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Nonprofiteer
← ST LUKES CLINIC COORDINATED CARE LTD

Form 990 for tax year 2022

Filed by ST LUKES CLINIC COORDINATED CARE LTD.

Totals

Total revenue
$307,524,112
Total expenses
$291,941,324
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$307,524,112
Investment income
$0
Other revenue
$0
Total assets, end of year
$44,725,423
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$44,725,423
Program services expenses (Part IX)
$290,294,559
Management and general expenses
$1,646,765
Fundraising expenses
$0
Program service expenses (Part III)
$290,294,559

Program services were 99.4% 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.

  • 2a · Program service revenue: Premium Revenue

    total $307,524,112 · related or exempt $307,524,112

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $51,273 · management and general $51,273

  • 13 · Office expenses

    total $399,137 · program services $219,525 · management and general $179,612

  • 14 · Information technology

    total $10,991 · program services $6,045 · management and general $4,946

  • 17 · Travel

    total $2,266 · management and general $2,266

  • 22 · Depreciation, depletion and amortization

    total $1,518 · program services $835 · management and general $683

  • 24a · Other expenses: Medical Claim Expense

    total $287,721,222 · program services $287,721,222

  • 24b · Other expenses: Allocated SLHS Wages

    total $2,604,492 · program services $1,321,938 · management and general $1,282,554

  • 24c · Other expenses: Contract service

    total $871,690 · program services $871,690

  • 24d · Other expenses: Allocated SLHS Exp

    total $263,811 · program services $145,096 · management and general $118,715

  • 24e · All other expenses

    total $14,924 · program services $8,208 · management and general $6,716

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $0 · end of year $30,990,622

  • 15 · Other assets

    beginning of year $29,142,635 · end of year $13,734,801

  • 27 · Net assets without donor restrictions

    beginning of year $29,142,635 · end of year $44,725,423

Mission and programs · 2022

Mission

Improve the quality of healthcare delivered, and lower cost for the patients served.

Activities or mission (Part I)

Accountable Care Organization (ACO) organized to participate in the Medicare Shared Savings Program (MSSP).

  • St. Luke's Clinic Coordinated Care, Ltd. (SLCCC) is a wholly owned subsidiary of St. Luke's Health System, formed as an accountable care organization to bring doctors, hospitals, and other health care providers together to provide coordinated, high-quality care at lower costs to the population. SLCCC participates in Centers for Medicare and Medicaid ACO initiative that provides tools to support better patient engagement and care management to improve health outcomes, while also furthering the goal of paying providers based on the quality rather than the quantity of care provided. There are over 579 providers and 24,000 beneficiaries participating in the ACO.

    Expenses $290,294,559 · Revenue $307,524,112

As filed on the 2022 return.

Listed in Part VII

  • Jeffrey S Taylor

    Director (End 10/22)

    Total calculated
    $876,124
    From this org
    $0
    From related orgs
    $794,537
    Other
    $81,587
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $711,371 related
    Bonus
    $0
    Other
    $0 + $83,166 related
    Deferred
    $0 + $64,199 related
    Nontaxable benefits
    $0 + $17,388 related
    Filer's total
    $0 + $876,124 related

  • Sandee Moore Gehrke

    Director (Beg 2/23)

    Total calculated
    $820,230
    From this org
    $0
    From related orgs
    $777,872
    Other
    $42,358
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $696,113 related
    Bonus
    $0
    Other
    $0 + $81,759 related
    Deferred
    $0 + $13,780 related
    Nontaxable benefits
    $0 + $28,578 related
    Filer's total
    $0 + $820,230 related

  • Robert Cavagnol MD

    Director

    Total calculated
    $777,111
    From this org
    $0
    From related orgs
    $748,052
    Other
    $29,059
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $706,242 related
    Bonus
    $0
    Other
    $0 + $41,810 related
    Deferred
    $0 + $11,465 related
    Nontaxable benefits
    $0 + $17,594 related
    Filer's total
    $0 + $777,111 related

  • Jason Bronner MD

    Director

    Total calculated
    $606,445
    From this org
    $0
    From related orgs
    $564,825
    Other
    $41,620
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $485,917 related
    Bonus
    $0 + $57,598 related
    Other
    $0 + $21,310 related
    Deferred
    $0 + $13,780 related
    Nontaxable benefits
    $0 + $27,840 related
    Filer's total
    $0 + $606,445 related

  • Brian Fortuin MD

    Director (End 7/23)

    Total calculated
    $24,231
    From this org
    $0
    From related orgs
    $24,231
    Other
    $0
    Hours/week
    2 + 40 related

  • Jim Giuffre

    Chair

    Total calculated
    $0
    Hours/week
    2

  • April Dillion DO

    Director (End 12/22)

    Total calculated
    $0
    Hours/week
    2

  • Casi Wyatt DO

    Director (End 7/23)

    Total calculated
    $0
    Hours/week
    2

  • Cynthia York

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dee Jay Mailer

    Director (End 5/23)

    Total calculated
    $0
    Hours/week
    2

  • Dick Armstrong

    Director (End 12/22)

    Total calculated
    $0
    Hours/week
    2

  • Ernest Blackwelder

    Director (End 12/22)

    Total calculated
    $0
    Hours/week
    2

  • Randell Page DO

    Director (End 12/22)

    Total calculated
    $0
    Hours/week
    2

  • Robert Ohlensehlen

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ben Keith

    Secretary (End 2/23)

    Total calculated
    $320,687
    From this org
    $0
    From related orgs
    $276,009
    Other
    $44,678
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,199 related
    Bonus
    $0 + $1,000 related
    Other
    $0 + $41,810 related
    Deferred
    $0 + $12,798 related
    Nontaxable benefits
    $0 + $31,880 related
    Filer's total
    $0 + $320,687 related

  • Margaret Dougherty

    Secretary (Beg 2/23)

    Total calculated
    $300,381
    From this org
    $0
    From related orgs
    $275,125
    Other
    $25,256
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,761 related
    Bonus
    $0
    Other
    $0 + $23,364 related
    Deferred
    $0 + $12,343 related
    Nontaxable benefits
    $0 + $12,913 related
    Filer's total
    $0 + $300,381 related

  • Amy Gonzalez

    Pres (Beg 10/22) Int Treas (Beg 6/23)

    Total calculated
    $294,652
    From this org
    $0
    From related orgs
    $272,532
    Other
    $22,120
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,180 related
    Bonus
    $0
    Other
    $0 + $40,352 related
    Deferred
    $0 + $12,322 related
    Nontaxable benefits
    $0 + $9,798 related
    Filer's total
    $0 + $294,652 related

  • Shelby Hendrickson

    Treasurer (Beg 10/22 - End 6/23)

    Total calculated
    $146,723
    From this org
    $0
    From related orgs
    $133,843
    Other
    $12,880
    Hours/week
    20 + 20 related

  • Christine Neuhoff

    Former Officer

    Total calculated
    $876,929
    From this org
    $0
    From related orgs
    $840,490
    Other
    $36,439
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $724,912 related
    Bonus
    $0
    Other
    $0 + $115,578 related
    Deferred
    $0 + $16,095 related
    Nontaxable benefits
    $0 + $20,344 related
    Filer's total
    $0 + $876,929 related

  • Dave Self

    Former Officer

    Total calculated
    $774,346
    From this org
    $0
    From related orgs
    $751,611
    Other
    $22,735
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $603,923 related
    Bonus
    $0
    Other
    $0 + $147,688 related
    Deferred
    $0 + $12,844 related
    Nontaxable benefits
    $0 + $9,891 related
    Filer's total
    $0 + $774,346 related

  • Matt Wolff

    Former President

    Total calculated
    $442,804
    From this org
    $0
    From related orgs
    $396,959
    Other
    $45,845
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $352,105 related
    Bonus
    $0
    Other
    $0 + $44,854 related
    Deferred
    $0 + $16,095 related
    Nontaxable benefits
    $0 + $29,750 related
    Filer's total
    $0 + $442,804 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 3
Compensation for the organization's CEO is determined by St. Luke's Health System, Ltd. (System), sole member of St. Luke's Clinic Coordinated Care, Ltd. The System board approves the compensation amount per the recommendation of its compensation committee, and the decision is then reviewed and ratified by the board of directors for St. Luke's Clinic Coordinated Care, Ltd. In determining compensation for the CEO, the System board utilizes the following criteria: Compensation Committee Independent compensation consultant Compensation survey or study Approval by the board or compensation committee
Part I, Line 4b
During CY2022, the following individuals participated in a supplemental non-qualified executive retirement plan governed by 457(f): Christine Neuhoff received $79,499 of taxable benefits for service in a supplemental retirement plan. Jeffrey S. Taylor received $19,379 of taxable and $14,047 of non-taxable benefits for service in a supplemental retirement plan. Sandee Moore Gehrke received $36,648 of taxable benefits for service in a supplemental retirement plan. Dave Self received $104,177 of taxable benefits for service in a supplemental retirement plan.
Part II-Column (c)
During CY2022 the following individual participated in the basic pension plan. Due to changes in actuarial assumptions this individual experienced an increase in the vested balance of the plan. Jeffrey S. Taylor $55,049

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202402289349301605

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