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← FOUNDATION FOR A HEALTHY KENTUCKY INC

Form 990 for tax year 2022

Filed by FOUNDATION FOR A HEALTHY KENTUCKY INC.

Totals

Total revenue
$3,503,871
Total expenses
$3,640,721
Contributions and grants received
$1,270,845
Grants paid
$1,041,794
Program service revenue
$0
Investment income
$2,109,778
Other revenue
$123,248
Total assets, end of year
$53,945,732
Total liabilities, end of year
$237,556
Net assets or fund balances, end of year
$53,708,176
Program services expenses (Part IX)
$3,240,665
Management and general expenses
$400,056
Fundraising expenses
$0
Program service expenses (Part III)
$3,240,665

Program services were 89.0% 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.

  • 1f · All other contributions, gifts and grants

    $1,270,845

  • 3 · Investment income

    total $1,164,292 · excluded $1,164,292

  • 6a · Gross rents

    real property $266,466

  • 6b · Less rental expenses

    real property $143,218

  • 6c · Rental income or loss

    real property $123,248

  • 6d · Net rental income or loss

    total $123,248 · related or exempt $123,248

  • 7a · Gross sales of assets other than inventory

    securities $12,299,259

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

    securities $11,353,773

  • 7c · Gain or loss

    securities $945,486

  • 7d · Net gain or loss

    total $945,486 · excluded $945,486

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,041,794 · program services $1,041,794

  • 5 · Compensation of officers, directors and key employees

    total $304,637 · program services $274,173 · management and general $30,464

  • 7 · Other salaries and wages

    total $794,979 · program services $725,685 · management and general $69,294

  • 8 · Pension plan contributions

    total $147,635 · program services $135,852 · management and general $11,783

  • 10 · Payroll taxes

    total $73,485 · program services $67,352 · management and general $6,133

  • 11f · Fees: investment management

    total $213,883 · management and general $213,883

  • 11g · Fees: other

    total $624,436 · program services $598,827 · management and general $25,609

  • 12 · Advertising and promotion

    total $3,593 · program services $3,593

  • 13 · Office expenses

    total $256,694 · program services $229,983 · management and general $26,711

  • 14 · Information technology

    total $36,661 · program services $36,661

  • 16 · Occupancy

    total $25,104 · program services $21,929 · management and general $3,175

  • 17 · Travel

    total $2,760 · program services $150 · management and general $2,610

  • 19 · Conferences, conventions and meetings

    total $13,761 · program services $12,703 · management and general $1,058

  • 22 · Depreciation, depletion and amortization

    total $80,105 · program services $79,851 · management and general $254

  • 24a · Other expenses: DUES AND SUBS

    total $19,979 · program services $10,897 · management and general $9,082

  • 24b · Other expenses: MISCELLANEOUS

    total $1,215 · program services $1,215

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $175,306 · end of year $333,581

  • 3 · Pledges and grants receivable

    beginning of year $6,000 · end of year $471,929

  • 4 · Accounts receivable

    end of year $13,650

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,589 · end of year $17,389

  • 10a · Land, buildings and equipment: cost or other basis

    $3,649,623

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,148,647

  • 10c · Land, buildings and equipment, net

    beginning of year $2,524,911 · end of year $2,500,976

  • 11 · Investments: publicly traded securities

    beginning of year $59,439,279 · end of year $46,388,679

  • 12 · Investments: other securities

    beginning of year $5,105,703 · end of year $4,210,736

  • 15 · Other assets

    beginning of year $11,906 · end of year $8,792

  • 17 · Accounts payable and accrued expenses

    beginning of year $64,436 · end of year $133,556

  • 18 · Grants payable

    beginning of year $107,500 · end of year $104,000

  • 19 · Deferred revenue

    beginning of year $13,561 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $66,996,197 · end of year $53,708,176

  • 28 · Net assets with donor restrictions

    beginning of year $100,000 · end of year $0

Mission and programs · 2022

Mission

THE FOUNDATION FOR A HEALTHY KENTUCKY IS A NON-PROFIT, ORGANIZATION WORKING TO ADDRESS THE UNMET HEALTH NEEDS OF KENTUCKIANS.

Activities or mission (Part I)

THE FOUNDATION FOR A HEALTHY KENTUCKY IS A NON-PROFIT, PHILANTHROPIC ORGANIZATION WORKING TO ADDRESS THE UNMET HEALTH NEEDS OF KENTUCKIANS. THE FOUNDATION MAKES GRANTS, CONDUCTS CAMPAIGNS, SUPPORTS RESEARCH, HOLDS EDUCATIONAL FORUMS AND CONVENES COMMUNITIES TO ENGAGE AND DEVELOP THE CAPACITY OF THE COMMONWEALTH TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF ALL KENTUCKIANS.

  • THE FOUNDATION MADE GRANTS AND CONDUCTED PROGRAM ACTIVITIES IN 2022 UNDER THE FOLLOWING INITIATIVES AND PROGRAMS:A. TOBACCO USE REDUCTION. THE FOUNDATION'S WORK UNDER THIS INITIATIVE IS AIMED AT REDUCING THE USE OF TOBACCO PRODUCTS, INCLUDING CIGARETTES, SMOKELESS TOBACCO PRODUCTS AND E-CIGARETTES. IT IS ALSO FOCUSED ON PREVENTING TOBACCO USE BY YOUTH AND REDUCING KENTUCKIANS' EXPOSURE TO SECONDHAND SMOKE. THE FOUNDATION LEADS THE COALITION FOR A SMOKE-FREE TOMORROW, A DIVERSE GROUP OF STAKEHOLDER GROUPS FROM AROUND THE COMMONWEALTH AND ACROSS A BROAD SPECTRUM OF PROFESSIONS THAT HAVE FORMED A STATEWIDE ORGANIZATION TO SPEAK TO POLICYMAKERS WITH A SINGLE VOICE ON TOBACCO-CONTROL ISSUES.B. OBESITY AND DIABETES PREVENTION AND CHILDREN'S HEALTH. THE FOUNDATION SERVES AS THE SUPPORT ORGANIZAITON TO THE STATE-WIDE KENTUCKY CHILDRENS HEALTH COALITION, FOCUSED ON EFFORTS TO ADDRESS CHILDHOOD OBESITY AND ADVERSE CHILDHOOD EXPERIENCES. STRATEGIES TO INCREASE SCREENING FOR DIABETES AND PARTICIPATION IN DIABETES PREVSION PROGRAMS IN EASERN KENTUCKY AND WEST LOUISVILLE. FUNDING FOR TRAINING IN A RURUAL SCHOOL SYSTEM ON ADVERSE CHILDHOOD EXPIERENCES.C. OTHER INITIATIVES. THE FOUNDATION'S HEALTH FOR A CHANGE TRAINING SERIES HELPS STRENGTHEN LOCAL NONPROFITS THROUGH WEBINARS AND WORKSHOPS ON SUCH TOPICS AS GRANT WRITING AND PROGRAM SUSTAINABILITY. THE RESOURCE DIRECTORY OF LOCAL HEALTH COALITIONS ON OUR WWW.HEALTHY-KY.ORG WEBSITE HELPS INTERESTED CITIZENS LEARN ABOUT AND ENGAGE IN COLLABORATIVE HEALTH POLICY WORK IN THEIR LOCAL COMMUNITY.

    Expenses $3,240,665 · Grants $1,041,794

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tracey Antle

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Leo Calderon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jane Chiles

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Garren Colvin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Larry Prybil

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Marianne Smith Edge

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Tim Hatfield

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Vivian Lasley-Bibbs

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Clifford Maesaka

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Timothy Marcum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • John Rosenberg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Wayne Tuckson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Charlotte Whittaker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Alissa Young

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Mary Jo Shircliffe

    VICE PRESIDENT OF OPERATIO

    Total calculated
    $158,013
    From this org
    $136,644
    From related orgs
    $0
    Other
    $21,369
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,644
    Bonus
    $0
    Other
    $0
    Deferred
    $10,224
    Nontaxable benefits
    $11,145
    Filer's total
    $158,013
  • Fran Feltner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Allison Adams

    VICE PRESIDENT FOR POLICY

    Total calculated
    $136,239
    From this org
    $116,390
    From related orgs
    $0
    Other
    $19,849
    Hours/week
    40
  • Albert Chandler

    PRESIDENT/CEO

    Total calculated
    $319,636
    From this org
    $287,100
    From related orgs
    $0
    Other
    $32,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,100
    Bonus
    $0
    Other
    $0
    Deferred
    $21,391
    Nontaxable benefits
    $11,145
    Filer's total
    $319,636
  • Ashley Brauer

    HIGHLY COMPENSATED EMPLOYEE

    Total calculated
    $120,959
    From this org
    $102,250
    From related orgs
    $0
    Other
    $18,709
    Hours/week
    40
  • Mery Arroyo

    HIGHLY COMPENSATED EMPLOYEE

    Total calculated
    $120,039
    From this org
    $101,405
    From related orgs
    $0
    Other
    $18,634
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
5 October 2023
IRS schema version
2022v5.0
Source object
202302929349301100

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