Skip to content
Nonprofiteer
← FOUNDATION FOR A HEALTHY KENTUCKY INC

Form 990 for tax year 2023

Filed by FOUNDATION FOR A HEALTHY KENTUCKY INC.

Totals

Total revenue
$3,979,390
Total expenses
$3,567,667
Contributions and grants received
$1,211,130
Grants paid
$1,579,873
Program service revenue
$0
Investment income
$2,600,733
Other revenue
$167,527
Total assets, end of year
$59,517,581
Total liabilities, end of year
$48,352
Net assets or fund balances, end of year
$59,469,229
Program services expenses (Part IX)
$3,071,434
Management and general expenses
$496,233
Fundraising expenses
$0
Program service expenses (Part III)
$3,071,434

Program services were 86.1% 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.

  • 1e · Government grants (contributions)

    $1,060,880

  • 1f · All other contributions, gifts and grants

    $150,250

  • 3 · Investment income

    total $1,238,955 · excluded $1,238,955

  • 6a · Gross rents

    real property $302,985

  • 6b · Less rental expenses

    real property $137,737

  • 6c · Rental income or loss

    real property $165,248

  • 6d · Net rental income or loss

    total $165,248 · excluded $165,248

  • 7a · Gross sales of assets other than inventory

    securities $13,983,017

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

    securities $12,621,239

  • 7c · Gain or loss

    securities $1,361,778

  • 7d · Net gain or loss

    total $1,361,778 · excluded $1,361,778

  • 11a · Other revenue: OTHER INCOME

    total $2,279 · related or exempt $2,279

  • 11e · Other revenue, total

    $2,279

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,575,273 · program services $1,575,273

  • 2 · Grants to domestic individuals

    total $4,600 · program services $4,600

  • 5 · Compensation of officers, directors and key employees

    total $328,077 · program services $295,269 · management and general $32,808

  • 7 · Other salaries and wages

    total $602,154 · program services $527,175 · management and general $74,979

  • 9 · Other employee benefits

    total $139,880 · program services $115,981 · management and general $23,899

  • 10 · Payroll taxes

    total $60,584 · program services $51,087 · management and general $9,497

  • 11c · Fees: accounting

    total $48,260 · management and general $48,260

  • 11f · Fees: investment management

    total $198,454 · management and general $198,454

  • 11g · Fees: other

    total $235,277 · program services $216,344 · management and general $18,933

  • 13 · Office expenses

    total $83,403 · program services $72,163 · management and general $11,240

  • 14 · Information technology

    total $37,153 · management and general $37,153

  • 16 · Occupancy

    total $29,412 · program services $21,646 · management and general $7,766

  • 17 · Travel

    total $24,661 · program services $24,594 · management and general $67

  • 19 · Conferences, conventions and meetings

    total $77,701 · program services $74,008 · management and general $3,693

  • 22 · Depreciation, depletion and amortization

    total $91,049 · program services $87,776 · management and general $3,273

  • 24a · Other expenses: DUES AND SUBS

    total $26,211 · management and general $26,211

  • 24b · Other expenses: MISCELLANEOUS

    total $5,518 · program services $5,518

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $333,581 · end of year $255,079

  • 3 · Pledges and grants receivable

    beginning of year $471,929 · end of year $466,303

  • 4 · Accounts receivable

    beginning of year $13,650 · end of year $20,524

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,389 · end of year $18,538

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

    $3,733,330

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

    $1,236,581

  • 10c · Land, buildings and equipment, net

    beginning of year $2,500,976 · end of year $2,496,749

  • 11 · Investments: publicly traded securities

    beginning of year $46,388,679 · end of year $52,076,431

  • 12 · Investments: other securities

    beginning of year $4,210,736 · end of year $4,178,279

  • 15 · Other assets

    beginning of year $8,792 · end of year $5,678

  • 17 · Accounts payable and accrued expenses

    beginning of year $133,556 · end of year $48,352

  • 18 · Grants payable

    beginning of year $104,000

  • 27 · Net assets without donor restrictions

    beginning of year $53,708,176 · end of year $59,469,229

Mission and programs · 2023

Mission

ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS BY DEVELOPING AND INFLUENCING POLICY, IMPROVING ACCESS TO CARE, REDUCING HEALTH RISKS AND DISPARITIES, AND PROMOTING HEALTH EQUITY. 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.

Activities or mission (Part I)

ADDRESSING THE UNMET HEALTH NEEDS OF KENTUCKIANS BY DEVELOPING AND INFLUENCING POLICY, IMPROVING ACCESS TO CARE, REDUCING HEALTH RISKS AND DISPARITIES, AND PROMOTING HEALTH EQUITY.

  • THE FOUNDATION FOR A HEALTHY KENTUCKY MAKES GRANTS AND CONDUCTS PROGRAM ACTIVITIES THAT SUPPORT THE RESEARCH, DEVELOPMENT, ADVOCACY AND IMPLEMENTATION OF HEALTH POLICY RELATIVE TO ACCESS TO HEALTHCARE AND CHILDREN'S HEALTH. A. ADVANCING ACCESS TO SAFE, AFFORDABLE, QUALITY HEALTH CARE TO ALL KENTUCKIANS THE FOUNDATION'S WORK UNDER THIS INITIATIVE SUPPORTS INNOVATIVE HEALTH CARE DELIVERY SYSTEMS, A STRONGER PUBLIC HEALTH INFRASTRUCTURE, AND COLLABORATIVE EFFORTS AIMED TO ADDRESS THE SOCIAL DRIVERS OF HEALTH TO ENSURE KENTUCKIANS RECEIVE CARE RESPONSIVE TO THEIR HEALTH AND HEALTH CARE NEEDS.B. CHILDREN ARE THE DRIVING FORCE FOR A HEALTHIER KENTUCKYTHE FOUNDATION'S WORK UNDER THIS INITIATIVE SUPPORTS THE IMPROVEMENT OF THE PHYSICAL, SOCIAL AND EMOTIONAL HEALTH OF OUR NEXT GENERATION THROUGH PARTNERSHIPS AND ENGAGING COMMUNITIES WITH INNOVATIVE STRATEGIES TO BUILD HEALTHIER AND MORE EQUITABLE PLACES WHERE CHILDREN CAN ATTAIN THEIR OPTIMAL HEALTH AND WELL-BEING.

    Expenses $3,071,434 · Grants $1,579,873 · Revenue $2,279

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tracey Antle

    TREASURER

    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

  • Lawrence Prybil

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Marianne Smith Edge

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gary Dryden

    EX-OFFICIO BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Vivian Lasley-Bibbs

    BOARD MEMBER (DECEASED)

    Total calculated
    $0
    Hours/week
    1

  • Clifford Maesaka Jr

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Gastauer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Rosenberg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Wayne Tuckson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Charlotte Whittaker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mike Slaton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Fran Feltner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tommy Turner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alissa Young

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Albert Chandler

    PRESIDENT/CEO

    Total calculated
    $328,077
    From this org
    $293,344
    From related orgs
    $0
    Other
    $34,733
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,344
    Bonus
    $0
    Other
    $0
    Deferred
    $22,001
    Nontaxable benefits
    $12,732
    Filer's total
    $328,077

  • Allison Adams

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $173,965
    From this org
    $150,000
    From related orgs
    $0
    Other
    $23,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $0
    Other
    $0
    Deferred
    $11,250
    Nontaxable benefits
    $12,715
    Filer's total
    $173,965

  • Mery A Mendoza Arroyo

    SR POLICY & PROGRAM ADMIN

    Total calculated
    $129,675
    From this org
    $108,854
    From related orgs
    $0
    Other
    $20,821
    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
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202403129349300510

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.