2023-09-29T11:22:24-05:00 2022-12-31 431305800 UHY Advisors MO Inc 605 West 47th Street Suite 301 Kansas City MO 64112 990 2022-01-01 237432481 AcruxKC ACRU 8162767555 6675 Holmes Road 470 Kansas City MO 64131 Elizabeth Radtke Executive Director 8162767555 2023-09-29 1 Elizabeth Radtke 999009999 1 Steven Wiebler P00268044 8169313393 2023-09-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X AccessKC Elizabeth Radtke 6675 Holmes Road 470 Kansas City MO 64131 2365442 0 X www.btllf.org X 2003 MO To provide emergency medical assistance, neighborhood school health grants, and health education programs and services to the Kansas City community. 16 16 7 18 0 0 1045442 245019 7982 7866 5949699 2059400 600 53157 7003723 2365442 1354446 1366146 0 0 526355 497861 0 0 22658 517703 590840 2398504 2454847 4605219 -89405 60443981 49255545 173035 153489 60270946 49102056 X To provide support in the greater Kansas City area for crisis related medical assistance, neighborhood school health grants and health education programs and services. To seek philanthropic support for these areas of emphasis. To continue the tradition and religious heritage of the founders and donors of Baptist Medical Center and Trinity Lutheran Hospital and their Foundations. 0 0 1191687 855249 Kansas City's Medicine Cabinet - Short-term emergency medical assistance. See Schedule O for discussion of program service accomplishments. 422098 223493 Medical Education - Annual conference for medical professionals and other education programs, including resident education, scholarships for nursing and respiratory therapy students, and continuing medical education for medical professionals. 334142 287404 Community Health and Other Programs Invitation-only grant programs for area school districts, charter schools and other non-profits, as well as grants to local non-profits in accord with documented restrictions stipulated by donors. 1947927 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 19 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 X Elizabeth Radtke 8162767555 6675 Holmes Road Suite 470 Kansas City MO 64131 Stephen Salanski MD Board Member 1.00 X 0 0 0 Harley Metcalfe Board Member / Chair 4.00 X X 0 0 0 Kurt Saylor Board Member / Vice Chair 4.00 X X 0 0 0 Jason Lofton Board Member 1.00 X 0 0 0 Kavitha Arabindoo MD Board Member 1.00 X 0 0 0 Bette Croes Board Member 1.00 X 0 0 0 Gretchen Green Board Member / Medical Assistance Committee 4.00 X 0 0 0 Shelly Iseman Board Member / Health Education Committee 4.00 X 0 0 0 Shannon Kuczynski Board Member 1.00 X 0 0 0 Maggie Ross Board Member 1.00 X 0 0 0 Ken Woodward Board Member / Treasurer 4.00 X X 0 0 0 Sara Goodburn Board Member 1.00 X 0 0 0 Amanda Hanova Board Member 1.00 X 0 0 0 Karole Bradford Board Member 1.00 X 0 0 0 Francisco Lopez Board Member 1.00 X 0 0 0 Elizabeth Liz Deckert Board Member / Secretary 1.00 X 0 0 0 Elizabeth Radtke Executive Director 55.00 X 162511 0 18727 162511 0 18727 1 1 1 0 American Hearing & Audiology 211 E 11th St Kansas City MO 64106 Medical services 204882 Westport Eyecare 3509 Broadway Blvd Kansas City MO 64111 Medical services 113188 2 245019 245019 Medical Education Seminar Fees 611430 7866 7866 7866 911284 911284 1148116 0 1148116 1148116 1148116 Other Income 611430 53157 53157 53157 2365442 53157 0 2067266 308829 308829 1057317 1057317 162511 84506 65004 13001 240667 158649 80564 1454 65133 36808 26518 1807 29550 17870 10662 1018 15011 4777 10234 12440 12440 201525 201525 133875 106520 27355 33639 25652 7987 5344 1480 3864 50810 29107 17476 4227 926 574 352 23131 21870 1261 30369 19870 10499 5748 1897 3851 KCMC Agency Allocation 55589 55589 Misc 17520 15078 2442 Equipment Expense 2166 1019 1147 Donor Cultivation/ Reco 1151 1151 1596 515 1081 2454847 1947927 484262 22658 991840 1709939 1167 8467 17229 15050 262109 190405 75849 71704 58479071 46767842 878825 682543 60443981 49255545 19761 17619 153274 135870 173035 153489 X 52746419 42239138 7524527 6862918 60270946 49102056 60443981 49255545 -89405 -11080330 845 0 X 0 1 X 1 0 X 178747 304805 169090 1037566 237093 1927301 178747 304805 169090 1037566 237093 1927301 1927301 919340 1041296 903711 814100 911284 4589731 163 53157 53320 6570352 0.29330 0.31860 X Ten percent-of-support limitation: As reflected on Line 14 of Schedule A, the Foundation has met the alternate limitation by having a public support in excess of 10% and meeting the facts and circumstances test.Attraction of Public Support: The Foundation maintains continuous and bona fide programs for solicitation of funds from the public. These efforts are conducted primarily by the staff and board of directors of the organization. The Foundation annually conducts direct mail solicitations from individuals, businesses, and foundations for its nursing scholarship programs and Kansas City's Medicine Cabinet. Kansas City's Medicine Cabinet, the Foundation's premier program (see Schedule O for program details), assists people throughout the six county Kansas City Metropolitan area. The Foundation normally receives its support from a representative number of persons and organizations in the Kansas City area. The Foundation intends to continue soliciting contributions from individuals, businesses, and foundations and other charities and governmental units in the Kansas City, Missouri area. Schedule A, Part II, Line 10, Explanation of Other Income: OTHER INCOME - 2018 Amount: $ 163. 2022 Amount: $ 53,157. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6324662 29837 -305385 50413 97673 5901028 5293389 869998 269986 37350 71361 6324662 4980053 22070 368038 33855 42917 5293389 4703617 28211 383275 37742 97308 4980053 4887123 37820 -39423 63620 118283 4703617 0.59500 0.40500 0 0 131898 99619 32279 130211 90786 39425 71704 X -8852667 -11080330 63746 -11016584 2163917 201525 201525 2365442 2316223 62900 1 62901 2253322 201525 201525 2454847 Part V, Line 4: Schedule D, Part XIII, The Foundation's endowment funds consist of nineteen individual funds established for a variety of purposes. They are maintained to provide investment income that helps to support the general needs of the organization for operating capital. The policy of the Foundation requires preservation of the original fair value of contibutions of donor-restricted endowment funds. Part X, Line 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION'S POLICY IS TO PROVIDE LIABILITIES FOR UNCERTAIN INCOME TAX PROVISIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. THE FOUNDATION HAS NO UNCERTAIN INCOME TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE FOUNDATION IS NO LONGER SUBJECT TO AUDITS BY THE IRS FOR YEARS PRIOR TO 2019. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES. Part XII, Line 2d - Other Adjustments: Rounding 1. 1 Brookside Charter School 1815 E 63rd St Kansas City MO 64130 431851910 5200 0 Legacy grants for student health Center School District 8701 Holmes Kansas City MO 64131 446002102 12500 0 Legacy grants for student health Fort Osage School District 2101 N Twyman Rd Independence MO 64058 446004930 12550 0 Legacy grants for student health Grandview School District 13015 10th St Grandview MO 64030 446002754 8600 0 Legacy grants for student health Hickman Mills School District 9000 Old Santa Fe Rd Kansas City MO 64138 446002906 12500 0 Legacy grants for student health Hope Family Care Center LLC 19800 Metcalfe Ave MB 424 Stillwell KS 66085 264021005 6412 0 Medical equipment replacement Independence School District 201 N Forest Ave Independence MO 64050 446003031 25000 0 Legacy grants for student health Institute for International Medicine 2340 E Meyer Blvd Building 1 Suite 338 Kansas City MO 64132 753128625 7000 0 Medical education Kansas City Missouri Public Schools 2901 Troost Ave Kansas City MO 64109 446003108 25000 0 Legacy grants for student health KC Care Health Center 3515 Broadway Blvd Kansas City MO 64111 430967292 8636 0 Medical equipment replacement North Kansas City Schools 2000 NE 46th St Kansas City MO 64116 446003683 24000 0 Legacy grants for student health Olathe School District 300 E Loula St Olathe KS 66063 480697986 18750 0 Legacy grants for student health Raytown School District 6608 Raytown Rd Kansas City MO 64133 446004129 12400 0 Legacy grants for student health Samuel U Rodgers Health Center 825 Euclid Ave Kansas City MO 64124 430899356 7100 0 Medical equipment replacement Seton Center Inc 2816 E 23rd St Kansas City MO 64127 430926003 8400 0 Medical equipment replacement Shawnee Mission School District 8200 W 71st St Shawnee Mission KS 66204 480764906 15100 0 Legacy grants for student health Swope Health Services 3801 Blue Parkway Kansas City MO 64130 430957840 6743 0 Medical equipment replacement Turner USD 202 800 S 55th St Kansas City KS 66106 480679018 12500 0 Legacy grants for student health Arthritis Foundation - Kansas 617 SE Pendleton Dr Lees Summit MO 64063 581341679 18405 0 Medical equipment replacement Resource Health Services 1260 NE Windsor Dr Lees Summit MO 64086 431808105 9500 0 Lee's Summit Family Care Kansas City Kansas Public Schools 2010 N 59th St Kansas City KS 66104 486031181 27000 0 Legacy grants for student health EMERGENCY MEDICAL ASSISTANCE 2365 856227 MEDICAL EDUCATION 70 49198 OTHER ASSISTANCE AND GRANTS 12 1968 Part I, Line 2: THERE IS A HEALTH EDUCATION COMMITTEE OF THE BOARD THAT REVIEWS ALL GRANT REQUESTS AND MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD. GRANTEES ARE REQUIRED TO SUBMIT SEMI-ANNUAL REPORTS. THE FOUNDATION MAINTAINS FILES ON ALL OPEN AND COMPLETED GRANTS. X 0 0 X X 0 0 0 0 0 0 0 0 0 Elizabeth Radtke Executive Director 162511 0 0 0 0 0 9850 0 8877 0 181238 0 0 0 Elizabeth Deckert Board member Elizabeth Deckert serves on the advisory board that oversees all Salvation Army locations in Kansas and Western Missouri; three Salvation Army locations are partner agencies of our Kansas City's Medicine Cabinet (KCMC) program. Employees of KCMC partner agencies issue vouchers for medical services to low-income individuals in our community. As a goodwill gesture, intended to partially offset the cost of the time their staff spend issuing vouchers (which are redeemed at local vendor partners), partner agencies are paid 7.5% of the redeemed value of the vouchers issued by their agency. 0 Sara Goodburn Board member Sara Goodburn is a member of the Board of Education for Shawnee Mission School District, which for several years has received a grant through BTLLF's Legacy Grants for Student Health program. Mrs. Goodburn recuses herself from all votes associated with Shawnee Mission School District. This is always noted in meeting minutes. 0 Francisco Lopez Board member Francisco Lopez is a brother of Randy Lopez, President of the Board of Education for Kansas City, Kansas Public Schools (Kansas City USD 500), which for several years has received a grant through BTLLF's Legacy Grants for Student Health program. Mr. Lopez recuses himself from all votes associated with Kansas City, Kansas Public Schools. This is always noted in meeting minutes. 0 Shelly Iseman Board member Shelly Iseman, Immediate Past Chair, is the wife of Andy Iseman who served as Chairman/CEO of Scout Investments (formerly Carillon Tower and now Raymond James Financial, Inc.) from 2010 until early in 2019. 0 Form 990 Part II - Discussion of Program Service Accomplishments Discussion of Program Service Accomplishments, 4a Kansas City's Medicine Cabinet (KCMC), established in 2005, continued to promote health equity by meeting the needs of the Kansas City region's low-income, uninsured and underinsured population. The voucher-based program helps individuals with financial need to access emergency dental care, prescriptions, durable medical equipment, hearing aids, and eye exams and glasses. Individuals visit one of 50+ partner agency intake sites across the bistate region to get a voucher, which they take to one of 115+ participating vendor sites. The vendor fulfills the service and invoices BTLLF/KCMC, which covers 100% of the cost. Intake sites include wraparound social services providers, domestic violence shelters, and Cancer Action. Since its inception, KCMC has provided 40,000+ services valued at $10+ million to 30,000+ unduplicated individuals. From January 1, 2022 to December 31, 2022, the program provided 2,640 services valued at over $870,000 to 2,365 unduplicated individuals. BTLLF awarded 83 nursing scholarships and six respiratory therapy scholarships. Educational grants were awarded in support of family practice residents and healthcare providers to enhance their clinical skills. Funding from the Dr. Jack H. Hill Continuing Medical Education Fund supported continuing medical education opportunities for medical professionals. In 2022, the annual Orear Institute for Postgraduate Medical Studies was presented in a hybrid format due to current trends in conference formats. Grants to a postgraduate pastoral care program supported the development of spiritual and clinical skills of individuals who provide assistance to patients and their families. BTLLF disbursed grant funding to community-based organizations, school districts and charter schools. This included awards for arthritis, student health and mental health, and other purposes. Disbursements from the Lena Green Trust supported the purchase of equipment for Jackson County-based safety net clinics. Form 990, Part VI, Section B, line 11b Prior to filing, Form 990 is reviewed by the Executive Director and the Executive Committee or Treasurer. Form 990, Part VI, Section B, line 15 Salary comparisons of people in similar positions are presented to the executive committee for approval. Form 990, Part VI, Section C, line 19 Documents are available upon request. Form 990, Page 1, Section B (Organization name change) Effective May 15, 2023, Baptist-Trinity Lutheran Legacy Foundation changed its name and is now AcruxKC and Kansas City's Medicine Cabinet is AccessKC. The new names reflect a new, modern spirit and will help the Foundation and its flagship program to build better visibility and name recognition in the Kansas City region.