2024-05-09T11:48:53-05:00 2023-06-30 420714325 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 990 2022-07-01 841757276 WELLSKY FOUNDATION WELL 9133071000 11300 SWITZER RD OVERLAND PARK KS 66210 JOSEPH BEAUDET TREASURER 9133071000 2024-05-08 1 JOSEPH BEAUDET XXX-XX-XXXX 1 KEVIN ENSMINGER P01310558 8167533000 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSEPH BEAUDET 11300 SWITZER RD OVERLAND PARK KS 66210 883456 0 X WWW.WELLSKYFOUNDATION.ORG X 2019 KS OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR VULNERABLE POPULATIONS BY REMOVING SOCIAL BARRIERS TO RECOVERY AND WELLNESS. 7 0 0 20 0 0 502256 577602 0 0 0 0 92141 93175 594397 670777 229000 710000 0 0 0 0 0 0 5815 83178 73529 312178 783529 282219 -112752 701316 588564 0 0 701316 588564 X SEE SCHEDULE OOUR MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR VULNERABLE POPULATIONS BY REMOVING SOCIAL BARRIERS TO RECOVERY AND WELLNESS. THE WELLSKY FOUNDATION IS AN ENGINE FOR CHANGE, FINANCIALLY SUPPORTING ORGANIZATIONS THAT ENABLE CARE AND HEALING FOR PEOPLE, REGARDLESS OF THEIR SOCIOECONOMIC STATUS.WE KNOW THAT CARING FOR THE WHOLE PERSON - CONSIDERING THEIR COMMUNITIES, FAMILIES, AND SOCIAL SUPPORT SYSTEMS - RESULTS IN BETTER OUTCOMES, LOWER COSTS, AND SUSTAINABLE CARE. TOGETHER WITH THE ORGANIZATIONS WE SUPPORT, WE ARE ELEVATING CARE AND CONNECTING PEOPLE TO RESOURCES THAT INCREASE OPPORTUNITIES FOR LASTING HEALTH AND WELLNESS. 0 0 710000 710000 0 WE PARTNER WITH COMMUNITY ORGANIZATIONS THAT SUPPORT PEOPLE FACING SIGNIFICANT CHALLENGES TO THEIR WELL-BEING. IT'S OUR MISSION TO HELP FACILITATE THE LIFE-CHANGING WORK OF ORGANIZATIONS HANDLING THE TOUGHEST SOCIOECONOMIC BARRIERS TO ONGOING HEALTH: HOUSING, FOOD INSECURITY, TRANSPORTATION, AND ISOLATION. WE KNOW THAT TO EMPOWER WHOLE-PERSON CARE FOR EVERYONE AND TO EFFECTIVELY PARTNER WITH ORGANIZATIONS WITH YEARS OF EXPERIENCE ELEVATING CARE IN THEIR COMMUNITIES - WE MUST FIRST DEEPLY UNDERSTAND EACH ISSUE. 710000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 X ANDREA MORGAN 9133071000 11300 SWITZER RD OVERLAND PARK KS 66210 X ANDREA MORGAN PRESIDENT 16.00 0.00 X X 0 0 0 JOSEPH BEAUDET TRESURER 2.00 40.00 X X 0 0 0 ROBERT WEBER SECRETARY 1.00 40.00 X X 0 0 0 DR LISSY HU DIRECTOR 1.00 40.00 X 0 0 0 STEPHEN MORGAN DIRECTOR 2.00 40.00 X 0 0 0 WILLIAM MILLER DIRECTOR 2.00 40.00 X 0 0 0 SHOMA THOMAS DIRECTOR 2.00 40.00 X 0 0 0 0 0 0 0 0 0 0 0 223350 50000 304252 577602 305854 223350 212679 93175 93175 670777 0 0 93175 710000 710000 21655 21655 25048 25048 5580 5580 4532 4532 795 795 3877 3877 FUNDRAISING EXPENSE 5815 5815 6227 6227 783529 710000 67714 5815 701316 588564 701316 588564 0 0 X 701316 588564 701316 588564 701316 588564 -112752 0 X 0 1 X 1 0 X 351624 504564 502256 577602 1936046 351624 504564 502256 577602 1936046 415539 1520507 71701 92141 93175 257017 2193063 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 883456 0 883456 -212679 -212679 670777 996208 212679 212679 783529 0 783529 PART X, LINE 2: THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE THAN LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. THE FOUNDATION IS SUBJECT TO INCOME TAX REGULATIONS IN THE U.S. FEDERAL JURISDICTION AND CERTAIN STATE JURISDICTIONS. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGEMENT TO APPLY. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE APPLICABLE TAX AUTHORITIES FOR THE YEARS BEFORE 2020. IF ANY WERE TO BE INCURRED, THE FOUNDATION'S POLICY IS TO RECORD PENALTIES AND INTEREST ASSESSED BY INCOME TAX AUTHORITIES AS OPERATING EXPENSES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -212,679. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 212,679. GALA 388156 93500 294656 10970 18475 101673 GOLF TOURNAMENT 141048 129850 11198 50129 31432 529204 223350 305854 61099 18475 133105 212679 93175 1 AMERICAN HEART 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(C)(3) 50000 0 GENERAL CASH GRANT CARE BEYOND BLVD PO BOX 860580 SHAWNEE KS 66286 831122028 501(C)(3) 100000 0 GENERAL CASH GRANT CHILD PROTECTION 3101 BROADWAY 750 KANSAS CITY MO 64111 204535728 501(C)(3) 50000 0 GENERAL CASH GRANT CRADLES TO CRAYONS INC 281 NEWTONVILLE AVE NEWTON MA 02460 043584367 501(C)(3) 75000 0 GENERAL CASH GRANT FLORIDA LIONS EYE CLINIC INC 10322 PENNSYLVANIA AVE BONITA SPRINGS FL 34135 450560906 501(C)(3) 10000 0 GENERAL CASH GRANT HEPHZIBAH CHILDREN'S ASSOCIATION 946 NORTH BOULEVARD OAK PARK IL 60301 362167096 501(C)(3) 50000 0 GENERAL CASH GRANT JOY MEADOWS 12400 170TH ST LINWOOD KS 66052 822706195 501(C)(3) 50000 0 GENERAL CASH GRANT KANBE'S MARKET 3119 TERRACE ST KANSAS CITY MO 64111 811505292 501(C)(3) 100000 0 GENERAL CASH GRANT KANSAS CITY HOSPICE INC 9001 STATE LINE ROAD SUITE 300 KANSAS CITY MO 64114 431209344 501(C)(3) 50000 0 GENERAL CASH GRANT MERCY MEDICAL ANGELS 4620 HAYGOOD RD SUITE 3 VIRGINIA BEACH VA 23455 521374161 501(C)(3) 75000 0 GENERAL CASH GRANT MOBILE LOAVES & FISHES 9301 HOG EYE ROAD STE 950 AUSTIN TX 78724 742956081 501(C)(3) 100000 0 GENERAL CASH GRANT 11 0 PART I, LINE 2: WELLSKY HAS AN ESTABLISHED DISTRIBUTION POLICY. GRANTS ARE MADE ON ANNUAL BASIS ACCORDING TO DISTRIBUTION POLICY. FORM 990, PART VI, SECTION A, LINE 2 STEPHEN MORGAN (DIRECTOR) AND ANDREA MORGAN (CHAIRPERSON) ARE A MARRIED COUPLE. WILLIAM MILLER (DIRECTOR), STEPHEN MORGAN (DIRECTOR), ROBERT WEBER (SECRETARY) AND JOSEPH BEAUDET (TREASURER) ARE EXECUTIVES OF WELLSKY CORPORATION FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION SHALL HAVE ONE MEMBER. THE MEMBER SHALL BE WELLSKY CORPORATION, A KANSAS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL HAVE THE POWER TO APPOINT AND REMOVE TRUSTEES AT ANY TIME. FORM 990, PART VI, SECTION A, LINE 7B NONE OF THE FOLLOWING TRANSACTIONS OR ACTIONS MAY BE CONSUMMATED OR UNDERTAKEN UNLESS FIRST APPROVED BY THE MEMBER: 1. ANY AMENDMENTS OF THE ARTICLES OF INCORPORATION OR BYLAWS 2. ANY APPOINTMENT, ELECTION OR REMOVAL OF DIRECTORS 3. ANY INCURRENCE OF INDEBTEDNESS BY THE FOUNDATION IN EXCESS OF $10,000 4. ANY FUNDAMENTAL CHANGE IN CORPORATE FORM (SUCH AS DISSOLUTION, MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION) 5. ANY ORGANIZATION OR FORMATION BY THE FOUNDATION OF ANY AFFILIATE OR SUBSIDIARY TO BE CONTROLLED BY THE FOUNDATION FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WILL BE PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY AN INTERNAL COMMITTEE PRIOR TO FILING. 990 WILL BE PROVIDED TO FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS TO ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. IF A DIRECTOR OR OFFICER HAS AN INTEREST THAT COULD GIVE RISE TO CONFLICT, THAT DIRECTOR OR OFFICER RECUSES THEMSELVES FROM ANY DISCUSSION AND VOTING THAT AFFECTS THEIR INTEREST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. 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