2016-11-15T12:54:49-06:00 2016-06-30 431562209 House Park Dobratz & Wiebler PC 605 W 47th Street Suite 301 Kansas City MO 64112 990 2015-07-01 481241590 Sunflower Foundation Health Care for Kansans SUNF 7852323000 1420 SW Arrowhead Road No 2N Topeka KS 66604 Billie G Hall President & CEO 7852323000 2016-11-10 1 Stanley H House CPA P00642974 8169313393 2016-11-10 2015 2017-02-10 21:41:12Z Billie G Hall 1420 SW Arrowhead Road Topeka KS 66604 20197803 0 X www.Sunflowerfoundation.org X 2000 KS To assist the State of Kansas in helping to improve the health of Kansans, particularly those unserved or underserved. 9 9 8 0 0 0 0 0 0 0 3155223 624777 0 0 3155223 624777 2140678 1845670 0 0 821690 751723 0 0 0 1192735 1511101 4155103 4108494 -999880 -3483717 90700081 83103683 3255034 3252930 87445047 79850753 To assist the State of Kansas in helping to improve the health of Kansans, particularly those unserved or underserved. 0 0 2826900 1845670 Grants to organizations in Kansas for health-related programs thatprovide quality and affordable health care; grants that helppromote prevention and healthy living; and, administration of aFellowship Program that focuses on training nonprofit leaders tounderstand the policy process and to become more effective inadvocating for the causes and communities they serve. 564681 Management of the grant making process, including selection andapproval of grantee organizations, follow-up visits and reportsfrom grantees, and other monitoring and evaluation activitiesassociated with ensuring that granted funds are used for intendedpurposes 3391581 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 X X Cheryl Bean 7852323000 1420 SW Arrowhead Road Ste 2N Topeka KS 66604 Jay Kennedy Trustee 2.00 X 0 0 0 Mia S Korbelik Trustee - retired June 2016 2.00 X 0 0 0 Reginald L Robinson Chair 2.00 X X 0 0 0 Les Lacy Secretary 2.00 X X 0 0 0 Andrea Krauss Treasurer 2.00 X X 0 0 0 Beryl Lowery-Born Trustee 2.00 X 0 0 0 Krista Postai Trustee 2.00 X 0 0 0 Martie Ross Trustee 2.00 X 0 0 0 Donald Sherman Trustee 2.00 X 0 0 0 Liz Sosa Trustee 2.00 X 0 0 0 Billie G Hall President & CEO 40.00 X 232971 0 54300 Cheryl Bean CFO/COO 40.00 X 83249 0 21634 316220 0 75934 1 0 1 0 Cambridge Associates LLC PO Box 83232 Chicago IL 606910232 Investment services 200000 1 1268546 1268546 18929257 19573026 -643769 -643769 -643769 624777 0 0 624777 1845670 1845670 338609 270887 67722 244386 163892 80494 73629 57747 15882 56397 44232 12165 38702 30354 8348 37527 35983 1544 14536 11401 3135 462290 462290 51492 43572 7920 33398 26194 7204 53472 49638 3834 89996 70584 19412 11916 9346 2570 101127 94559 6568 15741 12346 3395 16597 13017 3580 Special programs 375971 375971 Research and evaluation 117386 117386 Meeting costs 85992 80275 5717 Other 29886 27724 2162 13774 10803 2971 4108494 3391581 716913 0 407744 415911 321068 2680481 155341 174444 1942354 362066 50934 1580288 2280275 2682430 87484719 75570129 90700081 83103683 291370 325513 2963664 2927417 3255034 3252930 X 87445047 79850753 87445047 79850753 90700081 83103683 -3483717 -4110577 0 X 0 1 X 1 0 X X 1 State of Kansas 486029925 6 1 1845670 0 1 1845670 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 22312 22312 4086182 4108494 355425 88856 0 0 363369 408870 357755 355425 1485419 2228129 37380 15160 80796 22312 155648 90842 102218 89439 88856 371355 557033 13575 13575 1285000 1285000 108510 106530 1980 548844 255536 293308 1580288 Hedge & mutual funds fixed 10161484 F Hedge & mutual funds equities 59036283 F Alternative investments 6372362 F 75570129 X -4007675 -4110577 -4110577 102902 462290 59585 521875 624777 3586619 0 3586619 462290 59585 521875 4108494 Part X, Line 2: The Foundation is exempt from income taxes under section 501(c)(3) of the internal revenue code. The Foundation has been classified as a type 1 supporting organization under section 509(a)(3) and, therefore, is not considered a private foundation. The Foundation's accounting policy is to provide liabilities for uncertain income tax provisions when a liability is probable and estimable. The Foundation has no uncertain income tax positions for the years ended June 30, 2016 and 2015. The Foundation is no longer subject to audits for Federal and state purposes for fiscal years prior to fiscal 2013. Management is not aware of any violation of its tax status as a Foundation exempt from income taxes. Part XI, Line 4b - Other adjustments Internal allocation of investment expenses Part XII, Line 4b - Other adjustments Internal allocation of investment expenses Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, Investments 14841855 0 0 0 0 0 0 14841855 0 14841855 0 0 0 1 0 0 1 American Heart Association - Midwest Affiliate 5375 SW 7th Street Topeka KS 66606 135613797 501c(3) 10000 Support for the 2016 Kansas Tribal Health Summit, a two-day event attended b Citizens Foundation 100 E College Drive Colby KS 67701 481112955 501c(3) 6273 Funding for leadership of Family Center for Health Care and Norton Medical C City of Atchison 515 Kansas Avenue Atchison KS 66002 480561974 Govermental agency 55000 Working with Live Well Live Atchison, the City of Atchison will build a 1.55 City of Augusta Kansas 113 East 6th Avenue Augusta KS 67010 486035719 Govermental agency 48000 The City of Augusta will build a .64-mile long, 8-foot wide, concrete trail City of Clearwater 129 E Ross Clearwater KS 67026 486003458 Govermental agency 40000 Working with the Clearwater Recreation Commission, the City of Clearwater wi City of Iola PO Box 308 Iola KS 66749 486039801 Govermental agency 30000 Working with Thrive Allen County, the City of Iola will oversee construction City of Lawrence Kansas 6 East 6th Street Lawrence KS 66044 486033520 Govermental agency 120000 The City of Lawrence will build a .7-mile long 10-foot wide concrete trail n City of Maize 10100 Grady Ave Maize KS 67101 486100751 Govermental agency 55000 City of Maize will construct a 2,855-foot (.54-mile) long, 8-foot wide, 4" City of Manhattan 1101 Poyntz Ave Manhattan KS 66502 486023836 Govermental agency 46625 The City of Manhattan will build a .6-mile long crushed limestone trail, ran City of Nickerson PO Box 52 Nickerson KS 67561 486016801 Govermental agency 39978 The City of Nickerson will build a .67-mile long, 6-foot wide concrete trail City of Paola 19 E Peoria Paola KS 66071 486038302 Govermental agency 9022 The City of Paola will build a 1.4-mile, 8-foot wide crushed limestone conne City of Pittsburg 201 W 4th St Pittsburg KS 66762 486041003 Govermental agency 9114 Working with Livewell Crawford County, the City of Pittsburg is building a 3 City of Salina Parks Department 300 W Ash Salina KS 67401 486017228 Govermental agency 16000 The citys Parks Department will construct a ten-foot wide concrete multi-us City of St Francis 209 E Washington St Francis KS 67756 486015044 Govermental agency 41613 The City of St. Francis will build a .63-mile long, 6-foot wide gravel trail Communities Creating Opportunity 2400 Troost Ave Suite 4600 Kansas City MO 64108 431127845 501c(3) 120000 This two-year grant will support a project to identify local faith leaders s Community Catalyst One Federal Street Boston MA 02110 043355127 501c(3) 10000 A grant to provide technical expertise to the development of the Alliance fo Community Health Center of Southeast Kansas 3011 N Michigan Pittsburg KS 66762 753002264 501c(3) 200000 This two-year grant supports expansion of integrated services capacity in th Douglas County KS 1100 Massachusetts Street Lawrence KS 66046 486033538 Govermental agency 75000 This three-year grant helps support a project aimed at leveraging federal fu E C Tyree Health & Dental Clinic 1525 N Lorraine Wichita KS 67214 371540007 501c(3) 180800 This two-year grant will support the clinic personnel and medical team durin Growing The Vision Inc 510 Broadway Tribune KS 67879 260421491 501c(3) 48675 Growing The Vision Inc.--a Greeley County Community Development foundation-- Health Partnership Clinic 407 S Clairborne Olathe KS 66062 481115529 501c(3) 75000 This one-year grant supports sustaining current integrated program and for l Healthcore Clinic Inc 2707 E 21st Street North Wichita KS 67214 481180078 501c(3) 200000 This two-year grant supports expansion of integrated services capacity with Heart of Kansas Family Health Care Inc 1905 19th Street Great Bend KS 67530 481165405 501c(3) 8364 Funding for leadership to attend the Cherokee Systems Training on integratin Heartland Medical Clinic 346 Maine Street Lawrence KS 66044 481221800 501c(3) 75000 This one-year grant supports sustaining current integrated program, specific High Plains Mental Health Center 208 East 7th Hays KS 67601 480686630 501c(3) 20000 Funding for leadership to attend the Cherokee Systems Training on integratin Hunter Health Clinic 2318 E Central Wichita KS 67214 480908355 501c(3) 8605 Funding for leadership to attend the Cherokee Systems Training on integratin Johnson County Health Department 11875 S Sunset 300 Olathe KS 66061 486034760 Govermental agency 8364 Funding for leadership to attend the Cherokee Systems Training on integratin Johnson County Museum Foundation 6305 Lackman Road Shawnee KS 66217 481042901 501c(3) 10000 The grantee will work with Hall Center for the Humanities Fellow Henry Fortu Kansas Advocates for Better Care Inc 913 Tennessee Street Suite 2 Lawrence KS 66044 480855008 501c(3) 2149 Funding to support a guide outlining consumers' rights, with step-by-step in Kansas Association for the Medically Underserved 700 SW Jackson Street Suite 600 Topeka KS 66603 481110925 501c(3) 64000 This two-year grant is to support the Alliance for a Healthy Kansas, a newly Kansas Association for the Medically Underserved 700 SW Jackson Street Suite 600 Topeka KS 66603 481110925 501c(3) 11000 Funding for development and one-year hosting of the Cover Kansas website, a Kansas Association of Community Action Programs 455 SE Golf Park Blvd Topeka KS 66605 481126831 501c(3) 6500 Funding to support the "2016 Kansas Conference on Poverty: Creating Opportun Kansas Health Institute 212 SW 8th Ave Suite 300 Topeka KS 66603 481148972 501c(3) 20000 Funding to conduct research and analysis on the systemic barriers to the imp Kansas Health Institute 212 SW 8th Ave Suite 300 Topeka KS 66603 481148972 501c(3) 45813 Funding to particpate in a national study on factors contributing to recent Kansas Humanities Council 112 SW 6th Ave Topeka KS 66603 480800085 501c(3) 8000 Two-year grant to support the Water/Ways initiative, which aims to engage Ka Kansas University Endowment Association 3901 Rainbow Blvd Kansas City KS 66160 480547734 501c(3) 8364 Funding for leadership of Silver City Health Center to attend the Cherokee S KC Healthy Kids 650 Minnesota Ave Kansas City KS 66101 204613795 501c(3) 10000 Funding to support a survey of all state legislative candidates (Fall 2016) Mental Health Center Of East Central Kansas 1000 Lincoln Street Emporia KS 66801 480666889 501c(3) 8364 Funding for leadership to attend the Cherokee Systems Training on integratin NAMI Kansas Inc PO Box 675 Topeka KS 66601 481061361 501c(3) 10000 Funding to support a consultation session with 16 affiliates and for develop Prairie Band Potawatomi Nation 16281 Q Road Mayetta KS 66509 480843973 Tribal 9925 Funding to support the 4th Annual Tribal Health Summit and Public Health Tra Russell Pride Inc 610 N Elm St Ste C Russell KS 67665 463545356 501c(3) 47400 Funding match to build a 1.5-mile long six-foot wide concrete trail surround Russell Regional Hospital Physician Clinic 222 South Kansas Street Russell KS 67665 742842747 501c(3) 8364 Funding for leadership to attend the Cherokee Systems Training on integratin Salina Health Education Foundation 651 E Prescott Salina KS 67401 480858197 501c(3) 150000 Two-year grant to sustain primary and mental health care integration at Sali Shawnee County Board of Commissioners 200 SE 7th Room B-11 Topeka KS 66603 486028759 Govermental agency 120000 This grant will support grant-matching efforts by Shawnee County Parks and R Turner House Clinic for Children 21 N 12th St Suite 300 Kansas City KS 66102 481151382 501c(3) 8364 Funding for leadership to attend the Cherokee Systems Training on integratin University of Kansas Hospital 2330 Shawnee Mission Parkway Westwood KS 66205 480547734 501c(3) 6273 Funding for three key leaders, two from KU Hospital and one from its partner USD #457 - Garden City Public Schools 1205 Fleming Garden City KS 67846 480697716 Govermental agency 18020 The Garden City School District will build a .25-mile long, 6-foot wide asph Refunds and adjustments 1420 Arrowhead Rd Topeka KS 66604 481241590 N/A -283299 Grant refunds and adjustments Part I, Line 2: The first step is to validate that an applicant/grantee organization exists and is a non-profit organization as classified by the IRS. Checks are run against the IRS database through the grants management system. All grant funds are to be used to benefit the health of Kansans per the grant guidelines. Grantees are monitored through ongoing reports of grant status and expenditures. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Billie G Hall President & CEO 232971 0 0 0 0 0 41711 0 12589 0 287271 0 0 0 Part I, Line 1a Form 990, Schedule J, Part I, Line 1a The President and CEO receives tax indemnification for the personal use of auto. Amounts are included in the taxable wages. Form 990, Part VI, Section A, line 1 As discussed in the Foundation's bylaws, the Foundation has one member, the Attorney General of the State of Kansas. Form 990, Part VI, Section A, line 6 As discussed in the Foundation's Bylaws, the Foundation has one member, the Attorney General of the State of Kansas. Form 990, Part VI, Section A, line 7a The Sunflower Foundation has nine Board members who serve staggered three-year terms. Eight of those Trustees are elected through a process whereby the Community Advisory Committee recommends two individuals per position to the Board. The Board then selects a candidate for each position and that selection is either ratified or rejected by the member of the Foundation (the Attorney General of the State of Kansas). If it is rejected there is another process which can be found in the bylaws. The ninth position is selected by Blue Cross Blue Shield of Kansas. Form 990, Part VI, Section A, line 7b Eight of Sunflower Foundation's Trustees are elected through a process whereby the Community Advisory Committee recommends two individuals per position to the Board. The Board then selects a candidate for each position and that selection is either ratified or rejected by the member of the Foundation (the Attorney General of the State of Kansas). Form 990, Part VI, Section B, line 11 The 990 is reviewed by the entire Board of Trustees before it is filed. Form 990, Part VI, Section B, line 12c All Board of Trustee members and staff complete a conflict of interest form on an annual basis. If a Board or staff member discloses a conflict of interest, the following procedures are followed: No Trustee shall vote on a grant-making, grant administration, or other business decision involving an entity with which the Trustee has a substantial interest. When such a possibility arises, the Trustee shall inform the Chair of the conflict of interest. The affected Trustee may then listen to the basic presentation of the matter to the Board, and may briefly provide any corrective factual information relevant to the Board's ultimate decision. After offering any such information, the conflicted Trustee shall leave the meeting room and shall not participate further in the decision. No staff shall gather or analyze information, or make any presentation or recommendation to the Board of Trustees, regarding a decision involving an entity in which the staff has a substantial interest. If a key staff presents a matter involving such an affected entity, the key staff shall forthwith inform the President and CEO, the Chair of the Board of Trustees, or both, of the conflict. Either the President and CEO or the Chair shall then designate another, unaffected staff member as the person to supervise the matter from which the conflict has arisen, and the conflicted key staff shall not participate further in the decision. Form 990, Part VI, Section B, line 15 The President and CEO compensation package is reviewed annually along with her performance. The Foundation's Board of Trustees contracts with an independent HR consultant who conducts research on CEO compensation and all staff compensation using national and local salary data for comparison purposes and to assure that the package provided by the Foundation is in line with the "benchmark data" used. Form 990, Part VI, Section C, line 19 Explanation: The Foundation is subject to the Kansas open records act and Kansas open meetings act. The President and CEO serves as the Freedom of Information Officer. Anyone can request to review a copy of any governing documents, policies, financial information, etc. subject to the Kansas open records act. In addition, the Foundation also makes available the June 30 financial statements through the annual report, which is available on the website (Sunflowerfoundation.org).