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← SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE

Form 990 for tax year 2023

Filed by SAINT LUKES HEALTH SYSTEM HOME CARE AND HOSPICE.

Totals

Total revenue
$71,946,148
Total expenses
$72,445,308
Contributions and grants received
$413,560
Grants paid
$0
Program service revenue
$71,527,403
Investment income
$5,185
Other revenue
$0
Total assets, end of year
$16,914,599
Total liabilities, end of year
$6,080,895
Net assets or fund balances, end of year
$10,833,704
Program services expenses (Part IX)
$68,747,590
Management and general expenses
$3,696,989
Fundraising expenses
$729
Program service expenses (Part III)
$68,747,590

Program services were 94.9% 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

    $404,671

  • 1e · Government grants (contributions)

    $8,889

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

    total $28,728,624 · related or exempt $28,728,624

  • 2b · Program service revenue: Specialty Pharmacy

    total $42,752,420 · related or exempt $42,752,420

  • 2c · Program service revenue: Other Program Service Revenue

    total $46,359 · related or exempt $46,359

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $5,185 · excluded $5,185

  • 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 $353,016 · management and general $353,016

  • 7 · Other salaries and wages

    total $18,786,039 · program services $17,940,125 · management and general $845,340 · fundraising $574

  • 8 · Pension plan contributions

    total $769,431 · program services $754,411 · management and general $14,996 · fundraising $24

  • 9 · Other employee benefits

    total $2,998,159 · program services $2,810,345 · management and general $187,724 · fundraising $90

  • 10 · Payroll taxes

    total $1,379,307 · program services $1,292,903 · management and general $86,363 · fundraising $41

  • 11b · Fees: legal

    total $6,000 · management and general $6,000

  • 11g · Fees: other

    total $2,058,995 · program services $1,799,508 · management and general $259,487 · fundraising $0

  • 12 · Advertising and promotion

    total $3,902 · program services $1,200 · management and general $2,702

  • 13 · Office expenses

    total $1,105,872 · program services $1,060,303 · management and general $45,569

  • 14 · Information technology

    total $134,026 · program services $102,576 · management and general $31,450

  • 16 · Occupancy

    total $384,783 · program services $303,494 · management and general $81,289

  • 17 · Travel

    total $685,456 · program services $684,073 · management and general $1,383

  • 19 · Conferences, conventions and meetings

    total $13,971 · program services $12,906 · management and general $1,065

  • 22 · Depreciation, depletion and amortization

    total $757,607 · program services $748,320 · management and general $9,287

  • 23 · Insurance

    total $150,889 · program services $115,945 · management and general $34,944

  • 24a · Other expenses: Medical Supplies

    total $40,005,502 · program services $40,005,502

  • 24b · Other expenses: Shared Services - SLHS

    total $2,696,842 · program services $962,562 · management and general $1,734,280

  • 24c · Other expenses: Bad Debt

    total $113,771 · program services $113,771

  • 24d · Other expenses: Miscellaneous

    total $41,740 · program services $39,646 · management and general $2,094

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,253,322 · end of year $4,024,213

  • 4 · Accounts receivable

    beginning of year $2,826,640 · end of year $2,770,840

  • 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

  • 8 · Inventories for sale or use

    beginning of year $1,597,898 · end of year $1,853,317

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,127 · end of year $48,909

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

    $13,622,965

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

    $6,517,246

  • 10c · Land, buildings and equipment, net

    beginning of year $7,705,406 · end of year $7,105,719

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $1,383,159 · end of year $1,111,601

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,112,954 · end of year $3,851,569

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,290,979 · end of year $2,229,326

  • 27 · Net assets without donor restrictions

    beginning of year $10,762,508 · end of year $10,263,351

  • 28 · Net assets with donor restrictions

    beginning of year $603,111 · end of year $570,353

Mission and programs · 2023

Mission

SAINT LUKE'S HEALTH SYSTEM HOME CARE AND HOSPICE, AN AFFILIATE OF SAINT LUKE'S HEALTH SYSTEM, IS COMMITTED TO ENHANCING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE. WE PROVIDE HOME CARE SERVICES AND PRODUCTS INCLUDING: HOME HEALTH NURSING AND THERAPY, HOME INFUSION PHARMACY, HOSPICE, AND HOME TELEMONITORING.

Activities or mission (Part I)

HOME HEALTH AND HOSPICE CARE

  • SAINT LUKE'S HEALTH SYSTEM HOME CARE AND HOSPICE ("SLHS HCH") PROVIDES IN-HOME HEALTH CARE SERVICES DIRECTLY TO THE PATIENT AND FAMILIES IN 29 COUNTIES IN MISSOURI AND KANSAS. THE SPECIALTY SERVICES INCLUDE CARDIAC HOME CARE, HOME INFUSION, TELEMONITORING, REHABILITATION (PHYSICAL, OCCUPATIONAL AND SPEECH), SKILLED NURSING, PALLIATIVE CARE, SOCIAL SERVICES AND WOUND CARE. CARE IS ALSO PROVIDED TO TERMINALLY ILL PATIENTS IN HOMES, NURSING HOMES AND HOSPITALS. A MULTIDISCIPLINARY HOSPICE TEAM CONSISTING OF NURSES, AIDES, CHAPLAINS, MUSIC THERAPISTS, BEREAVEMENT COUNSELORS AND SOCIAL WORKERS WORK WITH THE FAMILIES AND PATIENTS TO PROVIDE THE BEST CARE FOR THE END OF LIFE TRANSITION. SAINT LUKE'S HEALTH SYSTEM HOSPICE HOUSE HAS 12 BEDS AND SERVES PATIENTS AND FAMILIES NEEDING END OF LIFE CARE OUTSIDE OF THE HOME. SLHS HCH MAKES A SIGNIFICANT COMMITMENT TO THOSE COVERED BY THE MEDICAID PROGRAM. UNREIMBURSED COSTS FOR MEDICAID WERE $392,000 FOR 2023. ADDITIONAL UNREIMBURSED COSTS OF OVER $5,000 FOR CHARITY CARE WERE INCURRED IN 2023. SLHS HCH ALSO PROVIDES COMMUNITY EDUCATION AND OUTREACH. THIS INCLUDES SUPPORT GROUPS, VOLUNTEER TRAINING, NURSING EDUCATION, PUBLIC SPEAKING, FUNERALS AND HEALTH FAIRS.

    Expenses $68,747,590 · Revenue $71,527,403

As filed on the 2023 return.

Listed in Part VII

  • Anita Brennan

    DIRECTOR & EXEC DIR BEG 2023

    Total calculated
    $200,015
    From this org
    $0
    From related orgs
    $191,793
    Other
    $8,222
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,174 related
    Bonus
    $0 + $14,976 related
    Other
    $0 + $25,643 related
    Deferred
    $0 + $7,662 related
    Nontaxable benefits
    $0 + $561 related
    Filer's total
    $0 + $200,015 related

  • Denise Mogg

    DIRECTOR-VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Margaret Donnelly

    DIRECTOR & EXEC DIR TERM END 11/23

    Total calculated
    $854,352
    From this org
    $0
    From related orgs
    $823,357
    Other
    $30,995
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $296,029 related
    Bonus
    $0 + $63,860 related
    Other
    $0 + $463,468 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $24,395 related
    Filer's total
    $0 + $854,352 related

  • Peter Holt MD

    DIRECTOR - PRES

    Total calculated
    $431,173
    From this org
    $0
    From related orgs
    $387,997
    Other
    $43,176
    Hours/week
    1 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,934 related
    Bonus
    $0
    Other
    $0 + $4,063 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $26,676 related
    Filer's total
    $0 + $431,173 related

  • Angela Locke

    DIRECTOR

    Total calculated
    $218,095
    From this org
    $0
    From related orgs
    $191,759
    Other
    $26,336
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,251 related
    Bonus
    $0
    Other
    $0 + $1,507 related
    Deferred
    $0 + $15,524 related
    Nontaxable benefits
    $0 + $10,812 related
    Filer's total
    $0 + $218,095 related

  • Brenda Wright

    DIRECTOR

    Total calculated
    $190,395
    From this org
    $0
    From related orgs
    $172,268
    Other
    $18,127
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,062 related
    Bonus
    $0 + $15,285 related
    Other
    $0 + $921 related
    Deferred
    $0 + $8,693 related
    Nontaxable benefits
    $0 + $9,434 related
    Filer's total
    $0 + $190,395 related

  • Christopher Beal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Diane Doran

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gina Lawson MD

    DIRECTOR

    Total calculated
    $802,425
    From this org
    $0
    From related orgs
    $680,775
    Other
    $121,650
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $521,054 related
    Bonus
    $0 + $102,040 related
    Other
    $0 + $57,681 related
    Deferred
    $0 + $90,012 related
    Nontaxable benefits
    $0 + $31,638 related
    Filer's total
    $0 + $802,426 related

  • Jamila Weaver

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Soloman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Chase

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paula Littleton

    DIRECTOR

    Total calculated
    $314,169
    From this org
    $0
    From related orgs
    $246,229
    Other
    $67,940
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,413 related
    Bonus
    $0 + $31,950 related
    Other
    $0 + $1,866 related
    Deferred
    $0 + $36,784 related
    Nontaxable benefits
    $0 + $31,156 related
    Filer's total
    $0 + $314,169 related

  • Jamie Allen

    SECRETARY

    Total calculated
    $444,252
    From this org
    $0
    From related orgs
    $378,123
    Other
    $66,129
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,632 related
    Bonus
    $0 + $44,514 related
    Other
    $0 + $28,977 related
    Deferred
    $0 + $53,500 related
    Nontaxable benefits
    $0 + $12,630 related
    Filer's total
    $0 + $444,253 related

  • Lisa Havenhill

    CHIEF FINANCIAL OFFICER/TREASURER

    Total calculated
    $353,016
    From this org
    $275,632
    From related orgs
    $0
    Other
    $77,384
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $220,582
    Bonus
    $33,261
    Other
    $21,789
    Deferred
    $50,017
    Nontaxable benefits
    $27,368
    Filer's total
    $353,016

  • Ami Middleton

    PHARMACIST

    Total calculated
    $195,054
    From this org
    $157,749
    From related orgs
    $0
    Other
    $37,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,610
    Bonus
    $0
    Other
    $139
    Deferred
    $7,519
    Nontaxable benefits
    $29,786
    Filer's total
    $195,054

  • Jonathon Robinson

    MGR-PHARMACYOPERATIONS

    Total calculated
    $182,156
    From this org
    $174,603
    From related orgs
    $0
    Other
    $7,553
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,453
    Bonus
    $0
    Other
    $150
    Deferred
    $6,978
    Nontaxable benefits
    $575
    Filer's total
    $182,156

  • Kathy Gregory

    PHYSICIAL THERAPIST

    Total calculated
    $172,779
    From this org
    $151,622
    From related orgs
    $0
    Other
    $21,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,159
    Bonus
    $0
    Other
    $463
    Deferred
    $12,266
    Nontaxable benefits
    $8,892
    Filer's total
    $172,779

  • Marc Choquette

    MGR-PHARMACYOPERATIONS

    Total calculated
    $191,949
    From this org
    $157,213
    From related orgs
    $0
    Other
    $34,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,743
    Bonus
    $0
    Other
    $470
    Deferred
    $6,587
    Nontaxable benefits
    $28,149
    Filer's total
    $191,949

  • Sara Nicolaus

    PHARMACIST

    Total calculated
    $196,890
    From this org
    $158,090
    From related orgs
    $0
    Other
    $38,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,968
    Bonus
    $0
    Other
    $122
    Deferred
    $6,575
    Nontaxable benefits
    $32,224
    Filer's total
    $196,890

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

  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 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 EXECUTIVE AND CFO. 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.
Schedule J, Part I, Line 4a Severance or change-of-control payment
SEVERANCE PAYMENT INCLUDED IN SCH J, PART II, B(III) OTHER REPORTABLE COMPENSATION: Margaret Donnelly - $372,308
Schedule J, Part I, Line 7 Non-fixed payments
THE 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 RETENTION, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE SYSTEM 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.
Schedule J, Part II PART II
PETER HOLT, ANGELA LOCKE, GINA LAWSON, BRENDA WRIGHT, JAMIE ALLEN, AND PAULA LITTLETON DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. LISA HAVENHILL RECEIVED COMPENSATION FROM THE FILING ORGANIZATIONS FOR SERVICES PROVIDED TO THE FILING AND RELATED ORGANIZATIONS. REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS FOR MARGARET DONNELLY AND ANITA BRENNAN IS FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SAINT LUKE'S HOSPICE OF LEAVENWORTH LLC

    HOSPICE SERVICE TO PATIENTS · KS · income $956,911 · assets $0

    Directly controlled by SAINT LUKE'S HEALTH SYSTEM HOME CARE & HOSPICE

Related partnerships

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

  • MEDICAL PLAZA PARTNERS LP

    N/A · OWN & OPERATE MEDICAL OFFICE BUILDING · MO

    Directly controlled by NA

  • ST LUKES SURGICENTER-LEES SUMMIT LLC

    N/A · HEALTH CARE · MO

    Directly controlled by NA

  • SAINT LUKES SOUTH SURGERY CENTER LLC

    N/A · HEALTH CARE · KS

    Directly controlled by NA

  • SAINT LUKES-GI DIAGNOSTICS

    N/A · HEALTH CARE · MO

    Directly controlled by NA

  • KANSAS CITY ORTHOPAEDIC INSTITUTE LLC

    N/A · HEALTH CARE · KS

    Directly controlled by NA

  • SAINT LUKES RADIATION THERAPY-LIBERTY LLC

    N/A · HEALTH CARE · MO

    Directly controlled by NA

  • Saint Luke's South Pain Management Center LLC

    N/A · HEALTH CARE · KS

    Directly controlled by NA

  • Saint Lukes North Surgery Center LLC

    N/A · Health Care · MO

    Directly controlled by NA

Related corporations and trusts

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

  • SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP

    C Corporation · INSURANCE · SC

    Directly controlled by NA

  • ST LUKES HEALTH VENTURES INC

    C Corporation · ACCOUNTING · MO

    Directly controlled by NA

  • MEDICAL PLAZA MANAGEMENT INC

    C Corporation · MEDICAL OFFICE BUILDING MANAGEMENT · MO

    Directly controlled by NA

  • SAINT LUKES HEALTH SYSTEM INSURANCE LTD

    C Corporation · CAPTIVE · CJ

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349310141

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