Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and 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 | |||||
| (A)
OLATHE MEDICAL CENTER INC |
480577664 | 3 | Yes | 0 | 7,581,205 | |
| (B)
MIAMI COUNTY MEDICAL CENTER INC |
481155548 | 3 | Yes | 0 | 690,875 | |
| (C)
OLATHE HEALTH PHYSICIANS INC |
481088982 | 10 | Yes | 0 | 2,616,288 | |
|
Total 3
|
0 | 10,888,368 | ||||
Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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 | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 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.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 on 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) |
||||
| 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) |
||||
| 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): |
|||||
| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART I, LINE 12G, COLUMN VI | OLATHE HEALTH SYSTEM, INC. PROVIDES STRATEGIC PLANNING, INFORMATION TECHNOLOGY, ACCOUNTING, LEGAL AND OTHER MANAGEMENT SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS. THE AMOUNTS REPORTED IN SCHEDULE A, PART I, LINE 12G, COLUMN VI REPRESENT THE SUPPORT PROVIDED IN RELATION TO THESE SERVICES. |
| SCHEDULE A, PART IV, SECTION D, LINE 3 | The supported organizations had a significant voice in the investment policies and in directing the use of Olathe Health System's income or assets at all times during the tax year because the directors and/or officers of the supported organizations are also directors and/or officers of Olathe Health System. |
| SCHEDULE A, PART IV, SECTION E, LINE 3 | SOME OF THE DIRECTORS AND OFFICERS OF OLATHE HEALTH SYSTEM, INC. SERVE IN THE SAME CAPACITY FOR THE SUPPORTED ORGANIZATIONS, THEREFORE, THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIME DURING THE YEAR. |
| SCHEDULE A, PART IV, SECTION E, LINE 3A | OLATHE HEALTH SYSTEM, INC., AS THE SOLE MEMBER OF ITS SUPPORTED ORGANIZATIONS, HAS THE RIGHT TO ELECT THE GOVERNING BODY OF ITS SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION E, LINE 3B | OLATHE HEALTH SYSTEM, INC., AS THE SOLE MEMBER OF ITS SUPPORTED ORGANIZATIONS, HAS SUBSTANTIAL INFLUENCE REGARDING THE POLICIES, PROGRAMS, AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS. |
| 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 I, LINE 1 | CONTINUED - AND MIAMI COUNTY MEDICAL CENTER, INC. THESE ARE RELATED 501(C)(3) ORGANIZATIONS WHICH PROVIDE HOSPITAL AND PHYSICIAN SERVICES TO CITIZENS OF THE COMMUNITIES THEY SERVE. |
| FORM 990, PART V, LINE 1C | OLATHE MEDICAL CENTER, A RELATED 501(C)(3) ORGANIZATION, ISSUED 8 1099-MISC FORMS ON BEHALF OF OLATHE HEALTH SYSTEM, INC. FOR 2022. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS AUTHORIZED THAT, TO THE EXTENT PROVIDED IN THEIR CHARTERS ADOPTED BY THE BOARD, WILL EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION, EXCEPT FOR CERTAIN EXPRESSLY-PROHIBITED ACTIONS. THE EXECUTIVE COMMITTEE CONSISTS OF 5 OR MORE VOTING DIRECTORS OF THE BOARD. THE CHAIRPERSON OF THE BOARD WILL SERVE AS THE CHAIRPERSON OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DOES NOT HAVE THE POWER OR AUTHORITY OF THE BOARD TO ENGAGE IN THE FOLLOWING ACTS ON BEHALF OF THE CORPORATION OR ANY OF ITS PUBLICLY SUPPORTED ORGANIZATIONS: (A) AUTHORIZE DISTRIBUTIONS TO MEMBERS, DIRECTORS, OFFICERS, AGENTS OR EMPLOYEES EXCEPT IN EXCHANGE FOR VALUE RECEIVED (B) APPROVE OR RECOMMEND TO MEMBERS THE DISSOLUTION OR MERGER, OR THE SALE, PLEDGE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS (C) ELECT, APPOINT, OR REMOVE DIRECTORS OR FILL VACANCIES ON THE BOARD OR ANY OF ITS COMMITTEES (D) ADOPT, AMEND, OR REPEAL THE ARTICLES OR BYLAWS (E) APPOINTING AND REMOVING THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OR ANY OFFICER POSITION OR SENIOR VICE-PRESIDENT OR HIGHER (F) BORROWING OR INCURRING DEBT IN EXCESS OF $2,000,000 (G) APPROVING ANY LIENS, MORTGAGES, PLEDGES OF REVENUE OR ACCOUNTS RECEIVABLE OR OTHER SECURITY INTEREST IN ANY FORM INVOLVING REAL PROPERTY OF A VALUE IN EXCESS OF $2,000,000; PROVIDED THAT, THE TRANSACTION SHALL NOT APPLY TO A SECURITY INTEREST IF ARISING UNDER A CONTRACT AND SECURING SOLELY PAYMENT FOR GOODS OR SERVICES PURCHASED UNDER THE SAME CONTRACT. (H) MODIFYING ANY DEBT OR BORROWING OF THE OBLIGATED GROUP (I) APPROVING ANY UNBUDGETED OPERATING OR CAPITAL EXPENDITURE OR COMMITMENT IN EXCESS OF $3,000,000 (J) WITHOUT LIMITING (I) ABOVE, APPROVING ANY CAPITAL EXPENDITURE OR COMMITMENT IN EXCESS OF $5,000,000 (K) ENTERING INTO OR CARRYING OUT A LEASE, CONTRACT OR TRANSACTION, WHETHER FOR REAL OR PERSONAL PROPERTY OR FOR SERVICES, UNDER WHICH THE AGGREGRATE CONSIDERATION OVER THE TERM EXCEEDS $5,000,000 (L) DISPOSING, WHETHER THROUGH LEASE, SALE, GIFT, OR SIMILAR TRANSACTION REAL OR PERSONAL PROPERTY OF A VALUE IN EXCESS OF $5,000,000. THE COMMITTEE WILL KEEP A COMPLETE RECORD OF ITS ACTIVITIES AND REGULARLY REPORT THEM TO THE BOARD. ALTHOUGH A COMMITTEE MAY HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION, ALL ACTION TAKEN BY EACH COMMITTEE, AS WITH THE BOARD, WILL BE SUBJECT TO SUBSEQUENT REVISION, ALTERATION OR CHANGE BY THE BOARD, PROVIDED THAT UNLESS AND UNTIL SO REVISED, ALTERED OR CHANGED, THE ACTION OF THE COMMITTEE SHALL CONSTITUTE DUE APPROVAL ON BEHALF OF THE BOARD AND THE CORPORATION, AND IN ALL EVENTS, THE RIGHTS OF THIRD PERSONS WILL NOT BE AFFECTED THEREBY. |
| FORM 990, PART VI, SECTION A, LINE 2 | STANLEY HOLM, KRYSTAL CLAYMORE AND JEFF DOSSETT HAVE A BUSINESS RELATIONSHIP. THEY SERVE AS AN OFFICER OR DIRECTOR OF RELATED FOR-PROFIT COMPANIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT PERSONNEL. ANY QUESTIONS AND CONCERNS MANAGEMENT HAS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. A COPY OF THE 990 IS PROVIDED TO EVERY BOARD OF DIRECTOR BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PURPOSE OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS TO PROTECT THE ORGANIZATION'S INTEREST WHEN IT IS CONTEMPLATING A DECISION OR ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF ANY PERSON IN A POSITION OF AUTHORITY OVER THE ORGANIZATION, OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. CORPORATE OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A DISCLOSURE OF INFORMATION FORM ANNUALLY. A SUMMARY OF THE ANNUAL DISCLOSURES OF INFORMATION IS PROVIDED TO THE FULL BOARD FOR REVIEW AT LEAST ONE TIME PER YEAR. THE CONFLICT OF INTEREST POLICY CALLS FOR ANY INTERESTED PERSON TO DISCLOSE THE EXISTENCE OF A FINANCIAL RELATIONSHIP OR COMPETITIVE INTEREST IN CONNECTION WITH ANY PENDING TRANSACTION OR ARRANGEMENT. THE INDIVIDUAL IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT THAT GAVE RISE TO THE DISCLOSURE. WHEN A TRANSACTION INVOLVES AN INTERESTED PARTY, THE FOLLOWING PROCEDURES ARE FOLLOWED: 1. THE INTERESTED PARTY LEAVES THE MEETING AFTER PROVIDING ANY MATERIAL FACTS OR DISCUSSION REGARDING THE MATTER THAT GIVES RISE TO THE INTEREST UNLESS REQUESTED TO STAY BY THE REMAINING BOARD OR COMMITTEE MEMBERS. 2. IF APPROPRIATE, THE BOARD MAY APPOINT A NON-INTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. 3. THE INTERESTED DIRECTOR MAY NOT VOTE IN THE MATTER THAT GIVES RISE TO THE INTEREST. 4. IN ORDER TO APPROVE THE TRANSACTION, THE BOARD MUST FIRST FIND, BY A MAJORITY VOTE OF THE DIRECTORS THEN IN OFFICE, WITHOUT COUNTING THE VOTE OF THE INTERESTED DIRECTOR. A. THAT THE PROPOSED TRANSACTION IS IN THE ORGANIZATION'S BEST INTERESTS AND FOR ITS OWN BENEFIT, AND B. THAT, AFTER REASONABLE INVESTIGATION, THE BOARD HAS DETERMINED THAT THE ORGANIZATION CANNOT OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | ANNUALLY, THE PERSONNEL AND COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD, REVIEWS AND APPROVES THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES OF THE CORPORATION'S COMPENSATION IN ACCORDANCE WITH THEIR COMPENSATION POLICY. THE COMMITTEE REVIEWS THIRD PARTY SALARY SURVEYS TO REVIEW THE COMPENSATION OF THE CEO, OFFICERS, AND KEY EMPLOYEES OF THE CORPORATION TO DETERMINE THE FAIR MARKET VALUE OF THE CURRENT COMPENSATION, SALARY RANGES AND BENEFITS. COMPENSATION FOR SUCH OFFICERS IS APPROVED BY THE COMMITTEE, AND INFORMATION OF THEIR FINDINGS IS AVAILABLE TO ALL BOARD MEMBERS. IN ADDITION, THE CORPORATION HAS A WRITTEN CONTRACT WITH THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | TRANSFER to AFFILIATES $ ( 45,004) CHANGE IN EQUITY OF AFFILIATES $ ( 105,900,698) --------------- $ ( 105,945,702) |
| FORM 990, PART XII, LINE 2C & 3B | THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD WAS ESTABLISHED AND HAS OVERSIGHT OF THE AUDIT PROCESS, INCLUDING SELECTION OF THE INDEPENDENT ACCOUNTANT. AS OF JANUARY 1, 2023, A MEMBER SUBSTITUTION OCCURRED MAKING THE UNIVERSITY OF KANSAS HEALTH SYSTEM THE SOLE MEMBER OF OLATHE HEALTH SYSTEM, INC. AND ALL OF ITS SUPPORTED ORGANIZATIONS. TUKHS OPERATES ON A FISCAL YEAR END OF 6.30.2023. THEREFORE IT WAS DETERMINED OLATHE HEALTH SYSTEM, INC. WOULD NOT AUDIT THE FINANCIAL REPORTS AS OF 12.31.23 BUT WOULD BE INCLUDED IN THE AUDIT OF TUKHS FINANCIAL REPORTING AUDIT OF 6.30.2023. OLATHE HEALTH SYSTEM, INC. COMPLIED WITH THE SINGLE AUDIT PROVISIONS THROUGH INCLUSION IN TUKHS SINGLE AUDIT TO INCLUDE OHSI CALENDAR YEAR 2022. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:SERVICES RELATED TO TUKHS TOTAL FEES:227105 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MANAGEMENT SYSTEM DEVELOPMENT TOTAL FEES:197455 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING SERVICES TOTAL FEES:435815 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER FEES FOR SERVICES TOTAL FEES:877350 |
| Software ID: | |
| Software Version: |