1SIONATTAC , 574, Program services (from line 44, column ())

Transcription

1 . Cad a) cv r. 0 L'1J Form Return of Organization Exempt From Income Tax Under section 501 (c), 527, or 4947( a)(1) of the Internal Revenue Code ( except black lung Department of the Treasury benefit trust or private foundation) Internal Revenue Service The organi zation may have to use a copy of this return to satisfy state report ing requirements A ror Lne Luu b cale ndar ear or tax ear oe mnin Auuo ana enain B Check if applicable please C Name of organization A RI SING TIDE - THE GREATER KC HEALTH 0 Employer Identification number Address usel or change CARE FOUNDATION D B A HEALTH CARE FDN OF GKC label or Name change print or Number and street (or P O. box if mail is not delivered to street address ) Room / suite E Telephone number initial return type. Final return Amended return Application See 1SIONATTAC 2700 E. 18TH STREET HED S p e c ifi c Instruc- City or town, state or country, and ZIP + 4 Aethd. 5 tion& meth od. cash ^{ Accrual pending KANSAS CI T Y. MO Other ( s pecity) Section 501 ( c)(3) organizations and 4947(a)(1) nonexempt charitable H and I are not applicable to section 527 organizations trusts must attach a completed Schedule A (Form 990 or 990 -FZ). H(a ) Is this a group return for afiliates? q Yes No G Website : WWW, HEALTHCARE4 KC. ORG H(b) If "Yes," enter number of affiliates D_ J Organization type (check only one ) }{ 501(c ) ( 3 ) 4 (Insertno ) 14947( a)(1) or 527 H(c) Are all affiliates included N_o Yes (If "No," attach a list See? Instructions K Check here if the organization ' s gross receipts are normally not more than $25,000 The H(d) Is this a separate return pled by an organization need not file a return with the IRS, but if the organization chooses to file a return, be organization covered by a group rulin 7 Yes }{ No sure to file a complete return Some states require a complete return. I Group Exemption Number M Check If the organization is not required L Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 15, 574, 550. to attach Sch B (Form 990, 990-EZ, or 990-PF) Revenue, Ex penses, and Chan g es In Net Assets or Fund Balances (See the instructions. ) 1 Contributions, gifts, grants, and similar amounts received. a Direct public support Jai 783, 136a b Indirect public support b c Government contributions ( grants ) c d Total ( add lines to through tc) (cash $ 783,136. noncash E ) 1 d 783, Program service revenue including government fees and contracts (from Part VII, line 93 ) Membership dues and assessments Interest on savings and temporary cash investments,, $''1 T , Dividends and interest from securities $T14T. 2,,,,,,,,,,,,,, 5 3, 957, 561a 6 a Gross rents 6 a... b Less: rental expenses b c Net rental income or ( loss) (subtract line 6b from line 6a) c 7 Other investment income (descnbe 7 > 8 a Gross amount from sales of assets other (A) Securities ( B) Other e, than inventory a b Less. cost or other basis and sales expenses 8b c Gain or ( loss) (attach schedule ) Sc d Net gain or (loss ) (combine line 8c, columns (A) and (B)) d 10, 816, 739a 9 Special events and activities ( attach schedule ). If any amount is from gaming, check here a Gross revenue (not including $ of contributions reported on line 1a ) a b Less : direct expenses other than fundraising expenses b c Net income or (loss ) from special events (subtract line 9b from line 9a) c 10a Gross sales of inventory, less returns and allowances Oa b Less* cost of goods sold b c Gross profit or (loss ) from sales of inventory (attach schedule ) ( subtract line 10b from line 10a),.. 10c 11 Other revenue (from Part VII, line 103 )..... II 3, Total revenue ( add lines 1d c , 574, Program services (from line 44, column ()) 13 6, 784, Management and general (from line 44, olu n (C)) ^ d 15 Fundraisin g ( from line 44, column ( D )) AU G. q.,ry ^ ^y 06 Q, H 16 Payments to affiliates ( attach schedule ).,,,,,,,,,, W,,,,,,,,, Total ex p enses add lines 16 and 44, of , 538. y 18 Excess or (deficit ) for the year ( subtract O 'I, , Net assets or fund balances at beginning of year (from line 73, column A,,,,,,,,,,,,,, , 144, 166. v 20 Other chan g9 es in net assets or fund balances ( attach ex P lanation ) STM , Z 21 Net assets or fund balances at end of year (combine lines 18, 19, and , 453, 951. For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2005 JSA 5E /03/ :51: _ 4

2 Form 990 (2505) Paget Statement of All organizations must complete column (A) Columns (B), (C), and ( D) are required for section 501(c )(3) and (4) Functional Expenses organizations and section 4947( a)(1) nonexempt charitable trusts but optional for others (See the instructions) Do not include amounts reported on line (A) Total ( B) Program ( C) Management ( D) 6b 8b 9b 10b or 16 of Part 1. seances and Fundraising general 22 Grants and allocations (attach schedule) (cash $ 6,784,459. noncash$ 22 check hereunt includes foreign grants,. 23 Specific assistance to individuals (attach schedule),,,,,,,,,,,,,,,, Benefits paid to or for members ( attach schedule ),,,,, 24 6, 784, , 784, 459. STMT 4 25 Compensation of officers, directors, etc Other salaries and wages., , Pension plan contributions.., , Other employee benefits,,,,,,, 28 10, , Payroll taxes..,......, 29 31, , Professional fundraising fees, Accounting fees , , Legal fees , , Supplies , , Telephone , , Postage and shipping , , Occupancy,,,,,,,,,,,,,,, 36 28, , Equipment rental and maintenance., 37 8, , Printing and publications,,,,,,, 38 1, , Travel , , Conferences, conventions, and meetings, 40 24, , Interest Depreciation, depletion, etc (attach schedule ) 42 30, , Other expenses not covered above (itemize): a STMT 30 43a , b 3b c 43c d 3d e 43e f 43f Total functional expenses. Add lines 22 through 43 (Organizations completing columns ( B)-(D), carry these totals to lines 13-15) , 653, 538., 784, Joint Costs. Check U if you are following SOP Are any joint costs from a combined educational campaign and fundraising solicitation reported in ( B) Program services? Yes X No If "Yes," enter ( i) the aggregate amount of these j oint costs $ (ii) the amount allocated to Program services $ (iii) the amount allocated to Management and general $, and (iv ) the amount allocated to Fundraising $ Form 990 (2005) JSA 5E /03/ :51:

3 Form 990 (2005) Page 3 LEM Statement of Program Service Accomplishments (See the instructions.) Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's program s a nd acc omplishments What is the organization 's primary exempt purpose? STATEMENT 3 1 Program Service Expenses All organizations must describe their exempt purpose achievements in a clear and concise manner. State the number ( Required for 501(c )(3) and of clients served, publications issued, etc. Discuss achievements that are not measurable. (Section 501 ( c)(3) and (4) (4) orgs, and 4947(a)(1) trusts, but optional for organizations and 4947 ( a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others.) others a SAFETY - NET - HEALTH - CARE - FUNDING - ACTIVITIES - EMPHASIZE STRENGTHENING - ORGANIZATIONAL _CAPACITY,_CULTURALLY COMPETENT SERVICES, _ COMKUNITY _ BASED HEALTH - PLANNING,_AND-IMPROVING EFFICIENCY _AND_ACCESS TO_CARE_ACCROSS THE_AGE_ LIFESPAN (Grants and allocations $ 3, 305, 446. ) If this amount includes foreign grants, check here b HEALTHY-LIFESTYLES-FUNDING-ACTIVITIES-EMPHASIZE NUTRITION AND_FITNESS_AS_WELL_AS-PREVENTING_TOBACCO_USE_IN CHILDRE TEENS -AND-YOUNG-ADULTS c (Grants and allocations $ 2, 399, 054. ) If this amount includes foreign grants, check here ADVOCACY-AND-SPECIAL-FUNDING-ACTIVITIES-SUPPORT-WORK ON STATEWIDE_INITIATIVES_TO ADVOCATE-FOR_INCREASING HEALTH CARE_ACCESS-FOR-THE_THE_POOR_AND_INDERINSURED,_AS WELL AS --_-_----_ SPECIFICALLY-FUNDING-FOUR-HURRICANE-KATRINA-RELATED SUPPORT PROJECTS -IN f-this----am---ount (Grants and allocations $ 5 1 in clud ēs foreign ḡrants ---,--chec--k-here 296, 7. ) I d APPLICANT-DEFINED-FUNDING-ACTIVITIES-PROVIDE-FUNDS TO ORGANIZATIONS_FOR_CONTINUATION_OR_EXPANSION_OF ESTABLISHED PROGRAMS-WHOSE-GOALS -MIRROR-THOSE-OF-THE-HEALTH- CARE FOUNDATION e (Grants and allocations $ 783, 208. ) If this amount includes foreign grants, check here Other program services (attach schedule) (Grants and allocations $ ) If this amount includes foreign grants, check here' n f Total of Program Service Expenses (should equal line 44, column (B), Program services).. 6, 784, 459. Form 990 (2005) 08. JSA 5E /03/ :51:

4 Form 990 (20D5 ) Page4 Balance Sheets (See the instructions.) Note : Where required, attached schedules and amounts within the description (A) (B) column should be for end-of-year amounts only. Beginning of year End of year 45 Cash - non-interest-bearing,,,,,,,,,,,,,,,,,,,,,,,,,,, 27, Savings and temporary cash investments NONE 47a Accounts receivable,,,,,,,,,,,, 47a 6, 412 b Less. allowance for doubtful accounts b 47c 6, a Pledges receivable,,,,,,,,,,,, 48a b Less allowance for doubtful accounts.. 48b 48c 49 Grants receivable, Receivables from officers, directors, trustees, and key employees (attach schedule) a Other notes and loans receivable (attach schedule) 1 51a d b Less allowance for doubtful accounts Sib 51C 52 Inventories for sale or use Prepaid expenses and deferred charges Investments - securities (attach schedule) stt4t.3;2 No. Cost q FMV a Investments - land, buildings, and equipment basis,,,, 55a b Less accumulated depreciation (attach schedule ),,,,,,,, 55b 55c 56 Investments - other (attach schedule ) a Land, buildings, and equipment: basis a 130, 403. b Less accumulated depreciation (attach schedule) b c 96, Other assets (describe STMT 33 ) 52, , Total assets (must equal line 74) Add lines 45 through Accounts payable and accrued expenses,,,,,,,,,,,,,,,,,,,,. 230, Grants payable Deferred revenue STMT Loans from officers, directors, trustees, and key employees (attach schedule ) 63 64a Tax-exempt bond liabilities (attach schedule) a b Mortgages and other notes payable (attach schedule ) 65 Other liabilities (describe ) Total liabilities. Add lines 60 through Organizations that follow SFAS 117, check here 67 through 69 and lines 73 and Unrestricted and complete lines 68 Temporarily restricted 69 Permanently restricted O rgan i zati ons th a t d o no t fo llow SFAS 117, c h ec k h ere an d complete lines 70 through Capital stock, trust principal, or current funds Paid-in or capital surplus, or land, budding, and equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances (add lines 67 through 69 or lines 70 through 72, column (A) must equal line 19; column ( B) must equal line 21) Total liabilities and net assetslfund balances. Add lines 66 and , , 425. Form 990 (2005) JSA 5E /03/ :51:

5 Form 990 (2Q05) Page 5 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the instructions.) a Total revenue, gains, and other support per audited financial statements a 29, 963, 323. b Amounts included on line a but not on Part I, line 12 1 Net unrealized gains on investments b Donated services and use of facilities b2 3 Recoveries of prior year grants b3 4 Other (specify) b4 Add lines b1 through b b c Subtract line b from line a c d Amounts included on Part I, line 12, but not on line a: 1 Investment expenses not included on Part I, line 6b d1 2 Other (specify): d Add lines d1 and d d e Total revenue Part I line 12 ) Add lines c and d e 15, 574, 550. Reconciliation of Expenses per Audited Financial Statements With Expenses per Return a Total expenses and losses per audited financial statements , 653, 538. b Amounts included on line a but not on Part I, line Donated services and use of facilities b1 2 Prior year ad justments re p orted on Part I, line b2 3 Losses re p orted on Part I, line Other (specify) b4 Add lines b1 throu gh b b c Subtract line b from line a c 7, 653, 538. d Amounts included on Part I, line 17, but not on line a: 1 Investment expenses not included on Part I, line 6b d 1 2 Other (specify) d2 e Add lines dl and d d Total expenses (Part I, line 17). Add lines c and d e 7, 653, 538. Current Officers, Directors, Trustees, and Key Employees (List each person who was an officer, director, trustee, or key emninvee nt any time dui-inn the year even if they were not rmmnencaterl) /see the inctnirhnns ) (A) Name and address (B) tie and average hours pe week devoted to position (C) Compensation (If not paid, enter ^. ( D) Contributions to employes benefit plans & defend compensation plans (E) Expense account and other allowances SEE STATEMENT , 250m 6, 735. NONE Form 990 (2005) JSA 5E /03/ :51:

6 Form 990 ( 2005 ) Page6.. _ Current Officers. Directors. Trustees, and Kev EmDlovees (continued) Yes No 75a Enter the total number of officers, directors, and trustees permitted to vote on organization business at board meetings b Are any offi cers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II- B, related to each other through family or business relationships? If "Yes," attach a statement that identifies the individuals and explains the relationship ( s) c Do any officers, directors, trustees, or key employees listed in From 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part Il-A or ll-b, receive compensation from any other organizations, whether tax exempt or taxable, that are related to this organization through common supervision or common control? Note. Related organizations include section 509(a )( 3) supporting organizations. If "Yes," attach a statement that identifies the individuals, explains the relationship between this organization and the other organization ( s), and describes the compensation arrangements, including amounts paid to each individual by each related organization d Does the oraanization have a written conflict of interest ool1cv Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during the year, list that person below and enter the amount of compensation or other benefits in the appropriate column. See the instructions ) (A) Name and address (B) Loans and Advances (C) Compensation (0) Contributions to employee benem plane & deret.ed compensation plans (E) E ense account and other allowances Other Information (See the instructions. ) Yes No 76 Did the organization engage in any activity not previously reported to the IRS? If "Yes," attach a detailed description of each activity X 77 Were any changes made in the organizing or governing documents but not reported to the IRS? X If "Yes," attach a conformed copy of the changes. 78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this retum'^ a X b If "Yes," has it filed a tax return on Form 990 -T for this year? b N 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If "Yes," attach a statement X 80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc, to any other exempt or nonexempt organization? a X b If "Yes," enter the name of the organization 81a b and check whether it is=exempt or=nonexempt Enter direct and indirect political expenditures. (See line 81 Instructi ons ) a 1 Did the or g anization file Form 1120-POL for this year? 1b, N JSA 5E /03/ :51: Form 990 (2005)

7 . Form 990 ( 2005 ) Pa e7 F7Me Other Information (continued) Yes No 82a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental value? a X b If "Yes," you may indicate the value of these items here Do not include this amount as revenue in Part I or as an expense in Part II (See instructions in Part III.) b N /A 83a Did the organization comply with the public inspection requirements for returns and exemption applications?,,,,,,,,,,,,, 83a X b Did the organization comply with the disclosure requirements relating to quid pro quo contributions?,,,,,,,,,,,,,,,,, 83b N 84a Did the organization solicit any contributions or gifts that were not tax deductible?,,,,,,,,,,,,,,,,,,,,,, 84a X b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 84b N I P, (c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members? a N I PL b Did the organization make only in - house lobbying expenditures of $2,000 or less? 85b _NZPL If "Yes" was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the pnor year. c Dues, assessments, and similar amounts from members c N /A d Section 162 ( e) lobbying and political expenditures d N /A e Aggregate nondeductible amount of section 6033 ( e)(1)(a) dues notices e N /A f Taxable amount of lobbying and political expenditures ( line 85d less 85e),.., f N / A g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?,,,,, 85 N IOL h If section 6033 ( e)(1)(a) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year? h N I PL (c)(7) orgs. Enter a Initiation fees and capital contributions included on line 12,,,., 86a N /A b Gross receipts, included on line 12, for public use of club facilities,,,,,,,,,,,,,,,,,, 86b N /A (c)(12) orgs. Enter : a Gross income from members or shareholders,,,,,,,,,,,,,,,, 87a_N /A b Gross income from other sources. ( Do not net amounts due or paid to other sources against amounts due or received from them.) 87b N / A 88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections and ? If "Yes," complete Part IX 88 X 89a 501 (c)(3) organizations. Enter : Amount of tax imposed on the organization during the year under section 4911 N/A, section 4912 N/A, section 4955 N / A b 501 (c)(3) and 501 (c)(4) orgs. Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach a statement explaining each transaction b X c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 N/A d Enter : Amount of tax on line 89c, above, reimbursed by the organization N/A 90a List the states with which a copy of this return is filed b Number of employees employed in the pay period that includes March 12, 2005 (See instructions),,,,,,,,,,,,,,,,,, 190b a The books are in care of DAN COUCH Telephone no Located at 2700 E. 18TH ST., STE. 220 KANSAS CITY, MO ZIP b At any time during the calendar year, did the organization have an interest in or a signature or other authority over Yes No a financial account in a foreign country ( such as a bank account, securities account, or other financial account)? b X If "Yes," enter the name of the foreign country See the instructions for exceptions and filing requirements for Form TD F , Report of Foreign Bank and Financial Accounts. c At any time during the calendar year, did the organization maintain an office outside of the United States? c X If"Yes," enter the name of the foreign country 92 Section 4947( a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form Check here ,.. and enter the amount of tax-exempt interest received or accrued dunna the tax Year I N/A Form 990 (2005) JSA 5E /03/ :51:

8 Form Page l Analysis of Income - Producina Activities (See the instructions.) Note : Enter gross amounts unless otherwise Unre lated business income Excluded by section 512, 513, or 514 (E) indicated. (A) (B) (C) (p) Related or Business code Amount Exclusion code Amount exempt function 93 Program service revenue: income a b c d e f Medicare/Medicaid payments g Fees and contracts from government agencies 94 Membership dues and assessments Interest on savings and temporary cash investments 14 14, 091a 96 Dividends and interest from securities. 14 3, 957, Net rental income or (loss) from real estate: a debt-financed property b not debt-financed property Net rental income or (loss ) from personal property. 99 Other investment income Gain or ( loss) from sales of assets other than inventory 18 10, 816, Net income or (loss ) from special events 102 Gross profit or (loss) from sales of inventory 103 Other revenue: a b OTHER REVENUE 03 3, 023. c d e 104 Subtotal (add columns (B), (D), and (E)). 14, 791, Total ( add line 104, columns ( B), (D), and (E)) ,791,414. Note : Line 105 plus line Id, Part 1, should equal the amount on line 12, Part Relationship of Activities to the Accomplishment of Exem pt Purposes (See the instructions. ) Line No. Explain how each activity for which income is reported in column ( E) of Part VII contributed importantly to the accomplishment y of the organization ' s exempt purposes ( other than by providing funds for such purposes) Information Reg ardin g Taxable Subsidiaries and D isreg arded Entities (See the instructions.) (A) Name, address, and EIN of corporation, p artnershi p, or disreg arded entity (B) Percentage of ownershi p i nterest (C) Nature of activities (D) Total income End-ofy ar asse s %.. Information Reaardina Transfers Associated with Personal Benefit Contracts (See the instructions.) (a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?.... (b) Did the organization, during the year, pay premiums, direct) 7 Note: If "Yes" to (b), file Form 8870 and Form 4720 (see lnstrucho Under penalties of perjury, I declare that I have examined this re and belief, it ue correct, and co to Declaration of prep Please X A Sign S ature of r Here,Q,^ Foeve, ^ SS/ Type or print n 0 e and title Preparers Paid signature k4,, A Preparer 's Firm' s name or yours HO Use Only if self-employed), 60 address, and ZIP + 4 vr. o^ o^ Yes x No JSA 5E /03/ :51:20

9 SCHEDULE A (Form 990 or 990-EZ) Organization Exempt Under Section 501(c)(3) (Except Private Foundation) and Section 501(e ), 501(f ), 501(k ), 501(n), or 4947 (a)(1) Nonexempt Charitable Trust OM B N o Department of the Treasury Internal Revenue Service Supplementary Information - ( See separate instructions.) MUST be completed by the above organizations and attached to their Form 990 or 990-EZ Name of the organization A RISING TIDE - THE GREATER KC HEALTH Employer Identification number CARE FOUNDATION D/B/A HEALTH CARE FDN OF GKC FMM Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See Daae 1 of the instructions. List each one. If there are none. enter " None.") (a) Name and address of each employee paid more (b ) Title and average hours ( d) Contributions to (e) Expense than $50, 000 per week devoted to position (c) Compensation employee benefit plans & account and other deferred com p ensation allowances SEE STATEMENT Total number of other employees paid over $50,000. NONE l_ Compensation of the Five Highest Paid Independent Contractors for Professional Services (See page 2 of the instructions. List each one (whether individuals or firms). If there are none, enter "None.") (a) Name and address of each independent contractor paid more than $50, 000 (b ) Type of service (c) Compensation SEE STATEMENT Total number of others receiving over $ 50,000 for professional services. NONE Compensation of the Five Highest Paid Independent Contractors for Other Services (List each contractor who performed services other than professional services, whether individuals or firms. If there are none, enter " None." See page 2 of the instructions.) (a) Name and address of each independent contractor paid more than $50,000 ( b) Type of service (c) Compensation Total number of other contractors receiving over $50,000 for other services *tn*1> For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-Q. Schedule A (Form 990 or 990-EZ) 2005 JSA 5E /03/ :51:

10 Schedule A (Form 990 or990-ez) Page 2 Statements About Activities (See page 2 of the instructions.) Yes No 1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If "Yes," enter the total expenses paid or incurred in connection with the lobbying activities $ 65, 000. (Must equal amounts on line 38, Part VI-A, or line i of Part VI-B.) X Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A. Other organizations checking "Yes" must complete Part VI-B AND attach a statement giving a detailed description of the lobbying activities 2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? (If the answer to any question is 'Yes,' attach a detailed statement explaining the transactions.) a Sale, exchange, or leasing of property? a X b Lending of money or other extension of credit'? b X c Furnishing of goods, services, or facilities? c X d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? d X e Transfer of any part of its income or assets? e X 3a Do you make grants for scholarships, fellowships, student loans, etc.? (If "Yes," attach an explanation of how you determine that recipients qualify to receive payments.) a X b Do you have a section 403(b) annuity plan for your employees? b X c During the year, did the organization receive a contribution of qualified real property interest under section 170(h)? c X 4a Did you maintain any separate account for participating donors where donors have the right to provide advice on the use or distribution of funds? a X b Do you provide credit counseling, debt management, credit repair, or debt negotiation services? 4b X Reason for Non-Private Foundation Status (See pages 3 through 6 of the instructions.) The or anlzatlon is not a private foundation because it is (Please check only ONE applicable box.) 5 A church, convention of churches, or association of churches. Section 170(b)(1)(A)(l). 6 A school. Section 170(b)(1)(A)(o) (Also complete Part V) 7 A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(iil). 8 A Federal, state, or local government or governmental unit. Section 170(b)(1)(A)(v). 9 A medical research organization operated in conjunction with a hospital. Section 170(b)(1)(A)(w). Enter the hospital's name, city, and state An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(1)(A)(iv). (Also complete the Support Schedule in Part IV-A.) 11 a 7X An organization that normally receives a substantial part of its support from a governmental unit or from the general public Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A.) I 1 b q A community trust Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.) 12 An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc., functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2). (Also complete the Support Schedule in Part IV-A.) 13 q An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in. (1) lines 5 through 12 above; or (2) section 501 (c)(4), (5), or (6), if they meet the test of section 509(a)(2) Check the box that describes the type of supporting organization []Type 1 n Type 2 n Type 3 Provide the following information about the supported organizations (See page 6 of the instructions ) (a) Name(s) of supported organization(s) (b) Line number from above 14 n An organization organized and operated to test for public safety Section 509(a)(4). (See page 6 of the instructions.) Schedule A (Form 990 or 990-EZ) 2005 JSA 5E /03/ :51:

11 Schedule A (Form 990 or 990-EZ) Page 3 ' Support Schedule (Complete only if you checked a box on line 10, 11, or 12) Use cash method of accounting. Note : You may use the worksheet in the instructions for converting from the accrual to the cash method of accountina Calendar y ear ( or fiscal year beginning in ) ( a ) 2004 (b ) 2003 ( c ) 2002 (d ) 2001 ( e ) Total 15 Gifts, grants, and contributions received. (Do not include unusual grants See line 28 ) NONE NONE NON Membership fees received, 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization ' s charitable, etc, purpose. 18 Gross income from interest, dividends, amounts received from payments on securities loans ( section 512 (a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes ) from businesses acquired by the organization after June 30, , 042, 718. NONE NON NON 3, 042, Net income from unrelated business activities not included in line Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge Other Income. Attach a schedule Do not include gain or (loss ) from sale of capital assets 23 Total of lines 15 through NONE NON NON Line 23 minus line NONE NON NON Enter 1%of line , 124, 850. NONE NON NON 26 Organizations described on lines 10 or 11: a Enter 2 % of amount in column (e), line a , 699. b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization ) whose total gifts for 2001 through 2004 exceeded the amount shown in line 26a. Do not file this list with your return. Enter the total of all these excess amounts 26b c Total support for section 509(a )( 1) test: Enter line 24, column (e),,.,,,,,.. 26c d Add. Amounts from column (e) for lines , 042, b d 3, 042, 718. e Public support ( line 26c minus line 26d total ),,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 26e I Public sup port p ercentage ( line 26e ( numerator ) divided by line 26c (denominator )). 26f % z1 urganizauons described on line 1z : a For amounts Incluaea in lines 1, 1b, and it mat were receivea from a --aisqualttlea person," prepare a list for your records to show the name of, and total amounts received in each year from, each " disqualified person" Do not file this list with your return. Enter the sum of such amounts for each year: NOT APPLICABLE (2004) ( ) (2002) (2001 ) b For any amount included in line 17 that was received from each person ( other than "disqualified persons "), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of ( 1) the amount on line 25 for the year or (2) $5,000. (Include in the list organizations described in lines 5 through 11, as well as individuals ) Do not file this list with your return. After computing the difference between the amount received and the larger amount described in (1) or ( 2), enter the sum of these differences (the excess amounts ) for each year (2004) (2003) (2002) (2001) c Add Amounts from column (e) for lines d Add Line 27a total, and line 27b total e Public support (line 27c total minus line 27d total) f Total support for section 509(a)(2) test: Enter amount from line 23, column (e) I 27f g Public support percentage ( line 27e ( numerator ) divided by line 27f (denominator )) h Investment income oercentaae (line 18. column (e) (numerator) divided by line 27f (denominator)) h % 28 Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 2001 through 2004, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return. Do not include these grants in line 15 JSA 5E c 27d 27e 27 % Schedule A (Form 990 or 990-FZ) /03/ :51:

12 Schedule A ( Form 990 or 990-EZ ) 2005 Private School Questionnaire ( See page 7 of the instructions.) (To be com p leted ONLY b y schools that checked the box on line 6 in Part IV) Page 4 NOT APPLICABLE 29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, Yes No other governing instrument, or in a resolution of its governing body? Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships? Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves?..,, If "Yes," please describe, if "No," please explain. (If you need more space, attach a separate statement.) Does the organization maintain the following: a Records indicating the racial composition of the student body, faculty, and administrative staff? 32a b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis?... 32b... c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships? 32c d Copies of all material used by the organization or on its behalf to solicit contributions? 32d If you answered "No" to any of the above, please explain (If you need more space, attach a separate statement.) Does the organization discriminate by race in any way with respect to: a Students' rights or privileges?..., b Admissions policies?... c Employment of faculty or administrative staff? d Scholarships or other financial assistance? e Educational policies? f Use of facilities? g Athletic programs? h Other extracurricular activities? 33 JSA If you answered "Yes" to any of the above, please explain (If you need more space, attach a separate statement) a Does the organization receive any financial aid or assistance from a governmental agency? b Has the organization's right to such aid ever been revoked or suspended? If you answered "Yes" to either 34a or b, please explain using an attached statement. 35 Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 05 of Rev Proc C B 587. coverlna racial nondiscrimination? If "No." attach an exolanation E /03/ :51: Schedule A (Form 990 or 990-EZ)

13 Schedule A Form 990 or 990-EZ ) Page 5 JiMIM Lobbying Expenditures by Electing Public Charities ( See page 9 of the instructions.) (To be completed ONLY by an eligible organization that filed Form 5768) NOT APPLICABLE Check a I if the organization belongs to an affiliated group. Check b if you checked "a" and "limited control" provisions apply. (a) (b) Limits on Lobbying Expenditures Affiliated group To be completed (The term "expenditures" means amounts paid or incurred) 36 Total lobbying expenditures to influence public opinion (grassroots lobbying),,, Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 36 and 37),,,,,,,,,,,,,,,, Other exempt purpose expenditures Total exempt purpose expenditures (add lines 38 and 39) Lobbying nontaxable amount. Enter the amount from the following table - If the amount on line 40 is - The lobbying nontaxable amount Is - Not over $500, % of the amount on line 40,,,,,,,,, Over $500,000 but not over $1,000,000. $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000,, $175,000 plus 10% of the excess over $1,000, Over $1,500,000 but not over $17,000,000,, $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000,,,,,,,,,,,, $1,000,000,,,,,,,,,,,,,,,, 42 Grassroots nontaxable amount (enter 25% of line 41),,,,,,,,,,,, Subtract line 42 from line 36 Enter -0- if line 42 is more than line Subtract line 41 from line 38 Enter -0- if line 41 is more than line totals for ALL electing organizations Caution : If there is an amount on either line 43 or line 44, you must file Form Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 45 through 50 on page 11 of the instructions.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal (a) (b) (c) (d) (e) year beginning in ) Total Lobbying nontaxable 45 amount Lobbying ceiling amount % of line 45 (e)) 47 Total lobb y in g ex p enditures Grassroots nontaxable 48 amount Grassroots ceiling amount 49 (150% of line 48e Grassroots lobbying 50 ex penditures.. Lobbying Activity by Nonelecting Public Charities ( For re p ortin g only by org anizations that did not com p lete Part VI-A (See pa g e 11 of the instructions. During the year, did the organization attempt to influence national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of. Yes No Amount a Volunteers... X b Paid staff or management (Include compensation in expenses reported on lines c through h.) X c Media advertisements X d Mailings to members, legislators, or the public,,,,,,,,,,,,,,,,,,,,,,,,,,, X e Publications, or published or broadcast statements X f Grants to other organizations for lobbying purposes,,,,,,,,,,,,,,,,,,,,,,,, X 65, 000. g Direct contact with legislators, their staffs, government officials, or a legislative body x h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means,,,,,, X I Total lobbying expenditures (Add lines c through h ) , 000. If "Yes" to any of the above, also attach a statement giving a detailed description of the lobbying activities STMT 41 JS+ Schedule A (Form 990 or 990 -EZ) E /03/ :51:

14 Schedule A ( Form 990 or 990-EZ ) Page 6 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (See page 12 of the instructions) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizatfons7 a Transfers from the reporting organization to a noncharitable exempt organization of: b (I) Cash... (Ii) Other assets a(ii) X Other transactions (I) Sales or exchanges of assets with a noncharitable exempt organization.,,,.,.. (Il) Purchases of assets from a noncharitable exempt organization (III) Rental of facilities, equipment, or other assets (Iv) Reimbursement arrangements (v) Loans or loan guarantees (vi) Performance of services or membership or fundraising solicitations c Sharing of facilities, equipment, mailing lists, other assets, or paid employees d If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization. If the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received: (a) (b) (c) (d) Line no Amount involved Name of nonchantable exempt organization Description of transfers, transactions, and sharing arrangements 52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?,,,,,..,,. q Yes No JSA 5E Schedule A (Form 990 or 990 -EZ) /03 / :51:

15 A RISING TIbE - THE GREATER KC HEALTH FORM 990, PART I - INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS DESCRIPTION AMOUNT INTEREST INCOME - BANK INTEREST INCOME - SHORT TERM INVESTMENTS TOTAL 13, , 091. STATEMENT 1 08/03/ :51:

16 A RISING TIDE - THE GREATER KC HEALTH FORM 990, PART I - DIVIDENDS AND INTEREST FROM SECURITIES DESCRIPTION AMOUNT INTEREST - FIXED INCOME INVESTMENTS DIVIDEND INCOME - EQUITIES INVESTMENT EXPENSES TOTAL 2, 966, ,217, ,226, ,957,561. STATEMENT 2 08/03/ :51:

17 A RISING TIDE - THE GREATER KC HEALTH FORM 990, PART I - OTHER INCREASES IN FUND BALANCES DESCRIPTION AMOUNT UNREALIZED GAIN ON INVESTMENTS 14, 388, TOTAL 14,388,773. STATEMENT 3 08/03/ :51:

18 A RISING TIDE - THE GREATER KC HEALTH FORM 990, PART II - GRANTS AND ALLOCATIONS PAID DURING THE YEAR RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GRANTS PAID AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION NONE TAR WARS 59, TOMAHAWK CREEK PARKWAY 501(C)(3) LEAWOOD, KS AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION NONE PARTNERS IN HEALTH/HEALTH LITERACY 50, TOMAHAWK CREEK PARKWAY 501(C)(3) LEAWOOD, KS AMERICAN LUNG ASSOCIATION OF MISSOURI NONE BLDNG MISSOURI'S CPCTY TO RDCE TOBACCO USE 50, HAMPTON AVENUE 501(C)(3) ST LOUIS, MO AMERICAN RED CROSS VISITING NURSES ASSOCIATION NONE HOSPITAL TO HOME PILOT PROJECT 20, W ARMOUR BLVD 501(C)(3) KANSAS CITY, MO BETHEL NEIGHBORHOOD CENTER NONE BETHEL YOUTH FIT FOR LIFE 13, SOUTH 7TH STREET 501(C)(3) KANSAS CITY, KS BLACK HEALTH CARE COALITION, INC NONE CHURCH BASED SCREENING ENHANCEMENT 25, TROOST AVENUE 501(C)(3) KANSAS CITY, MO /03/ :51: STATEMENT 4

19 A RISING TIDE - THE GREATER KC HEALTH FORM 990, PART II - GRANTS AND ALLOCATIONS PAID DURING THE YEAR RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT BLACK HEALTH CARE COALITION, INC NONE W.A.I.T. WATCH (WEIGHT ASSESSMENT IN TEENS) 40, TROOST AVENUE 501(C)(3) KANSAS CITY, MO BOYS AND GIRLS CLUBS OF GREATER KC NONE SMART MOVES 25, ROCKHILL ROAD 501(C)(3) SUITE 303 KANSAS CITY, MO CENTER FOR PRACTICAL BIOETHICS, INC NONE MEDICAL OUTREACH PROJECT 25, MAIN 501(C)(3) SUITE 500 KANSAS CITY, MO CENTRAL CITY CATHOLIC SCHOOLS NONE SCHOOLS HEALTH PROGRAM 15,000. CENTRAL CITY SCHOOL FUND OTHER 300 EAST 36TH STREET KANSAS CITY, MO CHILDREN'S TLC EASTER SEALS NONE EARLY INTERVENTION FOR THE UNINSURED 25, MAIN STREET 501(C)(3) KANSAS CITY, MO CITY OF INDEPENDENCE, HEALTH DEPARTMENT NONE KEYS TO HEALTHY KIDS 45, N MEMORIAL DRIVE GOVERNMENTAL AGENCY INDEPENDENCE, MO /03/ :51: STATEMENT 5

20 A RISING TIDE - THE GREATER KC HEALTH FORM 990, PART II - GRANTS AND ALLOCATIONS PAID DURING THE YEAR RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT COMMUNITY LINC NONE HEALTHY LIFESTYLES PROGRAM TROOST 501(C)(3) KANSAS CITY, MO ,000. CORNERSTONES OF CARE NONE COC HEALTH INITIATIVES PO BOX (C)(3) KANSAS CITY, MO ,750. CRITTENTON CHILDREN'S CENTER NONE HEALTH ENHANCEMENT PROJECT ELM AVENUE 501(C)(3) KANSAS CITY, MO ,500. DELASALLE EDUCATION CENTER NONE HEALTHY LIFESTYLES PROJECT 3740 FOREST 501(C)(3) KANSAS CITY, MO ,313. DEVELOPING POTENTIAL, INC NONE INCREASE ACCESS TO SERVICES 120 WEST WALNUT STREET 501(C)(3) INDEPENDENCE, MO ,000. EL CENTRO, INC. NONE HEALTHY HABITS, HEALTHY LATINOS 650 MINNESOTA AVENUE 501(C)(3) KANSAS CITY, KS , /03/ :51: STATEMENT 6