2024-11-15T09:38:43+00:00 2023-12-31 990 2023-01-01 850768692 Cardiometabolic Center Alliance Inc CARD 8169322000 901 E 104th St Kansas City MO 64131 AMY NACHTIGAL CFO/Director 8169323318 2024-11-15 2023 2024-10-15 13:58:12Z AMY NACHTIGAL 901 E 104th St Kansas City MO 64131 2189495 false X www.saintlukeskc.org X 2020 MO Further Development of Treatment for Cardiometabolic Disease 13 7 8 13 0 0 1325446 1921606 213687 267889 0 0 1539133 2189495 0 0 1149571 1317855 0 69949 389564 871640 1539135 2189495 -2 0 4510775 3629772 3042282 2052314 1468493 1577458 CARDIOMETABOLIC CENTER ALLIANCE was formed on March 17, 2020 to further development of treatment for cardiometabolic disease which can generally be described as a cluster of interrelated risk factors, including hypertension, elevated fasting blood sugar, dyslipidemia, abdominal obesity and elevated triglycerides, which can lead to heart disease and type 2 diabetes. false false 1837578 0 267889 The Organization is an outgrowth of Saint Luke's Health System to address clinical care of patients suffering from cardiometabolic disease. The purpose of its program is to develop a comprehensive, collaborative approach to the treatment of this disease in lieu of what historically had been a fragmented and isolated approach across different specialties and fields. A key element of the program has been the development and maintenance of a data registry that tracks care and outcomes over time, and serves as the basis for the further development of recommended treatment protocols and strategies. The Organization is intended to be a national collaborative of providers and institutions committed to improving the quality of care and outcomes of patients with cardiometabolic disease by focusing on comprehensive risk reduction. The Organization's data registry will be valuable for outcomes measures, quality and process improvement, and research opportunities - both as real-world evidence and as a clinical trial platform. 1837578 true true false false false false false false true true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 0 0 8 true false false false false false false false false false false false false X 13 7 true false false false true true true true true false false true true true true true true false false false X AMY NACHTIGAL 8169322000 4401 Wornall Rd Kansas City MO 64111 AMY NACHTIGAL CFO, Treas-DIRECTOR 5.0 45.0 X X 0 559636 116506 GREGORY BENTZ CHAIR-DIRECTOR 1.0 3.0 X X 0 0 0 JAN MURRAY SECRETARY-DIRECTOR 1.0 50.0 X X 0 1478034 28791 JANI JOHNSON Chief Executive Officer AND DIRECTOR 3.0 47.0 X X 0 1161190 139876 MIKHAIL KOSIBOROD MD EXECUTIVE DIRECTOR 15.0 35.0 X X 0 964261 92618 BETHANY AUSTIN MD DIRECTOR 1.0 39.0 X 0 652249 47008 JAVED BUTLER DIRECTOR 1.0 0 X 0 0 0 JONATHAN FIALKOW DIRECTOR 1.0 0 X 0 0 0 JORGE PLUTSKY DIRECTOR 1.0 0 X 0 0 0 LLOYD HILL DIRECTOR 1.0 0.0 X 0 0 0 MARSHA WEAVER MD DIRECTOR 1.0 50.0 X 0 457840 107028 ROBERT ECKEL DIRECTOR 1.0 0 X 0 0 0 SANJAYA RAJAGOALAN DIRECTOR 1.0 0 X 0 0 0 ALLISON TRIMBLE ASSISTANT SECRETARY 1.0 39.0 X 0 221989 22288 ANDREA STAFOS PROJECT MANAGER 40.0 0 X 123046 0 35694 DANIEL AISTROPE PROJECT MANAGER 40.0 0 X 129923 0 14385 MELISSA MAGWIRE PROGRAM DIRECTOR 40.0 0 X 129013 0 31886 381981 5495200 636080 3 false true false AXENE HEALTH PARTNERS LLC 24630 Washington Ave STE 203 Murrieta CA 92562 CONSULTING SERVICES 174720 1 1921606 1921606 OTHER PROGRAM SERVICE REVENUE 541700 267889 267889 0 0 0 0 267889 0 0 0 0 0 0 0 0 0 2189495 267889 0 0 1109513 940299 122918 46296 32866 27739 3727 1400 109842 92707 12456 4679 65634 55395 7443 2796 29119 29119 55048 55048 180064 180064 0 0 14262 11019 2687 556 102495 102495 77278 68219 6585 2474 85976 85976 11040 11040 33396 29481 2846 1069 10708 10708 SLHS Shared Expense 250710 211600 28431 10679 Bad Debt Expense 19337 19337 Misc Expense 2207 2207 0 0 0 0 2189495 1837578 281968 69949 3665801 3402387 0 0 336867 0 391900 40000 0 0 0 0 0 0 0 0 0 0 217147 162500 88043 54647 0 0 0 0 28164 132738 4510775 3629772 89606 108779 0 2890932 1786141 0 0 0 0 0 0 61744 157394 3042282 2052314 X 0 1468493 1577458 X 0 0 0 1468493 1577458 4510775 3629772 X 0 108965 X false true X true false X ST LUKES HOSPITAL OF KANSAS CITY Kansas City MO RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1468493 792446 683481 1577458 601049 1261930 394486 1468493 0 601049 601049 0 0 0 0 0.0 0.0 1.0 false false 112489 112489 0 104658 50011 54647 54647 Payable to Affiliates 25961 Right of Use Lease Obligation 131433 157394 Schedule D, Part XI PART XI AND XII THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USE OF ENDOWMENT FUNDS INCLUDES BUT IS NOT LIMITED TO MEDICAL RESEARCH AND GENERAL OPERATIONS OF THE ORGANIZATION. false true false false false false false false false JANI JOHNSON Chief Executive Officer AND DIRECTOR 0 714490 0 375594 0 71106 0 113153 0 26723 0 1301065 0 214414 AMY NACHTIGAL CFO, Treas-DIRECTOR 0 415501 0 82168 0 61967 0 76942 0 39564 0 676142 0 51853 MIKHAIL KOSIBOROD MD EXECUTIVE DIRECTOR 0 889969 0 72000 0 2292 0 61350 0 31268 0 1056879 0 0 JAN MURRAY SECRETARY-DIRECTOR 0 712111 0 337501 0 428422 0 14850 0 13941 0 1506825 0 162549 MARSHA WEAVER MD DIRECTOR 0 452493 0 0 0 5347 0 67085 0 39943 0 564868 0 0 BETHANY AUSTIN MD DIRECTOR 0 650719 0 0 0 1530 0 16500 0 30508 0 699258 0 0 ALLISON TRIMBLE ASSISTANT SECRETARY 0 221439 0 0 0 551 0 9017 0 13271 0 244277 0 0 ANDREA STAFOS PROJECT MANAGER 122597 0 0 0 449 0 5271 0 30423 0 158740 0 0 0 MELISSA MAGWIRE PROGRAM DIRECTOR 128558 0 0 0 455 0 5549 0 26336 0 160898 0 0 0 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 I, Line 4b Supplemental nonqualified retirement plan 457(F) PARTICIPANT AND PAYOUT INCLUDED IN COLUMN B(III) FOR THE PLAN: JAN MURRAY:$290,182 PRIOR TO THE AFFILIATION WITH BJC HEALTH SYSTEM IN 2024, CERTAIN SLHS SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS WERE TERMINATED EFFECTIVE 12/31/2023. PAYOUTS TO JAN MURRAY WERE MADE IN 2023. Schedule J, Part II COMPENSATION FROM RELATED ORGANIZATIONS JAN MURRAY, ALLISON TRIMBLE, MARSHA WEAVER, AND BETHANY AUSTIN 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. JANI JOHNSON, AMY NACHTIGAL, AND MIKHAIL KOSIBOROD 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. Form 990, Part V, Line 1a NUMBER REPORTED IN BOX 3 OF FORM 1096 THE ORGANIZATION IS PART OF SAINT LUKE'S HEALTH SYSTEM, AN INTEGRATED HEALTH SYSTEM. THE ORGANIZATION'S VENDORS ARE PAID THROUGH A CENTRALIZED PAYMENT SYSTEM WITH 1099S ISSUED BY THE CENTRALIZED SERVICE ENTITY. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons SOME OF OUR DIRECTORS AND EMPLOYED OFFICERS ARE DIRECTORS/OFFICERS/EMPLOYEES OF OUR AFFILIATED 501C3 ORGS. - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE CORPORATE MEMBER IS SAINT LUKE'S HEALTH SYSTEM, A 501(C)(3) ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE GOVERNING BODY IS ELECTED BY THE SOLE CORPORATE MEMBER. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SOLE MEMBER HAS SPECIFIED RESERVE POWERS OVER MAJOR DECISIONS SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, APPOINTMENT & REMOVAL OF DIRECTORS AND THE EXECUTIVE DIRECTOR, DEBT, BUDGETS, CAPITAL EXPENDITURES, POLICIES APPLICABLE TO THE ORGANIZATION, AND STRATEGIC OPERATING DECISIONS. AS PART OF AN INTEGRATED HEALTH SYSTEM, THE SOLE MEMBER ALSO PROVIDES VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO THE ORGANIZATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS PREPARED JOINTLY BY ACCOUNTING STAFF OF THE ENTITY AND SAINT LUKE'S HEALTH SYSTEM (SYSTEM) TAX STAFF. THE RETURN IS REVIEWED BY THE ENTITY'S CFO OR CEO BEFORE FILING. A draft of the Form 990 was provided to the BJC Health System Board and members of the BJC Audit and Community Benefit Committees. THE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION HAS A COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICY APPLICABLE TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES. ANY ACTUAL, POSSIBLE OR PERCEIVED CONFLICT OF INTEREST IS EXPECTED TO BE HANDLED THROUGH FULL AND TIMELY DISCLOSURE OF ANY SUCH INTEREST, TOGETHER WITH ABSENCE OF PERSUASION IN ANY DISCUSSION AND IN ANY VOTE WHEREIN THE INTEREST IS INVOLVED. DISCLOSURE IS TO BE MADE WHEN THE INTEREST ARISES, AT ANY TIME THE INTEREST BECOMES A MATTER OF GOVERNING BOARD ACTION, AND THEN ANNUALLY THROUGH COMPLETION OF A CONFLICT OF INTEREST QUESTIONNAIRE. A REPORT IS PROVIDED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE AVAILABLE TO THE PUBLIC THROUGH THE MO SECRETARY OF STATE. THE ORGANIZATION IS INCLUDED WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS OF SAINT LUKE'S HEALTH SYSTEM INC THAT ARE ATTACHED TO THIS RETURN. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part VII, Section A, Line 1a, Column (E) DIRECTOR AND RELATED ORGANIZATION COMPENSATION JAN MURRAY, ALLISON TRIMBLE, MARSHA WEAVER, AND BETHANY AUSTIN 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. JANI JOHNSON, AMY NACHTIGAL, AND MIKHAIL KOSIBOROD RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Restricted Net Assets for books - 108965; SAINT LUKES HEALTH SYSTEM 901 E 104TH ST KANSAS CITY MO 64131 431747502 HEALTH SYSTEM KS 501(c)(3) Type III-FI N/A false ST LUKES HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES NORTH HOSPITAL 5830 NW BARRY RD KANSAS CITY MO 64154 440565393 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES SOUTH HOSPITAL 12300 METCALF AVE OVERLAND PARK KS 66213 481203262 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES EAST HOSPITAL 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 562488077 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false Saint Lukes Hospital of Trenton 191 IOWA BLVD TRENTON MO 64683 431707306 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES HOSPITAL OF GARNETT 421 SOUTH MAPLE GARNETT KS 66032 742849611 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKE'S HOSPITAL OF CHILLICOTHE 2799 N WASHINGTON CHILLICOTHE MO 64601 431735565 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES CUSHING HOSPITAL 711 MARSHALL LEAVENWORTH KS 66048 480543792 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES CARE 901 E 104TH ST KANSAS CITY MO 64131 260185090 HEALTH CARE MO 501(c)(3) Type II SAINT LUKES HEALTH SYSTEM false MEDICAL PLAZA IMAGING ASSOCIATES LLC 4401 WORNALL ROAD KANSAS CITY MO 64111 431609584 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false ADVANCED UROLOGIC ASSOCIATES INC 901 E 104TH ST KANSAS CITY MO 64131 454725529 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false ROCKHILL ORTHOPAEDIC SPECIALISTS INC 901 E 104TH ST KANSAS CITY MO 64131 453851008 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false BISHOP SPENCER PLACE 4301 MADISON AVENUE KANSAS CITY MO 64111 431139083 RETIREMENT COMMUNITY MO 501(c)(3) 10 SAINT LUKES HEALTH SYSTEM false WINDSOR CARE 4301 MADISON AVENUE KANSAS CITY MO 64111 205284328 HEALTH CARE MO 501(c)(3) 10 BISHOP SPENCER PLACE false SAINT LUKE'S HEALTH SYSTEM HOME CARE AND HOSPICE 901 E 104TH ST KANSAS CITY MO 64131 431127200 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false Saint Luke's Foundation 901 E 104th Street Kansas City MO 64131 446014699 Foundation MO 501(c)(3) 7 SAINT LUKES HEALTH SYSTEM false Saint Luke's Hospital of Allen County Inc 3066 N Kentucky St IOLA KS 66749 843362602 Health care KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false Saint Luke's Physician Group Inc 901 E 104TH ST KANSAS CITY MO 64131 431598353 Health Care KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false Heart Surgeons of Kansas City 4320 WORNALL ROAD Suite 50 KANSAS CITY MO 64111 264663332 Health Care MO 501(c)(3) 10 ST LUKES HOSPITAL OF KANSAS CITY false MEDICAL PLAZA PARTNERS LP 4320 WORNALL ROAD STE 714 KANSAS CITY MO 64111 431357824 OWN & OPERATE MEDICAL OFFICE BUILDING MO NA N/A ST LUKES SURGICENTER-LEES SUMMIT LLC 11221 ROE AVE STE 230 OVERLAND PARK KS 66211 470853491 HEALTH CARE MO NA N/A SAINT LUKES SOUTH SURGERY CENTER LLC 11221 ROE AVE STE 230 OVERLAND PARK KS 66211 201721929 HEALTH CARE KS NA N/A SAINT LUKES-GI DIAGNOSTICS 4321 WASHINGTON STE 5700 KANSAS CITY MO 64111 274142549 HEALTH CARE MO NA N/A KANSAS CITY ORTHOPAEDIC INSTITUTE LLC 3651 COLLEGE BLVD LEAWOOD KS 66211 481197295 HEALTH CARE KS NA N/A SAINT LUKES RADIATION THERAPY-LIBERTY LLC 901 E 104TH ST KANSAS CITY MO 64131 473793070 HEALTH CARE MO NA N/A Saint Luke's South Pain Management Center LLC 7651 W 159th Street Overland Park KS 66223 863451115 HEALTH CARE KS NA N/A Saint Lukes North Surgery Center LLC 8860 Northeast St 82nd Terrace Kansas City MO 64158 920591506 Health Care MO NA N/A SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP 901 E 104TH ST KANSAS CITY MO 64131 371471890 INSURANCE SC NA C Corporation false ST LUKES HEALTH VENTURES INC 901 E 104TH ST KANSAS CITY MO 64131 431278476 ACCOUNTING MO NA C Corporation false MEDICAL PLAZA MANAGEMENT INC 4320 WORNALL ROAD STE 714 KANSAS CITY MO 64111 431352317 MEDICAL OFFICE BUILDING MANAGEMENT MO NA C Corporation false SAINT LUKES HEALTH SYSTEM INSURANCE LTD CAPTIVE CJ NA C Corporation false false false false false false false false false false false false true true true true true true false false Schedule R, Part V, Line 1 TRANSACTIONS WITH RELATED ORGANIZATIONS SAINT LUKE'S HEALTH SYSTEM (SYSTEM) AND ITS AFFILIATED ENTITIES OPERATE AS A HIGHLY INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE SYSTEM MANAGES AND OPERATES RELATED HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION ORIENTED HEALTH CARE SYSTEM IN ORDER TO BETTER SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. AS A RESULT, THERE ARE NUMEROUS INTERCOMPANY INTERACTIONS INCLUDING CENTRALIZED SUPPORT SERVICES AND SHARING OF RESOURCES AND COSTS.