THE REACH HEALTHCARE FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE REACH HEALTHCARE FOUNDATION (EIN 20-0337230)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-21
- IRS object ID
- 202102949349300230
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-21T10:13:43-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200337230 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REACH HEALTHCARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOANNE R YUN | InCareOfNm |
| Business Name Control | REAC | BusinessNameControlTxt |
| Phone | 9134324196 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 METCALF AVENUE STE 200 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA R SHARPE | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 9134324196 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Brenda R | PersonFirstNm |
| Person Last | Sharpe | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRENDA R SHARPE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 METCALF AVENUE STE 200 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,675,044 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REACHHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | -$737,091 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $48,123 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $160,455 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,480,264 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,494,146 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$205 | PYOtherRevenueAmt |
| CY Other Revenue | -$815,088 | CYOtherRevenueAmt |
| PY Total Revenue | $8,480,059 | PYTotalRevenueAmt |
| CY Total Revenue | $1,839,513 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,396,093 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,032,675 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,227,992 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,286,980 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,157,340 | PYOtherExpensesAmt |
| CY Other Expenses | $1,151,681 | CYOtherExpensesAmt |
| PY Total Expenses | $6,781,425 | PYTotalExpensesAmt |
| CY Total Expenses | $7,471,336 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,698,634 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,631,823 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $137,374,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,882,862 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,286,682 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,697,827 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $134,087,651 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $140,185,035 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE EQUITY IN HEALTH CARE COVERAGE, ACCESS AND QUALITY FOR POOR AND UNDERSERVED PEOPLE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $372,653 | ExpenseAmt |
| Grant | $300,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ENROLL ALL ELIGIBLE OUTCOME INVESTMENT GRANTS ARE AWARDED TO ENROLL ALL ELIGIBLE PEOPLE IN THE HEALTH INSURANCE MARKETPLACE OR OTHER EXISTING PUBLIC HEALTH INSURANCE AND BENEFIT PROGRAMS. IN 2020, 8 ENROLL ALL ELIGIBLE GRANTS WERE AWARDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $832,962 | ExpenseAmt |
| Grant | $644,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CLOSE THE COVERAGE GAP OUTCOME INVESTMENT GRANTS CLOSE THE HEALTH INSURANCE COVERAGE GAP THROUGH EXPANDED ELIGIBILITY/AVAILABILITY OF MEDICAID AND OTHER PUBLICLY FUNDED INSURANCE OPTIONS. IN 2020, 13 CLOSE THE COVERAGE GAP GRANTS WERE AWARDED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,656,983 | ExpenseAmt |
| Grant | $3,741,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STRONG SAFETY NET OUTCOME INVESTMENT GRANTS STRENGTHEN THE CAPACITY OF THE SAFETY NET AND COMMUNITY TO PROVIDE HIGH QUALITY, INTEGRATED CARE FOR CONSUMERS WITH NO OR INADEQUATE HEALTH INSURANCE COVERAGE. THIS PROGRAM AREA ALSO INCLUDES CORE OPERATING SUPPORT FOR ORGANIZATIONS AND HEALTH COALITIONS DETERMINED TO BE ESSENTIAL CONTRIBUTORS TO THE REGION'S HEALTH CARE SAFETY NET SYSTEM. IN 2020, 64 STRONG SAFETY NET GRANTS WERE AWARDED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $431,873 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $347,675 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,294,471 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE R YUN | PersonNm |
| Phone | 9134324196 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 METCALF AVENUE STE 200 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| BRENDA SHARPE | ||||||||
| PRESIDENT AND CEO | 40.0 | 0.0 | Yes (X) | $290,110 | $0 | $88,654 | ||
| JOANNE YUN | ||||||||
| VP FINANCE AND OPERATIONS/CFO | 32.0 | 0.0 | Yes (X) | $144,761 | $0 | $69,315 | ||
| DAWN DOWNES | ||||||||
| SENIOR PROGRAM OFFICER | 40.0 | 0.0 | $102,162 | $0 | $36,322 | Yes (X) | ||
| CARLA GIBSON | ||||||||
| VICE PRESIDENT OF PROGRAMS | 40.0 | 0.0 | $104,791 | $0 | $25,478 | Yes (X) | ||
| LISA THURLOW | ||||||||
| PROGRAM COMM CHAIR/DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LYNETTE SPARKMAN-BARNES | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JIM SANDERS | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| HEATHER SAMUEL | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOE REUBEN | ||||||||
| VICE CHAIR/DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TODD PLEIMANN | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| WENDY NEAL | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JERRIHLYN MCGEE | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JON MARSHALL | ||||||||
| BOARD CHAIR/DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANDY KLOCKE | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DANIELLE JONES | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| VICKI HOHENSTEIN | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ANGELA HARSE | ||||||||
| SECRETARY/DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TOM HANDLEY | ||||||||
| TREASURER/DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATIE FERRO | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| LAURA BOND | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ARIF AHMED | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| GUY COLLIER | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| FABIAN GAYOSSO | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KEVIN KLAMM | ||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $641,824 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $219,769 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMBRIDGE ASSOCIATES | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress | |
| Services | INVEST CONSULTING | ServicesDesc |
| Compensation | $169,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $160,455 | GovernmentGrantsAmt |
| Total Contributions | $160,455 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,349,321 | TotalRevenueColumnAmt |
| Exclusion | $1,349,321 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,980,356 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,835,531 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,144,825 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,144,825 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $77,997 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,066,828 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS FROM PARTNERSHIPS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$815,088 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$815,088 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$815,088 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,839,513 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$737,091 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,416,149 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,032,675 | TotalAmt |
| Program Services | $5,032,675 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,840 | TotalAmt |
| Program Services | $297,246 | ProgramServicesAmt |
| Management And General | $295,594 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,666 | TotalAmt |
| Program Services | $414,940 | ProgramServicesAmt |
| Management And General | $96,726 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,657 | TotalAmt |
| Program Services | $36,610 | ProgramServicesAmt |
| Management And General | $4,047 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,673 | TotalAmt |
| Program Services | $62,186 | ProgramServicesAmt |
| Management And General | $18,487 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,144 | TotalAmt |
| Program Services | $41,672 | ProgramServicesAmt |
| Management And General | $19,472 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,062 | TotalAmt |
| Management And General | $4,062 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,848 | TotalAmt |
| Management And General | $42,848 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,000 | TotalAmt |
| Program Services | $78,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,194 | TotalAmt |
| Management And General | $329,194 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,845 | TotalAmt |
| Program Services | $38,890 | ProgramServicesAmt |
| Management And General | $28,955 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,191 | TotalAmt |
| Program Services | $3,448 | ProgramServicesAmt |
| Management And General | $3,743 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,217 | TotalAmt |
| Program Services | $20,923 | ProgramServicesAmt |
| Management And General | $30,294 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,912 | TotalAmt |
| Program Services | $36,130 | ProgramServicesAmt |
| Management And General | $26,782 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,833 | TotalAmt |
| Program Services | $112,838 | ProgramServicesAmt |
| Management And General | $144,995 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,280 | TotalAmt |
| Program Services | $1,259 | ProgramServicesAmt |
| Management And General | $1,021 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,491 | TotalAmt |
| Program Services | $20,048 | ProgramServicesAmt |
| Management And General | $3,443 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,418 | TotalAmt |
| Program Services | $69,510 | ProgramServicesAmt |
| Management And General | $68,908 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,076 | TotalAmt |
| Management And General | $22,076 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Books/Subscriptions/Reference | $2,161 | $1,736 | $425 |
| Equipment Leasing and Expense | $17,086 | $5,407 | $11,679 |
| Membership Dues | $19,829 | $18,065 | $1,764 |
| Staff Development | $9,495 | $2,597 | $6,898 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,743 | TotalAmt |
| Program Services | $291 | ProgramServicesAmt |
| Management And General | $15,452 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,471,336 | TotalAmt |
| Program Services | $6,294,471 | ProgramServicesAmt |
| Management And General | $1,176,865 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151 | BOYAmt |
| EOY | $551 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,342 | BOYAmt |
| EOY | $100,117 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,472 | BOYAmt |
| EOY | $17,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,259,058 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $148,007 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,218,778 | BOYAmt |
| EOY | $1,111,051 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,596,925 | BOYAmt |
| EOY | $111,378,581 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,417,001 | BOYAmt |
| EOY | $30,274,926 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,664 | BOYAmt |
| EOY | $13 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,374,333 | BOYAmt |
| EOY | $142,882,862 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,266 | BOYAmt |
| EOY | $115,456 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,827,416 | BOYAmt |
| EOY | $2,582,371 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,286,682 | BOYAmt |
| EOY | $2,697,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,087,651 | BOYAmt |
| EOY | $140,185,035 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,087,651 | BOYAmt |
| EOY | $140,185,035 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,374,333 | BOYAmt |
| EOY | $142,882,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,631,823 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,729,207 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 81 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300455147 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | false | GoverningDocumentListedInd |
| Support | $5,032,675 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,032,675 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (true) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (true) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (true) | SupportedOrgClassDesignatedInd |
| Substitution Beyond Org Cntl | Yes (true) | SubstitutionBeyondOrgCntlInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (true) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART I, LINE 12A | The taxpayer received a determination letter from the IRS dated August 5, 2010 (the Determination Letter) that the taxpayer is a Type I supporting organization within the meaning of section 509(a)(3) of the Internal Revenue Code of 1986 (the Code). The Determination Letter was received in response to the taxpayer?s request to have its public charity status changed, with such request providing detailed information that established the taxpayer?s classification as a Type I supporting organization. A copy of the Determination Letter is included with this return. |
| SCHEDULE A, PART IV, SECTION A, LINE 1 | THE TAXPAYER'S SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS OR PURPOSE IN THE TAXPAYER'S RESTATED ARTICLES OF INCORPORATION. THEY ARE GOVERNMENTS AND NON-GOVERNMENTAL ORGANIZATIONS A PRIMARY PURPOSE OR FUNCTION OF EACH OF WHICH IS TO PROVIDE HEALTHCARE RELATED SERVICES OR TO SUPPORT AND PROMOTE THE PROVISION OF HEALTHCARE RELATED SERVICES AND HEALTHCARE ACCESS AND QUALITY AS OUTLINED IN THE TAXPAYER'S ARTICLES OF INCORPORATION. PURSUANT TO THE TAXPAYERS RESTATED ARTICLES OF INCORPORATION THE ORGANIZATIONS DESCRIBED IN SECTIONS 509(A)(1) AND 509(A)(2) OF THE CODE THAT THE TAXPAYER SUPPORTS INCLUDE THE FOLLOWING TWO GROUPS. - ONE GROUP IS THE UNITS OF GOVERNMENT THAT OPERATE, SUPERVISE, OR CONTROL THE TAXPAYER FOR PURPOSES OF SECTION 509(A)(3)(B)(I) OF THE CODE. THESE UNITS OF GOVERNMENT ARE: (1) THE STATE OF KANSAS; (2) THE UNIFIED GOVERNMENT OF WYANDOTTE COUNTY, KANSAS; (3) JOHNSON COUNTY, KANSAS; AND (4) ALLEN COUNTY, KANSAS (COLLECTIVELY, THE CONTROLLING GOVERNMENTS) - THE OTHER GROUP CONSISTS OF ALL PUBLIC CHARITIES THAT ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO THESE GOVERNMENTS IN TERMS OF THE DELIVERY AND THE SUPPORT AND PROMOTION OF HEALTHCARE. THIS GROUP INCLUDES ESSENTIALLY ALL PUBLIC CHARITIES WITH A HEALTHCARE FOCUS THAT OPERATE IN THE AREA WHICH PRIOR TO APRIL 1, 2003 WAS SERVED BY THE HEALTH MIDWEST INTEGRATED HEALTH SYSTEM, I.E., IN WYANDOTTE, JOHNSON AND ALLEN COUNTIES IN KANSAS AND KANSAS CITY, MISSOURI AND JACKSON, CASS AND LAFAYETTE COUNTIES IN MISSOURI (THE SERVICE AREA). LAFAYETTE COUNTIES IN MISSOURI (THE SERVICE AREA). CASS AND LAFAYETTE COUNTIES IN MISSOURI (THE SERVICE AREA). LAFAYETTE COUNTIES IN MISSOURI (THE SERVICE AREA). |
| SCHEDULE A, PART IV, SECTION A, LINE 2 | BEFORE MAKING A GRANT TO AN ORGANIZATION, THE TAXPAYER WILL REQUEST A COPY OF THE ORGANIZATION'S MOST RECENT IRS DETERMINATION LETTER TO DETERMINE WHETHER THE ORGANIZATION IS RECOGNIZED BY THE IRS AS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE CODE. THE TAXPAYER WILL ALSO REVIEW THE ORGANIZATION'S STATUS AS LISTED ON GUIDESTAR CHARITY CHECK TO CONFIRM THE ORGANIZATION'S CLASSIFICATION AS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE CODE PRIOR TO MAKING A GRANT. THE TAXPAYER GENERALLY DOES NOT PROVIDE GRANTS TO ORGANIZATIONS THAT ARE NOT DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE CODE. HOWEVER, THERE ARE LIMITED SITUATIONS WHERE THE TAXPAYER HAS MADE GRANTS TO ORGANIZATIONS THAT ARE RECOGNIZED BY THE IRS AS ORGANIZATIONS DESCRIBED IN SECTION 509(A)(3). MOST OFTEN THIS INVOLVES SITUATIONS WHEN THERE IS NOT A VIABLE SECTION 509(A)(1) OR 509(A)(2) ORGANIZATION AVAILABLE TO EFFICIENTLY DISTRIBUTE FUNDS OR TO OPERATE PROGRAMS IN PARTICULAR HEALTHCARE FIELDS. THUS, IN ORDER TO SUPPORT AND PROMOTE HEALTHCARE FOR INDIVIDUALS AND COMMUNITIES NEEDING ASSISTANCE IN SUCH HEALTHCARE FIELDS, THE TAXPAYER WILL MAKE GRANTS TO SECTION 509(A)(3) ORGANIZATIONS THAT CAN PROVIDE ASSISTANCE IF THERE IS NOT A VIABLE SECTION 509(A)(1) OR 509(A)(2) ORGANIZATION THAT SERVES THIS NEED. THE PURPOSE AND ACTIVITIES OF THE SECTION 509(A)(3) ORGANIZATIONS THAT RECEIVE GRANTS FROM THE TAXPAYER MUST SATISFY THE REQUIREMENT IN THE TAXPAYER'S RESTATED ARTICLES OF INCORPORATION DESCRIBED ABOVE, NAMELY THAT EACH SUCH ORGANIZATION'S PURPOSE AND ACTIVITIES ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO THE GOVERNMENTS LISTED IN THE RESPONSE TO ITEM 1 ABOVE IN TERMS OF THE DELIVERY AND THE SUPPORT AND PROMOTION OF HEALTHCARE. THE TAXPAYER MADE IN 2020 A TOTAL OF 138 GRANTS OF APPROXIMATELY $5 MILLION TO 81 PUBLIC CHARITIES AND GOVERNMENTAL ENTITIES RECOGNIZED BY THE IRS AS ORGANIZATIONS DESCRIBED IN SECTION 509(A)(3) IN ACCORDANCE WITH THE ABOVE CRITERIA. |
| SCHEDULE A, PART IV, SECTION A, LINES 5A & 5C | As indicated in Item 1 above, the taxpayer supports two groups of supported organizations. The supported organizations included in the first group are the Controlling Governments. No supported organization listed in this first group has been added, removed, or substituted since the taxpayer received the Determination Letter. The second group is defined broadly in the taxpayers Restated Articles of Incorporation that its practical effect is to include all public charities with a healthcare focus that operate in the Service Area. The nature of the taxpayers activities is such that it may vary the amount of support it provides to a particular supported organization in this second group from year to year. For example, in some years a supported organization may receive a grant that is intended to provide support for more than a year. Thus, the organization may not receive another grant from the taxpayer for one or more years following the year that the multi-year grant was made. However, it does not mean that the organization has been removed or substituted as a supported organization by the taxpayer. In the event a supported organization is added, substituted, or removed by the taxpayer, there may be a number of reasons why this occurs. The reasons include a shift in the healthcare needs of individuals living in the area served by the taxpayer, the supported organization no longer provides such services or goes out of existence, another supported organization is more effective in providing such services, or for other similar reasons, with some of the reasons out of the control of the taxpayer. |
| SCHEDULE A, PART IV, SECTION B, LINE 1 | AS DESCRIBED IN MORE DETAIL IN ITS REQUEST FOR WHICH THE IRS ISSUED THE DETERMINATION LETTER, THE TAXPAYER IS OPERATED, SUPERVISED, OR CONTROLLED BY ONE OR MORE ORGANIZATIONS DESCRIBED IN SECTIONS 509(A)(1) OR 509(A)(2)OF THE CODE, AS SUCH TERM IS USED IN SECTION 509(A)(3)(B)(I) OF THE CODE. SPECIFICALLY, THE TAXPAYER IS OPERATED, SUPERVISED, OR CONTROLLED BY THE CONTROLLING GOVERNMENTS, EACH OF WHICH IS A UNIT OF GOVERNMENT DESCRIBED IN SECTIONS 170(B)(1)(A)(V) AND 509(A)(1) OF THE CODE. THE REMAINDER OF THE DISCUSSION DESCRIBES THE RELATIONSHIP BETWEEN THE TAXPAYER AND THE CONTROLLING GOVERNMENTS. THE TAXPAYER'S BOARD OF DIRECTORS HAS 17 MEMBERS. THE 17 MEMBERS OF THE TAXPAYER'S BOARD OF DIRECTORS ARE SELECTED THROUGH A PROCESS THAT HAS THREE STEPS. THESE STEPS ARE AS FOLLOWS. 1. THE CONTROLLING GOVERNMENTS DESIGNATE ALL OF THE VOTING MEMBERS OF A NOMINATING COMMITTEE CALLED THE COMMUNITY ADVISORY COMMITTEE. ADDITIONAL INFORMATION ABOUT THE COMMUNITY ADVISORY COMMITTEE IS SET FORTH BELOW. 2. THE COMMUNITY ADVISORY COMMITTEE NOMINATES A SLATE OF QUALIFIED CANDIDATES FOR OPEN POSITIONS ON THE TAXPAYER'S BOARD OF DIRECTORS. THE COMMUNITY ADVISORY COMMITTEE MAY, IF IT SO DESIRES, NOMINATE ITS OWN MEMBERS FOR THE OPEN POSITIONS ON THE BOARD OF DIRECTORS. 3. THE BOARD OF DIRECTORS ELECTS DIRECTORS TO FILL OPEN POSITIONS ON THE BOARD OF DIRECTORS FROM AMONG THE NOMINEES CHOSEN BY THE COMMUNITY ADVISORY COMMITTEE. NO ONE ELSE MAY BE ELECTED. THE COMMUNITY ADVISORY COMMITTEE CONSISTS OF 13 APPOINTED MEMBERS PLUS ONE EX OFFICIO, NON-VOTING MEMBER. THE 13 APPOINTED MEMBERS ARE APPOINTED DIRECTLY BY THE CONTROLLING GOVERNMENTS. SPECIFICALLY, ONE, THE STATE OF KANSAS APPOINTS SIX MEMBERS OF THE COMMUNITY ADVISORY COMMITTEE (THREE ARE APPOINTED BY THE KANSAS GOVERNOR AND THREE ARE APPOINTED BY THE KANSAS ATTORNEY GENERAL); TWO, JOHNSON COUNTY, KANSAS APPOINTS FOUR MEMBERS OF THE COMMUNITY ADVISORY COMMITTEE; THREE, UNIFIED GOVERNMENT OF WYANDOTTE COUNTY, KANSAS APPOINTS TWO MEMBERS OF THE COMMUNITY ADVISORY COMMITTEE; AND, FOUR, ALLEN COUNTY, KANSAS APPOINTS ONE MEMBER OF THE COMMUNITY ADVISORY COMMITTEE. THE EX OFFICIO, NON-VOTING MEMBER OF THE COMMUNITY ADVISORY COMMITTEE AT ANY GIVEN TIME IS THE INDIVIDUAL WHO AT THAT TIME IS THE TAXPAYER'S CHIEF EXECUTIVE OFFICER. IN TERMS OF CONTROL, THE CONTROLLING GOVERNMENTS APPOINT 100 PERCENT OF THE VOTING MEMBERS OF THE COMMUNITY ADVISORY COMMITTEE. AS A RESULT, THE CONTROLLING GOVERNMENTS EXERCISE ABSOLUTE CONTROL OVER THE COMMITTEE. THUS, THE CONTROLLING GOVERNMENTS, ALBEIT INDIRECTLY, APPOINT ALL OF THE TAXPAYER'S DIRECTORS BECAUSE (I) ALL OF THE TAXPAYER'S DIRECTORS AT ANY POINT IN TIME ARE INDIVIDUALS WHO WERE SELECTED AS POTENTIAL ANY POINT IN TIME ARE INDIVIDUALS WHO WERE SELECTED AS POTENTIAL DIRECTORS BY THE COMMUNITY ADVISORY COMMITTEE; AND (II) ALL OF THE VOTING MEMBERS OF THE COMMUNITY ADVISORY COMMITTEE ARE APPOINTED BY, AND THE COMMITTEE IS ABSOLUTELY CONTROLLED BY, THE CONTROLLING GOVERNMENTS. |
| SCHEDULE A, PART IV, SECTION B, LINE 2 | As discussed in Part IV, Section A, Item 1, the taxpayer supports two groups of section 509(a)(1) and 509(a)(2) organizations described as follows: - One group is the units of government that operate, supervise, or control the taxpayer for purposes of section 509(a)(3)(B)(i) of the Code (i.e., the Controlling Governments). - The other group consists of all public charities that are closely related in purpose or function to these governments in terms of the delivery and the support and promotion of healthcare and healthcare access and quality as outlined in the taxpayer's Articles of Incorporation. This group includes essentially all public charities with a healthcare focus that operate in the Service Area. The taxpayer makes grants to the supported organizations described in the second group that are to be used to help such supported organizations accomplish their charitable purposes. The activities of the supported organizations in this group are closely related in purpose or function to these governments, i.e., the delivery and the support and promotion of healthcare of the residences living in the region that the government units are located. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $78,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $78,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,393,336 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,471,336 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $523,567 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $130,892 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | Yes (true) | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $497,845 | CurrentYearMinus3Amt |
| Current Year Minus2 | $487,874 | CurrentYearMinus2Amt |
| Current Year Minus1 | $489,071 | CurrentYearMinus1Amt |
| Current Year | $523,567 | CurrentYearAmt |
| Total | $1,998,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,997,536 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $120,240 | CurrentYearMinus3Amt |
| Current Year Minus2 | $208,821 | CurrentYearMinus2Amt |
| Current Year Minus1 | $120,000 | CurrentYearMinus1Amt |
| Current Year | $78,000 | CurrentYearAmt |
| Total | $527,061 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $124,461 | CurrentYearMinus3Amt |
| Current Year Minus2 | $121,969 | CurrentYearMinus2Amt |
| Current Year Minus1 | $122,268 | CurrentYearMinus1Amt |
| Current Year | $130,892 | CurrentYearAmt |
| Total | $499,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $749,385 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $22,870 | CurrentYearMinus3Amt |
| Current Year Minus2 | $68,821 | CurrentYearMinus2Amt |
| Current Year Minus1 | $30,000 | CurrentYearMinus1Amt |
| Total | $121,691 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $832,858 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,600 | DepreciationAmt |
| Book Value | $791,258 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $426,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,407 | DepreciationAmt |
| Book Value | $319,793 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $1,111,051 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Marketable Alternative Inv | $12,818,027 | F |
| Private Equity Funds | $16,280,553 | F |
| Partnership Interests | $1,176,346 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,274,926 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $13,239,527 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,729,208 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,729,208 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,510,319 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $329,194 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $329,194 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,839,513 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,142,142 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,142,142 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $329,194 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $329,194 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,471,336 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | PASSIVE INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $332,795 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $332,795 | SubtotalSpentAmt |
| Total Spent | $332,795 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3(1) | FormAndLineReferenceDesc |
| Explanation | THE INVESTMENTS IN THE CENTRAL AMERICA AND THE CARIBBEAN REGION ARE CARRIED AT FAIR MARKET VALUE IN THE FINANCIAL STATEMENTS OF THE ORGANIZATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE I ATTACHMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $5,032,675 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 64 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE BOARD ESTABLISHED AND APPROVED A DISTINCT POLICY OUTLINING THE FOUNDATION'S GRANT REVIEW, DUE DILIGENCE, AND APPROVAL PROCESS IN DETAIL. FINANCIAL CONTROLS ARE INTEGRATED INTO THE GRANTS POLICY AND PROCESS. THE FOLLOWING PARAMETERS AND LEVELS OF AUTHORIZATION HAVE BEEN ESTABLISHED: ALL GRANTS FOLLOW THE REVIEW AND APPROVAL PROCESS OUTLINED BELOW: 1. A GRANT APPLICATION IS RECEIVED VIA THE GRANT APPLICATION MANAGER 2. THE DIRECTOR OF GRANTS AND OPERATIONS PROCESSES THE PROPOSAL AND CONDUCTS DUE DILIGENCE: PRINTS A HARD COPY OF THE APPLICATION, INCLUDING THE PROPOSAL, BUDGET, BUDGET EXPLANATION AND ALL SUPPORTING DOCUMENTATION FOR THE PAPER FILE; CHECKS IT FOR COMPLETENESS AND CONTACTS THE APPLICANT IF THERE ARE ANY ISSUES; CREATES A NEW RECORD REQUEST IN THE GRANTS DATABASE, ASSIGNS THE REQUEST A UNIQUE REFERENCE NUMBER, APPROPRIATELY CODES THE REQUEST TO CAPTURE THE TYPE OF GRANT, OUTCOME, STRATEGY, AND OTHER NECESSARY CRITERIA TO TRACK; AND GENERATES A COVER SHEET; VERIFIES THE APPLICANT'S TAX STATUS VIA GUIDESTAR; VERIFIES THE APPLICANT ORGANIZATION HAS FILED REGISTRATION AS A NONPROFIT BUSINESS ENTITY WITH THEIR RESPECTIVE SECRETARY OF STATE'S OFFICE; EMAILS A RECEIPT NOTIFICATION TO THE APPLICANT; AND FORWARDS THE HARD COPY OF THE PROPOSAL AND SUPPORTING DOCUMENTATION TO THE APPROPRIATE PROGRAM STAFF FOR REVIEW. 3. PROGRAM STAFF COMPLETES A THOROUGH REVIEW OF THE PROPOSAL, AND FORWARDS TO THE PRESIDENT AND CEO FOR APPROVAL. 4. THE PRESIDENT AND CEO AUTHORIZES APPROVAL BY SIGNING THE COVER SHEET. 5. THE APPLICATION IS RETURNED TO THE DIRECTOR FOR APPROVAL IN THE GRANTS DATABASE. THE DIRECTOR NOTIFIES GRANT APPLICANTS OF AWARDS VIA EMAIL IMMEDIATELY FOLLOWING APPROVAL. A CHECK REQUEST IS GENERATED, AND THE GRANT IS BOOKED IN THE FINANCIAL ACCOUNTING SYSTEM. ALL GRANTS ARE BOOKED AT THE TIME OF APPROVAL. 6. THE CHECK REQUEST IS FORWARDED TO THE DESIGNATED PROGRAM STAFF, AND A GRANT AGREEMENT MAY BE GENERATED. ALL GRANTS FOR AMOUNTS $150,000 AND BELOW, AND WITHIN THE LIMITS OF THE CURRENT BOARD APPROVED BUDGET, MAY BE REVIEWED AND APPROVED BY THE PRESIDENT AND CEO. ALL GRANTS GREATER THAN $150,000 SHALL BE REVIEWED AND APPROVED BY THE PROGRAM AND POLICY COMMITTEE, AND THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR ITS REVIEW AND APPROVAL, UNLESS SPECIFIC DISCRETION HAS BEEN OTHERWISE GIVEN TO THE PRESIDENT AND CEO OR PROGRAM AND POLICY COMMITTEE BY THE BOARD OF DIRECTORS. GRANT AGREEMENTS ALL GRANTS OVER $10,000 REQUIRE A GRANT AGREEMENT WHICH SPECIFIES THE AMOUNT AND TERMS OF THE AWARD, REPORTING REQUIREMENTS, CONTINGENCIES ATTACHED TO THE AWARD, AND EXPECTATIONS WITH REGARD TO THE GRANTEE'S TAX STATUS AND NON-DISCRIMINATION PRACTICES. THE RELEASE OF THE FIRST PAYMENT IS CONTINGENT ON RECEIPT OF A FULLY EXECUTED GRANT AGREEMENT SIGNED BY THE GRANTEE'S CEO, BOARD CHAIR, PROGRAM MANAGER, AND THE FOUNDATION'S PRESIDENT AND CEO. GRANT AGREEMENTS MUST BE FULLY EXECUTED WITH THREE SIGNATURES AND RETURNED TO THE FOUNDATION WITHIN 60 DAYS OF AWARD NOTIFICATION. SCANNED OR FAXED COPIES ARE ACCEPTABLE. IF THE FULLY EXECUTED GRANT AGREEMENT IS NOT RECEIVED WITHIN THIS TIME FRAME, THE FOUNDATION MAY, AT ITS DISCRETION, RESCIND THE GRANT AWARD. PAYMENTS GRANT AWARDS OF $30,000 AND BELOW ARE ISSUED IN A SINGLE PAYMENT BASED ON THE PRESIDENT AND CEO'S AUTHORIZATION. FOR GRANT AWARDS EXCEEDING $30,000, THE NUMBER OF PAYMENTS, TIMING OF PAYMENTS AND AMOUNTS ARE APPROVED BY THE PRESIDENT AND CEO AND OUTLINED IN THE FULLY EXECUTED GRANT AGREEMENT. FOR AWARDS ISSUED IN MULTIPLE INSTALLMENTS, THE RELEASE OF SUBSEQUENT PAYMENTS IS INITIATED BY STAFF ASSIGNED TO THE GRANT AND APPROVED BY THE VP FINANCE AND OPERATIONS AND CFO, BASED ON SPENDING THRESHOLDS (GENERALLY 80% OF THE FIRST PAYMENT MUST BE EXPENDED) AND CONTINGENCIES OUTLINED IN THE GRANT AGREEMENT. GRANT PAYMENTS WILL BE INITIATED BY PROGRAM STAFF. PROGRAM STAFF WILL SIGN THE CHECK REQUEST, ATTACH THE SIGNED AGREEMENT (IF GRANT IS GREATER THAN $10,000) AND DOCUMENTATION RELATED TO CONTINGENCIES (IF ANY), AND FORWARD TO THE CFO. THE CFO WILL REVIEW THE EXECUTED AGREEMENT, ENSURE CONTINGENCIES HAVE BEEN ADEQUATELY ADDRESSED, REVIEW SUPPORTING DOCUMENTATION IN THE PAPER FILE, AND PROVIDE AUTHORIZATION TO PROCESS THE PAYMENT. PAYMENTS ARE PROCESSED BY THE DIRECTOR OF GRANTS AND OPERATIONS IN ACCORDANCE WITH THE SPECIFIC REQUIREMENTS DESCRIBED IN THE PAYMENT SCHEDULE OF THE GRANT AGREEMENT. PAYMENTS CONTINGENT ON INTERIM PROGRESS REPORTS LISTED IN THE REPORTING SCHEDULE OF THE GRANT AGREEMENT WILL BE ISSUED WITHIN THIRTY (30) DAYS OF APPROCAL OF THE REPORTS. CHECKS FOR AMOUNTS OVER $10,000 REQUIRE A SECOND SIGNATURE BY EITHER THE FOUNDATION'S CHARMAN OR TREASURER OF THE BOARD. CHECK REQUESTS AND PAYMENT STUBS ARE FILED IN THE RESPECTIVE GRANT'S PAPER FILE. GRANTEES ARE ENCOURAGED TO DEPOSIT GRANT PAYMENTS IN A TIMELY MANNER. IF CHECKS ARE NOT CASHED WITHIN 90 DAYS OF THE PAYMENT DATE, THE CHECK WILL BE CANCELLED AND REISSUED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOANNE YUN | ||||||||||||
| VP FINANCE AND OPERATIONS/CFO | $144,761 | $0 | $0 | $0 | $0 | $0 | $18,589 | $0 | $50,726 | $0 | $214,076 | $0 |
| BRENDA SHARPE | ||||||||||||
| PRESIDENT AND CEO | $290,110 | $0 | $0 | $0 | $0 | $0 | $44,855 | $0 | $43,799 | $0 | $378,764 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART 1, LINE 1 | TO SUPPORT ACCESS TO QUALITY HEALTHCARE COVERAGE & SERVICES FOR THE MEDICALLY INDIGENT & UNDERSERVED RESIDENTS OF ALLEN, JOHNSON & WYANDOTTE COUNTIES IN KS AND CASS, JACKSON, & LAFAYETTE COUNTIES IN MO. |
| FORM 990, PART III, LINE 4D | CARES ACT SUB-RECIPIENT GRANTS, DISCRETIONARY GRANTS, AND MISCELLANEOUS GRANTS. FEDERAL CARES ACT FUNDING RECEIVED BY JOHNSON COUNTY, KS WAS REDISTRIBUTED BY THE FOUNDATION TO QUALIFIED GRANTEES. DISCRETIONARY GRANTS SUPPORT SHORTTERM PROJECTS AND NEEDS (E.G., CONFERENCE AND CONVENING COSTS, SURVEY/DATA COLLECTION, TECHNICAL ASSISTANCE, AND NONPROFIT DEVELOPMENT PROGRAMS). IN 2020, 56 SUB-RECIPIENT, DISCRETIONARY, AND OTHER GRANTS WERE AWARDED. EXPENSES: $431,873 GRANTS: $347,675 REVENUE: NONE |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS ARE ADDRESSED AND CORRECTIONS MADE IF NECESSARY. THE 990 IS THEN REVIEWED AND APPROVED BY BOTH THE FINANCE COMMITTEE AND THE FULL BOARD PRIOR TO FILING THE 990. THE 990 REVIEW IS DOCUMENTED IN PUBLICLY AVAILABLE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST DISCLOSURES ARE ANNUALLY MAILED TO THE BOARD OF DIRECTORS, OFFICERS, COMMUNITY ADVISORY COMMITTEE, AND STAFF. THE PRESIDENT AND EXECUTIVE COMMITTEE REVIEW AND MONITOR THE ANNUAL DISCLOSURE FORMS AND BRING TO THE ATTENTION OF THE BOARD OR APPROPRIATE COMMITTEE THE DISCLOSED PERSONAL OR PRIVATE INTERESTS. THE BOARD OR COMMITTEE SHALL THEN TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION WHICH MAY INCLUDE POLICY COUNSELING, VOTING EXCLUSION, OR COMMITTEE EXCLUSION. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN 2020, THE BOARD CONDUCTED A COMPREHENSIVE, COMMISSIONED SALARY REVIEW PREPARED BY AN OUTSIDE COMPENSATION CONSULTANT. AN EXTENSIVE PERFORMANCE AND COMPENSATION REVIEW FOR THE CEO IS CONDUCTED ANNUALLY, BASED ON THE 2020 STUDY AND OTHER CURRENT AVAILABLE INFORMATION. THE EXECUTIVE COMMITTEE MAKES A COMPENSATION RECOMMENDATION TO THE BOARD BASED ON THE COMMISSIONED REVIEW AND OTHER CURRENT SURVEY INFORMATION AVAILABLE. RELEVANT MARKET INFORMATION FOR THIS ANALYSIS INCLUDES ORGANIZATIONS COMPARABLE IN TERMS OF SUCH CRITERIA AS MISSION, ASSETS, ENTREPRENEURIAL MINDSET, BUDGET, STAFF SIZE, REGIONAL FOCUS, AND MIDWEST LOCATION. OTHER INFORMATION CONSIDERED IN THIS RECOMMENDATION AND ANALYZED EVERY YEAR INCLUDES: SALARY AND BENEFIT COMPENSATION STUDIES, TELEPHONE CALLS, AND IRS FORM 990 FILINGS. THE BOARD DOCUMENTS HOW IT REACHES ITS DECISION, INCLUDING MARKET DATA, ADVICE, AND OPINIONS ON WHICH THE DECISION IS BASED. MEETING MINUTES ARE MAINTAINED PROVIDING A DETAILED RECORD OF THE ACTIONS TAKEN AND THE DELIBERATIONS LEADING TO THE APPROVED ACTION. THE MINUTES ALSO DOCUMENT THE MEMBERS OF THE BOARD PRESENT DURING THE DISCUSSION AND THE RESULTS OF THE VOTE. THE EXECUTIVE COMPENSATION REVIEW AND APPROVAL PROCESSES AND THE BOARD AND CHIEF EXECUTIVE RELATIONSHIP ARE DOCUMENTED IN SEPARATE FORMAL BOARD POLICIES. |
| FORM 990, PART VI, SECTION B, LINE 15B | IN 2020, THE BOARD CONDUCTED A COMPREHENSIVE, COMMISSIONED COMPENSATION REVIEW FOR ALL STAFF, INCLUDING THE CFO AND VP OF PROGRAMS. THE CEO MAKES A COMPENSATION RECOMMENDATION TO THE BOARD BASED ON A PERIODIC COMMISSIONED REVIEW PREPARED BY AN OUTSIDE COMPENSATION CONSULTANT AND ANY OTHER CURRENT RELATED INFORMATION THAT MAY BE AVAILABLE. THIS INCLUDES RELEVANT MARKET INFORMATION, INCLUDING INFORMATION FOR ORGANIZATIONS COMPARABLE IN TERMS OF SUCH CRITERIA AS MISSION, ASSETS, ENTREPRENEURIAL MINDSET, BUDGET, STAFF SIZE, REGIONAL FOCUS, AND MIDWEST LOCATION. OTHER INFORMATION CONSIDERED IN THIS RECOMMENDATION AND ANALYZED EVERY YEAR INCLUDE SALARY AND BENEFIT COMPENSATION STUDIES, TELEPHONE CALLS, AND IRS FORM 990 FILINGS. THE BOARD DOCUMENTS HOW IT REACHES ITS DECISION, INCLUDING MARKET DATA, ADVICE, AND OPINIONS ON WHICH THE DECISION IS BASED. MEETING MINUTES ARE MAINTAINED PROVIDING A DETAILED RECORD OF THE ACTIONS TAKEN AND THE DELIBERATIONS LEADING TO THE APPROVED ACTION. THE MINUTES ALSO DOCUMENTED THE MEMBERS OF THE BOARD PRESENT DURING THE DISCUSSION AND THE RESULTS OF THE VOTE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON OUR WEBSITE AT WWW.REACHHEALTH.ORG. ALSO INCLUDED ON THE WEBSITE ARE POLICIES REGARDING DIVERSITY AND INCLUSION, RECORDS RETENTION, INVESTMENT OBJECTIVES, WHISTLEBLOWER PRACTICE, AND PUBLIC ACCESS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REACH REAL ESTATE HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 METCALF AVENUE STE 200 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261392850 | EIN |
| Primary Activities | RE INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Total Income | -$96 | TotalIncomeAmt |
| End Of Year Assets | $1,176,346 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REACH HC FND | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Johnson County Mental Health Center | ||||||||||
| 6000 Lamar Ave Suite 130 | Mission | KS | 66202 | 486034760 | Government | KS | government | N/A | NA | false |
| Kansas Governor's Grants Program | ||||||||||
| 900 SW Jackson Street Room 304N | Topeka | KS | 66612 | 481124839 | government | KS | government | N/A | NA | false |
| Lafayette County Health Department | ||||||||||
| 547 S Bus Hwy 13 | Lexington | MO | 64067 | 431241723 | Government | MO | government | N/A | NA | false |
| Mid-America Regional Council | ||||||||||
| 600 Broadway Suite 200 | Kansas City | MO | 64105 | 430976432 | government | MO | government | N/A | NA | false |
| OTHER-SEE SCHEDULE R ATTACHMENT | ||||||||||
| VARIOUS | VARIOUS | VARIOUS | VARIOUS | false | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REACH HEALTHCARE FOUNDATION TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HOWARD ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336357400 | EIN |
| Primary Activities | GRANTOR TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REACH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | TRUST | EntityTypeTxt |
| Share Of Total Income | $1,402,927 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $9,035,250 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |