2022-07-15T14:29:44-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 12721 METCALF AVENUE SUITE 104 OVERLAND PARK KS 66213 990 2021-01-01 430816306 THE PRINCIPLE FOUNDATION PRIN 8165615955 10670 BARKLEY ST OVERLAND PARK KS 66212 BRUCE JEFFREY EXECUTIVE DIRECTOR 8165615955 2022-07-14 1 BRUCE JEFFREY 999009999 GREG SULLIVAN P01259107 9134916655 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X BRUCE JEFFREY 10670 BARKLEY ST OVERLAND PARK KS 66212 5703785 0 X WWW.PRINCIPLEFOUNDATION.ORG X 1958 KS TO RENDER PRACTICAL SUPPORT TO FELLOW CHRISTIAN SCIENTISTS AND SUPPORT THEM IN SIMILAR BENEVOLENCE 11 10 16 170 0 0 1571306 2542379 1103892 1279222 263991 411015 3962 5046 2943151 4237662 1278041 544296 0 0 1077874 1066089 0 0 13009 472319 546073 2828234 2156458 114917 2081204 3695118 5935699 258909 212062 3436209 5723637 X TO PROMOTE INSPIRED BENEVOLENCE IN ACCORDANCE WITH THE TEACHINGS OF CHRISTIAN SCIENCE. 0 0 110678 110678 DISASTER RELIEF: ADMINISTER CHARITABLE GRANTS TO CHRISTIAN SCIENTISTS RESIDING IN THE USA IMPACTED BY NATIONAL DISASTERS, INCLUDING THE PANDEMIC. 581034 364913 CHRISTIAN SCIENTIST FINANCIAL ASSISTANCE: ADMINISTER CHARITABLE GRANTS TO CHRISTIAN SCIENTISTS. 820622 820622 ADMINISTER THE NATIONAL FUND FOR CHRISTIAN SCIENCE NURSING. THIS FUND IS A SUPPORTING ORGANIZATION OF THE PRINCIPLE FOUNDATION AND OFFERS FINANCIAL ASSISTANCE TO THOSE WHO NEED HELP IN PAYING FOR CHRISTIAN SCIENCE NURSING CARE. 537174 68705 458600 THE PRINCIPLE FOUNDATION EXTENDED SERVICES (TPFES): 1. OFFER GRANTS TO RETIRED CHRISTIAN SCIENCE NURSES WHO CAN DEMONSTRATE FINANCIAL NEED OR DISTRESS.2. OFFER INFORMATION SERVICES TO CHRISTIAN SCIENTISTS WHO MAY NEED HELP IN GETTING INFORMATION ON CHRISTIAN SCIENCE NURSING, HOUSING OPTIONS FOR SENIOR CHRISTIAN SCIENTISTS, AND HELP AVAILABLE TO THEM AND HOW TO PAY FOR IT.3. PROVING COORDINATION AND SUPPORT SERVICES FOR COLLABORATIVE ACTIVITIES WITHIN THE CHRISTIAN SCIENCE NURSING COMMUNITY.4. (NEW) ADMINISTER A GRANT PROGRAM (THE INTERNATIONAL FUND FOR CHRISTIAN SCIENCE NURSING) FOR PATIENTS OF CHRISTIAN SCIENCE NURSING OUTSIDE THE USA WHO MAY NEED FINANCIAL ASSISTANCE TO PAY FOR THIS CARE.5. (NEW) SUPPORT AN INTERN PROGRAM (CHRISTIAN SCIENCE NURSING YOUTH SERVICE CORPS) TO HELP CHRISTIAN SCIENTISTS, AGES 18-30, WORK AND LEARN AT CHRISTIAN SCIENCE NURSING ORGANIZATIONS. TPFES BEGAN AS A PROGRAM OF THE PRINCIPLE FOUNDATION IN 2019. HOWEVER, IN 2020, TO EXTEND AND EXPAND THE ACHIEVEMENT OF ITS MISSION, IT WAS ESTABLISHED AS A SUPPORTING ORGANIZATION TO THE PRINCIPLE FOUNDATION, THE ORGANIZATION HAS AN ADMINISTRATIVE SERVICES AGREEMENT WITH THE PRINCIPLE FOUNDATION, WHICH PROVIDES ADMINISTRATIVE SERVICES NECESSARY TO MAINTAIN AND OPERATE THE PROGRAMS. 537174 68705 458600 2049508 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 46 0 1 16 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA FL GA HI IL MA MI MN MS NC NH NJ NM NY OR PA SC TN UT VA WI WV X BRUCE JEFFREY 8165615955 10670 BARKLEY ST OVERLAND PARK KS 66212 BRUCE JEFFREY EXECUTIVE DIRECTOR 30.00 10.00 X X 133153 0 13066 ARCADIA NONES PRESIDENT 3.00 X X 0 0 0 ANNA LISA KRONMAN VICE PRESIDENT 1.50 1.50 X X 0 0 0 JOAN BERNARD BRADLEY SECRETARY 3.00 X X 0 0 0 JENNIFER HEBERT TREASURER 3.00 X X 0 0 0 D BRIAN BOETTIGER DIRECTOR 3.00 X 0 0 0 ROB COLLIER DIRECTOR/TREASURER 3.00 X X 0 0 0 CHARLES LINDAHL DIRECTOR 3.00 X 0 0 0 GINA LINDQUIST-BAILEY DIRECTOR 3.00 X 0 0 0 CAROLEEN SCHOLET DIRECTOR 3.00 X 0 0 0 GEORGE O STRONG DIRECTOR 3.00 X 0 0 0 133153 0 13066 1 0 0 0 0 2542379 2542379 MANAGEMENT FEES 561000 1279222 1279222 1279222 75413 75413 546 546 1798348 3377 1464391 1732 333957 1645 335602 335602 OTHER INCOME 900099 4500 4500 4500 4237662 1279222 0 416061 4181 4181 540115 540115 146221 112589 32169 1463 699814 692067 5027 2720 142659 135588 6424 647 3417 3317 84 16 73978 70512 3096 370 16097 15989 95 13 124421 118981 4820 620 29709 29709 20382 19493 796 93 5263 5147 103 13 52920 50901 1821 198 81200 78422 2484 294 75671 72284 3009 378 34497 33145 1202 150 587 562 22 3 21369 21369 15164 14755 368 41 TAXES AND REGISTRATION 40762 33367 1544 5851 TRAINING 15289 14749 464 76 MAINTENANCE 12095 11351 684 60 DUES & SUBSCRIPTIONS 647 624 20 3 2156458 2049508 93941 13009 230294 1758204 115068 1558 8756 1115808 115541 60355 1000267 3392115 3042608 4370 4370 6426 6426 3695118 5935699 123531 201342 135378 10720 258909 212062 X 3099752 5363962 336457 359675 3436209 5723637 3695118 5935699 X 2081204 212244 -6020 X X 0 1 X 1 0 X 6915842 6516191 1164231 1571306 2542287 18709857 6915842 6516191 1164231 1571306 2542287 18709857 2020068 16689789 72747 95624 63666 59591 75413 367041 7777 12911 2844 3589 4500 31621 19108519 4046791 0.87340 0.89130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 7,777. 2018 AMOUNT: $ 12,911. 2019 AMOUNT: $ 2,844. 2020 AMOUNT: $ 3,589. 2021 AMOUNT: $ 4,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 206820 206820 5869 4671 1198 149982 110870 39112 753137 753137 1000267 CAPITAL LEASE OBLIGATION 713 DEFERRED RENT 10007 10720 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE DETERMINATION IS THAT THE ORGANIZATION IS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND FOLLOWS THE ACCOUNTING STANDARD TO EVALUATE UNCERTAIN TAX POSITIONS. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. 1 DISASTER RELIEF 46 115473 HOME MORTGAGE/RENT 30 65665 TRANSPORTATION 28 50129 PRACTITIONER FEES 68 43715 LIVING EXPENSES 119 114733 RELOCATION 27 49377 HOME REPAIR 11 23505 PROFESSIONAL FEES 3 11000 DEBT CONTROL 6 8970 UTILITIES 2 3850 TAX ASSISTANCE 5 5673 BUSINESS RELATED 2 3300 EXCEPTIONAL EXPENSE 6 29387 FUNERAL EXPENSES 5 10197 GIFT SUBSCRIPTION 2 329 PUBLISHING SOCIETY 14 2817 GIFT PRACTITIONER 2 165 ENRICHMENT 1 130 CARE PROVIDER 1 1700 PART I, LINE 2: THE RECIPIENT OF A GRANT ISSUED BY THE PRINCIPLE FOUNDATION IS REQUIRED TO PROVIDE DETAIL ON HOW THE GRANT FUNDS WILL BE USED. IF A SECOND GRANT IS REQUESTED, THE PRINCIPLE FOUNDATION WILL ANALYZE ANY PREVIOUS GRANTS ISSUED TO THE RECIPIENT TO VERIFY THAT GRANT FUNDS WERE USED ACCORDING TO DETAIL PROVIDED. FORM 990, PART VI, SECTION A, LINE 1A THE BYLAWS AUTHORIZE THE FORMATION OF AN EXECUTIVE COMMITTEE, TO BE COMPRISED OF AT LEAST THREE VOTING BOARD MEMBERS CHARGED WITH IMPLEMENTING THE POLICIES AND DECISIONS OF THE BOARD AND MAY, IN CASES OF NECESSITY, EXERCISE THE FULL AUTHORITY OF THE BOARD. THE FORMATION OF AN EXECUTIVE COMMITTEE WAS NOT DEEMED NECESSARY IN 2020. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. THE INDEPENDENT ACCOUNTING FIRM THEN PROVIDES THE ORGANIZATION'S EXECUTIVE DIRECTOR A DRAFT OF THE FORM 990 FOR COMMENTS. ALL ISSUES ARE RESOLVED AND A COPY OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. THE BOARD PRESIDENT, TREASURER AND EXECUTIVE DIRECTOR MUST APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE PRINCIPLE FOUNDATION CONFLICT OF INTEREST POLICY COVERS THE BOARD, COMMITTEES AND STAFF. ACTUAL OR POTENTIAL CONFLICTS ARE REQUIRED TO BE REPORTED AS THEY ARISE TO THE BOARD PRESIDENT OR THE EXECUTIVE DIRECTOR AS APPROPRIATE. IN ADDITION THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR MONITOR PROPOSED AND ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. ONCE IDENTIFIED, THESE ITEMS ARE REVIEWED BY THE BOARD. THE INDIVIDUAL IN CONFLICT CANNOT BE INVOLVED IN THE DECISION AND MAY BE ASKED TO RECUSE THEMSELVES; THIS DOES NOT PRECLUDE THE BOARD FROM REQUESTING ADDITIONAL NEEDED INFORMATION. DECISIONS ABOUT RESTRICTIONS ARE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE PRINCIPLE FOUNDATION HAD AN INDEPENDENT BOARD OF DIRECTORS APPROVE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD OF DIRECTORS USES THE TRI-ANNUAL UMKC NON-PROFIT SALARY SURVEY TO PROVIDE COMPARABILITY DATA DURING THE REVIEW PROCESS. AN ANNUAL COST OF LIVING INCREASE IS ALSO A CONSIDERATION DURING THE REVIEW. THE COMPENSATION DELIBERATION AND FINAL DECISION MADE BY THE INDEPENDENT BOARD OF DIRECTORS WAS CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS LAST TOOK PLACE IN 2020. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION DOES NOT HAVE ANY OTHER COMPENSATED INDIVIDUALS THAT FIT THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. FOR REMAINING EMPLOYEES, EVERY THREE YEARS (BASE YEAR 2019) THE ED WILL CONSULT, COMPILE AND ANALYZE BENCHMARK INFORMATION AND DATA ON COMPARABLE POSITIONS IN SIMILAR NONPROFIT ORGANIZATIONS IN KANSAS CITY AND MAY INCLUDE ELSEWHERE. THE ORGANIZATION WILL GATHER SALARY INFORMATION ON CORRESPONDING POSITIONS WITHIN ORGANIZATIONS IN THE CHRISTIAN SCIENCE COMMUNITY. THE ED WILL SUBMIT HIS RECOMMENDATION FOR A TOTAL COMPENSATION ADJUSTMENT FOR EXISTING STAFF TO THE HR COMMITTEE. THE HR COMMITTEE WILL MAKE A UNANIMOUS RECOMMENDATION TO THE BOARD AT THE FALL MEETING. ONCE THE TOTAL SALARY ADJUSTMENT FUND AMOUNT IS APPROVED BY THE BOARD, THE EXECUTIVE DIRECTOR WILL DETERMINE THE SALARY ADJUSTMENTS FOR EACH STAFF MEMBER. IT IS RECOGNIZED THAT, IN THE FINAL ANALYSIS, THERE IS NO OTHER ORGANIZATION LIKE TPF. ALTHOUGH THE ORGANIZATION VALUES RELEVANT INFORMATION, FINAL DECISIONS WILL BE MADE PRIMARILY ON THE BASIS OF THE METAPHYSICAL WORK OF THE EXECUTIVE DIRECTOR AND BOARD MEMBERS. TPF SEEKS TO MODEL INSPIRED DECISION-MAKING BY LETTING GOD, INFINITE MIND, GUIDE US IN EVERY RESPECT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XI, LINE 9: TRANSFER TO THE PRINCIPAL FOUNDATION EXTENDED SERVICES -6,020. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR. NATIONAL FUND FOR CHRISTIAN SCIENCE NURSING 10670 BARKLEY STREET OVERLAND PARK KS 66212 831100674 HELP INDIVIDUALS GAIN ACCESS TO CHRISTIAN SCIENCE CARE KS 501(C)(3) LINE 12A, I THE PRINCIPLE FOUNDATION 1 THE PRINCIPLE FOUNDATION EXTENDED SERVICES 10670 BARKLEY STREET OVERLAND PARK KS 66210 842682895 TO SUPPORT THE HEALING MINISTRY OF CHRISTIAN SCIENCE NURSING KS 501(C)(3) LINE 12A, I THE PRINCIPLE FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 NATIONAL FUND FOR CHRISTIAN SCIENCE NURSING L 820622 CASH THE PRINCIPLE FOUNDATION EXTENDED SERVICES L 458600 CASH