2024-05-01T12:41:36-05:00 2023-06-30 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2022-07-01 431194064 TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION % KATIE GRAY TRUM 8164043430 2310 HOLMES STREET STE 735 KANSAS CITY MO 64108 EMILY PARISH EXECUTIVE DIRECTOR 8166273439 2024-05-15 true EMILY PARRISH XXX-XX-XXXX Michael J Engle P00482834 8162216300 2024-05-15 2 2022 2023-04-26 12:10:37Z UNIVERSITY HEALTH FOUNDATION EMILY PARISH 2310 HOLMES STREET STE 735 KANSAS CITY MO 64108 4094266 false X UHKCGIVING.ORG/ X 1979 MO ORGANIZED TO ACCEPT, HOLD AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF UNIVERSITY HEALTH AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES. 22 22 8 22 0 0 2708229 1846639 280116 193745 824485 44668 -14599 256328 3798231 2341380 11090064 3341757 0 0 640169 766445 313849 150000 250943 1390773 1101479 13434855 5359681 -9636624 -3018301 14721030 13282940 623251 1267615 14097779 12015325 THE UNIVERSITY HEALTH FOUNDATION WAS ORGANIZED TO ACCEPT, HOLD AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF UNIVERSITY HEALTH AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES. false false 4241419 3341757 193745 THE FOUNDATION DISTRIBUTES CONTRIBUTIONS RECEIVED FROM FOUNDATIONS, CORPORATIONS AND INDIVIDUAL DONORS TO UNIVERSITY HEALTH TO IMPROVE PATIENT CARE, PROVIDE CAPITAL EQUIPMENT, RENOVATIONS AND PROGRAM SUPPORT TO VARIOUS DEPARTMENTS OF THE HOSPITAL EACH YEAR. 4241419 true true false true false false false true false true true false false true false false true false false false false false false true true false false true false true false false false false false false false false true true false false false false false false false true 33 0 true 8 true false false false false false true true false false false false false false X 22 22 false false false false false false false true true false false true true true true true true false false false MO X KATIE GRAY 8166273439 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 KIRK ISENHOUR EXECUTIVE DIRECTOR THRU DEC 22 40.0 0.0 X 238834 0 54895 SHARLA PETERS CFO FROM JAN 2023 40.0 0.0 X 89509 0 11186 DIRCK CLARK DIRECTOR 1.0 0.0 X 0 0 0 DOUGLAS Y CURRAN DIRECTOR 1.0 0.0 X 0 0 0 S MARIE MCCARTHER EDD DIRECTOR/VICE CHAIR 1.0 0.0 X X 0 0 0 LISA OSGOOD DIRECTOR 1.0 0.0 X 0 0 0 JAY HOWARD DIRECTOR/VICE CHAIR 1.0 0.0 X X 0 0 0 KIA WALSH DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL T MAYER DIRECTOR/CHAIR-IMMEDIATE PAST 1.0 0.0 X X 0 0 0 MOLLY NAIL DIRECTOR 1.0 0.0 X 0 0 0 JULIE HULL DIRECTOR 1.0 0.0 X 0 0 0 NATASHA ACOSTA MD DIRECTOR 1.0 0.0 X 0 0 0 BRETT FURGUSON DDS DIRECTOR/TREASURER 1.0 0.0 X X 0 0 0 PATTY LEWIS DIRECTOR 1.0 0.0 X 0 0 0 KATHRYN BURGESS DIRECTOR/SECRETARY 1.0 0.0 X X 0 0 0 DANIELLE JEAN-FRANCIOS DIRECTOR 1.0 0.0 X 0 0 0 TRACI JOHNSON MD DIRECTOR 1.0 0.0 X 0 0 0 EVA KARP DIRECTOR 1.0 0.0 X 0 0 0 ELISE KIRCHHOFER DIRECTOR 1.0 0.0 X 0 0 0 DRED SCOTT EDD DIRECTOR 1.0 0.0 X 0 0 0 EMILY PARISH EXECUTIVE DIRECTOR FROM JAN 23 40.0 0.0 X 0 0 0 328343 0 66081 1 false true false 0 299950 1546689 23250 1846639 PROGRAM SERVICE REVENUE 900099 193745 193745 193745 270088 270088 0 0 0 0 0 1486391 1711811 -225420 -225420 -225420 103303 299950 41075 62228 62228 0 0 0 0 0 0 BAD DEBT RECOVERY 900099 194100 194100 194100 2341380 193745 0 300996 3341757 3341757 0 0 0 470525 470525 0 198940 157163 41777 23000 18170 4830 51342 40560 10782 22638 17884 4754 0 84 84 88654 88654 135000 81000 54000 150000 150000 10094 10094 0 0 2446 2446 0 0 0 75 75 0 12451 12451 0 0 0 0 Project Expenditures 624917 624917 Direct Fund Expense 193745 193745 Equipment & Rental 33579 7305 26274 _ 0 434 434 5359681 4241419 867319 250943 388808 509399 923920 957400 2629563 138310 0 0 0 0 0 0 0 0 0 0 26975 35634 58203 58203 9273715 10140898 0 0 0 0 0 0 1478049 1501299 14721030 13282940 232703 306821 390548 960794 0 0 0 0 0 0 0 0 0 0 0 0 0 0 623251 1267615 X 3629279 5064406 10468500 6950919 14097779 12015325 14721030 13282940 -3018301 935847 X false true X true false X 12572490 4556936 6863548 2708229 1846639 28547842 0 0 12572490 4556936 6863548 2708229 1846639 28547842 15175590 13372252 281035 274631 371198 336684 270088 1533636 0 0 0 0 0 0 0 0 0 0 194100 194100 30275578 1388310 0.44168 0.50059 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 135000 135000 5224681 5359681 417984 104496 319084 578158 809243 417984 2124469 3186704 66122 103000 150000 135000 454122 79771 144540 202311 104496 531118 796677 0 0 0 0 0 23250 1501299 X false 3562640 109617 362281 108513 3926025 4576540 507830 506070 4578300 3555670 1026262 5392 4576540 3511267 5000 26539 129274 3413532 3355388 5000 151452 9314 3502526 0.00000 0.72000 0.28000 true false 58203 58203 0 0 Collections 1501299 1501299 3124202 935847 41075 976922 2147280 194100 194100 2341380 5206656 41075 41075 5165581 194100 194100 5359681 SCHEDULE D, PART III, LINE 4 CERTAIN WORKS OF ART ARE EXHIBITED THROUGHOUT THE HOSPITAL FOR GUESTS AND PATIENTS TO VIEW. SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF SIX INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THESE INTENTIONS INCLUDE: SUPPORTING INFECTIOUS DISEASE EDUCATION AT UNIVERSITY HEALTH. SUPPORTING THE WOMEN'S HEALTH DEPARTMENT AT UNIVERSITY HEALTH. SUPPORTING THE TRAUMA DEPARTMENT AT UNIVERSITY HEALTH. PROVIDING PROGRAM SUPPORT TO BEHAVIORAL HEALTH AT UNIVERSITY HEALTH. SUPPORTING THE UNRESTRICTED NEEDS OF UNIVERSITY HEALTH. SUPPORTING ALZHEIMER UNIT AT UNIVERSITY HEALTH. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT. UNDER THE FOUNDATION'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE AND PROTECT ASSETS BY EARNING A TOTAL RETURN FOR EACH ENDOWMENT APPROPRIATE TO EACH FUND'S TIME HORIZON, LIQUIDITY NEEDS AND RISK TOLERANCE. THE FOUNDATION HAS A POLICY (THE SPENDING POLICY) OF APPROPRIATING FOR EXPENDITURE EACH YEAR THE LESSER OF 5% OF ITS ENDOWMENT FUND'S FAIR VALUE OR THE FUND'S NET INCOME THROUGH THE YEAR END PRECEDING THE YEAR IN WHICH EXPENDITURE IS PLANNED. 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. SCHEDULE D, PART XI, LINE 2D FUNDRAISING EXPENSES $ 41,075 SCHEDULE D, PART XI, LINE 4B BAD DEBT RECOVERY $ 194,100 SCHEDULE D, PART XII, LINE 2D FUNDRAISING EXPENSES $ 41,075 SCHEDULE D, PART XII, LINE 4B BAD DEBT RECOVERY $ 194,100 X true AUGEO EXPERIENCES LLC EVENT MANAGEMENT false 282403 150000 132403 282403 150000 132403 All States GOLF BABY GOLF 120850 97500 23350 6544 8610 566 100 3238 FOR LOVE OF KC 282403 202450 79953 12609 2000 7408 0 403253 299950 103303 19153 8610 566 2100 10646 41075 62228 true UNIVERSITY HEALTH 2301 HOLMES STREET KANSAS CITY MO 64108 440661018 501(C)(3) 3341757 EQUIPMENT & PROGRAMS 1 0 SCHEDULE I, PART I, LINE 2 GRANTS ARE REIMBURSED AFTER EXPENDITURES ARE MADE. GRANTS ALSO INCLUDE PAYMENTS OF EXPENDITURES MADE ON BEHALF OF UNIVERSITY HEALTH. SUPPORTING DOCUMENTATION FOR ALL GRANT EXPENDITURES ARE CAREFULLY REVIEWED FOR COMPLIANCE TO THE GRANT GUIDELINES. false true false false false false false false false KIRK ISENHOUR EXECUTIVE DIRECTOR THRU DEC 22 221985 0 15190 0 1659 0 45112 0 9783 0 293729 0 0 0 FORM 990, PART VII AND SCHEDULE J, PART II THE COMPENSATION BEING REPORTED IS PAID BY UNIVERSITY HEALTH AND THE FOUNDATION REIMBURSES UNIVERSITY HEALTH. SCHEDULE J, PART I, LINE 3 THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR IS DETERMINED BY UNIVERSITY HEALTH. UNIVERSITY HEALTH CONDUCTED A COMPENSATION DATA STUDY THAT INCLUDED REVIEWS OF COMPENSATION FOR SIMILAR ORGANIZATIONS WITHIN THE LOCAL AREA OF SIMILAR SIZE AND REVENUES. THE BOARD OF DIRECTORS FOR UNIVERSITY HEALTH TOOK THE INFORMATION THAT WAS GATHERED AND USED IT TO DETERMINE AND REVIEW THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR. SCHEDULE J, PART I, LINE 4B Kirk Isenhour participated in a supplemental nonqualified retirement plan. $35,540 WAS ACCRUED TO THE PLAN DURING THE TAX YEAR. X 8 23250 MKT VALUE APPRAISAL 0 false true false SCHEDULE M, PART I, COLUMN B THE INFORMATION PRESENTED IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN PROVIDED TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS OR CONCERNS THE BOARD MAY HAVE ARE ADDRESSED AND ANY CONCERNS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS COMPLETE AND SIGN AN ANNUAL DISCLOSURE DOCUMENT. EACH MEMBER AND OFFICER IS REQUIRED TO IMMEDIATELY DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST AND MUST ENSURE THEY HAVE NO DISCUSSION OR INVOLVEMENT IN THESE MATTERS. WHEN VOTING ON A MATTER WHERE AN ACTUAL OR PERCEIVED CONFLICT EXISTS, THE CONFLICTED PARTY MUST ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.