2015-04-04T08:50:03-05:00 2014-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2013-07-01 431194064 Truman Medical Center Charitable Foundation % KATIE GRAY TRUM 8164043430 2310 Holmes Street Suite STE 735 Kansas City MO 64108 KARLYN WILKINS EXECUTIVE DIRECTOR 8164043430 2015-05-15 true Michael J Engle P00482834 8164043430 2013 2016-02-25 16:41:14Z KARLYN WILKINS 2310 HOLMES STREET STE 735 Kansas City MO 64108 10494938 false X www.trumed.org X 1979 MO ORGANIZED TO ACCEPT, HOLD, AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF TRUMAN MEDICAL CENTER AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES. 21 21 31 26 -1205 -1205 8431000 9626771 0 366257 1037588 450589 331144 -140960 9799732 10302657 6892434 15399674 0 0 973908 977773 38697 42434 318787 732959 652236 8637998 17072117 1161734 -6769460 19119385 14127769 1902105 3438136 17217280 10689633 THE TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION WAS ORGANIZED TO ACCEPT, HOLD AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF TRUMAN MEDICAL CENTER AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES. false false 15815217 15399674 366257 THE FOUNDATION DISTRIBUTES CONTRIBUTIONS RECEIVED FROM THE PUBLIC TO TRUMAN MEDICAL CENTER HOSPITAL IN ORDER TO IMPROVE PATIENT CARE AND HEALTH EDUCATION. THE FOUNDATION CONTINUES TO FUND RENOVATIONS OF VARIOUS DEPARTMENTS OF THE HOSPITAL EACH YEAR. 15815217 true true false true false false false true false true true false false true false false true false false false false false false true true false false true false false false false false false false false false false true true false false false true false false false true 38 0 true 31 true true true false false false false true true false false false false X 21 21 false false false false false false false true true false false true true true true true true false false true false MO X KATIE GRAY 8166273439 1055 BROADWAY SUITE 130 Kansas City MO 64105 LORETTA BRITTON MD DIRECTOR 1.0 X 0 0 0 DEBBY BALLARD DIRECTOR 1.0 X 0 0 0 DOUGLAS Y CURRAN CHAIR/DIRECTOR 1.0 1.0 X X 0 0 0 MICHELLE DESILVA VICE CHAIR/DIRECTOR 1.0 X X 0 0 0 BILL GEORGE DIRECTOR 1.0 X 0 0 0 PETE WALSH SECRETARY/DIRECTOR 1.0 X X 0 0 0 VALERIE CHOW MD DIRECTOR 1.0 X 0 0 0 DAN GERSON DIRECTOR 1.0 X 0 0 0 JOANN FIELD DIRECTOR 1.0 X 0 0 0 PEGGY DUNN DIRECTOR 1.0 1.0 X 0 0 0 LAURIE MCCORMACK DIRECTOR 1.0 X 0 0 0 DAVID EMBRY DIRECTOR 1.0 X 0 0 0 JEANETTE PRENGER DIRECTOR 1.0 X 0 0 0 DAVE FENLEY DIRECTOR 1.0 X 0 0 0 BRETT LEWIS TREASURER/DIRECTOR 1.0 X X 0 0 0 LARRY RICCI DIRECTOR 1.0 X 0 0 0 MARGE MORAN DIRECTOR 1.0 X 0 0 0 JERRE WIGGANS DIRECTOR 1.0 X 0 0 0 JOHN SUNDEEN DIRECTOR 1.0 X 0 0 0 AL MAURO DIRECTOR 1.0 X 0 0 0 RYAN VANWINKLE DIRECTOR 1.0 X 0 0 0 KARLYN WILKINS EXECUTIVE DIRECTOR 40.0 X 80338 0 10104 80338 0 10104 0 false false false 0 379432 366280 100224 8780835 3497688 9626771 MANAGEMENT FEE REVENUE 900099 366257 366257 366257 257606 257606 0 0 0 0 0 193028 4986 5031 193028 -45 192983 192983 45745 366280 187250 -141505 -141505 0 0 Loss from Partnerships 900099 -1205 -1205 Miscellanous Income 900099 1750 1750 545 10302657 366257 -1205 310834 15399674 15399674 0 0 0 186032 186032 0 579046 425047 153999 0 212695 161362 51333 0 0 294 294 87577 87577 49286 49286 42434 42434 0 26750 26750 0 12083 12083 0 0 0 260 260 0 22226 11093 11133 0 0 6288 6288 0 Bank Fees 13865 13865 Dues & Subscriptions 3044 3044 Volunteer Appreciation 1061 74 987 Direct Fund Expense 366257 366257 63245 7648 55597 17072117 15815217 938113 318787 204510 188752 4646652 1592937 4907652 2592585 0 0 0 0 0 0 0 0 0 0 0 0 58203 53938 10553 4265 8737167 8938691 0 0 0 0 0 0 612851 810539 19119385 14127769 1702105 3238136 200000 200000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1902105 3438136 X -164798 -39775 14188980 7536310 3193098 3193098 17217280 10689633 19119385 14127769 X -6769460 240608 1205 X false true X true false X 3821715 3408103 6926322 8431000 9626771 32213911 0 0 3821715 3408103 6926322 8431000 9626771 32213911 14237596 17976315 1278240 1347118 1262875 1173709 257606 5319548 0 0 3708 0 0 3708 0 0 0 0 1750 1750 37538917 666965 0.47887 0.51922 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49286 49286 17022831 17072117 1000000 250000 406167 467536 581900 1000000 2455603 3683405 47451 49154 48000 49286 193891 101542 116884 145475 250000 613901 920852 0 0 0 0 197688 810539 X false 3173836 200 172581 102278 3244339 3077353 200 189940 93656 3173837 2981134 125200 70859 99840 3077353 2781031 5200 291700 96797 2981134 2747603 1100 140396 108068 2781031 1.00000 true false 58203 53938 4265 4265 COLLECTIONS 810539 810539 10731720 240608 187250 427858 10303862 -1205 -1205 10302657 17259367 187250 187250 17072117 17072117 SCHEDULE D, PART III, LINE 4 CERTAIN WORKS OF ART ARE EXHIBITED THROUGHOUT THE HOSPITAL FOR GUESTS AND PATIENTS TO VIEW. SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF SIX INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THESE INTENTIONS INCLUDE: SUPPORTING INFECTIOUS DISEASE EDUCATION AT TMC, INC. SUPPORTING THE WOMEN'S HEALTH DEPARTMENT AT TMC, INC. SUPPORTING THE TRAUMA DEPARTMENT AT TMC, INC. PROVIDING PROGRAM SUPPORT TO BEHAVIORAL HEALTH AT TMC, INC. SUPPORTING THE UNRESTRICTED NEEDS OF TMC, INC. SUPPORTING ALZHEIMER UNIT AT TMC, INC. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT. UNDER THE FOUNDATION'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE AND PROTECT ASSETS BY EARNING A TOTAL RETURN FOR EACH ENDOWMENT APPROPRIATE TO EACH FUND'S TIME HORIZON, LIQUIDITY NEEDS AND RISK TOLERANCE. THE FOUNDATION HAS A POLICY (THE SPENDING POLICY) OF APPROPRIATING FOR EXPENDITURE EACH YEAR THE LESSER OF 5% OF ITS ENDOWMENT FUND'S FAIR VALUE OR THE FUND'S NET INCOME THROUGH THE YEAR END PRECEDING THE YEAR IN WHICH EXPENDITURE IS PLANNED. SCHEDULE D, PART X, LINE 2 MANAGMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D SPECIAL EVENT EXPENSES $187,250 SCHEDULE D, PART XI, LINE 4B LOSSES FROM PARTNERSHIPS ($1,205) SCHEDULE D, PART XII, LINE 2D SPECIAL EVENT EXPENSES $187,250 X X X true ENCORE GRANT SERVICES INC GRANT WRITING false 17083 GRANTELLIGENCE LLC MS CYNTHIA A R GRANT WRITING false 13219 SUSAN RAY GRANT WRITING false 5850 36152 All States FFAC 293600 261800 31800 10038 14871 25000 92719 EYAO 109800 98040 11760 2000 19815 1200 3091 1 8625 6440 2185 8730 1340 8446 412025 366280 45745 20768 36026 26200 104256 187250 -141505 true TRUMAN MEDICAL CENTER INC 2301 HOLMES STREET KANSAS CITY MO 64108 440661018 501(C)(3) 12099674 EQUIPMENT TRUMAN MEDICAL CENTER INC 2301 HOLMES STREET KANSAS CITY MO 64108 440661018 501(C)(3) 3300000 APPRAISAL BUILDING BUILDING 1 0 SCHEDULE I, PART I, LINE 2 GRANTS ARE REIMBURSED AFTER EXPENDITURES ARE MADE. SUPPORTING DOCUMENTATION FOR ALL GRANT EXPENDITURES ARE CAREFULLY REVIEWED FOR COMPLIANCE TO THE GRANT GUIDELINES. X 1 197688 MKT VALUE APPRAISAL X 1 3300000 MKT VALUE APPRAISAL 2 false true false SCHEDULE M, PART I, COLUMN B THE INFORMATION PRESENTED IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN PROVIDED TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS OR CONCERNS THE BOARD MAY HAVE ARE ADDRESSED AND ANY CONCERNS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS COMPLETE AND SIGN AN ANNUAL DISCLOSURE DOCUMENT. EACH MEMBER AND OFFICER IS REQUIRED TO IMMEDIATELY DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST AND MUST ENSURE THEY HAVE NO DISCUSSION OR INVOLVEMENT IN THESE MATTERS. WHEN VOTING ON A MATTER WHERE AN ACTUAL OR PERCEIVED CONFLICT EXISTS, THE CONFLICTED PARTY MUST ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR IS DETERMINED BY TRUMAN MEDICAL CENTER, INC., A RELATED ORGANIZATION. TRUMAN MEDICAL CENTER, INC. CONDUCTED A COMPENSATION DATA STUDY THAT INCLUDED REVIEWS OF COMPENSATION FOR SIMILAR ORGANIZATIONS WITHIN THE LOCAL AREA OF SIMILAR SIZE AND REVENUES. THE BOARD OF DIRECTORS FOR TRUMAN MEDICAL CENTER, INC. TOOK THE INFORMATION THAT WAS GATHERED AND USED IT TO DETERMINE AND REVIEW THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FROM 990, PART XI, LINE 9 LOSSES FROM PARTNERSHIPS $ 1,205 TRUMAN MEDICAL CENTER INC 2301 HOLMES STREET KANSAS CITY MO 64108 440661018 Hospital MO 501(C)(3) 3 NA false false true false false false false false false false false true false false false true false false false false