2017-08-17T14:39:26-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 12721 METCALF AVENUE SUITE 201 OVERLAND PARK KS 66213 990 2016-01-01 430816306 THE PRINCIPLE FOUNDATION PRIN 8165615955 2405 GRAND BLVD NO 1040 KANSAS CITY MO 64108 BRUCE JEFFREY EXECUTIVE DIRECTOR 8165615955 2017-08-14 1 CONNIE M LIRA P00481097 9134916655 67.137.57.251 2017-08-14 08:28:18 CD P 933F582777370C362BD245B56BCDF9464AD2C4B4 624C7CFF9B5FF17B83B2A577876402BA2093F9BA 2016 2021-01-29 14:40:06Z BRUCE JEFFREY 2405 GRAND BLVD NO 1040 KANSAS CITY MO 64108 2020493 0 X WWW.PRINCIPLEFOUNDATION.ORG X 1958 MO TO RENDER PRACTICAL SUPPORT TO FELLOW CHRISTIAN SCIENTISTS AND SUPPORT THEM IN SIMILAR BENEVOLENCE 10 9 5 189 0 0 474342 356632 0 0 48034 90164 1063 1572 523439 448368 360144 246072 0 0 201442 254843 0 0 57586 249113 332785 810699 833700 -287260 -385332 1615175 1212529 60170 32971 1555005 1179558 X TO PROMOTE INSPIRED BENEVOLENCE IN ACCORDANCE WITH THE TEACHINGS OF CHRISTIAN SCIENCE. 1 0 427579 246072 0 CHRISTIAN SCIENTIST FINANCIAL ASSISTANCE: ADMINISTER CHARITABLE GRANTS TO CHRISTIAN SCIENTISTS. 226091 0 0 NATIONAL FUND FOR CHRISTIAN SCIENCE NURSING FUND: DURING 2016 THE NATIONAL FUND FOR CHRISTIAN SCIENCE NURSING WAS FORMED TO GATHER, BLESS, AND OFFER RESOURCES THAT SUPPORT THE HEALING MINISTRY OF CHRISTIAN SCIENCE NURSING. THE NATIONAL FUND FOR CHRISTIAN SCIENCE NURSING HELPS INDIVIDUALS GAIN ACCESS TO CHRISTIAN SCIENCE CARE. 653670 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 5 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA FL GA HI IL MA MD MI MN MS NC NH NJ NM OR PA SC TN UT VA WI WV X BRUCE JEFFREY 8165615955 2405 GRAND BLVD NO 1040 KANSAS CITY MO 64108 KENT FULTON DIRECTOR 1.00 X 0 0 0 JENNI HEBERT DIRECTOR 1.00 X 0 0 0 CHUCK LINDAHL DIRECTOR 1.00 X 0 0 0 GEORGE O STRONG DIRECTOR 1.00 X 0 0 0 CHRISTINE IRBY WILLIAMS DIRECTOR 1.00 X 0 0 0 CAROLEEN SCHOLET SECRETARY 1.00 X X 0 0 0 ANNA LISA KRONMAN TREASURER 1.00 X X 0 0 0 MELISSA HAYDEN VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL VANVLECK PRESIDENT 1.00 X X 0 0 0 BRUCE JEFFREY EXECUTIVE DIRECTOR 40.00 X X 77000 0 3690 77000 0 3690 0 0 0 0 0 356632 356632 27942 27942 283 283 1634347 1572125 62222 62222 62222 OTHER INCOME 900099 1289 1289 1289 448368 0 0 91736 246072 246072 80690 62132 18558 149176 99033 34311 15832 3450 1683 1421 346 709 385 267 57 20818 14572 4789 1457 5975 5975 15518 15518 14542 10180 3344 1018 12145 6035 6110 3250 3250 50483 28363 6327 15793 11666 8167 2683 816 25584 17909 5885 1790 3972 2700 914 358 144702 130415 13971 316 10169 7119 2339 711 4030 4030 TAXES AND REGISTRATION 17226 40 14 17172 RELOCATION 12002 8731 1351 1920 NURSING FUND START-UP 909 909 MAINTENANCE 612 612 833700 653670 122444 57586 201256 157017 68021 26083 112109 12823 25777 8096 148197 123567 23784 24630 1176634 976286 4370 4370 3224 3224 1615175 1212529 48789 24848 9722 5054 1659 3069 60170 32971 X 1382797 1027015 172208 152543 1555005 1179558 1615175 1212529 -385332 9885 0 X X 0 1 X 1 0 X 541817 460914 782662 474342 356632 2616367 541817 460914 782662 474342 356632 2616367 348191 2268176 19742 43351 46339 38089 28225 175746 1455 5853 1063 1289 9660 2801773 0.80960 0.83240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 1,455. 2014 AMOUNT: $ 5,853. 2015 AMOUNT: $ 1,063. 2016 AMOUNT: $ 1,289. SCHEDULE A, PART II, LINE 15: THE SCHEDULE A FILED AS PART OF THE 2015 FILING CALCULATED A SUPPORT PERCENTAGE OF 86.67%, THIS IS BEING RESTATED ON THE 2016 FILING ON THE ABOVE REFERENCED LINE TO 83.24%. TWO ITEMS TRIGGERED THIS CHANGE: 1. IDENTIFICATION OF ADDITIONAL EXCESS CONTRIBUTORS WHICH HAVE NOW BEEN INCORPORATED INTO THE CALCULATION 2. OVERSTATEMENT OF INVESTMENT EARNINGS ON SCHEDULE A, PART II, LINE 8 FOR YEARS 2014 AND 2015 THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE REMAINS IN EXCESS OF THE REQUIRED MINIMUM OF 33 1/3%, AS SUCH NO AMENDED RETURN IS BEING FILED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148197 123567 24630 24630 ANNUITY OBLIGATIONS 3069 3069 X 458253 9885 9885 448368 0 448368 833700 0 833700 0 833700 PART X, LINE 2: NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE STATEMENT OF ACTIVITIES SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FASB ASC 740, ACCOUNTING FOR INCOME TAXES, WHICH PROVIDES GUIDANCE ON HOW TO MEASURE AND ACCOUNT FOR VARIOUS TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF DECEMBER 31, 2016 FOR THE ORGANIZATION. IF APPLICABLE, THE ORGANIZATION WILL RECOGNIZE INTEREST AND PENALTIES RELATED TO THE UNDERPAYMENT OF INCOME TAXES IN THE YEAR INCURRED. THE ORGANIZATION IS NOT AT THE PRESENT TIME UNDER EXAMINATION BY ANY TAXING AUTHORITY. 1 HOME MORTGAGE/RENT 42 56041 PRACTITIONER FEES 36 36813 TRANSPORTATION 29 33212 LIVING EXPENSES 22 19999 RELOCATION 19 33917 NURSING FACILITY TRANSPORTATION 7 7169 PUBLISHING SOCIETY 6 1312 NURSING FEES 5 9147 TAX ASSISTANCE 5 9310 UTILITIES 5 2295 DISASTER RELIEF 4 10500 BUSINESS RELATED 3 5400 FUNERAL EXPENSES 3 4451 HOME REPAIR 3 6600 NURSING EQUIPMENT AND SUPPLIES 3 6657 DEBT CONTROL 2 1150 EXCEPTIONAL EXPENSE 2 2000 GIFT SUBSCRIPTION 1 99 PART I, LINE 2: THE RECIPIENT OF A GRANT ISSUED BY THE PRINCIPLE FOUNDATION IS REQUIRED TO PROVIDE DETAIL ON HOW THE GRANT FUNDS WILL BE USED. IF A SECOND GRANT IS REQUESTED, THE PRINCIPLE FOUNDATION WILL ANALYZE ANY PREVIOUS GRANTS ISSUED TO THE RECIPIENT TO VERIFY THAT GRANT FUNDS WERE USED ACCORDING TO DETAIL PROVIDED. FORM 990, PART III, LINE 2 FORMED NATIONAL FUND FOR CHRISTIAN SCIENCE NURSING. SEE FORM 990, PART III, LINE 4B FOR ADDITIONAL DETAILS. FORM 990, PART VI, SECTION A, LINE 1 THE BYLAWS AUTHORIZE THE FORMATION OF AN EXECUTIVE COMMITTEE, TO BE COMPRISED OF AT LEAST THREE VOTING BOARD MEMBERS CHARGED WITH IMPLEMENTING THE POLICIES AND DECISIONS OF THE BOARD AND MAY, IN CASES OF NECESSITY, EXERCISE THE FULL AUTHORITY OF THE BOARD. THE FORMATION OF AN EXECUTIVE COMMITTEE WAS NOT DEEMED NECESSARY IN 2016. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. THE INDEPENDENT ACCOUNTING FIRM THEN PROVIDES THE ORGANIZATION'S TREASURER AND ACCOUNTING PERSONNEL A DRAFT OF THE FORM 990 FOR COMMENTS AND APPROVAL. ALL ISSUES ARE RESOLVED AND A COPY OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE PRINCIPLE FOUNDATION CONFLICT OF INTEREST POLICY COVERS THE BOARD, COMMITTEES AND STAFF. ACTUAL OR POTENTIAL CONFLICTS ARE REQUIRED TO BE REPORTED AS THEY ARISE TO THE BOARD PRESIDENT OR THE EXECUTIVE DIRECTOR AS APPROPRIATE. IN ADDITION THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR MONITOR PROPOSED AND ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. ONCE IDENTIFIED, THESE ITEMS ARE REVIEWED BY THE BOARD. THE INDIVIDUAL IN CONFLICT CANNOT BE INVOLVED IN THE DECISION AND MAY BE ASKED TO RECUSE THEMSELVES; THIS DOES NOT PRECLUDE THE BOARD FROM REQUESTING ADDITIONAL NEEDED INFORMATION. DECISIONS ABOUT RESTRICTIONS ARE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE PRINCIPLE FOUNDATION HAD AN INDEPENDENT BOARD OF DIRECTORS APPROVE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD OF DIRECTORS USES THE TRI-ANNUAL UMKC NON-PROFIT SALARY SURVEY TO PROVIDE COMPARABILITY DATA DURING THE REVIEW PROCESS. AN ANNUAL COST OF LIVING INCREASE IS ALSO A CONSIDERATION DURING THE REVIEW. THE COMPENSATION DELIBERATION AND FINAL DECISION MADE BY THE INDEPENDENT BOARD OF DIRECTORS WAS CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS LAST TOOK PLACE IN 2016. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION DOES NOT HAVE ANY OTHER COMPENSATED INDIVIDUALS THAT FIT THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. BUT ALL COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS AS DESCRIBED ABOVE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.