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Nonprofiteer
← HEART SURGEONS OF KANSAS CITY INC

Form 990 for tax year 2023

Filed by HEART SURGEONS OF KANSAS CITY INC.

Totals

Total revenue
$18,333,096
Total expenses
$18,302,649
Contributions and grants received
$11,214,216
Grants paid
$0
Program service revenue
$7,055,765
Investment income
$63,115
Other revenue
$0
Total assets, end of year
$2,001,151
Total liabilities, end of year
$1,079,785
Net assets or fund balances, end of year
$921,366
Program services expenses (Part IX)
$17,210,641
Management and general expenses
$1,092,008
Fundraising expenses
$0
Program service expenses (Part III)
$17,210,641

Program services were 94.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $11,151,327

  • 1f · All other contributions, gifts and grants

    $62,889

  • 2a · Program service revenue: Net Patient Care Revenue

    total $5,966,282 · related or exempt $5,966,282

  • 2f · All other program service revenue

    total $1,089,483 · related or exempt $1,089,483 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $63,115 · excluded $63,115

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,201,904 · program services $2,201,904

  • 7 · Other salaries and wages

    total $12,966,096 · program services $12,346,084 · management and general $620,012

  • 8 · Pension plan contributions

    total $368,948 · program services $353,858 · management and general $15,090

  • 9 · Other employee benefits

    total $757,416 · program services $726,438 · management and general $30,978

  • 10 · Payroll taxes

    total $591,938 · program services $567,728 · management and general $24,210

  • 11c · Fees: accounting

    total $500 · management and general $500

  • 11g · Fees: other

    total $33,123 · program services -$17,062 · management and general $50,185 · fundraising $0

  • 13 · Office expenses

    total $85,205 · program services $61,022 · management and general $24,183

  • 14 · Information technology

    total $275,642 · program services $13,839 · management and general $261,803

  • 16 · Occupancy

    total $318,293 · program services $264,169 · management and general $54,124

  • 17 · Travel

    total $16,538 · program services $16,538

  • 19 · Conferences, conventions and meetings

    total $99,283 · program services $98,663 · management and general $620

  • 22 · Depreciation, depletion and amortization

    total $32,666 · program services $27,090 · management and general $5,576

  • 23 · Insurance

    total $506,323 · program services $502,416 · management and general $3,907

  • 24e · All other expenses

    total $48,774 · program services $47,954 · management and general $820 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $949,111 · end of year $676,023

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $885,403 · end of year $1,026,371

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,589 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $183,651

  • 10b · Land, buildings and equipment: accumulated depreciation

    $62,764

  • 10c · Land, buildings and equipment, net

    beginning of year $118,677 · end of year $120,887

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $46,817 · end of year $177,870

  • 17 · Accounts payable and accrued expenses

    beginning of year $879,385 · end of year $875,202

  • 18 · Grants payable

    end of year $0

  • 19 · Deferred revenue

    end of year $0

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    end of year $0

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $170,179 · end of year $204,583

  • 27 · Net assets without donor restrictions

    beginning of year $954,033 · end of year $921,366

  • 28 · Net assets with donor restrictions

    end of year $0

  • 29 · Capital stock, trust principal or current funds

    end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    end of year $0

  • 31 · Retained earnings, endowment or other funds

    end of year $0

Mission and programs · 2023

Mission

Heart Surgeons of Kansas City, Inc. was formed for the purpose of providing heart and vascular surgery to patients and related medical services through its employed surgeons.

Activities or mission (Part I)

cardiac, thoracic, and vascular surgery for heart, lung, and vascular disease

  • HSKC was formed for the purpose of providing heart and vascular surgery to patients. Heart Surgeons of Kansas City, Inc. (HSKC), serves as an extension of Saint Luke's Hospital of Kansas City. HSKC and Saint Luke's Hospital of Kansas City are both integral parts of a large healthcare system serving the greater Kansas City area, of which Saint Luke's Health System, Inc. serves as the parent organization. HSKC transplant volumes in the past decade rank among the top 15 heart transplant programs in the nation AND OUR OUTCOMES CONSISTENTLY SURPASS NATIONAL BENCHMARKS. HSKC PERFORMS MINIMALLY INVASIVE AND ROBOTIC ASSISTED SURGERIES, PARTICIPATES IN MEDICAL RESEARCH AND FEATURES THE REGION'S LONGEST CONTINUOUSLY ACTIVE ADULT HEART TRANSPLANT PROGRAM. HSKC HAS A FINANCIAL ASSISTANCE POLICY THAT COVERS PATIENTS WITHOUT ADEQUATE MEANS TO PAY FOR CARE. HSKC ALSO BENEFITS THE COMMUNITY AS A PROVIDER UNDER MEDICARE AND MEDICAID.

    Expenses $17,210,641 · Revenue $7,055,765

As filed on the 2023 return.

Listed in Part VII

  • AMY NACHTIGAL

    VICE PRESIDENT-DIRECTOR & CFO

    Total calculated
    $676,142
    From this org
    $0
    From related orgs
    $559,636
    Other
    $116,506
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,501 related
    Bonus
    $0 + $82,168 related
    Other
    $0 + $61,967 related
    Deferred
    $0 + $76,942 related
    Nontaxable benefits
    $0 + $39,564 related
    Filer's total
    $0 + $676,142 related

  • JANE PECK

    SECR/TREAS-DIRECTOR

    Total calculated
    $624,181
    From this org
    $0
    From related orgs
    $528,397
    Other
    $95,784
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,334 related
    Bonus
    $0 + $79,580 related
    Other
    $0 + $46,483 related
    Deferred
    $0 + $66,110 related
    Nontaxable benefits
    $0 + $29,673 related
    Filer's total
    $0 + $624,180 related

  • JANET GORDON

    DIRECTOR & VP

    Total calculated
    $307,231
    From this org
    $0
    From related orgs
    $237,843
    Other
    $69,388
    Hours/week
    13 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,621 related
    Bonus
    $0 + $30,750 related
    Other
    $0 + $4,472 related
    Deferred
    $0 + $36,439 related
    Nontaxable benefits
    $0 + $32,949 related
    Filer's total
    $0 + $307,230 related

  • JANI JOHNSON

    PRESIDENT-DIRECTOR

    Total calculated
    $1,301,066
    From this org
    $0
    From related orgs
    $1,161,190
    Other
    $139,876
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $714,490 related
    Bonus
    $0 + $375,594 related
    Other
    $0 + $71,106 related
    Deferred
    $0 + $113,153 related
    Nontaxable benefits
    $0 + $26,723 related
    Filer's total
    $0 + $1,301,065 related

  • JOHN DAVIS MD

    DIRECTOR & EMPLOYED PHYSICIAN

    Total calculated
    $1,362,894
    From this org
    $1,307,996
    From related orgs
    $0
    Other
    $54,898
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,304,024
    Bonus
    $0
    Other
    $3,972
    Deferred
    $16,500
    Nontaxable benefits
    $38,398
    Filer's total
    $1,362,894

  • KARTHIK VAMANAN MD

    DIRECTOR & EMPLOYED PHYSICIAN

    Total calculated
    $839,010
    From this org
    $784,624
    From related orgs
    $0
    Other
    $54,386
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $783,004
    Bonus
    $0
    Other
    $1,620
    Deferred
    $14,850
    Nontaxable benefits
    $39,536
    Filer's total
    $839,011

  • GRAHAM POLLOCK MD

    PHYSICIAN

    Total calculated
    $1,245,419
    From this org
    $1,215,574
    From related orgs
    $0
    Other
    $29,845
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,214,458
    Bonus
    $0
    Other
    $1,116
    Deferred
    $14,850
    Nontaxable benefits
    $14,995
    Filer's total
    $1,245,419

  • JESSICA HEIMES MD

    PHYSICIAN

    Total calculated
    $1,252,602
    From this org
    $1,214,458
    From related orgs
    $0
    Other
    $38,144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,213,258
    Bonus
    $0
    Other
    $1,200
    Deferred
    $14,850
    Nontaxable benefits
    $23,294
    Filer's total
    $1,252,602

  • KEITH ALLEN MD

    PHYSICIAN

    Total calculated
    $1,264,270
    From this org
    $1,212,265
    From related orgs
    $0
    Other
    $52,005
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,206,721
    Bonus
    $0
    Other
    $5,544
    Deferred
    $18,150
    Nontaxable benefits
    $33,855
    Filer's total
    $1,264,270

  • MICHAEL GIBSON MD

    PHYSICIAN

    Total calculated
    $1,259,523
    From this org
    $1,215,318
    From related orgs
    $0
    Other
    $44,205
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,213,071
    Bonus
    $0
    Other
    $2,247
    Deferred
    $13,200
    Nontaxable benefits
    $31,005
    Filer's total
    $1,259,523

  • SEAN MCCARNEY MD

    PHYSICIAN

    Total calculated
    $1,113,031
    From this org
    $1,097,152
    From related orgs
    $0
    Other
    $15,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,094,532
    Bonus
    $0
    Other
    $2,620
    Deferred
    $13,200
    Nontaxable benefits
    $2,679
    Filer's total
    $1,113,032

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
ANNUALLY, THE SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS' COMPENSATION COMMITTEE REVIEWS, DISCUSSES, SETS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT EXECUTIVES. INDEPENDENT, EXTERNAL DIRECTORS SERVE ON THE COMPENSATION COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY PROVIDES A WRITTEN REPORT AND REASONABLENESS OPINION. THE CONSULTANT REVIEWS THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSOPHY AND ANALYZES MARKET COMPETITIVENESS (IN TOTAL AND BY EACH COMPENSATION AND BENEFIT ELEMENT) FOR THE EXECUTIVES USING APPROPRIATE COMPARABILITY DATA. COMPENSATION COMMITTEE ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE. COMPENSATION FOR OFFICERS NOT REVIEWED BY THE COMPENSATION COMMITTEE IS SET/APPROVED ANNUALLY BY SAINT LUKE'S HEALTH SYSTEM EXECUTIVE MANAGEMENT BASED ON MARKET COMPENSATION SURVEYS AND COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM.
Schedule J, Part II COMPENSATION FROM RELATED ORGANIZATIONS
JANI JOHNSON, AMY NACHTIGAL, JANET GORDON, AND JANE PECK RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION. THE RELATED ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE ENGAGEMENT, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423199349314042

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