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← ADVENTHEALTH KANSAS CITY FOUNDATION

Form 990 for tax year 2024

Filed by ADVENTHEALTH KANSAS CITY FOUNDATION.

Totals

Total revenue
$3,760,891
Total expenses
$3,419,182
Contributions and grants received
$3,249,493
Grants paid
$2,984,391
Program service revenue
$0
Investment income
$698,616
Other revenue
-$187,218
Total assets, end of year
$29,110,614
Total liabilities, end of year
$450,253
Net assets or fund balances, end of year
$28,660,361
Program services expenses (Part IX)
$3,046,155
Management and general expenses
$293,815
Fundraising expenses
$79,212
Program service expenses (Part III)
$3,046,155

Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $977,368

  • 1d · Related organizations

    $263,815

  • 1f · All other contributions, gifts and grants

    $2,008,310

  • 1g · Noncash contributions included above

    $347,084

  • 3 · Investment income

    total $660,451 · excluded $660,451

  • 7a · Gross sales of assets other than inventory

    securities $13,741 · other assets $24,424

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $13,741 · other assets $24,424

  • 7d · Net gain or loss

    total $38,165 · excluded $38,165

  • 8a · Fundraising events: gross income

    $112,773

  • 8a · Fundraising events: contributions included on line 1c

    $977,368

  • 8b · Fundraising events: direct expenses

    $299,991

  • 8c · Net income from fundraising events

    total -$187,218 · excluded -$187,218

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,567,251 · program services $2,567,251

  • 2 · Grants to domestic individuals

    total $67,390 · program services $67,390

  • 3 · Grants to foreign organizations and individuals

    total $349,750 · program services $349,750

  • 11a · Fees: management

    total $149,705 · management and general $149,705

  • 11f · Fees: investment management

    total $79,212 · fundraising $79,212

  • 12 · Advertising and promotion

    total $78,415 · management and general $78,415

  • 13 · Office expenses

    total $41,707 · program services $35,388 · management and general $6,319

  • 14 · Information technology

    total $980 · management and general $980

  • 17 · Travel

    total $23,688 · program services $17,031 · management and general $6,657

  • 19 · Conferences, conventions and meetings

    total $40,985 · management and general $40,985

  • 24a · Other expenses: Pledge Write-Off

    total $5,865 · program services $5,865

  • 24b · Other expenses: Women's Health Expenses

    total $3,480 · program services $3,480

  • 24e · All other expenses

    total $10,754 · management and general $10,754

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $199,847 · end of year $970,818

  • 2 · Savings and temporary cash investments

    beginning of year $5,370,201 · end of year $4,491,087

  • 3 · Pledges and grants receivable

    beginning of year $1,808,168 · end of year $1,576,213

  • 11 · Investments: publicly traded securities

    beginning of year $19,142,675 · end of year $21,576,844

  • 15 · Other assets

    beginning of year $457,262 · end of year $495,652

  • 25 · Other liabilities

    beginning of year $405,182 · end of year $450,253

  • 27 · Net assets without donor restrictions

    beginning of year $299,292 · end of year $438,553

  • 28 · Net assets with donor restrictions

    beginning of year $26,273,679 · end of year $28,221,808

Mission and programs · 2024

Mission

Inspring a healthier Kansas City through the power of generosity.

Activities or mission (Part I)

Inspiring a healthier Kansas City through the power of generosity and providing fundraising support for AdventHealth Hospitals.

  • Achievements to support all AdventHealth facilities in the greater Kansas City area, and health care needs of the community, including fundraising activities and grant request monitoring.

    Expenses $3,046,155 · Grants $2,984,391

As filed on the 2024 return.

Listed in Part VII

  • Benjamin Jennifer

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Boehm Michael

    Director (Beg 1/24)

    Total calculated
    $0
    Hours/week
    0.2

  • Bubb MD Stephen

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Butler Jr James

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Cline Steve

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Cole Jr Martin

    Director

    Total calculated
    $0
    Hours/week
    2

  • Crable Jennifer

    Dir/Chair-Elect

    Total calculated
    $0
    Hours/week
    0.2

  • Crippin Kent

    Dir/Emeritus (Deceased 4/24)

    Total calculated
    $0
    Hours/week
    0.2

  • Cusick Barbara

    Director

    Total calculated
    $399
    From this org
    $0
    From related orgs
    $399
    Other
    $0
    Hours/week
    0.2 + 1 related

  • Darling Harriet

    Dir/Emeritus

    Total calculated
    $0
    Hours/week
    0.2

  • Deves Timothy

    Director/Secretary

    Total calculated
    $0
    Hours/week
    0.2

  • Dew MD Michelle

    Director (Beg 1/24)

    Total calculated
    $0
    Hours/week
    0.2

  • Gafney Todd

    Director/Immediate Past Chair

    Total calculated
    $322
    From this org
    $0
    From related orgs
    $322
    Other
    $0
    Hours/week
    2 + 1 related

  • Gilman Mark

    Dir/Emeritus

    Total calculated
    $0
    Hours/week
    0.2

  • Grissom Trent

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Huenergardt Sam

    President/CEO Mid-America Region

    Total calculated
    $1,721,528
    From this org
    $0
    From related orgs
    $1,543,216
    Other
    $178,312
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $756,560 related
    Bonus
    $0 + $573,096 related
    Other
    $0 + $213,560 related
    Deferred
    $0 + $132,436 related
    Nontaxable benefits
    $0 + $45,876 related
    Filer's total
    $0 + $1,721,528 related

  • Jackson MD Robert

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 0.1 related

  • Jager Lindsay

    Director (Beg 1/24)

    Total calculated
    $0
    Hours/week
    0.2

  • Johnson Sheri

    Director

    Total calculated
    $399
    From this org
    $0
    From related orgs
    $399
    Other
    $0
    Hours/week
    0.2 + 1 related

  • Kim Jay

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Lumbard Katherine

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • McCormack Laurie

    Exec Director

    Total calculated
    $240,211
    From this org
    $0
    From related orgs
    $220,585
    Other
    $19,626
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,456 related
    Bonus
    $0 + $19,621 related
    Other
    $0 + $1,508 related
    Deferred
    $0 + $10,601 related
    Nontaxable benefits
    $0 + $9,025 related
    Filer's total
    $0 + $240,211 related

  • McEachen Richard

    Dir/Emeritus

    Total calculated
    $0
    Hours/week
    0.2

  • McGrath MD Barbara

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Migliazzo MD Carl

    Director/Treasurer

    Total calculated
    $0
    Hours/week
    0.2

  • Newcomer IV David

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Pine Julie

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Ridgway MD Leah

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Rist Twyla

    Director/ Chair

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Rodgers Timothy

    Director

    Total calculated
    $399
    From this org
    $0
    From related orgs
    $399
    Other
    $0
    Hours/week
    0.2 + 3 related

  • Saunders Kathy

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Shull Richard

    Dir/Emeritus

    Total calculated
    $0
    Hours/week
    0.2

  • White Ronda

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Withrow Nick

    Director/Treasurer

    Total calculated
    $0
    Hours/week
    0.2

  • Thompson Scott

    Director (Beg 1/24)

    Total calculated
    $0
    Hours/week
    0.2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
As noted in our response to question 15 of Part VI of Form 990, the individual who serves as the executive director of the filing organization is compensated by Shawnee Mission Medical Center, Inc. (SMMC) for that individual's role in serving as the executive director. Compensation and benefits provided to this individual are determined pursuant to policies, procedures, and processes of SMMC that are designed to ensure that all employees serving in management roles are provided compensation reflective of fair market value given their roles and responsibilities. SMMC uses the following to establish compensation of the executive director: - Compensation survey or study
Part I, Line 4b
AdventHealth Regional and facility executives that serve on the filing organization's board are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. In recognition of the contribution that each executive makes to the success of AdventHealth, AdventHealth provides supplemental executive retirement benefit plans to eligible executives. As the supplemental executive retirement benefit plans were updated in 2020 and certain individuals still participate as grand-fathered participants in certain plans, the narrative below discusses all plans in which there were any participants in 2024. The SERP III plan effectively replaces the prior SERP II plan, the Executive Flex Benefit Program Plan, and the Senior Executive Death Benefit Plan for qualified executives except for certain grandfathered executive employees. SERP III Plan: The SERP III plan provides eligible executives a percentage of their base pay, which is credited to a deferred compensation account. The plan also provides for compensation deferral and selection of life insurance coverage and long-term care insurance. To be eligible to participate in the SERP III plan, executives must be on the AHSSHC corporate payroll and be either a CEO of an AdventHealth entity, an AHSSHC Vice President (VP) or VP of an AdventHealth entity with a base salary of at least $345,000 in 2024 (adjusted annually by the same percentage as IRC Section 401(a)(17) limit increases), or other leader specifically approved by the AdventHealth President. Eligible executives do not include grandfathered executives, meaning those executives who would satisfy all the eligibility requirements of the SERP II plan prior to Dec 31, 2027, had the plan not been amended and restated as of Jan. 1, 2020. Contribution credits will be established and maintained by class year accounts for each participant using tiered contribution credit percentages of annual base compensation. Contribution credit percentages range between 15% and 19% of base compensation. Contribution credits will be made each quarter in 25% increments with reductions in contributions if the executive is also a grandfathered FLEX participant (see below). SERP III provides for a class year vesting and payment schedule (7 years for each class year) with respect to amounts accumulated in the executive's deferred compensation account. Upon attainment of a normal retirement age (age 62), or upon certain other circumstances as defined in the SERP III plan document, all deferred amounts are paid immediately to the participant. For any executives working beyond the normal retirement age, future employer contributions will be made quarterly from SERP III directly to the participant as a taxable cash bonus. SERP II Plan: The SERP II plan is a defined benefit, non-tax-qualified deferred compensation plan for certain executives who have provided lengthy service to AdventHealth and/or to other Seventh-day Adventist Church hospitals or health care institutions. Under the provisions of the SERP II plan, benefits are provided to qualifying executive participants on a pro-rata schedule beginning with 20 years of service as an employee of AdventHealth and/or another hospital or health care institution controlled by the Seventh-day Adventist Church and who satisfy certain other qualifying criteria. Eligible employees are restricted to those executives who, as of January 1, 2020, satisfied, or if employment continues, will satisfy the eligibility requirements of SERP II prior to December 31, 2027. This supplemental executive retirement plan (SERP II) was designed to provide eligible executives with the economic equivalent of an annual income beginning at normal retirement age equal to 60% of the average of the participant's three, five or seven highest years of base salary from AdventHealth active employment inclusive of income from all other Seventh-day Adventist Church healthcare employer-financed retirement income sources and investment income earned on those contributions through social security normal retirement age as defined in the plan. The number of years included in highest average compensation is determined by the individual's year of entry to SERP II and by the individual's year of entry to the AdventHealth Executive FLEX Benefit Program. FLEX Plan: The Flex Plan was originally designed to provide eligible executives an opportunity to select from among a variety of supplemental benefits, including a split dollar life insurance policy and long-term care insurance, to individually tailor a benefits program appropriate to each executive's needs. In 2020, the Flex Plan was amended to exclude employed executives who are hired or promoted after a certain date from being eligible to participate in the Flex Plan except for certain insurance coverage features of the plan. The Flex Plan provides eligible participants a pre-determined benefits allowance credit that is equal to a percentage of the executive's base pay from which the cost of mandatory and elective employee benefits is deducted. The benefits allowance credit percentage for any plan year shall not be greater than the maximum dollar amount or the percentage of compensation as determined by the AdventHealth Benefits Administration Committee. For grandfathered eligible employees, the annual pre-determined Flex allowance is contributed and any funds that remain after the cost of mandatory and elective benefits are subtracted are, at the employee's option, contributed to either an IRC 457(f) deferred compensation account or to an IRC 457(b) eligible deferred compensation plan. Upon attainment of age 65, all previous 457(f) deferred amounts are paid immediately to the participant and any future employer contributions are made quarterly from the Plan directly to the participant. The Plan provides for a class year vesting schedule (2 years for each class year) with respect to amounts accumulated in the executive's 457(f) deferred compensation account. Distributions could also be made from the executive's 457(f) deferred compensation account upon attainment of age 65 or upon an involuntary separation. The account will be forfeited by the executive upon a voluntary separation. With respect to grandfathered participants, the Flex Plan documents define eligible employees to include the Chief Executive Officers of AdventHealth entities and Vice Presidents of all AdventHealth entities whose base salary was at least equal to the Internal Revenue Code Section 401(a)(17) compensation limit each year. Flex Plan Flex Plan SERP II SERP III Contr. Distr.* Contr./Distr. Contr. Huenergardt, Sam $ 136,920 $ 143,718 $ 0 $ 0 * Including Investment Earnings

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202513219349314741

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