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Nonprofiteer
← SAINT LUKES PHYSICIAN GROUP INC

Form 990 for tax year 2023

Filed by SAINT LUKES PHYSICIAN GROUP INC.

Totals

Total revenue
$562,469,307
Total expenses
$560,481,379
Contributions and grants received
$242,083,767
Grants paid
$0
Program service revenue
$318,271,042
Investment income
$2,114,498
Other revenue
$0
Total assets, end of year
$78,232,123
Total liabilities, end of year
$69,869,547
Net assets or fund balances, end of year
$8,362,576
Program services expenses (Part IX)
$516,146,732
Management and general expenses
$44,334,647
Fundraising expenses
$0
Program service expenses (Part III)
$516,146,732

Program services were 92.1% 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

    $239,079,875

  • 1e · Government grants (contributions)

    $3,003,892

  • 1f · All other contributions, gifts and grants

    $0

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $281,910,126 · related or exempt $281,910,126

  • 2b · Program service revenue: CONTRACT MEDICAL SERVICES

    total $17,377,475 · related or exempt $17,377,475

  • 2c · Program service revenue: RESEARCH STUDY INCOME

    total $32,456 · unrelated business $32,456

  • 2d · Program service revenue

    total $0 · unrelated business $0

  • 2f · All other program service revenue

    total $18,950,985 · related or exempt $18,950,985 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,114,498 · excluded $2,114,498

  • 6c · Rental income or loss

    real property $0 · personal property $0

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

    other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · excluded $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 $7,261,249 · program services $3,040,872 · management and general $4,220,377

  • 7 · Other salaries and wages

    total $370,665,551 · program services $354,683,081 · management and general $15,982,470

  • 8 · Pension plan contributions

    total $12,165,545 · program services $11,436,254 · management and general $729,291

  • 9 · Other employee benefits

    total $31,139,844 · program services $29,475,200 · management and general $1,664,644

  • 10 · Payroll taxes

    total $19,059,779 · program services $18,040,900 · management and general $1,018,879

  • 11b · Fees: legal

    total $83,145 · management and general $83,145

  • 11c · Fees: accounting

    total $36,399 · management and general $36,399

  • 11g · Fees: other

    total $27,471,411 · program services $25,603,577 · management and general $1,867,834 · fundraising $0

  • 12 · Advertising and promotion

    total $12,654 · program services $9,432 · management and general $3,222

  • 13 · Office expenses

    total $3,853,546 · program services $2,307,978 · management and general $1,545,568

  • 14 · Information technology

    total $2,532,304 · program services $632,610 · management and general $1,899,694

  • 16 · Occupancy

    total $17,005,784 · program services $16,571,046 · management and general $434,738

  • 17 · Travel

    total $495,466 · program services $342,932 · management and general $152,534

  • 19 · Conferences, conventions and meetings

    total $2,307,108 · program services $2,066,213 · management and general $240,895

  • 22 · Depreciation, depletion and amortization

    total $3,212,366 · program services $3,143,120 · management and general $69,246

  • 23 · Insurance

    total $16,322,120 · program services $16,037,778 · management and general $284,342

  • 24a · Other expenses: BAD DEBT

    total $5,881,739 · program services $5,881,739

  • 24b · Other expenses: SHARED SERVICES-SLHS

    total $20,870,715 · program services $7,232,324 · management and general $13,638,391

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $1,308,963 · program services $1,239,892 · management and general $69,071

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $17,218,941 · program services $17,217,933 · management and general $1,008

  • 24e · All other expenses

    total $1,576,750 · program services $1,183,851 · management and general $392,899 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,008,769 · end of year -$348,852

  • 4 · Accounts receivable

    beginning of year $24,907,768 · end of year $30,757,401

  • 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 $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,261,788 · end of year $1,318,387

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

    $52,453,550

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

    $36,079,776

  • 10c · Land, buildings and equipment, net

    beginning of year $16,897,328 · end of year $16,373,774

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $3,045,047 · end of year $3,017,620

  • 15 · Other assets

    beginning of year $25,945,838 · end of year $27,113,793

  • 17 · Accounts payable and accrued expenses

    beginning of year $43,523,825 · end of year $47,603,298

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $21,058,486 · end of year $22,266,249

  • 27 · Net assets without donor restrictions

    beginning of year $8,204,741 · end of year $8,204,746

  • 28 · Net assets with donor restrictions

    beginning of year $279,486 · end of year $157,830

Mission and programs · 2023

Mission

THE MISSION AND PURPOSE OF SAINT LUKE'S PHYSICIAN GROUP IS TO ORGANIZE, COORDINATE AND INTEGRATE PRIMARY CARE AND SPECIALIST PHYSICIANS AND OTHER ALLIED HEALTH PROFESSIONALS FOR THE BENEFIT OF THE COMMUNITIES SERVED BY SAINT LUKE'S HEALTH SYSTEM AND ITS AFFILIATES. AS A MEMBER OF SAINT LUKE'S HEALTH SYSTEM, WE ARE DEDICATED TO ENHANCING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE.

Activities or mission (Part I)

PRIMARY CARE AND SPECIALIZED MEDICAL SERVICES FOR THE BENEFIT OF THE COMMUNITIES SERVED BY SAINT LUKE'S HEALTH SYSTEM AND ITS AFFILIATES.

  • SAINT LUKE'S PHYSICIAN GROUP (THE GROUP), IS A PRIMARY CARE AND SPECIALIST PHYSICIAN MEDICAL GROUP PROVIDING SERVICES TO PATIENTS IN THE KANSAS CITY AND SURROUNDING COMMUNITIES. DURING 2023 THE GROUP RECORDED 1,811,000 PATIENT VISITS. THE GROUP PARTICIPATES IN THE MEDICARE AND MEDICAID PROGRAMS AND PROVIDES SERVICES ON A CHARITABLE BASIS FOR PATIENTS WITHOUT ADEQUATE MEANS TO PAY FOR THEIR CARE. FOR 2023, THE UNREIMBURSED COST TO PROVIDE CARE TO MEDICAID RECIPIENTS AND CHARITY CARE PATIENTS WAS $33,300,000 AND $2,200,000, RESPECTIVELY. THE GROUP EXTENDS THE CHARITABLE, EDUCATIONAL, AND HEALTH MISSIONS OF ITS RELATED HOSPITALS WITHIN SAINT LUKE'S HEALTH SYSTEM, INC. THE GROUP'S MEDICAL PERSONNEL ARE ACTIVE IN COMMUNITY HEALTH EDUCATION PROGRAMS, INCLUDING SPEAKING AT PUBLIC HEALTH FORUMS AND PERIODICALLY OFFERING FREE HEALTH SCREENINGS AND ASSESSMENTS.

    Expenses $516,146,732 · Revenue $318,238,586

As filed on the 2023 return.

Listed in Part VII

  • Gregory Bentz

    DIRECTOR-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Michael Main MD

    Chief Executive Officer & DIRECTOR

    Total calculated
    $1,316,042
    From this org
    $1,185,629
    From related orgs
    $0
    Other
    $130,413
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $762,689
    Bonus
    $404,018
    Other
    $18,922
    Deferred
    $112,965
    Nontaxable benefits
    $17,448
    Filer's total
    $1,316,042

  • Michael Munger MD

    DIRECTOR-VP & EMPLOYED PHYSICIAN

    Total calculated
    $94,055
    From this org
    $88,084
    From related orgs
    $0
    Other
    $5,971
    Hours/week
    40

  • Allen Dillingham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Anthony Fangman MD

    DIRECTOR & EMPLOYED PHYSICIAN

    Total calculated
    $521,168
    From this org
    $464,245
    From related orgs
    $0
    Other
    $56,923
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $462,643
    Bonus
    $0
    Other
    $1,602
    Deferred
    $19,800
    Nontaxable benefits
    $37,123
    Filer's total
    $521,167

  • David Lybarger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jessica Yoakam MD

    DIRECTOR & EMPLOYED PHYSICIAN

    Total calculated
    $456,363
    From this org
    $408,096
    From related orgs
    $0
    Other
    $48,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,096
    Bonus
    $37,000
    Other
    $999
    Deferred
    $18,150
    Nontaxable benefits
    $30,117
    Filer's total
    $456,363

  • Lloyd Hill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael Crow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Norden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ryan McNellis MD

    DIRECTOR & EMPLOYED PHYSICIAN

    Total calculated
    $380,669
    From this org
    $334,024
    From related orgs
    $0
    Other
    $46,645
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $295,354
    Bonus
    $37,904
    Other
    $767
    Deferred
    $19,800
    Nontaxable benefits
    $26,845
    Filer's total
    $380,669

  • Sreenivasa Jonnalagadda MD

    DIRECTOR & EMPLOYED PHYSICIAN

    Total calculated
    $944,153
    From this org
    $895,285
    From related orgs
    $0
    Other
    $48,868
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $881,313
    Bonus
    $10,000
    Other
    $3,972
    Deferred
    $16,500
    Nontaxable benefits
    $32,368
    Filer's total
    $944,152

  • Thomas Willard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Timothy Pluard MD

    DIRECTOR & EMPLOYED PHYSICIAN

    Total calculated
    $930,641
    From this org
    $880,303
    From related orgs
    $0
    Other
    $50,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $874,399
    Bonus
    $0
    Other
    $5,904
    Deferred
    $16,500
    Nontaxable benefits
    $33,838
    Filer's total
    $930,641

  • Damara Harper

    CFO

    Total calculated
    $185,100
    From this org
    $159,311
    From related orgs
    $0
    Other
    $25,789
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $158,338
    Bonus
    $0
    Other
    $973
    Deferred
    $3,288
    Nontaxable benefits
    $22,500
    Filer's total
    $185,100

  • FARAZ Ahmed

    CHIEF OPERATING OFFICER TERM END 8/2023

    Total calculated
    $722,002
    From this org
    $694,313
    From related orgs
    $0
    Other
    $27,689
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $230,738
    Bonus
    $45,000
    Other
    $418,575
    Deferred
    $6,600
    Nontaxable benefits
    $21,089
    Filer's total
    $722,002

  • Felicia Menefee

    CHIEF NURSING OFFICER

    Total calculated
    $396,899
    From this org
    $316,728
    From related orgs
    $0
    Other
    $80,171
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $250,435
    Bonus
    $37,080
    Other
    $29,213
    Deferred
    $55,994
    Nontaxable benefits
    $24,177
    Filer's total
    $396,899

  • Gina Lawson MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $802,425
    From this org
    $680,775
    From related orgs
    $0
    Other
    $121,650
    Hours/week
    24 + 26 related

    Schedule J breakdown matched by us

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

  • Julie Murphy

    Chief Financial Officer Term end 5/2023

    Total calculated
    $272,158
    From this org
    $265,609
    From related orgs
    $0
    Other
    $6,549
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $147,664
    Bonus
    $47,123
    Other
    $70,822
    Deferred
    $5,227
    Nontaxable benefits
    $1,322
    Filer's total
    $272,158

  • Katie Danielson

    COO

    Total calculated
    $239,574
    From this org
    $201,099
    From related orgs
    $0
    Other
    $38,475
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $183,896
    Bonus
    $16,700
    Other
    $503
    Deferred
    $8,415
    Nontaxable benefits
    $30,061
    Filer's total
    $239,574

  • Aaron Douglas MD

    PHYSICIAN

    Total calculated
    $1,342,826
    From this org
    $1,290,801
    From related orgs
    $0
    Other
    $52,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,249,256
    Bonus
    $40,000
    Other
    $1,545
    Deferred
    $13,200
    Nontaxable benefits
    $38,825
    Filer's total
    $1,342,827

  • Garry Martin MD

    PHYSICIAN

    Total calculated
    $1,159,837
    From this org
    $1,114,549
    From related orgs
    $0
    Other
    $45,288
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,113,545
    Bonus
    $0
    Other
    $1,004
    Deferred
    $14,850
    Nontaxable benefits
    $30,438
    Filer's total
    $1,159,837

  • Gurpreet Gandhoke MD

    PHYSICIAN

    Total calculated
    $1,377,086
    From this org
    $1,324,038
    From related orgs
    $0
    Other
    $53,048
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,322,418
    Bonus
    $0
    Other
    $1,620
    Deferred
    $14,850
    Nontaxable benefits
    $38,198
    Filer's total
    $1,377,086

  • Michelle Haines MD

    PHYSICIAN

    Total calculated
    $1,457,352
    From this org
    $1,411,399
    From related orgs
    $0
    Other
    $45,953
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,367,642
    Bonus
    $40,000
    Other
    $3,757
    Deferred
    $16,500
    Nontaxable benefits
    $29,453
    Filer's total
    $1,457,352

  • Thuan Nguyen MD

    PHYSICIAN

    Total calculated
    $1,209,821
    From this org
    $1,163,993
    From related orgs
    $0
    Other
    $45,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,162,978
    Bonus
    $0
    Other
    $1,015
    Deferred
    $14,850
    Nontaxable benefits
    $30,978
    Filer's total
    $1,209,821

  • Anna Sahli

    FORMER VP OPERATIONS - TERM END 7/2021

    Total calculated
    $419,955
    From this org
    $0
    From related orgs
    $332,177
    Other
    $87,778
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,619 related
    Bonus
    $0 + $51,912 related
    Other
    $0 + $23,646 related
    Deferred
    $0 + $47,212 related
    Nontaxable benefits
    $0 + $40,566 related
    Filer's total
    $0 + $419,955 related

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 CHIEF ADMINISTRATIVE OFFICER. 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. DIRECTORS ARE NOT COMPENSATED FOR SERVING AS A DIRECTOR OR BOARD OFFICER.
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: Faraz Ahmed - $335,850
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 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.
Schedule J, Part II PART II
ANNA SAHLI 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. GINA LAWSON AND MICHAEL MAIN RECEIVED COMPENSATION FROM THE ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION.

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.

  • 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
202403199349315800

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