2024-08-14T12:17:31-05:00 2023-09-30 481066439 BT&CO PA 4301 SW HUNTOON ST TOPEKA KS 66604 990 2022-10-01 480980926 STORMONT-VAIL FOUNDATION C/O CORPORATE FINANCE STOR 7853545623 1500 SW 10TH AVENUE TOPEKA KS 66604 KENNETH L STONE TREASURER 7853545623 2024-08-09 1 1 LOUIS DREW WILLIAMS P02420747 7852343427 2024-08-07 2022 2024-08-08 14:25:15Z AMY BURNS 1500 SW 10TH AVENUE TOPEKA KS 66604 5743696 0 X WWW.STORMONTVAIL.ORG/STORMONT-VAIL-FOUNDATION/ X 1984 KS SEE CONTINUATION ON SCHEDULE O: TO PROVIDE VOLUNTARY GIFT SUPPORT FOR STORMONT-VAIL HEALTHCARE, INC. PATIENT CARE SERVICES AND COMMUNITY HEALTH EDUCATION PROGRAMS, IN SUPPORT OF HEALTHCARE'S MISSION OF "WORKING TOGETHER TO IMPROVE THE HEALTH OF OUR COMMUNITY." 27 23 0 22 0 0 2851572 2985897 0 0 994426 581724 163336 172226 4009334 3739847 1611470 718818 0 0 0 0 0 0 309380 1093035 1073334 2704505 1792152 1304829 1947695 31909658 35680135 143416 119202 31766242 35560933 X TO PROVIDE VOLUNTARY GIFT SUPPORT FOR STORMONT-VAIL HEALTHCARE, INC. PATIENT CARE SERVICES AND COMMUNITY HEALTH EDUCATION PROGRAMS, IN SUPPORT OF HEALTHCARE'S MISSION OF "WORKING TOGETHER TO IMPROVE THE HEALTH OF OUR COMMUNITY." 0 0 261146 261146 FACILITIES:CONSISTENT WITH ITS MISSION, THE FOUNDATION PROVIDES STORMONT-VAIL HEALTHCARE WITH FUNDING FOR MEDICAL FACILITIES AND EQUIPMENT NEEDED TO IMPROVE THE HEALTH OF THE COMMUNITY. 123460 104360 PATIENT CARE AND OTHER:A MAJORITY OF PROGRAM SERVICE EXPENDITURES IN THIS CATEGORY IS FOR DISCHARGE ASSISTANCE TO STORMONT-VAIL HEALTHCARE PATIENTS WHO HAVE CRITICAL NEEDS AT THE TIME OF DISCHARGE FROM THE HOSPITAL OR TREATMENT IN OUR CLINICS. TIMELY FUNDING IS PROVIDED FOR ITEMS SUCH AS CLOTHING, PRESCRIPTION DRUGS, TRANSPORTATION NEEDS, ETC. WHERE THE PATIENTS HAVE NO OTHER SOURCES OF FUNDING. 64043 64043 SCHOLARSHIPS: THE FOUNDATION PROVIDES SCHOLARSHIPS FOR NURSING STUDENTS AND STUDENTS IN A VARIETY OF HEALTH-RELATED FIELDS ATTENDING UNIVERSITIES AND TECHNICAL COLLEGES THROUGHOUT THE REGION. SOME NURSING SCHOLARSHIPS HAVE MATCHING COMPONENTS UNDERWRITTEN BY THE KANSAS BOARD OF REGENTS. 55994 EDUCATION:THE FOUNDATION COOPERATES WITH STORMONT-VAIL HEALTHCARE TO FUND EMPLOYEES' ATTENDANCE AT SELECT CONFERENCES, WORKSHOPS AND PROGRAMS IN ORDER TO GAIN KNOWLEDGE AND SKILLS, AND TO SHARE THAT KNOWLEDGE WITH PEERS,FURTHER ENHANCING PATIENT CARE AND IMPROVING THE HEALTH OF OUR COMMUNITY 666026 289268 OTHER COMMUNITY SUPPORT:THE FOUNDATION MAKES GRANTS/SPONSORSHIPS TO OTHER COMMUNITY CHARITIES ON BEHALF OF THE STORMONT-VAIL HEALTHCARE SYSTEM. 722020 289268 1170669 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 23 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KS X KENNETH L STONE 7853545620 1500 SW 10TH AVENUE TOPEKA KS 66604 KEN STONE SVF TREAS./DIR 4.00 46.00 X X 0 222237 27086 TARA DIMICK TRUSTEE 1.00 X 0 0 0 NATALIE HAAG TRUSTEE 1.00 X 0 0 0 PEG BURNETTE TRUSTEE 1.00 X 0 0 0 MATT CROCKER TRUSTEE 1.00 X 0 0 0 PAULA LANDOLL-SMITH TRUSTEE 1.00 X 0 0 0 JANET DULOHERY TRUSTEE 1.00 X 0 0 0 MARK SCHREIBER TRUSTEE 1.00 X 0 0 0 AMANDA KIEFER TRUSTEE 1.00 X 0 0 0 LYN RANTZ EDD TRUSTEE 1.00 X 0 0 0 TERRY HOLDREN TRUSTEE 1.00 X 0 0 0 LINDSAY FREEMAN TRUSTEE 1.00 X 0 0 0 AMY BURNS PRESIDENT 49.00 1.00 X X 0 247250 27661 RANDY AUSTIN TRUSTEE 1.00 X 0 0 0 HEATHER BIRKBECK TRUSTEE 1.00 X 0 0 0 JOE GIGOUS TRUSTEE 1.00 X 0 0 0 CLINT PATTY CHAIRPERSON 1.00 X X 0 0 0 MICHELLE SCHIERLING MD SECRETARY 1.00 49.00 X X 0 317789 12484 DAINA WILLIAMS TRUSTEE 1.00 X 0 0 0 ROBERT KENAGY MD PRESIDENT & CEO STORMONT 1.00 49.00 X 0 1491920 47474 JOHN TUCKWIN TRUSTEE 1.00 X 0 0 0 ROCKY TAYLOR TRUSTEE 1.00 X 0 0 0 KENT GLASSCOCK TRUSTEE 1.00 X 0 0 0 NOEL ETZEL VICE-CHAIRPERSON 1.00 X X 0 0 0 MARCUS BASSETT MD TRUSTEE 1.00 X 0 0 0 TRAVIS STRYKER TRUSTEE 1.00 X 0 0 0 NEAL SPENCER TRUSTEE 1.00 X 0 0 0 0 2279196 114705 0 0 1 0 0 522000 2463897 48437 2985897 566588 566588 1942057 1926921 15136 15136 15136 249154 76928 172226 172226 3739847 0 0 753950 614458 614458 104360 104360 14625 14625 26772 26772 312 104 208 19319 5815 6100 7404 32934 16467 16467 8697 2822 5875 216 108 108 SHARED PAYROLL 599769 87944 237543 274282 SERVICES/PROGRAMS - INT 175268 175268 DUES, BOOKS & SUBSCRIPT 84075 81307 1384 1384 EDUCATION 58172 55994 2178 53175 45523 4000 3652 1792152 1170669 312103 309380 709150 895186 504429 910025 29735 28261 46497 46497 215 0 14413480 17183163 7260652 7419188 8991997 9244312 31909658 35680135 78382 62370 65034 56832 143416 119202 X 7687256 9038826 24078986 26522107 31766242 35560933 31909658 35680135 X 1947695 1610456 236540 X X 0 1 X 1 0 X 2801849 2885492 2774536 2851572 2985897 14299346 2801849 2885492 2774536 2851572 2985897 14299346 2274348 12024998 806874 858478 451554 254242 566588 2937736 17237082 0.69760 0.63560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13832312 249940 1137842 73400 15146694 15120586 177809 -1414881 51202 13832312 12805449 109646 2304481 98990 15120586 11572888 731867 780705 280011 12805449 11170857 291418 244077 133464 11572888 0.20898 0.45018 0.34084 0 0 46497 46497 0 0 OTHER INVESTMENTS 7419188 F 7419188 ACCRUED INVESTMENT INCOME 9730 CHARITABLE REMAINDER TRUST 442000 BENEFICIAL INTEREST IN TRUST 8768883 DUE FROM SVHI 23699 9244312 DUE TO SVH 49057 CHARITABLE GIFT ANNUNITIES 5900 DUE TO SVI 1875 56832 5560071 1610456 236540 1846996 3713075 26772 26772 3739847 1765380 0 1765380 26772 26772 1792152 PART V, LINE 4: ENDOWMENT FUNDS ARE USED IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE GIFT IS ADDED TO THE FUND. ALL ENDOWMENTS ACCEPTED SUPPORT THE MISSION OF THE STORMONT-VAIL FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 236,540. BIG HEARTS GOLF TOURNAMENT 249154 249154 26124 20014 30565 225 249154 249154 26124 20014 30565 225 76928 172226 1 CROSSWINDS COUNSELING AND WELLNESS 1000 LINCOLN TOPEKA KS 66801 480666889 501(C)(3) 10000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE FAMILY SERVICE & GUIDANCE CENTER 325 SW FRAZIER AVE TOPEKA KS 66606 480637039 501(C)(3) 10000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE FOR THE CULTURE KS 455 SE GOLF PARK BLVD TOPEKA KS 66605 480543785 501(C)(3) 10000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE KANSAS BOARD OF REGENTS SCHOLARSHIPS 1000 SW JACKSON ST STE 520 TOPEKA KS 66612 GOV. ORG. 35418 0 FUND NURSING SCHOLARSHIPS KANSAS DENTAL CHARITABLE FOUNDATION 5200 SW HUNTOON TOPEKA KS 66604 481260092 501(C)(3) 10000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE MARIAN CLINIC INC DBA MARIAN DENTAL CLINIC SCL HEALTH 3164 SE 6TH AVE TOPEKA KS 66607 481046905 501(C)(3) 7500 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE PAWNEE MENTAL HEALTH SERVICES PO BOX 747 MANHATTAN KS 66505 480846557 501(C)(3) 6000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE RACE AGAINST BREAST CANCER INC PO BOX 4458 TOPEKA KS 66604 481154057 501(C)(3) 8750 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE RONALD MCDONALD HOUSE OF CHARITIES NE KS 825 SW BUCHANAN ST TOPEKA KS 66606 481022967 501(C)(3) 22680 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE SHAWNEE COUNTY MEDICAL SOCIETY HEALTH ACCESS PO BOX 615 TOPEKA KS 66601 481242654 501(C)(3) 9000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE STORMONT-VAIL HEALTHCARE INC 1500 SW 10TH AVE TOPEKA KS 66604 480543789 501(C)(3) 261146 0 SUPPORT HOSPITAL ACTIVITIES SVH COMMUNITY HEALTH ENGAGEMENT DEPARTMENT (#670005) 1500 SW 10TH AVE TOPEKA KS 66604 480543789 501(C)(3) 25000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE THA INC 2010 SE CALIFORNIA AVE TOPEKA KS 66607 200414076 501(C)(3) 10000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE TOPEKA NORTH OUTREACH 210 NW MENNINGER RD TOPEKA KS 66617 480891120 501(C)(3) 10000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE UNIVERSITY OF KANSAS 3901 SW RAINBOW BLVD KANSAS CITY KS 66160 GOV. ORG. 12500 0 FUND NURSING SCHOLARSHIPS WASHBURN UNIVERSITY 1700 SW COLLEGE TOPEKA KS 66621 486030115 MUNICIPAL UNIVERSITY 15625 0 FUND NURSING SCHOLARSHIPS STORMONT-VAIL HEALTH AUXILIARY 1500 SW TENTH AVENUE TOPEKA KS 66604 486140517 501(C)(3) 12500 0 SUPPORT HOSPITAL ACTIVITIES 14 3 CARE LINE - ESTABLISHED IN 1992 TO HELP MEET EMERGENCY NEEDS OF STORMONT VAIL HEALTH PATIENTS AND THEIR FAMILIES WHO HAVE EXHAUSTED ALL OTHER RESOURCES. ASSISTANCE CAN BE IN THE FORM OF CASH, PRESCRIPTION MEDICINE, MEAL PASSES, TRANSPORTATION, CLOTHING, TEMPORARY LODGING AND DURABLE MEDICAL EQUIPMENT. 5836 94483 ANGEL FUND - CREATED TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE FOR THE BASIC LIVING NEEDS OF CANCER PATIENTS AND THEIR FAMILIES INCLUDING CASH, HOUSING, FOOD, UTILITIES, TRANSPORTATION, COSMETIC PROSTHETICS, AND MEDICINES. THE GOAL IS TO PROVIDE SUPPORT AND CARE WITH DIGNITY. THIS SUPPORT HELPS REDUCE THE STRESS OF MAINTAINING DAILY ROUTINES DURING TREATMENT AND CONTRIBUTES TO RETAINING A GOOD QUALITY OF LIFE. 9 2586 DR. LEE FUND - ESTABLISHED TO PROVIDE OUTPATIENT AND CLINIC PATIENTS TRANSPORTATION WHO HAVE NO OTHER MEANS OR FINANCIAL ABILITY TO PAY FOR OTHER TRANSPORTATION. 49 7291 PART I, LINE 2: FOR SCHOLARSHIPS REPORTED IN PART II OF THIS SCHEDULE, THE FOUNDATION PROVIDES SCHOLARSHIPS FOR NURSING STUDENTS AND STUDENTS IN A VARIETY OF HEALTH-RELATED FIELDS ATTENDING UNIVERSITIES AND TECHNICAL COLLEGES THROUGHOUT THE REGION. SOME NURSING SCHOLARSHIPS HAVE MATCHING COMPONENTS UNDERWRITTEN BY THE KANSAS BOARD OF REGENTS. X X 0 1 0 0 0 0 0 0 0 ROBERT KENAGY MD PRESIDENT & CEO STORMONT 0 977501 0 514419 0 0 0 14800 0 32674 0 1539394 0 146250 MICHELLE SCHIERLING MD SECRETARY 0 277172 0 40617 0 0 0 12484 0 0 0 330273 0 0 AMY BURNS PRESIDENT 0 201715 0 45535 0 0 0 10294 0 17367 0 274911 0 0 KEN STONE SVF TREAS./DIR 0 192484 0 29753 0 0 0 9693 0 17393 0 249323 0 0 X 3 48437 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 STORMONT-VAIL HEALTHCARE, INC. IS THE SOLE VOTING MEMBER OF THE STORMONT-VAIL FOUNDATION. STORMONT-VAIL HEALTHCARE, INC. IS A 501(C)(3) EXEMPT NON-PROFIT HEALTH CARE PROVIDER WITH NUMEROUS LOCATIONS IN AND THROUGHOUT TOPEKA AND NORTHEAST KANSAS. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES ARE ELECTED BY THE VOTING MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND THE TREASURER FURNISH A DRAFT OF FORM 990 TO THE FOUNDATION'S FINANCE COMMITTEE FOR A MEETING AT WHICH THE REPORT IS DISCUSSED. THE FINANCE COMMITTEE'S FEEDBACK IS CONSIDERED AND FURTHER DISCUSSED WITH THE PAID PREPARER AS THE BASIS OF MODIFICATIONS, AS APPROPRIATE, IN THE FINAL VERSION OF FORM 990 FOR FILING. THE FINAL, FILED VERSION IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD'S FOUNDATION RELATIONS COMMITTEE REVIEWS CONFLICTS OF INTEREST AND CONFIDENTIALITY STATEMENTS, AND CODE OF CONDUCT CERTIFICATIONS FOR ALL BOARD MEMBERS AND OFFICERS. FORM 990, PART VI, SECTION B, LINE 15 ALTHOUGH THE PRESIDENT AND EXECUTIVE DIRECTOR OF THE STORMONT-VAIL FOUNDATION IS NOT AN EMPLOYEE OF THE STORMONT-VAIL FOUNDATION, THE COMPENSATION OF THAT POSITION IS DETERMINED AS FOLLOWS: THE COMPENSATION COMMITTEE OF STORMONT-VAIL HEALTHCARE (COMPRISED OF THE TWO SENIOR VICE PRESIDENTS, ALL THE VICE PRESIDENTS, AND THE DIRECTORS OF COMPENSATION/BENEFITS AND FINANCE) REVIEW NATIONAL SURVEY DATA FOR THIS POSITION AND PROPOSE A PAY RANGE FOR THE POSITION. THE PRESIDENT AND CEO OF STORMONT-VAIL ALONG WITH THE CHAIR OF THE STORMONT-VAIL FOUNDATION BOARD REVIEWS THE FOUNDATION PRESIDENT AND EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION IS DETERMINED BY THAT REVIEW. COMPENSATION FOR OTHER PERSONS, WHOSE COMPENSATION IS DISCLOSED IN THIS FORM 990 AND SCHEDULE J, IS DETERMINED BY STORMONT-VAIL HEALTHCARE, INC. BOARD OF DIRECTORS, OFFICERS, MANAGEMENT AND/OR IN ACCORDANCE WITH ESTABLISHED POLICIES AND PRACTICES OF HEALTHCARE. ADDITIONAL INFORMATION MAY BE AVAILABLE ON SCHEDULE O FOR STORMONT-VAIL HEALTHCARE, INC.'S FORM 990. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE FOUNDATION INCLUDES A COPY OF ITS AUDITED FINANCIAL STATEMENTS WITH ITS ANNUAL FORM SC FILED WITH THE KANSAS SECRETARY OF STATE. A CONDENSED BALANCE SHEET AND REVENUE AND EXPENSE STATEMENT IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 236,540. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR. STORMONT-VAIL HEALTHCARE INC 1500 SW 10TH ST TOPEKA KS 666041353 480543789 PROVIDES HEALTH AND MEDICAL SERVICES KS 501(C)(3) LINE 3 STORMONT-VAIL HEALTHCARE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 STORMONT-VAIL HEALTHCARE INC C 522000 STORMONT-VAIL HEALTHCARE INC O 569911 STORMONT-VAIL HEALTHCARE INC B 261146 STORMONT-VAIL HEALTHCARE INC R 100000