Swope Health Foundation
- Assets
- $43.7m
- Revenue
- $2.4m
- Investments
- $10.1m
- Employees
- 1
- Location
- Kansas City, MO
- Founding
- 10/1989
- Data as of
- 12/2021
- EIN
- 43-1497518
Organization Overview
Swope Health Foundation is located in Kansas City, MO. The organization was established in 1989. According to its NTEE Classification (E80) the organization is classified as: Health (General & Financing), under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Swope Health Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Swope Health Foundation generated $2.4m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 65.3% each year . All expenses for the organization totaled $353.4k during the year ending 12/2021. While expenses have increased by 32.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SWOPE HEALTH FOUNDATION WAS CREATED TO RAISE FUNDS TO SUPPORT SWOPE HEALTH SERVICES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SWOPE HEALTH FOUNDATION (SHF) PROVIDES SUPPORT TO SWOPE HEALTH SERVICES (SHS) TO ESTABLISH DEVELOPMENT AND FUNDRAISING STRATEGIES AND FUNCTIONS AS PART OF THE SHS LONG-TERM STRATEGIC PLAN. NEW OPERATIONAL STRATEGIES ARE IN PROCESS FOR 2022 WITH A GOAL TO CREATE MODELS FOR CONDUCTING, TRACKING AND REPORTING ON CAPITAL CAMPAIGNS, ANNUAL FUND DRIVES AND FUNDRAISING EVENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Angela Smart Executive Director | OfficerTrustee | 0.3 | $101,360 |
Jeron Ravin President | OfficerTrustee | 0.3 | $0 |
Dr Linda Adkison Board Member | Trustee | 1 | $0 |
Dana Cutler Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $292,062 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $292,062 |
| Total Program Service Revenue | $0 |
| Investment income | $1,723,323 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $396,239 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,411,624 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $30,000 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $127,622 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $8,465 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $165,000 |
| Fees for services: Investment Management | $22,110 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $89 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $89 |
| Total functional expenses | $353,375 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $696,670 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $32,566,338 |
| Investments—other securities | $10,102,495 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $317,895 |
| Total assets | $43,683,398 |
| Accounts payable and accrued expenses | $12,261 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $229,309 |
| Total liabilities | $241,570 |
| Net assets without donor restrictions | $43,441,828 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $43,683,398 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Swope Health Foundation has recieved totaling $26,000.
| Awarding Organization | Amount |
|---|---|
E Kemper Carter And Anna Curry Carter Community Memorial Trust Kansas City, MO PURPOSE: PACE KC ADULT WELLNESS | $25,000 |
Hartley Family Foundation Milwaukee, WI PURPOSE: GENERAL OPERATING | $1,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Comprehensive Health Insurance Association Great Bend, KS | $122,969,212 | $99,936,486 |
Union Health Service Inc Chicago, IL | $42,170,759 | $88,933,727 |
Arvest Bank Group Employees Health Benefit Trust Lowell, AR | $8,178,125 | $52,821,500 |
Samaritan Ministries International Peoria, IL | $57,762,652 | $49,461,493 |
Oneworld Community Health Centers Inc Omaha, NE | $55,753,804 | $50,338,832 |
Delta Dental Plans Association Oak Brook, IL | $18,113,714 | $30,001,197 |
Washington State Health Insurance Pool Great Bend, KS | $15,414,499 | $29,306,973 |
Delta Dental Of Nebraska Omaha, NE | $13,547,591 | $26,037,391 |
Ahs Midwest Management Inc Bolingbrook, IL | $1,065,226 | $4,831,661 |
Northeast Oklahoma Community Health Centers Inc Hulbert, OK | $28,383,218 | $24,477,125 |
Oeu-965 Health Benefit Plan Springfield, IL | $22,470,499 | $12,801,499 |
Iowa Life And Health Insurance Guaranty Association Des Moines, IA | $11,629,327 | $10,389,227 |