TY 2021 Form 990 Schedule R

Instrumentl eFile RenderObject ID: 202233159349304188 - Rendered 2024-05-03 TIN: 43-1747502

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

Saint Lukes Health System Inc

Employer identification number

43-1747502

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) SAINT LUKE'S NEIGHBORHOOD CLINICS LLC 901 E 104TH STREET KANSAS CITY,MO64131 47-4844737	HEALTHCARE SERVICES	MO	7,544,506	6,637,732	SAINT LUKES HEALTH SYSTEM INC
(2) SAINT LUKES 247 VIRTUAL CARE LLC 901 E 104TH STREET KANSAS CITY,MO64131 81-5423171	HEALTH CARE	KS	0	0	SAINT LUKES HEALTH SYSTEM INC

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?
(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	Yes	No
(1)ST LUKES HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY,MO64111 44-0545297	HEALTH CARE	MO	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(2)SAINT LUKES NORTH HOSPITAL 5830 NW BARRY RD KANSAS CITY,MO64154 44-0565393	HEALTH CARE	MO	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(3)SAINT LUKES SOUTH HOSPITAL 12300 METCALF AVE OVERLAND PARK,KS66213 48-1203262	HEALTH CARE	KS	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(4)SAINT LUKES EAST HOSPITAL 100 NE SAINT LUKES BLVD LEES SUMMIT,MO64086 56-2488077	HEALTH CARE	MO	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(5)SAINT LUKES PHYSICIAN GROUP INC 901 E 104TH ST KANSAS CITY,MO64131 43-1598353	HEALTH CARE	KS	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(6)SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE 901 E 104TH STREET KANSAS CITY,MO64131 43-1127200	HEALTH CARE	MO	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(7)ST LUKES OF TRENTON 191 IOWA BLVD TRENTON,MO64683 43-1707306	HEALTH CARE	MO	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(8)SAINT LUKES HOSPITAL OF GARNETT 421 SOUTH MAPLE GARNETT,KS66032 74-2849611	HEALTH CARE	KS	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(9)SAINT LUKE'S HOSPITAL OF CHILLICOTHE 2799 N WASHINGTON CHILLICOTHE,MO64601 43-1735565	HEALTH CARE	MO	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(10)SAINT LUKES CUSHING HOSPITAL 711 MARSHALL LEAVENWORTH,KS66048 48-0543792	HEALTH CARE	KS	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(11)SAINT LUKES CARE 901 E 104TH ST KANSAS CITY,MO64131 26-0185090	HEALTH CARE	MO	501(c)(3)	Type II	SAINT LUKES HEALTH SYSTEM	Yes
(12)MEDICAL PLAZA IMAGING ASSOCIATES LLC 4401 WORNALL ROAD KANSAS CITY,MO64111 43-1609584	HEALTH CARE	MO	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(13)ADVANCED UROLOGIC ASSOCIATES INC 901 E 104TH ST KANSAS CITY,MO64131 45-4725529	HEALTH CARE	MO	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(14)ROCKHILL ORTHOPAEDIC SPECIALISTS INC 901 E 104TH ST KANSAS CITY,MO64131 45-3851008	HEALTH CARE	MO	501(c)(3)	3	SAINT LUKES HEALTH SYSTEM	Yes
(15)THE BISHOP SPENCER PLACE 4301 MADISON AVENUE KANSAS CITY,MO64111 43-1139083	RETIREMENT COMMUNITY	MO	501(c)(3)	10	SAINT LUKES HEALTH SYSTEM	Yes
(16)WINDSOR CARE INCORPORATED 4301 MADISON AVENUE KANSAS CITY,MO64111 20-5284328	HEALTH CARE	MO	501(c)(3)	10	THE BISHOP SPENCER PLACE	Yes
(17)Saint Luke's Foundation 901 E 104th Street Kansas City,MO64131 44-6014699	Foundation	MO	501(c)(3)	7	Saint Luke's Health System	Yes
(18)Saint Luke's Hospital of Allen County Inc 3066 N Kentucky St Iola,KS66749 84-3362602	Health Care	KS	501(c)(3)	3	Saint Luke's Health System	Yes
(19)CARDIOMETABOLIC CENTER ALLIANCE INC 4435 MAIN ST KANSAS CITY,MO64111 85-0768692	MEDICAL RESEARCH	MO	501(c)(3)	4	SAINT LUKES HEALTH SYSTEM	Yes
(20)SAINT LUKE'S COLLEGE OF HEALTH SCIENCES (DISSOLVED JAN 2021) 4401 WORNALL ROAD KANSAS CITY,MO64111 27-2716128	POST SECONDARY NURSING EDUCATION	MO	501(c)(3)	2	ST LUKES HOSPITAL OF KANSAS CITY		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2021

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) MEDICAL PLAZA PARTNERS LP 4320 WORNALL ROAD STE 714 KANSAS CITY,MO64111 43-1357824	OWN & OPERATE MEDICAL OFFICE BUILDING	MO	NA	N/A
(2) ST LUKES SURGICENTER-LEES SUMMIT LLC 11221 ROE AVE STE 230 OVERLAND PARK,KS66211 47-0853481	HEALTH CARE	MO	NA	N/A
(3) SAINT LUKES SOUTH SURGERY CENTER LLC 11221 ROE AVE STE 230 OVERLAND PARK,KS66211 20-1721929	HEALTH CARE	KS	NA	N/A
(4) SAINT LUKES-GI DIAGNOSTICS 4321 WASHINGTON STE 5700 KANSAS CITY,MO64111 27-4142549	HEALTH CARE	MO	NA	N/A
(5) KANSAS CITY ORTHOPAEDIC INSTITUTE LLC 3651 COLLEGE BLVD LEAWOOD,KS66211 48-1197295	HEALTH CARE	KS	NA	N/A
(6) SAINT LUKES RADIATION THERAPY-LIBERTY LLC 901 E 104TH ST KANSAS CITY,MO64131 47-3793070	HEALTH CARE	MO	NA	N/A
(7) Saint Luke's South Pain Management 7651 W 159th Street Overland Park,KS66223 86-3451115	HEALTH CARE	KS	NA	N/A

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(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	Yes	No
(1) SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP 901 E 104TH ST KANSAS CITY,MO64131 37-1471890	INSURANCE	SC	SAINT LUKES HEALTH SYSTEM	C Corporation	0	14,039,885	100 %	Yes
(2) ST LUKES HEALTH VENTURES INC 901 E 104TH ST KANSAS CITY,MO64131 43-1278476	ACCOUNTING	MO	NA	C Corporation				Yes
(3) MEDICAL PLAZA MANAGEMENT INC 4320 WORNALL ROAD STE 714 KANSAS CITY,MO64111 43-1352317	MEDICAL OFFICE BUILDING MANAGEMENT	MO	NA	C Corporation				Yes
(4) HEART SURGEONS OF KANSAS CITY 4320 WORNALL ROAD SUITE 50 KANSAS CITY,MO64111 26-4663332	MEDICAL PRACTICE	MO	NA	C Corporation				Yes
(5) SAINT LUKES HEALTH SYSTEM INSURANCE LTD	CAPTIVE	CJ	SAINT LUKES HEALTH SYSTEM INC	C Corporation	8,101,717	80,390,148	100 %	Yes

Schedule R (Form 990) 2021

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

Yes

g Sale of assets to related organization(s) ............................

Yes

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) Saint Luke's Hospital of Garnett	L	2,463,756	Cost
(2) Saint Luke's Hospital of Garnett	P	127,004	Cost
(3) Saint Luke's Hospital of Garnett	Q	639,576	Cost
(4) Saint Luke's Hospital of Allen County Inc	L	1,625,299	Cost
(5) Saint Luke's Hospital of Allen County Inc	Q	272,859	Cost
(6) Advanced Urologic Associates	Q	53,827	Cost
(7) Bishop Spencer Place	L	577,351	Cost
(8) Bishop Spencer Place	Q	405,558	Cost
(9) Saint Luke's Health System Insurance Ltd	L	528,390	Cost
(10) Saint Luke's Health System Insurance Ltd	P	12,633,126	Cost
(11) Saint Luke's Health System Insurance Ltd	Q	8,660,270	Cost
(12) Saint Luke's Hospital of Chillicothe	C	12,000,000	Cost
(13) Saint Luke's Hospital of Chillicothe	L	5,525,568	Cost
(14) Saint Luke's Hospital of Chillicothe	P	145,009	Cost
(15) Saint Luke's Hospital of Chillicothe	Q	1,661,659	Cost
(16) Saint Luke's Hospital of Chillicothe	R	64,493	Cost
(17) Saint Luke's Hospital of Chillicothe	S	106,505	Cost
(18) Saint Luke's Home Care and Hospice	J	83,976	Cost
(19) Saint Luke's Home Care and Hospice	L	2,667,752	Cost
(20) Saint Luke's Home Care and Hospice	P	68,486	Cost
(21) Saint Luke's Home Care and Hospice	Q	348,025	Cost
(22) Saint Luke's Home Care and Hospice	S	80,766	Cost
(23) Medical Plaza Imaging Associates	L	324,748	Cost
(24) Medical Plaza Imaging Associates	Q	169,419	Cost
(25) Medical Plaza Management Inc	L	69,881	Cost
(26) Medical Plaza Management Inc	O	237,941	Cost
(27) Medical Plaza Partners	K	67,348	Cost
(28) Medical Plaza Partners	L	55,133	Cost
(29) Medical Plaza Partners	R	248,156	Cost
(30) Rockhill Orthopaedic Specialists Inc	Q	118,857	Cost
(31) Saint Luke's Health System Risk Retention Group	L	162,000	Cost
(32) Saint Luke's Health System Risk Retention Group	P	81,112	Cost
(33) Saint Luke's Surgery Center Shoal Creek	Q	101,883	Cost
(34) Saint Luke's East Hospital	K	345,753	cost
(35) Saint Luke's East Hospital	L	41,001,345	cost
(36) Saint Luke's East Hospital	P	8,509,283	cost
(37) Saint Luke's East Hospital	Q	6,856,748	cost
(38) Saint Luke's East Hospital	R	116,182	cost
(39) Saint Luke's East Hospital	S	353,097	cost
(40) Saint Luke's Foundation	J	144,048	cost
(41) Saint Luke's Foundation	L	434,217	cost
(42) Saint Luke's Foundation	P	1,132,941	cost
(43) Saint Luke's Foundation	Q	64,072	cost
(44) Saint Luke's Hospital	J	168,664	cost
(45) Saint Luke's Hospital	L	105,545,848	cost
(46) Saint Luke's Hospital	O	78,700	cost
(47) Saint Luke's Hospital	P	35,833,163	cost
(48) Saint Luke's Hospital	Q	19,454,101	cost
(49) Saint Luke's Hospital	R	262,979	cost
(50) Saint Luke's Hospital	S	6,016,316	cost
(51) Saint Luke's Health Ventures	O	131,847	cost
(52) Saint Luke's Physician Group	C	443,547	cost
(53) Saint Luke's Physician Group	J	659,505	cost
(54) Saint Luke's Physician Group	L	19,194,946	cost
(55) Saint Luke's Physician Group	M	518,143	cost
(56) Saint Luke's Physician Group	O	334,247	cost
(57) Saint Luke's Physician Group	O	558,277	cost
(58) Saint Luke's Physician Group	P	1,227,310	cost
(59) Saint Luke's Physician Group	Q	17,189,277	cost
(60) Saint Luke's Physician Group	R	110,158	cost
(61) Saint Luke's Physician Group	S	1,112,164	cost
(62) Saint Luke's North Hospital	K	618,422	cost
(63) Saint Luke's North Hospital	L	20,685,406	cost
(64) Saint Luke's North Hospital	P	4,394,420	cost
(65) Saint Luke's North Hospital	Q	3,322,826	cost
(66) Saint Luke's North Hospital	R	85,957	cost
(67) Saint Luke's North Hospital	S	532,408	COST
(68) Saint Luke's Radiation Therapy-Liberty LLC	Q	91,966	cost
(69) Saint Luke's South Hospital	K	255,411	cost
(70) Saint Luke's South Hospital	L	29,373,512	cost
(71) Saint Luke's South Hospital	P	6,103,293	cost
(72) Saint Luke's South Hospital	Q	3,908,282	cost
(73) Saint Luke's South Hospital	R	406,871	cost
(74) Saint Luke's South Hospital	S	242,339	cost
(75) Saint Luke's Hospital of Trenton	L	2,881,039	cost
(76) Saint Luke's Hospital of Trenton	P	100,568	cost
(77) Saint Luke's Hospital of Trenton	Q	587,796	cost
(78) Saint Luke's Hospital of Garnett	S	57,956	COST

Schedule R (Form 990) 2021

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation
Schedule R, Part V, Line 1 PART V, LINE 1, TRANSACTIONS WITH RELATED ORGANIZATIONS	SAINT LUKE'S HEALTH SYSTEM (SYSTEM) AND ITS AFFILIATED ENTITIES OPERATE AS A HIGHLY INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE SYSTEM MANAGES AND OPERATES RELATED HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION ORIENTED HEALTH CARE SYSTEM IN ORDER TO BETTER SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. AS A RESULT, THERE ARE NUMEROUS INTERCOMPANY INTERACTIONS INCLUDING CENTRALIZED SUPPORT SERVICES AND SHARING OF RESOURCES AND COSTS.

Return Reference

Explanation

Schedule R, Part V, Line 1 PART V, LINE 1, TRANSACTIONS WITH RELATED ORGANIZATIONS

SAINT LUKE'S HEALTH SYSTEM (SYSTEM) AND ITS AFFILIATED ENTITIES OPERATE AS A HIGHLY INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE SYSTEM MANAGES AND OPERATES RELATED HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION ORIENTED HEALTH CARE SYSTEM IN ORDER TO BETTER SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. AS A RESULT, THERE ARE NUMEROUS INTERCOMPANY INTERACTIONS INCLUDING CENTRALIZED SUPPORT SERVICES AND SHARING OF RESOURCES AND COSTS.

Schedule R (Form 990) 2021

Additional Data

Software ID:	21014044
Software Version:	2021v4.2