STORMONT VAIL FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STORMONT VAIL FOUNDATION (EIN 48-0980926)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-11
- IRS object ID
- 202202239349301980
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-11T17:52:34-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481066439 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BT&CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 SW HUNTOON ST | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480980926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STORMONT-VAIL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CORPORATE FINANCE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOR | BusinessNameControlTxt |
| Phone | 7853545623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 SW 10TH AVENUE | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH L STONE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7853545623 | PhoneNum |
| Signature | 2022-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | STONE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS DREW WILLIAMS | PreparerPersonNm |
| PTIN | P02420747 | PTIN |
| Phone | 7852343427 | PhoneNum |
| Preparation | 2022-08-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY BURNS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 SW 10TH AVENUE | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,684,214 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STORMONTVAIL.ORG/STORMONT-VAIL-FOUNDATION/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | 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." | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,885,493 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,774,536 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $950,530 | PYInvestmentIncomeAmt |
| CY Investment Income | $517,916 | CYInvestmentIncomeAmt |
| PY Other Revenue | $150,796 | PYOtherRevenueAmt |
| CY Other Revenue | $187,526 | CYOtherRevenueAmt |
| PY Total Revenue | $3,986,819 | PYTotalRevenueAmt |
| CY Total Revenue | $3,479,978 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $342,653 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $521,976 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $298,897 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,776,195 | PYOtherExpensesAmt |
| CY Other Expenses | $1,461,191 | CYOtherExpensesAmt |
| PY Total Expenses | $2,118,848 | PYTotalExpensesAmt |
| CY Total Expenses | $1,983,167 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,867,971 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,496,811 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,225,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,708,997 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $133,543 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $348,484 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,091,581 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,360,513 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $563,986 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $199,213 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,700 | ExpenseAmt |
| Grant | $98,700 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $13,096 | 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 | |
| $508,326 | OTHER COMMUNITY SUPPORT:THE FOUNDATION MAKES GRANTS/SPONSORSHIPS TO OTHER COMMUNITY CHARITIES ON BEHALF OF THE STORMONT-VAIL HEALTHCARE SYSTEM. | $423,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $521,422 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $423,276 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,383,321 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH L STONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7853545620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 SW 10TH AVENUE | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| KEN STONE | |||||||
| SVF TREAS./DIR | 4.00 | 46.00 | Yes (X) | Yes (X) | $0 | $225,600 | $21,346 |
| TARA DIMICK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATALIE HAAG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT PALMBERG MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA SHARP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY TOMPKINS EDD | |||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANET DULOHERY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIRANDA CARMONA JD | |||||||
| IMMEDIATE PAST CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMANDA KIEFER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYN RANTZ EDD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY HOLDREN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICK URBAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY BURNS | |||||||
| PRESIDENT | 49.00 | 1.00 | Yes (X) | Yes (X) | $0 | $213,266 | $28,384 |
| RANDY AUSTIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER BIRKBECK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE GIGOUS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLINT PATTY | |||||||
| VICE-CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE SCHIERLING MD | |||||||
| SECRETARY | 1.00 | 49.00 | Yes (X) | Yes (X) | $0 | $260,700 | $12,847 |
| DAINA WILLIAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KENAGY MD | |||||||
| PRESIDENT & CEO STORMONT | 1.00 | 49.00 | Yes (X) | $0 | $1,227,105 | $47,574 | |
| ERROL WILLIAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROCKY TAYLOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT GLASSCOCK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NOEL ETZEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCUS BASSETT MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRAVIS STRYKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,926,671 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $110,151 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,066,759 | RelatedOrganizationsAmt |
| All Other Contributions | $1,707,777 | AllOtherContributionsAmt |
| Noncash Contributions | $26,851 | NoncashContributionsAmt |
| Total Contributions | $2,774,536 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $451,554 | TotalRevenueColumnAmt |
| Exclusion | $451,554 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,219,117 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,152,755 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,362 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,362 | TotalRevenueColumnAmt |
| Exclusion | $66,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $239,007 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $51,481 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $187,526 | TotalRevenueColumnAmt |
| Exclusion | $187,526 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,479,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $705,442 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,891 | TotalAmt |
| Program Services | $349,891 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,085 | TotalAmt |
| Program Services | $172,085 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,010 | TotalAmt |
| Management And General | $11,010 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,492 | TotalAmt |
| Management And General | $25,492 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242 | TotalAmt |
| Management And General | $81 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278 | TotalAmt |
| Program Services | $278 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,705 | TotalAmt |
| Program Services | $2,236 | ProgramServicesAmt |
| Management And General | $5,508 | ManagementAndGeneralAmt |
| Fundraising | $4,961 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,368 | TotalAmt |
| Management And General | $23,684 | ManagementAndGeneralAmt |
| Fundraising | $23,684 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,136 | TotalAmt |
| Program Services | $644 | ProgramServicesAmt |
| Management And General | $294 | ManagementAndGeneralAmt |
| Fundraising | $1,198 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288 | TotalAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
| Fundraising | $144 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SHARED PAYROLL | $577,241 | $83,253 | $230,074 | $263,914 |
| DESIGNATED DISBURSEMENT | $564,009 | $563,986 | $23 | |
| SERVICES/PROGRAMS - INT | $79,185 | $79,171 | $7 | $7 |
| DUES, BOOKS & SUBSCRIPT | $76,073 | $75,098 | $975 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,164 | TotalAmt |
| Program Services | $56,679 | ProgramServicesAmt |
| Management And General | $4,632 | ManagementAndGeneralAmt |
| Fundraising | $3,853 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,983,167 | TotalAmt |
| Program Services | $1,383,321 | ProgramServicesAmt |
| Management And General | $300,949 | ManagementAndGeneralAmt |
| Fundraising | $298,897 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,460,440 | BOYAmt |
| EOY | $1,595,500 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,151 | BOYAmt |
| EOY | $383,043 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,025 | BOYAmt |
| EOY | $27,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,497 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,994 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $791 | BOYAmt |
| EOY | $503 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,030,185 | BOYAmt |
| EOY | $16,750,705 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,458,041 | BOYAmt |
| EOY | $6,681,990 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,908,491 | BOYAmt |
| EOY | $11,269,428 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,225,124 | BOYAmt |
| EOY | $36,708,997 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,227 | BOYAmt |
| EOY | $111,212 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,316 | BOYAmt |
| EOY | $237,272 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,543 | BOYAmt |
| EOY | $348,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,379,239 | BOYAmt |
| EOY | $8,862,308 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,712,342 | BOYAmt |
| EOY | $27,498,205 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,091,581 | BOYAmt |
| EOY | $36,360,513 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,225,124 | BOYAmt |
| EOY | $36,708,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,496,811 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,412,581 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,359,540 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,510,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,984,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,801,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,885,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,774,536 | CurrentTaxYearAmt |
| Total | $11,956,212 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,510,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,984,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,801,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,885,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,774,536 | CurrentTaxYearAmt |
| Total | $11,956,212 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,893,908 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,062,304 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $705,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $734,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $806,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $858,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $451,554 | CurrentTaxYearAmt |
| Total | $3,556,902 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,513,114 | TotalSupportAmt |
| Public Support CY170 | 0.58420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,805,449 | BeginningYearBalanceAmt |
| Contributions | $109,646 | ContributionsAmt |
| Investment Earnings Or Losses | $2,304,481 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $98,990 | OtherExpendituresAmt |
| End Year Balance | $15,120,586 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,572,888 | BeginningYearBalanceAmt |
| Contributions | $731,867 | ContributionsAmt |
| Investment Earnings Or Losses | $780,705 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $280,011 | OtherExpendituresAmt |
| End Year Balance | $12,805,449 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,170,857 | BeginningYearBalanceAmt |
| Contributions | $291,418 | ContributionsAmt |
| Investment Earnings Or Losses | $244,077 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $133,464 | OtherExpendituresAmt |
| End Year Balance | $11,572,888 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,598,986 | BeginningYearBalanceAmt |
| Contributions | $174,172 | ContributionsAmt |
| Investment Earnings Or Losses | $663,934 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $266,235 | OtherExpendituresAmt |
| End Year Balance | $11,170,857 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,238,188 | BeginningYearBalanceAmt |
| Contributions | $398,800 | ContributionsAmt |
| Investment Earnings Or Losses | $1,121,354 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $159,356 | OtherExpendituresAmt |
| End Year Balance | $10,598,986 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19690 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43930 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36380 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,994 | DepreciationAmt |
| Book Value | $503 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $503 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| Book Value | $6,681,990 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,681,990 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INVESTMENT INCOME | $4,545 |
| CHARITABLE REMAINDER TRUST | $576,000 |
| BENEFICIAL INTEREST IN TRUST | $10,688,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,269,428 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SVH | $230,472 |
| CHARITABLE GIFT ANNUNITIES | $6,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $237,272 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,226,607 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,412,581 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,359,540 | OtherRevenueAmt |
| Revenue Not Reported | $4,772,121 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,454,486 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,492 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,492 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,479,978 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,957,675 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,957,675 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,492 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,492 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,983,167 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 1,359,540. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BIG HEARTS GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $239,007 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $239,007 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $25,820 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $13,578 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,716 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $367 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $239,007 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $239,007 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $25,820 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,578 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,716 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $367 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,481 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $187,526 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF MANHATTAN | |||||||
| 220 S 5TH ST | MANHATTAN | KS | 66502 | 237358134 | 501(C)(3) | $5,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| FAMILY SERVICE & GUIDANCE CENTER | |||||||
| 325 SW FRAZIER AVE | TOPEKA | KS | 66606 | 480637039 | 501(C)(3) | $22,100 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| FLORENCE CRITTENTON SERVICES OF TOPEKA | |||||||
| 2649 SW ARROWHEAD RD | TOPEKA | KS | 66614 | 480561977 | 501(C)(3) | $5,000 | 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) | $5,000 | 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. | $92,200 | FUND NURSING SCHOLARSHIPS | |
| MARIAN CLINIC INC DBA MARIAN DENTAL CLINIC SCL HEALTH | |||||||
| 3164 SE 6TH AVE | TOPEKA | KS | 66607 | 481046905 | 501(C)(3) | $15,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| MIDLAND CARE CONNECTION INC | |||||||
| 200 SW FRAZIER CIRCLE | TOPEKA | KS | 66606 | 480883888 | 501(C)(3) | $15,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| RACE AGAINST BREAST CANCER INC | |||||||
| PO BOX 4458 | TOPEKA | KS | 66604 | 481154057 | 501(C)(3) | $10,000 | 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) | $5,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| SUNFLOWER STATE GAMES | |||||||
| 501 SE JEFFERSON ST STE 22 | TOPEKA | KS | 66607 | 481080635 | 501(C)(3) | $11,300 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| TOPEKA JUMP | |||||||
| 3033 SW MACVICAR | TOPEKA | KS | 66611 | 455339806 | 501(C)(3) | $5,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| TOPEKA LULAC SENIOR CENTER | |||||||
| 1502 NE SEWARD AVE | TOPEKA | KS | 66616 | 481000629 | 501(C)(3) | $5,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| TOPEKA NORTH OUTREACH | |||||||
| 210 NW MENNINGER RD | TOPEKA | KS | 66617 | 480891120 | 501(C)(3) | $10,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| VALEO BEHAVIORAL HEALTH CARE | |||||||
| 330 SW OAKLEY | TOPEKA | KS | 66606 | 480730326 | 501(C)(3) | $10,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| YWCA | |||||||
| 225 SW 12TH ST | TOPEKA | KS | 66612 | 480556758 | 501(C)(3) | $10,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| UNIVERSITY OF KANSAS | |||||||
| 3901 SW RAINBOW BLVD | KANSAS CITY | KS | 66160 | GOV. ORG. | $5,900 | FUND NURSING SCHOLARSHIPS | |
| PARKS FOR ALL FOUNDATION | |||||||
| 1800 SE 21ST ST | TOPEKA | KS | 66607 | 821386772 | 501(C)(3) | $7,500 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| CROSSWINDS COUNSELING AND WELLNESS | |||||||
| 1000 LINCOLN | TOPEKA | KS | 66801 | 480666889 | 501(C)(3) | $6,000 | 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) | $5,500 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| BOYS AND GIRLS CLUB OF TOPEKA | |||||||
| 1112 SE 10TH AVE | TOPEKA | KS | 66607 | 480636732 | 501(C)(3) | $5,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| FRIENDS OF THE WAMEGO PUBLIC LIBRARY | |||||||
| 431 LINCOLN AVE | WAMEGO | KS | 66547 | 813763330 | 501(C)(3) | $5,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| SHAWNEE COUNTY SUICIDE PREVENTION COALITION | |||||||
| PO BOX 3923 | TOPEKA | KS | 66604 | 465529440 | 501(C)(3) | $5,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| TARC | |||||||
| 2701 SW RANDOLPH | TOPEKA | KS | 66611 | 486086732 | 501(C)(3) | $5,000 | COMMUNITY CHARITABLE SUPPORT ON BEHALF OF STORMONT-VAIL HEALTHCARE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HEALTH CARE HEROES - EMERGENCY FINANCIAL ASSISTANCE FOR THE BASIC LIVING NEEDS OF HEALTH CARE AND OTHER PATIENT-FACING EMPLOYEES AND THEIR FAMILIES INCLUDING LODGING, FOOD, UTILITIES, TRANSPORTATION, ELDER AND CHILDCARE AND PRESCRIPTIONS FOR THOSE NEGATIVELY AFFECTED BY INCURRING ADDITIONAL EXPENSES AS A RESULT OF WORKING DURING THE PANDEMIC. | 130 | $56,496 |
| 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. | 8808 | $112,329 |
| 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. | 13 | $3,260 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT KENAGY MD | ||||||||||||||
| PRESIDENT & CEO STORMONT | $0 | $779,351 | $0 | $327,753 | $0 | $120,001 | $0 | $14,100 | $0 | $33,474 | $0 | $1,274,679 | $0 | $120,001 |
| MICHELLE SCHIERLING MD | ||||||||||||||
| SECRETARY | $0 | $240,506 | $0 | $19,560 | $0 | $634 | $0 | $12,509 | $0 | $338 | $0 | $273,547 | $0 | $0 |
| KEN STONE | ||||||||||||||
| SVF TREAS./DIR | $0 | $199,680 | $0 | $24,083 | $0 | $1,837 | $0 | $10,729 | $0 | $10,617 | $0 | $246,946 | $0 | $0 |
| AMY BURNS | ||||||||||||||
| PRESIDENT | $0 | $179,579 | $0 | $33,268 | $0 | $419 | $0 | $9,966 | $0 | $18,418 | $0 | $241,650 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,851 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 1,359,540. |
| PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STORMONT-VAIL HEALTHCARE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 SW 10TH ST | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 666041353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480543789 | EIN |
| Primary Activities | PROVIDES HEALTH AND MEDICAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)(III) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STORMONT-VAIL HEALTHCARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| STORMONT-VAIL HEALTHCARE INC | |
| C | $1,066,759 |
| STORMONT-VAIL HEALTHCARE INC | |
| O | $577,240 |
| STORMONT-VAIL HEALTHCARE INC | |
| R | $564,009 |
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