2025-08-14T09:39:49-05:00 2024-09-30 481066439 BT&CO PA 4301 SW HUNTOON ST TOPEKA KS 66604 990 2023-10-01 480980926 STORMONT-VAIL FOUNDATION C/O CORPORATE FINANCE STOR 7853545623 1500 SW 10TH AVENUE TOPEKA KS 66604 ABIGAIL THOMAS TREASURER 7853545623 2025-08-11 1 1 LOUIS DREW WILLIAMS P02420747 7852343427 2025-08-11 2023 2025-03-06 01:10:19Z AMY BURNS 1500 SW 10TH AVENUE TOPEKA KS 66604 11931915 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." 25 22 0 22 0 0 2985897 4954481 0 0 581724 1160165 172226 174236 3739847 6288882 718818 2630918 0 0 0 0 0 0 333605 1073334 1023222 1792152 3654140 1947695 2634742 35680135 43730758 119202 159119 35560933 43571639 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 2022262 2022262 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. 136164 121735 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. 73408 73408 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. 40728 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 713019 413513 OTHER COMMUNITY SUPPORT:THE FOUNDATION MAKES GRANTS/SPONSORSHIPS TO OTHER COMMUNITY CHARITIES ON BEHALF OF THE STORMONT-VAIL HEALTHCARE SYSTEM. 753747 413513 2985581 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 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KS X ABIGAIL THOMAS 7853545620 1500 SW 10TH AVENUE TOPEKA KS 66604 KEN STONE SVF TREAS./DIR 4.00 46.00 X X 0 195515 29850 THERESA BRAMLAGE TRUSTEE 1.00 X 0 0 0 VIVIEN OLSEN TRUSTEE 1.00 X 0 0 0 DAVID O'NEAL TRUSTEE 1.00 X 0 0 0 MATT CROCKER TRUSTEE 1.00 3.00 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 BILLY SKROBACZ TRUSTEE 1.00 X 0 0 0 LIZ STEFFEN TRUSTEE 1.00 X 0 0 0 LINDSAY FREEMAN SECRETARY 1.00 X X 0 0 0 AMY BURNS PRESIDENT 49.00 1.00 X X 0 254965 31255 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 DAINA WILLIAMS TRUSTEE 1.00 X 0 0 0 ROBERT KENAGY MD PRESIDENT & CEO STORMONT 1.00 49.00 X 0 1206518 60966 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 1656998 122071 0 0 1 0 0 795397 4159084 66285 4954481 752286 752286 5968095 5560216 407879 407879 407879 257053 82817 174236 174236 6288882 0 0 1334401 2435775 2435775 195143 195143 12625 12625 29264 29264 1115 1115 15895 4247 7321 4327 37358 18679 18679 13097 88 1839 11170 SHARED PAYROLL 675473 125311 255061 295101 DUES, BOOKS & SUBSCRIPT 75458 74038 710 710 SERVICES/PROGRAMS - INT 70119 69663 228 228 EDUCATION 42147 40728 1419 50671 39473 7808 3390 3654140 2985581 334954 333605 895186 2685337 910025 1583944 28261 29671 46497 46497 0 0 17183163 19945373 7419188 8078322 9244312 11408111 35680135 43730758 62370 93249 56832 65870 119202 159119 X 9038826 12396448 26522107 31175191 35560933 43571639 35680135 43730758 X 2634742 3215524 2160440 X X 0 1 X 1 0 X 2885492 2774536 2851572 2985897 4954481 16451978 2885492 2774536 2851572 2985897 4954481 16451978 2125059 14326919 858478 451554 254242 566588 752286 2883148 19335126 0.74100 0.69760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15146694 185403 1800995 79610 17053482 13832312 249940 1137842 73400 15146694 15120586 177809 -1414881 51202 13832312 12805449 109646 2304481 98990 15120586 11572888 731867 780705 280011 12805449 0.21600 0.40153 0.38247 0 0 46497 46497 0 0 OTHER INVESTMENTS 8078322 F 8078322 ACCRUED INVESTMENT INCOME 11628 CHARITABLE REMAINDER TRUST 453000 BENEFICIAL INTEREST IN TRUST 10918883 DUE FROM SVHI 24600 11408111 DUE TO SVH 59541 CHARITABLE GIFT ANNUNITIES 829 DUE TO SVI 5500 65870 11635582 3215524 2160440 5375964 6259618 29264 29264 6288882 3624876 0 3624876 29264 29264 3654140 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 2,160,440. BIG HEARTS GOLF TOURNAMENT 257053 257053 32056 25019 25461 281 257053 257053 32056 25019 25461 281 82817 174236 1 STORMONT-VAIL HEALTHCARE INC 1500 SW 10TH AVE TOPEKA KS 66604 480543789 501(C)(3) 2023622 0 SUPPORT HOSPITAL ACTIVITIES GEARY COUNTY FOOD PANTRY 138 W 3RD ST JUNCTION CITY KS 66441 481072313 501(C)(3) 50000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE CKF ADDICTION TREATMENT 617 E ELM STREET SALINA KS 67401 480729691 501(C)(3) 25000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE STORMONT-VAIL HEALTH AUXILIARY 1500 SW TENTH AVENUE TOPEKA KS 66604 486140517 501(C)(3) 12500 0 SUPPORT HOSPITAL ACTIVITIES YWCA 225 SW 12TH ST TOPEKA KS 66612 480556758 501(C)(3) 11000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE VALEO BEHAVIORAL HEALTH CARE 330 SW OAKLEY TOPEKA KS 66606 480730326 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 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 MARCH OF DIMES PO BOX 18819 ATLANTA GA 31126 131846366 501(C)(3) 10000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE MIDLAND CARE CONNECTION INC 200 SW FRAZIER CIRCLE TOPEKA KS 66606 480883888 501(C)(3) 10000 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE CROSSWINDS COUNSELING AND WELLNESS 1000 LINCOLN TOPEKA KS 66801 480666889 501(C)(3) 10000 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) 10000 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 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 JAYHAWK AREA COUNCIL BOY SCOUTS OF AMERICA 1020 SE MONROE ST TOPEKA KS 66612 480543748 501(C)(3) 8750 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE LIVE WELL SHAWNEE COUNTY 1527 SW FAIRLAWN RD TOPEKA KS 66604 480561978 COALITION 7500 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE TOPEKA PUBLIC SCHOOLS FOUNDATION 624 SW 24TH ST TOPEKA KS 66611 481017759 501(C)(3) 5500 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE DELTA PHI CHAPTER OMEGA PSI PHI FRATERNITY 1110 ST MARYS RD STE 106 JUNCTION CITY KS 66441 923691481 501(C)(3) 5290 0 COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE 18 1 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. 9783 107451 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. 24 6171 DR. LEE FUND - ESTABLISHED TO PROVIDE OUTPATIENT AND CLINIC PATIENTS TRANSPORTATION WHO HAVE NO OTHER MEANS OR FINANCIAL ABILITY TO PAY FOR OTHER TRANSPORTATION. 100 8113 SCHOLARSHIPS 48 73408 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 1030514 0 0 0 176004 0 15750 0 45216 0 1267484 0 153750 AMY BURNS PRESIDENT 0 208872 0 45334 0 759 0 11013 0 20242 0 286220 0 0 KEN STONE SVF TREAS./DIR 0 193527 0 0 0 1988 0 10201 0 19649 0 225365 0 0 X 2 66285 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 2,160,440. 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 795397 STORMONT-VAIL HEALTHCARE INC O 650165 STORMONT-VAIL HEALTHCARE INC B 2023622 STORMONT-VAIL HEALTHCARE INC R