TRUMAN HEARTLAND COMMUNITY FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRUMAN HEARTLAND COMMUNITY FOUNDATION (EIN 43-1482136)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349309942
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:49:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY POWELL CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E WALNUT ST | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431482136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUMAN HEARTLAND COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUM | BusinessNameControlTxt |
| Phone | 8168368189 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 LITTLE BLUE PARKWAY SUITE 340 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP HANSON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILLIP | PersonFirstNm |
| Person Last | HANSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEVERLY POWELL | PreparerPersonNm |
| PTIN | P00623829 | PTIN |
| Phone | 8168330078 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILLIP HANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 439 E 64TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,677,377 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 337 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $8,806,222 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,141,442 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,470,579 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,645,920 | CYInvestmentIncomeAmt |
| PY Other Revenue | $629,851 | PYOtherRevenueAmt |
| CY Other Revenue | $764,590 | CYOtherRevenueAmt |
| PY Total Revenue | $10,906,652 | PYTotalRevenueAmt |
| CY Total Revenue | $10,551,952 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,692,386 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,268,653 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $644,747 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $631,157 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $181,813 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $879,260 | PYOtherExpensesAmt |
| CY Other Expenses | $910,532 | CYOtherExpensesAmt |
| PY Total Expenses | $6,216,393 | PYTotalExpensesAmt |
| CY Total Expenses | $6,810,342 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,690,259 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,741,610 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,413,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,120,063 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,575,934 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,243,669 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,837,154 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,876,394 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,222,705 | ExpenseAmt |
| Grant | $5,268,653 | GrantAmt |
| Desc | TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2020 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR MORE THAN 38 YEARS IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. NEVER HAS THIS WORK BEEN MORE IMPORTANT THAN IT WAS IN 2020. THOUGH WE WERE UNABLE TO GATHER, MEET, OR CELEBRATE IN PERSON DUE TO THE COVID-19 PANDEMIC, OUR COMMUNITY FACED THE CHALLENGES WITH AN OUTPOURING OF GENEROSITY. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS, AND THE ANNUAL COMMUNITY GRANTS PROGRAM, REACHED 5.3 MILLION. THERE ARE NOW MORE THAN 700 FUNDS, INCLUDING 38 NEW FUNDS ESTABLISHED IN 2020. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 51 GRANTS TO NONPROFIT ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, EDUCATION, AND MISSOURI WILDLIFE CONSERVATION TOTALING 310,810. SCHOLARSHIPS WERE AWARDED TO 326 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE, AND TECHNICAL STUDENTS, TOTALING 485,813 TO SUPPORT CONTINUING EDUCATION. THE 124 SCHOLARSHIPS WERE FUNDED THROUGH DONORS' DEDICATION AND GIVING. THE HEARTLAND LEGACY SOCIETY, COMPRISED OF INDIVIDUALS WHO THROUGH THEIR ESTATE PLANS CHOOSE TO LEAVE A LASTING LEGACY OF PHILANTHROPY, GREW BY 8, BRINGING THE TOTAL MEMBERSHIP TO 173. THEIR THOUGHTFUL PLANNING AND GENEROSITY DURING SUCH A DIFFICULT TIME WILL CONTINUE TO BENEFIT OUR COMMUNITY FAR INTO THE FUTURE. WITH 60,000 IN SUPPORT FROM EWING MARION KAUFFMAN FOUNDATION AND 120,000 IN FUNDHOLDER CONTRIBUTIONS, THE JOB SKILLS FOR NEW CAREERS INITIATIVE IMPROVED THE ECONOMIC STATUS OF 81 EASTERN JACKSON COUNTY PARTICIPANTS BY PROVIDING THEM WITH A PATHWAY TO HIGHER-PAYING, IN-DEMAND CAREERS THROUGH JOB SKILLS TRAINING, FINANCIAL COACHING, AND MENTORSHIP. JOB SKILLS FOR NEW CAREERS IS A COLLABORATION OF FOUR KEY ORGANIZATIONS: COMMUNITY SERVICES LEAGUE, KC SCHOLARS, MID-CONTINENT PUBLIC LIBRARY, AND THE UNIVERSITY OF CENTRAL MISSOURI. COVID-19 DISPROPORTIONALLY IMPACTED LOW-INCOME INDIVIDUALS AND FAMILIES. BY UTILIZING EACH ORGANIZATION'S UNIQUE ASSETS, APPLICANTS RECEIVED FREE TRAINING IN FIELDS THAT PAY LIVING WAGES AND CONTINUE TO BE IN HIGH DEMAND IN OUR REGION, INCLUDING HEALTHCARE AND SKILLED INDUSTRIAL TRADES. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDED 120 STUDENTS FROM 12 LOCAL HIGH SCHOOLS. IN A TYPICAL YEAR, STUDENTS LEARN ABOUT PHILANTHROPY AND GAIN HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING, AND VOLUNTEERISM. IN 2020, HOWEVER, WE WERE UNABLE TO HOLD OUR ANNUAL FOOD DRIVE OR FUNDRAISER. THANKS TO VIDEO CONFERENCING, YAC STUDENTS REMAINED SOCIALLY DISTANT BUT ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND OFFERED SUPPORT TO VARIOUS NONPROFIT ORGANIZATIONS UTILIZING THEIR ENDOWMENT. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY CANDY WHITE, PIVOTED FROM THE USUAL ANNUAL BLACK-TIE GALA TO CREATE A VIBRANT VIRTUAL EVENT WITH MORE THAN 80 WATCH PARTNERS. AS ALWAYS, THE EVENT SHOWCASED THE FOUNDATION'S WORK IN THE COMMUNITY. IT INTRODUCED SPONSORS AND GUESTS TO THE WONDERFUL GROUP OF HONOREES AND OUTSTANDING CITIZENS WHO RECEIVED RIGHTFUL RECOGNITION FOR THEIR UNWAVERING COMMITMENT TO COMMUNITY IMPROVEMENT. EVEN IN A VIRTUAL FORMAT, THE COMMITTEE GENERATED NEARLY 146,764 IN PROCEEDS FOR USE BY THE FOUNDATION FOR GENERAL OPERATIONS. | Desc |
| Total Program Service Expenses | $6,222,705 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGET STOPPELMAN | BusinessNameLine1Txt |
| Business Name Line2 | TRUMAN HEARTLAND COMMUNITY FOUNDATI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168368189 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 LITTLE BLUE PARKWAY STE 340 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64057 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| PHILLIP HANSON | ||||||
| PRESIDENT/CE | 40.00 | Yes (X) | $157,311 | $0 | $6,716 | |
| BRIDGET STOPPELMAN | ||||||
| CFO | 40.00 | Yes (X) | $85,280 | $0 | $4,011 | |
| BEVERLY POWELL | ||||||
| CIO | 15.00 | Yes (X) | $51,327 | $0 | $2,653 | |
| CINDY CAVANAH | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELE CRUMBAUGH | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| LINDA GERDING | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JULIA HAMPTON | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| HELEN HATRIDGE | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CLIFFORD JONES | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE KELLY | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BARBARA KOIRTYOHANN | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BRET KOLMAN | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DAVE MAYTA | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| TRACEY MERSHON | ||||||
| PAST CHAIR/D | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELANIE MOENTMANN | ||||||
| CHAIR/DIRECT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARTY NAPIER | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ROSALIE NEWKIRK | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| STEVE NOLL | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| STEVE POTTER | ||||||
| VICE CHAIR/D | 2.00 | $0 | $0 | $0 | Yes (X) | |
| RANDY RHOADS | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| STAN SALVA | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KAREN SCHULER | ||||||
| SECRETARY/DI | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIDGETTE SHAFFER | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ALLAN THOMPSON | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MONTIE TRIPP | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF WALTERS | ||||||
| TREASURER/DI | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL WATKINS | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| LYNETTE WHEELER | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CANDY WHITE | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DYAN ZIMMERMAN | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $293,918 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $13,380 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $216,624 | FundraisingAmt |
| All Other Contributions | $7,924,818 | AllOtherContributionsAmt |
| Noncash Contributions | $1,845,519 | NoncashContributionsAmt |
| Total Contributions | $8,141,442 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,058,126 | TotalRevenueColumnAmt |
| Exclusion | $1,058,126 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $587,794 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $587,794 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $587,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $587,794 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $129,804 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $216,624 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $125,425 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,379 | TotalRevenueColumnAmt |
| Exclusion | $2,434 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| ADMINISTRATION INCOME | $642,211 | $642,211 |
| PPP LOAN PROCEEDS | $115,100 | $115,100 |
| MISCELLANEOUS INCOME | $2,900 | $2,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $760,211 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,551,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $587,794 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,820,771 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,782,840 | TotalAmt |
| Program Services | $4,782,840 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,813 | TotalAmt |
| Program Services | $485,813 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,526 | TotalAmt |
| Program Services | $93,625 | ProgramServicesAmt |
| Management And General | $135,082 | ManagementAndGeneralAmt |
| Fundraising | $68,819 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,147 | TotalAmt |
| Program Services | $125,255 | ProgramServicesAmt |
| Management And General | $81,326 | ManagementAndGeneralAmt |
| Fundraising | $63,566 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,475 | TotalAmt |
| Program Services | $6,845 | ProgramServicesAmt |
| Management And General | $10,033 | ManagementAndGeneralAmt |
| Fundraising | $3,597 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,009 | TotalAmt |
| Program Services | $16,647 | ProgramServicesAmt |
| Management And General | $16,324 | ManagementAndGeneralAmt |
| Fundraising | $10,038 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,659 | TotalAmt |
| Management And General | $2,659 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,800 | TotalAmt |
| Management And General | $10,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,569 | TotalAmt |
| Program Services | $9,438 | ProgramServicesAmt |
| Management And General | $9,415 | ManagementAndGeneralAmt |
| Fundraising | $716 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,449 | TotalAmt |
| Program Services | $11,714 | ProgramServicesAmt |
| Management And General | $11,378 | ManagementAndGeneralAmt |
| Fundraising | $5,357 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,361 | TotalAmt |
| Program Services | $18,437 | ProgramServicesAmt |
| Management And General | $34,279 | ManagementAndGeneralAmt |
| Fundraising | $18,645 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,528 | TotalAmt |
| Management And General | $26,528 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012 | TotalAmt |
| Program Services | $253 | ProgramServicesAmt |
| Management And General | $506 | ManagementAndGeneralAmt |
| Fundraising | $253 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,398 | TotalAmt |
| Management And General | $1,398 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,486 | TotalAmt |
| Management And General | $14,486 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $656,521 | $656,521 | ||
| MARKETING/RECRUITING EXPE | $34,621 | $26,788 | $7,833 | |
| INSURANCE | $11,790 | $896 | $10,354 | $540 |
| CREDIT CARD FEES | $7,457 | $7,457 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,881 | TotalAmt |
| Program Services | $6,964 | ProgramServicesAmt |
| Management And General | $14,468 | ManagementAndGeneralAmt |
| Fundraising | $2,449 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,810,342 | TotalAmt |
| Program Services | $6,222,705 | ProgramServicesAmt |
| Management And General | $405,824 | ManagementAndGeneralAmt |
| Fundraising | $181,813 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,021 | BOYAmt |
| EOY | $1,533,043 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,894,106 | BOYAmt |
| EOY | $4,546,474 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,162 | BOYAmt |
| EOY | $264,330 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,153 | BOYAmt |
| EOY | $13,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $138,817 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $123,549 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,753 | BOYAmt |
| EOY | $15,268 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,405,893 | BOYAmt |
| EOY | $54,747,464 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,413,088 | BOYAmt |
| EOY | $61,120,063 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,747 | BOYAmt |
| EOY | $47,030 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,506,187 | BOYAmt |
| EOY | $12,196,639 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,575,934 | BOYAmt |
| EOY | $12,243,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,264,253 | BOYAmt |
| EOY | $46,231,867 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,572,901 | BOYAmt |
| EOY | $2,644,527 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,837,154 | BOYAmt |
| EOY | $48,876,394 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,413,088 | BOYAmt |
| EOY | $61,120,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,741,610 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,301,835 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $995,795 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,567,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,908,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,061,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,806,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,141,442 | CurrentTaxYearAmt |
| Total | $35,485,241 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,567,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,908,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,061,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,806,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,141,442 | CurrentTaxYearAmt |
| Total | $35,485,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,310,801 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,174,440 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,083,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,660,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,215,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,058,126 | CurrentTaxYearAmt |
| Total | $5,990,400 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $505,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $518,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $570,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $634,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $760,211 | CurrentTaxYearAmt |
| Total | $2,988,424 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,464,065 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $64,580 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 18,633 ADMINISTRATION INCOME 2,854,691 PPP LOAN FORGIVEN 115,100 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,222,705 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,222,705 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $461,135 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $115,284 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $437,582 | CurrentYearMinus2Amt |
| Current Year Minus1 | $432,375 | CurrentYearMinus1Amt |
| Current Year | $461,135 | CurrentYearAmt |
| Total | $1,331,092 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,996,638 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $6,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,351 | CurrentYearMinus1Amt |
| Total | $7,351 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $109,396 | CurrentYearMinus2Amt |
| Current Year Minus1 | $108,094 | CurrentYearMinus1Amt |
| Current Year | $115,284 | CurrentYearAmt |
| Total | $332,774 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $499,161 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $6,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,351 | CurrentYearMinus1Amt |
| Total | $7,351 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE C, PART I-A, LINE 1 | NONE |
| SCHEDULE C, PART II-A | TRUMAN HEARTLAND DID NOT MAKE ANY LOBBYING EXPENDITURES FOR ANY OF THE FOLLOWING YEARS: 2016 2017 2020 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 265 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 493 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,012,299 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $6,025,455 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,912,774 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $3,445,861 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $13,093,700 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $47,621,894 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,353,148 | BeginningYearBalanceAmt |
| Contributions | $4,690,243 | ContributionsAmt |
| Investment Earnings Or Losses | $3,615,351 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,405,319 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,329 | OtherExpendituresAmt |
| Administrative Expenses | $330,900 | AdministrativeExpensesAmt |
| End Year Balance | $33,920,194 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,205,898 | BeginningYearBalanceAmt |
| Contributions | $6,144,648 | ContributionsAmt |
| Investment Earnings Or Losses | $3,752,293 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,425,549 | GrantsOrScholarshipsAmt |
| Other Expenditures | $172 | OtherExpendituresAmt |
| Administrative Expenses | $323,970 | AdministrativeExpensesAmt |
| End Year Balance | $28,353,148 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,228,731 | BeginningYearBalanceAmt |
| Contributions | $1,216,434 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,452,340 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,485,446 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,320 | OtherExpendituresAmt |
| Administrative Expenses | $300,161 | AdministrativeExpensesAmt |
| End Year Balance | $20,205,898 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,773,218 | BeginningYearBalanceAmt |
| Contributions | $3,325,273 | ContributionsAmt |
| Investment Earnings Or Losses | $2,832,312 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,411,984 | GrantsOrScholarshipsAmt |
| Other Expenditures | $424 | OtherExpendituresAmt |
| Administrative Expenses | $289,664 | AdministrativeExpensesAmt |
| End Year Balance | $22,228,731 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,105,610 | BeginningYearBalanceAmt |
| Contributions | $1,823,869 | ContributionsAmt |
| Investment Earnings Or Losses | $1,090,682 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $994,142 | GrantsOrScholarshipsAmt |
| Other Expenditures | $833 | OtherExpendituresAmt |
| Administrative Expenses | $251,968 | AdministrativeExpensesAmt |
| End Year Balance | $17,773,218 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,655 | DepreciationAmt |
| Book Value | $5,953 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,209 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,894 | DepreciationAmt |
| Book Value | $9,315 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,268 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $11,702,601 |
| LIAB UNDER SPLIT-INT AGREEMENTS | $494,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,196,639 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,689,937 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,301,835 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $44,720 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$208,570 | OtherRevenueAmt |
| Revenue Not Reported | $2,137,985 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,551,952 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $10,551,952 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,650,697 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $44,720 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$1,204,365 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,159,645 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,810,342 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,810,342 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 13,363 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 125,425 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 71,626 INCOME RELATED TO AGENCY FUNDS -419,332 UNLOCATED DIFFERENCE AUDIT REPORT 348 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | EXPENSES RELATED TO AGENCY FUNDS -1,186,465 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 125,425 ADMINISTRATIVE FEES - AGENCIES -143,325 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA - THCF | Event1Nm |
| Gross Receipts Event1 | $181,530 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $143,244 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,286 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $19,418 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $15,349 | OtherDirectExpensesEvent1Amt |
| Event2 | ROTARY CARNIVAL | Event2Nm |
| Gross Receipts Event2 | $131,299 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $45,770 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $85,529 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,904 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $35,697 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $13,749 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $33,264 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $29,410 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $27,610 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,800 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $850 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $342,239 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $216,624 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $125,615 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,904 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $55,115 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,749 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,463 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $122,231 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $3,384 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (139 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| ALL-N-ONE OUTDOOR SOLUTIONS | |||||||
| PO BOX 105888 | JEFFERSON CITY | MO | 65109 | $10,652 | INVOICE PAYMENT | ||
| ALL-N-ONE OUTDOOR SOLUTIONS | |||||||
| PO BOX 105888 | JEFFERSON CITY | MO | 65109 | $15,411 | PARK IMPROVEMENTS | ||
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | $13,747 | ANNUAL DISTRIBUTION | 131788491 | 501C3 |
| AM LEBANESE SYRIAN ASSOC CHARITIES | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | $20,472 | ANNUAL DISTRIBUTION | 351044585 | 501C3 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | $13,747 | ANNUAL DISTRIBUTION | 530196605 | 501C3 |
| BANK OF AMERICA CHAR GIFT FUND | |||||||
| 100 FEDERAL STREET | BOSTON | MA | 02110 | $21,602 | 1ST DIST TO CLOSE FU | 046010342 | 501C3 |
| BLUE SPRINGS EDUCATION FOUNDATION | |||||||
| 1801 NW VESPER ST | BLUE SPRINGS | MO | 64015 | $25,000 | GENERAL SUPPORT | 462948172 | 501C3 |
| BLUE SPRINGS HISTORICAL SOCIETY | |||||||
| PO BOX 762 | BLUE SPRINGS | MO | 64013 | $8,910 | GENERAL SUPPORT | 431108906 | 501C3 |
| BRIGHTSTONE INC | |||||||
| PO BOX 682966 | FRANKLIN | TN | 37068 | $10,000 | GENERAL SUPPORT | 621783260 | 501C3 |
| BY THE HAND CLUB FOR KIDS | |||||||
| PO BOX 10043 | CHICAGO | IL | 60610 | $50,000 | GENERAL SUPPORT | 203144284 | 501C3 |
| CELEBRATION ON STERLING | |||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | $156,862 | FUND CLOSURE PAYOUT | 430889029 | 501C3 |
| CELEBRATION ON STERLING | |||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | $16,623 | FUND CLOSURE PAYOUT | 430889029 | 501C3 |
| CELEBRATION ON STERLING | |||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | $65,830 | FINAL DISBURSEMENT | 430889029 | 501C3 |
| CELEBRATION ON STERLING | |||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | $6,969 | FINAL DISBURSEMENT | 430889029 | 501C3 |
| CELEBRATION ON STERLING | |||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | $6,976 | FINAL DISBURSEMENT | 430889029 | 501C3 |
| CELEBRATION ON STERLING | |||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | $16,607 | FUND CLOSURE PAYOUT | 430889029 | 501C3 |
| CELEBRATION ON STERLING | |||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | $9,855 | FUND CLOSURE PAYOUT | 430889029 | 501C3 |
| CHILDREN'S MERCY HOSPITALS & CLINIC | |||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | $10,000 | CMH EAST EXPANSION | 440605373 | 501C3 |
| CHRISTIAN CHURCH OF GREATER KANSAS | |||||||
| 9401 JOHNSON DRIVE | MERRIAM | KS | 66203 | $9,042 | ANNUAL DISTRIBUTION | 440558472 | 501C3 |
| CLINTON UNITED METHODIST CHURCH | |||||||
| 601 S 4TH STREET | CLINTON | MO | 64735 | $10,000 | GENEARL SUPPORT | 440590276 | 501C3 |
| COLLEGE OF THE OZARKS | |||||||
| PO BOX 17 | POINT LOOKOUT | MO | 65726 | $16,442 | ANNUAL DISTRIBUTION | 440556862 | 501C3 |
| COMMUNITY BIBLE STUDY | |||||||
| 790 STOUT ROAD | COLORADO SPRINGS | CO | 80921 | $10,000 | GENERAL & TV SUPPORT | 510233462 | 501C3 |
| COMMUNITY LINC | |||||||
| PO BOX 32697 | KANSAS CITY | MO | 64171 | $40,803 | GENERAL SUPPORT | 431506591 | 501C3 |
| COMMUNITY LINC | |||||||
| PO BOX 32697 | KANSAS CITY | MO | 64171 | $20,000 | HOMLESS HOUSING | 431506591 | 501C3 |
| COMMUNITY OF CHRIST | |||||||
| 1001 W WALNUT | INDEPENDENCE | MO | 64050 | $13,000 | GENERAL SUPPORT | 440552038 | 501C3 |
| COMMUNITY OF CHRIST - CONERSTONE | |||||||
| PO BOX 3264 | INDEPENDENCE | MO | 64055 | $10,692 | 80% TO CLOSE FUND | 501C3 | |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | $10,000 | COMMUNITY GRANT | 430976396 | 501C3 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | $165,000 | JOB SKILLS FOR NEW C | 430976396 | 501C3 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | $10,000 | SMALL DOLLAR LOANS | 430976396 | 501C3 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | $10,229 | EXPENSE REIMBURSEMEN | 430976396 | 501C3 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | $25,000 | JELLEY GRANT | 430976396 | 501C3 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | $10,202 | EXPENSE REIMBURSEMEN | 430976396 | 501C3 |
| CORPORATE COPY PRINT | |||||||
| 111 S MAIN | INDEPENDENCE | MO | 64050 | $5,535 | MARDI GRAS 2020 EXPE | 431775551 | |
| COURAGEOUS LIFE CHURCH | |||||||
| 17310 E US HWY 40 | INDEPENDENCE | MO | 64055 | $10,000 | GENERAL SUPPORT | 455011117 | 501C3 |
| CRECER FOUNDATION | |||||||
| PO BOX 399 | DESOTO | KS | 66018 | $15,000 | SEMINARY BUILDING | 205197207 | 501C3 |
| CROSSLINE CHURCH | |||||||
| 23331 MOULTON PARKWAY | LAGUNA HILLS | CA | 92653 | $7,500 | GENERAL SUPPORT | 731721664 | |
| DEBBIE MILLER CONSULTING INC | |||||||
| 47 SPYGLASS DRIVE | LITTLETON | CO | 80123 | $8,986 | LEARNING LABS | 861118323 | |
| DRUMM FARM CENTER FOR CHILDREN INC | |||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | $6,313 | JELLEY GRANT | 440569643 | 501C3 |
| DRUMM FARM CENTER FOR CHILDREN INC | |||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | $11,640 | COMPASS PROGRAM | 440569643 | 501C3 |
| DRUMM FARM CENTER FOR CHILDREN INC | |||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | $25,000 | GENERAL SUPPORT | 440569643 | 501C3 |
| DRUMM FARM CENTER FOR CHILDREN INC | |||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | $12,500 | COMPASS & ST. OUTREA | 440569643 | 501C3 |
| DRUMM FARM CENTER FOR CHILDREN INC | |||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | $5,950 | YOUTH FINANCIAL SUPP | 440569643 | 501C3 |
| DRUMM FARM CENTER FOR CHILDREN INC | |||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | $20,000 | JELLEY GRANT | 440569643 | 501C3 |
| EMMAUS HOMES | |||||||
| 3731 MUELLER ROAD | ST CHARLES | MO | 63301 | $7,648 | ANNUAL DISTRIBUTION | 430653309 | 501C3 |
| FELLOWSHIP BIBLE CHURCH | |||||||
| 1210 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | $19,000 | GENERAL SUPPORT | 621660360 | |
| FELLOWSHIP BIBLE CHURCH | |||||||
| 1210 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | $40,000 | GLOBAL CHRISTMAS | 621660360 | |
| FIRST BAPTIST CHURCH OF OAK GROVE | |||||||
| 400 SE 14TH STREET | OAK GROVE | MO | 64075 | $25,000 | YOUTH BUILDING FUND | 440601679 | 501C3 |
| FRY & ASSOCIATES INC | |||||||
| 101 E 15TH AVE | NORTH KANSAS CITY | MO | 64116 | $7,688 | DOG PARK | 431328009 | 501C3 |
| GATEWAY CHURCH OF BLUE SPRINGS | |||||||
| 5600 SW WOODS CHAPEL ROAD | BLUE SPRINGS | MO | 64015 | $9,000 | MERCY MINISTRIES | 364514694 | 501C3 |
| GATEWAY CHURCH OF BLUE SPRINGS | |||||||
| 5600 SW WOODS CHAPEL ROAD | BLUE SPRINGS | MO | 64015 | $25,000 | MERCY MINISTRIES | 364514694 | 501C3 |
| GOOD SHEPHERD CARE COMMUNITY | |||||||
| 202 S WEST STREET | CONCORDIA | MO | 64020 | $10,000 | MEMORY CARE UNIT | 430799196 | 501C3 |
| GRACELAND UNIVERSITY | |||||||
| 1 UNIVERSITY PLACE | LAMONI | IA | 50140 | $13,742 | INSURANCE PREMIUM | 420707114 | 501C3 |
| HARRISONVILLE ANIMAL SHELTER | |||||||
| PO BOX 367 | HARRISONVILLE | MO | 64701 | $13,747 | ANNUAL DISTRIBUTION | 446000184 | |
| HARRISONVILLE MINISTERIAL ALLIANCE | |||||||
| 1311 SANDERS STREET | HARRISONVILLE | MO | 64701 | $13,747 | FOOD PANTRY | 431800881 | 501C3 |
| HARVESTERS | |||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | $10,000 | COVID-19 RESPONSE | 431208665 | 501C3 |
| HARVESTERS | |||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | $10,000 | GENERAL SUPPORT | 431208665 | 501C3 |
| HEARTLAND CHAMBER MUSIC | |||||||
| 1600 GENESSEE ST STE 824 | KANSAS CITY | MO | 64111 | $7,000 | JELLEY GRANT | 481248171 | 501C3 |
| HEARTS THAT CARE VOLUNTEER HEALTH C | |||||||
| 304 SOUTHWEST A AVENUE | LAWTON | OK | 73501 | $22,379 | FUND CLOSING DISBURS | 208373475 | 501C3 |
| HILLCREST TRANSITIONAL HOUSING OF M | |||||||
| PO BOX 901924 | KANSAS CITY | MO | 64190 | $7,333 | CLOSE FUND | 203093292 | 501C3 |
| HILLCREST TRANSITIONAL HOUSING OF M | |||||||
| PO BOX 901924 | KANSAS CITY | MO | 64190 | $18,084 | ANNUAL DISTRIBUTION | 203093292 | 501C3 |
| HILLCREST TRANSITIONAL HOUSING OF M | |||||||
| PO BOX 901924 | KANSAS CITY | MO | 64190 | $7,500 | GENERAL SUPPORT | 203093292 | 501C3 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | $16,442 | ANNUAL DISTRIBUTION | 381374230 | 501C3 |
| HOPE HOUSE INC | |||||||
| P O BOX 577 | LEES SUMMIT | MO | 64063 | $10,000 | GENERAL SUPPORT | 431265685 | 501C3 |
| INDEPENDENCE SQUARE ASSOCIATION | |||||||
| 202 W MAPLE AVE | INDEPENDENCE | MO | 64050 | $8,532 | EXECUTIVE DIRECTOR P | 431656837 | 501C3 |
| JACKSON COUNTY HISTORICAL SOCIETY | |||||||
| P O BOX 4241 | INDEPENDENCE | MO | 64051 | $18,000 | MUSEUM SUPPORT | 440651562 | 501C3 |
| JEWISH COMMUNITY FOUNDATION 43-604 | |||||||
| 5801 W 115TH ST SUITE 104 | OVERLAND PARK | KS | 66211 | $6,188 | FUND RETIREMENT | 436049281 | 501C3 |
| JOHN KNOX VILLAGE FOUNDATION | |||||||
| 400 NW MURRAY RD | LEES SUMMIT | MO | 64081 | $15,000 | BUS FUNDRAISER | 431304714 | 501C3 |
| JUNIOR ACHIEVEMENT OF MIDDLE AMERIC | |||||||
| PO BOX 801686 | KANSAS CITY | MO | 64180 | $10,000 | JELLEY GRANT | 440604809 | 501C3 |
| JUNIOR SERVICE LEAGUE OF INDEPENDEN | |||||||
| 3122 SOUTH CRYSLER | INDEPENDENCE | MO | 64055 | $10,000 | OPERATING SUPPORT | 436050228 | 501C3 |
| JUNIOR SERVICE LEAGUE OF INDEPENDEN | |||||||
| 3122 SOUTH CRYSLER | INDEPENDENCE | MO | 64055 | $10,000 | OPERATING EXPENSES | 436050228 | 501C3 |
| KANSAS CITY SCHOLARS INC | |||||||
| 8080 WARD PARKWAY SUITE 402 | KANSAS CITY | MO | 64114 | $37,500 | SCHOLARSHIPS | 813287932 | 501C3 |
| KANSAS CITY SCHOLARS INC | |||||||
| 8080 WARD PARKWAY SUITE 402 | KANSAS CITY | MO | 64114 | $50,000 | MARDI GRAS 2020 | 813287932 | 501C3 |
| KANSAS CITY METRO LIBRARY & INFO NE | |||||||
| 15624 E US HIWAY 24 | INDEPENDENCE | MO | 64050 | $20,000 | GENERAL SUPPORT | 431214124 | 501C3 |
| KANSAS CITY PET PROJECT | |||||||
| 7077 ELMWOOD AVE | KANSAS CITY | MO | 64132 | $8,901 | ANNUAL DISTBURSEMENT | 453067615 | 501C3 |
| KANSAS CITY SYMPHONY | |||||||
| 1703 WYANDOTTE STREET SUITE 200 | KANSAS CITY | MO | 64108 | $8,000 | GENERAL SUPPORT | 431297475 | 501C3 |
| KINCAID INFORMATION TECHNOLOGY | |||||||
| PO BOX 844725 | KANSAS CITY | MO | 64184 | $13,200 | TRAINING | ||
| LEE UNIVERSITY- FUNDRAISING | |||||||
| 1120 N OCOEE ST | CLEVELAND | TN | 37311 | $20,000 | SCHOLARSHIP | 620502739 | 501C3 |
| LEE'S SUMMIT ACADEMY | |||||||
| 601 NW LIBBY LN | LEES SUMMIT | MO | 64063 | $9,000 | MUSIC PROGRAMS | 431118190 | 501C3 |
| LEE'S SUMMIT UNDERWATER RECOVERY I | |||||||
| P O BOX 6575 | LEES SUMMIT | MO | 64064 | $8,000 | COMMUNITY GRANT | 431304163 | 501C3 |
| LEGACY CHRISTIAN CHURCH | |||||||
| 10150 ANTIOCH RD | OVERLAND PARK | KS | 66212 | $9,000 | GENERAL SUPPORT | ||
| LEVY RESTAURANTS | |||||||
| ONE ARROWHEAD DRIVE | KANSAS CITY | MO | 64129 | $6,468 | MARDI GRAS 2020 | ||
| LEVY RESTAURANTS | |||||||
| ONE ARROWHEAD DRIVE | KANSAS CITY | MO | 64129 | $21,104 | MARDI GRAS 2020 | ||
| LINCOLN NATIONAL LIFE INSURANCE CO | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $30,000 | INSURANCE PREMIUM | 350472300 | |
| LINCOLN NATIONAL LIFE INSURANCE CO | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $6,000 | INSURANCE PREMIUM | 350472300 | |
| LINCOLN NATIONAL LIFE INSURANCE CO | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $50,800 | INSURANCE PREMIUM | 350472300 | |
| LINCOLN NATIONAL LIFE INSURANCE CO | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $10,000 | INSURANCE PREMIUM | 350472300 | |
| LINCOLN NATIONAL LIFE INSURANCE CO | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $7,000 | INSURANCE PREMIUM | 350472300 | |
| MANOS AMIGAS KC | |||||||
| 8426 CLINT DR 352 | BELTON | MO | 64012 | $9,195 | STUDENT SUPPORT | 473958792 | 501C3 |
| MAYWOOD BAPTIST CHURCH | |||||||
| 10505 E WINNER ROAD | INDEPENDENCE | MO | 64052 | $10,000 | BENEVOLENCE FUND | 440602011 | |
| MBCH CHILDREN AND FAMILY MINISTRIES | |||||||
| 11300 ST CHARLES ROCK ROAD | BRIDGETON | MO | 63044 | $12,767 | ANNUAL DISTRIBUTION | 431948009 | 501C3 |
| MISSION AVIATION FELLOWSHIP | |||||||
| PO BOX 47 | NAMPA | ID | 83653 | $13,000 | MISSON SUPPORT | 951920983 | 501C3 |
| MISSION SOUTHSIDE | |||||||
| 18335 W 168TH TERRACE | OLATHE | KS | 66062 | $20,000 | GENERAL SUPPORT | 273655778 | 501C3 |
| MISSOURI 4-H FOUNDATION | |||||||
| 109 WHITTEN HALL | COLUMBIA | MO | 65211 | $80,968 | FINAL DISBURSEMENT | 436044367 | 501C3 |
| MISSOURI 4-H FOUNDATION | |||||||
| 109 WHITTEN HALL | COLUMBIA | MO | 65211 | $13,379 | TRNSFR FUND MGMT | 436044367 | 501C3 |
| MISSOURI 4-H FOUNDATION | |||||||
| 109 WHITTEN HALL | COLUMBIA | MO | 65211 | $326,992 | TRNSFR FUND MGMT | 436044367 | 501C3 |
| MISSOURI 4-H FOUNDATION | |||||||
| 109 WHITTEN HALL | COLUMBIA | MO | 65211 | $107,863 | TRNSFR FUND MGMT | 436044367 | 501C3 |
| MISSOURI 4-H FOUNDATION | |||||||
| 109 WHITTEN HALL | COLUMBIA | MO | 65211 | $26,944 | FINAL DISBURSEMENT | 436044367 | 501C3 |
| MISSOURI VALLEY COLLEGE DEVELOPMEN | |||||||
| 500 E COLLEGE ST | MARSHALL | MO | 65340 | $10,000 | GENERAL SUPPORT | 440545286 | 501C3 |
| MOTHER'S REFUGE | |||||||
| 14400 E 42ND ST S STE 220 | INDEPENDENCE | MO | 64055 | $6,000 | JELLEY GRANT | 431454628 | 501C3 |
| MUSIC-ARTS INSTITUTE | |||||||
| 1010 S PEARL | INDEPENDENCE | MO | 64050 | $6,300 | ENSEMBLE PROGRAM | 431245831 | 501C3 |
| NEW LIFE INTERNATIONAL FOUNDATION F | |||||||
| 3519 NE 15TH AVE | PORTLAND | OR | 97212 | $10,000 | TEACHER SALARIES | 870735680 | 501C3 |
| OAK GROVE R-VI SCHOOL DISTRICT | |||||||
| 601 SE 12TH STREET | OAK GROVE | MO | 64075 | $6,919 | CLASSROOM GRANTS | ||
| OAK GROVE R-VI SCHOOL DISTRICT | |||||||
| 601 SE 12TH STREET | OAK GROVE | MO | 64075 | $95,126 | VIDEO SCOREBOARD | ||
| OATS INC WEST REGION OFFICE | |||||||
| 2109 PLAZA DRIVE | HARRISONVILLE | MO | 64701 | $9,000 | COMMUNITY GRANT | 431016961 | 501C3 |
| PB&J CATERING | |||||||
| 10220 W 87TH STREET | OVERLAND PARK | KS | 66212 | $7,050 | MARDI GRAS 2021 | ||
| PISGAH BAPTIST CHURCH | |||||||
| 112 PISGAH DR | EXCELSIOR SPRINGS | MO | 64024 | $5,099 | ANNUAL DISTRIBUTION | ||
| PRESBYTERIAN CHURCH IN AMERICA FOUN | |||||||
| 1700 NORTH BROWN ROAD SUITE 103 | LAWRENCEVILLE | GA | 30043 | $25,000 | PSALM 78 FUND | 581412526 | 501C3 |
| PROJECT GROWS | |||||||
| PO BOX 781 | STAUTON | VA | 24402 | $11,365 | GENERAL SUPPORT | 461070735 | 501C3 |
| PROJECT GROWS | |||||||
| PO BOX 781 | STAUTON | VA | 24402 | $10,000 | GENERAL SUPPORT | 461070735 | 501C3 |
| PROTECTIVE LIFE INSURANCE COMPANY | |||||||
| PO BOX 2606 | BIRMINGHAM | AL | 35202 | $235,000 | INSURANCE PREMIUM | ||
| RAYTOWN EMERGENCY ASSISTANCE PROGRA | |||||||
| 9300 E 75TH STREET | RAYTOWN | MO | 64138 | $5,298 | COMMUNITY GRANT | 431294275 | 501C3 |
| RESTART INC | |||||||
| 918 E 9TH STREET | KANSAS CITY | MO | 64106 | $21,098 | ANNUAL DISTRIBUTION | 431349378 | 501C3 |
| SCHOOL OF ECONOMICS | |||||||
| 200 NW 14TH STREET | BLUE SPRINGS | MO | 64015 | $9,000 | JELLEY GRANT | 431581206 | 501C3 |
| SHOW-ME PRESENTATION RESOURCES | |||||||
| 4501 BLUE RIDGE CUTOFF | KANSAS CITY | MO | 64133 | $8,414 | MARDI GRAS 2020 | 431386650 | |
| SOCIETY FOR THE STUDY OF AMPHIBIANS | |||||||
| 12615 ROCKFORD ROAD | PLYMOUTH | MN | 55441 | $14,500 | GENERAL SUPPORT | 480939873 | 501C3 |
| SOCIETY FOR THE STUDY OF AMPHIBIANS | |||||||
| 12615 ROCKFORD ROAD | PLYMOUTH | MN | 55441 | $6,200 | GENERAL SUPPORT | 480939873 | 501C3 |
| SOCIETY FOR THE STUDY OF AMPHIBIANS | |||||||
| 12615 ROCKFORD ROAD | PLYMOUTH | MN | 55441 | $64,366 | GENERAL SUPPORT | 480939873 | 501C3 |
| ST JOHN FRANCIS REGIS PARISH | |||||||
| 8941 JAMES A REED ROAD | KANSAS CITY | MO | 64138 | $17,000 | GENERAL SUPPORT | 530196617 | 501C3 |
| ST MICHAEL THE ARCHANGEL HIGH SCHO | |||||||
| 2901 NW LEES SUMMIT ROAD | LEES SUMMIT | MO | 64064 | $87,500 | SCHOLARSHIP SUPPORT | 530196617 | 501C3 |
| STEPPINGSTONE-EVANGELICAL CHILDREN' | |||||||
| 5100 NOLAND ROAD | KANSAS CITY | MO | 64133 | $12,056 | ANNUAL DISTRIBUTION | 430654856 | 501C3 |
| STEPPINGSTONE-EVANGELICAL CHILDREN' | |||||||
| 5100 NOLAND ROAD | KANSAS CITY | MO | 64133 | $7,648 | ANNUAL DISTRIBUTION | 430654856 | 501C3 |
| SUPPORTING KIDS FOUNDATION | |||||||
| PO BOX 15171 | LENEXA | KS | 66285 | $25,000 | FAMILY SUPPORT | 272386653 | 501C3 |
| SYMETRA LIFE INSURANCE | |||||||
| PO BOX 34690 | SEATTLE | WA | 98124 | $295,000 | INSURANCE PREMIUM | ||
| TANG MATH LLC | |||||||
| PO BOX 777850 | HENDERSON | NV | 89077 | $21,600 | MATH PD | 842024498 | |
| TANG MATH LLC | |||||||
| PO BOX 777850 | HENDERSON | NV | 89077 | $14,400 | MATH PROBLEMS | 842024498 | |
| THE LITERACY LAB | |||||||
| 4049 PENNSYLVANIA AVE SUITE 300 | KANSAS CITY | MO | 64111 | $8,000 | JELLEY GRANT | 271777117 | 501C3 |
| THE WASHINGTON CHORUS | |||||||
| 3220 N STREET NW 230 | WASHINGTON | DC | 20007 | $6,000 | TWC TV: DC SINGS | 526054269 | 501C3 |
| THE WASHINGTON CHORUS | |||||||
| 3220 N STREET NW 230 | WASHINGTON | DC | 20007 | $8,000 | CANTATA FOR A BETTER | 526054269 | 501C3 |
| THE WASHINGTON CHORUS | |||||||
| 3220 N STREET NW 230 | WASHINGTON | DC | 20007 | $20,000 | TWC CONNECTION PROGR | 526054269 | 501C3 |
| TRUMAN MEDICAL CENTER CHARITABLE FO | |||||||
| 2310 HOLMES SUITE 735 | KANSAS CITY | MO | 64108 | $6,000 | COMMUNITY GRANT | 431194064 | 501C3 |
| UNITED WAY OF GREATER HOUSTON | |||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | $10,000 | COVID-19 RECOVERY | 741167964 | 501C3 |
| UNITED WAY OF GREATER KANSAS CITY | |||||||
| 801 W 47TH ST SUITE 500 | KANSAS CITY | MO | 64112 | $25,000 | COVID-19 EFFORTS | 440545812 | 501C3 |
| VICTORIAN SOCIETY OF THE VAILE MANS | |||||||
| PO BOX 316 | INDEPENDENCE | MO | 64051 | $10,000 | GENERAL SUPPORT | 431384217 | 501C3 |
| VISITING NURSE ASSOCIATION CORPORAT | |||||||
| 1500 MEADOW LAKE PARKWAY | KANSAS CITY | MO | 64114 | $6,000 | COMMUNITY GRANT | 431337104 | 501C3 |
| VISITING NURSE ASSOCIATION CORPORAT | |||||||
| 1500 MEADOW LAKE PARKWAY | KANSAS CITY | MO | 64114 | $22,500 | GENERAL SUPPORT | 431337104 | 501C3 |
| WESTERN COLORADO UNIVERSITY FOUNDAT | |||||||
| 909 E ESCALANTE DRIVE | GUNNISON | CO | 81230 | $16,437 | GEIMAN FELLOWS EXPEN | 840709935 | 501C3 |
| WOODS CHAPEL UNITED METHODIST CHURC | |||||||
| 4725 NE LAKEWOOD WAY | LEES SUMMIT | MO | 64064 | $6,000 | GENERAL SUPPORT | 431149705 | 501C3 |
| WOODS CHAPEL UNITED METHODIST CHURC | |||||||
| 4725 NE LAKEWOOD WAY | LEES SUMMIT | MO | 64064 | $5,600 | NICARGUA HOUSING PRO | 431149705 | 501C3 |
| WOODS CHAPEL UNITED METHODIST CHURC | |||||||
| 4725 NE LAKEWOOD WAY | LEES SUMMIT | MO | 64064 | $6,000 | GENERAL SUPPORT | 431149705 | 501C3 |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 326 | RecipientCnt |
| Cash Grant | $485,813 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | AWARDS ARE PRESENTED AT OUR ANNUAL GRANTS AWARDS LUNCHEON IN NOVEMBER. HOWEVER, BEFORE ORGANIZATIONS RECEIVE THEIR COMMUNITY FOUNDATION FUNDING, A SIGNED AND RETURNED GRANT AGREEMENT FORM MUST BE RECEIVED BY TRUMAN HEARTLAND COMMUNITY FOUNDATION. THIS GOVERNING DOCUMENT OUTLINES THE LIMITS AND CONDITIONS OF FUNDING, UNDER WHICH THE GRANT HAS BEEN AUTHORIZED. REPORTING REQUIREMENTS INTERIM REPORT ORGANIZATIONS INTERESTED IN APPLYING FOR AN ADDITIONAL YEAR OF FUNDING, MUST SUBMIT AN INTERIM REPORT DESCRIBING MEANINGFUL OUTCOMES. THIS REPORT MUST ACCOMPANY THE LETTER OF INTEREST FOR THE ADDITIONAL YEAR OF FUNDING. FINAL REPORT ALL RECIPIENT ORGANIZATIONS, MUST SUBMIT A WRITTEN FINAL REPORT TO THCF AT THE CONCLUSION OF THE PROGRAM FUNDED, OR TWELVE MONTHS FROM THE DATE OF THE AWARD. THE REPORT SHOULD INCLUDE THE FOLLOWING: 1. EXPENDITURE OF GRANT FUNDS RECEIVED 2. OUTCOMES AND ACCOMPLISHMENTS MADE POSSIBLE THROUGH FUNDING 3. FOR ORGANIZATIONS HAVING RECEIVED MULTIPLE-YEAR FUNDING, PLEASE INCLUDE BASELINE DATA AND IMPROVEMENTS IN PROGRAM DELIVERY MADE AS A RESULT OF OUTCOMES MONITORING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP HANSON | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $152,900 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $4,411 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $6,116 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $600 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $164,027 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 108 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,845,519 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | PUBLICLY TRADED SECURITIES ARE SOLD BY INVESTMENT BROKERS AS REQUIRED BY LAW. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | BOARD MEMBERS ARE VOLUNTEERS. ADVISORY BOARD MEMBERS ARE VOLUNTEERS. ALL COMMITTEES OF THE ORGANIZATION ARE STAFFED BY VOLUNTEERS - DEVELOPMENT, NEEDS ASSESSMENT, FINANCE, INVESTMENT, HUMAN RESOURCES, GRANTS, SCHOLARSHIPS, GALA (FUND-RAISING EVENT), AUDIT, AND YOUTH ADVISORY COUNCIL. THE STAFF OF 9 SERVE AS LIASONS TO THE VARIOUS COMMITTEES. |
| FORM 990, PAGE 2, PART III, LINE 4A | TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2020 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR MORE THAN 38 YEARS IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. NEVER HAS THIS WORK BEEN MORE IMPORTANT THAN IT WAS IN 2020. THOUGH WE WERE UNABLE TO GATHER, MEET, OR CELEBRATE IN PERSON DUE TO THE COVID-19 PANDEMIC, OUR COMMUNITY FACED THE CHALLENGES WITH AN OUTPOURING OF GENEROSITY. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS, AND THE ANNUAL COMMUNITY GRANTS PROGRAM, REACHED 5.3 MILLION. THERE ARE NOW MORE THAN 700 FUNDS, INCLUDING 38 NEW FUNDS ESTABLISHED IN 2020. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 51 GRANTS TO NONPROFIT ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, EDUCATION, AND MISSOURI WILDLIFE CONSERVATION TOTALING 310,810. SCHOLARSHIPS WERE AWARDED TO 326 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE, AND TECHNICAL STUDENTS, TOTALING 485,813 TO SUPPORT CONTINUING EDUCATION. THE 124 SCHOLARSHIPS WERE FUNDED THROUGH DONORS' DEDICATION AND GIVING. THE HEARTLAND LEGACY SOCIETY, COMPRISED OF INDIVIDUALS WHO THROUGH THEIR ESTATE PLANS CHOOSE TO LEAVE A LASTING LEGACY OF PHILANTHROPY, GREW BY 8, BRINGING THE TOTAL MEMBERSHIP TO 173. THEIR THOUGHTFUL PLANNING AND GENEROSITY DURING SUCH A DIFFICULT TIME WILL CONTINUE TO BENEFIT OUR COMMUNITY FAR INTO THE FUTURE. WITH 60,000 IN SUPPORT FROM EWING MARION KAUFFMAN FOUNDATION AND 120,000 IN FUNDHOLDER CONTRIBUTIONS, THE JOB SKILLS FOR NEW CAREERS INITIATIVE IMPROVED THE ECONOMIC STATUS OF 81 EASTERN JACKSON COUNTY PARTICIPANTS BY PROVIDING THEM WITH A PATHWAY TO HIGHER-PAYING, IN-DEMAND CAREERS THROUGH JOB SKILLS TRAINING, FINANCIAL COACHING, AND MENTORSHIP. JOB SKILLS FOR NEW CAREERS IS A COLLABORATION OF FOUR KEY ORGANIZATIONS: COMMUNITY SERVICES LEAGUE, KC SCHOLARS, MID-CONTINENT PUBLIC LIBRARY, AND THE UNIVERSITY OF CENTRAL MISSOURI. COVID-19 DISPROPORTIONALLY IMPACTED LOW-INCOME INDIVIDUALS AND FAMILIES. BY UTILIZING EACH ORGANIZATION'S UNIQUE ASSETS, APPLICANTS RECEIVED FREE TRAINING IN FIELDS THAT PAY LIVING WAGES AND CONTINUE TO BE IN HIGH DEMAND IN OUR REGION, INCLUDING HEALTHCARE AND SKILLED INDUSTRIAL TRADES. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDED 120 STUDENTS FROM 12 LOCAL HIGH SCHOOLS. IN A TYPICAL YEAR, STUDENTS LEARN ABOUT PHILANTHROPY AND GAIN HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING, AND VOLUNTEERISM. IN 2020, HOWEVER, WE WERE UNABLE TO HOLD OUR ANNUAL FOOD DRIVE OR FUNDRAISER. THANKS TO VIDEO CONFERENCING, YAC STUDENTS REMAINED SOCIALLY DISTANT BUT ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND OFFERED SUPPORT TO VARIOUS NONPROFIT ORGANIZATIONS UTILIZING THEIR ENDOWMENT. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY CANDY WHITE, PIVOTED FROM THE USUAL ANNUAL BLACK-TIE GALA TO CREATE A VIBRANT VIRTUAL EVENT WITH MORE THAN 80 WATCH PARTNERS. AS ALWAYS, THE EVENT SHOWCASED THE FOUNDATION'S WORK IN THE COMMUNITY. IT INTRODUCED SPONSORS AND GUESTS TO THE WONDERFUL GROUP OF HONOREES AND OUTSTANDING CITIZENS WHO RECEIVED RIGHTFUL RECOGNITION FOR THEIR UNWAVERING COMMITMENT TO COMMUNITY IMPROVEMENT. EVEN IN A VIRTUAL FORMAT, THE COMMITTEE GENERATED NEARLY 146,764 IN PROCEEDS FOR USE BY THE FOUNDATION FOR GENERAL OPERATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 9 | CLIFFORD JONES 10501 E 57TH PLACE RAYTOWN, MO 64133 HELEN HATRIDGE 717 SW WINTERGARDEN DRIVE LEES SUMMIT, MO 64081 TRACEY MERSHON 31107 E LAKE CITY BUCKNER ROAD BUCKNER, MO 64016 BRIDGETTE SHAFFER 12983 WIDMER OLATHE, KS 66062 MONTIE TRIPP 37508 HUDSON ROAD OAK GROVE, MO 64075 CANDY WHITE 1025 SW SUMMIT FALLS DR LEE'S SUMMIT, MO 64081 KAREN SCHULER 537 NE VICTORIA COURT LEES SUMMIT, MO 64086 MICHELE CRUMBAUGH 908 LAKE DRIVE CT INDEPENDENCE, MO 64055 STEVE NOLL 4500 W 71ST TERR PRARIE VILLAGE, KS 66208 MICHAEL WATKINS 12200 E 89TH STREET KANSAS CITY, MO 64138 JULIA HAMPTON 26 SE 3RD STREET LEE'S SUMMIT, MO 64063 BRET KOLMAN 19600 E 39TH ST INDEPENDENCE, MO 64057 RANDY RHOADS 1060 NW HIGH POINT DRIVE LEE'S SUMMIT, MO 64081 DYAN ZIMMERMAN 601 NW JEFFERSON ST BLUE SPRINGS, MO 64014 MELANIE MOENTMANN 2701 BERRY AVE INDEPENDENCE, MO 64057 JEFF WALTERS 4200 LITTLE BLUE PARKWAY INDEPENDENCE, MO 64057 CINDY CAVANAH 416 NW POPLAR ST LEE'S SUMMIT, MO 64064 LINDA GERDING 1298 SW HEARTWOOD DRIVE LEE'S SUMMIT, MO 64081 ROSALIE NEWKIRK 21 SE MEADOWBROOK DRIVE LEES SUMMIT, MO 64082 BARBARA KOIRTYOHANN 412 NE THORNBERRY PLACE LEE'S SUMMIT, MO 64064 MARTY NAPIER 4305 S BUCKNER TARSNEY RD GRAIN VALLEY, MO 64029 STEVE POTTER 15616 E 24 HIGHWAY INDEPENDENCE, MO 64050 STAN SALVA 4026 N RIVER BLVD SUGAR CREEK, MO 64050 MIKE KELLY 5709 NE NORTHGATE LANE LEES SUMMIT , MO 64064 ALLAN THOMPSON 7823 RIDGEWAY AVE RAYTOWN, MO 64138 LYNETTE WHEELER 7900 LEE'S SUMMIT ROAD KANSAS CITY, MO 64139 DAVE MAYTA 10609 E 25TH TERR S INDEPENDENCE, MO 64052 |
| FORM 990, PAGE 6, PART VI, LINE 11B | TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY REVIEW OF 990 TRUMAN HEARTLAND COMMUNITY FOUNDATION IS COMMITTED TO PROVIDING ACCURATE AND TIMELY INFORMATION TO THE INTERNAL REVENUE SERVICE IN THE ANNUAL FILING OF THE REQUIRED FORM 990. PRIOR TO THE FILING OF THE 990, A COPY OF THE ENTIRE 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS BY EMAIL. THE FINANCE COMMITTEE WILL REVIEW THE EXECUTIVE SUMMARY OF THE 990 BEFORE THE FILING OF THE FORM. RESULTS OF THAT REVIEW WILL BE SUBMITTED TO THE ENTIRE BOARD OF DIRECTORS. SHOULD ANY MATERIAL DISCREPANCIES OR ERRORS BE NOTED DURING THE REVIEW, THE 990 WILL BE CORRECTED PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY CONFLICT OF INTEREST INTRODUCTION WHAT IS A CONFLICT OF INTEREST? THE LAW REQUIRES INDIVIDUALS WHO MANAGE AND GOVERN FOUNDATIONS ("FIDUCIARIES") TO EXERCISE DUE CARE IN ADMINISTERING THE CHARITY'S AFFAIRS. THIS REQUIREMENT IS KNOWN AS THE DUTY OF CARE. THE LAW ALSO PROHIBITS FIDUCIARIES FROM USING THEIR POSITION TO OBTAIN PERSONAL GAIN FOR THEMSELVES OR OTHERS AT THE CHARITY'S EXPENSE. THIS REQUIREMENT IS KNOWN AS THE DUTY OF LOYALTY. PAYING CAREFUL ATTENTION TO TRANSACTIONS WHERE THERE MAY BE A CONFLICT OF INTEREST ENSURES THAT A FIDUCIARY DOES NOT BREACH HIS OR HER DUTIES OF CARE AND LOYALTY TO THE ORGANIZATION. IT CAN ALSO HELP INSTILL PUBLIC TRUST BY DEMONSTRATING THAT FIDUCIARIES ARE COMMITTED TO MANAGING AN ORGANIZATION WITH THE UTMOST INTEGRITY AND GOOD FAITH AND IN THE BEST INTEREST OF THE ORGANIZATION AND ITS CHARITABLE MISSION. CONFLICTS OF INTEREST OCCUR IN OUR EVERYDAY LIVES WHEN MULTIPLE LOYALTIES PULL US TOWARD OPPOSITE COURSES OF ACTION. IN THE CONTEXT OF CHARITIES, A CONFLICT OF INTEREST MAY OCCUR WHEN PERSONAL INTERESTS PREVENT AN INDIVIDUAL FROM MAKING AN IMPARTIAL DECISION THAT IS IN THE BEST INTEREST OF THE CHARITY. APPLICABLE LEGAL STANDARDS AND PROHIBITIONS DIFFER DEPENDING ON WHETHER THE CHARITY INVOLVED IS A PUBLIC CHARITY OR A PRIVATE FOUNDATION, WHETHER THE TRANSACTION IS FINANCIAL OR NON-FINANCIAL IN NATURE, WHETHER STATE OR FEDERAL LAW IS MOST PERTINENT AND WHETHER THE CHARITY IS ORGANIZED AS A TRUST OR A CORPORATION. A WRITTEN CONFLICT OF INTEREST POLICY THAT IS ENFORCED PROVIDES SAFEGUARDS TO PREVENT TRANSACTIONS THAT MAY VIOLATE THE LAW OR A FIDUCIARY'S DUTY OF LOYALTY. A WRITTEN POLICY CAN ALSO HELP BOARDS SPOT TRANSACTIONS THAT GIVE THE APPEARANCE OF A CONFLICT OF INTEREST BEFORE THEY OCCUR. ARTICLE I: PURPOSE IRS PROVISION: THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THIS TAX-EXEMPT ORGANIZATION'S (ORGANIZATION) INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICT OF INTEREST APPLICABLE TO NON-PROFIT AND CHARITABLE ORGANIZATIONS. ARTICLE II: DEFINITIONS 1. INTERESTED PERSON ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. 2. FINANCIAL INTEREST A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT OR FAMILY: A.AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT. B.A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR C.A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE NOT INSUBSTANTIAL. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. UNDER ARTICLE III, SECTION 2, A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE APPROPRIATE GOVERNING BOARD OR COMMITTEE DECIDES THAT A CONFLICT OF INTEREST EXISTS. ARTICLE III: PROCEDURES 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A.AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B.THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C.AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D.IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A.IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B.IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ARTICLE IV: RECORDS OF PROCEEDINGS THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A.THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B.THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. ARTICLE V: COMPENSATION A.A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. B.A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. C.NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. ARTICLE VI: ANNUAL STATEMENTS EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A.HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B.HAS READ AND UNDERSTANDS THE POLICY, C.HAS AGREED TO COMPLY WITH THE POLICY, AND D.UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. ARTICLE VII: PERIODIC REVIEWS TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A.WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B.WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHAR |
| FORM 990, PAGE 6, PART VI, LINE 15A | TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY COMPENSATION TRUMAN HEARTLAND COMMUNITY FOUNDATION (ORGANIZATION) UNDERSTANDS THAT IT WORKS WITHIN THE CONTEXT OF A BROADER MARKETPLACE, WHICH INCLUDES NOT ONLY OTHER NONPROFITS, BUT ALSO FOR-PROFIT AND GOVERNMENT ENTITIES. WHILE OPERATING IN THIS MARKETPLACE, IT IS THE FOUNDATION'S GOAL TO ATTRACT AND RETAIN QUALIFIED, SKILLED EMPLOYEES. TO THIS END, THE FOUNDATION WILL CONDUCT A MARKETPLACE SURVEY OF COMPARABLE WAGES, USING COMPARABLE JOB DESCRIPTIONS FROM THE NATIONAL AND LOCAL MARKETPLACE APPROXIMATELY EVERY YEAR. USING THESE MARKETPLACE COMPARISONS, MIDPOINTS AND SALARY RANGES WILL BE DEVELOPED. THE FOUNDATION WILL DEVELOP COMPENSATION AND BENEFIT GUIDELINES AS TO: SOURCE OF MARKETPLACE COMPARISONS TYPES OF COMPENSATION EXECUTIVE COMPENSATION POLICY, INCLUDING PROHIBITION OF LOANS FRINGE BENEFITS PROVIDED ANNUALLY, THE PERSONNEL COMMITTEE WILL REVIEW COMPENSATION AND BENEFITS OF EACH EMPLOYEE USING THE GUIDELINES DEVELOPED. THE COMMITTEE WILL BE COMPRISED OF INDEPENDENT BOARD OF DIRECTORS. THE COMMITTEE WILL RECOMMEND EXECUTIVE COMPENSATION PACKAGES TO THE BOARD OF DIRECTORS FOR APPROVAL. COMPENSATION WILL BE APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS AND RESULTS WILL BE DOCUMENTED AND RETAINED PERMANENTLY AS INDICATED IN THE DOCUMENT AND RETENTION POLICY. EXPENSE REIMBURSEMENT PLAN THE FOUNDATION WILL REIMBURSE EXPENSES INCURRED BY EMPLOYEES USING AN ACCOUNTABLE PLAN. ALL EXPENSES TO BE REIMBURSED WILL BE SUPPORTED BY A COPY OF THE RECEIPT FOR OUT OF POCKET EXPENSES. MILEAGE WILL BE REIMBURSED FOR AUTHORIZED TRAVEL ONLY UPON WRITTEN DOCUMENTATION OF MILES TRAVELED AND PURPOSE OF TRAVEL. EMPLOYMENT AGREEMENTS ANY EMPLOYMENT AGREEMENTS ENTERED INTO BETWEEN THE FOUNDATION AND AN EMPLOYEE WILL REFLECT THE TOTAL COMPENSATION FOR THE SERVICES TO BE RENDERED. OVERTIME THE FOUNDATION UNDERSTANDS THAT FROM TIME TO TIME IT IS NECESSARY TO WORK OVERTIME TO COMPLETE WORK WITHIN CERTAIN DEADLINES. TYPICALLY, OVERTIME IS VOLUNTARY; HOWEVER, THERE COULD BE SITUATIONS WHERE IT WOULD BE MANDATORY. OVERTIME IS DEFINED AS TIME WORKED OVER 40 HOURS IN A WORKWEEK (OUR WORKWEEK IS DEFINED AS SUNDAY THROUGH SATURDAY). HOURS WORKED DO NOT INCLUDE SICK TIME, VACATION, EMERGENCY DAY, OPTIONAL HOLIDAYS, OR FOUNDATION RECOGNIZED HOLIDAYS. WHEN A NON-EXEMPT EMPLOYEE WORKS OVERTIME, IT IS REPORTED ON THEIR TIME ALLOCATION FORM AND PAID AT 1 TIMES THEIR REGULAR RATE IN THE FOLLOWING PAYCHECK. OVERTIME PAY IS ALLOWABLE FOR NONEXEMPT EMPLOYEES ONLY WHEN PRE-APPROVED BY THE EMPLOYEE'S SUPERVISOR. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE POLICY IN PART 15A |
| FORM 990, PAGE 6, PART VI, LINE 19 | TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY PUBLIC DISCLOSURE POLICY TRUMAN HEARTLAND COMMUNITY FOUNDATION IS COMMITTED TO PROVIDING READY PUBLIC ACCESS TO IMPORTANT FOUNDATION DOCUMENTS. THE FOLLOWING DOCUMENTS ARE AVAILABLE IN THE FOUNDATION OFFICE DURING NORMAL WORKING HOURS: TAX FORM 990 (ALSO AVAILABLE ON THE FOUNDATION WEBSITE) TAX FORM 990-T (IF FILED) TAX FORM 1023 ARTICLES OF INCORPORATION CORPORATE BY LAWS CONFLICT OF INTEREST POLICY ANNUAL REPORT - FINANCIAL STATEMENTS FOR THE PRIOR YEAR ARE INCLUDED IN THE ANNUAL REPORT. (ALSO AVAILABLE ON THE FOUNDATION WEBSITE) PUBLIC AVAILABILITY OF THE FORGOING DOCUMENTS WILL BE NOTED ON THE WEBSITE OF THE FOUNDATION AND IN THE ANNUAL REPORT. UPON REQUEST, THE FOLLOWING WILL BE PROVIDED TO CURRENT AND PROSPECTIVE FUND HOLDERS: CURRENT INVESTMENT POLICY INVESTMENT PERFORMANCE REPORTS CURRENT ROSTER OF INVESTMENT COMMITTEE MEMBERS INVESTMENT MANAGER FEES SCHEDULE ADMINISTRATIVE FEES SCHEDULE THE ANNUAL REPORTS ARE ON THE WEBSITE AND INCLUDE YEAR END UNAUDITED FINANCIAL INFORMATION. IN ADDITION, THE 990S ARE ALSO ON THE WEBSITE. LETTERHEAD AND WEBSITE WILL LIST CURRENT MEMBERS OF THE BOARD OF DIRECTORS |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 13,363 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 125,425 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 71,626 INCOME RELATED TO AGENCY FUNDS -419,332 UNLOCATED DIFFERENCE AUDIT REPORT 348 EXPENSES RELATED TO AGENCY FUNDS 1,186,465 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -125,425 ADMINISTRATIVE FEES - AGENCIES 143,325 TOTAL 995,795 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THCF REAL ESTATE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 LITTLE BLUE PARKWAY STE 340 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471272132 | EIN |
| Primary Activities | REAL EST | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| End Of Year Assets | $90 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUMAN HEA | BusinessNameLine1Txt |
| Business Name Line2 | RTLAND COMMUNITY FOUNDATION | BusinessNameLine2Txt |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TRUMAN HEARTLAND DID NOT MAKE ANY LOBBYING EXPENDITURES FOR ANY OF THE FOLLOWING YEARS: 2016 2017 2020 | ExplanationTxt |
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