2023-05-15T17:10:31-05:00 2022-06-30 FORVIS LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2021-07-01 480561969 HEARTSPRING INC % CRYSTAL HOUGH HEAR 3166348700 8700 EAST 29TH STREET NORTH WICHITA KS 67226 DANIEL K SOLIDAY PRESIDENT/CEO 3166348700 2023-05-15 true DANIEL SOLIDAY 999009999 SHAWNELL LINOT P01663908 3162652811 2 2021 2023-04-26 12:10:37Z DANIEL K SOLIDAY 8700 EAST 29TH STREET NORTH WICHITA KS 67226 26757198 false X WWW.HEARTSPRING.ORG X 1945 KS SEE SCHEDULE O 14 14 713 59 0 5152793 2166011 24033235 24036345 668365 334109 73900 65090 29928293 26601555 118446 75906 0 0 23500426 24008700 0 0 705968 4789778 4419372 28408650 28503978 1519643 -1902423 32760069 29501507 2220705 2060863 30539364 27440644 X TO BE A LEADER AND INNOVATOR IN PROVIDING CLINICALLY SUPPORTED SERVICES THROUGH EDUCATION AND THERAPIES FOR CHILDREN WITH SPECIAL NEEDS TO EMPOWER THEM TO GROW AND LEARN ON A PATH TO A MORE INDEPENDENT LIFE. false false 21217029 75906 21670429 THE HEARTSPRING SCHOOL SERVES CHILDREN IMPACTED BY COMPLEX INTELLECTUAL AND PHYSICAL CHALLENGES, SUCH AS AUTISM SPECTRUM DISORDER, DEVELOPMENTAL TRAUMA, AND CO-OCCURRING MEDICAL DIAGNOSES. OFFERINGS INCLUDE A DAY ONLY AND RESIDENTIAL OPTION SERVING CHILDREN FROM SCHOOL DISTRICTS THROUGHOUT THE UNITED STATES. HEARTSPRING INC STUDENTS OFTEN LIVE WITH CHALLENGING AND/OR PAIN BASED BEHAVIORS THAT INTERFERE WITH THEIR ACADEMIC PROGRESS AT SCHOOL, HOME, AND IN THE COMMUNITY. SEE SCHEDULE O FOR CONTINUATION. 4511777 0 2516670 HEARTSPRING'S OUTPATIENT SERVICES OFFERS PEDIATRIC THERAPIES IN THE FOLLOWING AREAS: OCCUPATIONAL, PHYSICAL, SPEECH, AUDIOLOGY, APPLIED BEHAVIOR ANALYSIS (ABA), AND PSYCHOLOGICAL SERVICES TO CHILDREN BIRTH TO 21. OUR OUTPATIENT FACILITY IS DESIGNED TO ALLOW FAMILIES AND PROFESSIONALS TO WORK COLLABORATIVELY TO ENSURE PROGRESS ACROSS MULTIPLE DISCIPLINES. THERAPISTS USE HANDS-ON THERAPEUTIC INTERVENTIONS IN AN INDIVIDUALIZED SETTING WHILE TEACHING FAMILIES HOW TO IMPLEMENT STRATEGIES AT HOME AND IN THE COMMUNITY. SEE SCHEDULE O FOR CONTINUATION. 25728806 true true false false false false false false false true true false false false false false false true false false false false false false true false false false true true false false false false false false false false false false false false false true true true false false true 50 0 true 713 true false false false false false true true false false false false false false X 14 14 false false true false false false false true true false false true true true true true true true true false X CRYSTAL HOUGH 3166348700 8700 EAST 29TH STREET NORTH WICHITA KS 67226 X KARINA FORREST-PERKINS PRESIDENT/CEO 40.0 0.0 X 288983 0 0 CAROLYN WILHELM CFO 40.0 0.0 X 188154 0 11029 STEPHEN PERRY DIRECTOR OF EDUCATIONAL SVCS 40.0 0.0 X 121778 0 29281 MELISSA RILEY CHIEF PEOPLE OFFICER 40.0 0.0 X 144080 0 6789 JULIE NOLLER COO 40.0 0.0 X 131283 0 19435 MEGAN SWETT DIV DIR. HEARTSPRING SCHOOL 40.0 0.0 X 108069 0 21938 STACIE WILLIAMSON VP OF FUND DEVELOPMENT 40.0 0.0 X 114747 0 9112 BOB MCFADDEN TRUSTEE 1.0 0.0 X 0 0 0 DURREL KELLEY PAST CHAIR 1.0 0.0 X X 0 0 0 STEPHANIE FARLEY CHAIR 1.0 0.0 X X 0 0 0 MONTE SHAW SECRETARY/TREASURER 1.0 0.0 X X 0 0 0 NATALIE HINKIN TRUSTEE 1.0 0.0 X 0 0 0 SCOTT GEPNER TRUSTEE 1.0 0.0 X 0 0 0 BRYAN BLUNDELL TRUSTEE 1.0 0.0 X 0 0 0 JEREMY MACHAIN VICE CHAIR 1.0 0.0 X X 0 0 0 TODD MATHENY TRUSTEE 1.0 0.0 X 0 0 0 KRISTIN ROBERT TRUSTEE 1.0 0.0 X 0 0 0 JOHN ROSEBOROUGH TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER SHANK TRUSTEE 1.0 0.0 X 0 0 0 LORA SMITH TRUSTEE 1.0 0.0 X 0 0 0 JOSH WEISER TRUSTEE 1.0 0.0 X 0 0 0 1097094 0 97584 7 false true false COMMLINK IT 1761 S AIRPORT RD WICHITA KS 67209 IT SERVICES 150758 UKSM-MEDICAL PRACTICE ASSOCIATION 1010 N KANSAS SUITE 3049 WICHITA KS 672143124 MEDICAL SERVICES 150978 ISG TECHNOLOGY PO BOX 871854 KANSAS CITY MO 641871854 TECHNOLOGY 129460 TRANE US PO BOX 845053 DALLAS TX 75284 HVAC 114814 4 370734 44166 1751111 2166011 SCHOOL & RESIDENTIAL PROGRAM 624100 21535361 21535361 EVALUATION PROGRAM 624100 2500984 2500984 24036345 334109 334109 0 5038 5038 0 0 0 0 8064 370734 132881 -124817 -124817 0 0 0 44446 22762 21684 21684 KANSAS HOT LUNCH MEALS REIMBURSEMENT 624100 125393 125393 EMPLOYEE/GUEST MEALS 722514 3677 3677 OTHER INCOME 900099 34115 34115 34115 34115 163185 26601555 24187099 248445 0 75906 75906 0 0 661727 52084 609643 0 18596702 17159177 968888 468637 740537 683293 38582 18662 1445352 1333626 75303 36423 2564382 2366155 133604 64622 0 69423 64057 3617 1749 63112 58233 3288 1590 0 0 0 612424 565084 31907 15433 80091 73900 4173 2018 204892 189054 10675 5163 96268 88826 5016 2426 0 1062579 980442 55360 26777 48885 45106 2547 1232 0 55964 49234 4536 2194 1958 1807 102 49 0 831274 767017 43309 20948 220693 203633 11498 5561 REPAIRS AND MAINTENANCE 165441 152652 8619 4169 FOOD 561432 518033 29251 14148 CLIENT/HOME/SUPPLIES 152342 140566 7937 3839 SAFETY GEAR 13937 12860 726 351 178657 148061 20622 9975 28503977 25728806 2069203 705968 4120528 2160053 5006006 4927984 59121 302350 2972081 2948965 0 0 0 0 0 0 7310 6398 355687 372555 26425297 11513330 15511994 14911967 4669462 3856216 0 0 0 0 0 0 57880 15019 32760069 29501507 2199905 2034020 0 0 20800 26843 0 0 0 0 0 0 0 0 0 0 0 0 2220705 2060863 X 29313823 25843392 1225541 1597252 30539364 27440644 32760069 29501507 -1902422 -1196298 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5530816 -682909 44166 29172 4774569 4556104 1176899 174797 27390 5530816 4482790 223426 126648 23464 4556104 4375072 242109 106479 27912 4482790 4319280 296422 211566 29064 4375072 0.56100 0.43900 false true true 1629819 1629819 20482746 8479665 12003081 29785 29785 0 2308301 1894306 413995 1974646 1109574 865072 14911967 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE HELD BY THE HEARTSPRING ENDOWMENT TRUST FOR THE BENEFIT OF HEARTSPRING, INC. A PERCENTAGE OF INVESTED FUNDS, DETERMINED ANNUALLY, IS DISTRIBUTED TO HEARTSPRING, INC. FOR GENERAL OPERATIONS IF THE FUNDS WERE NOT RESTRICTED BY THE DONOR OR FOR SPECIFIC PROGRAMS OR PURPOSES AS DESIGNATED BY THE DONOR. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. LIGHT YOUR HEAR 244472 240472 4000 13150 20513 29260 CAREFEST 134326 130262 4064 12640 985 56333 0 378798 370734 8064 25790 21498 85593 132881 -124817 true FINANCIAL ASSISTANCE - CLIENTS 38 44805 EMPLOYEE COLLEGE ASSIST 6 18842 EMPLOYEE SCHOLARSHIPS 16 12259 SCHEDULE I, PART I, LINE 2 FINANCIAL ASSISTANCE FOR CLIENTS - APPLICATIONS FOR FINANCIAL ASSISTANCE COMPLETED BY CLIENTS ARE REVIEWED BY DIRECTOR TO DETERMINE ELIGIBILITY. EMPLOYEE COLLEGE ASSISTANCE - APPLICATION IS REVIEWED BY HR DIRECTOR TO DETERMINE ELIGIBILITY. EMPLOYEE SIGNS AN AGREEMENT WITH HR. EMPLOYEE SCHOLARSHIPS - APPLICATION COMPLETED BY EMPLOYEE, SCHOLARSHIP COMMITTEE DETERMINES ELIGIBILITY. X X X false false false false false false false true false KARINA FORREST-PERKINS PRESIDENT/CEO 243438 0 45000 0 545 0 0 0 0 0 288983 0 0 0 CAROLYN WILHELM CFO 164464 0 23096 0 594 0 11029 0 0 0 199183 0 0 0 MELISSA RILEY CHIEF PEOPLE OFFICER 125538 0 18450 0 92 0 5589 0 1200 0 150869 0 0 0 JULIE NOLLER COO 107313 0 23819 0 151 0 7711 0 11724 0 150718 0 0 0 STEPHEN PERRY DIRECTOR OF EDUCATIONAL SVCS 117721 0 3516 0 541 0 7274 0 22007 0 151059 0 0 0 SCHEDULE J, PART I, LINE 7 THE BOARD OF TRUSTEES DETERMINES THE BONUS AMOUNT ANNUALLY BASED, IN PART, ON AGENCY AND INDIVIDUAL PERFORMANCE. FORM 990, PART I, LINE 1 TO BE A LEADER AND INNOVATOR IN PROVIDING CLINICALLY SUPPORTED SERVICES THROUGH EDUCATION AND THERAPIES FOR CHILDREN WITH SPECIAL NEEDS TO EMPOWER THEM TO GROW AND LEARN ON A PATH TO A MORE INDPENDENT LIFE. FORM 990, PART III, LINE 4A THE SCHOOL PROVIDES COMPREHENSIVE SUPPORTS AND INTERVENTIONS SERVING ALL AREAS OF A STUDENT'S LIFE, INCLUDING, BUT NOT LIMITED TO: EDUCATION, LIFE SKILLS, MENTAL WELLBEING, MEDICAL CARE, SPECIALIZED PEDIATRIC THERAPIES, WORKFORCE DEVELOPMENT, INTERPERSONAL COMMUNICATION, AND COMMUNITY BASED COMPETENCIES. HEARTSPRING ALSO OFFERS TRAINING AND CONSULTATION SERVICES TO PARENTS AND PROFESSIONALS NATIONWIDE AND GLOBALLY. FORM 990, PART III, LINE 4B HEARTSPRING TEAM MEMBERS ALSO PROVIDE SPECIALIZED CONSULTATION, FAMILY EDUCATION, AND CARE CLUB GROUPS DESIGNED TO BUILD KNOWLEDGE AND CAPACITY IN FAMILIES, COMMUNITY MEMBERS, AND PARTNERSHIPS LOCALLY AND STATEWIDE. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES THE FORM 990 BASED ON DATA SUBMITTED BY THE ORGANIZATION. THE ORGANIZATION'S CFO REVIEWS THE FORM PRIOR TO SUBMISSION. ANY QUESTIONS OR COMMENTS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE. THE 990 IS THEN REVIEWED BY THE BOARD EXECUTIVE COMMITTEE, ANY QUESTIONS OR COMMENTS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE. ONCE APPROVED BY THE BOARD EXECUTIVE COMMITTEE, THE FINAL VERSION OF THE FORM 990 AND ALL RELATED SCHEDULES ARE REVIEWED AND APPROVED BY THE ENTIRE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH OFFICER AND TRUSTEE COMPLETES A DISCLOSURE FORM. AS A TRUSTEE BECOMES AWARE OF SITUATIONS THAT MAY APPLY, THEY ARE REQUIRED TO DISCLOSE THE CONFLICT TO THE BOARD AND IT WILL BE REFLECTED IN THE MEETING MINUTES. HE OR SHE CANNOT ATTEND THE TRUSTEE DISCUSSION OF THE INCIDENT AND IS INELIGIBLE TO VOTE ON THE MATTER. THE EXECUTIVE COMMITTEE OF THE BOARD WILL REVIEW AND RECOMMEND APPROPRIATE ACTION FOR BOARD APPROVAL. EMPLOYEES ARE TO REPORT CONFLICT SITUATIONS TO THE PRESIDENT OR THE AUDIT COMMITTEE OF THE BOARD AS NECESSARY AND WILL REFRAIN FROM ANY ACTIVITY THAT MAY AFFECT THE AGENCY'S PARTICIPATION IN THE TRANSACTION OR CONTRACT. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION REVIEW FOR THE PRESIDENT/CEO IS PERFORMED EACH YEAR BY THE HUMAN RESOURCES DIRECTOR AND CFO UTILIZING GUIDESTAR, THE NON PROFIT TIMES, AND OTHER SOURCES FOR COMPARABLY SIZED NOT-FOR-PROFIT ENTITIES LOCATED IN THE MIDWEST. THE REPORT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY BY THE FULL BOARD IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION B, LINE 15B A COMPENSATION REVIEW FOR THE CFO AND LEADERSHIP TEAM OFFICERS IS PERFORMED EACH YEAR BY THE HUMAN RESOURCES DIRECTOR AND CEO. THE COMPENSATION REVIEW WAS DONE USING GUIDESTAR, AND THE NON PROFIT TIMES. THE REPORT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY APPROVED BY THE FULL BOARD IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. HEARTSPRING PUBLISHES ABBREVIATED FINANCIAL INFORMATION IN ITS ANNUAL REPORT, DIALOGUE. FINANCIAL INFORMATION IS ALSO PROVIDED IN CONJUNCTION WITH ESTABLISHMENT OF RELATIONSHIPS WITH FINANCIAL INSTITUTIONS AND GRANT PROPOSALS AS NEEDED. HEARTSPRING ENDOWMENT TRUST 8700 E 29TH ST N WICHITA KS 67226 486114194 SUPPORT KS 501(C)(3) 12A HEARTSPRING true HEARTSPRING FOUNDATION 8700 E 29TH ST N WICHITA KS 67226 481232409 SUPPORT KS 501(C)(3) 12A HEARTSPRING true false false true false false false false false false false false false false false false false false false false