0
X   X       0 0 0
(22) Susan M Dale........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(23) Paul E Huck........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(24) David M Lobach Jr........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(25) David Muething........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(26) Liz Beshel Robinson........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(27) Charles D Saunders MD........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(28) Vincent Sorgi........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(29) Luanne B Stauffer........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(30) Dorothy Weik-Hange........................................................................
Trustee
1.0
.......................0.0
X           0 0 0
(31) David M Yen MD........................................................................
Trustee (Term 10/31/24)
1.0
.......................0.0
X           0 0 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 0 19,163,371 2,583,627
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 0
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 $100,000 of compensation from the organization 0
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 0
 Program Service RevenueAmt Business Code
2a EQUITY IN NET INCOME OF ST. LUKE'S          
b UNIVERSITY HEALTH NETWORK AFFILIATES 900099 147,653,642 147,651,427 2,215  
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 147,653,642
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 0      
4 Income from investment of tax-exempt bond proceeds 0      
5 Royalties........... 0      
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss)....... 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a    
b Less: cost or other basis and sales expenses 7b    
c Gain or (loss) 7c    
d Net gain or (loss)......... 0      
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events.. 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities.. 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory.. 0      
 OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 0
12 Total revenue. See instructions..... 147,653,642 147,651,427 2,215  
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 .... 0  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 0      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 0      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0      
12 Advertising and promotion .... 0      
13 Office expenses ....... 0      
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 0      
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 0      
23 Insurance ... 0      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 0 0 0 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here 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 ........ 0 1 0
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b   0 10c 0
11 Investments—publicly traded securities . 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 1,345,688,223 13 1,563,592,262
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,345,688,223 16 1,563,592,262
Liabilities 17 Accounts payable and accrued expenses ..... 0 17 0
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 0 25 0
26 Total liabilities. Add lines 17 through 25.. 0 26 0
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,195,644,651 27 1,407,578,169
28 Net assets with donor restrictions ........... 150,043,572 28 156,014,093
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 ........... 1,345,688,223 32 1,563,592,262
33 Total liabilities and net assets/fund balances ........ 1,345,688,223 33 1,563,592,262
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
147,653,642
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
0
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
147,653,642
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,345,688,223
5
Net unrealized gains (losses) on investments ...............
5
73,168,816
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
-2,918,419
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,563,592,262
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
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

23-2384282
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 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 ...............................9
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) ST LUKE'S HOSPITAL OF BETHLEHEM PA
 
231352213 3 Yes   0 0
(B) ST LUKE'S HOSTPITAL ANDERSON CAMPUS
 
454394739 3 Yes   0 0
(C) ST LUKE'S HOSPITAL MONROE CAMPUS
 
465143606 3 Yes   0 0
(D) ST LUKE'S QUAKERTOWN HOSPITAL
 
231352203 3 Yes   0 0
(E) ST LUKE'S WARREN HOSPITAL INC
 
221494454 3 Yes   0 0
(F) CARBON-SCHUYLKILL COMMUNITY HOSPITAL
 
251550350 3 Yes   0 0
(G) ST LUKE'S HOSPITAL CARBON CAMPUS
 
861248931 3   No 0 0
(H) ST LUKE'S HOSPITAL EASTON CAMPUS
 
844475996 3   No 0 0
(I) GSL HOSPITAL
 
824432109 3   No 0 0
Total
9
0 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
 
No
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
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
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
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
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
Schedule A, Part IV, Section A; Question 1 The Hospitals originally part of the Saint Luke's University Health Network upon formation or newly built are listed in the organization's governing documents. Recent hospital affiliations (whether acquired or constructed) who became part of the Network are not listed in the organization's governing documents. However, the organization's governing documents designate its supported organizations by both class and purposes. The class are qualifying Internal Revenue Code Section 501 (c)(3) tax-exempt hospitals and the purposes of the qualifying Internal Revenue Code Section 501 (c)(3) tax-exempt hospitals are to provide EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY consistent with and in furtherance of Revenue Ruling 69-545.
Schedule A (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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

23-2384282
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" 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 .... 150,043,572 137,325,274 125,095,362 137,900,881 114,287,315
b Contributions ... -723,477 9,540,734 12,120,498 10,193,825 10,521,807
c Net investment earnings, gains, and losses 16,012,350 13,151,559 7,816,208 -13,435,808 18,726,236
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
9,318,352 9,973,995 7,706,794 9,563,536 5,634,477
f Administrative expenses ....          
g End of year balance ...... 156,014,093 150,043,572 137,325,274 125,095,362 137,900,881
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 arrow100.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow  
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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)INVESTMENT IN SLUHN AFFILIATES 1,563,592,262 F
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow 1,563,592,262
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  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow  
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
SCHEDULE D, PART V; QUESTION 4 THE ORGANIZATION IS THE PARENT ENTITY OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE NETWORK AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE NETWORK'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE NETWORK'S ENDOWMENT FUNDS: The Network's individual donor restricted endowment funds and specific purpose funds total $83,928,379 and $76,530,881 as of June 30, 2025 and 2024, respectively. Individual donor restricted endowment funds are held for a variety of purposes. The net assets associated with endowment funds are classified and reported based on the existence of donor-imposed restrictions. Return Objectives and Risk Parameters The Network has adopted endowment investment and spending policies that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of endowment assets. Under this policy, the return objective for the endowment assets, measured over a full market cycle, shall be to maximize the return against a blended index, based on the endowment's target allocation applied to the appropriate individual benchmarks. The Network expects its endowment funds over time, to provide an average rate of return approximating the S&P 500 Stock Index (domestic portion), MSCI EAFE Index (international portion) and Lehman Brothers Intermediate Government/Corporate Index (bond portion). Actual returns in any given year may vary from the index return amounts. Strategies Employed for Achieving Investment Objectives To achieve its long-term rate of return objectives, the Network relies on a total return strategy in which investment returns are achieved through both capital appreciation (realized and unrealized gains) and current yield (interest and dividends). The Network targets a diversified asset allocation that places greater emphasis on equity-based investments to achieve its long-term objectives within prudent risk constraints. Endowment Spending Allocation and Relationship of Spending Policy to Investment Objectives The Board of Trustees of the Network determines the method to be used to appropriate endowment funds for expenditure. Calculations are performed for individual endowment funds at a rate of 4.5 percent of a three-year moving average market value with a minimum increase of 0% and a maximum increase of 10% per year over the previous year's spending amount. The total is reduced by the income distributed from the endowment fund in accordance with the preferences/restrictions made by the donors. The corresponding calculated spending allocations are distributed annually by June 30. In establishing this policy, the Board considered the expected long-term rate of return on its endowment. Accordingly, over the long term, the Network expects the current spending policy to allow its endowment to grow at an average of 8% percent annually, consistent with its intention to maintain the purchasing power of the endowment assets as well as to provide additional real growth through new gifts.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

23-2384282
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed 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
 
 
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
 
 
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
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
Yes
 
b
Any related organization? ......................
6b
Yes
 
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (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
1Richard A Anderson
TRUSTEE - PRESIDENT/CEO-SLUHN
(i)

(ii)
0
-------------
1,717,347
0
-------------
1,378,581
0
-------------
861,917
0
-------------
508,286
0
-------------
29,798
0
-------------
4,495,929
0
-------------
401,858
2Joel D Fagerstrom
EVP & Chief Operating Officer
(i)

(ii)
0
-------------
963,411
0
-------------
522,103
0
-------------
191,319
0
-------------
392,411
0
-------------
37,613
0
-------------
2,106,857
0
-------------
0
3Robert E Martin
SVP Chief strat.off(Term 7/24)
(i)

(ii)
0
-------------
443,052
0
-------------
418,814
0
-------------
493,148
0
-------------
223,146
0
-------------
12,055
0
-------------
1,590,215
0
-------------
181,242
4ROBERT L WAX ESQ
SVP GENERAL COUNSEL
(i)

(ii)
0
-------------
727,611
0
-------------
382,466
0
-------------
119,650
0
-------------
219,582
0
-------------
42,394
0
-------------
1,491,703
0
-------------
0
5Scott R Wolfe
SVP Finance & CFO
(i)

(ii)
0
-------------
781,652
0
-------------
433,002
0
-------------
191,866
0
-------------
18,975
0
-------------
30,077
0
-------------
1,455,572
0
-------------
0
6Jeffrey A Jahre MD
SVP Medical & Academic Affairs
(i)

(ii)
0
-------------
604,100
0
-------------
450,142
0
-------------
136,543
0
-------------
24,150
0
-------------
28,598
0
-------------
1,243,533
0
-------------
0
7Edward R Nawrocki
President, East Region
(i)

(ii)
0
-------------
514,731
0
-------------
256,408
0
-------------
117,621
0
-------------
210,885
0
-------------
39,590
0
-------------
1,139,235
0
-------------
0
8Chad T Brisendine
VP & Chief Information Officer
(i)

(ii)
0
-------------
607,496
0
-------------
290,480
0
-------------
124,260
0
-------------
47,030
0
-------------
24,306
0
-------------
1,093,572
0
-------------
0
9William E Moyer IV
President, West Region
(i)

(ii)
0
-------------
537,012
0
-------------
243,480
0
-------------
86,213
0
-------------
138,776
0
-------------
26,877
0
-------------
1,032,358
0
-------------
0
10Aldo Carmona MD
SVP Clinical Integration
(i)

(ii)
0
-------------
649,378
0
-------------
218,965
0
-------------
23,218
0
-------------
13,800
0
-------------
26,598
0
-------------
931,959
0
-------------
0
11Donna M Sabol
SVP & Chief Quality Officer
(i)

(ii)
0
-------------
416,063
0
-------------
206,990
0
-------------
117,014
0
-------------
125,441
0
-------------
26,396
0
-------------
891,904
0
-------------
91,804
12Evan B Ochs
SVP & Chief HR Officer
(i)

(ii)
0
-------------
549,562
0
-------------
259,174
0
-------------
300
0
-------------
40,173
0
-------------
22,091
0
-------------
871,300
0
-------------
0
13Dennis J Dougherty
President/CEO St. Luke's PT
(i)

(ii)
0
-------------
342,813
0
-------------
446,667
0
-------------
1,730
0
-------------
24,150
0
-------------
14,029
0
-------------
829,389
0
-------------
0
14Wendy N Lazo
President, SLHB
(i)

(ii)
0
-------------
426,708
0
-------------
158,521
0
-------------
22,702
0
-------------
32,035
0
-------------
36,980
0
-------------
676,946
0
-------------
0
15Raymond S Midlam
VP Chief Strat OFF(EFF 7/7/24)
(i)

(ii)
0
-------------
442,046
0
-------------
126,515
0
-------------
450
0
-------------
23,345
0
-------------
38,775
0
-------------
631,131
0
-------------
0
16Michael P Sabol DO
Trustee
(i)

(ii)
0
-------------
386,117
0
-------------
66,719
0
-------------
300
0
-------------
18,975
0
-------------
20,120
0
-------------
492,231
0
-------------
0
17Ashley Swope MSN RN
Chief Nursing Officer
(i)

(ii)
0
-------------
346,493
0
-------------
85,814
0
-------------
270
0
-------------
18,975
0
-------------
20,548
0
-------------
472,100
0
-------------
0
18Carol A Kuplen RN MSN
Former Officer
(i)

(ii)
0
-------------
146,088
0
-------------
128,329
0
-------------
0
0
-------------
0
0
-------------
26,647
0
-------------
301,064
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
CORM FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2024 FORMS W-2.
SCHEDULE J, PART I; QUESTION 3 COMPENSATION REVIEW ------------------- EXECUTIVE COMPENSATION FOR THE HEALTH NETWORK CONSISTS OF FIXED SALARY, AT-RISK COMPENSATION AND OTHER DEFERRED COMPENSATION ARRANGEMENTS. TOTAL COMPENSATION FOR NETWORK EXECUTIVES IS APPROVED ANNUALLY BY THE NETWORK'S BOARD OF TRUSTEES. THE RECOMMENDED COMPENSATION IS ESTABLISHED THROUGH A MULTI-FACETED APPROACH INCLUDING USE OF AN INDEPENDENT CONSULTANT ENGAGED ON AN ONGOING BASIS BY THE BOARD OF TRUSTEES AND WHO WORKS DIRECTLY WITH THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. ALSO INCLUDED IS THE REVIEW OF FORMS 990 AND COMPENSATION SURVEYS OF OTHER COMPARABLE HEALTHCARE ORGANIZATIONS. BONUS/INCENTIVE --------------- THE AT-RISK COMPENSATION IS APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD AND IS BASED ON SEVERAL QUALITATIVE AND QUANTITATIVE COMPONENTS, INCLUDING JOINT COMMISSION, PENNSYLVANIA DEPARTMENT OF HEALTH AND PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION ACCREDITATIONS, EVIDENCE-BASED HOSPITAL PROCESS OF CARE MEASURES, OUTCOME MEASURES, SUCH AS PATIENT SATISFACTION, MORTALITY RATE, AND LENGTH OF STAY; EFFICIENCY MEASURES AS DEMONSTRATED BY COST-PER-ADJUSTED DISCHARGE AND NET INCOME. OTHER REPORTABLE COMPENSATION ----------------------------- OTHER BENEFITS INCLUDE DEFERRED COMPENSATION BENEFITS THAT HAD ACCUMULATED OVER YEARS OF SERVICE AND WAS REPORTED AND DISTRIBUTED IN ACCORDANCE WITH VESTING REQUIREMENTS AND INTERNAL REVENUE SERVICE RULES AND REGULATIONS. DEFERRED COMPENSATION --------------------- DEFERRED COMPENSATION REPRESENTS RETIREMENT BENEFITS EARNED DURING THE REPORTING PERIOD, NOT RECOGNIZED AS COMPENSATION ON THE EMPLOYEE'S 2024 FORM W-2. NONTAXABLE BENEFITS ------------------- NONTAXABLE BENEFITS REPRESENTS HEALTH AND WELFARE BENEFITS RECEIVED DURING THE REPORTING PERIOD, NOT RECOGNIZED AS COMPENSATION ON THE EMPLOYEE'S 2024 FORM W-2. COMPENSATION REPORTED ON PRIOR 990 ---------------------------------- TOTAL COMPENSATION REPORTED ON PRIOR FORMS 990 REPRESENTS RECOGNITION OF DEFERRED COMPENSATION BENEFITS THAT HAD ACCUMULATED OVER YEARS OF SERVICE AND WAS REPORTED AND DISTRIBUTED IN ACCORDANCE WITH VESTING REQUIREMENTS AND INTERNAL REVENUE SERVICE RULES AND REGULATIONS. THESE AMOUNTS WERE PREVIOUSLY REPORTED IN SCHEDULE J, COLUMN C - RETIREMENT AND OTHER DEFERRED COMPENSATION.
SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP"). THESE INDIVIDUALS HAVE SATISFIED BOTH THE AGE AND THE YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $401,858, ROBERT E. MARTIN, $181,242 AND DONNA M. SABOL, $91,804. THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTINGS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: Scott R. Wolfe, $39,932 AND Aldo Carmona, M.D., $21,008. ADDITIONALLY, THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES AMOUNTS RELATED TO VESTED CAPITAL ACCUMULATION FOR POST-RETIREMENT DEATH BENEFITS. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $405,344; JOEL D. FAGERSTROM, $166,339; ROBERT E. MARTIN, $111,459; Scott R. Wolfe, $126,724; ROBERT L. WAX, ESQ., $118,960; JEFFREY A. JAHRE, M.D., $112,925; EDWARD R. NAWROCKI, $93,331; CHAD T. BRISENDINE, $100,810 AND WILLIAM E. MOYER, IV, $84,923. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD A. ANDERSON, $484,136; JOEL D. FAGERSTROM, $368,261; ROBERT E. MARTIN, $198,996; ROBERT L. WAX, ESQ., $195,432; EDWARD R. NAWROCKI, $186,735; WILLIAM E. MOYER, IV, $114,626 AND DONNA M. SABOL, $101,291. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CHAD T. BRISENDINE, $28,055; EVAN B. OCHS, $21,198; WENDY N. LAZO, $7,885 AND RAYMOND S. MIDLAM, $4,370.
SCHEDULE J, PART I; QUESTIONS 6A AND 6B THE EXECUTIVE COMPENSATION PACKAGE FOR THE HEALTH NETWORK CONSISTS OF BOTH A FIXED SALARY AND ADDITIONAL AT-RISK COMPENSATION THAT IS BASED ON SEVERAL QUALITATIVE AND QUANTITATIVE COMPONENTS. THE COMPONENTS OF THE AT-RISK COMPENSATION PLAN INCLUDES JCAHO, DEPARTMENT OF HEALTH AND TRAUMA CENTER ACCREDITATIONS, EVIDENCE BASED HOSPITAL PROCESS OF CARE MEASURES, OUTCOME MEASURES SUCH AS PATIENT SATISFACTION, MORTALITY RATE, LENGTH OF STAY, EFFICIENCY MEASURES AS DEMONSTRATED BY COST PER ADJUSTED DISCHARGE AND FINALLY NET INCOME.
SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED AT-RISK COMPENSATION DURING CALENDAR YEAR 2024 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.
Schedule J (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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

23-2384282
Return Reference Explanation
CORE FORM, PAGE 1, BOX C PLEASE NOTE, IN ADDITION TO THE D/B/A INCLUDED ON PAGE 1 OF THIS FORM 990, THIS ORGANIZATION ALSO FILED THE FOLLOWING FICTITIOUS NAME WITH THE COMMONWEALTH OF PENNSYLVANIA AND OPERATES UNDER THE FOLLOWING: ST. LUKE'S CARE NOW.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS St. Luke's University Health Network (St. Luke's), founded in 1872, is a fully integrated, regional, not-for-profit network of more than 2,250 volunteers, 23,000 employees and 2,500 physicians, nurse practitioners and physician assistants, representing more than 100 specialties, providing services and at 16 campuses and more than 350 outpatient sites. Annual admissions and observations exceeded 110,000. In addition, in FY 25, there were 358,994 emergency room visits, 1,701,201 outpatient registrations, 229,654 urgent care visits and 4,347,213 physician care visits. With annual net revenue exceeding $4.5 billion, the network's service area includes 11 counties: Lehigh, Northampton, Berks, Bucks, Carbon, Luzerne, Montgomery, Monroe and Schuylkill Counties in Pennsylvania and Warren and Phillipsburg counties in New Jersey. St. Luke's, a not-for-profit 501(c)(3) tax-exempt organization, is committed to caring for the sick and injured regardless of their ability to pay, educating our health care professionals and improving the overall health of the communities it serves. MISSION ------- The mission of St. Luke's University Health Network is to care for the sick and injured regardless of their ability to pay, improve our communities' overall health, and educate our health care professionals. The mission will be accomplished by the following: - Making the patient our highest priority. - Promoting healthy lifestyles and continuously improving care provided to heal the sick and injured. - Coordinating and integrating services into a seamless, easily accessible system of care. - Improving the level of service provided throughout the network. - Ensuring all health care services are relevant to the needs of the community. - Striving to maximize the satisfaction of our patients, employees, medical staff and volunteers and, - Training allied health professionals, nursing and medical students, and residents and fellows and attracting them to practice within our network's service area. OVERVIEW --------- St. Luke's provided total net community benefits of $516,637,181. Comprised of: Charity care and means tested programs (the difference between cost of care versus Medicaid reimbursement) of $205,616,412 plus other community health improvement services/cash and in-kind contributions, subsidized health services and health profession education of $311,020,769. St. Luke's strives endlessly to provide the highest quality care at the lowest cost and has been recognized by various rating organizations as a high value provider. The network operates on a conservative margin. Any excess revenue earned is continuously reinvested on behalf of the community to improving health care services. In FY 25, St. Luke's margin (the difference between the cost of providing care and revenue earned) was 2.5%. To put this into perspective that amounts to about 20 days of payroll. Caring for the sick and injured - improving quality and access in keeping with its mission, St. Luke's continuously works to improve both quality of care and access to care in all the communities it serves. In recent years, both St. Luke's as a network, and its individual hospitals and programs, have received numerous, significant recognitions for quality. St. Luke's has made great strides in maintaining and improving access to health care services, especially in underserved rural areas and urban areas with low-income populations. NETWORK-WIDE HIGHLIGHTS ----------------------- St. Luke's University Health Network is the only independent health care network headquartered in the Lehigh Valley, governed by local business leaders. It is the Lehigh Valley's largest employer, and the only health system in Pennsylvania recognized as a national Top Workplace in 2025 by USA Today. St. Luke's aims to achieve top-decile performance in clinical quality and safety measures, provide exceptional service and be perceived as EASY to use by everyone accessing our services. The Network's flagship University Hospital has earned the 100 Top Major Teaching Hospital designation from Premier 13 times, including in 2023 when it was identified as the #4 TEACHING HOSPITAL IN THE COUNTRY. St. Luke's is the only Lehigh Valley health care system to earn Medicare's five-star ratings (the highest) for quality, efficiency and patient satisfaction. It is both a Leapfrog Group and Healthgrades Top Hospital and a Newsweek World's Best Hospital. The fully integrated system includes many other health care services, such as home health and hospice. St. Luke's Physicians Group (SLPG) comprises more than 2,000 physicians and advanced practitioners. Additionally, St. Luke's Care Network includes independent practices with roughly 400 physicians and advanced practitioners. FY 2025 Highlights ------------------- In FY 2025, St. Luke's University Health Network continued to expand services and invest in the education of future health care providers. - St. Luke's finalized negotiations and work to add Grand View Hospital in Sellersville as its 16th campus, the culmination of a process that began in earnest in 2024. On July 1, 2025, Grand View Health joined St Luke's Grand View Health has joined St. Luke's University Health Network, having received all necessary federal and state regulatory approvals. Doug Hughes, who was named president and CEO of Grand View in 2022, will continue to serve as President of the St. Luke's Grand View Campus and report to St. Luke's Executive Vice President & COO Joel Fagerstrom. Headquartered in Sellersville, Grand View was established in 1913 as Bucks County's first hospital. It has grown into a nonprofit, community-based health system of 2,000 employees, caring for residents of Bucks and Montgomery counties. It has received an 'A' grade for safety from the Leapfrog Group and has earned five stars (the highest) for quality from the Centers for Medicare & Medicaid Services (CMS). - St. Luke's Upper Bucks Campus completed the construction of an $8 million, 11-square-foot addition, which doubled the size of its emergency room with the addition of 12 beds, bringing the total to 28 individual rooms. The ribbon-cutting was held on Oct. 1, 2025, and the expanded ER opened on Oct. 2, with the capacity to treat 22,000 patients per year. The new ER was built with $2.5 million in Redevelopment Assistance Capital Program (RACP) funds secured through financial assistance provided by the Commonwealth of Pennsylvania, Honorable Josh Shapiro, Governor. - St. Luke's continued to work on the development of the St. Luke's College of Health Sciences to prepare for the acceptance of applications to begin in January 2026 for its inaugural class, which will commence in May 2026. The college will offer an associate degree in both radiography and respiratory care, as well as a Bachelor of Science in Nursing degree for already licensed registered nurses (RN to BSN). The college will offer diverse hands-on training and classroom learning with meaningful collaboration to prepare students for a successful career. Meanwhile, St. Luke's continues to partner with regional colleges and universities while its new educational entity expands the network's ability to address workforce shortages in critical health care roles by broadening access to education. Inpatient Services ------------------ Other Recent Accomplishments: - In February 2024, St. Luke's Allentown opened its new Women & Babies Pavilion. The expanded facility will increase the community's access to high-quality birthing, post-partum and newborn services, including neonatal intensive care. The five-story, 85,000-square-foot tower, built on the east side of the hospital, helps meet the growing patient needs at this hospital campus. - In January 2024, St. Luke's Easton Campus opened the St. Luke's Easton Women's Imaging Center. The new center is located on the second floor of the hospital, adjacent to the radiology suite. Patients can receive their annual mammogram screening for breast cancer and dexa scans to detect osteoporosis. - In June 2024, Physical Therapy at St. Luke's obtained accreditation for its Neurologic Residency and candidacy for its Pediatric Physical Therapy Residency. Neurologic physical therapists rehabilitate individuals with neurologic disorders such as stroke, spinal cord injuries and multiple sclerosis. Pediatric physical therapists address developmental, neuromuscular and skeletal issues in infants, children and adolescents, fostering improved motor skills and functional independence. The one-year Neurologic Residency Program requires extensive mentoring in both the inpatient and outpatient settings. All core faculty members are board-certified specialists in neurology. Nationally, there are 73 accredited neurologic physical therapy residencies, including four in Pennsylvania and two in New Jersey.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - In December 2023, the Network opened the St. Luke's Orthopedic Hospital - West End Campus, a hospital for orthopedic surgery, where expert teams perform same-day surgeries of the knee, hip, spine, hand and shoulder and treat a myriad of sports-related fractures and other injuries. The two-story, 52,000-square-foot facility's first floor houses eight operating rooms and 24 patient care rooms for pre- and post-surgery care, along with support and auxiliary spaces and comfortable family waiting rooms. The VELYS robot-assisted orthopedic surgery system and other advanced technologies are used to maximize safety, accuracy, and the quality of operative outcomes. - In November 2023, St. Luke's opened the new six-bed Isaacman Family Children's Emergency Room at St. Luke's Children's Hospital in Bethlehem. The kid-friendly space, designed with a welcoming "under the sea" theme, allows children to avoid the added stress of an adult emergency room environment and reduces their anxiety while being treated. In addition to our board-certified pediatric emergency medicine physicians and specialized pediatric ER nurses, St. Luke's Child Life Specialist uses therapeutic play and education to make ER visits less frightening. As needed, the Isaacman Family St. Luke's Children's ER provides streamlined admissions to St. Luke's Pediatric Intensive Care Unit and Pediatric Inpatient Unit. As appropriate, staff members refer patients to any of more than 40 pediatric specialists at St. Luke's University Health Network. - On March 1, 2023, St. Luke's Upper Bucks Campus opened a new three-story addition doubling the size of the hospital, which opened in December 2019. The $79 million project adds more than 117,275 square feet for a new Women & Babies Pavilion, expanded cancer services and room for future expansion. The first floor expands the infusion capacity from 10 to 16 chairs, adds a new suite of oncology specialty practices - medical, surgical, radiation, and gynecological - and includes a TrueBeam linear accelerator, giving patients access to highly advanced radiation therapy services at this campus. The second-floor addition houses five labor and delivery rooms, 12 post-partum rooms, four triage rooms, six NICU beds and two C-section suites. - In February 2023, just over three years after opening, Geisinger St. Luke's Hospital in Orwigsburg opened 20 additional private medical-surgical beds to accommodate the hospital's increased inpatient volumes. This brings the total bed count to 60, including 10 existing Intensive Care Unit beds. - St. Luke's Quakertown Campus increased the number of beds for inpatient psychiatric services from 13 to 32 to meet increasing demand. With this addition, St. Luke's University Network's total inpatient psychiatric bed capacity is 202. - In November 2022, St. Luke's Allentown Campus broke ground for a new Women and Babies Pavilion to meet the growing patient needs for these services at this hospital campus. The five-story, 85,000 square-foot tower is being built on the east side of the current hospital at 1736 Hamilton Boulevard. The expansion includes a Level 3 NICU with 10 NICU beds, nine Labor & Delivery rooms and 13 post-partum rooms. The project will cost approximately $50 million and is scheduled to open in February 2024. Emergency Services ------------------- - With nine trauma centers, St. Luke's operates the region's largest trauma network and hospital-based EMS unit as well as 26 Care Now walk-in urgent care locations. Outpatient Services -------------------- - St. Luke's University Health Network operates more than 350 outpatient sites, including the following recent additions: Behavioral Health ------------------ In FY 25, St. Luke's University Health Network continued to make significant investments in expanding the availability and access to high-quality behavioral health services, including the opening of an office in Tamaqua in June 2025 to serve the mental health needs of Schuylkill County. The new Tamaqua clinic offers counseling, medication management and other outpatient mental health services. It is staffed by seven clinicians, including a doctor, a therapist, an advanced practitioner and rural psychiatric residents. The 3,000-square-foot facility is the sixth St. Luke's Penn Foundation Psychiatric Associates office, with others located in Allentown, Bethlehem, Lehighton and Phillipsburg, NJ. St. Luke's Penn Foundation delivers 35 mental health and addiction recovery programs at more than 18 locations across the Network and through mobile services in the community. St. Luke's Penn Foundation is an Aetna Institute of Quality and an Independence Blue Cross Blue Distinction Center for Substance Use Treatment and Recovery. Adult inpatient mental health services are offered at three campuses: St. Luke's Sacred Heart, St. Luke's Lehighton, and St. Luke's Quakertown. Adolescent inpatient mental health services are offered at St. Luke's Easton Campus. Outpatient mental health services for children, adolescents and adults include individual, couples, family or group counseling, psychiatric evaluations and medication management. Mental health residential and rehabilitation programs provide personalized support in accessing services and resources, coordinating healthcare and working towards career, educational and other life goals. In June 2025, St. Luke's Penn Foundation opened an office in Tamaqua to serve the mental health needs of Schuylkill County. The new Tamaqua clinic offers counseling, medication management and other outpatient mental health services. It is staffed by seven clinicians, including a doctor, a therapist, an advanced practitioner and rural psychiatric residents. The 3,000-square-foot facility is the sixth St. Luke's Penn Foundation outpatient mental health office, with others located in Allentown, Bethlehem, Lehighton, Sellersville and Phillipsburg, NJ. St. Luke's Lehighton Campus opened the state's first mental health walk-in center in 2022. Open every day, patients 14 and older can seek help for non-life-threatening conditions such as anxiety, panic attacks, depression, grief, thoughts of self-harm, mood swings, anger, school and more. In 2025, approximately 500 individuals sought treatment at the Walk-in Center, and 80% of those individuals were diverted from Emergency Departments. St. Luke's Penn Foundation expanded its Victory for Veterans program to provide suicide prevention services to veterans in both Carbon and Schuylkill Counties. Made possible by a grant from the U.S. Department of Veteran Affairs, the program served 63 veterans and their families this past year and more than 100 veterans and their families since its inception. Additionally, the program has outreached to more than 1,000 veterans through community events, places of worship, and local fairs and festivals. The team has also presented at locations such as the American Legion, VFWs and the Marine Corps League. The Victory for Veterans Program has initiated its own outreach events such as Ruck 'n Reflect, Roll or Stroll, the monthly Common Grounds Veterans Coffee Club and the monthly support groups. Inpatient drug and alcohol services are offered at two locations and include three levels of care: Medical Withdrawal Management Unit: 16-bed unit located at the St. Luke's Sacred Heart campus in Allentown and managed by triple board-certified physicians (Medical Toxicology, Addiction Medicine, Emergency Medicine) who manage withdrawal from substance use disorder and underlying medical conditions Detoxification and Inpatient Rehabilitation: 55-bed unit located at the St. Luke's Penn Foundation campus in Sellersville, providing individuals with a safe, structured environment to begin their recovery. The Recovery Center include 16-licensed detoxification beds for individuals withdrawing from alcohol, opioids, benzodiazepines and other substances. A variety of therapeutic activities are used to develop sober life skills and decrease barriers to long-term recovery. Outpatient drug and alcohol services include counseling, intensive outpatient program, Mobile Engagement Services, BCARES/Warm Handoff programs, medication-assisted treatment and family consultation. Prevention programs and education, such as Camp Crossroads, Family Education, and school-based presentations, are also provided. Dedicated to Advancing Medical Education ----------------------------------------- Temple/St. Luke Medical School is a four-year regional medical campus that collaborates with and is affiliated with Temple's Lewis Katz School of Medicine in Philadelphia. It is the preeminent teaching hospital in central-eastern Pennsylvania. In 2006, the Lewis Katz School of Medicine at Temple University (LKSOM) and St. Luke's University Health Network (SLUHN) established a clinical campus for third- and fourth-year students at St. Luke's Hospital.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS In 2011, St. Luke's senior leadership decided to join LKSOM in creating a regional medical school campus: Temple/St. Luke's. The inaugural Temple/St. Luke's class started in August of 2011 and graduated in May of 2015. In August 2020, the partnership between LKSOM Temple University and SLUHN expanded such that incoming students can now complete all four years of medical school at St. Luke's Bethlehem. There are presently 167 medical students enrolled in the medical school with an approximate enrollment of 40 students per class. On May 9, 2025, 37 Temple/St. Luke's School of Medicine students graduated at a ceremony at the Kimmel Center in Philadelphia, of which 13 graduates will continue their education at St. Luke's for residency. St. Luke's helps each medical student-many of whom are becoming the first doctor in their family-pay for their education through a yearly $10,000 scholarship. A Match Debt Relief program, started in 2020, provides tuition reimbursement to select medical students who choose to work at St. Luke's after graduation and pursue a career in family medicine, internal medicine, psychiatry, and pediatrics. The debt relief offered to each recipient depend upon the program and the years the student-turned-resident commits to continuing their career at the Network. In addition, St. Luke's continuously expands its post-graduate medical training programs. We currently have more than 530 residents and fellows enrolled in 60 accredited programs. The Network will have more than 60 fellowships and residencies by the end of the 2025 calendar year, with the addition of the Clinical Cardiac Electrophysiology Fellowship program. Other new programs added recently include Family Medicine Residency Grand View, the first residency program at the Grand View Campus, a Plastic and Reconstructive Surgery Residency, and a Foot and Ankle Physical Therapy Fellowship. At least a third of these residents and fellows will continue to work at St. Luke's following the completion of their programs - improving both the quality of and access to care in the region, well into the future. The majority of St. Luke's Graduate Medical Education Programs have been located at St. Luke's Bethlehem Campus and St. Luke's Anderson Campus, with continued growth expected at both sites. St. Luke's Anderson Campus currently has 216 residents with accredited graduate medical education programs in addiction medicine, addiction psychiatry, clinical neurophysiology, dermatology, diagnostic radiology, endocrinology, emergency medicine, family medicine, hematology/oncology, internal medicine, interventional radiology, neurology, otolaryngology head & neck surgery, pain medicine, pediatrics, psychiatry, sleep medicine, transitional year, and vascular neurology. St. Luke's Anderson Campus also offers rotations for surgical residents, OB/GYN residents and medical students. The Network is also affiliated with the Philadelphia College of Osteopathic Medicine, Drexel University College of Medicine, and other medical and podiatric schools. SLUHN is accredited by the Pennsylvania Commission for Continuing Medical Education to sponsor CME programs. The network sponsors approximately CME programs each year, with more than 25,000 physicians, advance practice clinicians, nurses and other learners attending. Nursing Education ------------------ Nursing education is also a priority. St. Luke's operates the nation's longest continuously operating School of Nursing, established in 1884. The 20-month accelerated program features 900 hours of clinical experience within St. Luke's University Health Network as well as other local acute care, chronic care and community agencies. The school offers both a traditional day program and an evening and weekend program - ideal for people who are working or caring for children or aging parents during the day. More than 200 applications are typically received for each incoming class of 100 students. There are currently 382 enrolled students. Typically, approximately 75% of nursing school students has been hired by Network entities upon graduation. Currently 65% of the students are employees while they are in school and benefitting from tuition reimbursement. Since August 2022, the Network has offered eligible St. Luke's employees tuition coverage upfront. This represents a $26,000 value. Students at St. Luke's School of Nursing are also provided with a laptop free of charge to use for coursework. Additionally, St. Luke's partners with Northampton Community College and Lehigh Carbon Community College to cover the up-front cost of prerequisite classes for our employees. Employees must still apply to the St. Luke's School of Nursing program, meet application requirements, and be accepted. Also, St. Luke' provides a residency program for new nurses. Classes focus on decision-making, critical thinking, clinical knowledge and quality, as well as emotional support. St. Luke's nurses engage in research on quality improvement innovations supported by the network center for nursing excellence, the registered nurse residency program, the nurse specialty fellowship programs and the office of clinical trials and research. The St. Luke's School of Nursing's (SON) diploma nursing program is granted continuing accreditation by the Accreditation Commission for Education in Nursing (ACEN) through fall 2029. This was a continued accreditation. The ACEN accreditation process included site visits and public input. That the accreditation is good through fall 2029 speaks to the quality of the SON program, the faculty and students who are part of it, and the support of the entire St. Luke's Network. Advanced Practitioners ----------------------- In FY 25, approximately 340 advanced practice students, including nurse practitioners, physician assistants, and nurse anesthetists, rotated through various specialties within St. Luke's University Health Network. Over 860 clinical placements were shared amongst these students. St. Luke's provides clinical experiences for the certified registered nurse anesthetist program from DeSales University, Cedar Crest College and La Salle University, and the certified registered nurse practitioner programs from Cedar Crest, DeSales University, Moravian College, Wilkes University and Drexel University. The network also offers advanced practitioner fellowships in emergency medicine, critical care and palliative care, hosts physician assistant programs from DeSales University, King's College, Drexel University, Delaware Valley University, Commonwealth University, Philadelphia College of Osteopathic Medicine and Pennsylvania State University and offers a physician assistant observer program. Allied Health Education ------------------------ SLUHN serves as a major training site for allied health professions. More than 495 students representing 80+ colleges, universities and technical institutes annually spend 110,219 hours at St. Luke's. Allied health professionals work in teams to facilitate functionality of the healthcare system through the provision of a range of diagnostic, technical, therapeutic and direct patient care and support services. Allied health professionals train in many disciplines, including athletic training, behavioral health, cardiology, dietetics, lab, medical assistants, MRI, nuclear medicine, phlebotomy, physical/occupational/speech therapy, radiology and respiratory care and social work. Students from more than 80 colleges, universities and technical institutes complete clinical training rotations and practicums in the network. SLUHN also trains students in surgical technology in its own school of surgical technology and master-level students in the Lehigh Valley's first and only athletic training residency. Pastoral Care Education ------------------------ St. Luke's Bethlehem maintains a chaplaincy residency and intern program accredited by the Association of Clinical Pastoral Education, Inc. Pharmacy Education Programs ---------------------------- The network maintains a pharmacy residency, which is a one-year training program for pharmacy graduates to gain additional clinical skills and knowledge in a health system setting. Residents complete rotations in a variety of inpatient and outpatient care areas, including internal medicine, critical care, pediatrics and oncology. Additionally, the pharmacy provides introductory and advanced practice pharmacy experiences to students from the University of the Sciences - Philadelphia College of Pharmacy and the University of Pittsburgh. These experiences are offered at St. Luke's Allentown, St. Luke's Anderson and St. Luke's Bethlehem Campuses. Hospital Administration Education Internships ---------------------------------------------- The network hosts interns from various colleges and universities who receive training in hospital management and administration in ambulatory care and inpatient settings.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Clinical Trials and Research ---------------------------- SLUHN's physicians are involved with approximately 200 clinical research trials and studies - a majority focused on cancer, cardiac, neurosurgery, orthopedic surgery and trauma. Improving the Overall Health of the Community --------------------------------------------- Every St. Luke's campus is committed to improving the overall health and enhancing the quality of life for the residents of the communities it serves. The individual campus reports provide many examples of how St. Luke's accomplishes this. In addition to the ways discussed previously, the list below highlights key points. In FY 25, St. Luke's: - Operated medical clinics to serve lower-income patients and those with inadequate insurance coverage. - Provided mobile medical services to school children. Services included physicals, adolescent health assessments, vision services, insurance referrals and nutrition counseling. - Provided mobile dental services to school children. - Provided a wide range of health screenings at numerous community events. - Conducted classes on life-saving topics, including first aid and life support. - Improved literacy by maintaining free lending libraries at various campuses and participating in school literacy programs. - Encouraged physical activity using the D&L trails and other walking/running/biking paths, and provided and supported numerous walks and runs. - Encouraged healthy eating through the farm to school program that provides school children hands-on learning about nutrition and gardening, employee access to locally grown produce through the expansion of the community supported agriculture (CSA), as well as numerous educational programs that educated patients on how to improve their health through healthy eating. - Worked with numerous media outlets to educate the community about health issues. - Held national drug take back day events, where unused drugs were collected. - Held food and clothing drives to benefit community members in need. Supporting the Local Economy ----------------------------- Although St. Luke's is a 501(c)(3) tax-exempt organization, the presence of its hospitals and other facilities provides an indirect benefit to local school districts and municipalities. St. Luke's is the largest, or one of the largest, employers in many of the communities where its hospitals are located. In FY 25 alone, St. Luke's paid $x.xxx billion in wages and salaries to approximately 23,000 employees. St. Luke's and these employees paid Social Security and Medicare taxes, and employees paid local income tax on their earnings. Most of these employees live in or near the city, town, borough or township, county, and school district where they work, and thus support the local tax base through the payment of property taxes and local income taxes. In addition, St. Luke's stimulates the local economy through the purchase of supplies and equipment, purchased services, and goods and services purchased by its employees. Also, maintenance of these hospitals and other network facilities - and construction of new ones -generate work for contractors, architects, designers, metal workers, carpenters, electricians, plumbers, painters and many more craftsmen. Furthermore, the circulation of hospital dollars has a ripple impact in local communities. In fact, the Hospital and Healthsystem Association of Pennsylvania (HAP) estimates that in FY 24 (latest available report), the effect of the hospital community on local economies in the Lehigh Valley region - comprising Berks, Carbon, Lehigh, Northampton and Schuylkill counties - was including the ripple effect, $12.7 billion, and hospital salary contributions was $3.8 billion. Hospitals supported 53,481 jobs. Hospitals were the top employers in Lehigh County. Furthermore, hospitals in Pennsylvania delivered $10.8 billion in community benefit in areas such as enhancing community health, providing charity care to patients in need, training and educating the next generation of health care professionals, conducting lifesaving medical research, and absorbing costs associated with caring for millions of Pennsylvanians covered by Medicare and Medicaid. ST. LUKE'S UNIVERSITY HEALTH NETWORK AWARDS AND RECOGNITION ============================================================ In FY 25, St. Luke's Hospitals have achieved numerous awards and recognition associated with the quality of services provided, including: U.S. Centers for Medicare & Medicaid Agency for Healthcare Research and Quality: In September 2025, the Centers for Medicare & Medicaid Services (CMS) - the federal Agency for Healthcare Research and Quality - recognized St. Luke's, alongside national heavyweights Houston Methodist and the Mayo Clinic, as the nation's three high-performing health systems for safety and quality. This affirms St. Luke's status as a leader among the largest and best-known health care providers in the country. The selection was based on publicly available data from CMS and the Hospital Consumer Assessment of Healthcare Providers and Systems survey. AHRQ reviewed 4,791 hospitals and 135 health systems with at least six hospitals. St. Luke's stood out as one of only three systems with multiple hospitals performing more than 75% above the national average in safety and patient experience. AHRQ and its contractors - Ripple Effect and the American Institutes for Research - conducted on-site reviews at two hospitals in each system, focusing on clinically complex patient populations across urban, suburban, and rural settings. St. Luke's Bethlehem and Miners campuses were selected for evaluation. Reviewers praised the Network's deep commitment to patient-centered care, noting that the "speak up" culture and "we fix things" mindset empower staff at all levels to raise concerns and drive improvements. Evaluators highlighted St. Luke's leadership development strategy and hiring for soft skills such as empathy, communication and bedside manner-key ingredients in the Network's success. CMS also awarded five-star ratings to St. Luke's hospitals-the highest possible score. St. Luke's Receives Medicare Shared Savings Payment: In FY 25, St. Luke's University Health Network (SLUHN) shared $38 million in savings with the federal government as a reward for controlling costs in the Lehigh Valley while providing high-quality medical care to Medicare patients in 2023. The only health network in the Lehigh Valley to receive a payment from the Medicare Shared Savings Plan (MSSP), St. Luke's earned it by achieving a high-quality score while providing cost-effective care to older and disabled patients. The Centers for Medicare & Medicaid Services (CMS) administers MSSP. St. Luke's has received reimbursement four years in a row - the only network in the Lehigh Valley to do so. Premier Ranks SLUHN Among 100 Top Hospitals: In April 2025, St. Luke's University Health Network was named to Premier's 2025 100 Top Hospitals list published by Fortune magazine. This is the 11th time in a row and the 13th time overall that St. Luke's hospitals have been recognized among the 100 Top Hospitals in the United States. St. Luke's is the only health network in the greater Lehigh Valley region to ever earn this distinction. Premier, Inc. identified the top hospitals through a rigorous evaluation of nearly 2,600 acute care, non-federal hospitals in the U.S., recognizing excellence in patient outcomes and quality as well as operational efficiency, financial health and community impact. In addition: - St. Luke's Anderson Campus was recognized for the seventh time among the 20 Best Teaching Hospitals. - St. Luke's Upper Bucks Campus / Quakertown Campus was named for the third time in the Small Community Hospital category - In New Jersey, St. Luke's Warren Campus was named to the list for the first time in the Small Community Hospital category. The only other New Jersey hospital to make the list was in the Large Community Hospitals category. Premier is a multinational health care company that delivers unbiased information, analytic tools, benchmarks, research and services to the health care industry. The Leapfrog Group Awards St. Luke's Hospitals Top Marks for Safety: In November 2025, the Leapfrog Group, a national nonprofit health care ratings organization, awarded every eligible hospital an A grade. The 11 campuses were Bethlehem, Allentown, Anderson, Carbon, Easton, Monroe, Miners, Sacred Heart, Upper Bucks and Warren, as well as Geisinger St. Luke's Hospital - were among a select group of hospitals across the nation awarded an A for their commitment to keeping patients safe and meeting the highest safety standards in the nation. All 11 also earned A's last fall. The Safety Grade assigns letter grades of A, B, C, D and F twice annually - in the spring and fall - to hospitals nationwide based on their performance in preventing medical errors, infections and other harms.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Leapfrog also awards "Straight A" designation to hospitals that have earned A's at least five times in a row. The following seven St. Luke's hospitals qualified: - St. Luke's Allentown Campus - 13 A's in a row - Straight A Since 2019 - St. Luke's Anderson Campus - 16 A's in a row - Straight A Since 2018 - St. Luke's Monroe Campus - 14 A's in a row - Straight A Since 2019 - St. Luke's Sacred Heart Campus - 11 A's in a row - Straight A Since 2020 - St. Luke's Bethlehem Campus - 17 A's in a row - Straight A Since 2017 - St. Luke's Warren Campus - 14 A's in a row - Straight A Since 2019 - Geisinger St. Luke's Hospital - 8 A's in a row - Straight A Since 2022 - St. Luke's Easton Campus - 7 A's in a row - Straight A Since 2022 St. Luke's Earns Top Workplace Designations: The Morning Call newspaper has named St. Luke's University Health Network the Top Workplace in the large employer category. This is the third year in a row that St. Luke's has been recognized as a Top Workplace. Also, for the third consecutive year, St. Luke's University Health Network has been recognized as the #1 health care employer in Pennsylvania by Forbes Magazine. It's also a Top 10 employer statewide, ranking fourth in Pennsylvania behind Johnson & Johnson, Google and the Milton Hershey School. ranking fourth in Pennsylvania behind Johnson & Johnson, Google and the Milton Hershey School. In addition, St. Luke's was: - Named a Top Workplace 2024 nationally, in the Philadelphia region and in New Jersey. - Named a Top Workplaces 2023 nationally, in Pennsylvania and New Jersey. - Was the only healthcare institution in Pennsylvania and the third-highest-ranked health care entity in the nation to be deemed a Top Workplace in 2023. In May, the magazine recognized St. Luke's as one of the nation's Best Employers for New Grads. In August 2023, St. Luke's also was named by Forbes Magazine as one of America's Best Employers for Women. St. Luke's was recognized on the inaugural list of America's Dream Employers 2025 by Forbes. America's Dream Employers 2025 was selected based on an independent survey of college students as well as employees working over the last three years for companies and institutions employing at least 1,000 employees in the U.S. from all industry sectors. St. Luke's was the only healthcare employer in the Lehigh Valley to be named to the list and is in the top 50 healthcare institutions nationwide to receive this designation. Society for Vascular Surgery's Vascular Quality Initiative (SVS VQI) Highest Ratings: In FY 24, St. Luke's Bethlehem and Allentown campuses received the highest possible star rating for active participation in the SVS VQI Registry Participation Program. These St. Luke's campuses are the only facilities to receive the highest star rating from SVS VQI in the Mid Atlantic region, which includes Pennsylvania, New Jersey, Delaware, Maryland and Washington, D.C. Operating under the Society for Vascular Surgery, the Vascular Quality Initiative is composed of 14 registries containing demographic, clinical, procedural and outcomes data from more than 670,000 vascular procedures performed nationwide and in Canada. The mission of VQI is to improve the quality, safety, effectiveness and cost of vascular healthcare. Newsweek World's Best Hospital: In May 2023, St. Luke's Bethlehem and Allentown campuses together have been named one of the "World's Best" hospitals by Newsweek magazine for the fifth year in a row. Of 414 American hospitals to make the list, 27 are based in Pennsylvania. St. Luke's was ranked seventh overall in the state and is the top-ranked hospital in Lehigh Valley on the list. To create this ranking, Newsweek and Statista Inc., a global market research and consumer data company, designed a rigorous methodology that evaluated hospitals using data from three sources: (1) hospital recommendations from peers, including an online survey conducted among tens of thousands of doctors, health care professionals and hospital managers in 28 countries; (2) patient experience through surveys of patient satisfaction with hospitals; and (3) medical Key Performance Indicators (e.g. data on quality of treatment, hygiene measures). Stage 7 Designation on the HIMSS Analytics Electronic Medical Record Adoption Model: SLUHN was the first network in the Lehigh Valley to achieve Stage 7 designation on the HIMSS Analytics Electronic Medical Record Adoption Model. Less than 5 percent of U.S. hospitals have reached Stage 7, the highest stage on HIMSS Analytics' scale. HIMSS Analytics, a subsidiary of the Health Information Management Systems Society, is a healthcare research and advisory firm for healthcare organizations and governments worldwide. Following a rigorous review process, HIMSS Analytics grades hospitals on their application of electronic medical records. The Stage 7 designation recognizes St. Luke's extensive and creative use of electronic medical records to establish better service and higher quality care at lower costs. Hospital And Health Association of Pennsylvania Awards: In October 2025, six St. Luke's University Health Network hospitals - the most of any health network in the state - were honored by the Hospital and Healthcare Association of Pennsylvania (HAP) for exemplary results in delivering safe patient care. The campuses are St. Luke's Allentown, Anderson, University Hospital - Bethlehem, Carbon, Monroe and Upper Bucks. In April 2025, a St. Luke's initiative was one of 12 recognized by The Hospital and Healthsystem Association of Pennsylvania (HAP) through its 2025 Achievement Awards for a project using predictive analytics to reduce cardiac arrests. Started in 1978, the program recognizes hospitals and health systems that are taking innovative approaches to strengthening safety and quality of care, enhancing operations and the patient experience, and partnering with their communities to address public health needs. St. Luke's project, titled "Realtime Vital Signs and Epic's Deterioration Index Reduces In-Hospital Cardiac Arrests," was selected for the In Safe Hands Award. The project resulted in significant measurable gains in operational, quality and financial metrics. St. Luke's competed against organizations of a similar size for the award, which celebrates hospitalshealth systems' work to improve patient safety. In total, there were 108 entries for this year's Achievement Awards. In February 2024, St. Luke's University Health Network received a prestigious Achievement Award from The Hospital and Healthsystem Association of Pennsylvania (HAP). The award, in the large division of the Community Champions category, honored St. Luke's for its project titled Utilizing Strategic Partnerships and Sustainable Initiatives to Improve Food Access and Address Health Equity for Underserved Communities. The award recognized St. Luke's Department of Community Health for addressing food access in various ways, including hosting new food distribution programs such as on-site pantries, mobile food distribution, emergency food bags, boxes and meals. Additionally, the initiative provides referrals to existing food bank programs and food pantries, as well as connections to SNAP, WIC and other food programs. HAP also recognized St. Luke's for quality and safety. In January, HAP recognized the Pennsylvania hospitals that have achieved exemplary results in preventing infections - and St. Luke's had more hospitals on the list than any other health system in the state. Five of the 22 hospitals honored for patient safety were St. Luke's: - St. Luke's Allentown Campus - St. Luke's Anderson Campus - St. Luke's Carbon Campus - St. Luke's Monroe Campus - St. Luke's University Hospital, Bethlehem Campus HAP identifies top-performing hospitals using the Centers for Disease Control and Prevention's National Healthcare Safety Network data. To be recognized, hospitals must perform better than the mean standardized infection ratio in three key measures: central line-associated bloodstream infections, catheter-associated urinary tract infections and occurrences of clostridioides difficile. Lown Institute Recognizes St. Luke's for Outstanding Social Responsibility: SLUHN is nationally recognized for its unwavering commitment to excellence in healthcare quality, safety, and performance. In 2025, SLUHN was recognized by the Lown Institute, an independent think tank advocating bold ideas for a just and caring system for health, as the third most socially responsible health network in the United States and the first in Pennsylvania. St. Luke's University Health Network has been recognized by the Lown Institute, an independent think tank from Boston, MA, as the 5th most socially responsible institution nationally and 1st in Pennsylvania. The Lown Institute seeks to shine a light on those hospitals that provide exceptional, high-value patient care to all who need it in their community -- and encourage all hospitals to follow their example.
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS In FY24 St. Luke's reported $462 million of IRS defined community benefit spending, approximately 16% of the Network's operating expenditures. The Network consistently ranks in the top decile for national quality measures and has earned over 200 prestigious awards for healthcare excellence. USDA Honors St. Luke's Community Health with Gold-Level Turnip the Beet Award for Its Summer Meals Program for Schoolchildren: For the second consecutive year, St. Luke's University Health Network's Department of Community Health has earned a Gold Level Turnip the Beet! This year, and also in June 2024, the U.S. Department of Agriculture's Food and Nutrition Service (USDA FNS) awarded St. Luke's University Health Network's Department of Community Health the 2023 Gold-Level Turnip the Beet Award - the highest level possible - for its Summer Meals program, providing nutritious, high-quality meals to children in need in the Allentown and Quakertown school districts during the summer months. St. Luke's was one of only 140 summer programs to receive the Turnip the Beet Award in 2024, one of only two, and the only one in Pennsylvania, to receive the gold award. The St. Luke's Summer Meals program was recognized for demonstrating a commitment to serving fresh produce to families, sourced from St. Luke's Rodale Institute Organic Farm. In addition to using farm produce in their lunches, families also had the opportunity to take home bags of fresh produce, along with recipes and meal-preparation ideas, through the St. Luke's Community Supported Agriculture (CSA) program. The St. Luke's Summer Meals program was launched in response to the Network's 2019 and 2022 Community Health Needs Assessment (CHNA). According to Whitney Szmodis, PhD, an epidemiologist in St. Luke's Department of Community Health, there has been a 228% increase in meals served to children since the program began. St. Luke's Receives Morning Call and Times News newspapers Reader choice Awards: St. Luke's hospitals have consistently been named by the Morning Call and Times News newspapers as a Readers' Choice award. In 2025, Morning Call readers chose St. Luke's as the Best Hospital/Health Center, Best Place to have a baby and best in the categories: - Adolescent Healthcare - Breastfeeding Center - Cancer Center - Cardiac Care - Cosmetic Surgeon (Jonathan Lam) - Dermatologist - Family Doctor - MRI/Diagnostic Imaging - Nutrition (tie) - Obstetrician - Oral Surgeon - Patient Care - Cardiology - Patient Care - Dermatology - Pediatrician - Physical Rehab Center/Services - Physical Therapist - Place to Work - Support Event Venue - Urgent Care - Weight Loss Center FY 24 QUALITY AWARDS ==================== St. Luke's Finance Department Teams Honored: In January 2024, St. Luke's University Health Network's (SLUHN) Cost Accounting and Financial Management & Analysis (FM&A) teams were awarded the 2023 Strata LEAP (Lead, Excel, Achieve and Progress) Award. This award distinguishes exceptional healthcare systems that utilize StrataJazz, EPSi, or Strata's Advisory Services team to deliver top-notch results in financial analytics, business intelligence and financial decision support. Although SLUHN has been using this software for several years, this is the first time that the team has applied for the award. In 2023 Strata received the most LEAP award applications than any other year in the company's history, triple the number of applications Strata has seen in previous years. Over 800 health networks utilize Strata. St. Luke's Earns HIMSS Davies Award: In August 2023, St. Luke's University Health Network (SLUHN) was recognized as a 2023 HIMSS Davies Award recipient, making it one of only three health care organizations in the nation to earn the distinguished award three times. The Davies Award of Excellence recognizes organizations using health information technology (IT) to substantially improve patient outcomes while achieving a return on investments. The HIMSS Davies organization receives hundreds of applications annually and awards less than 15. Other Quality Achievements ========================== - 2025 Premier's 100 Top Hospitals - 2024 Premier (Formerly Merative/Fortune, IBM Watson Health) 100 Top Hospitals - 2021 Merative/Fortune 100 Top Hospitals - 2023 PINC AI (Formerly Merative/Fortune, IBM Watson Health) 50 Top Cardiovascular Hospitals - 2021 IBM Watson 15 Top Health Systems - Newsweek World's Best Hospitals 2019, 2020, 2021, 2022, 2023, 2024 & 2025 - CMS Star Ratings 5 - SLA/B/SH, SLRA, SLW, SLGV; 4 - SLCC, SLM, SLMC, SLUB, GSL; 3 - SLE - LeapFrog Top Hospital 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 - LeapFrog (Fall 2025) - LeapFrog Top ASC - 2025 HAP Achievement Awards - HAP Excellence in Patient Safety Recognition - Sepsis - Hospital Compare (July 2025) - 2025 American Heart Association Stroke Awards - 2025 Top Workplaces Awards - 2020 Premier Alliance Excellence Award - HIMSS Davies Award of Excellence 2019, 2022, 2023 - AHRQ, September 2025 Network-Wide Sponsorships ========================= - Association of Fundraising Professionals Greater LV Chapter - Greater Lehigh Valley Chamber of Commerce - Girl Scouts - Kellyn Foundation - Latino Medical Student Association Northeast - Meals on Wheels of the Greater Lehigh Valley - Menopause Conference - Nightengale Awards of PA - Pennsylvania Association of Psychiatric Rehabilitation Services (PAPRS) - Pennsylvania Disabled Hunters - Ribbons of CARE
CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Community Outreach ================== During Fiscal Year 2025 (FY 25), St. Luke's University Health Network (SLUHN) continued efforts supporting the top priorities established through the 2022 Community Health Needs Assessment (CHNA). These priorities, outlined in the 2022-2025 Implementation Strategy, are listed below and advancements and initiative updates from FY 25 are detailed in this report. Our efforts to implement sustainable initiatives that focus on a wide range of health and quality of life outcomes are a result of data-driven strategies to promote overall health and wellbeing. While there are many issues facing our communities, the results from the 2022 CHNA found the top priorities for the St. Luke's Network to include: TOP PRIORITIES (Fiscal Year 2025): - Connection to Care - Workforce Development - Transportation and Housing - Food Security - Nutrition Education and Promotion - Physical Activity Promotion - Access to Mental Health Services - Access to Opioid and other Substance Use Disorder Services - Access to Prevention, Treatment and Recovery - COVID-19 Removed as a priority (Fiscal Year 2023) The needs outlined in our implementation strategy serve as a guide to support strategic initiatives through the pillars of Prevention and Wellness, Care Transformation and Research and Partnerships. Through collaborations with community and Network partners, we aim to promote a more equitable society with better health outcomes for all, with an emphasis on supporting the diverse needs of our most vulnerable populations. The priority areas outlined in this document served as our guide in creating this Network Implementation Plan to best address the needs of populations within the SLUHN service areas. Results from the 2022 CHNA found access to care as the main barrier facing our community, particularly within the four main priority areas. The updates to the 2022-2025 implementation strategy include removing the priority area of COVID-19. Given the end of the public health emergency and continued decline of the pandemic, COVID-19 was removed from the implementation strategy as a top priority for the Fiscal Year 2023 update as well as for Fiscal Years 2024 and 2025. Continued monitoring of COVID-19 ensures that the Network is prepared to pivot and re-prioritize as necessary. The 2025 CHNA for St. Luke's University Health Network was prepared and approved by the campus and Network Board of Directors and published online in June 2025. Access to Care -------------- - Connection to Care - Workforce Development - Transportation and Housing Chronic Disease Prevention --------------------------- - Food Security - Nutrition Education and Promotion - Physical Activity Promotion Mental and Behavioral Health ---------------------------- - Access to Mental and Behavioral Health Services - Access to Prevention, Treatment, and Recovery St. Luke's University Health Network (SLUHN) conducts a Community Health Needs Assessment (CHNA) every three years as part of the Patient Protection and Affordable Care Act. Through our analysis of primary and secondary data, as well as the CHNA key informant interviews, forums, and surveys with community members, we see significant issues facing our communities that impede healthy lifestyles. Our efforts in prevention, care transformation, research, and partnerships help support our work to implement sustainable initiatives that focus on a wide range of health and quality of life outcomes. SLUHN supports a Department of Community Health that utilizes CHNA results to inform its strategic plan and catalyze initiatives that address priority needs for underserved communities. The Department's mission is to create pathways for equity toward measurable health outcomes through advocacy, access and navigation of resources for partners and underserved communities. The Department's vision is for everyone in our community to have access to exceptional healthcare built on a foundation of trust and compassion. Through collaborations with community and Network partners, the Department of Community Health aims to promote a more equitable society with better health outcomes, especially within the Network's most vulnerable populations. Community Health Liaisons and Community Health Workers (CHW) help to promote access to care, services, and resources through trust and relationship-building. Pathways have been established and strengthened to connect families to primary care, social services, food access, financial literacy, career mentoring, workforce development, and more. SLUHN is nationally recognized for its unwavering commitment to excellence in healthcare quality, safety, and performance. In 2024, SLUHN was recognized by the Lown Institute, an independent think tank advocating bold ideas for a just and caring system for health, as the third most socially responsible health network in the United States and the first in Pennsylvania. The Lown Institute seeks to shine a light on those hospitals that provide exceptional, high-value patient care to all who need it in their community -- and encourage all hospitals to follow their example. In FY 24 St. Luke's reported $462 million of IRS defined community benefit spending, approximately 16% of the Network's operating expenditures. The Network consistently ranks in the top decile for national quality measures and has earned over 200 prestigious awards for healthcare excellence. Notable achievements include: - Leapfrog Safety Grade: All acute care hospitals received straight A's for patient safety. - CMS Star Ratings: Awarded five stars for quality by Medicare & Medicaid. - Premier 100 Top Hospitals: Recognized for 11 consecutive years. - 50 Top Cardiovascular Hospitals: Honored eight times for outstanding cardiac care. In 2025, St. Luke's was once again named a Top Workplace in the large employer category by The Morning Call, marking its third consecutive year receiving this distinction.
CORE FORM, PART V; QUESTION 1A & CORE FORM, PART VII; SECTION B THE ORGANIZATION IS THE PARENT ENTITY OF THE ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE ORGANIZATION'S FORM 990 REFLECTS NO TOP FIVE INDEPENDENT CONTRACTORS FOR SERVICES AND REPORTS THAT NO FORMS 1099 WERE FILED WITH THE INTERNAL REVENUE SERVICE ("IRS"). ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA, A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION PAYS ALL OUTSTANDING ACCOUNTS PAYABLE INVOICES ON BEHALF OF THIS ORGANIZATION. IN CONJUNCTION WITH THIS SERVICE, ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA ALSO PREPARES AND ISSUES FORMS 1099 TO THESE VENDORS RECEIVING PAYMENTS WHERE APPLICABLE AND FILES THESE FORMS 1099 WITH THE IRS. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA ALLOCATES THESE PAYMENTS TO THE ORGANIZATION VIA AN INTERCOMPANY ACCOUNT.
CORE FORM, PART V; QUESTION 15 DURING THE FISCAL YEAR ENDED JUNE 30, 2025, RICHARD A. ANDERSON, JOEL D. FAGERSTROM, ROBERT E. MARTIN, SCOTT R. WOLFE AND ROBERT L. WAX, ESQ. SERVED AS OFFICERS AND WERE INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL TIME BASIS. ALTHOUGH THESE INDIVIDUALS RECEIVE A FEDERAL FORM W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA (EIN: 23-1352213). THEIR COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ST. LUKE'S HEALTH NETWORK, INC. ACCORDINGLY, THIS ORGANIZATION FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO EACH INDIVIDUAL'S COMPENSATION IN EXCESS OF $1M. Chad T. Brisendine serves as the VP & Chief Information Officer FOR ST. LUKE'S HEALTH NETWORK, INC. ALTHOUGH Mr. Brisendine RECEIVES A FEDERAL FORM W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA (EIN: 23-1352213). HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ST. LUKE'S HEALTH NETWORK, INC. THIS ORGANIZATION DID NOT FILE A 2024 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M BECAUSE HIS 2024 FORM W-2 BOX 1 AMOUNT DID NOT EXCEED THE $1M THRESHOLD AND THUS IS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. JEFFREY A. JAHRE, M.D. SERVES AS THE SVP MEDICAL & ACADEMIC AFFAIRS FOR ST. LUKE'S HEALTH NETWORK, INC. ALTHOUGH DR. JAHRE RECEIVES A FEDERAL FORM W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM PENNSYLVANIA (EIN: 23-1352213). Dr. Jahre is included within this form 990, part vii. His Common law employer was not required to file a form 4720 for any Remittance of excise tax related to Dr. Jahre because he was not a covered employee and thus exempt from excise taxes as provided for under Internal revenue code section 4960.
CORE FORM, PART VI, SECTION A; QUESTION 2 RICHARD A. ANDERSON AND RAYMOND S. MIDLAM - FAMILY RELATIONSHIP.
CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. AS THE PARENT ORGANIZATION ST. LUKE'S HEALTH NETWORK, INC. PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS NETWORK ENTITIES. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE (ACCOUNTING, PAYROLL, ACCOUNTS PAYABLE). THE COSTS ASSOCIATED WITH THESE SERVICES ARE PAID FOR BY ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA ALLOCATES A PORTION OF THE COSTS FOR THESE CORPORATE SERVICES TO VARIOUS NETWORK ENTITIES SUBJECT TO APPROVAL BY ST. LUKE'S HEALTH NETWORK. IN ADDITION, ST. LUKE'S HEALTH NETWORK, INC. SENIOR MANAGEMENT PERSONNEL REPORTED ON THIS FORM 990 ARE ISSUED FORMS W-2 FROM ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA.
CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). IN ADDITION, THE ST. LUKE'S UNIVERSITY HEALTH NETWORK FINANCE COMMITTEE WAS UPDATED AS TO THIS ORGANIZATION'S CURRENT YEAR FORM 990 PRIOR TO FILING. ST. LUKE'S HEALTH NETWORK, INC. BOARD OF TRUSTEES DELEGATED TO THE FINANCE COMMITTEE THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION AND FILING PROCESS FOR THE TAX-EXEMPT AFFILIATES OF THE NETWORK. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE NETWORK'S FINANCE PERSONNEL AND VARIOUS OTHER NETWORK INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE NETWORK'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE NETWORK'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE NETWORK'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO THE MEMBERS OF THE ST. LUKE'S HEALTH NETWORK, INC. FINANCE COMMITTEE. THEREAFTER, THE FINAL FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THAT POLICY. THE POLICY REQUIRES THAT A CONFLICT OF INTEREST DISCLOSURE FORM CONSISTENT WITH BEST GOVERNANCE PRACTICES AND INTERNAL REVENUE SERVICE GUIDELINES BE CIRCULATED TO OFFICERS, TRUSTEES, BOARD COMMITTEE MEMBERS AND SENIOR MANAGEMENT ANNUALLY. THE NETWORK'S COMPLIANCE DEPARTMENT, INCLUDING ITS CORPORATE COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT/GENERAL COUNSEL, ASSUME RESPONSIBILITY FOR THE COMPLETION OF THE CONFLICT OF INTEREST QUESTIONNAIRES AND ENFORCEMENT WITH THE POLICY. IF A TRUSTEE DISCLOSES AN INTEREST THAT COULD GIVE RISE TO A CONFLICT, THE TRUSTEE'S POTENTIAL CONFLICT MAY BE DISCLOSED TO THE ORGANIZATION'S GOVERNING BODY, WHICH EVALUATES THE CONFLICT AND ITS POTENTIAL IMPACT ON THE TRUSTEE'S PARTICIPATION ON THE BOARD. AFTER CONSULTATION AND DISCUSSION THE BOARD OF TRUSTEES MAY TAKE ACTION, IF APPROPRIATE AND NECESSARY, TO ADDRESS ANY SUCH CONFLICT IN A MANNER CONSISTENT WITH THE NETWORK'S CONFLICT OF INTEREST POLICY.
CORE FORM, PART VI, SECTION C; QUESTION 19 ST. LUKE'S UNIVERSITY HEALTH NETWORK, OF WHICH THIS ENTITY IS THE PARENT, HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM RELATED ORGANIZATIONS. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THIS ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII AND SCHEDULE J CAROL A. KUPLEN, RN, MSN, A FORMER OFFICER OF THIS ORGANIZATION, WAS EMPLOYED WITHIN THE ST. LUKE'S UNIVERSITY HEALTH NETWORK THROUGH DECEMBER 9, 2023. MS. KUPLEN SERVED AS THE SVP CHIEF NURSING OFFICER AND PRESIDENT OF ST. LUKE'S HOSPITAL OF BETHLEHEM, PENNSYLVANIA; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.
CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS THE PARENT ENTITY OF THE ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE NETWORK. THE HOURS SHOWN ON THIS FORM 990 FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENTS THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE NETWORK, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE NETWORK; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART XI; LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: - CONTRIBUTIONS/DONATIONS RECEIVED - $11,071,189; - PLEDGES RECEIVED - ($26,612,636); - NEW PLEDGES - $15,981,925; - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY AND EQUIPMENT - ($4,560,339); - NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS - ($3,127,736); - ALLOWANCE FOR PLEDGES WRITTEN OFF AND ACTUAL WRITE-OFFS - ($681,346); - ENDOWMENT SPENDING POLICY TRANSFER TO TEMPORARILY RESTRICTED - ($694,008); - INCOME FROM INVESTMENTS - $3,537,303; - NET REALIZED GAIN ON SALE FROM INVESTMENTS - $2,901,507; - INCOME RELEASED AND TRANSFERRED TO GENERAL FUND FOR OPERATIONS - ($936,270); AND - OTHER CHANGES IN DONOR RESTRICTED NET ASSETS - $201,990.
CORE FORM, PART XII; QUESTION 2 THE TAXPAYER IS THE PARENT ENTITY OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE TAXPAYER AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THE NETWORK'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE NETWORK'S CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR.
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
ST LUKE'S HEALTH NETWORK INC
 
Employer identification number

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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)ST LUKE'S HOSPITAL OF BETHLEHEM PA
1110 ST LUKES WAY

ALLENTOWN,PA18109
23-1352213
HEALTH SVCS. PA 501(c)(3) 3 SLHN
 
Yes
 
(2)ST LUKE'S HOSPITAL ANDERSON CAMPUS
1110 ST LUKES WAY

ALLENTOWN,PA18109
45-4394739
HEALTH SVCS. PA 501(C)(3) 3 SLHN
 
Yes
 
(3)ST LUKE'S HOSPITAL MONROE CAMPUS
1110 ST LUKES WAY

ALLENTOWN,PA18109
46-5143606
HEALTH SVCS. PA 501(C)(3) 3 SLHN
 
Yes
 
(4)ST LUKE'S QUAKERTOWN HOSPITAL
1110 ST LUKES WAY

ALLENTOWN,PA18109
23-1352203
HEALTH SVCS. PA 501(c)(3) 3 SLHN
 
Yes
 
(5)CARBON-SCHUYLKILL COMMUNITY HOSPITAL
1110 ST LUKES WAY

ALLENTOWN,PA18109
25-1550350
HEALTH SVCS. PA 501(c)(3) 3 SLHN
 
Yes
 
(6)ST LUKE'S PHYSICIAN GROUP INC
1110 ST LUKES WAY

ALLENTOWN,PA18109
23-2380812
HEALTH SVCS. PA 501(C)(3) 12A SLHN
 
Yes
 
(7)ST LUKE'S EMERGENCY & TRANSPORT SVCS
1110 ST LUKES WAY

ALLENTOWN,PA18109
23-2179542
HEALTH SVCS. PA 501(c)(3) 3 SLHN
 
Yes
 
(8)QUAKERTOWN REHABILITATION CENTER
1110 ST LUKES WAY

ALLENTOWN,PA18109
23-2543924
INACTIVE PA 501(c)(3) 3 SLHN
 
Yes
 
(9)HOMESTAR MEDICAL EQUIP & INFUSION SVCS
1110 ST LUKES WAY

ALLENTOWN,PA18109
23-2418254
INACTIVE PA 501(c)(3) 9 VNA
 
 
No
(10)VNA OF ST LUKE'S - HOME HEALTH HOSPICE
1110 ST LUKES WAY

ALLENTOWN,PA18109
24-0795497
HEALTH SVCS. PA 501(c)(3) 3 SLB
 
 
No
(11)ST LUKE'S WARREN HOSPITAL INC
1110 ST LUKES WAY

ALLENTOWN,PA18109
22-1494454
HEALTH SVCS. NJ 501(c)(3) 3 SLHN
 
Yes
 
(12)CMS MEDICAL CARE CORPORATION
1110 ST LUKES WAY

ALLENTOWN,PA18109
23-2473899
HEALTH SVCS. PA 501(c)(3) 3 SLHN
 
Yes
 
(13)SACRED HEART HEALTHCARE SYSTEM
1110 ST LUKES WAY

ALLENTOWN,PA18109
23-2328297
INACTIVE PA 501(c)(3) 12b SLHN
 
Yes
 
(14)GSL HOSPITAL
1110 ST LUKES WAY

ALLENTOWN,PA18109
82-4432109
HEALTH SVCS. PA 501(C)(3) 3 SLHN
 
Yes
 
(15)GSLPG INC
1110 ST LUKES WAY

ALLENTOWN,PA18109
82-5423865
HEALTH SVCS. PA 501(C)(3) 3 GSL HOSPITAL
 
 
No
(16)ST LUKE'S AMBULATORY SERVICES
1110 ST LUKES WAY

ALLENTOWN,PA18109
83-3200970
HEALTH SVCS. PA 501(C)(3) 3 SLHN
 
Yes
 
(17)ST LUKE'S HOSPITAL - EASTON CAMPUS
1110 ST LUKES WAY

ALLENTOWN,PA18109
84-4475996
HEALTH SVCS. PA 501(C)(3) 3 SLHN
 
Yes
 
(18)ST LUKE'S HOSPITAL - CARBON CAMPUS
1110 ST LUKES WAY

ALLENTOWN,PA18109
86-1248931
HEALTH SVCS. PA 501(C)(3) 3 SLHN
 
Yes
 
(19)PENN FOUNDATION INC
807 LAWN AVENUE PO BOX 32

SELLERSVILLE,PA18960
23-1496225
HEALTH SVCS. PA 501(C)(3) 10 SLHN
 
Yes
 
(20)PENN GARDENS INC
807 LAWN AVENUE PO BOX 32

SELLERSVILLE,PA18960
23-2544031
HOUSING PA 501(C)(3) 7 SLHN
 
Yes
 
(21)PENN VILLA CORP
807 LAWN AVENUE PO BOX 32

SELLERSVILLE,PA18960
30-0579613
HOUSING PA 501(C)(3) 10 SLHN
 
Yes
 
(22)ST LUKE'S WARREN PHYSICIAN GROUP PC
1110 ST LUKES WAY

ALLENTOWN,PA08865
22-3837316
HEALTH SVCS. NJ 501(C)(3) 12A SLWH
 
 
No
(23)ST LUKE'S SCHOOL OF HEALTH SCIENCES
827 N Bishopthorpe Street

bethlehem,PA18015
99-3483018
INACTIVE PA 501(C)(3) 2 SLB
 
 
No
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












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

801 OSTRUM STREET
BETHLEHEM,PA18015
75-2993150
FINANCIAL VEHICLE VT NA
 
C CORP.         No
(2) ST LUKE'S PHYSICIAN HOSPITAL ORG INC

801 OSTRUM STREET
BETHLEHEM,PA18015
23-2786818
HEALTHCARE SVCS. PA NA
 
C CORP.         No
(3) HILLCREST EMERGENCY SERVICES PC

865 MEMORIAL PARKWAY
PHILLIPSBURG,NJ08865
20-4429976
HEALTHCARE SVCS. NJ NA
 
C CORP.         No
(4) TWO RIVERS ENTERPRISES INC

185 ROSEBERRY STREET
PHILLIPSBURG,NJ08865
52-1552606
REAL ESTATE NJ SLHN
 
C CORP. 1,147,090 104,144 100.000 % Yes  
(5) SACRED HEART ANCILLARY SERVICES INC

421 W CHEW STREET
ALLENTOWN,PA18102
23-2384987
HEALTHCARE SVCS. PA NA
 
C CORP.         No
(6) HILLCREST MALL CONDO ASSOCIATION INC

801 OSTRUM STREET
BETHLEHEM,PA18015
81-0629154
REAL ESTATE PA NA
 
C CORP.         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
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) (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, PART V THIS ORGANIZATION IS A MEMBER OF ST. LUKE'S UNIVERSITY HEALTH NETWORK ("NETWORK"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. ST. LUKE'S HEALTH NETWORK, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE NETWORK. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.
Schedule R (Form 990) (Rev. 1-2025)

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