TRUMAN HEARTLAND COMMUNITY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TRUMAN HEARTLAND COMMUNITY FOUNDATION (EIN 43-1482136)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201813139349303181
- Schema version
- 2017v2.3
- 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 D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T15:26:11-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 |
| Phone | 8168368898 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEVERLY POWELL | PreparerPersonNm |
| PTIN | P00623829 | PTIN |
| Phone | 8168330078 | PhoneNum |
| Preparation | 2018-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.202.90.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 15:26:11 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C0AA0F651FC821C4050BB1F6D62EC6BB119F123A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C0AA0F651FC821C4050BB1F6D62EC6BB119F123A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $8,449,813 | 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 | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 280 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,567,525 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,908,104 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $975,547 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,900,585 | CYInvestmentIncomeAmt |
| PY Other Revenue | $506,453 | PYOtherRevenueAmt |
| CY Other Revenue | $497,346 | CYOtherRevenueAmt |
| PY Total Revenue | $7,049,525 | PYTotalRevenueAmt |
| CY Total Revenue | $8,306,035 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,326,055 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,179,938 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $516,121 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $548,276 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $205,460 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $726,254 | PYOtherExpensesAmt |
| CY Other Expenses | $663,934 | CYOtherExpensesAmt |
| PY Total Expenses | $4,568,430 | PYTotalExpensesAmt |
| CY Total Expenses | $4,392,148 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,481,095 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,913,887 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,249,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,944,609 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,292,799 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,932,299 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,957,178 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,012,310 | 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 | $3,838,252 | ExpenseAmt |
| Grant | $3,179,938 | GrantAmt |
| Desc | TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2017 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR 35 YEARS IN EASTERN JACKSON COUNTY. THIS PAST YEAR WAS VERY PRODUCTIVE WITH CONTRIBUTIONS TOTALING 6 MILLION. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND THE ANNUAL COMMUNITY GRANTS PROGRAM REACHED 3.21 MILLION. THERE ARE NOW MORE THAN 650 FUNDS INCLUDING 43 NEW FUNDS ESTABLISHED IN 2017. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 57 GRANTS TO ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, AND EDUCATION TOTALING 317,024. SCHOLARSHIPS WERE AWARDED TO 177 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 224,664 TO SUPPORT CONTINUING EDUCATION. THE 83 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 WITH A TOTAL MEMBERSHIP OF 131. 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 180 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 610 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 167,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES. | Desc |
| Total Program Service Expenses | $3,838,252 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | TRUMAN HEARTLAND COMMUNITY FOUND | BusinessNameLine1Txt |
| 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CLIFFORD JONES | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID WILLIAMS | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA KOIRTYOHANN | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HELEN HATRIDGE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY CAVANAH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TRACEY MERSHON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELEANOR FRASIER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID JETER | ||||||
| PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY FORRESTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE MOENTMANN | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA HATLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIRK NOOKS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE POTTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STAN SALVA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MONTIE TRIPP | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CANDY WHITE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN ZERR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BOWER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS CULBERTSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM DUVALL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA GERDING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF WALTERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY HUGHEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM KLIETHERMES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE KOEPP | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN SCHULER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GLORIA SOLIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LYNETTE WHEELER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PHILLIP HANSON | ||||||
| PRESIDENT/CE | 55.00 | Yes (X) | $141,283 | $0 | $6,211 | |
| BEVERLY POWELL | ||||||
| CFO | 35.00 | Yes (X) | $88,475 | $0 | $4,515 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $229,758 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $10,726 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $250,593 | FundraisingAmt |
| All Other Contributions | $5,657,511 | AllOtherContributionsAmt |
| Noncash Contributions | $1,141,043 | NoncashContributionsAmt |
| Total Contributions | $5,908,104 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,083,811 | TotalRevenueColumnAmt |
| Exclusion | $1,083,811 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $852,773 | SecuritiesAmt |
| Other | $4,001 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $40,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $852,773 | SecuritiesAmt |
| Other | -$35,999 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $816,774 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $816,774 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $83,057 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $250,593 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $103,778 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,721 | TotalRevenueColumnAmt |
| Exclusion | -$16,771 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| ADMINISTRATION INCOME | $514,916 | $514,916 |
| MISCELLANEOUS INCOME | $3,151 | $3,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $518,067 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,306,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $816,774 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,585,107 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,916,888 | TotalAmt |
| Program Services | $2,916,888 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,050 | TotalAmt |
| Program Services | $263,050 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,264 | TotalAmt |
| Program Services | $54,444 | ProgramServicesAmt |
| Management And General | $96,054 | ManagementAndGeneralAmt |
| Fundraising | $72,766 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,247 | TotalAmt |
| Program Services | $135,257 | ProgramServicesAmt |
| Management And General | $63,840 | ManagementAndGeneralAmt |
| Fundraising | $60,150 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,128 | TotalAmt |
| Program Services | $9,346 | ProgramServicesAmt |
| Management And General | $10,695 | ManagementAndGeneralAmt |
| Fundraising | $10,087 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,637 | TotalAmt |
| Program Services | $14,011 | ProgramServicesAmt |
| Management And General | $11,809 | ManagementAndGeneralAmt |
| Fundraising | $9,817 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97 | TotalAmt |
| Management And General | $97 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,800 | TotalAmt |
| Management And General | $8,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,236 | TotalAmt |
| Program Services | $6,900 | ProgramServicesAmt |
| Management And General | $12,336 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,466 | TotalAmt |
| Program Services | $5,747 | ProgramServicesAmt |
| Management And General | $7,606 | ManagementAndGeneralAmt |
| Fundraising | $2,113 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,788 | TotalAmt |
| Program Services | $19,176 | ProgramServicesAmt |
| Management And General | $13,051 | ManagementAndGeneralAmt |
| Fundraising | $25,561 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,102 | TotalAmt |
| Management And General | $23,102 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,360 | TotalAmt |
| Program Services | $1,590 | ProgramServicesAmt |
| Management And General | $3,180 | ManagementAndGeneralAmt |
| Fundraising | $1,590 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,794 | TotalAmt |
| Management And General | $9,794 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,785 | TotalAmt |
| Management And General | $16,785 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $388,964 | $388,964 | ||
| MARKETING/RECRUITING EXPE | $65,433 | $9,625 | $37,573 | $18,235 |
| CONTINUING EDUCATION | $13,473 | $13,473 | ||
| EQUIPMENT RENTAL/MAINTENA | $7,740 | $3,870 | $1,935 | $1,935 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,896 | TotalAmt |
| Program Services | $9,384 | ProgramServicesAmt |
| Management And General | $18,306 | ManagementAndGeneralAmt |
| Fundraising | $3,206 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,392,148 | TotalAmt |
| Program Services | $3,838,252 | ProgramServicesAmt |
| Management And General | $348,436 | ManagementAndGeneralAmt |
| Fundraising | $205,460 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,960 | BOYAmt |
| EOY | $1,062,785 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,796,520 | BOYAmt |
| EOY | $3,345,998 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,330 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,392 | BOYAmt |
| EOY | $2,954 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,003 | BOYAmt |
| EOY | $16,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $273,529 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,766 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,891 | BOYAmt |
| EOY | $170,763 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,940,881 | BOYAmt |
| EOY | $40,345,510 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,249,977 | BOYAmt |
| EOY | $44,944,609 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,835 | BOYAmt |
| EOY | $52,835 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,228,964 | BOYAmt |
| EOY | $10,879,464 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,292,799 | BOYAmt |
| EOY | $10,932,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,467,324 | BOYAmt |
| EOY | $31,560,795 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,489,854 | BOYAmt |
| EOY | $2,451,515 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,957,178 | BOYAmt |
| EOY | $34,012,310 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,249,977 | BOYAmt |
| EOY | $44,944,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,913,887 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,856,181 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$714,936 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | 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 | $5,362,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,771,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,863,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,567,525 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,908,104 | CurrentTaxYearAmt |
| Total | $26,473,220 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,362,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,771,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,863,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,567,525 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,908,104 | CurrentTaxYearAmt |
| Total | $26,473,220 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,101,862 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,371,358 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $765,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,000,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $946,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $972,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,083,811 | CurrentTaxYearAmt |
| Total | $4,768,694 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $442,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $568,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $461,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $505,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $595,144 | CurrentTaxYearAmt |
| Total | $2,573,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,815,160 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,980 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61890 | 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 15,941 ADMINISTRATION INCOME 1,962,161 | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 208 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 445 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,819,104 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $4,219,928 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,597,164 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,620,104 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,270,674 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $36,621,100 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,072,291 | BeginningYearBalanceAmt |
| Contributions | $1,836,250 | ContributionsAmt |
| Investment Earnings Or Losses | -$470,831 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,083,593 | GrantsOrScholarshipsAmt |
| Other Expenditures | $117 | OtherExpendituresAmt |
| Administrative Expenses | $248,390 | AdministrativeExpensesAmt |
| End Year Balance | $16,105,610 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,989,643 | BeginningYearBalanceAmt |
| Contributions | $1,283,101 | ContributionsAmt |
| Investment Earnings Or Losses | $957,075 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $926,861 | GrantsOrScholarshipsAmt |
| Other Expenditures | $880 | OtherExpendituresAmt |
| Administrative Expenses | $229,787 | AdministrativeExpensesAmt |
| End Year Balance | $16,072,291 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,681,412 | BeginningYearBalanceAmt |
| Contributions | $3,169,984 | ContributionsAmt |
| Investment Earnings Or Losses | $2,009,444 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $679,701 | GrantsOrScholarshipsAmt |
| Other Expenditures | $87 | OtherExpendituresAmt |
| Administrative Expenses | $191,408 | AdministrativeExpensesAmt |
| End Year Balance | $14,989,643 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.88900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00070 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11030 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,900 | OtherCostOrOtherBasisAmt |
| Book Value | $49,900 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,749 | DepreciationAmt |
| Book Value | $74,351 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,773 | DepreciationAmt |
| Book Value | $35,835 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,244 | DepreciationAmt |
| Book Value | $10,677 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $170,763 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $10,087,843 |
| LIAB UNDER SPLIT-INT AGREEMENTS | $791,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,879,464 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,926,944 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,856,181 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $44,720 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$1,279,992 | OtherRevenueAmt |
| Revenue Not Reported | $620,909 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,306,035 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,306,035 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,871,812 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $44,720 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$565,054 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$520,334 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,392,146 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,392,148 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -27,971 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 103,778 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 73,586 GAIN ON VALUE OF LIFE ESTATE RESERVED 42,335 INCOME RELATED TO AGENCY FUNDS -1,471,720 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | EXPENSES RELATED TO AGENCY FUNDS -668,832 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 103,778 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | BOOK / TAX DEPRECIATION DIFFERENCE 2 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | MO | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA - THCF | Event1Nm |
| Gross Receipts Event1 | $230,340 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $171,530 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $58,810 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $50,687 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,963 | OtherDirectExpensesEvent1Amt |
| Event2 | ROTARY CARNIVAL | Event2Nm |
| Gross Receipts Event2 | $97,330 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $79,063 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $18,267 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,145 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $12,000 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $650 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $11,803 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $327,670 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $250,593 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $77,077 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,145 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $62,687 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,766 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $93,848 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,771 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (81 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| ADAMS POINTE GOLF CLUB | |||||||
| 1601 RD MIZE ROAD | BLUE SPRINGS | MO | 64014 | $7,505 | GOLF TOURNEY | ||
| ALLEN PRESS | |||||||
| PO BOX 621 | LAWRENCE | KS | 66044 | $22,745 | JOURNAL PUBLICATION | 480698934 | |
| BLUE SPRINGS EDUCATION FOUNDATION | |||||||
| 1801 NW VESPER ST | BLUE SPRINGS | MO | 64015 | $25,000 | PROG/SCHOLARSHIP | 462948172 | 501C3 |
| BLUE SPRINGS SCHOOL DISTRICT | |||||||
| 1801 NW VESPER ST | BLUE SPRINGS | MO | 64015 | $20,000 | SCOREBOARD PURCHASE | 446004932 | 501C3 |
| BLUE SPRINGS SCHOOL DISTRICT | |||||||
| 1801 NW VESPER ST | BLUE SPRINGS | MO | 64015 | $19,400 | WORKSHOP SPEAKER | 446004932 | 501C3 |
| BLUE SPRINGS SCHOOL DISTRICT | |||||||
| 1801 NW VESPER ST | BLUE SPRINGS | MO | 64015 | $50,000 | NEW SCOREBOARDS | 446004932 | 501C3 |
| BROADWAY TRAINING CENTER | |||||||
| 10 WASHINGTON AVE | HASTINGSONHUDSON | NY | 10706 | $8,000 | SCHOLARSHIP PROGRAM | 133753610 | 501C3 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32862 | $237,636 | JESUS FILM PROJECT | 956006173 | 501C3 |
| CASS COUNTY HISTORICAL SOCIETY | |||||||
| 400 E MECHANIC | HARRISONVILLE | MO | 64701 | $7,000 | EXEC DIRECTOR | 237357777 | 501C3 |
| CHILD ABUSE PREVENTION ASSOC | |||||||
| 503 E 23RD STREET | INDEPENDENCE | MO | 64055 | $25,000 | VOCA PURCHASES | 431067711 | 501C3 |
| CHRISTIAN CHURCH OF GKC | |||||||
| 7600 W 75TH STREET SUITE | OVERLAND PARK | KS | 66204 | $9,833 | UNRESTRICTED | 440558472 | 501C3 |
| CITY OF BLUE SPRINGS | |||||||
| 903 W MAIN ST | BLUE SPRINGS | MO | 64015 | $5,351 | MISCELLANEOUS EXPENS | 446000139 | 501C3 |
| CITY OF INDEPENDENCE | |||||||
| 111 E MAPLE | INDEPENDENCE | MO | 64050 | $9,585 | STAIR LIFT | 446000190 | 501C3 |
| CLINTON UNITED METHODIST CHURCH | |||||||
| 601 S 4TH STREET | CLINTON | MO | 64735 | $12,000 | UNRESTRICTED | 440590276 | 501C3 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | $30,000 | EARLY SUCCESS | 430976396 | 501C3 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | $25,000 | SMALL-DOLLAR LOAN PR | 430976396 | 501C3 |
| CRECER FOUNDATION | |||||||
| PO BOX 399 | DESOTO | KS | 66018 | $10,000 | SEMINARY BUILDING | 205197207 | 501C3 |
| CURATORS OF THE UNIVERSITY OF MO | |||||||
| 118 UNIVERSITY HALL | COLUMBIA | MO | 65211 | $10,000 | CONNECT TO COLLEGE | 266440629 | 501C3 |
| DEBBIE MILLER CONSULTING | |||||||
| 47 SPYGLASS DRIVE | LITTLETON | CO | 80123 | $13,518 | WORKSHOP | 861118323 | |
| DRUMM FARM CENTER FOR CHILDREN | |||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | $50,000 | NEW HOUSING | 440569643 | 501C3 |
| DRUMM FARM CENTER FOR CHILDREN | |||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | $20,000 | COMPASS PROGRAM | 440569643 | 501C3 |
| DRUMM FARM CENTER FOR CHILDREN | |||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | $25,000 | GENERAL OPERATING | 440569643 | 501C3 |
| FELLOWSHIP BIBLE CHURCH | |||||||
| 1210 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | $10,000 | GLOBAL CHRISTMAS | 621660360 | |
| FOSTER BROTHERS WOOD PRODUCTS | |||||||
| PO BOX 249 | AUXVASSE | MO | 65231 | $5,117 | PLAYGROUND MULCH | 431594551 | |
| GIFT OF LIFE | |||||||
| 6405 METCALF AVE | OVERLAND PARK | KS | 66202 | $50,000 | OPERATING EXPENSES | 481198979 | 501C3 |
| GRACELAND UNIVERSITY | |||||||
| 1 UNIVERSITY PLACE | LAMONI | IA | 50140 | $15,000 | ENDOWED CHAIR SCIENC | 420707114 | 501C3 |
| GRAIN VALLEY R-5 SCHOOL DISTRICT | |||||||
| 31606 NE PINK HILL RD | GRAIN VALLEY | MO | 64029 | $14,762 | CLASSROOM GRANTS | 446004947 | 501C3 |
| GREENWOOD PUBLISHING GROUP | |||||||
| 361 HANOVER ST | PORTSMOUTH | NH | 03801 | $7,800 | LITERACY WORKSHOP | 061154537 | |
| GREENWOOD PUBLISHING GROUP | |||||||
| 361 HANOVER ST | PORTSMOUTH | NH | 03801 | $7,150 | MATT GLOVER WORKSHOP | 061154537 | |
| HARVESTERS | |||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | $8,000 | BACKSNACK PROGRAM | 431208665 | 501C3 |
| HEART OF AMERICA BSA | |||||||
| 10210 HOLMES | KANSAS CITY | MO | 64141 | $10,000 | SCOUT CAMP SCHOLARSH | 440545995 | 501C3 |
| HILLCREST TRANSITIONAL HOUSING | |||||||
| PO BOX 901924 | KANSAS CITY | MO | 64190 | $10,000 | REPLACE STAIRS | 431836391 | 501C3 |
| HILLCREST TRANSITIONAL HOUSING | |||||||
| PO BOX 901924 | KANSAS CITY | MO | 64190 | $53,730 | OPERATING EXPENSES | 431836391 | 501C3 |
| HILLCREST TRANSITIONAL HOUSING | |||||||
| PO BOX 901924 | KANSAS CITY | MO | 64190 | $19,667 | UNRESTRICTED GRANT | 431836391 | 501C3 |
| HOPE HOUSE INC | |||||||
| P O BOX 577 | LEES SUMMIT | MO | 64063 | $7,500 | COMMERCIAL FREEZER | 431265685 | 501C3 |
| HOPE HOUSE INC | |||||||
| P O BOX 577 | LEES SUMMIT | MO | 64063 | $39,772 | ENDOWMENT PAYOUT | 431265685 | 501C3 |
| INDEPENDENCE SCHOOL DIST FACIL | |||||||
| 201 N FOREST AVENUE | INDEPENDENCE | MO | 64050 | $7,000 | ACADAMIES | 446003031 | 501C3 |
| JACKSON COUNTY HISTORICAL | |||||||
| P O BOX 4241 | INDEPENDENCE | MO | 64051 | $20,000 | MUSEUM SUPPORT | 440651562 | 501C3 |
| JUNIOR ACHIEVEMENT OF MID AMERICA | |||||||
| 4001BLUE PARKWAY SUITE 210 | KANSAS CITY | MO | 64130 | $7,000 | END IN MIND | 440604809 | 501C3 |
| KANSAS CITY UNIVERSITY OF MED | |||||||
| 1750 INDEPENDENCE AVENUE | KANSAS CITY | MO | 64106 | $6,000 | SCORE 1 FOR HEALTH | 440545280 | 501C3 |
| LEE'S SUMMIT CARES | |||||||
| 1555 NE RICE ROAD | LEES SUMMIT | MO | 64086 | $10,000 | BULLY PREVENTION | 431301288 | 501C3 |
| LEE'S SUMMIT CHRISTIAN | |||||||
| 800 NE TUDOR RD | LEES SUMMIT | MO | 64086 | $29,198 | OPERATING SUPPORT | 440642460 | 501C3 |
| LEE'S SUMMIT SYMPHONY | |||||||
| P O BOX 352 | LEES SUMMIT | MO | 64063 | $10,000 | OPERATING EXPENSES | 270055476 | 501C3 |
| LEE'S SUMMIT SYMPHONY | |||||||
| P O BOX 352 | LEES SUMMIT | MO | 64063 | $7,000 | COMMUNITY OUTREACH | 270055476 | 501C3 |
| LINCOLN NATIONAL LIFE INSURANCE | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $56,000 | INSURANCE PREMIUM | 350472300 | |
| LINCOLN NATIONAL LIFE INSURANCE | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $24,310 | INSURANCE PREMIUM | 350472300 | |
| LINCOLN NATIONAL LIFE INSURANCE | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $7,500 | INSURANCE PREMIUM | 350472300 | |
| LINCOLN NATIONAL LIFE INSURANCE | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $11,000 | INSURANCE PREMIUM | 350472300 | |
| LINCOLN NATIONAL LIFE INSURANCE | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $30,000 | INSURANCE PREMIUM | 350472300 | |
| LINCOLN NATIONAL LIFE INSURANCE | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $19,555 | INSURANCE PREMIUM | 350472300 | |
| LINCOLN NATIONAL LIFE INSURANCE | |||||||
| P O BOX 7719 | PHILADELPHIA | PA | 19170 | $10,843 | INSURANCE PREMIUM | 350472300 | |
| LONGVIEW HORSE PARK ASSOC | |||||||
| 16900 E HEATHER LANE | LOCH LLOYD | MO | 64012 | $5,394 | UNRESTRICTED | 431308722 | 501C3 |
| MARYLAND SYMPHONY ORCHESTRA | |||||||
| 30 W WASHINGTON ST | HAGERSTOWN | MD | 21740 | $8,000 | MUSIC EDUCATION | 521259358 | 501C3 |
| MERCY IN ACTION | |||||||
| 1113 SW 8TH TERR | LEES SUMMIT | MO | 64081 | $475,272 | UNRESTRICTED | 431920202 | 501C3 |
| MESSIAH LUTHERAN | |||||||
| 613 S MAIN | INDEPENDENCE | MO | 64050 | $15,988 | RETIRE FUND | 440605370 | 501C3 |
| METROPOLITAN COMMUNITY COLLEGE | |||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64111 | $25,000 | 3/4 PAY/AGREEMENT | 510181875 | 501C3 |
| MISSOURI 4-H FOUNDATION | |||||||
| 109 WHITTEN HALL | COLUMBIA | MO | 65211 | $8,000 | SCHOLARSHIPS | 436044367 | 501C3 |
| MOTHER'S REFUGE | |||||||
| 14400 E 42ND ST S STE 220 | INDEPENDENCE | MO | 64055 | $7,500 | TRANSITION SEGMENT | 431454628 | 501C3 |
| MUSIC-ARTS INSTITUTE | |||||||
| 1010 S PEARL | INDEPENDENCE | MO | 64050 | $12,000 | GENERAL FUND | 431245831 | 501C3 |
| MUSIC-ARTS INSTITUTE | |||||||
| 1010 S PEARL | INDEPENDENCE | MO | 64050 | $10,000 | MUSIC SCHOLARSHIPS | 431245831 | 501C3 |
| NORTHWEST COMMUNITIES DEV CORP | |||||||
| PO BOX 520532 | INDEPENDENCE | MO | 64052 | $10,000 | TABITHA'S CLOSET | 431822719 | 501C3 |
| OPHELIA'S | |||||||
| 201 N MAIN | INDEPENDENCE | MO | 64050 | $12,000 | CARNIVAL DINNER | 431709058 | |
| PLAY TO LEARN MINISTRIES | |||||||
| 101 NE RD MIZE ROAD | BLUE SPRINGS | MO | 64014 | $10,000 | SCHOLARSHIP FUND | 611714726 | 501C3 |
| RESTART INC | |||||||
| 918 E 9TH STREET | KANSAS CITY | MO | 64106 | $22,945 | UNRESTRICTED | 431349378 | 501C3 |
| RISE FOUNDATION | |||||||
| 2657 KIPLING STREET | PALO ALTO | CA | 94306 | $8,000 | PERFORMING ARTS PROG | 916542513 | 501C3 |
| SANTA FE TRAIL NEIGHBORHOOD | |||||||
| PO BOX 2137 | INDEPENDENCE | MO | 64055 | $12,000 | OPERATING NEED | 431819448 | 501C3 |
| SCHOOL OF ECONOMICS | |||||||
| 200 NW 14TH STREET | BLUE SPRINGS | MO | 64015 | $8,000 | SCHOOL OF ECONOMICS | 431581206 | 501C3 |
| ST PAUL UNITED METHODIST CHURCH | |||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | $16,860 | OPERATING EXPENSES | 430889029 | 501C3 |
| ST PAUL UNITED METHODIST | |||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | $16,860 | OPERATING SUPPORT | 430889029 | 501C3 |
| STEPHENS COLLEGE | |||||||
| 1200 EAST BROADWAY | COLUMBIA | MO | 65215 | $6,000 | SUITE DREAMS | 430670936 | 501C3 |
| STEPPINGSTONE-EVANGELICAL CHILDRENS | |||||||
| 5100 NOLAND ROAD | KANSAS CITY | MO | 64133 | $13,111 | UNRESTRICTED | 430654856 | 501C3 |
| STONE CHURCH | |||||||
| 1012 W LEXINGTON | INDEPENDENCE | MO | 64050 | $7,000 | NEIGHBORHOOD DINNERS | 474711913 | 501C3 |
| STONEY CREEK HOTEL | |||||||
| 18011 BASS PRO DRIVE | INDEPENDENCE | MO | 64055 | $6,145 | ROTARY CARNIVAL EVEN | ||
| SUMMIT THEATRE GROUP | |||||||
| PO BOX 1736 | LEES SUMMIT | MO | 64063 | $7,500 | 2017-2018 SEASON | 450887750 | 501C3 |
| SUPPORTING KIDS FOUNDATION | |||||||
| PO BOX 15171 | LENEXA | KS | 66285 | $20,000 | UNRESTRICTED | 272386653 | 501C3 |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | $17,750 | POLIO PLUS | 363245072 | 501C3 |
| THOMPSON SHORES | |||||||
| 7300 WEST JOY ROAD | DEXTER | MI | 48130 | $8,565 | PUBLICATION DEP | ||
| TRUMAN HEARTLAND COMMUNITY FDTN | |||||||
| 4200 LITTLE BLUE PKWY STE 340 | INDEPENDENCE | MO | 64057 | $8,000 | YAC | 431482136 | 501C3 |
| TRUMAN HERITAGE HABITAT FOR HUMANIT | |||||||
| 505 N DODGION STREET | INDEPENDENCE | MO | 64050 | $25,000 | OPERATING EXPENSES | 431532266 | 501C3 |
| TRUMAN HERITAGE HABITAT FOR HUMANIT | |||||||
| 505 N DODGION STREET | INDEPENDENCE | MO | 64050 | $20,000 | OPERATING EXPENSES | 431532266 | 501C3 |
| UNIVERSITY OF MISSOURI - | |||||||
| 11 JESSE HALL | COLUMBIA | MO | 65211 | $25,000 | WRIGHT SCHOLARSHIP | 436003859 | 501C3 |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 194 | RecipientCnt |
| Cash Grant | $263,050 | 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 81 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,141,043 | 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 6 SERVE AS LIASONS TO THE VARIOUS COMMITTEES. |
| FORM 990, PAGE 2, PART III, LINE 4A | THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 57 GRANTS TO ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, AND EDUCATION TOTALING 317,024. SCHOLARSHIPS WERE AWARDED TO 177 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 224,664 TO SUPPORT CONTINUING EDUCATION. THE 83 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 WITH A TOTAL MEMBERSHIP OF 131. 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 180 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 610 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 167,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN MEETING OPERATING EXPENSES. |
| FORM 990, PAGE 6, PART VI, LINE 9 | CLIFFORD JONES 4721 S CLIFF AVENUE STE 204 INDEPENDENCE, MO 64055-6938 DAVID WILLIAMS 19600 E 39TH STREET INDEPENDENCE, MO 64057 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 PATRICIA HATLEY 4308 SW HICKORY LANE BLUE SPRINGS, MO 64015 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 JONATHAN ZERR 3304 NE RALPH POWELL ROAD LEE'S SUMMIT, MO 64064 DAVID BOWER 4800 MAIN ST, STE 300 KANSAS CITY, MO 64112 CHRIS CULBERTSON 2021 SW WALDEN DR LEE'S SUMMIT, MO 64081 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 KATHY HUGHEY 4479 SW BOWSPRIT DRIVE LEE'S SUMMIT, MO 64082 ADAM KLIETHERMES 5008 S WHITNEY COURT INDEPENDENCE, MO 64055 GEORGE KOEPP 12546 OAK STREET KANSAS CITY, MO 64145 KAREN SCHULER LEES SUMMIT, MO 64086 GLORIA SOLIS 16829 MELROSE STREET OVERLAND PARK, KS 66062 LYNETTE WHEELER 7900 LEES SUMMIT ROAD KANSAS CITY, MO 64139 |
| 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 CHA |
| 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 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 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 -27,971 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 103,778 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 73,586 GAIN ON VALUE OF LIFE ESTATE RESERVED 42,335 INCOME RELATED TO AGENCY FUNDS -1,471,720 EXPENSES RELATED TO AGENCY FUNDS 668,832 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -103,778 BOOK / TAX DEPRECIATION DIFFERENCE 2 TOTAL -714,936 |
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 | $95 | 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 |
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