TRUMAN HEARTLAND COMMUNITY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
TRUMAN HEARTLAND COMMUNITY FOUNDATION (EIN 43-1482136)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201913199349305471
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T10:07:16-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BEVERLY POWELL CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 E WALNUT STAddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationMOStateAbbreviationCd
ZIP64050ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431482136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUMAN HEARTLAND COMMUNITYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTRUMBusinessNameControlTxt
Phone8168368189PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14200 LITTLE BLUE PARKWAY SUITE 340AddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationMOStateAbbreviationCd
ZIP64057ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILLIP HANSONPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone8168368898PhoneNum
Signature2019-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBEVERLY POWELLPreparerPersonNm
PTINP00623829PTIN
Phone8168330078PhoneNum
Preparation2019-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address99.184.68.214IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm10:07:16IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC0AA0F651FC821C4050BB1F6D62EC6BB119F123AAtSubmissionCreationDeviceId
At Submission Filing Device IdC0AA0F651FC821C4050BB1F6D62EC6BB119F123AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPHILLIP HANSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1439 E 64TH TERRACEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,063,846GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THCF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO.ActivityOrMissionDesc
Voting Members Governing Body28VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers495TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,908,104PYContributionsGrantsAmt
CY Contributions Grants$7,061,948CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,900,585PYInvestmentIncomeAmt
CY Investment Income$2,201,176CYInvestmentIncomeAmt
PY Other Revenue$497,346PYOtherRevenueAmt
CY Other Revenue$507,098CYOtherRevenueAmt
PY Total Revenue$8,306,035PYTotalRevenueAmt
CY Total Revenue$9,770,222CYTotalRevenueAmt
PY Grants And Similar Paid$3,179,938PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,333,437CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$548,276PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$596,316CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$203,930CYTotalFundraisingExpenseAmt
PY Other Expenses$663,934PYOtherExpensesAmt
CY Other Expenses$821,881CYOtherExpensesAmt
PY Total Expenses$4,392,148PYTotalExpensesAmt
CY Total Expenses$5,751,634CYTotalExpensesAmt
PY Revenues Less Expenses$3,913,887PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,018,588CYRevenuesLessExpensesAmt
Total Assets BOY$44,944,609TotalAssetsBOYAmt
Total Assets EOY$43,941,631TotalAssetsEOYAmt
Total Liabilities BOY$10,932,299TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,851,817TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$34,012,310NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$33,089,814NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,172,246ExpenseAmt
Grant$4,333,437GrantAmt
DescTRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2018 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR MORE THAN 35 YEARS IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. THIS PAST YEAR WAS VERY PRODUCTIVE WITH CONTRIBUTIONS TOTALING 7.2 MILLION. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND THE ANNUAL COMMUNITY GRANTS PROGRAM REACHED 4.4 MILLION. THERE ARE NOW MORE THAN 700 FUNDS INCLUDING 48 NEW FUNDS ESTABLISHED IN 2018. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED GRANTS TO 60 ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, AND EDUCATION TOTALING 347,000. SCHOLARSHIPS WERE AWARDED TO 218 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 309,745 TO SUPPORT CONTINUING EDUCATION. THE 98 SCHOLARSHIP FUNDS 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 15, BRINGING THE TOTAL MEMBERSHIP TO 146. THEIR THOUGHTFUL PLANNING AND GENEROSITY WILL CONTINUE TO BENEFIT OUR COMMUNITY INTO THE FUTURE. THE COMMUNITY FOR ALL AGES COALITION WITH MORE THAN 60 MEMBERS CONTINUES TO FOCUS ON INITIATIVES IN SUPPORT OF THE AGING POPULATION IN EASTERN JACKSON COUNTY. RESEARCH INDICATES THOSE AGED 65 YEARS AND OVER WILL LIVE LONGER, BE HEALTHIER AND MORE ACTIVE, AND SEEK SERVICES, INCLUDING HOUSING OPTIONS THAT ENHANCE WELL-BEING AND AN ENGAGED LIFESTYLE. THE COALITION AND THCF ARE SPEARHEADING PROGRAMS TO PROVIDE TRANSPORTATION AND OTHER SERVICES TO OUR GROWING AGING POPULATION. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDES 190 STUDENTS FROM 13 LOCAL SCHOOLS. THEY LEARN AND PRACTICE PHILANTHROPY THROUGH AN ANNUAL FOOD DRIVE AND HOST A FUNDRAISING EVENT THAT SUPPORTS THE GROWTH OF THEIR OWN ENDOWMENT FUND. THE YAC STUDENTS ARE ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND SUPPORT VARIOUS ORGANIZATIONS UTILIZING THEIR ENDOWMENT. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY JUDY FORRESTER, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH 650 GUESTS IN ATTENDANCE, IT WAS A GOOD SUCCESS. ONCE AGAIN, THE FOUNDATION WAS IN THE SPOTLIGHT WITH AN OPPORTUNITY TO SHOWCASE OUR WORK AND TO INTRODUCE THOSE WONDERFUL PEOPLE WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT EARN OUR RECOGNITION AS "OUTSTANDING CITIZENS." THE COMMITTEE SURPASSED ITS GOAL AND GENERATED MORE THAN 176,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES.Desc
Total Program Service Expenses$5,172,246TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee11EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members28GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressYes (true)OfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIDGET STOPPELMANBusinessNameLine1Txt
Business Name Line2TRUMAN HEARTLAND COMMUNITY FOUNDATIBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone8168368189PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14200 LITTLE BLUE PARKWAY STE 340AddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationMOStateAbbreviationCd
ZIP64057ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CLIFFORD JONES
VICE CHAIR/D2.00Yes (X)Yes (X)$0$0$0
BARBARA KOIRTYOHANN
DIRECTOR2.00Yes (X)$0$0$0
HELEN HATRIDGE
CHAIR/DIRECT2.00Yes (X)Yes (X)$0$0$0
CINDY CAVANAH
DIRECTOR2.00Yes (X)$0$0$0
TRACEY MERSHON
SECRETARY2.00Yes (X)Yes (X)$0$0$0
ELEANOR FRASIER
DIRECTOR2.00Yes (X)$0$0$0
DAVID JETER
DIRECTOR2.00Yes (X)$0$0$0
JUDY FORRESTER
DIRECTOR2.00Yes (X)$0$0$0
MELANIE MOENTMANN
TREASURER2.00Yes (X)Yes (X)$0$0$0
KIRK NOOKS
DIRECTOR2.00Yes (X)$0$0$0
STEVE POTTER
DIRECTOR2.00Yes (X)$0$0$0
STAN SALVA
DIRECTOR2.00Yes (X)$0$0$0
MONTIE TRIPP
DIRECTOR2.00Yes (X)$0$0$0
CANDY WHITE
DIRECTOR2.00Yes (X)$0$0$0
DAVID BOWER
DIRECTOR2.00Yes (X)$0$0$0
TOM DUVALL
DIRECTOR2.00Yes (X)$0$0$0
LINDA GERDING
DIRECTOR2.00Yes (X)$0$0$0
JEFF WALTERS
DIRECTOR2.00Yes (X)$0$0$0
GEORGE KOEPP
DIRECTOR2.00Yes (X)$0$0$0
KAREN SCHULER
DIRECTOR2.00Yes (X)$0$0$0
LYNETTE WHEELER
DIRECTOR2.00Yes (X)$0$0$0
MICHELE CRUMBAUGH
DIRECTOR2.00Yes (X)$0$0$0
TODD HAYNES
DIRECTOR2.00Yes (X)$0$0$0
REBECCA KNEPPER
DIRECTOR2.00Yes (X)$0$0$0
STEVE NOLL
DIRECTOR2.00Yes (X)$0$0$0
BRAD SPEAKS
DIRECTOR2.00Yes (X)$0$0$0
SUSAN WRAY
DIRECTOR2.00Yes (X)$0$0$0
DAVID WILLIAMS
PART YR CHAI2.00Yes (X)Yes (X)$0$0$0
PHILLIP HANSON
PRESIDENT/CE40.00Yes (X)$145,623$0$8,069
BEVERLY POWELL
CFO32.00Yes (X)$90,499$0$3,504
FieldValueIRS element (for citing)
Total Reportable Comp From Org$236,122TotalReportableCompFromOrgAmt
Total Other Compensation$11,573TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$503,104FundraisingAmt
All Other Contributions$6,558,844AllOtherContributionsAmt
Noncash Contributions$2,355,330NoncashContributionsAmt
Total Contributions$7,061,948TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,660,997TotalRevenueColumnAmt
Exclusion$1,660,997ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$522,084SecuritiesAmt
Other$142,374OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$124,279OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$522,084SecuritiesAmt
Other$18,095OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$540,179TotalRevenueColumnAmt
Exclusion$540,179ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$106,394FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$503,104ContriRptFundraisingEventAmt
Fundraising Direct Expenses$169,345FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$62,951TotalRevenueColumnAmt
Exclusion-$48,124ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
ADMINISTRATION INCOME$567,160$567,160
MISCELLANEOUS INCOME$2,889$2,889
FieldValueIRS element (for citing)
Other Revenue Total$570,049OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,770,222TotalRevenueColumnAmt
Exclusion$2,723,101ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,023,692TotalAmt
Program Services$4,023,692ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$309,745TotalAmt
Program Services$309,745ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$247,695TotalAmt
Program Services$73,876ProgramServicesAmt
Management And General$107,896ManagementAndGeneralAmt
Fundraising$65,923FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$286,920TotalAmt
Program Services$138,939ProgramServicesAmt
Management And General$84,397ManagementAndGeneralAmt
Fundraising$63,584FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$23,772TotalAmt
Program Services$10,191ProgramServicesAmt
Management And General$5,538ManagementAndGeneralAmt
Fundraising$8,043FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$37,929TotalAmt
Program Services$15,175ProgramServicesAmt
Management And General$13,605ManagementAndGeneralAmt
Fundraising$9,149FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,300TotalAmt
Management And General$9,300ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,037TotalAmt
Program Services$9,175ProgramServicesAmt
Management And General$10,033ManagementAndGeneralAmt
Fundraising$829FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,559TotalAmt
Program Services$9,033ProgramServicesAmt
Management And General$6,196ManagementAndGeneralAmt
Fundraising$4,330FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$56,106TotalAmt
Program Services$9,473ProgramServicesAmt
Management And General$17,508ManagementAndGeneralAmt
Fundraising$29,125FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$25,789TotalAmt
Management And General$25,789ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,851TotalAmt
Program Services$1,463ProgramServicesAmt
Management And General$2,925ManagementAndGeneralAmt
Fundraising$1,463FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,869TotalAmt
Management And General$9,869ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,180TotalAmt
Management And General$14,180ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ADMINISTRATIVE FEES$536,566$536,566
MARKETING/RECRUITING EXPE$58,695$3,284$41,098$14,313
EQUIPMENT RENTAL/MAINTENA$15,083$7,541$3,771$3,771
BANKING FEES$10,383$7,287$1,836$1,260

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$40,463TotalAmt
Program Services$16,806ProgramServicesAmt
Management And General$21,517ManagementAndGeneralAmt
Fundraising$2,140FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,751,634TotalAmt
Program Services$5,172,246ProgramServicesAmt
Management And General$375,458ManagementAndGeneralAmt
Fundraising$203,930FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,062,785BOYAmt
EOY$877,917EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,345,998BOYAmt
EOY$3,455,676EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,954BOYAmt
EOY$2,837EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,599BOYAmt
EOY$11,203EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$131,974LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$94,618LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$170,763BOYAmt
EOY$37,356EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$40,345,510BOYAmt
EOY$39,556,642EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,944,609BOYAmt
EOY$43,941,631EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$52,835BOYAmt
EOY$69,101EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$15,100EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,879,464BOYAmt
EOY$10,767,616EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,932,299BOYAmt
EOY$10,851,817EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,560,795BOYAmt
EOY$30,674,981EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,451,515BOYAmt
EOY$2,414,833EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,012,310BOYAmt
EOY$33,089,814EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,944,609BOYAmt
EOY$43,941,631EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,018,588ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,737,795NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,203,289OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,771,835CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,863,328CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,567,525CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,908,104CurrentTaxYearMinus1YearAmt
Current Tax Year$7,061,948CurrentTaxYearAmt
Total$28,172,740TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,771,835CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,863,328CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,567,525CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,908,104CurrentTaxYearMinus1YearAmt
Current Tax Year$7,061,948CurrentTaxYearAmt
Total$28,172,740TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,926,377SubstantialContributorsTotAmt
Public Support Total170$24,246,363PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,000,075CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$946,737CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$972,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,083,811CurrentTaxYearMinus1YearAmt
Current Tax Year$1,660,997CurrentTaxYearAmt
Total$5,663,970TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$568,793CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$461,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$505,766CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$518,067CurrentTaxYearMinus1YearAmt
Current Tax Year$570,049CurrentTaxYearAmt
Total$2,623,733TotalAmt
FieldValueIRS element (for citing)
Total Support$36,460,443TotalSupportAmt
Gross Receipts Rltd Activities$25,840GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66500PublicSupportCY170Pct
Public Support PY1700.60240PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME 19,128 ADMINISTRATION INCOME 2,604,605ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,745,634FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,751,634FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$437,582FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$109,396FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year$437,582CurrentYearAmt
Total$437,582TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$656,373LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$6,000CurrentYearAmt
Total$6,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year$109,396CurrentYearAmt
Total$109,396TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$164,094GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$6,000CurrentYearAmt
Total$6,000TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held233DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held485FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$3,621,253DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$3,273,944FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,359,160DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$3,073,648FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$9,335,465DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$34,303,535FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,228,731BeginningYearBalanceAmt
Contributions$1,216,434ContributionsAmt
Investment Earnings Or Losses-$1,452,340InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,485,446GrantsOrScholarshipsAmt
Other Expenditures$1,320OtherExpendituresAmt
Administrative Expenses$300,161AdministrativeExpensesAmt
End Year Balance$20,205,898EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,773,218BeginningYearBalanceAmt
Contributions$3,325,273ContributionsAmt
Investment Earnings Or Losses$2,832,312InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,411,984GrantsOrScholarshipsAmt
Other Expenditures$424OtherExpendituresAmt
Administrative Expenses$289,664AdministrativeExpensesAmt
End Year Balance$22,228,731EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,105,610BeginningYearBalanceAmt
Contributions$1,823,869ContributionsAmt
Investment Earnings Or Losses$1,090,682InvestmentEarningsOrLossesAmt
Grants Or Scholarships$994,142GrantsOrScholarshipsAmt
Other Expenditures$833OtherExpendituresAmt
Administrative Expenses$251,968AdministrativeExpensesAmt
End Year Balance$17,773,218EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,072,291BeginningYearBalanceAmt
Contributions$1,836,250ContributionsAmt
Investment Earnings Or Losses-$470,831InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,083,593GrantsOrScholarshipsAmt
Other Expenditures$117OtherExpendituresAmt
Administrative Expenses$248,390AdministrativeExpensesAmt
End Year Balance$16,105,610EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,989,643BeginningYearBalanceAmt
Contributions$1,283,101ContributionsAmt
Investment Earnings Or Losses$957,075InvestmentEarningsOrLossesAmt
Grants Or Scholarships$926,861GrantsOrScholarshipsAmt
Other Expenditures$880OtherExpendituresAmt
Administrative Expenses$229,787AdministrativeExpensesAmt
End Year Balance$16,072,291EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.87020BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.01030PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11950TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$99,608OtherCostOrOtherBasisAmt
Depreciation$73,733DepreciationAmt
Book Value$25,875BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,366OtherCostOrOtherBasisAmt
Depreciation$20,885DepreciationAmt
Book Value$11,481BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$37,356TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY FUNDS$10,361,949
LIAB UNDER SPLIT-INT AGREEMENTS$405,667
FieldValueIRS element (for citing)
Total Liability$10,767,616TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,720,590TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,737,795NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$44,720DonatedServicesAndUseFcltsAmt
Other Revenue-$2,356,557OtherRevenueAmt
Revenue Not Reported-$6,049,632RevenueNotReportedAmt
Revenue Subtotal$9,770,222RevenueSubtotalAmt
Total Revenue Per Form990$9,770,222TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,643,086TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$44,720DonatedServicesUseFcltsAmt
Other Expenses Included-$1,153,268OtherExpensesIncludedAmt
Expenses Not Reported-$1,108,548ExpensesNotReportedAmt
Expenses Subtotal$5,751,634ExpensesSubtotalAmt
Total Expenses Per Form990$5,751,634TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 4, PART XI, LINE 2DCHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -20,843 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 169,345 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS -37,756 INCOME RELATED TO AGENCY FUNDS -2,466,235 BOOK/AUDIT DIFFERENCE REALIZED 0 GAINS/LOSSES -1,981 UNLOCATED DIFFERENCE PER AUDIT 913
SCHEDULE D, PAGE 4, PART XII, LINE 2DEXPENSES RELATED TO AGENCY FUNDS -1,320,784 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 169,345 DEPRECIATION DIFFERENCE -1,829

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Licensed StatesMOLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALA - THCFEvent1Nm
Gross Receipts Event1$247,870GrossReceiptsEvent1Amt
Charitable Contri Event1$188,422CharitableContriEvent1Amt
Gross Revenue Event1$59,448GrossRevenueEvent1Amt
Rent Facility Costs Event1$53,034RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,713FoodAndBeverageEvent1Amt
Entertainment Event1$1,600EntertainmentEvent1Amt
Other Direct Expenses Event1$13,574OtherDirectExpensesEvent1Amt
Event2ROTARY CARNIVALEvent2Nm
Gross Receipts Event2$169,569GrossReceiptsEvent2Amt
Charitable Contri Event2$142,483CharitableContriEvent2Amt
Gross Revenue Event2$27,086GrossRevenueEvent2Amt
Rent Facility Costs Event2$3,355RentFacilityCostsEvent2Amt
Food And Beverage Event2$32,322FoodAndBeverageEvent2Amt
Entertainment Event2$650EntertainmentEvent2Amt
Other Direct Expenses Event2$27,410OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$189,024GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$172,199CharitableContriOtherEventsAmt
Gross Revenue Other Events$16,825GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$20,444RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$5,972FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$8,271OthDirectExpnssOtherEventsAmt
Gross Receipts Total$606,463GrossReceiptsTotalAmt
Charitable Contributions Tot$503,104CharitableContributionsTotAmt
Gross Revenue Total Events$103,359GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$76,833RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$41,007FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,250EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$49,255OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$169,345DirectExpenseSummaryEventsAmt
Net Income Summary-$65,986NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (131 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ADAPTIVE SPORTS CENTER OF CRESTED B
PO BOX 1639CRESTED BUTTECO81224841063447501(C)$28,000ADAPT SPORTS FUND
ALLEN PRESS
PO BOX 621LAWRENCEKS660440621480698934$17,309HERP REVIEW
ALLEN PRESS
PO BOX 621LAWRENCEKS660440621480698934$14,000PRINTING
ALLEN PRESS
PO BOX 621LAWRENCEKS660440621480698934$5,600PRINTING
AMERICAN CANCER SOCIETY
PO BOX 22478OKLAHOMA CITYOK73123131788491501(C)$11,231CANCER RESEARCH
AMERICAN LEBANESE SYRIAN ASSOCIATED
501 ST JUDE PLACEMEMPHISTN38105351044585501(C)$10,000FUNDRAISER
AMERICAN LEBANESE SYRIAN ASSOCIATED
501 ST JUDE PLACEMEMPHISTN38105351044585501(C)$14,099CANCER RESEARCH
AMERICAN RED CROSS
PO BOX 37839BOONEIA500370839530196605501(C)$11,231HUMANITARIAN RELIEF
ASSOCIATION OF PRACTICAL THEOLOGY
64 MERCER STPRINCETONNJ08540341552970501(C)$7,375CONFERENCE ARTIST
ASSOCIATION OF PRACTICAL THEOLOGY
PO BOX 750133DALLASTX752750133$6,000CONFERENCE SUPPORT
BLUE SPRINGS EDUCATION FOUNDATION
1801 NW VESPER STBLUE SPRINGSMO64015462948172501(C)$25,000PROG & SCHOLARSHIPS
BLUE SPRINGS HISTORICAL SOCIETY
PO BOX 762BLUE SPRINGSMO64013431108906501(C)$5,419NEW ROOF
BROADWAY TRAINING CENTER
10 WASHINGTON AVEHASTINGSONHUDSONNY107063119133753610501(C)$7,000PIANO RESTORATION
CASS COUNTY HISTORICAL SOCIETY
400 E MECHANICHARRISONVILLEMO64701237357777501(C)$10,000OPERATING EXPENSES
CASS COUNTY HISTORICAL SOCIETY
400 E MECHANICHARRISONVILLEMO64701237357777501(C)$10,000OPERATING EXPENSES
CENTER FOR CONFLICT RESOLUTION
6285 PASEO BLVDKANSAS CITYMO64110431890891501(C)$7,000OPERATING EXPENSES
CENTER FOR CONFLICT RESOLUTION
6285 PASEO BLVDKANSAS CITYMO64110431890891501(C)$10,500OPERATIONS
CHRISTIAN CHURCH OF GREATER KANSAS
9401 JOHNSON DRIVEMERRIAMKS66203440558472$10,002ANNUAL SUPPORT
CITY OF BLUE SPRINGS - FINANCE
903 W MAIN STBLUE SPRINGSMO64015446000139501(C)$29,682KITCHEN EQUIP
CITY OF INDEPENDENCE - FINANCE DEPA
111 E MAPLEINDEPENDENCEMO64050446000190501(C)$11,000K-9 PURCH. & TRAIN
CLINTON UNITED METHODIST CHURCH
601 S 4TH STREETCLINTONMO64735440590276501(C)$12,000GENERAL SUPPORT
COLDWATER OF LEE'S SUMMIT
1800 NE INDEPENDENCE AVELEES SUMMITMO64086134306668501(C)$6,000PANTRY DISTRIB
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RDINDEPENDENCEMO64050430976396501(C)$20,000EARLY ED. INITIATIVE
COMMUNITY SERVICES LEAGUE
404 NORTH NOLAND RDINDEPENDENCEMO64050430976396501(C)$15,161RETIRE FUND
COURAGEOUS LIFE CHURCH
18703 E SALISBURY RDINDEPENDENCEMO640563501455011117501(C)$10,000BUILDING FUND
CREATIVE SMARTS INC
121 WEST 48TH ST UNIT 1903KANSAS CITYMO64112273456805$36,000MATH PD
CRECER FOUNDATION
PO BOX 399DESOTOKS66018205197207501(C)$15,000BUILD/GEN SUPPORT
CURATORS OF THE UNIVERSITY OF MISSO
118 UNIVERSITY HALLCOLUMBIAMO652113020266440629501(C)$15,000STUDENTS TO COLLEGE
DAUGHTERS OF THE AMERICAN REVOLUTIO
212 SW SHAMROCK DRBLUE SPRINGSMO64014510214291501(C)$15,000ILLUSTRATED HISTORY
DEBBIE MILLER CONSULTING INC
47 SPYGLASS DRIVELITTLETONCO80123861118323$9,2754/3-4/2018 EVENT
DEBBIE MILLER CONSULTING INC
47 SPYGLASS DRIVELITTLETONCO80123861118323$8,989LEARNING LABS
DEBBIE MILLER CONSULTING INC
47 SPYGLASS DRIVELITTLETONCO80123861118323$13,490LEARNING LABS
DEBBIE MILLER CONSULTING INC
47 SPYGLASS DRIVELITTLETONCO80123861118323$9,244LEARNING LABS
DEVELOPING POTENTIAL INC
251 EXECUTIVE WAY SUITE 200LEES SUMMITMO64063431661167501(C)$25,000CAPITAL CAMPAIGN
DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RDINDEPENDENCEMO64055440569643501(C)$25,000COMPASS PROGRAM
DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RDINDEPENDENCEMO64055440569643501(C)$20,000COMPASS PROGRAM
DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RDINDEPENDENCEMO64055440569643501(C)$50,000OUTDOOR AMPHITHEATER
DRUMM FARM CENTER FOR CHILDREN INC
3210 LEES SUMMIT RDINDEPENDENCEMO64055440569643501(C)$25,000GENERAL SUPPORT
FELLOWSHIP BIBLE CHURCH
1210 FRANKLIN ROADBRENTWOODTN37027621660360$10,000GERMANY MISSION
FELLOWSHIP BIBLE CHURCH
1210 FRANKLIN ROADBRENTWOODTN37027621660360$23,000GENERAL SUPPORT
FELLOWSHIP BIBLE CHURCH
1210 FRANKLIN ROADBRENTWOODTN37027621660360$15,000GENERAL SUPPORT
FELLOWSHIP BIBLE CHURCH
1210 FRANKLIN ROADBRENTWOODTN37027621660360$15,000GLOBAL CHRISTMAS
FIRST BAPTIST CHURCH OF INDEPENDENC
500 WEST TRUMAN ROADINDEPENDENCEMO640502695040556855501(C)$100,000OPERATING EXP
FIRST PRESBYTERIAN CHURCH OF LEE'S
1625 NW OBRIEN RDLEES SUMMITMO64081440665111501(C)$100,000CAPITAL IMPROV
G & T CONSTRUCTION LLC
1331 MONROE STJEFFERSON CITYMO65101$59,968MPRA BUILD. IMPROV
GOVHR USA
630 DUNDEE ROAD SUITE 130NORTHBROOKIL60062$9,161RECRUIT EX DIR
GOVHR USA
630 DUNDEE ROAD SUITE 130NORTHBROOKIL60062$6,000RECRUIT EX DIR
GRACELAND UNIVERSITY
1 UNIVERSITY PLACELAMONIIA50140420707114501(C)$15,000ENDOWED SCIENCE
GRAIN VALLEY R-5 SCHOOL DISTRICT
31606 NE PINK HILL RDGRAIN VALLEYMO640290719446004947501(C)$5,117MULTIPLE PURPOSES
GRAIN VALLEY R-5 SCHOOL DISTRICT
31606 NE PINK HILL RDGRAIN VALLEYMO640290719446004947501(C)$7,073CLASSROOM GRANTS
GRAIN VALLEY R-5 SCHOOL DISTRICT
31606 NE PINK HILL RDGRAIN VALLEYMO640290719446004947501(C)$31,500SCHOLARSHIPS
GRAIN VALLEY R-5 SCHOOL DISTRICT
31606 NE PINK HILL RDGRAIN VALLEYMO640290719446004947501(C)$17,122CLASSROOM GRANTS
HARRISONVILLE ANIMAL SHELTER
PO BOX 367HARRISONVILLEMO64701446000184$11,231ANNUAL UNRESTRICTED
HARRISONVILLE MINISTERIAL ALLIANCE
1311 SANDERS STREETHARRISONVILLEMO64701431800881501(C)$11,231ANNUAL FOOD PANTRY
HEART OF AMERICA BOY SCOUTS OF AMER
10210 HOLMESKANSAS CITYMO641414171440545995501(C)$10,000CAMP SCHOLARSHIPS
HEART OF AMERICA BOY SCOUTS OF AMER
10210 HOLMESKANSAS CITYMO641414171440545995501(C)$10,000SCHOLAR ENDOW PROG
HEARTLAND CHAMBER MUSIC
1600 GENESSEE ST STE 824KANSAS CITYMO64111481248171501(C)$15,000STRING SPROUTS
HENRY COUNTY MUSEUM
203 WEST FRANKLIN STCLINTONMO64735237010352501(C)$5,200RENOVATION
HILLCREST TRANSITIONAL HOUSING OF M
PO BOX 901924KANSAS CITYMO64190203093292501(C)$7,500GENERAL SUPPORT
HILLCREST TRANSITIONAL HOUSING OF M
PO BOX 901924KANSAS CITYMO64190203093292501(C)$20,003ANNUAL UNRESTRICTED
HOLIDAY FX LLC
7503 N BROOKLYN AVEGLADSTONEMO64118261281470$10,900HOLIDAY LIGHTING
HOPE HOUSE INC
P O BOX 577LEES SUMMITMO64063431265685501(C)$6,275EQUIPMENT
HOPE HOUSE INC
P O BOX 577LEES SUMMITMO64063431265685501(C)$39,423OPERATION SUPPORT
ILLINOIS STATE UNIVERSITY FOUNDATIO
CAMPUS BOX 3200NORMALIL617903200376025713501(C)$12,500SCHOLARSHIP
INDEPENDENCE SQUARE ASSOCIATION
202 W MAPLE AVEINDEPENDENCEMO64050431656837501(C)$6,250DIRECTOR'S CONTRACT
JACKSON COUNTY CARES
PO BOX 411083KANSAS CITYMO64141$6,000CAMPAIGN SUPPORT
JACKSON COUNTY FREE HEALTH CLINIC
3515 BROADWAYKANSAS CITYMO64111450539496501(C)$40,069UNRESTRICTED SUPPORT
JACKSON COUNTY HISTORICAL SOCIETY
P O BOX 4241INDEPENDENCEMO64051440651562501(C)$20,000MUSEUM SUPPORT
JEWISH FAMILY SERVICES OF GREATER K
5801 W 115TH STREET SUITE 103OVERLAND PARKKS66211440545829501(C)$10,000YOU B YOU CAMP
JOHN KNOX VILLAGE FOUNDATION
400 NW MURRAY RDLEES SUMMITMO640811426431304714501(C)$7,500GENERAL SUPPORT
JUNIOR ACHIEVEMENT OF MIDDLE AMERIC
4001BLUE PARKWAY SUITE 210KANSAS CITYMO64130440604809501(C)$15,000PROGRAM
JUNIOR SERVICE LEAGUE OF INDEPENDEN
3122 SOUTH CRYSLERINDEPENDENCEMO64055436050228501(C)$35,000BUILDING IMPROV
KANSAS CITY SCHOLARS INC
8080 WARD PARKWAY SUITE 402KANSAS CITYMO64114813287932501(C)$7,500CSL SCHOLARSHIP
KANSAS CITY SYMPHONY
1703 WYANDOTTE STREET SUITE 200KANSAS CITYMO64108431297475501(C)$7,000OPERATING EXPENSES
KANSAS STATE ATHLETICS
1800 COLLEGE AVEMANHATTANKS66502480771751$40,000SPORTS MASTER PLAN
LEE UNIVERSITY- FUNDRAISING
1120 N OCOEE STCLEVELANDTN37311620502739501(C)$10,000SCHOLARSHIP FUND
LEE'S SUMMIT ACADEMY
601 NW LIBBY LNLEES SUMMITMO64063$9,000PROGRAM SUPPORT
LEE'S SUMMIT CARES
1555 NE RICE ROADLEES SUMMITMO64086431301288501(C)$6,000BULLY PREVEN PROG
LEE'S SUMMIT MUNICIPAL BUILDING & E
220 S E GREEN STREETLEES SUMMITMO64063273907101501(C)$22,355FINAL DISTRIBUTION
LEE'S SUMMIT SYMPHONY ORCHESTRA
P O BOX 352LEES SUMMITMO64063270055476501(C)$7,000VENUE RELOCATION
LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719PHILADELPHIAPA191707719350472300$24,310INSURANCE PREMIUM
LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719PHILADELPHIAPA191707719350472300$30,000LIFE INS PREMIUM
LINCOLN NATIONAL LIFE INSURANCE CO
P O BOX 7719PHILADELPHIAPA191707719350472300$19,555INSURANCE PAYMENT
LONGVIEW HORSE PARK ASSOCIATION
16900 E HEATHER LANELOCH LLOYDMO64012431308722501(C)$5,331GENERAL SUPPORT
MARYLAND SYMPHONY ORCHESTRA
30 W WASHINGTON STHAGERSTOWNMD21740521259358501(C)$12,500RECORDING PROJECT
MARYLAND SYMPHONY ORCHESTRA
30 W WASHINGTON STHAGERSTOWNMD21740521259358501(C)$8,000HOLIDAY CONCERTS
MAYWOOD BAPTIST CHURCH
10505 E WINNER ROADINDEPENDENCEMO64052440602011$10,000CAPITAL IMPROV FUND
MBCH CHILDREN AND FAMILY MINISTRIES
11300 ST CHARLES ROCK ROADBRIDGETONMO63044431948009501(C)$8,792EDUCATIONAL PROGRAMS
METROPOLITAN COMMUNITY COLLEGE KC F
3200 BROADWAYKANSAS CITYMO64111510181875501(C)$25,000CYBER SECURITY
MISSION SOUTHSIDE
18335 W 168TH TERRACEOLATHEKS66062273655778501(C)$10,000GENERAL SUPPORT
MISSOURI 4-H FOUNDATION
109 WHITTEN HALLCOLUMBIAMO65211436044367501(C)$10,000SCHOLARSHIPS
MISSOURI DEVELOPMENT FINANCE BOARD
200 MADISON ST SUITE 1000JEFFERSON CITYMO65102501(C)$240,000TAX CREDITS
MISSOURI FARM HOUSE FOUNDATION
701 SUDBURY DRCOLUMBIAMO65203237045970501(C)$10,230RETIRE FUND
MISSOURI VALLEY COLLEGE
500 E COLLEGE STMARSHALLMO65340440545286501(C)$10,000BUILDING FUND
MISSOURI VALLEY COLLEGE
500 E COLLEGE STMARSHALLMO65340440545286501(C)$10,000GENERAL SUPPORT
MUSIC-ARTS INSTITUTE
1010 S PEARLINDEPENDENCEMO64050431245831501(C)$10,000MATCHING GRANT
NATIVITY OF MARY SCHOOL
10021 E 36TH TERRINDEPENDENCEMO64052440584302501(C)$6,000GENERAL SUPPORT
NONPROFIT CONNECT
125 E 31ST STREET SUITE 100KANSAS CITYMO64108431121678501(C)$7,150VMI WRKSHP SCHOLARS
NORTHWEST COMMUNITIES DEVELOPMENT C
PO BOX 520532INDEPENDENCEMO64052431822719501(C)$10,0002018-19 SCHOOL YEAR
ONE STOP PROPERTY MANAGEMENT LLC
13905 E 39TH STREET SUITE 200INDEPENDENCEMO64055275060634$10,000REHABILITATION
ORDINARY HERO FOUNDATION INC
PO BOX 1945BRENTWOODTN37024271778360501(C)$6,000GENERAL SUPPORT
PHOENIX FAMILY HOUSING CORPORATION
3908 WASHINGTON STREETKANSAS CITYMO64111680101133501(C)$121,250PROGRAM SUPPORT
PLAY TO LEARN MINISTRIES
101 NE RD MIZE ROADBLUE SPRINGSMO64014611714726501(C)$7,500SCHOLARSHIPS
PROTECTIVE LIFE INSURANCE COMPANY
PO BOX 2606BIRMINGHAMAL35202$20,000INSURANCE PAYMENT
PROTECTIVE LIFE INSURANCE COMPANY
PO BOX 2606BIRMINGHAMAL35202$215,000INSURANCE PAYMENT
RAINBOW CENTER FOR COMMUNICATIVE DI
900 NW WOODS CHAPEL RDBLUE SPRINGSMO64015480861861501(C)$10,850GENERAL SUPPORT
RAYMORE PARKS & RECREATION
100 MUNICIPAL CIRCLERAYMOREMO64083430815510$7,300PARK EQUIPMENT
RAYTOWN EDUCATIONAL FOUNDATION
10750 E 350 HIGHWAYRAYTOWNMO641381872431667551501(C)$26,000SCHOLARSHIPS
RESTART INC
918 E 9TH STREETKANSAS CITYMO641063072431349378501(C)$23,337ANNUAL UNRESTRICTED
RISE FOUNDATION
2657 KIPLING STREETPALO ALTOCA94306916542513501(C)$8,000PERFORMING ARTS
SANTA FE TRAIL NEIGHBORHOOD CDC
111 S MAIN STINDEPENDENCEMO640503702431819448501(C)$8,429OPERATING EXPENSES
SCHOOL OF ECONOMICS
200 NW 14TH STREETBLUE SPRINGSMO64015431581206501(C)$15,000PROGRAM SUPPORT
SHOW HOPE
PO BOX 647FRANKLINTN37065320011220501(C)$25,000GENERAL SUPPORT
ST ANN'S CATHOLIC CHURCH
10113 E LEXINGTONSUGAR CREEKMO64053$8,000GENERAL SUPPORT
ST PAUL UNITED METHODIST CHURCH
3601 S STERLING AVEINDEPENDENCEMO64052430889029501(C)$5,202CHURCH RENOVATIONS
ST PAUL UNITED METHODIST CHURCH
3601 S STERLING AVEINDEPENDENCEMO64052430889029501(C)$7,535GENERAL SUPPORT
ST PAUL UNITED METHODIST CHURCH
3601 S STERLING AVEINDEPENDENCEMO64052430889029501(C)$49,092CHURCH RENOV
ST PAUL UNITED METHODIST CHURCH
3601 S STERLING AVEINDEPENDENCEMO64052430889029501(C)$16,379OPERATING EXPENSES
STEPPINGSTONE-EVANGELICAL CHILDREN'
5100 NOLAND ROADKANSAS CITYMO64133430654856501(C)$13,335ANNUAL SUPPORT
STONE CHURCH
1012 W LEXINGTONINDEPENDENCEMO64050501(C)$8,000PROGRAM SUPPORT
STONE CHURCH
1012 W LEXINGTONINDEPENDENCEMO64050501(C)$7,500PROGRAM SUPPORT
SUMMIT THEATRE GROUP
PO BOX 1736LEES SUMMITMO640631736450887750501(C)$9,7002018-2019 SEASON
SUPPORTING KIDS FOUNDATION
PO BOX 15171LENEXAKS66285272386653501(C)$8,500GENERAL SUPPORT
SUPPORTING KIDS FOUNDATION
PO BOX 15171LENEXAKS66285272386653501(C)$20,000GENERAL SUPPORT
SYMETRA LIFE INSURANCE
PO BOX 34690SEATTLEWA981241690$295,000LIFE INSURANCE PREMI
TIMOTHY LUTHERAN CHURCH
425 NW RD MIZE ROADBLUE SPRINGSMO64014501(C)$72,390OPERATING EXPENSES
UCM FOUNDATION
UNIVERSITY OF CENTRAL MISSOURI UTTWARRENSBURGMO64093431181566501(C)$21,000FULKERSON ENDOW
WESTERN COLORADO UNIVERSITY FOUNDAT
909 E ESCALANTE DRIVEGUNNISONCO81230840709935501(C)$14,990FELLOWS PROGRAM
WESTERN COLORADO UNIVERSITY FOUNDAT
909 E ESCALANTE DRIVEGUNNISONCO81230840709935501(C)$15,624FELLOWS PROGRAM
WOOLLY MAMMOTH THEATRE COMPANY
641D STREET NWWASHINGTONDC20004521242900501(C)$6,000PRODUCTION COSTS
YOUTH ENTREPRENEURS KANSAS
6405 METCALF AVE STE 503MISSIONKS662024084481187886501(C)$15,000PROGRAM SUPPORT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient218RecipientCnt
Cash Grant$309,745CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationAWARDS 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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPHILLIP HANSONPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$145,623BaseCompensationFilingOrgAmt
Deferred Compensation Flng Org$8,069DeferredCompensationFlngOrgAmt
Total Compensation Filing Org$153,692TotalCompensationFilingOrgAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PAGE 1, PART I, LINE 5AFormAndLineReferenceDesc
ExplanationTHIS PLAN IS FOR ALL EMPLOYEES. THE GOAL OF THE INCENTIVE COMPENSATION PLAN IS TO ENHANCE OUR FOCUS ON STRATEGIC GOALS, INCREASE EMPLOYEE PRODUCTIVITY, AND REWARD THCF EMPLOYEES FOR OUTSTANDING PERFORMANCE AS A TEAM. IT IS IMPORTANT TO HAVE A PLAN THAT IS SIMPLY UNDERSTOOD AND EMPLOYEES HAVE A CLEAR UNDERSTANDING OF WHAT PERFORMANCE MEASURES THEY NEED TO IMPACT. INCENTIVE COMPENSATION WILL ONLY BE AVAILABLE FOR PAYMENT TO STAFF IF: 1.THE FOUNDATION HAS AT 10% OR GREATER INCREASE IN THE THREE YEAR AVERAGE OF TOTAL CONTRIBUTIONS EXCLUDING ESTATE GIFTS. THE GOAL FOR 2018 IS 4,500,000 (SEE GOAL WORKSHEET) 2.THE NET REVENUE-BEFORE DEPRECIATION ON THE OPERATIONS BUDGET (SCHEDULE D) IS PROJECTED TO BE POSITIVE. INCENTIVE COMPENSATION OF 3% OF SALARIES (15,389) COULD BE AVAILABLE AND 2% OR 10,380 IS INCLUDED IN THE APPROVED BUDGET. IF FUNDS IN THE OPERATIONS BUDGET ARE NOT SUFFICIENT FOR IT TO BE IN THE BLACK, THIS POOL WILL BE REDUCED BY THE AMOUNT NECESSARY TO REACH THE BUDGETED NET INCOME GOAL. EACH STAFF PERSON AS OF DECEMBER 31ST WILL RECEIVE A PERCENTAGE OF THEIR SALARY PAID THAT YEAR UP TO 3% AS THEIR SHARE OF THE OVERALL POOL. FOR EXAMPLE, IF ONLY 1% WAS AVAILABLE FOR THE INCENTIVE COMPENSATION POOL, EACH STAFF PERSON WOULD THEN RECEIVE 1% OF THEIR SALARY. THIS WILL BE PAID AS A BONUS IN THE FOLLOWING JANUARY AND WILL NOT BECOME PART OF THEIR BASE SALARY FOR THE NEXT YEAR. (EXAMPLE-PAID IN JANUARY 2019 BUT ACCRUED AS 2018 EXPENSE) THE PLAN IS SUBJECT TO ANNUAL REVIEW BY THE BOARD OF DIRECTORS OR DESIGNATED COMMITTEE.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution52ContributionCnt
Noncash Contributions Rpt F990$2,355,330NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PAGE 1, PART I, LINE 32BFormAndLineReferenceDesc
ExplanationPUBLICLY TRADED SECURITIES ARE SOLD BY INVESTMENT BROKERS AS REQUIRED BY LAW.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6BOARD 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 4ATRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2018 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR MORE THAN 35 YEARS IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. THIS PAST YEAR WAS VERY PRODUCTIVE WITH CONTRIBUTIONS TOTALING 7.2 MILLION. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND THE ANNUAL COMMUNITY GRANTS PROGRAM REACHED 4.4 MILLION. THERE ARE NOW MORE THAN 700 FUNDS INCLUDING 48 NEW FUNDS ESTABLISHED IN 2018. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED GRANTS TO 60 ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, AND EDUCATION TOTALING 347,000. SCHOLARSHIPS WERE AWARDED TO 218 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 309,745 TO SUPPORT CONTINUING EDUCATION. THE 98 SCHOLARSHIP FUNDS 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 15, BRINGING THE TOTAL MEMBERSHIP TO 146. THEIR THOUGHTFUL PLANNING AND GENEROSITY WILL CONTINUE TO BENEFIT OUR COMMUNITY INTO THE FUTURE. THE COMMUNITY FOR ALL AGES COALITION WITH MORE THAN 60 MEMBERS CONTINUES TO FOCUS ON INITIATIVES IN SUPPORT OF THE AGING POPULATION IN EASTERN JACKSON COUNTY. RESEARCH INDICATES THOSE AGED 65 YEARS AND OVER WILL LIVE LONGER, BE HEALTHIER AND MORE ACTIVE, AND SEEK SERVICES, INCLUDING HOUSING OPTIONS THAT ENHANCE WELL-BEING AND AN ENGAGED LIFESTYLE. THE COALITION AND THCF ARE SPEARHEADING PROGRAMS TO PROVIDE TRANSPORTATION AND OTHER SERVICES TO OUR GROWING AGING POPULATION. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDES 190 STUDENTS FROM 13 LOCAL SCHOOLS. THEY LEARN AND PRACTICE PHILANTHROPY THROUGH AN ANNUAL FOOD DRIVE AND HOST A FUNDRAISING EVENT THAT SUPPORTS THE GROWTH OF THEIR OWN ENDOWMENT FUND. THE YAC STUDENTS ARE ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND SUPPORT VARIOUS ORGANIZATIONS UTILIZING THEIR ENDOWMENT. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY JUDY FORRESTER, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH 650 GUESTS IN ATTENDANCE, IT WAS A GOOD SUCCESS. ONCE AGAIN, THE FOUNDATION WAS IN THE SPOTLIGHT WITH AN OPPORTUNITY TO SHOWCASE OUR WORK AND TO INTRODUCE THOSE WONDERFUL PEOPLE WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT EARN OUR RECOGNITION AS "OUTSTANDING CITIZENS." THE COMMITTEE SURPASSED ITS GOAL AND GENERATED MORE THAN 176,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES.
FORM 990, PAGE 6, PART VI, LINE 4ARTICLE IV OF THE BYLAWS WERE REVISED TO INCLUDE A NEW OFFICER, CHIEF INVESTMENT OFFICER, AND ALSO REVISED DUTIES OF THE CFO. THE FOLLOWING PARAGRAPHS REFLECT THE CHANGES APPROVED BY THE BOARD OF DIRECTORS IN DECEMBER 2018: 4.6 CHIEF FINANCIAL OFFICER/CFO. THE CHIEF FINANCIAL OFFICER/CFO IS AN OFFICER OF THE FOUNDATION BUT NOT A MEMBER OF THE BOARD. THE CHIEF FINANCIAL OFFICER/CFO REPORTS TO THE PRESIDENT/CEO AND IS THE CONTACT PERSON FOR THE TREASURER OF THE BOARD AND THE FINANCE COMMITTEE. THE CHIEF FINANCIAL OFFICER/CFO IS RESPONSIBLE FOR MANAGING THE FINANCIAL ASPECTS OF THE FOUNDATION, INCLUDING ASSISTING THE PRESIDENT/CEO WITH DEVELOPING AND IMPLEMENTING THE BUDGET, BUSINESS PLANS, AND APPROPRIATE INTERNAL CONTROLS TO SAFEGUARD THE ASSETS OF THE FOUNDATION. 4.7 CHIEF INVESTMENT OFFICER /CIO. THE CHIEF INVESTMENT OFFICER/CIO REPORTS TO THE PRESIDENT/ CEO AND IS THE CONTACT PERSON FOR THE INVESTMENT COMMITTEE AND IS RESPONSIBLE FOR IMPLEMENTATION OF NECESSARY INTERNAL PROCEDURES FOR REPORTING TO THE BOARD ON THE INVESTMENTS OF THE FOUNDATION. THE CHIEF INVESTMENT OFFICER/CIO WILL BE RESPONSIBLE FOR IMPLEMENTATION OF THE POLICIES OF THE INVESTMENT COMMITTEE AND WILL ASSIST THE PRESIDENT/CEO AND THE CHIEF FINANCIAL OFFICER/CFO IN SAFEGUARDING THE INVESTMENTS OF THE FOUNDATION.
FORM 990, PAGE 6, PART VI, LINE 9CLIFFORD JONES 4721 S CLIFF AVENUE STE 204 INDEPENDENCE, MO 64055-6938 BARBARA KOIRTYOHANN 412 NE THORNBERRY PLACE LEES SUMMIT, MO 64063 HELEN HATRIDGE 717 SW WINTERGARDEN DRIVE LEES SUMMIT, MO 64081 CINDY CAVANAH 416 NW POPLAR STREET LEES SUMMIT, MO 64064 TRACEY MERSHON 10015 WINDSOR DRIVE LEES SUMMIT, MO 64063 ELEANOR FRASIER 1304 NW 5TH TERRACE BLUE SPRINGS, MO 64014 DAVID JETER 4404 HICKORY LANE BLUE SPRINGS, MO 64015 JUDY FORRESTER 17611 48TH TERRACE CT S INDEPENDENCE, MO 64055 MELANIE MOENTMANN 2701 BERRY AVE INDEPENDENCE, MO 64057 KIRK NOOKS 500 SE LONGVIEW ROAD LEE'S SUMMIT, MO 64081 STEVE POTTER 711 SW JOSEPH CIRCLE GRAIN VALLEY, MO 64029 STAN SALVA 4026 N RIVER BLVD. INDEPENDENCE, MO 64050 MONTIE TRIPP 37508 HUDSON ROAD OAK GROVE, MO 64075 CANDY WHITE 1025 SW SUMMIT FALLS DR LEE'S SUMMIT, MO 64081 DAVID BOWER 4800 MAIN ST, STE 300 KANSAS CITY, MO 64112 TOM DUVALL 2310 REDWOOD AVE INDEPENDENCE, MO 64057 LINDA GERDING 1298 SW HEARTWOOD DRIVE LEE'S SUMMIT, MO 64081 JEFF WALTERS 4200 LITTLE BLUE PKWY INDEPENDENCE, MO 64057 GEORGE KOEPP 12546 OAK STREET KANSAS CITY, MO 64145 KAREN SCHULER LEES SUMMIT, MO 64086 LYNETTE WHEELER 7900 LEES SUMMIT ROAD KANSAS CITY, MO 64139 MICHELE CRUMBAUGH 908 LAKE DRIVE CT INDEPENDENCE, MO 64055 TODD HAYNES 304 NE PARKS EDGE PLACE LEE'S SUMMIT, MO 64064-1416 REBECCA KNEPPER 509 NE HANS DR BLUE SPRINGS, MO 64014 STEVE NOLL 4500 W 71ST TERR PRARIE VILLAGE, KS 66208 BRAD SPEAKS 16312 E COGAN DRIVE INDEPENDENCE, MO 64055 SUSAN WRAY 4212 SOUTH UNION STREET INDEPENDENCE, MO 64055
FORM 990, PAGE 6, PART VI, LINE 11BTRUMAN 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 12CTRUMAN 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 15ATRUMAN 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 15BSEE POLICY IN PART 15A
FORM 990, PAGE 6, PART VI, LINE 19TRUMAN 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 9CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -20,843 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 169,345 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS -37,756 INCOME RELATED TO AGENCY FUNDS -2,466,235 BOOK/AUDIT DIFFERENCE REALIZED 0 GAINS/LOSSES -1,981 UNLOCATED DIFFERENCE PER AUDIT 913 EXPENSES RELATED TO AGENCY FUNDS 1,320,784 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -169,345 DEPRECIATION DIFFERENCE 1,829 TOTAL -1,203,289

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THCF REAL ESTATE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14200 LITTLE BLUE PARKWAY STE 340AddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationMOStateAbbreviationCd
ZIP64057ZIPCd
FieldValueIRS element (for citing)
EIN471272132EIN
Primary ActivitiesREAL ESTPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd
End Of Year Assets$85EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1TRUMAN HEABusinessNameLine1Txt
Business Name Line2RTLAND COMMUNITY FOUNDATIONBusinessNameLine2Txt

Averaging Attachment AveragingAttachment

FieldValueIRS element (for citing)
ExplanationTRUMAN HEARTLAND DID NOT MADE ANY POLITICAL EXPENDITURES FOR ANY OF THE FOLLOWING YEARS: 2015 2016 2017ExplanationTxt

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