2016-07-15T10:35:13-05:00 2015-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2015-01-01 431543614 THE REHABILITATION INSTITUTE FOUNDATION % SHERRY EARLY REHA 8167517700 3011 BALTIMORE AVENUE KANSAS CITY MO 64108 MICHAEL BIAGIOLI TREASURER 8167517700 2016-08-15 true Michael J Engle P00482834 8162216300 2016-08-15 2015 2016-09-27 15:27:22Z HOWARD JONES 3011 BALTIMORE AVENUE KANSAS CITY MO 64108 2797214 false X WWW.REHABKC.ORG X 1990 MO TO SUPPORT THE REHABILITATION INSTITUTE, WHICH PROMOTES REHABILITATION SERVICES, AND CARRY ON OR SUPPORT RESEARCH AND EDUCATION TO FOSTER REHABILITATION SERVICES. 11 11 0 11 0 0 0 0 0 307527 334158 0 0 307527 334158 27250 4500 0 0 0 0 0 0 0 36356 58244 63606 62744 243921 271414 6916623 6853609 91000 103380 6825623 6750229 X SEE SCHEDULE O false false 4500 4500 TO PROVIDE SUPPORT FOR THE ACTIVITIES AND MISSIONS OF THE REHABILITATION INSTITUTE WHICH PROMOTES THE PROVISION OF REHABILITATION SERVICES AND TO CARRY ON OR SUPPORT RESEARCH AND EDUCATION TO FOSTER REHABILITATION SERVICES FOR THE COMMUNITY. 4500 true false false false false false false false false true true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false X 11 11 false false true false false false false true true false false true true true true true true false false false MO X SHERRY EARLY 8167517700 3011 BALTIMORE AVE KANSAS CITY MO 64108 X SCOTT ADAMS DIRECTOR/VP-INVESTMENTS 1.0 0.0 X X 0 0 0 RICHARD BALLENTINE DIRECTOR/SECRETARY 1.0 0.0 X X 0 0 0 MICHAEL L BIAGIOLI DIRECTOR/TREASURER 1.0 0.0 X X 0 0 0 DEBRA BOX DIRECTOR 1.0 0.0 X 0 0 0 CHARLES CONNELY DIRECTOR 1.0 0.0 X 0 0 0 BETH HALL DIRECTOR/VICE PRESIDENT 1.0 0.0 X X 0 0 0 HOWARD JONES DIRECTOR/PRESIDENT 1.0 0.0 X X 0 0 0 GEORGE PARKINS II MD DIRECTOR 1.0 1.0 X 0 0 0 EDWARD J REITZES DIRECTOR 1.0 0.0 X 0 0 0 TERI SALACH DIRECTOR 1.0 0.0 X 0 0 0 KATHRYN H VRATIL DIRECTOR 1.0 0.0 X 0 0 0 0 0 0 0 false false false NONE 0 0 0 191061 191061 0 0 0 0 0 2606153 2463056 143097 143097 143097 0 0 0 0 334158 334158 4500 4500 0 0 0 0 0 0 0 0 0 0 5700 5700 14870 14870 0 0 36930 36930 0 0 0 0 0 0 0 0 0 0 0 0 744 744 Other - less than 5% of total 0 62744 4500 58244 0 0 0 118933 188302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2627283 1832946 794337 794337 5985418 5852682 0 0 0 0 0 0 17935 18288 6916623 6853609 0 12380 91000 91000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 91000 103380 X 6825623 6750229 0 0 0 0 6825623 6750229 6916623 6853609 271414 -346808 X false true X true false X X 1 TRI OF KC 440552045 3 true 4500 490850 1 4500 490850 true false false false false false false false false false false false false false false true true true X true true SCHEDULE A, PART I, LINE 11G, ROW A, COLUMN VI The amount included in column VI is the Fair Market Value of the rent that was not collected from The REHABILIATION INSTITUTE OF KANSAS CITY. The Foundation has agreed to lease its land and building to the Institute for a nominal rate provided the Institute continues to use the property to further the mission for which it was formed. SCHEDULE A, PART IV, SECTION D, LINE 3 THE SUPPORTED ORGANIZATION, THE REHABILITATION INSTITUTE OF KANSAS CITY (RIKC), BY REASON OF A CLOSE AND CONTINUOUS WORKING RELATIONSHIP IN ADDITION TO HAVING A COMMON BOARD MEMBER HAS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES, TIMING OF GRANTS, MANNER OF MAKING GRANTS, SELECTION OF GRANT RECIPENTS AND OTHER USES OF INCOME OR ASSETS. ALL GRANTS ARE PROVIDED TO RIKC BASED UPON REQUESTS MADE BY RIKC'S OFFICERS OR DIRECTORS. IN ADDITION, THE BUILDING THAT RIKC OPERATES OUT OF IS OWNED BY THE REHABILITATION INSTITUTE FOUNDATION AND PROVIDED TO RIKC THROUGH A LEASE AGREEMENT, THE RENT IS THEN PROVIDED AS AN IN-KIND GRANT TO RIKC. SCHEDULE A, PART IV, SECTION E, LINE 2A THE FOUNDATION (TRIF) PROVIDED THE BUILDING SPACE IN WHICH THE REHABILITATION INSTITUTE OF KANSAS CITY (RIKC) PROVIDES SERVICES TO CHILDR AND ADULTS WITH DISABILITIES. THE FOUNDATION ALSO PROVIDED GRANT SUPPORT TO RIKC IN ORDER TO ALLOW RIKC TO CONTINUE ITS MISSION. SCHEDULE A, PART IV, SECTION E, LINE 2B THE FOUNDATION (TRIF) OWNS THE BUILDING AND LAND IN WHICH THE REHABILITATION INSTITUTE OF KANSAS CITY (RIKC) PROVIDES SERVICES TO CHILDREN AND ADULTS WITH DISABILITIES, IF THE BUILDING WAS NOT OWNED BY TRIF RIKC WOULD OWN THE BUILDING OR NEED TO RENT THE SPACE FROM AN UNRELATED THIRD PARTY. THE INVESTMENTS THAT ARE HELD BY TRIF WOULD BE HELD BY RIKC BUT FOR THE INVOLVMENT OF THE FOUNDATION, THE EARNINGS ON THESE INVESTMENTS PROVIDE THE MONIES AVAILABLE TO PROVIDE GRANTS TO RIKC WHEN REQUESTED. 6104281 -49933 4500 8934 6040914 5868215 276710 27630 13014 6104281 4882265 419439 661010 78902 15597 5868215 4606621 292515 171121 128121 10892 4931244 4549834 251777 185458 185458 7351 4794260 1.00000 false false 794337 794337 1727437 1727437 0 105509 105509 0 794337 441270 -346808 490850 144042 297228 36930 36930 334158 516664 490850 490850 25814 36930 36930 62744 SCHEDULE D, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED TO SUPPORT THE REHABILITATION INSTITUTE OF KANSAS CITY, AS WELL AS MAINTAIN FUNDS FOR THE BETTERMENT OF THE REHABILITATIVE SERVICES IN THE GREATER KANSAS CITY AREA. 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. FORM 990, PART III, LINE 1 THE MISSION OF THE REHABILITATION INSTITUTE FOUNDATION IS TO SERVE PEOPLE WITH DISABILITIES IN THE KANSAS CITY COMMUNITY BY MANAGING AND GROWING FOUNDATION ASSETS TO PROVIDE LONG TERM SUPPORT FOR THE REHABILITATION INSTITUTE. FORM 990, PART VI, SECTION A, LINE 4 ARTICLE 6 WAS AMENDED TO STATE: THE CORPORATION IS ORGANIZED AS A PUBLIC BENEFIT CORPORATION AND SHALL OPERATE EXCLUSIVELY FOR THE CHARITABLE SCIENTIFIC AND EDUCATIONAL PURPOSES INCLUDING THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW). PURPOSES SHALL BE TO OPERATE FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF, THE REHABILITATION INSTITUTE, A MISSOURI BENEVOLENT CORPORATION, IT BEING THE INTENT TO QUALIFY THE CORPORATION AS A SUPPORTING ORGANIZATION UNDER THE PROVISIONS OF SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE OF 1986 (OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW). FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FINAL FORM 990 IS THEN PROVIDED TO ALL THE VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS AND OFFICERS, MUST DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRESIDENT. THE PRESIDENT WOULD THEN BRING IT TO THE ATTENTION OF THE FULL BOARD FOR THEIR DECISION ON THE APPROPRIATE ACTION TO BE TAKEN. THE CONFLICTED INDIVIDUAL ABSTAINS FROM THE DECISION MAKING PROCESS ON WHAT ACTION SHOULD BE TAKEN REGARDING THEIR CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINES 15A & 15B THE ORGANIZATION DOES NOT HAVE A PAID CEO (OR ANY PAID STAFF) THEREFORE THERE IS NO COMPENSATION REVIEW NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. REHABILITATION INSTITUTE OF KANSAS CITY 3011 BALTIMORE AVE KANSAS CITY MO 64108 440552045 REHAB SERVICE MO 501(C)(3) 9 NA false false true false false false false false false false true false false false true true false false false false