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Nonprofiteer
← ST LUKES HEALTH SYSTEM

Form 990 for tax year 2024

Filed by ST LUKES HEALTH SYSTEM.

Totals

Total revenue
$868,714,674
Total expenses
$875,388,373
Contributions and grants received
$6,981,809
Grants paid
$7,043,741
Program service revenue
$839,916,433
Investment income
$16,804,465
Other revenue
$5,011,967
Total assets, end of year
$2,615,701,989
Total liabilities, end of year
$2,683,697,777
Net assets or fund balances, end of year
-$67,995,788
Program services expenses (Part IX)
$645,349,210
Management and general expenses
$230,039,163
Fundraising expenses
$0
Program service expenses (Part III)
$645,349,210

Program services were 73.7% 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

    $784,804

  • 1e · Government grants (contributions)

    $5,225,116

  • 1f · All other contributions, gifts and grants

    $971,889

  • 2a · Program service revenue: Admin. Services

    total $838,312,865 · related or exempt $838,312,865

  • 2b · Program service revenue: Joint Venture Income/L

    total $1,603,568 · related or exempt $442,725 · unrelated business $1,160,843

  • 3 · Investment income

    total $3,809,549 · unrelated business $2,932,500 · excluded $877,049

  • 4 · Income from investment of tax-exempt bond proceeds

    total $12,159,842 · excluded $12,159,842

  • 5 · Royalties

    total $176,784 · unrelated business $176,784

  • 6a · Gross rents

    real property $3,568,233

  • 6b · Less rental expenses

    real property $291,912

  • 6c · Rental income or loss

    real property $3,276,321

  • 6d · Net rental income or loss

    total $3,276,321 · excluded $3,276,321

  • 7a · Gross sales of assets other than inventory

    securities $7,558,111

  • 7b · Less cost or other basis and sales expenses

    securities $6,723,037

  • 7c · Gain or loss

    securities $835,074

  • 7d · Net gain or loss

    total $835,074 · excluded $835,074

  • 10a · Gross sales of inventory

    $12,518,987

  • 10b · Cost of goods sold

    $11,750,365

  • 10c · Net income from sales of inventory

    total $768,622 · related or exempt $768,622

  • 11a · Other revenue: CAFETERIA/CATERING/VEN

    total $790,240 · excluded $790,240

  • 11e · Other revenue, total

    $790,240

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,981,873 · program services $6,981,873

  • 3 · Grants to foreign organizations and individuals

    total $61,868 · program services $61,868

  • 5 · Compensation of officers, directors and key employees

    total $9,950,166 · management and general $9,950,166

  • 6 · Compensation of disqualified persons

    total $475,294 · management and general $475,294

  • 7 · Other salaries and wages

    total $305,885,069 · program services $244,728,673 · management and general $61,156,396

  • 8 · Pension plan contributions

    total $44,063,319 · program services $35,250,655 · management and general $8,812,664

  • 9 · Other employee benefits

    total $197,298,184 · program services $157,838,547 · management and general $39,459,637

  • 10 · Payroll taxes

    total $26,392,469 · program services $21,113,975 · management and general $5,278,494

  • 11a · Fees: management

    total $21,416,652 · program services $17,133,322 · management and general $4,283,330

  • 11b · Fees: legal

    total $6,587,535 · management and general $6,587,535

  • 11c · Fees: accounting

    total $435,894 · management and general $435,894

  • 11d · Fees: lobbying

    total $364,126 · management and general $364,126

  • 11f · Fees: investment management

    total $248,168 · management and general $248,168

  • 11g · Fees: other

    total $17,501,082 · program services $3,675,227 · management and general $13,825,855

  • 12 · Advertising and promotion

    total $1,605,072 · program services $1,284,058 · management and general $321,014

  • 13 · Office expenses

    total $12,443,435 · program services $248,869 · management and general $12,194,566

  • 14 · Information technology

    total $96,927,578 · program services $48,463,789 · management and general $48,463,789

  • 16 · Occupancy

    total $291,912 · program services $291,912

  • 17 · Travel

    total $2,041,974 · program services $285,876 · management and general $1,756,098

  • 19 · Conferences, conventions and meetings

    total $7,010 · program services $4,627 · management and general $2,383

  • 22 · Depreciation, depletion and amortization

    total $17,999,559 · program services $17,999,559

  • 23 · Insurance

    total $26,409,245 · program services $26,409,245

  • 24a · Other expenses: INCOME TAXES

    total $1,041,980 · management and general $1,041,980

  • 24b · Other expenses: ALLOCATED SLHS EXPENSE

    total $30,006,145 · program services $30,006,145

  • 24c · Other expenses: COLLECTION SERVICES

    total $20,728,656 · program services $20,728,656

  • 24d · Other expenses: CONTRACT SERVICE

    total $12,889,696 · program services $10,311,757 · management and general $2,577,939

  • 24e · All other expenses

    total $15,334,412 · program services $2,530,577 · management and general $12,803,835

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25,574,120 · end of year $169,466,521

  • 2 · Savings and temporary cash investments

    beginning of year $115,843,290 · end of year $109,374,436

  • 4 · Accounts receivable

    beginning of year $26,517,985 · end of year $14,033,571

  • 7 · Other notes and loans receivable

    beginning of year $66,700,000 · end of year $66,700,000

  • 8 · Inventories for sale or use

    beginning of year $8,170,557 · end of year $38,749,375

  • 9 · Prepaid expenses and deferred charges

    beginning of year $36,112,928 · end of year $34,353,766

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

    $678,027,009

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

    $531,308,355

  • 10c · Land, buildings and equipment, net

    beginning of year $127,643,228 · end of year $146,718,654

  • 11 · Investments: publicly traded securities

    beginning of year $1,055,169,887 · end of year $1,535,335,119

  • 12 · Investments: other securities

    beginning of year $157,118,853 · end of year $238,344,745

  • 13 · Investments: program-related

    beginning of year $23,305,895 · end of year $16,600,000

  • 15 · Other assets

    beginning of year $47,609,415 · end of year $246,025,802

  • 17 · Accounts payable and accrued expenses

    beginning of year $202,360,283 · end of year $220,860,149

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,111,301,688 · end of year $1,593,395,554

  • 23 · Secured mortgages and notes payable

    beginning of year $32,252,860 · end of year $0

  • 25 · Other liabilities

    beginning of year $426,402,554 · end of year $869,442,074

  • 27 · Net assets without donor restrictions

    beginning of year -$82,551,227 · end of year -$67,995,788

Mission and programs · 2024

Mission

To improve the health of people in the communities we serve.

Activities or mission (Part I)

Management of the delivery of healthcare services.

  • As an Idaho-based, not-for-profit health system, St. Luke's is committed "To improve the health of people in the communities we serve" as its mission. With local residents as our board members providing guidance, and in partnership with similarly focused entities, we dedicate resources, skills and knowledge to the best possible compassionate care at every St. Luke's facility. St. Luke's is the region's leader in heart, cancer, women's and children's services; St. Luke's hospitals are nationally recognized for excellence in patient care as attested to by awards, accreditations and designations reflecting the exceptional care that is synonymous with the St. Luke's name. We often have been ranked among the 15 top health systems in the U.S. and have achieved six consecutive Magnet designations, the gold standard for nursing excellence. St. Luke's Health System supports and oversees the operations of all the hospital organizations within the St. Luke's Health System, including: St. Luke's Regional Medical Center Ltd. St. Luke's Wood River Medical Center Ltd. St. Luke's Magic Valley Regional Medical Center Ltd. St. Luke's McCall Ltd. St. Luke's Nampa Medical Center Ltd. St. Luke's Health Foundation Ltd.; St. Luke's Clinic Coordinated Care Ltd. (accountable care organization); Select Medical Network of Idaho Inc. (clinical integration network); and St. Luke's Health Plan (health insurance provider) receive St. Luke's Health System administrative and operational support.

    Expenses $645,349,210 · Grants $7,043,741 · Revenue $840,685,055

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Chris Roth

    President & System CEO

    Total calculated
    $2,104,597
    From this org
    $2,017,450
    From related orgs
    $0
    Other
    $87,147
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

    Base
    $1,852,165
    Bonus
    $0
    Other
    $165,285
    Deferred
    $54,206
    Nontaxable benefits
    $32,941
    Filer's total
    $2,104,597

  • Andy Scoggin

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Lisa Grow

    Chair (Start 10/2024)

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Bill Gilbert

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Bill Whitacre

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Bill Ystueta

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Bob Lokken

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Dan Krahn

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Dave Snelson

    Director (Start 10/2024)

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Emily Baker

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Jill Twedt

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Laura McGeorge MD

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Linda Hartgen

    Director (Start 7/2025)

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Rich Raimondi

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Rosa Davila

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Tom Corrick

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Christine Neuhoff

    SVP/Chief Legal Officer/Secretary

    Total calculated
    $965,427
    From this org
    $874,555
    From related orgs
    $0
    Other
    $90,872
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $781,619
    Bonus
    $0
    Other
    $92,936
    Deferred
    $54,206
    Nontaxable benefits
    $36,666
    Filer's total
    $965,427

  • Kate Fowler

    SVP/CFO/Treasurer

    Total calculated
    $925,746
    From this org
    $860,999
    From related orgs
    $0
    Other
    $64,747
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $825,332
    Bonus
    $0
    Other
    $35,667
    Deferred
    $43,487
    Nontaxable benefits
    $21,260
    Filer's total
    $925,746

  • James Souza MD

    SVP, Chief Physician Executive

    Total calculated
    $1,136,107
    From this org
    $1,063,304
    From related orgs
    $0
    Other
    $72,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $947,126
    Bonus
    $0
    Other
    $116,178
    Deferred
    $53,696
    Nontaxable benefits
    $19,107
    Filer's total
    $1,136,107

  • Sandee Moore Gehrke

    Executive VP, Chief Operating Officer

    Total calculated
    $991,598
    From this org
    $910,430
    From related orgs
    $0
    Other
    $81,168
    Hours/week
    15 + 27 related

    Schedule J breakdown matched by us

    Base
    $867,323
    Bonus
    $0
    Other
    $43,107
    Deferred
    $48,992
    Nontaxable benefits
    $32,176
    Filer's total
    $991,598

  • Dave Self

    SVP, Chief Administrative Officer

    Total calculated
    $833,009
    From this org
    $798,481
    From related orgs
    $0
    Other
    $34,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $681,012
    Bonus
    $0
    Other
    $117,469
    Deferred
    $19,775
    Nontaxable benefits
    $14,753
    Filer's total
    $833,009

  • Reid Stephan

    VP, Chief Information Officer

    Total calculated
    $789,279
    From this org
    $702,187
    From related orgs
    $0
    Other
    $87,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $641,527
    Bonus
    $0
    Other
    $60,660
    Deferred
    $48,992
    Nontaxable benefits
    $38,100
    Filer's total
    $789,279

  • Elizabeth Steger

    SVP, Chief Nursing Executive

    Total calculated
    $696,344
    From this org
    $640,848
    From related orgs
    $0
    Other
    $55,496
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $626,932
    Bonus
    $0
    Other
    $13,916
    Deferred
    $35,422
    Nontaxable benefits
    $20,074
    Filer's total
    $696,344

  • Erin Simms

    SVP, Chief Talent and People Officer

    Total calculated
    $658,156
    From this org
    $618,219
    From related orgs
    $0
    Other
    $39,937
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $612,537
    Bonus
    $0
    Other
    $5,682
    Deferred
    $25,992
    Nontaxable benefits
    $13,945
    Filer's total
    $658,156

  • Vic Kadyan MD

    President, St. Luke's Clinic

    Total calculated
    $987,476
    From this org
    $915,337
    From related orgs
    $0
    Other
    $72,139
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $836,785
    Bonus
    $77,310
    Other
    $1,242
    Deferred
    $38,280
    Nontaxable benefits
    $33,859
    Filer's total
    $987,476

  • Barton F Hill MD

    VP, Chief Quality & Safety Officer

    Total calculated
    $853,378
    From this org
    $759,937
    From related orgs
    $0
    Other
    $93,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $667,672
    Bonus
    $0
    Other
    $92,265
    Deferred
    $69,182
    Nontaxable benefits
    $24,259
    Filer's total
    $853,378

  • James Santry

    VP, Payer Relations & Reimbursement (End 11/2024)

    Total calculated
    $819,778
    From this org
    $808,334
    From related orgs
    $0
    Other
    $11,444
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $416,711
    Bonus
    $0
    Other
    $391,623
    Deferred
    $10,350
    Nontaxable benefits
    $1,094
    Filer's total
    $819,778

  • Jeffrey Cilek

    SVP, Government Relations

    Total calculated
    $617,627
    From this org
    $535,306
    From related orgs
    $0
    Other
    $82,321
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $466,605
    Bonus
    $0
    Other
    $68,701
    Deferred
    $54,206
    Nontaxable benefits
    $28,115
    Filer's total
    $617,627

  • Lucille Dennis

    VP, Operations Physician Services/Clinics

    Total calculated
    $596,927
    From this org
    $530,128
    From related orgs
    $0
    Other
    $66,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $484,557
    Bonus
    $0
    Other
    $45,571
    Deferred
    $43,762
    Nontaxable benefits
    $23,037
    Filer's total
    $596,927

  • David C Pate MD JD

    Former CEO & President

    Total calculated
    $154,684
    From this org
    $154,684
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $154,684
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $154,684

  • Jeffrey S Taylor

    Former SVP/CFO/Treasurer

    Total calculated
    $127,423
    From this org
    $127,423
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $127,423
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $127,423

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

Part I, Line 1a
St. Luke's has agreed to directly or indirectly pay all taxes caused by the vesting of accruals of the adjusted benefit prior to termination of employment. The payment shall be made in such a manner which results in the executive having no personal outlay for taxes resulting from or related to the adjusted benefit for any associated taxes.
Part I, Lines 4a-b
The reportable individual is paid by St. Luke's Health System. Severance pay is based on length of service. Payments of severance are conditioned upon signing a separation and release agreement. During the 2024 calendar year, the following reportable individual received severance payments from St. Luke's Health System: James Santry, $389,480. During CY2024, the following individuals participated in a supplemental non-qualified executive retirement plan governed by 457(f): Chris Roth received $154,918 of taxable benefits for service in a supplemental retirement plan. Christine Neuhoff received $83,600 of taxable benefits for service in a supplemental retirement plan. Sandee Moore Gehrke received $37,750 of taxable benefits for service in a supplemental retirement plan. James Souza, MD, received $104,389 of taxable benefits for service in a supplemental retirement plan. Dave Self received $98,921 of taxable benefits for service in a supplemental retirement plan. Barton F. Hill, MD received $78,552 of taxable benefits for service in a supplemental retirement plan. Reid Stephan received $51,224 of taxable benefits for service in a supplemental retirement plan. Lucille Dennis received $39,274 of taxable benefits for service in a supplemental retirement plan. David C. Pate received $154,684 of taxable and $372,053 of non-taxable benefits for service in a supplemental retirement plan. Jeffrey S. Taylor received $83,974 of taxable and $60,871 of non-taxable benefits for service in a supplemental retirement plan.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • Broadway Park Holdings LLC

    Unrelated · Rental Real Estate · ID · 52.43% owned · share of income $1,592,239 · share of assets $4,146,196

    Directly controlled by St Luke's Health System Ltd

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.5
Source object
202602279349300700

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