2025-01-29T09:53:28-06:00 2024-06-30 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2023-07-01 431356176 LIBERTY HOSPITAL FOUNDATION LIBE 8167927014 2525 GLEN HENDREN DRIVE LIBERTY MO 64069 MICHAEL C RUSSELL EXECUTIVE DIRECTOR 8167927014 2025-01-27 1 0 RICH A BILI P00310364 9133383500 2025-01-27 2023 2025-03-06 01:10:19Z MICHAEL C RUSSELL 2525 GLEN HENDREN DRIVE LIBERTY MO 64069 13284819 0 X WWW.LIBERTYHOSPITALFOUNDATION.ORG X 1984 MO THE LIBERTY HOSPITAL FOUNDATION SUPPORTS PATIENTS, INDIVIDUALS, FAMILIES, AND EMPLOYEES IN THE LIBERTY HOSPITAL COMMUNITY BY CREATING, FUNDING, AND PROMOTING PROGRAMS THAT IMPROVE HEALTH, EDUCATION, WELLNESS, AND CARE. 13 13 4 650 0 0 1006839 1285177 0 0 352649 1188363 -74071 -102206 1285417 2371334 666802 1973059 0 0 396970 510156 91288 14750 147064 228633 206146 1383693 2704111 -98276 -332777 7468401 6373605 687886 329936 6780515 6043669 THE LIBERTY HOSPITAL FOUNDATION SUPPORTS PATIENTS, INDIVIDUALS, FAMILIES, AND EMPLOYEES IN THE LIBERTY HOSPITAL COMMUNITY BY CREATING, FUNDING, AND PROMOTING PROGRAMS THAT IMPROVE HEALTH, EDUCATION, WELLNESS, AND CARE. 0 0 2188567 1856157 293 TREEHOUSE AT UKHS-LIBERTY - SINCE 2005, OVER 49,000 PATIENTS AND FAMILIES STAYED AT THE TREEHOUSE. THE TREEHOUSE IS A HOSPITALITY HOUSE THAT IS LOCATED ON UKHS-LIBERTY'S MAIN CAMPUS. THANKS TO THE ONGOING GENEROSITY OF INDIVIDUAL DONORS, THIS ONE-OF-A-KIND HOSPITALITY HOUSE CONTINUES TO PROVIDE COMFORTABLE, PEACEFUL LODGING CLOSE TO UKHS-LIBERTY, REGARDLESS OF A GUEST'S ABILITY TO PAY. 55646 47194 THE PATIENT ASSISTANCE PROGRAM ENCOMPASSES THE FOUNDATION'S PRIMARY HEALTH CARE INITIATIVES. THE MEDICATION ASSISTANCE PROGRAM (MAP), ESTABLISHED IN 2014, PROVIDES PATIENTS WITH RESOURCES TO HELP FIND AFFORDABLE, LIFE-SUSTAINING MEDICATIONS AND ESTABLISHES PRIMARY CARE PHYSICIANS TO SUPPORT THEIR LONG-TERM HEALTH. THE PROGRAM HAS EXPANDED TO PROVIDE ADDITIONAL TRANSPORTATION AND HOME HEALTH RESOURCES FOR PATIENTS ACROSS THE LIBERTY HOSPITAL AFFILIATED CLINICS AND PHYSICIAN PRACTICES. IN 2024, 998 RIDES WERE PROVIDED TO PATIENTS TO ENSURE THEIR CONTINUED CARE AND TREATMENT AT UKHS-LIBERTY. THE PROGRAM ALSO HOUSES THE STUDENT ASSISTANCE PROGRAM WHICH ALLOWS LIBERTY PUBLIC SCHOOLS TO PROVIDE VOUCHERS TO UNDERINSURED OR UNINSURED STUDENTS IN NEED OF ACUTE CARE AND PHYSICALS. 82191 69708 THE HUGHES FAMILY ASSISTANCE FUND WAS ESTABLISHED IN 2012 TO PROVIDE RELIEF TO UKHS-LIBERTY EMPLOYEES FACING TIMES OF UNEXPECTED CRISIS. TO DATE THE FUND HAS PROVIDED OVER 230 FAMILIES WITH OVER $225,000 IN ASSISTANCE. THROUGH THE EMPLOYEE GIVING CAMPAIGN, THIS FUND WILL CONTINUE TO BE SUSTAINED THROUGH THE ONGOING DONATIONS FROM FELLOW HOSPITAL EMPLOYEES. 2326404 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 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 0 0 0 0 1 3 0 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MO X X THE ORGANIZATION 8167927014 2525 GLEN HENDREN DRIVE LIBERTY MO 64069 RACHEL CALDWELL-MULLINS BOARD MEMBER 0.50 X 0 0 0 STEPHANIE GREEN PRESIDENT ELECT 5.00 X X 0 0 0 JODI SUNDARAM BOARD MEMBER 0.50 X 0 0 0 CHAD FLEMING BOARD MEMBER 0.50 X 0 0 0 ETHAN HOLLOWAY BOARD MEMBER 0.50 X 0 0 0 CJ BURKS BOARD MEMBER 0.50 X 0 0 0 TROY DIETRICH BOARD MEMBER 0.50 X 0 0 0 VICKI HAAS BOARD MEMBER 0.50 X 0 0 0 SHAWN BARBER TRUSTEE 0.50 X 0 0 0 MICHAEL PATTON TREASURER 5.00 X X 0 0 0 JOE EDMONDSON PRESIDENT 5.00 X X 0 0 0 DANIEL FORBES PAST PRESIDENT 5.00 X X 0 0 0 KATELYN PEREGRINE SECRETARY 5.00 X X 0 0 0 MICHAEL C RUSSELL EXECUTIVE DIRECTOR 40.00 X 153725 0 0 153725 0 0 1 0 1 0 0 184439 14171 1086567 39461 1285177 194818 194818 11701474 10707929 993545 993545 993545 103057 184439 205556 -102499 -102499 MISCELLANEOUS REVENUE 624100 293 293 293 2371334 293 0 1085864 1856157 1856157 116902 116902 155942 81090 45223 29629 310560 161491 90063 59006 827 430 240 157 14641 7613 4246 2782 28186 14657 8174 5355 16950 16950 14750 14750 35742 35742 30892 30892 12575 2533 301 9741 24566 4299 13415 6852 13412 13412 14964 11634 2220 1110 1969 657 657 655 PROGRAM ACTIVITIES 38049 38049 GIFTS AND RECOGNITION 17027 17027 2704111 2326404 230643 147064 607481 74377 12844 6500 4337 4145 5690 22118 12132 11955 9986 3987445 4395407 2837187 1866115 13688 4849 7468401 6373605 159058 152796 521188 165000 7640 12140 687886 329936 X 6167307 5777255 613208 266414 6780515 6043669 7468401 6373605 -332777 -454898 50829 0 X 0 1 X 1 0 X 560324 408102 841148 1006839 1285177 4101590 560324 408102 841148 1006839 1285177 4101590 1114319 2987271 171868 142577 142629 135949 194818 787841 293 293 4889724 0.61090 0.78190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6322249 667265 1303823 5685691 5873418 555573 106742 6322249 6924096 -770678 280000 5873418 5617021 1386739 79664 6924096 5636132 225998 231781 13328 5617021 0.95741 0.04259 0 0 22118 12132 9986 9986 BAIRD AGGREGATE BOND FUND-IS 468368 F COMMERCE BOND FUND #333 1014125 F DODGE & COX INCOME FUND 383622 F 1866115 X 2114081 -454898 39123 194264 -221511 2335592 35742 35742 2371334 2901756 39123 194264 233387 2668369 35742 35742 2704111 PART V, LINE 4: THE PERMANENT ENDOWMENT HAS BEEN ESTABLISHED FOR THE OPERATION OF THE HOSPITALITY HOUSE. THE BOARD-DESIGNATED QUASI-ENDOWMENT MANAGED BY UMB BANK IS ONLY FOR 10% SPENDING IN ANY GIVEN YEAR. PART X, LINE 2: THE FOUNDATION HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY THE TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2024, AND ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 194,264. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 194,264. HALF MARATHON 140846 92126 48720 41823 1608 46641 GOLF TOURNAMENT 68756 39316 29440 32521 4874 12436 2 77894 52997 24897 20128 20915 24610 287496 184439 103057 94472 27397 83687 205556 -102499 1 NEW LIBERTY HOPITAL DISTRICT 2525 GLENN HENDREN DRIVE LIBERTY MO 64068 430977042 501(C)(3) 1856157 0 PATIENT ASSISTANCE AND TREEHOUSE RENOVATION CAMPAIGN 1 0 PROFESSIONAL EDUCATION 9 27759 FAMILY ASSISTANCE 59 41949 PATIENT ASSISTANCE 1160 47194 PART I, LINE 2: THE FOUNDATION REIMBURSED THE HOSPITAL FOR SCHOLARSHIPS GIVEN BY THE HOSPITAL. THE FOUNDATION MANAGES THE PROCESS OF SELECTING THE RECIPIENTS. THERE ARE GUIDELINES AND AN APPLICATION ON THE WEBSITE AND THE SELECTION CRITERIA ARE DECIDED BY A COMMITTEE CHAIRED BY A FOUNDATION BOARD MEMBER. THE POOL IS NARROWED BY THE COMMITTEE AND THEN A SELECTION IS MADE BY THE FOUNDATION. THE CHECK IS MADE PAYABLE TO THE SCHOOL AND THE STUDENT. THE HUGHES FAMILY ASSISTANCE FUND WAS CREATED TO ASSIST QUALIFIED LIBERTY HOSPITAL EMPLOYEES IN SPECIFIC DEFINED CRISIS SITUATIONS. ALL REQUESTS FOR ASSISTANCE UNDERGO AN APPLICATION/APPROVAL PROCESS THROUGH THE FUND COMMITTEE. THE MAXIMUM AMOUNT OF A GRANT IS NORMALLY $500, BUT IS SUBJECT TO THE DISCRETION OF THE FUND COMMITTEE. DISTRIBUTION OF FUNDS WILL BE MADE DIRECTLY TO CREDITORS WHENEVER POSSIBLE. PROFESSIONAL EDUCATION - THE COLLEGE SHALL HOLD, INVEST AND REINVEST THE PRESENT AND ALL ADDITIONAL FUNDS AND GIFTS DELIVERED TO IT EITHER PRESENTLY OR IN THE FUTURE, FOR THE LIBERTY HOSPITAL RN/BSN SCHOLARSHIP, BY DONOR OR ANY OTHER PERSONS AND SHALL DISPOSE OF ALL SUCH FUNDS. THE FUNDS FROM THE LIBERTY HOSPITAL RN/BSN SCHOLARSHIP SHALL BE USED EACH YEAR TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS FROM LIBERTY HOSPITAL AS SELECTED BY THE COLLEGE'S FINANCIAL AID PROCESS AND DEPARTMENT OF NURSING. THE LIBERTY HOSPITAL FOUNDATION LIVEWELL GRANT PROGRAM - THROUGH THIS PROGRAM, THE FOUNDATION PROVIDES GRANT FUNDING TO LOCAL NON-PROFIT AGENCIES TO IMPROVE HEALTH OUTCOMES FOR THE RESIDENTS OF THE LIBERTY HOSPITAL SERVICE AREA. THE FOUNDATION RECOGNIZES THE VALUE OF THESE AGENCIES AND IS EXCITED TO OFFER THIS FUNDING OPPORTUNITY TO ASSIST WITH INITIATIVES THAT WILL POSITIVELY IMPACT THE HEALTH OF THE COMMUNITY. THE MISSION OF THE LIVEWELL GRANT PROGRAM IS TO POSITIVELY IMPACT THE HEALTH OF THE LIBERTY HOSPITAL COMMUNITY THROUGH EARLY DETECTION, WELLNESS AND PREVENTION, COMMUNITY HEALTH INITIATIVES, DIRECT HEALTHCARE SERVICES, AND GENERAL ACCESS TO HEALTH CARE BY THE MEDICALLY UNDER-INSURED AND UNDER-SERVED. EACH REQUEST IS REVIEWED ON IT'S OWN MERIT FOR IT'S ABILITY TO HELP IMPROVE THE HEALTH OF OUR COMMUNITY. ALL RECIPIENTS ARE REQUIRED TO SUBMIT A 6 AND 12 MONTH REPORT. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL C RUSSELL EXECUTIVE DIRECTOR 153725 0 0 0 0 0 0 0 0 0 153725 0 0 0 PART I, LINE 3 THE ANNUAL REVIEW AND COMPENSATION DETERMINATION FOR THE EXECUTIVE DIRECTOR IS CONDUCTED BY THE EXECUTIVE COMMITTEE UTILIZING FEEDBACK FROM THE ENTIRE BOARD OF TRUSTEES, STAFF, AND OTHER KEY STAKEHOLDERS. COMPARABILITY DATA BASED ON NATIONAL AND LOCAL STUDIES IS CONSIDERED ALONG WITH PERFORMANCE WHEN DETERMINING COMPENSATION. THE ANNUAL REVIEW AND COMPENSATION DETERMINATION FOR KEY EMPLOYEES IS CONDUCTED BY THE EXECUTIVE DIRECTOR AND SHARED WITH THE TREASURER AND EXECUTIVE COMMITTEE, INCLUDING THE PRESIDENT, PRIOR TO APPROVAL. THE COMPENSATION DETERMINATION PROCESS IS DOCUMENTED IN MEETING MINUTES. X 3 8325 FAIR MARKET VALUE X OTHER NON-CASH FUNDRAISER CONTRIBUTIONS 4 19844 FAIR MARKET VALUE X FUNDRAISER AUCTION ITEMS 36 11292 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION RECEIVES DONATIONS OF SECURITIES AND USES A THIRD PARTY BROKERAGE FIRM TO HOLD AND SELL THESE SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PRESENTED TO THE BOARD FOR REVIEW. QUESTIONS AND COMMENTS ARE DISCUSSED AT A BOARD MEETING PRIOR TO APPROVAL AND FILING OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ANY BOARD MEMBER WITH A CONFLICT OF INTEREST TO RECUSE THEMSELVES FROM DISCUSSION AND DECISION MAKING RELATIVE TO THE CONFLICT OF INTEREST. THE CONFLICT OF INTEREST POLICY IS ALSO REVIEWED AT BOARD MEETINGS AND TRAININGS SEVERAL TIMES THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL REVIEW AND COMPENSATION DETERMINATION FOR THE EXECUTIVE DIRECTOR IS CONDUCTED BY THE EXECUTIVE COMMITTEE UTILIZING FEEDBACK FROM THE ENTIRE BOARD OF TRUSTEES, STAFF, AND OTHER KEY STAKEHOLDERS. COMPARABILITY DATA BASED ON NATIONAL AND LOCAL STUDIES IS CONSIDERED ALONG WITH PERFORMANCE WHEN DETERMINING COMPENSATION. THE ANNUAL REVIEW AND COMPENSATION DETERMINATION FOR KEY EMPLOYEES IS CONDUCTED BY THE EXECUTIVE DIRECTOR AND SHARED WITH THE TREASURER AND EXECUTIVE COMMITTEE, INCLUDING THE PRESIDENT, PRIOR TO APPROVAL. THE COMPENSATION DETERMINATION PROCESS IS DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL REPORTS ARE PRODUCED AND SENT TO CONSTITUENTS AND STAKEHOLDERS. THE ORGANIZATION'S BY-LAWS ARE AVAILABLE ON THEIR WEBSITE.