2021-10-21T10:13:43-05:00 2020-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2020-01-01 200337230 THE REACH HEALTHCARE FOUNDATION % JOANNE R YUN REAC 9134324196 8131 METCALF AVENUE STE 200 OVERLAND PARK KS 66204 BRENDA R SHARPE PRESIDENT AND CEO 9134324196 2021-11-15 true Brenda R Sharpe XXX-XX-XXXX Michael J Engle P00482834 8162216300 2021-11-15 2 2020 2022-09-23 18:48:47Z BRENDA R SHARPE 8131 METCALF AVENUE STE 200 OVERLAND PARK KS 66204 18675044 false X WWW.REACHHEALTH.ORG X 2004 KS SEE SCHEDULE O 17 17 8 30 -737091 48123 0 160455 0 0 8480264 2494146 -205 -815088 8480059 1839513 4396093 5032675 0 0 1227992 1286980 0 0 0 1157340 1151681 6781425 7471336 1698634 -5631823 137374333 142882862 3286682 2697827 134087651 140185035 X TO ADVANCE EQUITY IN HEALTH CARE COVERAGE, ACCESS AND QUALITY FOR POOR AND UNDERSERVED PEOPLE. false false 372653 300000 0 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. 832962 644000 0 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. 4656983 3741000 0 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. 431873 347675 0 6294471 true true false true false false false false false false true true false false false false false true false false true false false false false false false true false true false false false false false false false false false false false false true true true false false false true 11 0 true 8 true true true false false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true true false KS MO X X JOANNE R YUN 9134324196 8131 METCALF AVENUE STE 200 OVERLAND PARK KS 66204 BRENDA SHARPE PRESIDENT AND CEO 40.0 0.0 X 290110 0 88654 JOANNE YUN VP FINANCE AND OPERATIONS/CFO 32.0 0.0 X 144761 0 69315 DAWN DOWNES SENIOR PROGRAM OFFICER 40.0 0.0 X 102162 0 36322 CARLA GIBSON VICE PRESIDENT OF PROGRAMS 40.0 0.0 X 104791 0 25478 LISA THURLOW PROGRAM COMM CHAIR/DIRECTOR 5.0 0.0 X X 0 0 0 LYNETTE SPARKMAN-BARNES DIRECTOR 5.0 0.0 X 0 0 0 JIM SANDERS DIRECTOR 5.0 0.0 X 0 0 0 HEATHER SAMUEL DIRECTOR 5.0 0.0 X 0 0 0 JOE REUBEN VICE CHAIR/DIRECTOR 5.0 0.0 X X 0 0 0 TODD PLEIMANN DIRECTOR 5.0 0.0 X 0 0 0 WENDY NEAL DIRECTOR 5.0 0.0 X 0 0 0 JERRIHLYN MCGEE DIRECTOR 5.0 0.0 X 0 0 0 JON MARSHALL BOARD CHAIR/DIRECTOR 5.0 0.0 X X 0 0 0 ANDY KLOCKE DIRECTOR 5.0 0.0 X 0 0 0 DANIELLE JONES DIRECTOR 5.0 0.0 X 0 0 0 VICKI HOHENSTEIN DIRECTOR 5.0 0.0 X 0 0 0 ANGELA HARSE SECRETARY/DIRECTOR 5.0 0.0 X X 0 0 0 TOM HANDLEY TREASURER/DIRECTOR 5.0 0.0 X X 0 0 0 KATIE FERRO DIRECTOR 5.0 0.0 X 0 0 0 LAURA BOND DIRECTOR 5.0 0.0 X 0 0 0 ARIF AHMED DIRECTOR 5.0 0.0 X 0 0 0 GUY COLLIER DIRECTOR 5.0 0.0 X 0 0 0 FABIAN GAYOSSO DIRECTOR 5.0 0.0 X 0 0 0 KEVIN KLAMM DIRECTOR 5.0 0.0 X 0 0 0 641824 0 219769 4 false true false CAMBRIDGE ASSOCIATES INVEST CONSULTING 169000 1 160455 160455 0 1349321 1349321 0 0 0 0 0 17980356 16835531 1144825 1144825 77997 1066828 0 0 0 0 0 0 0 0 0 LOSS FROM PARTNERSHIPS 900099 -815088 -815088 -815088 1839513 -737091 2416149 5032675 5032675 0 0 0 592840 297246 295594 0 511666 414940 96726 40657 36610 4047 80673 62186 18487 61144 41672 19472 0 4062 4062 42848 42848 78000 78000 0 329194 329194 67845 38890 28955 7191 3448 3743 51217 20923 30294 62912 36130 26782 0 257833 112838 144995 2280 1259 1021 0 23491 20048 3443 0 0 138418 69510 68908 22076 22076 Books/Subscriptions/Reference 2161 1736 425 Equipment Leasing and Expense 17086 5407 11679 Membership Dues 19829 18065 1764 Staff Development 9495 2597 6898 15743 291 15452 7471336 6294471 1176865 0 151 551 114342 100117 0 0 0 0 0 0 0 0 0 0 0 0 24472 17623 1259058 148007 1218778 1111051 101596925 111378581 34417001 30274926 0 0 0 0 2664 13 137374333 142882862 459266 115456 2827416 2582371 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3286682 2697827 X 134087651 140185035 0 0 134087651 140185035 137374333 142882862 -5631823 11729207 X false true X true false X X X 81 SEE ATTACHMENT 300455147 7 false 5032675 0 1 5032675 false true false false true true true false false false false false false false false false false true true 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78000 78000 7393336 7471336 523567 130892 true 497845 487874 489071 523567 1998357 2997536 120240 208821 120000 78000 527061 124461 121969 122268 130892 499590 749385 22870 68821 30000 121691 832858 41600 791258 426200 106407 319793 1111051 Marketable Alternative Inv 12818027 F Private Equity Funds 16280553 F Partnership Interests 1176346 F 30274926 13239527 11729208 11729208 1510319 329194 329194 1839513 7142142 7142142 329194 329194 7471336 SCHEDULE D, PART X, LINE 2 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. true CENTRAL AMERICA AND THE CARIBBEAN PASSIVE INVESTMENTS 332795 332795 332795 true false true true true false SCHEDULE F, PART I, LINE 3(1) THE INVESTMENTS IN THE CENTRAL AMERICA AND THE CARIBBEAN REGION ARE CARRIED AT FAIR MARKET VALUE IN THE FINANCIAL STATEMENTS OF THE ORGANIZATION. true SEE SCHEDULE I ATTACHMENT 5032675 64 0 SCHEDULE I, PART I, LINE 2 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. X X X X X X false false false false false false false false false JOANNE YUN VP FINANCE AND OPERATIONS/CFO 144761 0 0 0 0 0 18589 0 50726 0 214076 0 BRENDA SHARPE PRESIDENT AND CEO 290110 0 0 0 0 0 44855 0 43799 0 378764 0 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. 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