2017-10-23T16:51:02-05:00 2016-12-31 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2016-01-01 462845781 CONVOY OF HOPE FOUNDATION % KREGG HOOD CONV 4178238998 330 S PATTERSON AVE SPRINGFIELD MO 65802 KREGG HOOD SENIOR VP & CBO 2017-10-13 true Brian D Todd P00422601 4178658701 167.68.126.162 43032920172965000020 2017-10-23 P 35B2FEF9FD89B74F90B63698513A1BB518488CA1 1229F85F18D3C1C077FE1D0ACDD4751432A3774C 2016 2021-01-29 14:40:06Z HAL DONALDSON 330 S PATTERSON AVE SPRINGFIELD MO 65802 2836742 false X N/A X 2013 DE THE COH FOUNDATION WAS CREATED PRIMARILY TO SUPPORT COH AND OTHER CHARITABLE ORGANIZATIONS. 1 1 0 1 0 1791420 1841619 0 0 45589 28349 0 0 1837009 1869968 599000 389058 0 0 0 0 0 0 0 25463 25711 624463 414769 1212546 1455199 1925465 3389981 759 0 1924706 3389981 X THE CONVOY OF HOPE FOUNDATION WAS CREATED TO PRIMARILY SUPPORT COH AND OTHER CHARITABLE ORGANIZATIONS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. false false 389058 389058 DURING FISCAL YEAR 2016, CONVOY OF HOPE FOUNDATION MAINTAINED ONE PERMANENT ENDOWMENT AND TEN DONOR ADVISED FUNDS. THE FOUNDATION SUPPORTED CONVOY OF HOPE AND SEVEN OTHER CHARITABLE ORGANIZATIONS THROUGH ITS DONOR ADVISED FUND PROGRAM. 389058 true true false false false true false false false true true false false true false false false true false false false false false false false false false true false true false false false false false false false false true false false false true true false false false true 0 0 0 false false false false false false false false false false false false false X 1 1 true false false false false true false true true false false true true true true true true false false false DE X KREGG HOOD 4178514445 330 S PATTERSON AVE SPRINGFIELD MO 65802 COH CORPORATION TRUSTEE 1.0 0.0 X 0 0 0 HAL DONALDSON PRESIDENT 1.0 41.0 X 0 194050 19513 MARK METZGER CFO ENDING 8/2016 1.0 40.0 X 0 126455 18779 RICK WAGGONER VP & CHIEF DEVELOPMENT OFFICER 1.0 40.0 X 0 148937 19054 KREGG HOOD SR VP & CBO BEGINNING 9/2016 1.0 40.0 X 0 32628 6526 KEITH BOUCHER SENIOR VP & COO 1.0 40.0 X 0 180032 19221 0 682102 83093 0 false true false 0 62715 1778904 93998 1841619 0 29774 29774 0 0 0 0 0 965349 966774 -1425 -1425 -1425 0 0 0 0 0 0 0 0 0 0 1869968 28349 389058 389058 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3955 3955 0 0 0 0 0 0 0 0 0 0 0 0 21756 21756 414769 389058 25711 0 526984 128584 823309 1215128 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1011438 0 1011438 316372 267136 0 0 0 0 0 0 258800 767695 1925465 3389981 759 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 759 0 X 1797722 3256497 0 0 126984 133484 1924706 3389981 1925465 3389981 1455199 10076 X false true X true false X X X 1 CONVOY OF HOPE 680051386 7 true 140729 0 1 140729 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 822081 389058 2243459 true true 126984 6500 133484 126984 126984 126984 126984 1.00000 false false 1011438 1011438 1011438 CSV OF LIFE INSURANCE 175170 DUE FROM COH 592525 767695 139399958 10076 137582629 137592705 1807253 62715 62715 1869968 149420769 149146729 149146729 274040 140729 140729 414769 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: ENDOWMENT FUNDS ARE INTENDED TO FUND CONVOY OF HOPE, A RELATED ORGANIZATION, FAR INTO THE FUTURE. FUNDS ARE INVESTED FOR GROWTH WITH THE INTENT OF PROVIDING SUPPORT TO CONVOY OF HOPE THROUGH AN ANNUAL ENDOWMENT PAYOUT. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITION: 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 AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12: $ 137,582,629 CONVOY OF HOPE REVENUE SCHEDULE D, PART XI, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $ 62,715 CONTRIBUTIONS FROM CONVOY OF HOPE SCHEDULE D, PART XII, LINE 2D AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: $ 149,146,729 CONVOY OF HOPE EXPENSES SCHEDULE D, PART XII, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1: $ 140,729 GRANTS PAID TO CONVOY OF HOPE true CONVOY OF HOPE 330 S PATTERSON AVE SPRINGFIELD MO 65802 680051386 501(C)(3) 140729 DAF GRANT LUTHERAN SOCIAL SERVICES OF MINNESOTA 2485 COMO AVE ST PAUL MN 55108 410872993 501(C)(3) 55000 DAF GRANT CROSSROADS COMMUNITY CHURCH PO BOX H YUBA CITY CA 95992 680264991 501(C)(3) 150000 DAF GRANT THE OAKS FELLOWSHIP 777 SOUTH I-35 EAST RED OAK TX 75154 750939945 501(C)(3) 12929 DAF GRANT TAPESTRY CHURCH 1305 MIDDLEFIELD RD REDWOOD CITY CA 94063 946050291 501(C)(3) 10000 DAF GRANT FIRST LUTHERAN CHURCH 1100 E SUPERIOR ST DULUTH MN 55802 410711483 501(C)(3) 10400 DAF GRANT 6 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE CONVOY OF HOPE FOUNDATION PHILANTHROPY PERSONNEL SCREEN RECIPIENTS TO ENSURE GRANTS ARE MADE ONLY TO QUALIFIED CHARITABLE ORGANIZATIONS BEFORE GRANTS ARE AWARDED. THE RECEIPT OF FUNDS IS CONFIRMED VIA RECEIPT BY THE GRANTEE AND USE OF FUNDS IS INFORMALLY MONITORED, UNLESS OTHERWISE THE NEED TO FORMALLY MONITOR FUNDS IS DETERMINED TO BE NEEDED. true false false false false false false false false HAL DONALDSON PRESIDENT 0 193850 0 200 0 0 0 1667 0 17846 0 213563 0 0 RICK WAGGONER VP & CHIEF DEVELOPMENT OFFICER 0 138737 0 10200 0 0 0 1208 0 17846 0 167991 0 0 KEITH BOUCHER SENIOR VP & COO 0 158032 0 22000 0 0 0 1375 0 17846 0 199253 0 0 SCHEDULE J, PART I, LINE 3 CEO COMPENSATION: CONVOY OF HOPE, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENT: MARK METZGER, CFO, LEFT THE ORGANIZATION AT THE END OF AUGUST 2016 AND RECEIVED $33,320 IN SEVERANCE PAYMENTS DURING 2016 FROM CONVOY OF HOPE, A RELATED ORGANIZATION. SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS FOR OFFICERS OR DIRECTORS: IN ADDITION TO BASE COMPENSATION, KEY EXECUTIVES ARE ALSO ELIGIBLE TO RECEIVE PERFORMANCE BONUS COMPENSATION FROM CONVOY OF HOPE, A RELATED ORGANIZATION, IN ACCORDANCE WITH CRITERIA OUTLINED IN THE EXECUTIVE COMPENSATION PLAN. BASE COMPENSATION AND PERFORMANCE BONUSES ARE PROPOSED BY THE CONVOY OF HOPE COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE BOARD OF DIRECTORS. X 1 93998 FMV false true false SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS: THE NUMBERS IN COLUMN B REPRESENT THE NUMBER OF TIMES A CONTRIBUTION WAS MADE FOR EACH CORRESPONDING LINE ITEM. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION: SPECIFICALLY THE ORGANIZATION CAN SUPPORT CHRISTIAN VALUES AND ALSO MAKE GIFTS TO OTHER QUALIFIED SECULAR CHARITABLE ORGANIZATIONS THAT WOULD POSITIVELY ADVANCE OR COMPLIMENT COH'S ETHOS. IN ADDITION, UNDER THE FOUNDATION'S DONOR ADVISED FUND PROGRAM, THE FOUNDATION CAN ACCEPT DONOR REQUESTS TO MAKE GIFTS TO CONVOY OF HOPE AND OTHER QUALIFIED CHARITABLE ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS: THE FOLLOWING OFFICERS ARE EMPLOYED BY CONVOY OF HOPE, A RELATED ORGANIZATION: - HAL DONALDSON, PRESIDENT - MARK METZGER, CHIEF FINANCIAL OFFICER ENDING 8/2016 - RICK WAGGONER, VP & CHIEF DEVELOPMENT OFFICER - KREGG HOOD, SENIOR VP & CHIEF BUSINESS OFFICER - KEITH BOUCHER, SENIOR VP & CHIEF OPERATING OFFICER FORM 990, PART VI, SECTION A, LINE 7A OTHER PERSONS WHO HAVE THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY: CONVOY OF HOPE, A RELATED ORGANIZATION, HAS THE POWER TO ELECT, APPOINT OR REMOVE ANY TRUSTEES TO THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY CONVOY OF HOPE'S FINANCE DEPARTMENT. The initial review of the Internal Revenue Service Form 990 is completed by the Convoy of Hope Foundation's Board. Upon approval of the Foundation BOD, the Form 990 shall be presented to the Convoy of Hope Audit Committee along with a recommendation from the Chief Business Officer and Foundation Board Chairman for approval of the Form 990 for filing with the IRS. A formal Foundation Board and/or Convoy of Hope Audit Committee resolution is not required in order for the 990 to be filed, provided each respective Board member has been provided a copy of the report prior to filing and is in accordance with the requirements for action by the Foundation Board and recorded in the minutes. TRUSTEES ARE ASKED TO REVIEW THE RETURN INDIVIDUALLY AND TO CONTACT THE PREPARER WITH ANY QUESTIONS OR CONCERNS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ANNUALLY, EACH DECISION MAKER (E.G. DIRECTORS, OFFICERS, AND OTHER EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF THE ORGANIZATION OR ITS BOARD, OR MAKE COMMITMENTS ON THEIR BEHALF) IS REQUIRED TO COMPLETE THE ANNUAL CONFLICTS OF INTEREST QUESTIONNAIRE CONFIRMING THAT ALL CONFLICTS AND POTENTIAL CONFLICTS EXISTING DURING THE PRIOR YEAR, OR CURRENTLY EXISTING, HAVE BEEN DISCLOSED. THE ORGANIZATION'S FINANCE/COMPLIANCE DEPARTMENT COMPILES, SUMMARIZES, AND REPORTS ON THE TOTAL CONFLICT OF INTEREST QUESTIONNAIRES ISSUED AND COMPLETED, AS WELL AS A SUMMARY OF POSSIBLE CONFLICTS. THE REPORTING IS REVIEWED BY THE ORGANIZATION'S PRESIDENT AND BOARD CHAIRMAN TO DETERMINE WHETHER THE REPORTED TRANSACTION AND/OR OTHER CONFLICTING RELATIONSHIP IS JUST, FAIR, AND REASONABLE. FORM 990, PART VI, SECTION B, LINES 15A & 15B REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: CONVOY OF HOPE, A RELATED ORGANIZATION, COMPENSATES THE CEO. A BOARD LEVEL COMPENSATION COMMITTEE MEETS ANNUALLY TO EVALUATE THE EXECUTIVE COMPENSATION PROGRAM AND MONITOR THE PROGRAM IN PLACE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: CONVOY OF HOPE'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE FOUNDATION'S FORM 990, THE CONFLICT OF INTEREST POLICIES AND OTHER GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. OZARK NN LAND LLC 330 S PATTERSON SPRINGFIELD MO 65802 HOLDING CO MO 0 1011438 COH FDN CONVOY OF HOPE 330 S PATTERSON AVE SPRINGFIELD MO 65802 680051386 MISSIONS CA 501(C)(3) 7 NA false COH CORPORATION INC 330 S PATTERSON AVE SPRINGFIELD MO 65802 462840126 SUPPORT DE 501(C)(3) 12 A I COH false false true true false false false false false false false false false true true true false false false false