2020-02-24T11:18:12-06:00 2019-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2018-07-01 480561969 HEARTSPRING INC % CAROLYN WILHELM HEAR 3166348700 8700 EAST 29TH STREET NORTH WICHITA KS 67226 CAROLYN WILHELM CFO 3166348700 2020-01-15 true SHAWNELL LINOT P01663908 3162652811 167.68.126.162 48010220200555000032 2020-02-24 P 5DE56390796A78CB73FD09AFAD530DFD665D9246 BA21A7A7DF03597CAA95FF5B57CCAA395E7C7A92 2018 2020-09-23 17:36:50Z JULIE NOLLER 8700 EAST 29TH STREET NORTH WICHITA KS 67226 30106410 false X WWW.HEARTSPRING.ORG X 1945 KS SEE SCHEDULE O 16 16 658 250 0 1806275 1748916 20814239 24217275 776384 603625 116016 111125 23512914 26680941 108927 83656 0 0 18000035 18986977 0 0 652577 4043297 4601363 22152259 23671996 1360655 3008945 27332122 30210319 2254062 2390207 25078060 27820112 X TO BE A LEADER AND INNOVATOR IN PROVIDING CLINICALLY SUPPORTED SERVICES THROUGH EDUCATION AND THERAPIES FOR CHILDREN WITH SPECIAL NEEDS TO EMPOWER THEM TO GROW AND LEARN ON A PATH TO A MORE INDEPENDENT LIFE. false false 17227178 83656 20908425 THE HEARTSPRING SCHOOL IS A DAY AND RESIDENTIAL SCHOOL, SERVING CHILDREN IMPACTED BY DEVELOPMENTAL DISABILITIES SUCH AS AUTISM SPECTRUM DISORDER FROM ACROSS THE UNITED STATES. MOST STUDENTS SERVED HAVE CHALLENGING BEHAVIORS THAT INTERFERE WITH THEIR ACADEMIC PROGRESS AT SCHOOL, HOME, AND IN THE COMMUNITY. THE SCHOOL ENCOMPASSES ALL AREAS OF A STUDENT'S LIFE, INCLUDING EDUCATION, RESIDENTIAL LIVING, PSYCHOLOGICAL, AND MEDICAL CARE, AS WELL AS THERAPIES SUCH AS SPEECH-LANGUAGE PATHOLOGY AND OCCUPATIONAL THERAPY. SEE SCHEDULE O FOR CONTINUATION. 4289169 0 3423834 HEARTSPRING'S OUTPATIENT SERVICES OFFERS OCCUPATIONAL, PHYSICAL AND SPEECH THERAPIES, AUDIOLOGY, APPLIED BEHAVIOR ANALYSIS (ABA) AND PSYCHOLOGICAL SERVICES TO CHILDREN BIRTH TO 21. OUR OUTPATIENT FACILITY IS DESIGNED TO ALLOW FAMILIES AND PROFESSIONALS TO WORK COLLABORATIVELY TO ENSURE PROGRESS ACROSS MULTIPLE DISCIPLINES. THERAPISTS USE HANDS-ON THERAPEUTIC INTERVENTIONS IN AN INDIVIDUALIZED SETTING, WHILE TEACHING FAMILIES HOW TO IMPLEMENT STRATEGIES AT HOME AND IN THE COMMUNITY. SEE SCHEDULE O FOR CONTINUATION. 21516347 true true false false false false false false false true true false false false false false false true false false false false false false true false false false true true false false false false false false false false false false false false false true true true false false true 49 0 true 658 true false false false false false true true false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true true false X CAROLYN WILHELM 3166348700 8700 EAST 29TH STREET NORTH WICHITA KS 67226 X CHRISTOPHER SHANK TRUSTEE 1.0 0.0 X 0 0 0 DEBORAH CAPE TRUSTEE 1.0 0.0 X 0 0 0 DURREL KELLEY VICE CHAIRMAN/TRUSTEE 1.0 0.0 X X 0 0 0 JOHN ENGLES TRUSTEE 1.0 0.0 X 0 0 0 JOHN RAPP TRUSTEE 1.0 0.0 X 0 0 0 JULIE PRATER TRUSTEE 1.0 0.0 X 0 0 0 LINDA BUCHANAN TRUSTEE 1.0 0.0 X 0 0 0 MICHELLE SULLIVAN TRUSTEE 1.0 0.0 X 0 0 0 MIKE FLORES CHAIRMAN/TRUSTEE 1.0 0.0 X X 0 0 0 MONTE SHAW TRUSTEE 1.0 0.0 X 0 0 0 PHIL GARRISON TRUSTEE 1.0 0.0 X 0 0 0 ROBERT SMITH TRUSTEE 1.0 0.0 X 0 0 0 ROGER ZELLERS SECRETARY/TREASURER/TRUSTEE 1.0 0.0 X X 0 0 0 TAMI BRADLEY TRUSTEE 1.0 0.0 X 0 0 0 KRISTEN ABERLE TRUSTEE 1.0 0.0 X 0 0 0 DENISE BUTZ TRUSTEE 1.0 0.0 X 0 0 0 JEREMY MACHAIN TRUSTEE 1.0 0.0 X 0 0 0 CAROLYN WILHELM CFO 40.0 0.0 X 114157 0 6850 DAVID STUPAY PRESIDENT/CEO 40.0 0.0 X 261486 0 28910 JULIE NOLLER CHIEF PROGRAM OFFICER 40.0 0.0 X 121226 0 21064 STEPHEN PERRY DIRECTOR OF EDUCATIONAL SERVIC 40.0 0.0 X 105032 0 19841 601901 0 76665 4 false true false HUTTON CONSTRUCTION CORPORATION 2229 S WEST ST WICHITA KS 67213 CONSTRUCTION 1799312 CLEAN TECH INC 7453 WEST 33RD ST N WICHITA KS 67205 CLEANING SERVICE 140380 UKSM-W MEDICAL PRACTICE ASSOCIATION 1010 N KANSAS SUITE 3049 WICHITA KS 672143124 MEDICAL SERVICES 117196 KNIPP EQUIPMENT INC PO BOX 595 WICHITA KS 672010595 HEATING/AIR 364038 4 321149 266893 1160874 1748916 SCHOOL & RESIDENTIAL PROGRAM 624100 20809621 20809621 EVALUATION PROGRAM 624100 3407654 3407654 24217275 524278 524278 0 5714 5714 0 0 0 3357046 808 3276790 1717 80256 -909 79347 79347 33230 321149 135754 -102524 -102524 0 0 0 26097 11208 14889 14889 KANSAS HOT LUNCH MEALS REIMBURSEMENT 624100 93255 93255 EMPLOYEE/GUEST MEALS 722514 6840 6840 OTHER INCOME 900099 92951 92951 92951 92951 193046 26680941 24332259 599766 0 83656 83656 0 0 832615 333046 499569 0 15285499 14272071 576263 437165 490151 457654 18479 14018 267357 249632 10079 7646 2111355 1971372 79598 60385 0 52678 52678 49296 49296 0 0 0 416019 388437 15684 11898 100665 93991 3795 2879 177537 165766 6693 5078 106654 99583 4021 3050 0 958830 895259 36148 27423 133304 124466 5026 3812 0 146687 133089 7732 5866 2538 2369 96 73 0 812449 758584 30629 23236 183363 171206 6913 5244 REPAIRS AND MAINTENANCE 167151 156068 6302 4781 FOOD 499603 467354 18338 13911 NON-CAP EQUIPMENT 176635 164924 6659 5052 _ 0 617954 527820 69074 21060 23671996 21516347 1503072 652577 2297753 3862313 1444324 1424799 301946 216515 3281861 3398222 0 0 0 0 0 0 4066 4724 372835 382155 25959194 9768172 15027065 16191022 4602272 4716636 0 0 0 0 0 0 0 13933 27332122 30210319 2254062 2362627 0 0 0 27580 0 0 0 0 0 0 0 0 0 0 0 0 2254062 2390207 X 24526822 27041936 551238 778176 0 0 25078060 27820112 27332122 30210319 X 3008945 -266893 X false true X true false X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4375072 242109 106479 27912 4482790 4319280 296422 211566 29064 4375072 4117070 444933 214538 28185 4319280 4351269 1605 211782 24022 4117070 4448431 127633 199392 25403 4351269 0.02220 0.59750 0.38030 false true true 1659604 1659604 19729043 6878738 12850305 2645672 1815477 830195 1924875 1073957 850918 16191022 26584248 48932 48932 26535316 145625 145625 26680941 23793264 121268 121268 23671996 23671996 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE HELD BY THE HEARTSPRING, INC. ENDOWMENT TRUST FOR THE BENEFIT OF HEARTSPRING, INC. A PERCENTAGE OF INVESTED FUNDS, DETERMINED ANNUALLY, IS DISTRIBUTED TO HEARTSPRING, INC. FOR GENERAL OPERATIONS IF THE FUNDS WERE NOT RESTRICTED BY THE DONOR OR FOR SPECIFIC PROGRAMS OR PURPOSES AS DESIGNATED BY THE DONOR. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RELATED ORGANIZATIONS' INVESTMENT INCOME 267,969 RELATED ORGANIZATIONS' REALIZED GAINS 40,388 RELATED ORGANIZATIONS' EXPENSES (306,411) RELATED ORGANIZATIONS' UNREALIZED GAINS 45,986 TRANSFERS 1,000 ---------- TOTAL 48,932 SCHEDULE D, PART XI, LINE 4B FUNDRAISING EVENT EXPENSE (121,268) RELATED ORGANIZATION REVENUE 266,893 ---------- TOTAL 145,625 SCHEDULE D, PART XII, LINE 2D FUNDRAISING EVENT EXPENSE 121,268 LIGHT YOUR HEAR 145827 135811 10016 4681 16734 2400 22871 CAREWALK 105378 83862 21516 4518 195 36869 1 103174 101476 1698 2732 1761 42993 354379 321149 33230 11931 18690 2400 102733 135754 -102524 true FINANCIAL ASSISTANCE - CLIENTS 48 25250 FMV DISCOUNT IN FEES EMPLOYEE COLLEGE ASSIST 13 37311 EMPLOYEE SCHOLARSHIPS 31 21095 SCHEDULE I, PART I, LINE 2 FINANCIAL ASSISTANCE FOR CLIENTS - APPLICATIONS FOR FINANCIAL ASSISTANCE COMPLETED BY CLIENTS ARE REVIEWED BY DIRECTOR TO DETERMINE ELIGIBILITY. EMPLOYEE COLLEGE ASSISTANCE - APPLICATION IS REVIEWED BY HR DIRECTOR TO DETERMINE ELIGIBILITY. EMPLOYEE SIGNS AN AGREEMENT WITH HR. EMPLOYEE SCHOLARSHIPS - APPLICATION COMPLETED BY EMPLOYEE, SCHOLARSHIP COMMITTEE DETERMINES ELIGIBILITY. X X X false false false false false false false true false DAVID STUPAY PRESIDENT/CEO 217810 0 42200 0 1476 0 15894 0 13016 0 290396 0 0 0 SCHEDULE J, PART I, LINE 7 THE BOARD OF TRUSTEES DETERMINES THE BONUS AMOUNT ANNUALLY BASED, IN PART, ON AGENCY AND INDIVIDUAL PERFORMANCE. FORM 990, PART I, LINE 1 TO BE A LEADER AND INNOVATOR IN PROVIDING CLINICALLY SUPPORTED SERVICES THROUGH EDUCATION AND THERAPIES FOR CHILDREN WITH SPECIAL NEEDS TO EMPOWER THEM TO GROW AND LEARN ON A PATH TO A MORE INDPENDENT LIFE. FORM 990, PART III, LINE 4A ADDITIONALLY, THE HEARTSPRING SCHOOL OFFERS TRAINING AND CONSULTATION SERVICES TO PARENTS AND PROFESSIONALS WITHIN THE UNITED STATES AND AROUND THE WORLD. THROUGH ITS INTERNATIONAL OUTREACH EFFOTS, HEARTSPRING PROFESSIONALS ATTEND INTERNATIONAL CONFERENCES AND WORK COLLABORATIVELY WITH INDIVIDUALS FROM OTHER ORGANIZATIONS TO FORGE A BRIGHTER PATHWAY FOR CHILDREN WITH SPECIAL NEEDS WORLDWIDE. FORM 990, PART III, LINE 4B ADDITIONAL COMMUNITY SERVICES INCLUDE AUTISM OUTREACH EFFORTS FOR CHILDREN AND YOUNG ADULTS ON THE AUTISM SPECTRUM. PROGRAMS CONSIST OF A SUMMER DAY CAMP, WEEKLY SOCIAL GROUPS, CONSULTATION TO FAMILIES, AND TRAINING FOR BUSINESSES TO PROVIDE GREATER OPPORTUNITY TO THOSE IMPACTED BY AUTISM SPECTRUM DISORDERS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES THE FORM 880 BASED ON DATA SUBMITTED BY THE ORGANIZATION. THE ORGANIZATION'S CFO REVIEWS THE FORM PRIOR TO SUBMISSION. ANY QUESTIONS OR COMMENTS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE. THE 990 IS THEN REVIEWED BY THE BOARD FINANCE COMMITTEE, ANY QUESTIONS OR COMMENTS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE. ONCE APPROVED BY THE BOARD FINANCE COMMITTEE, THE FINAL VERSION OF THE FORM 990 AND ALL RELATED SCHEDULES ARE REVIEWED AND APPROVED BY THE ENTIRE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH OFFICER AND TRUSTEE COMPLETES A DISCLOSURE FORM. AS A TRUSTEE BECOMES AWARE OF SITUATIONS THAT MAY APPLY, THEY ARE REQUIRED TO DISCLOSE THE CONFLICT TO THE BOARD AND IT WILL BE REFLECTED IN THE MEETING MINUTES. HE OR SHE CANNOT ATTEND THE TRUSTEE DISCUSSION OF THE INCIDENT AND IS INELIGIBLE TO VOTE ON THE MATTER. THE EXECUTIVE COMMITTEE OF THE BOARD WILL REVIEW AND RECOMMEND APPROPRIATE ACTION FOR BOARD APPROVAL. EMPLOYEES ARE TO REPORT CONFLICT SITUATIONS TO THE PRESIDENT OR THE AUDIT COMMITTEE OF THE BOARD AS NECESSARY AND WILL REFRAIN FROM ANY ACTIVITY THAT MAY AFFECT THE AGENCY'S PARTICIPATION IN THE TRANSACTION OR CONTRACT. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION REVIEW FOR THE PRESIDENT/CEO IS PERFORMED EACH YEAR BY THE HUMAN RESOURCES DIRECTOR AND CFO UTILIZING GUIDESTAR, THE NON PROFIT TIMES, AND OTHER SOURCES FOR COMPARABLY SIZED NOT-FOR-PROFIT ENTITIES LOCATED IN THE MIDWEST. THE REPORT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY BY THE FULL BOARD IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION B, LINE 15B A COMPENSATION REVIEW FOR THE CFO AND LEADERSHIP TEAM OFFICERS IS PERFORMED EACH YEAR BY THE HUMAN RESOURCES DIRECTOR AND CEO. THE COMPENSATION REVIEW WAS DONE USING GUIDESTAR, AND THE NON PROFIT TIMES. THE REPORT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY APPROVED BY THE FULL BOARD IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. HEARTSPRING PUBLISHES ABBREVIATED FINANCIAL INFORMATION IN ITS ANNUAL REPORT, DIALOGUE. FINANCIAL INFORMATION IS ALSO PROVIDED IN CONJUNCTION WITH ESTABLISHMENT OF RELATIONSHIPS WITH FINANCIAL INSTITUTIONS AND GRANT PROPOSALS AS NEEDED. FORM 990, PART XI, LINE 9 RELATED ORGANIZATIONS' CONTRIBUTIONS ($266,893) HEARTSPRING ENDOWMENT TRUST 8700 EAST 29TH ST N WICHITA KS 67226 486114194 SUPPORT KS 501(C)(3) 12D NA false HEARTSPRING FOUNDATION 8700 E 29TH ST N WICHITA KS 67226 481232409 SUPPORT KS 501(C)(3) 12A HEARTSPRING true false false true false false false false false false false false false false false false false false false false HEARTSPRING FOUNDATION C 160414 FMV