Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 16,178,107 | 15,691,672 | 16,827,447 | 18,928,534 | 16,392,916 | 84,018,676 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 16,178,107 | 15,691,672 | 16,827,447 | 18,928,534 | 16,392,916 | 84,018,676 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 84,018,676 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 16,178,107 | 15,691,672 | 16,827,447 | 18,928,534 | 16,392,916 | 84,018,676 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 473,929 | 728,388 | 852,993 | 699,951 | 952,808 | 3,708,069 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 297,884 | 192,753 | 666,393 | 505,315 | 143,184 | 1,805,529 |
| 11 | Total support. Add lines 7 through 10 | 89,532,274 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS - 2014 AMOUNT: $ 297,884. 2015 AMOUNT: $ 192,753. 2016 AMOUNT: $ 666,393. 2017 AMOUNT: $ 505,315. 2018 AMOUNT: $ 143,184. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4A | (CONT'D) DENTAL CARE: GOOD DENTAL CARE IS A PREREQUISITE TO GOOD HEALTH. IN FACT, STUDIES SHOW THAT CHILDREN WITH POOR ORAL HYGIENE ARE AT INCREASED RISK FOR HEART DISEASE, STROKE AND A NUMBER OF OTHER AILMENTS LATER IN LIFE. UNFORTUNATELY, MOST LOW-INCOME PEOPLE DO NOT RECEIVE ADEQUATE DENTAL CARE, AND PUBLIC INSURANCE PROGRAMS, SUCH AS MEDICAID AND MEDICARE, INCREASINGLY LIMIT THE DENTAL SERVICES THEY WILL COVER, PARTICULARLY FOR ADULTS. IN 2018, SHS PROVIDED COMPREHENSIVE DENTAL CARE (SCREENINGS, EXAMINATIONS, XRAYS, FILLINGS, EXTRACTIONS, SEALANTS, FLUORIDE VARNISHES, TREATMENT OF GUM DISEASE, AND DENTURES) TO CLOSE TO 8,500 ADULTS AND CHILDREN. WE OFFER SAME-DAY TREATMENT TO PATIENTS IN PAIN, PROVIDING AN ALTERNATIVE TO THE EXPENSIVE EMERGENCY DEPARTMENT AT A LOCAL HOSPITAL. WE WORK WITH OB/GYN PROVIDERS AND PEDIATRIC PROVIDERS TO SCHEDULE PRIORITY APPOINTMENTS FOR THESE DENTALLY VULNERABLE POPULATIONS. DURING THE PAST YEAR, THE DENTAL DEPARTMENT HAS INCREASED ITS MOBILE DENTAL SERVICES TO INCLUDE MULTIPLE HEAD START LOCATIONS TREATING PATIENTS AGE THREE TO FIVE; ATTENDING A CHARTER ELEMENTARY SCHOOL TO TREAT CHILDREN FROM KINDERGARTEN TO EIGHTH GRADE; AND TREATING PATIENTS AT OVER SEVEN HOMELESS SHELTERS THAT INCLUDES BOTH MEN AND WOMEN, INCLUDING A DOMESTIC VIOLENCE SHELTER FOR WOMEN. WE HAVE ALSO BEEN TREATING DENTAL PATIENTS AT ONE DAY EVENTS THROUGHOUT THE METROPOLITAN KANSAS CITY AREA FROM KANSAS TO MISSOURI. BEHAVIORAL HEALTH: ACCORDING TO A 2018 REPORT ENTITLED A VIEW OF CONSUMER HEALTH ACCESS IN KANSAS AND MISSOURI BY THE GREATER KANSAS CITY HEALTH CARE FOUNDATION, KANSAS HEALTH FOUNDATION, MISSOURI FOUNDATION FOR HELP, REACH HEALTHCARE FOUNDATION AND UNITED METHODIST HELP MINISTRY FUND, 30% OF ADULTS 19 TO 64 RESPONDING TO THE SURVEY HAD A MENTAL HEALTH DIAGNOSIS. IN 2018, SWOPE HEALTH SERVICES PROVIDED MENTAL HEALTH AND/OR SUBSTANCE USE DISORDER SERVICES TO NEARLY 6,300 PATIENTS RESULTING IN OVER 100,000 VISITS. MANY OF THESE CLIENTS HAVE VERY FEW RESOURCES AND HAVE A DESPERATE NEED FOR THE BEHAVIORAL HEALTH CARE THAT SHS PROVIDES, WHICH CONSISTS OF VISITS FOR PSYCHIATRIC EVALUATION, MEDICATION MANAGEMENT, OUTPATIENT THERAPY, CASE MANAGEMENT, SUBSTANCE USE DISORDER TREATMENT INCLUDING OPIOID TREATMENT AND INTENSIVE RESIDENTTAL TREATMENT AS WELL AS SUPPORT FOR THOSE EXPERIENCING ACUTE CRISES. OPIOID TREATMENT IS EXPANDING AND BECOMING A SIGNIFICANT PART OF THE OVERALL SUBSTANCE USE DISORDER TREATMENT PROGRAM. DURING 2018, SWOPE HEATH SERVICES ALONG WITH OTHER COMMUNITY MENTAL HEALTH CENTERS AND A CONSORTIUM OF AREA HOSPITALS CONTINUED TO IMPROVE AND BUILD UPON THE HOSPITAL DIVERSION PROGRAM. THIS PROGRAM IS DESIGNED TO HELP THOSE SEEKING SERVICES VIA THE AREA HOSPITAL EMERGENCY ROOMS AND RECEIVE INTENSIVE CASE MANAGEMENT SERVICES AND TREATMENT ENGAGEMENT TO HELP BREAK THE CYCLE OF HOSPITALIZATIONS. THESE CLIENTS RECEIVE MUCH MORE COMPREHENSIVE TREATMENT BY THE COMMUNITY PROVIDERS, WHICH LEADS TO BETTER UTILIZATION OF THE RESOURCES AVAILABLE TO HELP THOSE IN CRISIS OR NEED. THE DATA SHOWS THAT THIS PROGRAM CONTINUES TO BE SUCCESSFUL. AS ONE OF THE FEW SAFETY NET AGENCIES IN THE GREATER KANSAS CITY AREA LOCATED IN THE URBAN CORE, SHS WORKS HARD TO ACHIEVE ITS MISSION TO HELP PROVIDE INTEGRATED MENTAL HEALTH, SUBSTANCE USE DISORDER AND PRIMARY CARE SERVICES TO A POPULATION AT RISK FOR UNEMPLOYMENT, VIOLENCE AND SHORTENED LIFE EXPECTANCY. IN 2018 THE ADDICTION TREATMENT CENTER IN THE CENTRAL KANSAS CITY AREA PROVIDED SUBSTANCE USE TRIAGE SERVICES TO HUNDREDS OF JACKSON COUNTY RESIDENTS. SWOPE HEALTH SERVICES ALONG WITH THE OTHER AREA PROVIDERS AND THE METROPOLITAN AREA POLICE DEPARTMENTS ARE PROVIDING A CRITICAL SERVICE TO HELP REDUCE THE INAPPROPRIATE USE OF HOSPITAL EMERGENCY ROOMS BY INDIVIDUALS THAT MAY BE EXPERIENCING A SUBSTANCE USE DISORDER PROBLEM THAT IS BETTER TREATED IN AN OUTPATIENT SETTING. CREATING A ONE-STOP, INTEGRATED HEALTH CARE SYSTEM: IN 2018 SHS DEDICATED A TEAM OF MEDICAL, BEHAVIORAL AND DENTAL CARE LEADERS TO DIRECT THE INTEGRATED CARE EFFORTS AT SWOPE HEALTH SERVICES. WHEN SEEKING SERVICES PATIENTS OFTEN MUST TRAVEL TO DIFFERENT SITES ON DIFFERENT DAYS TO GET ALL THE MEDICAL, DENTAL AND BEHAVIORAL HEALTH CARE THEY NEED. AS PART OF THIS EFFORT A MORE COORDINATED APPROACH IN PATIENT REFERRAL BETWEEN SERVICE AREAS IN SWOPE HEALTH SERVICES IS RESULTING IN GREATER CARE COORDINATION AND BETTER ACCESS TO CARE IN A MORE TIMELY MANNER. THIS EFFORT CONTINUES TO EXPAND. ONE OF THE NEW INITIATIVES WAS TO TAKE ALL THREE SERVICE AREAS AND CREATE A MEMORANDUM OF UNDERSTANDING TEMPLATE THAT CAN BE USED WITH AREA NOT-FOR-PROFIT AGENCIES IN ORDER TO HELP THEM BETTER IDENTIFY AND UTIILIZE THE INTEGRATED SERVICES OFFERED BY SWOPE HEALTH. HEALTHCARE HOME: SHS IS PARTICIPATING IN BOTH THE PRIMARY CARE AND BEHAVIORAL HEALTH HOME INITIATIVES SPONSORED BY THE STATE OF MISSOURI. THE PRIMARY CARE MEDICAL HOME HAS AN AVERAGE ENROLLMENT OF 660 CLIENTS AND THE BEHAVIORAL HEALTH ENROLLMENT AVERAGES 400 CLIENTS. THE FOCUS OF BOTH HEALTH HOMES IS GREATER UTILIZATION OF THE HEALTH HOME TEAM FOR TREATMENT OF CHRONIC DISEASES AND PREVENTION WITH LESS INAPPROPRIATE USAGE OF EMERGENCY CARE AND REDUCTION UNWARRANTED HOSPITALIZATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION PRESENTS AND DISCUSSES A DRAFT OF ITS FORM 990 WITH THE ORGANIZATION'S SENIOR MANAGEMENT, AS WELL AS THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE REMAINING BOARD MEMBERS ARE PROVIDED WITH A COPY FOR REVIEW AND COMMENT AS WELL. COMMENTS AND QUESTIONS OF THE REVIEWING INDIVIDUALS ARE ADDRESSED BY THOSE RESPONSIBLE FOR PREPARING THE FORM 990, AND APPROPRIATE MODIFICATIONS ARE MADE TO THE DRAFT BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS, KEY EMPLOYEES, AND ASSOCIATES ARE REQUIRED TO COMPLETE ANNUALLY THE CONFLICT OF INTEREST DISCLOSURE FORM AND PROVIDE PERIODIC UPDATES TO THE FORM AS MAY BE NECESSARY. IF A CONFLICT IS IDENTIFIED VIA ANNUAL DISCLOSURE FORM, SUPERVISOR AND HUMAN RESOURCES WILL DISCUSS STEPS TO RESOLVE. DEPENDING UPON THE LEVEL OF STAFF INVOLVED AND NATURE OF THE CONFLICT, UNRESOLVED SITUATIONS ARE ADDRESSED BY THE BOARD OF DIRECTORS. ANY CONFLICT IDENTIFIED WILL REQUIRE RECUSAL OF THE DIRECTOR, OFFICER, OR KEY EMPLOYEE WHERE APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S GOVERNANCE PROCESS FOR DETERMINING COMPENSATION OF THE PRESIDENT/CEO INCLUDES AN ANNUAL REVIEW OF SUCH COMPENSATION BY THE COMPANY'S BOARD OF DIRECTORS. IN CARRYING OUT THIS ANNUAL REVIEW, THE BOARD ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO ADVISE AND ASSESS THE REASONABLENESS OF THE COMPENSATION OF THE PRESIDENT/CEO AND OTHER MEMBERS OF THE SENIOR LEADERSHIP TEAM, NONE OF WHOM PARTICIPATE IN THIS REVIEW OF HIS/HER OWN COMPENSATION. THE BOARD ALSO CONSIDERS RECOMMENDATIONS FROM THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF SWOPE HEALTH SERVICES. THE SHS EXECUTIVE COMMITTEE MET ONCE IN 2018 FOR THE SOLE PURPOSE OF REVIEWING CEO COMPENSATION AND MAKING A PERFORMANCE ADJUSTMENT IN ACCORDANCE WITH DATA PREVIOUSLY PRESENTED BY ITS INDEPENDENT COMPENSATION CONSULTANT. DECISIONS WERE COMMUNICATED TO THE VP OF HUMAN RESOURCES FOR IMPLEMENTATION. THE DISCUSSIONS AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIALS STATEMENTS, AND FORM 990 ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S GOVERNANCE STRUCTURE INCLUDES A FINANCE COMMITTEE, WHICH IS A SEPARATE STANDING COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT PROCESS, INCLUDING REVIEWING AND DISCUSSING THE RESULTS OF THE ANNUAL AUDIT WITH THE INDEPENDENT ACCOUNTANT AS WELL AS THE SELECTION AND ENGAGEMENT OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR. |
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| Software Version: |