Baptist-Trinity Lutheran Legacy Foundation
6675 Holmes Road
Suite 470
Kansas City MO 64131
Web and Phone Contact
Telephone (816) 276-7555
Mission Statement
To provide support in the greater Kansas City area for emergency medical assistance and health education programs and services. To seek philanthropic support for these areas of emphasis. To continue the tradition and religious heritage of the founders and donors of Baptist Medical Center and Trinity Lutheran Hospital and their Foundations.
Leadership
CEO/Executive Director Becky Schaid
Board Chair Mrs Shelly Iseman
Board Chair Company Affiliation
History and Background
Year of Incorporation 2003
Former Names
Baptist-Lutheran Medical Center Foundation
Financial Summary
Revenue Expense Area Graph

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
Statements
Mission Statement To provide support in the greater Kansas City area for emergency medical assistance and health education programs and services. To seek philanthropic support for these areas of emphasis. To continue the tradition and religious heritage of the founders and donors of Baptist Medical Center and Trinity Lutheran Hospital and their Foundations.
Background Statement Baptist-Trinity Lutheran Legacy Foundation, established in 2003, is a blend of the former Baptist Medical Center Foundation and the Trinity Lutheran Hospital Foundation. Combined, the Foundation has provided more than 100 years of support for the healthcare needs of the Kansas City community.
Impact Statement
Kansas City's Medicine Cabinet began in July of 2005 as a program of the Foundation to provide emergency medical assistance for those in need in the greater Kansas City area.  Beginning in July 2005 through February of 2017, more then 31,500 services  have been provided and more than  $6.25 million spent to provide needed services.  The program works with 14 social service agencies and has 26 intake sites across the metro area. In addition to the "community" intake sites, the program continues to work with the city's six domestic violence shelters and Cancer Action, Inc.  In 2016, 3,968 people were assisted  and 4,595 short-term emergency medical services were provided. 
  
In 2016, 77 nursing scholarships were awarded totaling $188,640.  The Foundation also continues to provide assistance to family practice residents, and  hosts the annual Orear Institute for post-graduate medical education.
 
Committed to health education in our neighborhood schools, the Foundation has provided over $1.1 million to University Academy's Wellness Center including $75,000 committed for the 2017-2018 school year.
Needs Statement
  • "Kansas City's Medicine Cabinet"
  • Nursing scholarships
  • Support for family practice residents
  • Orear Institute for Post-Graduate Medical Studies
  • Dr. Jack H. Hill Continuing Medical Education 
Service Categories
Fund Raising & Fund Distribution
Areas of Service
MO
KS
MO - Jackson County
MO - Clay County
MO - Platte County
KS - Wyandotte County
KS - Johnson County
MO - Eastern Jackson Co
MO - Jackson County Urban Core
KS - Wyandotte County Urban Core
Programs
Description

Kansas City's Medicine Cabinet, established in July of 2005, offers emergency medical assistance for those in need in the metropolitan area. The program provides funds for dental emergencies, diabetic supplies, durable medical equipment, prescriptions and vision care. In 2008 hearing aids were added to durable medical equipment as well as working with the domestic violence shelters in the area. In 2011 a partnership began with Cancer Action, Inc. to assist specific needs of cancer patients.  KCMC does not pay for routine physician, hospital or dental visits or controlled substances. 

In 2017, the program works with 14 social service agencies across the metro area and utilizes 26 intake sites. Beginning in     July, 2005 through February of 2017, more than 31,650 services have been provided and over $6.25 million has been disbursed for direct client assistance.
Program Budget $1.25
Category Health Care, General/Other Patient Care/Health Care Delivery
Population Served People/Families of People with Health Conditions, ,
Short-Term Success Success is defined by the number of people who receive the emergency service they request.  
Long-Term Success 75% of clients receive the service only once. Their health care emergency has been  addressed in a short-term fashion or addressed temporarily so that long-term services can be found elsewhere.
Program Success Monitored By
Weekly financial and client reports: Numbers of people served, number of services provided, dollars disbursed in each service category and number of clients served by intake site.
Examples of Program Success
July through December        2005           266  services provided           
January through December  2006           972  services provided
January through December  2007         1,074 services provided
January through December  2008         1,351 services provided
January through December  2009         2,297 services provided
January through December  2010         2,585 services provided
January through December  2011         2,788 services provided
January through December  2012         3,333 services provided
January through December  2013         3,679 services provided
January through December  2014         4,000 services provided
January through December  2015         4,088 services provided 
January through December  2016         4,595 services provided 
Description
The Foundation’s commitment to quality healthcare is exemplified by a history of funding educational opportunities for healthcare providers and the community.
  
In 2016, the Foundation provided $188,640 in nursing scholarships to 77 individuals.
 
Funded Programs:
  • Trinity Lutheran Hospital School of Nursing Alumnae Scholarship - open to anyone pursuing an RN or BSN. 
  • Hollinger Respiratory and Nursing Scholarship - open to students applying for Trinity Lutheran Hospital School of Nursing  Alumnae Scholarship.
  • Dr. Jack H Hill Continuing Medical Education - to support health care related education needs such as educational materials and speakers.
  • Orear Institute for Post-Graduate Medical Studies - annual post-graduate medical education conference.
  • In addition the Foundation assists family practice residents in expanding their educational opportunities.
Category Education, General/Other Student Financial Aid
Population Served Adults, ,
Short-Term Success Scholarship recipients will continue their education and graduate from their respective programs. Scholarship recipients will become active members of the medical profession workforce.
Long-Term Success The Kansas City community will have high quality healthcare providers to care for the needs of the metro area.
Program Success Monitored By The scholarship award winners are required to submit transcript and certification information.
Examples of Program Success 99% of scholarship recipients complete course work.
Description Grants are designed to improve the health of school communities through the development of innovative programs that address the physical and/or mental health needs of a neighborhood school. Over the past 11 years, the Foundation has provided over $1.1 million to support University Academy's school based Wellness Center including $75,000 for the school year 2016-2017.
Program Budget $625,000.00
Category Education, General/Other School Health Services
Population Served K-12 (5-19 years), ,
Short-Term Success The children at University Academy will make fewer visits to the nurse's office and miss fewer days of school because of an increase in physical and mental health. This will translate into a better educated school community.
Long-Term Success The full-time nurse practitioner and other staff members in the school continue to have an impact of the health of the children as well as their families.
Program Success Monitored By The Foundation receives an annual update and report from the nurse practitioner and physician overseeing the School Based Wellness Center.
Examples of Program Success
In school year 2015-2016:
  • 76% of the student population was enrolled in the Wellness Center.
  • The clinic had 464 visits throughout the school year.
  • A total of 266 immunizations were given.
Executive Director/CEO
Executive Director Becky Schaid
Term Start Jan 1990
Experience Becky has worked in the fund raising and public relations fields for over 33 years. For the past 27 years, she has been the Executive Director of the Foundation associated with Baptist Medical Center and Baptist-Lutheran Medical Center and now the Baptist-Trinity Lutheran Legacy Foundation. She has served on other nonprofit boards in the health care, youth and educational fields.
Co-CEO/Executive Director
Term Start 0
Compensation Last Year
Senior Staff
Title Program Director, Kansas City's Medicine Cabinet and Controller
Experience/Biography Jodi began as the Foundation Accountant in December of 2006.  Prior to that Jodi had been involved in numerous programs and projects with the Foundation. In February of 2015, Jodi assume additional responsibilities as the Interim Program Director for Kansas City's Medicine Cabinet and became the permanent Program Director in January of 2016.  
Title Marketing and Development Associate
Experience/Biography
Jennifer joined the Foundation in August of 2011.  Previously Jennifer worked at the Independent Magazine and owned her own retail business.
Title
Staff
Paid Full-Time Staff 5
Paid Part-Time Staff 1
Volunteers 40
Paid Contractors 2
Retention Rate 100%
Staff Diversity (Ethnicity)
Caucasian 6
Staff Diversity (Gender)
Female 6
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Frequency Annually
Non-Management Formal Evaluation Yes
Non-Management Formal Evaluation Frequency Annually
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan No
Management Succession Plan Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations
  • Bishop Sullivan Center and St. James Place
  • Community Assistance Council
  • Community Services League
  • Cross-Lines Community Outreach
  • El Centro
  • Guadalupe Centers, Belton 
  • Lee's Summit Social Services
  • Johnson County Human Services
  • Northland Assistance Center
  • Reconciliation Services
  • St. Luke's Lutheran Church
  • Grandview Assistance Program
  • Good Samaritan Center
  • Salvation Army Southland
Government Licenses
Is your organization licensed by the government? No
CEO Comments All Board members are required to be a member of either the Emergency Medical Assistance Committee or the Health Education Committee. They can also participate in other committees as desired. These committees provide oversight and development of policies and procedures for the Medicine Cabinet and criteria for community grant application selection.
Board Chair
Board Chair Mrs Shelly Iseman
Term Apr 2016 to Apr 2018
Board Members
NameAffiliation
Ms. Cheryl Anderson Community Volunteer
Mr. Jim Carr NAIA
Ms Sara Colt Community Volunteer
Ms. Virginia Coppinger Community Volunteer
Ms. Bette Croes Community Volunteer
Ms Liz Deckert Community Volunteer
Dr. James Earnest James Earnest Investments
Ms. Sara Goodburn Community Volunteer
Ms Shelly Iseman Community Volunteer
Mr. Rich Jones Mitchell Capital Financial
Ms. Susie Law HCA Midwest Health
Mr. Jason Lofton QTI .Inc
Mr. Harley Metcalf PM Sleep Labs, SETX Sleep Diagnostics
Mr. Craig Roeder Community Volunteer
Dr. Jane Rues Community Volunteer
Dr. Steve Salanski Research Family Medicine Residency Program
Mr. Al Tikwart Community Volunteer
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 15
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 8
Female 9
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 3
Board Meeting Attendance % 73%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 0%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 5
Standing Committees
Executive
Finance
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Distributions / Grant Making
Program / Program Planning
CEO Comments All Board members are required to be a member of either the Emergency Medical Assistance Committee or the Health Education Committee. They can also participate in other committees as desired. These committees provide oversight and development of policies and procedures for the Medicine Cabinet and criteria for community grant application selection.
Financials
Fiscal Year Start Jan 01, 2017
Fiscal Year End Dec 31, 2017
Projected Revenue $3,000,000
Projected Expenses $2,925,000
Endowment Value $2,641,785
Spending Policy Percentage
Foundation Comments
  • FY 2015, 2014: Financial data reported using the IRS Form 990.
  • FY 2013: Financial data reported using the organization's audited financial statements. 
  • Foundations/Corporate revenue line item may include contributions from individuals.
Detailed Financials
 
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$235,453$237,632$1,071,541
Government Contributions$0$0$0
Federal----$0
State----$0
Local----$0
Unspecified$0$0$0
Individual Contributions----$0
$0$0$0
$22,540$21,575$18,950
Investment Income, Net of Losses$1,485,562$4,838,018$714,188
Membership Dues$0$0$0
Special Events$24,262$60,795$119,053
Revenue In-Kind$0$6,106$0
Other($14,333)$23,148($25,298)
Expense Allocation
Fiscal Year201520142013
Program Expense$1,986,920$1,863,737$1,582,722
Administration Expense$347,376$338,105$162,933
Fundraising Expense$103,285$84,513$108,506
Payments to Affiliates----$0
Total Revenue/Total Expenses0.722.271.02
Program Expense/Total Expenses82%82%85%
Fundraising Expense/Contributed Revenue40%28%9%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$42,033,050$45,432,058$44,012,527
Current Assets$1,553,363$2,424,786$764,542
Long-Term Liabilities$0$0$0
Current Liabilities$257,496$254,530$353,963
Total Net Assets$41,775,554$45,177,528$43,658,564
Short-Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities6.039.532.16
Long-Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountAnonymous $150,000Health Care Foundation of Greater Kansas City $150,000Estate $750,000
Second Highest Funding Source & Dollar AmountAnonymous $20,000Gottlieb Foundation $20,000Health Care Foundation of Greater Kansas City $150,000
Third Highest Funding Source & Dollar AmountAnonymous $8,000HCA $10,000Gottlieb Foundation $20,000
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years No
Organization Name Baptist-Trinity Lutheran Legacy Foundation
Address 6675 Holmes Road
Suite 470
Kansas City, MO 64131
Primary Phone (816) 276-7555
Contact Email administration@btllf.org
CEO/Executive Director Becky Schaid
Board Chair Mrs Shelly Iseman
Year of Incorporation 2003
Former Names
Baptist-Lutheran Medical Center Foundation