KANSAS HEALTH INSTITUTE: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KANSAS HEALTH INSTITUTE (EIN 48-1148972)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-11
- IRS object ID
- 201121319349100422
- Schema version
- 2010v3.2
- 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-PF
- Schedule B
- Depreciation Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T11:17:17-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481148972 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANSAS HEALTH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KANS | NameControl |
| Phone | 7852335443 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 SW 8TH AVENUE NO 300 | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 66603 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT F ST PETER MD | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 7852335443 | Phone |
| Date Signed | 2011-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHERYL G HAYWARD | Name |
| Phone | 7852343427 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 14542275 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3741211 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4138 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4138 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 4138 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 30220 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 30220 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 30220 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 600 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 600 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 600 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 1025 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 1025 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 3777194 | TotalRevenueAndExpenses |
| Total Net Investment Income | 34958 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 35383 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 824877 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 824877 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 824877 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 1212033 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 1212033 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 1212033 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 301418 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 301418 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 301418 | PensionEmplBnftDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 537085 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 537085 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 537085 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 141786 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 141786 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 141786 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 121172 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 121172 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 165523 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 165523 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 165523 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 145340 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 145340 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 145340 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 30778 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 30778 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 30778 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 217887 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 217887 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 217887 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3697899 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 3697899 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3576727 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3697899 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 3697899 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3576727 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 79295 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 34958 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 250 | CashBOY |
| Cash EOY | 250 | CashEOY |
| Cash EOYFMV | 250 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 13556874 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13334299 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13334299 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 29102 | AccountsReceivable |
| Accounts Receivable BOY | 47047 | AccountsReceivableBOY |
| Accounts Receivable EOY | 29102 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 29102 | AccountsReceivableEOYFMV |
| Grants Receivable BOY | 64982 | GrantsReceivableBOY |
| Grants Receivable EOY | 201268 | GrantsReceivableEOY |
| Grants Receivable EOYFMV | 201268 | GrantsReceivableEOYFMV |
| Prepaid Expenses BOY | 34580 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 30571 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 30571 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 3240263 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 700448 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 700448 | InvestmentsGovtObligEOYFMV |
| Land Building And Equipment Basis | 1235512 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 989175 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 338879 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 246337 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 246337 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 17282875 | TotalAssetsBOY |
| Total Assets EOY | 14542275 | TotalAssetsEOY |
| Total Assets EOYFMV | 14542275 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 330617 | AccountsPayableBOY |
| Accounts Payable EOY | 308219 | AccountsPayableEOY |
| Deferred Revenue BOY | 13690110 | DeferredRevenueBOY |
| Deferred Revenue EOY | 10807309 | DeferredRevenueEOY |
| Total Liabilities BOY | 14020727 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11115528 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3262148 | UnrestrictedBOY |
| Unrestricted EOY | 3426747 | UnrestrictedEOY |
| Total Net Assets BOY | 3262148 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3426747 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17282875 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14542275 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3262148 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 79295 | ExcessOfRevenueOverExpenses |
| Other Increases | 85304 | OtherIncreases |
| Subtotal | 3426747 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3426747 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | COMPUTER | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2007-11-27 | DateAcquired |
| Date Sold | 2010-11-30 | DateSold |
| Gross Sales Price | 600 | GrossSalesPrice |
| Depreciation | 1481 | Depreciation |
| Cost Or Other Basis | 1481 | CostOrOtherBasis |
| Gain Or Loss | 600 | GainOrLoss |
| Gains Minus Excess Or Losses | 600 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 600 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3670925 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14503280 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.253110 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3382813 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13696655 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.246981 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3865271 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11972483 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.322846 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3182130 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10389503 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.306283 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2690815 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8151448 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.330103 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.459323 | TotalDistributionRatio |
| Average Distribution Ratio | 0.291865 | AverageDistributionRatio |
| Net Noncharitable Assets | 14960534 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4366456 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 350 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4366806 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3576727 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 699 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 699 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 699 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5718 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5718 | TotalCreditsAndPayments |
| Overpayment | 5019 | Overpayment |
| Amount Credited To Next Year | 5019 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | KS | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.KHI.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7852335443 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 SW 8TH AVENUE NO 300 | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 66603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT F ST PETER MD | |||||||||
| 5527 MISSION DR | SHAWNEE MISSION | KS | 66208 | PRESIDENT | 40.00 | 298289 | 27686 | 0 | |
| JOHN A BUCKHOLTZ | |||||||||
| 1216 SW OAKLEY | TOPEKA | KS | 66604 | VP OF ADMIN | 40.00 | 114091 | 18738 | 0 | |
| TIM CRUZ | |||||||||
| 704 E EDWARDS | GARDEN CITY | KS | 67846 | SECRETARY/TREASURER | 1.00 | 0 | 0 | 3750 | |
| SHARON HIXSON | |||||||||
| 129 WEST 23RD AVENUE | HUTCHINSON | KS | 67502 | VICE CHAIR | 1.00 | 0 | 0 | 3750 | |
| JIM TANGEMAN | |||||||||
| 1440 N GATEWOOD 14 | WICHITA | KS | 67206 | CHAIR | 1.00 | 0 | 0 | 3000 | |
| VAN WILLIAMS | |||||||||
| CITY MANAGER OFFICE 13TH FL 455 N | WICHITA | KS | 67202 | DIRECTOR | 1.00 | 0 | 0 | 3750 | MAIN |
| SHARON HOMAN | |||||||||
| 1642 BOB WHITE DRIVE | LAWRENCE | KS | 66047 | VP PUBLIC HEALTH | 40.00 | 182977 | 24132 | 0 | |
| GINA MAREE | |||||||||
| 8534 N CRYSTAL AVENUE | KANSAS CITY | MO | 64157 | VP HEALTH POLICY | 40.00 | 115708 | 12700 | 0 | |
| JIM MCLEAN | |||||||||
| 3520 SW AVALON | TOPEKA | KS | 66604 | VP PUBLIC AFFAIRS | 40.00 | 113812 | 19053 | 0 | |
| THOMAS ROGGE | |||||||||
| PO BOX 1001 | GARDNER | KS | 66030 | DIRECTOR | 1.00 | 0 | 0 | 750 | |
| CHARLES WELLS JR | |||||||||
| 3317 W 68TH ST | MISSION HILLS | KS | 66208 | FORMER BOARD CHAIR | 1.00 | 0 | 0 | 5750 | |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (5 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| GIANFRANCO PEZZINO MD | 407 SW GREENWOOD AVENUE | TOPEKA | KS | 66606 | SENIOR FELLOW | 40.00 | 163883 | 22146 | 0 |
| ANDREW WARD | 445 EISENHOWER DR D4 | LAWRENCE | KS | 66049 | SENIOR RESEARCHER | 40.00 | 94905 | 12139 | 0 |
| ROGER M SHIELDS | 2847 SE RATNER ROAD | TECUMSEH | KS | 66542 | MANAGING EDITOR | 40.00 | 81150 | 12543 | 0 |
| DAVID K RANNEY | 1021 ANDOVER | LAWRENCE | KS | 66049 | SR WRITER/EDITOR | 40.00 | 73816 | 14294 | 0 |
| SUZANNE CLEVELAND | 618 CRABAPPLE LANE | LIBERTY | MO | 64068 | ANALYST | 40.00 | 72163 | 15021 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 5 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CORE OPERATING RESEARCH | Description1 |
| Expenses1 | 2413887 | Expenses1 |
| Description2 | OTHER PROGRAM RESEARCH | Description2 |
| Expenses2 | 1284012 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 13935934 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1252425 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 15188359 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 15188359 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 227825 | CashDeemedCharitable |
| Net Noncharitable Assets | 14960534 | NetNoncharitableAssets |
| Minimum Investment Return | 748027 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3576727 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 3576727 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3576727 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1995-07-14 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 3576727 | CurrentYear |
| Year1 | 3670925 | Year1 |
| Year2 | 3382813 | Year2 |
| Year3 | 3865271 | Year3 |
| Total | 14495736 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 3576727 | CurrentYear |
| Year1 | 3670925 | Year1 |
| Year2 | 3382813 | Year2 |
| Year3 | 3865271 | Year3 |
| Total | 14495736 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 498685 | CurrentYear |
| Year1 | 483443 | Year1 |
| Year2 | 456555 | Year2 |
| Year3 | 399083 | Year3 |
| Total | 1837766 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,138 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $30,220 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 600 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Related Or Exempt Function Income | 1025 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $34,358 | ExclusionAmount |
| Related Or Exempt Function Income | 1625 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35983 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | INCOME IS RELATED TO FURTHERING THE MISSION OF THE ORGANIZATION, WHICH IS TO INFORM POLICY MAKERS BY IDENTIFYING, PRODUCING, ANALYZING AND COMMUNICATING INFORMATION THAT IS TIMELY, RELEVANT AND OBJECTIVE. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (14 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | KANSAS DEPARTMENT OF HEALTH ENVIRON | 1000 SW JACKSON STE 330 | TOPEKA | KS | 66612 | 252686 | X |
| 2 | KANSAS HEALTH FOUNDATION | 309 E DOUGLAS | WICHITA | KS | 67202 | 2709015 | X |
| 3 | REACH HEALTHCARE FOUNDATION | 6700 ANTIOCH STE 110 | MERRIAM | KS | 66204 | 20000 | X |
| 4 | ROBERT WOOD JOHNSON FOUNDATION | PO BOX 2316 | PRINCETON | NJ | 085432316 | 170761 | X |
| 5 | UNITED METHODIST HEALTH MINISTRY FU | PO BOX 1384 | HUTCHINSON | KS | 67504 | 19424 | X |
| 6 | SUNFLOWER FOUNDATION | 1200 SW EXECUTIVE DR STE 100 | TOPEKA | KS | 66615 | 125358 | X |
| 7 | KANSAS HEALTH POLICY AUTHORITY | 900 SW JACKSON 9TH FLOOR | TOPEKA | KS | 66612 | 273545 | X |
| 8 | HEALTH CARE FOUNDATION OF GREATER K | 2700 E 18TH ST STE 220 | KANSAS CITY | MO | 64127 | 63353 | X |
| 9 | KANSAS ACTION FOR CHILDREN | 700 SW JACKSON STE 201 | TOPEKA | KS | 66603 | 19364 | X |
| 10 | MISSOURI FOUNDATION FOR HEALTH | GRAND CENTRAL BLDG STE 400 1000 ST | ST LOUIS | MO | 63103 | 30000 | X |
| 11 | KANSAS ASSOCIATION FOR THE MEDICALL | 1129 S KANSAS AVE STE B | TOPEKA | KS | 66612 | 10000 | X |
| 12 | LAWRENCE-DOUGLAS COUNTY HEALTH DEPA | 200 MAINE ST STE B | LAWRENCE | KS | 66044 | 6295 | X |
| 13 | NATIONAL NETWORK OF PUBLIC HEALTH I | 1515 POYDRAS ST STE 1200 | NEW ORLEANS | LA | 70112 | 5000 | X |
| 14 | COMMUNITY CATALYST INC | 30 WINTER STREET 10TH FLOOR | BOSTON | MA | 02018 | 6342 | X |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | RateRate | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|
| EQUIPMENT | 508051 | 287228 | 0.000000000000 | 98860 | 0 | 98860 |
| FURNITURE | 209217 | 171867 | 0.000000000000 | 9795 | 0 | 9795 |
| LEASEHOLD IMPROVEMENTS | 518244 | 408908 | 0.000000000000 | 12517 | 0 | 12517 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 700448 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 700448 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| EQUIPMENT | 508051 | 386088 | 121963 | 0 |
| FURNITURE | 209217 | 181662 | 27555 | 0 |
| LEASEHOLD IMPROVEMENTS | 518244 | 421425 | 96819 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (14 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PROFESSIONAL DEVELOPMENT | 30147 | 0 | 30147 | 30147 |
| VEHICLE | 10932 | 0 | 10932 | 10932 |
| MISCELLANEOUS CONTRACTS | 31798 | 0 | 31798 | 31798 |
| POSTAGE | 5650 | 0 | 5650 | 5650 |
| SUPPLIES | 11242 | 0 | 11242 | 11242 |
| DUES & SUBSCRIPTIONS | 7340 | 0 | 7340 | 7340 |
| INFORMATION SYSTEMS | 25985 | 0 | 25985 | 25985 |
| COMMUNICATIONS | 11681 | 0 | 11681 | 11681 |
| DATABASE/SOFTWARE | 19927 | 0 | 19927 | 19927 |
| JANITORIAL SERVICES | 8013 | 0 | 8013 | 8013 |
| PARKING | 18960 | 0 | 18960 | 18960 |
| INSURANCE | 19470 | 0 | 19470 | 19470 |
| MISCELLANEOUS | 7120 | 0 | 7120 | 7120 |
| TELEPHONE | 9622 | 0 | 9622 | 9622 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 1025 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 1025 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $85,304 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| RECRUITING | $7,606 | 0 | 7606 | 7606 |
| PROJECT CONSULTANTS & FEES | $510,943 | 0 | 510943 | 510943 |
| FINANCIAL SERVICES | $18,536 | 0 | 18536 | 18536 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $141,786 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 141786 | AdjustedNetIncome |
| Disbursements Charitable Prps | 141786 | DisbursementsCharitablePrps |
Comments