2017-04-24T10:46:34-05:00 2016-06-30 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2015-07-01 480561969 HEARTSPRING INC % CAROLYN WILHELM HEAR 3166348700 8700 EAST 29TH STREET NORTH WICHITA KS 67226 CAROLYN WILHELM CFO 3166348700 2016-02-15 true STEVEN L WEBB P00235405 3162652811 2015 2021-01-29 14:40:06Z DAVID STUPAY 8700 EAST 29TH STREET NORTH WICHITA KS 67226 19145302 false X WWW.HEARTSPRING.ORG X 1945 KS SEE SCHEDULE O 13 13 507 284 0 1261315 1237250 15106475 16882279 243377 613984 40660 62915 16651827 18796428 0 156134 0 0 13605380 15253011 0 0 513394 3170498 3304037 16775878 18713182 -124051 83246 24582766 24011965 1247696 1230447 23335070 22781518 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 13223621 156134 14572359 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 ACROSS THE UNITED STATES. MOST STUDENTS SERVED HAVE CHALLENGING BEHAVIORS THAT INTERFERE WITH THEIR ACADEMIC PROGRESS AT SCHOOL, HOME, AND IN THE 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. 3475458 0 2392821 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. TEACHING FAMILIES HOW TO CONTINUE THERAPY AT HOME AND IN THE COMMUNITY. SEE SCHEDULE O FOR CONTINUATION. 16699079 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 47 0 true 507 true false false false false false true true false false false false X 13 13 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 LAURIE LABARCA TRUSTEE 1.0 0.0 X 0 0 0 BRENDA KOEHRING CHAIRMAN/TRUSTEE 1.0 0.0 X X 0 0 0 PHIL GARRISON VICE CHAIRMAN/TRUSTEE 1.0 0.0 X X 0 0 0 BUCK BUCHANAN TRUSTEE 1.0 0.0 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 SECRETARY/TREASURER/TRUSTEE 1.0 0.0 X X 0 0 0 KIM GATTIS TRUSTEE 1.0 0.0 X 0 0 0 ALAN HOWARTER TRUSTEE 1.0 0.0 X 0 0 0 ROGER ZELLERS TRUSTEE 1.0 0.0 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 GARY SINGLETON PRESIDENT/CEO (END 9/30/15) 40.0 0.0 X 231354 0 22851 PAUL FABER EXEC VP/COO (END 1/31/15) 40.0 0.0 X 131053 0 1833 DAVID DORF VP FINANCE/CFO (END 11/30/15) 40.0 0.0 X 95180 0 19297 DAVID STUPAY PRESIDENT/CEO (START 4/13/15) 40.0 0.0 X 159756 0 4171 CAROLYN WILHELM CFO (START 12/7/15) 40.0 0.0 X 6341 0 0 WAYNE PIERSEL DIRECTOR OF CLINICAL SERVICES 40.0 0.0 X 103255 0 13237 726939 0 61389 4 false true false ZERNCO INC 2400 S GREENWICH WICHITA KS 67210 CONSTRUCTION 160721 1 25972 244642 402598 564038 1237250 SCHOOL & RESIDENTIAL PROGRAM 624100 14665357 14665357 EVALUATION PROGRAM 624100 2216922 2216922 16882279 855622 855622 0 5728 5728 900 900 0 900 900 234191 7447 -234191 -7447 -241638 -241638 30083 244642 81500 -51417 -51417 0 33372 25736 7633 7633 KANSAS HOT LUNCH MEALS REIMBURSEMENT 624100 67798 67798 EMPLOYEE/GUEST MEALS 722514 7470 7470 OTHER INCOME 900099 24803 24803 24803 24803 100071 18796428 16965180 593998 0 156134 156134 0 0 823870 332239 491631 0 11678623 10715587 628430 334606 353567 324395 19036 10136 775135 711181 41733 22221 1621816 1488004 87319 46493 0 6315 6315 38548 38548 0 0 0 288541 264734 15535 8272 64242 58941 3459 1842 144571 132643 7784 4144 125142 114817 6738 3587 0 649879 596259 34990 18630 142436 130684 7669 4083 0 101713 90509 7311 3893 16066 14740 865 461 0 687318 630610 37005 19703 146916 134794 7910 4212 REPAIRS AND MAINTENANCE 163395 149914 8797 4684 FOOD 358510 328931 19302 10277 _ 0 _ 0 370445 323963 30332 16150 18713182 16699079 1500709 513394 706396 535022 3314295 2727179 0 9905 2293345 2854046 0 0 0 0 0 0 6951 9380 195936 105722 19629220 8688535 10995484 10940685 7070359 6830026 0 0 0 0 0 0 0 0 24582766 24011965 1247696 1230447 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1247696 1230447 X 22985502 22380917 349568 400601 0 0 23335070 22781518 24582766 24011965 X 83246 -234200 -402598 X false true X true false X 1322788 1356910 1477107 1261315 1237250 6655370 13619440 13888398 14210015 15130202 16915651 73763706 3623 8186 11357 9693 30083 62942 0 0 0 0 0 0 0 0 0 0 0 0 14945851 15253494 15698479 16401210 18182984 80482018 24535 21390 7450 15265 15535 84175 5626448 5084307 4875088 4836420 4463452 24885715 5650983 5105697 4882538 4851685 4478987 24969890 55512128 193678 287378 279355 241905 862250 1864566 0 193678 287378 279355 241905 862250 1864566 0 0 0 0 0 0 91680 84005 103452 105468 100071 484676 15231209 15624877 16081286 16748583 19145305 82831260 0.67018 0.65167 0.02251 0.01470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4351269 1605 211782 24022 4117070 4448431 127633 199392 25403 4351269 4041730 623958 191865 25392 4448431 3780049 471116 185206 24229 4041730 3946258 39950 10346 194707 21798 3780049 0.00500 0.65060 0.34440 false true true 1629819 1629819 13491272 5830411 7660861 2563140 1972532 590608 1944989 885592 1059397 10940685 17605832 -234200 -624659 -858859 18464691 331737 331737 18796428 18784043 70861 70861 18713182 18713182 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 219,693 RELATED ORGANIZATIONS' REALIZED GAINS 82,405 RELATED ORGANIZATIONS' EXPENSES (438,008) RELATED ORGANIZATIONS' UNREALIZED LOSSES (489,499) TRANSFERS 750 ----------- (624,659) SCHEDULE D, PART XI, LINE 4B RELATED ORGANIZATIONS' CONTRIBUTIONS 402,598 FUNDRAISING EVENT EXPENSE (70,861) -------- 331,737 SCHEDULE D, PART XII, LINE 2D FUNDRAISING EVENT EXPENSE 70,861 LIGHT YOUR HEAR 97556 89756 7800 6009 9224 1000 13398 CARE WALK 104289 83851 20438 2051 152 25474 1 72880 71035 1845 341 1626 22225 274725 244642 30083 8401 11002 1000 61097 81500 -51417 true FINANCIAL ASSISTANCE - CLIENTS 181 122062 EMPLOYEE COLLEGE ASSSISTANCE 8 20049 EMPLOYEE SCHOLARSHIPS 21 14023 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 true false false false false false false true false GARY SINGLETON PRESIDENT/CEO (END 9/30/15) 153715 0 45000 0 32639 0 12200 0 10651 0 254205 0 0 0 DAVID STUPAY PRESIDENT/CEO (START 4/13/15) 134693 0 0 0 25063 0 0 0 4171 0 163927 0 0 0 SCHEDULE J, PART I, LINE 4A PAUL FABER $108,124 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 INDEPENDENT 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 ANNUALLY UPDATES FINANCIAL INFORMATION AT DUN & BRADSTREET. 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 $ 402,598 HEARTSPRING INC ENDOWMENT TRUST 8700 EAST 29TH STREET NORTH WICHITA KS 67226 486114194 SUPPORT KS 501(C)(3) 11C NA false HEARTSPRING FOUNDATION 8700 EAST 29TH STREET NORTH WICHITA KS 67226 481232409 SUPPORT KS 501(C)(3) 11A HEARTSPRING true false false true false false false false false false false false false false false false false false false false HEARTSPRING FOUNDATION C 190816 CASH