STORMONT VAIL FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- STORMONT VAIL FOUNDATION (EIN 48-0980926)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-05-14
- IRS object ID
- 201321349349305237
- Schema version
- 2011v1.5
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T15:52:24-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481066439 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERBERICH TRAHAN & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3630 SW BURLINGAME ROAD | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 666112050 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480980926 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STORMONT-VAIL FOUNDATION CO CORPORATE FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STOR | NameControl |
| Phone | 7853545623 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 SW 10TH AVENUE | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 66604 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH L STONE | Name |
| Title | TREASURER | Title |
| Phone | 7853545623 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHERYL G HAYWARD | Name |
| PTIN | P00016097 | PTIN |
| Phone | 7852343427 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JANE MACKEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 SW 10TH AVENUE | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 66604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3522825 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STORMONTVAIL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | 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." | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 751039 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1190081 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 335786 | InvestmentIncomePriorYear |
| Investment Income Current Year | 446188 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 144919 | OtherRevenuePriorYear |
| Other Revenue Current Year | 159279 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1231744 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1795548 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 135775 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 129975 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 334874 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 357855 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 187576 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 736749 | OtherExpensePriorYear |
| Other Expenses Current Year | 711023 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1207398 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1198853 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 24346 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 596695 | RevenuesLessExpensesCY |
| Total Assets BOY | 11851902 | TotalAssetsBOY |
| Total Assets EOY | 14231303 | TotalAssetsEOY |
| Total Liabilities BOY | 125839 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 120889 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11726063 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14110414 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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." | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 287651 | Expense |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 173793 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 129975 | Expense |
| Description | SCHOLARSHIPS:IN COOPERATION WITH BAKER UNIVERSITY, THE FOUNDATION PROVIDES SCHOLARSHIPS TO DESERVING NURSING STUDENTS ATTENDING THE BAKER UNIVERSITY SCHOOL OF NURSING AT STORMONT-VAIL. IN ADDITION TO BAKER UNIVERSITY, SCHOLARSHIPS ARE PROVIDED TO STUDENTS ATTENDING SOME OTHER POST SECONDARY ALLIED HEALTH EDUCATION PROGRAMS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 204585 | Expense |
| Description | 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 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 204585 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 796004 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH L STONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7853545623 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 SW 10TH AVENUE | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 66604 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KEN STONE | ||||||
| SVF TREAS./DIR CORP ACCTG | 4.00 | X | X | 0 | 142156 | 44909 |
| JEFF HEISTAND | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| KEVIN M CASSIDY DDS | ||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| SUE BROWN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JARED HOLROYD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JIM BIRKBECK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICK JACKSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN WANAMAKER | ||||||
| PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| TOM MCBRIDE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SHELLE MCCOY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JIM PARRISH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JASON NEWELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DARREL PAVELKA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH ROSE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KENT CORNISH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SHAWN SMITH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVE TYLER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JANE MACKEY | ||||||
| PRESIDENT | 40.00 | X | X | 0 | 0 | 0 |
| JUDY MOLER | ||||||
| VICE-CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| DAVID SOLLARS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BOB WORTHINGTON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MIKE WORSWICK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY ANN DURALL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD ROSS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KEVIN HAN | ||||||
| VICE PRESIDENT/STORMONT CF | 1.00 | X | X | 0 | 281417 | 110800 |
| RANDY PETERSON | ||||||
| PRESIDENT & CEO STORMONT | 1.00 | X | 0 | 0 | 0 | |
| MAYNARD OLIVERIUS | ||||||
| FORMER PRES.& CEO STORMONT | 1.00 | X | 0 | 915312 | 177531 | |
| DONALD SCHEPKER | ||||||
| FORMER PRES./EXEC. DIR. | 40.00 | X | 0 | 148230 | 27516 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1487115 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 360756 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 161982 | FundraisingEvents |
| Related Organizations | 360000 | RelatedOrganizations |
| All Other Contributions | 668099 | AllOtherContributions |
| Total Contributions | 1190081 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 498607 | TotalRevenueColumn |
| Related Or Exempt Function Income | 498607 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1598277 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1650696 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -52419 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -52419 | TotalRevenueColumn |
| Related Or Exempt Function Income | -52419 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 235860 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 161982 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 76581 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 159279 | TotalRevenueColumn |
| Exclusion | $159,279 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1795548 | TotalRevenueColumn |
| Related Or Exempt Function Income | 446188 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $159,279 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129975 | Total |
| Program Services | 129975 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357855 | Total |
| Program Services | 35019 | ProgramServices |
| Management And General | 152515 | ManagementAndGeneral |
| Fundraising | 170321 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10605 | Total |
| Management And General | 10605 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20634 | Total |
| Management And General | 20634 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40280 | Total |
| Program Services | 40280 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40624 | Total |
| Program Services | 8841 | ProgramServices |
| Management And General | 14979 | ManagementAndGeneral |
| Fundraising | 16804 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7347 | Total |
| Management And General | 7347 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22 | Total |
| Management And General | 22 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4784 | Total |
| Management And General | 4784 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187 | Total |
| Management And General | 187 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DESIGNATED DISBURSEMENT | 462933 | 461443 | 1490 | |
| EDUCATION PROGRAMS | 100558 | 100105 | 453 | |
| DUES, BOOKS & SUBSCRIPT | 22119 | 20341 | 1778 | |
| MISCELLANEOUS | 930 | 479 | 451 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1198853 | Total |
| Program Services | 796004 | ProgramServices |
| Management And General | 215273 | ManagementAndGeneral |
| Fundraising | 187576 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1001 | BOY |
| EOY | 1001 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 981649 | BOY |
| EOY | 879813 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265185 | BOY |
| EOY | 369970 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13058 | BOY |
| EOY | 8643 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 31746 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31221 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 713 | BOY |
| EOY | 525 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4563531 | BOY |
| EOY | 5840348 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6026765 | BOY |
| EOY | 7131003 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11851902 | BOY |
| EOY | 14231303 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66002 | BOY |
| EOY | 63330 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12270 | BOY |
| EOY | 10920 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47567 | BOY |
| EOY | 46639 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125839 | BOY |
| EOY | 120889 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78169 | BOY |
| EOY | 496468 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1686256 | BOY |
| EOY | 2274293 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9961638 | BOY |
| EOY | 11339653 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11726063 | BOY |
| EOY | 14110414 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11851902 | BOY |
| EOY | 14231303 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 596695 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1787656 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4727677 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2417106 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1684773 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 751039 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1311397 | CurrentTaxYear |
| Total | 10891992 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4727677 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2417106 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1684773 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 751039 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1311397 | CurrentTaxYear |
| Total | 10891992 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6139361 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4752631 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 580383 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 293005 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 392335 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 419219 | CurrentTaxYearMinus1Year |
| Current Tax Year | 498607 | CurrentTaxYear |
| Total | 2183549 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13075541 | TotalSupport |
| Gross Receipts From Admissions Etc | 1008380 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.36350 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.37500 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5070422 | BeginningOfYearBalance |
| Contributions | 453835 | Contributions |
| Investment Earnings Or Losses | 712526 | InvestmentEarningsOrLosses |
| Other Expenditures | 226047 | OtherExpenditures |
| End Of Year Balance | 6010736 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5086119 | BeginningOfYearBalance |
| Contributions | 228603 | Contributions |
| Investment Earnings Or Losses | -102103 | InvestmentEarningsOrLosses |
| Other Expenditures | 142197 | OtherExpenditures |
| End Of Year Balance | 5070422 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4576716 | BeginningOfYearBalance |
| Contributions | 265279 | Contributions |
| Investment Earnings Or Losses | 395325 | InvestmentEarningsOrLosses |
| Other Expenditures | 151201 | OtherExpenditures |
| End Of Year Balance | 5086119 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4202552 | BeginningOfYearBalance |
| Contributions | 466673 | Contributions |
| Investment Earnings Or Losses | 45208 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 41016 | GrantsOrScholarships |
| Other Expenditures | 96701 | OtherExpenditures |
| End Of Year Balance | 4576716 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31746 | OtherCostOrOtherBasis |
| Depreciation | 31221 | Depreciation |
| Book Value | 525 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 525 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED INVESTMENT INCOME | 11066 |
| CHARITABLE REMAINDER TRUST | 347374 |
| BENEFICIAL INTEREST IN TRUST | 6772563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7131003 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO SVHC | Description |
| Amount | $46,639 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 46639 | TotalOfAmounts |
| Total Revenue | 1795548 | TotalRevenue |
| Total Expenses | 1198853 | TotalExpenses |
| Excess Or Deficit For Year | 596695 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 682549 | NetUnrealizedGLOnInvestments |
| Other | $1,105,107 | OtherAmount |
| Total Adjustments | 1787656 | TotalAdjustments |
| Excess Or Deficit Per FS | 2384351 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3594977 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 682549 | NetUnrealizedGainsInvestments |
| Other Revenues | 1105107 | OtherRevenues |
| Revenue Not Rptd F990 | 1787656 | RevenueNotRptdF990 |
| Revenue Subtotal | 1807321 | RevenueSubtotal |
| Investment Expenses Not Included | 20634 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -32407 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -11773 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1795548 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1210626 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 32407 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 32407 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1178219 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 20634 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 20634 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1198853 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION'S POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS ANNUALLY. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITION THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,105,107. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,105,107. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -32,407. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISNG EXPENSES 32,407. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BIG HEARTS GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 165490 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 165490 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 16126 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 11246 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 14392 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1658 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FRIENDS OF CARE LINE | NameOfEvent2 |
| Gross Receipts Event2 | 213002 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 161982 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 51020 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 3792 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 1208 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 7685 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 19350 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 19350 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 5000 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 10224 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 5250 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 397842 | GrossReceiptsTotal |
| Charitable Contributions Total | 161982 | CharitableContributionsTotal |
| Gross Revenue Total Events | 235860 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 19918 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 16246 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 25824 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 14593 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 76581 | DirectExpenseSummaryEvents |
| Net Income Summary | 159279 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65 | AddressLine1 |
| City | BALDWIN CITY | City |
| State | KS | State |
| ZIP Code | 66006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 480543766 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 124275 | AmountOfCashGrant |
| Purpose Of Grant | FUND NURSING SCHOLARSHIPS | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FOR SCHOLARSHIPS REPORTED IN PART II OF THIS SCHEDULE, THE FOUNDATION PROVIDES SCHOLARSHIP FUNDING TO BAKER UNIVERSITY FOR SCHOLARSHIPS GRANTED TO STUDENTS OF THE SCHOOL OF NURSING PROGRAM WHICH OFFERS A BACHELOR OF SCIENCE IN NURSING DEGREE. THE SCHOOL IS OWNED BY STORMONT-VAIL HEALTHCARE, INC. BAKER UNIVERSITY CONFERS DEGREES AND MANAGES ADMISSIONS, SCHOLARSHIPS, AND ACADEMIC AFFAIRS. THE FOUNDATION RECEIVED DETAILED REPORTS LISTING SCHOLARSHIP RECIPIENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEN STONE | |||||||||||||
| 0 | 134818 | 0 | 6897 | 0 | 441 | 0 | 24693 | 0 | 20216 | 0 | 187065 | 0 | 0 |
| KEVIN HAN | |||||||||||||
| 0 | 259590 | 0 | 18674 | 0 | 3153 | 0 | 107298 | 0 | 3502 | 0 | 392217 | 0 | 0 |
| MAYNARD OLIVERIUS | |||||||||||||
| 0 | 661136 | 0 | 239347 | 0 | 14829 | 0 | 162405 | 0 | 15126 | 0 | 1092843 | 0 | 0 |
| DONALD SCHEPKER | |||||||||||||
| 0 | 128056 | 0 | 17609 | 0 | 2565 | 0 | 24575 | 0 | 2941 | 0 | 175746 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | MAYNARD OLIVERIUS 457(F) $161,405 KEVIN HAN 457(F) $20,352 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 11 | 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 5: | NET UNREALIZED GAINS ON INVESTMENTS: 682,549. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,105,107. TOTAL TO FORM 990, PART XI, LINE 5: 1,787,656. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STORMONT-VAIL HEALTHCARE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 SW 10TH ST | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 666041353 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480543789 | EIN |
| Primary Activities | PROVIDES HEALTH AND MEDICAL SERVICES | PrimaryActivities |
| Legal Domicile State | KS | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(III) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STORMONT-VAIL HEALTHCARE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| STORMONT-VAIL HEALTHCARE INC | |
| C | 360000 |
| STORMONT-VAIL HEALTHCARE INC | |
| N | 322836 |
| STORMONT-VAIL HEALTHCARE INC | |
| Q | 295800 |
Comments