2014-02-14T10:27:10-06:00 2013-06-30 House Park Dobratz & Wiebler PC 605 West 47th Street Suite 301 Kansas City MO 64112 990 2012-07-01 481241590 Sunflower Foundation Health Care for Kansans % CHERYL BEAN SUNF 7852323000 1200 SW Executive Dr Suite 100 Topeka KS 66615 Billie G Hall 7852323000 2014-02-13 true 8169313393 2012 2015-11-30 17:44:51Z Billie G Hall 1200 SW Executive Dr 100 Topeka KS 66615 25167678 false 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 6 0 7500 0 0 0 6178393 4454082 0 0 6185893 4454082 2597419 2385853 0 0 714741 771529 0 0 0 1111099 1109996 4423259 4267378 1762634 186704 83414615 87845284 4065865 4174774 79348750 83670510 TO ASSIST THE STATE OF KANSAS IN HELPING TO IMPROVE THE HEALTH OF KANSANS, PARTICULARLY THOSE UNSERVED OR UNDERSERVED. false false 3000945 Grants to organizations in Kansas for health-related programs that provide quality and affordable health care; grants that help promote prevention and healthy living; and, administration of a Fellowship Program that focuses on training nonprofit leaders to understand the policy process and to become more effective in advocating for the causes and communities they serve. 609265 Management of the grant making process, including selection and approval of grantee organizations, follow-up visits and reports from grantees, and other monitoring and evaluation activities associated with ensuring that granted funds are used for intended purposes 3610210 true false false true false false false false false true true false false false true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 24 0 true 6 true false false false false false false false false false false false X 9 9 false false false false true true true true true false false true true true true false true true true false X X CHERYL BEAN 7852323000 1200 SW EXECUTIVE DR 100 Topeka KS 66615 Marty Beezley 1.0 X 0 0 0 Kraig L Gross 1.0 X X 0 0 0 Karen Hauser EdD 1.0 X 0 0 0 Mia S Korbelik 1.0 X 0 0 0 Reginald L Robinson 1.0 X X 0 0 0 Christopher J Ruder MS RN 1.0 X 0 0 0 Howard Shuler 1.0 X 0 0 0 Les Lacy 1.0 X 0 0 0 Caroline A Williams 1.0 X X 0 0 0 Billie G Hall X 191908 0 46943 Doug Farmer X 115314 0 24627 307222 0 71570 2 false true false Cambridge Associates LLC PO Box 83232 CHICAGO IL 60691 Investment advisors 200000 1 0 0 1377996 1377996 0 0 0 0 0 23789682 20713596 3076086 3076086 0 0 0 0 4454082 1377996 2385853 2385853 0 0 0 195879 137115 58764 0 400928 315361 85567 69092 51432 17660 68368 50893 17475 37262 27738 9524 0 6308 4696 1612 19800 14739 5061 0 0 368281 368281 48725 47596 1129 0 25363 18880 6483 50367 37493 12874 0 77785 57903 19882 16409 12215 4194 0 93120 69319 23801 0 0 28121 20933 7188 8361 6224 2137 SPECIAL PROGRAMS 241207 238629 2578 FOREIGN TAX EXPENSE -5893 -5893 COMMUNICATIONS 7663 5704 1959 PRINTING AND PUBLICATIONS 24462 18210 6252 99917 89277 10640 4267378 3610210 657168 0 465455 354867 1123047 4293072 0 0 18063 0 0 0 0 0 0 0 0 0 11615 105022 350978 310411 60667 40567 1905389 2590666 79759803 80461090 0 0 0 0 70576 0 83414615 87845284 172237 196612 3893628 3978162 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4065865 4174774 X 79348750 83670510 0 0 0 0 79348750 83670510 83414615 87845284 186704 4135056 X false true X true false X X X false false false STATE OF KANSAS 486029925 06 true true true 2385853 1 2385853 37380 37380 4229998 4267378 363369 90842 461209 451622 371163 363369 1647363 2471045 163286 156768 46100 37380 403534 115302 112906 92791 90842 411841 617762 65879 25660 290 91829 105211 102612 2599 245767 207799 37968 40567 HEDGE & MUTUAL FUNDS FIXED 9956248 F HEDGE & MUTUAL FUNDS EQUITIES 57703823 F ALTERNATIVE INVESTMENTS 12801019 F 80461090 0 0 X 8155450 4135056 4135056 4020394 433688 433688 4454082 3833690 3833690 433688 433688 4267378 Uncertain income tax provisions Form 990 Schedule D 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, 2013 and 2012. The Foundation is no longer subject to audits for Federal and state purposes for fiscal years prior to fiscal 2010. Management is not aware of any violation of its tax status as a Foundation exempt from income taxes. true See attached schedule A 1200 SW Executive Drive Topeka KS 66615 2301319 See attached statement A Schedule I, Part I, Line 2 Grantmaker's description of how grants are used 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 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 true true X X X X false false false false false false false false false Billie G Hall 191908 0 37075 9868 238851 0 Form 990, Schedule J, Part I, Line 1a Compensation The Foundation has a Corporate Health and Wellness Plan availabe to all employees. The plan includes a 50% contribution on the part of the Foundation towards a single plan membership at a health/fitness center. Form 990, Schedule J, Part I, Line 3 Compensation reviews See schedule O "Compensation Reviews" Form 990, Part VI, Section A, line 6 Governing body and management - members As discussed in the Foundation's Bylaws, the Foundation has one member, which is the Attorney General of the State of Kansas. Form 990, Part VI, Section A, Line 7a Governing body and management - Elections 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 Corporation (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 Governing body and management - Approval by members 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 Corporation (the Attorney General of the State of Kansas). Form 990, Part VI, Section B, Line 11a Policies - Board review of 990 The 990 is reviewed by the entire Board of Trustees before it is filed. Form 990, Part VI, Section B, Line 12c Policies - Conflict of interest 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 administrative, 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 key 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 key staff has a substantial interest. If a key staff presents a matter involving such an affected entity, the key staff shall forthwith inform the Executive Director, the Chair of the Board of Trustees, or both, of the conflict. Either the Executive Director 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 15a Policies - compensation reviews Billie Hall's (President and CEO) compensation package is reviewed annually along with her performance. The Board of Trustees for Sunflower Foundation contracts with an independent HR consultant who conducts research on CEO compensation using national and local salary data for comparison purposes and to assure that the package provided by sunflower is in line with the "benchmark data" used. This process was expanded to include all staff at the Foundation in 2011. Sunflower Foundation records minutes at each Board of Trustees' meeting. Form 990, Part VI, Section C, Line 19 Disclosure - Information available to public The Sunflower Foundation is subject to the Kansas Open Records Act and Kansas Open Meetings Act. The President and CEO (Billie Hall) 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 Sunflower Foundation also makes available the June 30 financial statements through the annual report, which is available on the website (Sunflowerfoundation.org).