2024-11-07T06:51:48-06:00 2023-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990 2023-01-01 311784753 FOUNDATION FOR A HEALTHY KENTUCKY INC FOUN 5023262583 1640 LYNDON FARM CT 100 LOUISVILLE KY 40223 ALLISON ADAMS CHIEF OPERATING OFFICER 5023262583 2024-11-05 1 0 CHRISTINE N KOENIG P01022180 5024269660 2024-11-04 2023 2024-10-15 13:58:12Z ALLISON ADAMS 1640 LYNDON FARM CT LOUISVILLE KY 40223 16738366 0 X HEALTHY-KY.ORG X 2001 KY ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS BY DEVELOPING AND INFLUENCING POLICY, IMPROVING ACCESS TO CARE, REDUCING HEALTH RISKS AND DISPARITIES, AND PROMOTING HEALTH EQUITY. 16 16 10 17 0 0 1270845 1211130 0 0 2109778 2600733 123248 167527 3503871 3979390 1041794 1579873 0 0 1320736 1130695 0 0 0 1278191 857099 3640721 3567667 -136850 411723 53945732 59517581 237556 48352 53708176 59469229 X ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS BY DEVELOPING AND INFLUENCING POLICY, IMPROVING ACCESS TO CARE, REDUCING HEALTH RISKS AND DISPARITIES, AND PROMOTING HEALTH EQUITY. THE FOUNDATION MAKES GRANTS, CONDUCTS CAMPAIGNS, SUPPORTS RESEARCH, HOLDS EDUCATIONAL FORUMS AND CONVENES COMMUNITIES TO ENGAGE AND DEVELOP THE CAPACITY OF THE COMMONWEALTH TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF ALL KENTUCKIANS. 0 0 3071434 1579873 2279 THE FOUNDATION FOR A HEALTHY KENTUCKY MAKES GRANTS AND CONDUCTS PROGRAM ACTIVITIES THAT SUPPORT THE RESEARCH, DEVELOPMENT, ADVOCACY AND IMPLEMENTATION OF HEALTH POLICY RELATIVE TO ACCESS TO HEALTHCARE AND CHILDREN'S HEALTH. A. ADVANCING ACCESS TO SAFE, AFFORDABLE, QUALITY HEALTH CARE TO ALL KENTUCKIANS THE FOUNDATION'S WORK UNDER THIS INITIATIVE SUPPORTS INNOVATIVE HEALTH CARE DELIVERY SYSTEMS, A STRONGER PUBLIC HEALTH INFRASTRUCTURE, AND COLLABORATIVE EFFORTS AIMED TO ADDRESS THE SOCIAL DRIVERS OF HEALTH TO ENSURE KENTUCKIANS RECEIVE CARE RESPONSIVE TO THEIR HEALTH AND HEALTH CARE NEEDS.B. CHILDREN ARE THE DRIVING FORCE FOR A HEALTHIER KENTUCKYTHE FOUNDATION'S WORK UNDER THIS INITIATIVE SUPPORTS THE IMPROVEMENT OF THE PHYSICAL, SOCIAL AND EMOTIONAL HEALTH OF OUR NEXT GENERATION THROUGH PARTNERSHIPS AND ENGAGING COMMUNITIES WITH INNOVATIVE STRATEGIES TO BUILD HEALTHIER AND MORE EQUITABLE PLACES WHERE CHILDREN CAN ATTAIN THEIR OPTIMAL HEALTH AND WELL-BEING. 3071434 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X FOUNDATION FOR A HEALTHY KENTUCKY 5023262583 1640 LYNDON FARM CT100 LOUISVILLE KY 40223 TRACEY ANTLE TREASURER 1.00 X X 0 0 0 LEO CALDERON BOARD MEMBER 1.00 X 0 0 0 JANE CHILES BOARD MEMBER 1.00 X 0 0 0 GARREN COLVIN BOARD MEMBER 1.00 X 0 0 0 LAWRENCE PRYBIL VICE CHAIR 1.00 X X 0 0 0 MARIANNE SMITH EDGE CHAIR 1.00 X X 0 0 0 GARY DRYDEN EX-OFFICIO BOARD MEMBER 1.00 X 0 0 0 VIVIAN LASLEY-BIBBS BOARD MEMBER (DECEASED) 1.00 X 0 0 0 CLIFFORD MAESAKA JR IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 STEPHANIE GASTAUER BOARD MEMBER 1.00 X 0 0 0 JOHN ROSENBERG BOARD MEMBER 1.00 X 0 0 0 WAYNE TUCKSON SECRETARY 1.00 X X 0 0 0 CHARLOTTE WHITTAKER BOARD MEMBER 1.00 X 0 0 0 MIKE SLATON BOARD MEMBER 1.00 X 0 0 0 FRAN FELTNER BOARD MEMBER 1.00 X 0 0 0 TOMMY TURNER BOARD MEMBER 1.00 X 0 0 0 ALISSA YOUNG BOARD MEMBER 1.00 X 0 0 0 ALBERT CHANDLER PRESIDENT/CEO 40.00 X 293344 0 34733 ALLISON ADAMS CHIEF EXECUTIVE OFFICER 40.00 X 150000 0 23965 MERY A MENDOZA ARROYO SR POLICY & PROGRAM ADMIN 40.00 X 108854 0 20821 552198 0 79519 3 0 1 0 MORGAN STANLEY 1585 BROADWAY AVENUE NEW YORK NY 10036 INVESTMENT SERVICES 198454 1 1060880 150250 1211130 1238955 1238955 302985 137737 165248 165248 165248 13983017 12621239 1361778 1361778 1361778 OTHER INCOME 900099 2279 2279 2279 3979390 2279 0 2765981 1575273 1575273 4600 4600 328077 295269 32808 602154 527175 74979 139880 115981 23899 60584 51087 9497 48260 48260 198454 198454 235277 216344 18933 83403 72163 11240 37153 37153 29412 21646 7766 24661 24594 67 77701 74008 3693 91049 87776 3273 DUES AND SUBS 26211 26211 MISCELLANEOUS 5518 5518 3567667 3071434 496233 0 333581 255079 471929 466303 13650 20524 17389 18538 3733330 1236581 2500976 2496749 46388679 52076431 4210736 4178279 8792 5678 53945732 59517581 133556 48352 104000 237556 48352 X 53708176 59469229 53708176 59469229 53945732 59517581 411723 5349330 0 X 0 1 X 1 1 1 X X X 7 LINCOLN TRAIL HEALTH DEPARTMENT 611010363 6 0 0 0 CLOVER FORK OUTPATIENT MEDICAL PROJECT INC 610704701 3 0 0 0 BLUEGRASS CARE NAVIGATORS 610978097 10 0 0 0 NORTH CENTRAL AREA HEALTH EDUCATION CENTER 611239550 7 0 0 0 KENTUCKY YOUTH ADVOCATES 610929390 7 0 10000 0 BAPTIST HEALTHCARE SYSTEM INC 610444707 3 0 0 0 JESSAMINE COUNTY HEALTH DEPARTMENT 611053426 6 0 0 0 7 10000 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A; PART I; LINE 12G THE FOUNDATION SUPPORTS VARIOUS ORGANIZATIONS DEVOTED TO ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS. THE SUPPORTED ORGANIZATIONS ARE NOT LISTED IN THE FOUNDATION'S GOVERNING DOCUMENTS BUT INSTEAD ARE DEFINED AS ANY ORGANIZATION THAT (I) IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE OR EDUCATIONAL PURPOSES THAT CORRESPOND WITH THE FOUNDATION'S CHARITABLE OR EDUCATIONAL PURPOSES AS DESCRIBED IN THE ARTICLES; (II) IS QUALIFIED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OR UNDER SECTION 115 OF THE CODE; (III) IS CLASSIFIED AS A "PUBLIC CHARITY" AS DESCRIBED UNDER THE PROVISIONS OF SECTION 509(A)(1) OR (2) OF THE CODE OR OPERATES FOR EXCLUSIVELY PUBLIC PURPOSES AS DESCRIBED IN SECTION 170(C)(1); AND (IV) IS DEVOTED TO ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS INCLUDING BY INFLUENCING HEALTH POLICY, IMPROVING ACCESS TO CARE, REDUCING HEALTH RISKS AND DISPARITIES, AND PROMOTING HEALTH EQUITY. SCHEDULE A; PART IV; SECTION A; LINE 1 AS STATED IN THE FOUNDATION'S BY-LAWS, A "SUPPORTED ORGANIZATION" MEANS ANY ORGANIZATION THAT: (I) IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE OR EDUCATIONAL PURPOSES THAT CORRESPOND WITH THE FOUNDATION'S CHARITABLE OR EDUCATIONAL PURPOSES AS DESCRIBED IN THE ARTICLES; (II) IS QUALIFIED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OR UNDER SECTION 115 OF THE CODE; (III) IS CLASSIFIED AS A "PUBLIC CHARITY" AS DESCRIBED UNDER THE PROVISIONS OF SECTION 509(A)(1) OR (2) OF THE CODE OR OPERATES FOR EXCLUSIVELY PUBLIC PURPOSES AS DESCRIBED IN SECTION 170(C)(1); AND (IV) IS DEVOTED TO ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS INCLUDING BY INFLUENCING HEALTH POLICY, IMPROVING ACCESS TO CARE, REDUCING HEALTH RISKS AND DISPARITIES, AND PROMOTING HEALTH EQUITY. SCHEDULE A; PART IV; SECTION A; LINE 1 ORGANIZATION ADDED IN 2023: NORTH CENTRAL AREA HEALTH EDUCATION CENTER, 61-1239550. ORGANIZATION REMOVED IN 2023: PARK DUVALLE FQHC, 61-0666209. THESE ACTIONS WERE TAKEN DUE TO THE TENURE PROVISIONS IN THE BYLAWS WHICH DICTATE A TERM OF THREE YEARS AND TWO CONSECUTIVE TERMS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 27078 0 0 27078 0 50599415 7751609 2096314 56254710 64544982 -11355276 2590291 50599415 58920088 7211388 1586494 64544982 53558476 6848892 1487280 58920088 46679776 8639540 1760840 53558476 1.00000 0 0 385171 385171 3017341 1070591 1946750 330818 165990 164828 2496749 ALTERNATIVE INVESTMENTS 4178279 F 4178279 X 9265503 5349330 -198454 5150876 4114627 -135237 -135237 3979390 3504450 -198454 -198454 3702904 -135237 -135237 3567667 PART V, LINE 4: AS OF DECEMBER 31, 2023, THE BOARD OF DIRECTORS HAD DESIGNATED AN INITIAL $45,000,000 OF NET ASSETS WITHOUT DONOR RESTRICTION, PLUS ACCUMULATED EARNINGS, AS A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE FOUNDATION. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. GAAP PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ENTITY SHOULD MEASURE, RECOGNIZE, PRESENT AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ENTITY HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. THE FOUNDATION DETERMINED THAT IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 OR 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -198,454. PART XI, LINE 4B - OTHER ADJUSTMENTS: BUILDING EXPENSE -137,737. ADMIN FEE GROSS UP 2,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -198,454. PART XII, LINE 4B - OTHER ADJUSTMENTS: BUILDING EXPENSE -137,737. ADMIN FEE GROSS UP 2,500. 1 APPALACHIAN KENTUCKY HEALTH CARE ACCESS NETWORK 124 N MAYSVILLE ST MOUNT STERLING KY 40353 833799871 501C3 11000 0 RECOVERY AND EXPANSION CABINET FOR HEALTH AND FAMILY SERVICES 275 E MAIN ST FRANKFORT KY 40621 611396546 GOVERNMENT AGENCY 20000 0 BFRSS OVERSAMPLE CAREUSTZ 958 COLLETT AVE SUITE 317 BOWLING GREEN KY 42101 872173508 501C(3) 25000 0 EXPANDED CAMPAIGN FOR RAISE YOUR GUARD KY CATCH GLOBAL FOUNDATION PO BOX 28282 AUSTIN TX 78755 465369024 501C(3) 57600 0 PHYSICAL ACTIVITY AND NUTRITION TRAINING IN SCHOOLS CHANGE TODAY CHANGE TOMORROW 902 S 15TH STREET LOUISVILLE KY 40210 843715550 501C(3) 12000 0 CTCT HARM REDUCTION COMMUNITY FARM ALLIANCE 327 CHESTNUT STREET SUITE 1 BEREA KY 40403 611092056 501C(3) 260000 0 TO PROVIDE COMMUNITIES WITH POLICY AND ADVOCACY, RESOURCES, PROGRAM DEVELOPMENT, AND EQUITY BUILDING FOR HEALTHY FOOD ACCESS IN SUPPORT OF THE FOUNDATION'S ACCESS TO HEALTHY FOOD GOAL HOPE CENTER INC 360 W LOUDON AVE LEXINGTON KY 40508 611107296 501C(3) 25000 0 SUBCONTRACT - KDPH GRANT JOSHUA COMMUNITY CONNECTORS PO BOX 3133 LOUISVILLE KY 40201 871604640 501C(3) 25000 0 REMOVING ROADBLOCKS TO RECOVERY KENTUCKY EQUAL JUSTICE CENTER 201 WEST SHORT STREET SUITE 310 LEXINGTON KY 40507 610909545 501C(3) 185000 0 SUPPORT FOR THE WORK OF THE KENTUCKY EQUAL JUSTICE CENTER, ENSURING QUALITY HEALTHCARE AND HEALTHCARE ACCESS FOR ALL PEOPLE LIVING IN KENTUCKY REGARDLESS OF WHO THEY ARE, WHERE THEY CAME FROM, OR WHERE THEY LIVE KENTUCKY VOICES FOR HEALTH 1640 LYNDON FARM COURT SUITE 108 LOUISVILLE KY 40223 274557052 501C(3) 342500 0 TARGETED HEALTH ADVOCACY IN SUPPORT OF THE FOUNDATION'S ACCESS TO HEALTH CARE AND CHILDREN'S HEALTH FOCUS AREAS KENTUCKY YOUTH ADVOCATES 11001 BLUEGRASS PARKWAY SUITE 1100 LOUISVILLE KY 40299 610929390 501C(3) 10000 0 TO IMPROVE THE HEALTH OF KENTUCKY'S CHILDREN BY STRENGTHENING ACCESS TO HEALTH COVERAGE, HIGH-QUALITY INTEGRATED CARE, SMOKE-FREE PROTECTIONS, AND PREVENTION POLICIES KET 600 COOPER DRIVE LEXINGTON KY 40502 611285473 501C(3) 100000 0 COLLABORATIVE HEALTH INTITIATIVE AND KENTUCKY HELATH PROGRAM SCHOLARSHIP LOUISVILLE PRIDE FOUNDATION 1244 S 3RD STREET LOUISVILLE KY 40203 471945331 501C(3) 25000 0 CAUTION TO CARE LOUISVILLE PUBLIC MEDIA 619 S FOURTH STREET LOUISVILLE KY 40202 611259787 501C(3) 12500 0 HEALTH REPORTER/DATA JOURNALIST MENTAL HEALTH AMERICA NORTHERN KENTUCKY 11238 CORNELL PARK DRIVE CINCINNATI OH 45242 610712473 501C(3) 20000 0 PEER SUPPORT TRAINING NEW LEGACY REENTRY CORP 1115 GARVIN PL LOUISVILLE KY 40203 452406993 501C(3) 25000 0 AODE PATHWAYS INC 1212 BATH AVE - PO BOX 790 ASHLAND KY 41105 610661987 501C(3) 22129 0 RECOVERY EQUITY AND EXPANSION PEOPLE ADVOCATING RECOVERY 415 BENJAMIN LANE LOUISVILLE KY 40222 201664735 501C(3) 24626 0 STORIES OF EMPOWERMENT QUEER KENTUCKY 900 E AMIN ST SECOND FLOOR LOUISVILLE KY 40206 844725183 501C(3) 221934 0 SUICIDE PREVENTION AND AWARENESS PROJECT RECOVERY CAFE LEXINGTON PO BOX 54886 LEXINGTON KY 40555 823801728 501C(3) 25000 0 OUTREACH INITIATIVE UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION 301 PETERSON SERVICE BUILDING LEXINGTON KY 40506 616033693 501C(3) 56766 0 INSTITUTE FOR RURAL JOURNALISM AND YOUTH LED CAMPAIGN VOICES OF HOPE 450 OLD VINE STREET 101 LEXINGTON KY 40507 810821411 501C(3) 24956 0 REDUCING OVERDOSE DEATHS MEDIA IN THE PUBLIC INTEREST 3980 BROADWAY SUITE 10139 BOULDER CO 80304 542110334 501C(3) 8000 0 ANNUAL SUPPORT UNIVERSITY OF CINCINNATI PO BOX 19614 CINCINNATI OH 45219 800729066 501C(3) 19075 0 SURVEY 24 0 PART I, LINE 2 THE FOUNDATION MAKES GRANTS AND FUNDS PROGRAM-RELATED ACTIVITIES AS APPROVED BY THE BOARD OF DIRECTORS PER AN ANNUAL OPERATING PLAN. OVERSIGHT OF THE DEVELOPMENT OF GRANTS AND PROGRAM-RELATED ACTIVITIES IS THE RESPONSIBILITY OF THE STRATEGIC PLANNING AND EVALUATION COMMITTEE WHOSE ROLE IS TO PROVIDE ASSISTANCE TO THE BOARD OF DIRECTORS IN BOTH DEVELOPING STRATEGIC PRIORITIES AND GOALS THAT CAN OPTIMALLY ADVANCE THE FOUNDATION'S MISSION AND ASSESSING PROGRESS TOWARD FULFILLING THEM. STAFF IS RESPONSIBLE FOR THE IMPLEMENTATION AND MONITORING OF GRANTS AND ACTIVITIES AND REPORTS TO THIS COMMITTEE. X X X X X 0 0 0 0 0 0 0 0 0 ALBERT CHANDLER PRESIDENT/CEO 293344 0 0 0 0 0 22001 0 12732 0 328077 0 0 0 ALLISON ADAMS CHIEF EXECUTIVE OFFICER 150000 0 0 0 0 0 11250 0 12715 0 173965 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S 990 IS REVIEWED BY MANAGEMENT PRIOR TO SUBMISSION TO THE FINANCE AND AUDIT COMMITTEE; COPIES ARE ALSO PROVIDED TO EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE FOUNDATION, BOARD, COMMITTEES AND PROFESSIONAL STAFF IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE FOUNDATION'S COO TRACKS RECEIPT OF THE COMPLETED FORMS AND PROVIDES A SUMMARY TO THE BOARD CHAIR AND CEO. THE BOARD CHAIR AND CEO MONITOR COMPLIANCE WITH THE POLICY BASED ON CONFLICTS, IF ANY, IDENTIFIED ON THE COMPLETED FORMS. FORM 990, PART VI, SECTION B, LINE 15 EVERY THREE TO FIVE YEARS, THE FOUNDATION UNDERTAKES AN EXTERNAL SALARY STUDY OF KEY POSITIONS IN THE FOUNDATION. THE EXECUTIVE COMMITTEE ESTABLISHES COMPENSATION BASED ON RECEIPT AND ADOPTION OF THE MOST RECENT SALARY STUDY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON REQUEST. A STATEMENT OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS CONTAINED IN THE FOUNDATION'S POLICY AND PROCEDURES MANUAL AND THE POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION PUBLISHES AN ANNUAL REPORT CONTAINING A FINANCIAL REPORT FOR THAT YEAR. THE ANNUAL REPORT IS POSTED ON THE FOUNDATION'S WEBSITE AND IS DISSEMINATED TO KEY STAKEHOLDERS.