2017-12-04T14:05:55-06:00 2017-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2016-07-01 480561969 HEARTSPRING INC % CAROLYN WILHELM HEAR 3166348700 8700 EAST 29TH STREET NORTH WICHITA KS 67226 CAROLYN WILHELM CFO 3166348700 2017-11-15 true SHAWNELL LINOT P01663908 3162652811 167.68.126.162 48010220173385000000 2017-12-04 P A58B90B6AE454C598924F9C376798BA32F55CAF4 A58B90B6AE454C598924F9C376798BA32F55CAF4 2016 2017-02-10 21:41:12Z DAVID STUPAY 8700 EAST 29TH STREET NORTH WICHITA KS 67226 21531102 false X WWW.HEARTSPRING.ORG X 1945 KS SEE SCHEDULE O 15 15 593 290 0 1237250 1801461 16882279 18371481 13984 1134185 62915 124535 18196428 21431662 156134 194714 0 0 15253011 16122049 0 0 543311 3304037 3383482 18713182 19700245 -516754 1731417 24011965 25877020 1230447 1767036 22781518 24109984 X TO BE A LEADER AND INNOVATOR IN PROVIDING CLINICALLY SUPPORTED SERVICES THROUGH EDUCATION AND THERAPIES FOR CHILDREN WITH SPECIAL NEEDS TO EMPOWER THEM TO GROW AND LEARN ON A PATH TO A MORE INDEPENDENT LIFE. false false 13890174 194714 16256665 THE HEARTSPRING SCHOOL IS A NOT-FOR-PROFIT DAY AND RESIDENTIAL SCHOOL, SERVING CHILDREN IMPACTED BY DEVELOPMENTAL DISABILITIES SUCH AS AUTISM SPECTRUM DISORDER, SPEECH AND LANGUAGE IMPAIRMENTS, VISION OR HEARING IMPAIRMENTS AND MULTIPLE DISABILITIES FROM ACROSSTHE UNITED STATES. MOST STUDENTS SERVED HAVE CHALLENGING BEHAVIORS THAT INTERFERE WITH THEIR ACADEMIC PROGRESS AT SCHOOL, HOME, AND INTHE COMMUNITY. THE SCHOOL ENCOMPASSES ALL AREAS OF A STUDENT'S LIFE, INCLUDING EDUCATION, RESIDENTIAL LIVING, PSYCHOLOGICAL, AND MEDICAL CARE, AS WELL AS THERAPIES SUCH AS SPEECH-LANGUAGE PATHOLOGY AND OCCUPATIONAL THERAPY. SEE SCHEDULE O FOR CONTINUATION 3751689 0 2231432 HEARTSPRING'S PEDIATRIC SERVICES OFFERS OCCUPATIONAL, PHYSICAL AND SPEECH THERAPIES, AUDIOLOGY, APPLIED BEHAVIOR ANALYSIS (ABA) AND PSYCHOLOGICAL SERVICES TO CHILDREN BIRTH TO 21. OUR OUTPATIENT COMPREHENSIVE FACILITY IS DESIGNED TO ALLOW FAMILIES AND PROFESSIONALS TO WORK COLLABORATIVELY TO ENSURE PROGRESS ACROSS MULTIPLE SETTINGS. THERAPISTS USE HANDS-ON THERAPEUTIC INTERVENTIONS IN AN INDIVIDUALIZED SETTING, WHILE TEACHING FAMILIES HOW TO IMPLEMENT STRATEGIES AT HOME AND IN THE COMMUNITY. SEE SCHEDULE O FOR CONTINUATION. 17641863 true true false false false false false false false true true false false false false false false true false false false false false false true false false false true true false false false false false false false false false false false false false true true true false false true 46 0 true 593 true false false false false false true true false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false X CAROLYN WILHELM 3166348700 8700 EAST 29TH STREET NORTH WICHITA KS 67226 BRENDA KOEHRING TRUSTEE 1.0 0.0 X 0 0 0 PHIL GARRISON CHAIRMAN/TRUSTEE 1.0 0.0 X X 0 0 0 DEBORAH CAPE TRUSTEE 1.0 0.0 X 0 0 0 JOHN ENGLES TRUSTEE 1.0 0.0 X 0 0 0 MIKE FLORES VICE CHAIRMAN/TRUSTEE 1.0 0.0 X X 0 0 0 KIM GATTIS TRUSTEE 1.0 0.0 X 0 0 0 ROGER ZELLERS SECRETARY/TRESURER/TRUSTEE 1.0 0.0 X X 0 0 0 JULIE PRATER TRUSTEE 1.0 0.0 X 0 0 0 JOHN RAPP TRUSTEE 1.0 0.0 X 0 0 0 ROBERT SMITH TRUSTEE 1.0 0.0 X 0 0 0 LINDA BUCHANAN TRUSTEE 1.0 0.0 X 0 0 0 TAMI BRADLEY TRUSTEE 1.0 0.0 X 0 0 0 DURREL KELLY TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER SHANK TRUSTEE 1.0 0.0 X 0 0 0 MONTE SHAW TRUSTEE 1.0 0.0 X 0 0 0 MICHELLE SULLIVAN TRUSTEE 1.0 0.0 X 0 0 0 DAVID STUPAY PRESIDENT/CEO 40.0 0.0 X 232393 0 5536 CAROLYN WILHELM CFO 40.0 0.0 X 96909 0 0 WAYNE PIERSEL DIRECTOR OF CLINICAL SERVICES 40.0 0.0 X 134156 0 16087 JULIE NOLLER DIVISION DIRECTOR OF HEARTSPRI 40.0 0.0 X 106611 0 24809 STEPHEN PERRY DIRECTOR OF EDUCATIONAL SERVIC 40.0 0.0 X 99232 0 19957 669301 0 66389 3 false true false HUTTON CONSTRUCTION CORPORATION 2229 S WEST ST WICHITA KS 67213 CONSTRUCTION 332387 ROTH CONSTRUCTION CO 15412 W MOSCELYN LN GODDARD KS 67052 CONSTRUCTION 292094 SHELDON ARCHITECTURE 800 E FIRST ST SUITE 140 WICHITA KS 67202 ARCHITECTURE 221780 3 314402 402951 1084108 1801461 SCHOOL & RESIDENTIAL PROGRAM 624100 16154124 16154124 EVALUATION PROGRAM 624100 2217357 2217357 18371481 680474 680474 0 5788 5788 0 0 0 456058 2347 456058 -2347 453711 453711 31777 314402 73913 -42136 -42136 0 0 0 58302 23180 35122 35122 KANSAS HOT LUNCH MEALS REIMBURSEMENT 624100 74897 74897 EMPLOYEE/GUEST MEALS 722514 6597 6597 OTHER INCOME 900099 44267 44267 44267 44267 125761 21431662 18488097 1142104 0 194714 194714 0 0 704942 281977 422965 0 12511743 11479434 673634 358675 339414 311410 18274 9730 941733 864033 50703 26997 1624217 1490207 87448 46562 0 13627 13627 52990 52990 0 0 0 295630 271238 15917 8475 67723 62136 3646 1941 160665 147409 8650 4606 110198 101106 5933 3159 0 713302 654450 38404 20448 140642 129038 7572 4032 0 72136 66184 3884 2068 1893 1737 102 54 0 714164 655240 38451 20473 149197 136887 8033 4277 REPAIRS AND MAINTENANCE 145234 133252 7819 4163 FOOD 386318 354444 20799 11075 _ 0 _ 0 359763 306967 36220 16576 19700245 17641863 1515071 543311 535022 1005366 2727179 3116256 9905 213023 2854046 3031705 0 0 0 0 0 0 9380 6329 105722 300049 20866730 9090773 10940685 11775957 6830026 6428335 0 0 0 0 0 0 0 0 24011965 25877020 1230447 1767036 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1230447 1767036 X 22380917 23616058 400601 493926 0 0 22781518 24109984 24011965 25877020 X 1731417 -402951 X false true X true false X 1356910 1477107 1261315 1237250 1801461 7134043 13888398 14210015 15130202 16915651 18429783 78574049 8186 11357 9693 30083 31777 91096 0 0 0 0 0 0 0 0 15253494 15698479 16401210 18182984 20263021 85799188 21390 7450 15265 15535 54400 114040 5084307 4875088 4836420 4463452 4893894 24153161 5105697 4882538 4851685 4478987 4948294 24267201 61531987 287378 279355 241905 862250 686262 2357150 0 287378 279355 241905 862250 686262 2357150 0 0 0 0 84005 103452 105468 100071 125761 518757 15624877 16081286 16748583 19145305 21075044 88675095 0.69390 0.67020 0.02658 0.02250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4117070 444933 214538 28185 4319280 4351269 1605 211782 24022 4117070 4448431 127633 199392 25403 4351269 4041730 623958 191865 25392 4448431 3780049 471116 185206 24229 4041730 0.01490 0.62020 0.36490 false true true 1659604 1659604 13608997 6234917 7374080 2511567 2195789 315778 3086562 660067 2426495 11775957 21489605 396013 396013 21093592 338070 338070 21431662 19765125 64880 64880 19700245 19700245 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE HELD BY THE HEARTSPRING, INC. ENDOWMENT TRUST FOR THE BENEFIT OF HEARTSPRING, INC. A PERCENTAGE OF INVESTED FUNDS, DETERMINED ANNUALLY, IS DISTRIBUTED TO HEARTSPRING, INC. FOR GENERAL OPERATIONS IF THE FUNDS WERE NOT RESTRICTED BY THE DONOR OR FOR SPECIFIC PROGRAMS OR PURPOSES AS DESIGNATED BY THE DONOR. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RELATED ORGANIZATIONS' INVESTMENT INCOME 184,534 RELATED ORGANIZATIONS' REALIZED GAINS 142,965 RELATED ORGANIZATIONS' EXPENSES (442,816) RELATED ORGANIZATIONS' UNREALIZED GAINS 511,330 ---------- 396,013 SCHEDULE D, PART XI, LINE 4B FUNDRAISING EVENT EXPENSE (64,881) RELATED ORGANIZATION REVENUE 402,951 ---------- TOTAL 338,070 SCHEDULE D, PART XII, LINE 2D FUNDRAISING EVENT EXPENSE 64,880 LIGHT YOUR HEAR 135885 122742 13143 3550 16017 2000 14029 CARE WALK 121617 105245 16372 4439 508 15213 1 88677 86415 2262 2135 2352 13670 346179 314402 31777 10124 18877 2000 42912 73913 -42136 true FINANCIAL ASSISTANCE - CLIENTS 155 158656 FMV DISCOUNT IN FEES EMPLOYEE COLLEGE ASSIST 11 22028 EMPLOYEE SCHOLARSHIPS 22 14030 SCHEDULE I, PART I, LINE 2 FINANCIAL ASSISTANCE FOR CLIENTS - APPLICATIONS FOR FINANCIAL ASSISTANCE COMPLETED BY CLIENTS ARE REVIEWED BY DIRECTOR TO DETERMINE ELIGIBILITY. EMPLOYEE COLLEGE ASSISTANCE - APPLICATION IS REVIEWED BY HR DIRECTOR TO DETERMINE ELIGIBILITY. EMPLOYEE SIGNS AN AGREEMENT WITH HR. EMPLOYEE SCHOLARSHIPS - APPLICATION COMPLETED BY EMPLOYEE, SCHOLARSHIP COMMITTEE DETERMINES ELIGIBILITY. X X X X false false false false false false false true false DAVID STUPAY PRESIDENT/CEO 196235 0 36000 0 158 0 0 0 5536 0 237929 0 0 0 WAYNE PIERSEL DIRECTOR OF CLINICAL SERVICES 127466 0 4700 0 1990 0 8012 0 8075 0 150243 0 0 0 SCHEDULE J, PART I, LINE 7 THE BOARD OF TRUSTEES DETERMINES THE BONUS AMOUNT ANNUALLY BASED, IN PART, ON AGENCY AND INDIVIDUAL PERFORMANCE. FORM 990, PART I, LINE 1 TO BE A LEADER AND INNOVATOR IN PROVIDING CLINICALLY SUPPORTED SERVICES THROUGH EDUCATION AND THERAPIES FOR CHILDREN WITH SPECIAL NEEDS TO EMPOWER THEM TO GROW AND LEARN ON A PATH TO A MORE INDPENDENT LIFE. FORM 990, PART III, LINE 4A ADDITIONALLY, THE HEARTSPRING SCHOOL OFFERS TRAINING AND CONSULTATION SERVICES TO PARENTS AND PROFESSIONALS WITHIN THE UNITED STATES AND AROUND THE WORLD. THROUGH ITS INTERNATIONAL OUTREACH EFFORTS, HEARTSPRING PROFESSIONALS ATTEND INTERNATIONAL CONFERENCES AND WORK COLLABORATIVELY WITH INDIVIDUALS FROM OTHER ORGANIZATIONS TO FORGE A BRIGHTER PATHWAY FOR CHILDREN WITH SPECIAL NEEDS WORLDWIDE. FORM 990, PART III, LINE 4B ADDITIONAL COMMUNITY SERVICES INCLUDE AUTISM OUTREACH EFFORTS FOR CHILDREN AND YOUNG ADULTS ON THE AUTISM SPECTRUM. PROGRAMS CONSIST OF A SUMMER DAY CAMP, WEEKLY SOCIAL GROUPS, CONSULTATION TO FAMILIES, AND TRAINING FOR BUSINESSES TO PROVIDE GREATER OPPORTUNITY TO THOSE IMPACTED BY AUTISM SPECTRUM DISORDERS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES THE FORM 990 BASED ON DATA SUBMITTED BY THE AGENCY. THE ORGANIZATION'S CFO REVIEWS THE FORM PRIOR TO SUBMISSION. ANY QUESTIONS OR COMMENTS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE. THE 990 IS THEN REVIEWED BY THE BOARD FINANCE COMMITTEE. ANY QUESTIONS OR COMMENTS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE. ONCE APPROVED BY THE BOARD FINANCE COMMITTEE, THE FINAL VERSION OF THE FORM 990 AND ALL RELATED SCHEDULES ARE REVIEWED AND APPROVED BY THE ENTIRE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH OFFICER AND TRUSTEE COMPLETES A DISCLOSURE FORM. AS A TRUSTEE BECOMES AWARE OF SITUATIONS THAT MAY APPLY, THEY ARE REQUIRED TO DISCLOSE THE CONFLICT TO THE BOARD AND IT WILL BE REFLECTED IN THE MEETING MINUTES. HE OR SHE CANNOT ATTEND THE TRUSTEE DISCUSSION OF THE INCIDENT AND IS INELIGIBLE TO VOTE ON THE MATTER. THE EXECUTIVE COMMITTEE OF THE BOARD WILL REVIEW AND RECOMMEND APPROPRIATE ACTION FOR BOARD APPROVAL. EMPLOYEES ARE TO REPORT CONFLICT SITUATIONS TO THE PRESIDENT OR THE AUDIT COMMITTEE OF THE BOARD AS NECESSARY AND WILL REFRAIN FROM ANY ACTIVITY THAT MAY AFFECT THE AGENCY'S PARTICIPATION IN THE TRANSACTION OR CONTRACT. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION REVIEW FOR THE PRESIDENT/CEO IS PERFORMED EACH YEAR BY THE HUMAN RESOURCES DIRECTOR UTILIZING GUIDESTAR AND OTHER SOURCES FOR COMPARABLY SIZED NOT-FOR-PROFIT ENTITIES LOCATED IN THE MIDWEST. THE REPORT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY BY THE FULL BOARD IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION B, LINE 15B A COMPENSATION REVIEW FOR THE CFO AND LEADERSHIP TEAM OFFICERS IS PERFORMED EACH YEAR BY THE HUMAN RESOURCES DIRECTOR AND CEO. THE COMPENSATION REVIEW FOR THE CFO WAS DONE USING GUIDESTAR, THE OTHER LEADERSHIP TEAM MEMBERS COMPENSATION REVIEW WAS DONE USING NON PROFIT TIMES. THE REPORT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY APPROVED BY THE FULL BOARD IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. HEARTSPRING IT PUBLISHES ABBREVIATED FINANCIAL INFORMATION IN ITS ANNUAL REPORT, DIALOGUE. FINANCIAL INFORMATION IS ALSO PROVIDED IN CONJUNCTION WITH ESTABLISHMENT OF RELATIONSHIPS WITH FINANCIAL INSTITUTIONS AND GRANT PROPOSALS AS NEEDED. FORM 990, PART XI, LINE 9 RELATED ORGANIZATIONS' CONTRIBUTIONS ($402,951) HEARTSPRING INC ENDOWMENT TRUST 8700 EAST 29TH STREET NORTH WICHITA KS 67226 486114194 SUPPORT KS 501(C)(3) 12C NA false HEARTSPRING FOUNDATION 8700 EAST 29TH STREET NORTH WICHITA KS 67226 481232409 SUPPORT KS 501(C)(3) 12A HEARTSPRING true false false true false false false false false false false false false false false false false false false false HEARTSPRING FOUNDATION C 188413 FMV