SAINT LUKES FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LUKES FOUNDATION (EIN 44-6014699)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349303308
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T14:27:02-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 MAIN STREET SUITE 400 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446014699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LUKE'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 8169325819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLINE MILLARD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8169325819 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE HENDERSON | PreparerPersonNm |
| PTIN | P00156688 | PTIN |
| Phone | 8167533000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK LITZLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,095,763 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://SAINTLUKESGIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE MEDICAL EDUCATION AND RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $99 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,631,036 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,262,170 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,435,784 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,571,175 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,612,778 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,274,185 | CYInvestmentIncomeAmt |
| PY Other Revenue | $988,494 | PYOtherRevenueAmt |
| CY Other Revenue | $1,080,685 | CYOtherRevenueAmt |
| PY Total Revenue | $25,668,092 | PYTotalRevenueAmt |
| CY Total Revenue | $35,188,215 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,210,991 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,793,764 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,384,193 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,761,998 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $753,706 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,203,237 | PYOtherExpensesAmt |
| CY Other Expenses | $14,949,214 | CYOtherExpensesAmt |
| PY Total Expenses | $27,798,421 | PYTotalExpensesAmt |
| CY Total Expenses | $24,504,976 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,130,329 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,683,239 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $164,931,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,822,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,578,875 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,668,851 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $161,352,234 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $166,153,568 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RAISE FUNDS TO PROMOTE MEDICAL EDUCATION AND RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,213,046 | ExpenseAmt |
| Grant | $1,793,764 | GrantAmt |
| Revenue | $10,302,584 | RevenueAmt |
| Desc | IN 2014, THE FOUNDATION PROVIDED SUPPORT FOR THE FOLLOWING PROGRAM SERVICES:CAPITAL FACILITIES AND EQUIPMENT AT ST. LUKE'S HOSPITAL OF KANSAS CITY (SLH) - CAPITAL EXPENDITURES FOR CONSTRUCTION/RENOVATION OF HOSPITAL. $2,893,868MEDICAL EDUCATION ENDOWMENT CAMPAIGN - CAMPAIGN EXPENDITURES TO SUPPORT MEDICAL EDUCATION BY CREATING A SIGNIFICANT ENDOWMENT. $1,083,323RESEARCH PROGRAMS - FUNDING PROVIDED TO VARIOUS MEDICAL RESEARCH PROJECTS. $7,912,132EDUCATION AND TRAVEL - FUNDS PROVIDED TO HOSPITAL EMPLOYEES FOR MEDICAL EDUCATIONAL TRIPS, AS WELL AS LECTURES HELD ON CAMPUS TO FURTHER THE MEDICAL EDUCATION OF THE PROFESSIONAL COMMUNITY. $2,348,735SPECIAL MEDICAL PROGRAMS - PROJECTS TO ENHANCE PATIENT CARE, PURCHASES OF MEDICAL EQUIPMENT, AND OTHER PROJECTS NOT DIRECTLY RELATED TO RESEARCH. $5,502,882MID-AMERICA HEART INSTITUTE AT SLH - FELLOWSHIPS AVAILABLE IN THE CARDIAC FIELD, PROJECTS OR EQUIPMENT PURCHASES SPECIFICALLY FOR 'HEART' HEALTH CARE, AND FUNDS RESTRICTED BY DONORS FOR USE AT SAINT LUKE'S HOSPITAL UNDER THE DIRECTION OF CARDIOLOGY STAFF PHYSICIANS. $2,083,738LOANS, SCHOLARSHIPS AND AWARDS - EDUCATIONAL FUNDS FOR LOANS, SCHOLARSHIPS OR AWARDS TO HOSPITAL EMPLOYEES, COLLEGE OF NURSING STUDENTS OR OTHER STUDENTS OF THE MEDICAL TECHNICAL SCHOOLS OF SAINT LUKE'S HOSPITAL. $388,368TOTAL PROGRAM SERVICES: $22,213,046 | Desc |
| Total Program Service Expenses | $22,213,046 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 189 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF THURLOW | PersonNm |
| Phone | 8169322252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SCOTT M RAVIS MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN W HENDREN MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL J MARGOLIN MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT BOSWELL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NED O'CONNOR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD J KNOPKE | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM WAGSTAFF | ||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| A MICHAEL BORKON MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN A BYBEE MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GAYDEN CARRUTH PH D | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES D HORNER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURENCE R JONES JR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN P MCMEEL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD E MUELLER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL P POWELL | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| B JOHN READEY III | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIRSTIN PACE SALZMAN | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALIE SCHOLES MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY L SPRADLEY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK C THOMPSON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM BLOCH | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AUDREY LANGWORTHY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK AUSTENFELD MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY STEVENS MD | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TERRY WALL MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH A ASEL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GINA E LAWSON DO | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD D LOZOFF MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG S MADAY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN E OLDS MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN W MEARA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHIP MOXLEY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE H RICHTER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| N GARY WAGES | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD T STEINLE MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE L QUIRIN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK LITZLER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $203,869 | $0 | $17,578 | Yes (X) | |
| JEFFREY THURLOW | ||||||
| CFO | 40.00 | $106,491 | $0 | $17,578 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $310,360 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35,156 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGAL AID OF WESTERN MISSOURI | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 GRAND BLVD STE 1900 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL | ServicesDesc |
| Compensation | $132,074 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,145,274 | FundraisingAmt |
| All Other Contributions | $10,116,896 | AllOtherContributionsAmt |
| Noncash Contributions | $102,017 | NoncashContributionsAmt |
| Total Contributions | $11,262,170 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH & EDUCATION SEMINARS | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $8,571,175 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,571,175 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,571,175 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,124,114 | TotalRevenueColumnAmt |
| Exclusion | $3,124,114 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,834 | TotalRevenueColumnAmt |
| Exclusion | $28,834 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $945,864 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $992,098 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$46,234 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,234 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $99 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$46,333 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,177,576 | SecuritiesAmt |
| Other | $949,721 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,113 | SecuritiesAmt |
| Other | $867,113 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,067,463 | SecuritiesAmt |
| Other | $82,608 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,150,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,150,071 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $304,900 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,145,274 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $938,224 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$633,324 | TotalRevenueColumnAmt |
| Exclusion | -$633,324 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 900099 | $1,637,966 | $1,637,966 |
| BANQUET AND OTHER | 900099 | $93,443 | $93,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,731,409 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,188,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,452,655 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $99 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,473,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,464,633 | TotalAmt |
| Program Services | $1,464,633 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,131 | TotalAmt |
| Program Services | $329,131 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,266 | TotalAmt |
| Management And General | $185,633 | ManagementAndGeneralAmt |
| Fundraising | $185,633 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,760,303 | TotalAmt |
| Program Services | $6,119,043 | ProgramServicesAmt |
| Management And General | $404,999 | ManagementAndGeneralAmt |
| Fundraising | $236,261 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,452 | TotalAmt |
| Management And General | $18,226 | ManagementAndGeneralAmt |
| Fundraising | $18,226 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,397 | TotalAmt |
| Program Services | $361,669 | ProgramServicesAmt |
| Management And General | $62,926 | ManagementAndGeneralAmt |
| Fundraising | $55,802 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,580 | TotalAmt |
| Program Services | $37,987 | ProgramServicesAmt |
| Management And General | $40,064 | ManagementAndGeneralAmt |
| Fundraising | $35,529 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,993 | TotalAmt |
| Program Services | $1,665,993 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887 | TotalAmt |
| Management And General | $1,887 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,300 | TotalAmt |
| Management And General | $52,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,774,461 | TotalAmt |
| Program Services | $2,629,629 | ProgramServicesAmt |
| Management And General | $78,832 | ManagementAndGeneralAmt |
| Fundraising | $66,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,525,866 | TotalAmt |
| Program Services | $1,126,752 | ProgramServicesAmt |
| Management And General | $324,272 | ManagementAndGeneralAmt |
| Fundraising | $74,842 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,111 | TotalAmt |
| Program Services | $202,721 | ProgramServicesAmt |
| Management And General | $108,390 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929,663 | TotalAmt |
| Program Services | $912,702 | ProgramServicesAmt |
| Management And General | $13,783 | ManagementAndGeneralAmt |
| Fundraising | $3,178 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,260 | TotalAmt |
| Program Services | $207,920 | ProgramServicesAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
| Fundraising | $3,165 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,149 | TotalAmt |
| Management And General | $178,149 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH | $6,886,582 | $6,886,582 | ||
| MISCELLANEOUS | $365,372 | $258,284 | $32,018 | $75,070 |
| BANQUETS | $36,570 | $0 | $36,570 | |
| BAD DEBT | $10,000 | $10,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,504,976 | TotalAmt |
| Program Services | $22,213,046 | ProgramServicesAmt |
| Management And General | $1,538,224 | ManagementAndGeneralAmt |
| Fundraising | $753,706 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,044,526 | BOYAmt |
| EOY | $6,022,630 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,821,646 | BOYAmt |
| EOY | $1,103,102 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,530 | BOYAmt |
| EOY | $1,352,423 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,517 | BOYAmt |
| EOY | $9,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,453,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,754,378 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,180,659 | BOYAmt |
| EOY | $12,699,228 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,301,262 | BOYAmt |
| EOY | $145,092,461 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,457,969 | BOYAmt |
| EOY | $2,542,640 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,931,109 | BOYAmt |
| EOY | $168,822,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,304,005 | BOYAmt |
| EOY | $1,403,901 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,621 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,263,249 | BOYAmt |
| EOY | $1,264,950 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,578,875 | BOYAmt |
| EOY | $2,668,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,699,969 | BOYAmt |
| EOY | $4,985,598 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,739,799 | BOYAmt |
| EOY | $125,173,398 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,912,466 | BOYAmt |
| EOY | $35,994,572 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,352,234 | BOYAmt |
| EOY | $166,153,568 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,931,109 | BOYAmt |
| EOY | $168,822,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,683,239 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,881,905 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,556,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,418,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,732,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,631,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,262,170 | CurrentTaxYearAmt |
| Total | $58,599,756 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,556,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,418,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,732,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,631,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,262,170 | CurrentTaxYearAmt |
| Total | $58,599,756 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,764,172 | SubstantialContributorsTotAmt |
| Public Support Total170 | $52,835,584 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,076,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,261,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,577,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,531,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,098,812 | CurrentTaxYearAmt |
| Total | $18,545,962 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $77,145,718 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $35,408,805 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,881,304 | BeginningYearBalanceAmt |
| Contributions | $936,039 | ContributionsAmt |
| Investment Earnings Or Losses | $3,943,453 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $329,131 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,373,048 | OtherExpendituresAmt |
| End Year Balance | $67,058,617 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,165,292 | BeginningYearBalanceAmt |
| Contributions | $770,576 | ContributionsAmt |
| Investment Earnings Or Losses | $11,604,670 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $314,943 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,344,291 | OtherExpendituresAmt |
| End Year Balance | $64,881,304 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,226,704 | BeginningYearBalanceAmt |
| Contributions | $545,088 | ContributionsAmt |
| Investment Earnings Or Losses | $6,695,547 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $236,057 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,065,990 | OtherExpendituresAmt |
| End Year Balance | $55,165,292 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,975,545 | BeginningYearBalanceAmt |
| Contributions | $684,708 | ContributionsAmt |
| Investment Earnings Or Losses | -$418,442 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $157,454 | GrantsOrScholarshipsAmt |
| Other Expenditures | $857,653 | OtherExpendituresAmt |
| End Year Balance | $50,226,704 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,601,319 | BeginningYearBalanceAmt |
| Contributions | $711,565 | ContributionsAmt |
| Investment Earnings Or Losses | $5,603,812 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $151,110 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,790,041 | OtherExpendituresAmt |
| End Year Balance | $50,975,545 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53680 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46320 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,668,670 | OtherCostOrOtherBasisAmt |
| Book Value | $7,668,670 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,840,594 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,993,874 | DepreciationAmt |
| Book Value | $4,846,720 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $944,342 | OtherCostOrOtherBasisAmt |
| Depreciation | $760,504 | DepreciationAmt |
| Book Value | $183,838 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,699,228 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $1,264,950 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,264,950 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,374,939 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,881,905 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $138,307 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,930,322 | OtherRevenueAmt |
| Revenue Not Reported | -$3,813,276 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,188,215 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,188,215 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,573,605 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $138,307 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,930,322 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,068,629 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,504,976 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,504,976 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USES OF THE ENDOWMENT FUNDS ARE RESTRICTED TO THE DONOR IMPOSED STIPULATIONS. THE FUNDS MAY BE USED TO SUPPORT THE SPECIFIED ACTIVITY, AS DIRECTED BY THE DONOR. |
| PART X, LINE 2: | SAINT LUKE'S FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. WESTPORT TODAY IS SUBJECT TO FEDERAL INCOME TAXES ON UNRELATED BUSINESS INCOME. WESTPORT TOMORROW IS SUBJECT TO INCOME TAXES AS A FOR-PROFIT CORPORATION. UNCERTAIN TAX POSITIONS, IF ANY, ARE RECORDED AS A LIABILITY IF A TAX POSITION TAKEN DOES NOT MEET THE MORE-LIKELY-THAN NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS RECORDED AT DECEMBER 31, 2014 OR 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 938,224. RENTAL EXPENSES 992,098. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 938,224. RENTAL EXPENSES 992,098. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOO BALL | Event1Nm |
| Gross Receipts Event1 | $265,561 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $218,922 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $46,639 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $46,639 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $88,523 | OtherDirectExpensesEvent1Amt |
| Event2 | MEI GALA | Event2Nm |
| Gross Receipts Event2 | $229,742 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $169,826 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $59,916 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $29,916 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $106,246 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 13 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $954,871 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $756,526 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $198,345 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $198,345 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $468,555 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,450,174 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,145,274 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $304,900 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $274,900 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $663,324 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $938,224 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$633,324 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LUKE'S HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WORNALL ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 440545297 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Non Cash Assistance | $1,464,633 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | EQUIPMENT GRANTS | NonCashAssistanceDesc |
| Purpose Of Grant | CAPITAL IMPROVEMENTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR NURSING STUDENTS ATTENDING SAINT LUKE'S COLLEGE | GrantTypeTxt |
| Recipient | 235 | RecipientCnt |
| Cash Grant | $329,131 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION WORKS WITH THE RESPECTIVE PERSONNEL THAT ARE USING THE GRANT FUNDS TO MONITOR THE USE OF THE FUND FOR THE PROPER USE OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK LITZLER | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $203,689 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $180 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,578 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $221,447 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | A COMPENSATION REVIEW WAS COMPLETED ON MARK LITZLER'S SALARY. HE RECEIVED A RAISE IN 2014, WHICH WAS APPROVED BY THE BOARD CHAIRMAN AND BOARD PRESIDENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | STOCKS | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $102,017 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY RSM US LLP WITH THE ASSISTANCE OF JEFF THURLOW, CFO. THE 990 IS REVIEWED BY MARK LITZLER (FOUNDATION EXECUTIVE DIRECTOR) AND THE FOUNDATION'S TREASURER. THE 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY ANY CONFLICTS THEY MAY HAVE. THE EXECUTIVE DIRECTOR AND CFO ALONG WITH THE BOARD MEMBERS REVIEW ANY CONFLICTS REGULARLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEWS FORM 990 OF OTHER SIMILAR ORGANIZATIONS TO DETERMINE AND APPROVE COMPENSATION FOR THE EXECUTIVE DIRECTOR. COMPENSATION IS REVIEWED ANNUALLY BY THE PRESIDENT OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,611,158. MANAGEMENT AND GENERAL EXPENSES 26,532. FUNDRAISING EXPENSES 66,000. TOTAL EXPENSES 2,703,690. CONSULTING: PROGRAM SERVICE EXPENSES 18,471. MANAGEMENT AND GENERAL EXPENSES 52,300. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,771. |
| FORM 990, PART XI, LINE 2C | THE FOUNDATION HAS A FINANCE COMMITTEE THAT REVIEWS THE AUDIT AND SELECTS THE AUDITORS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT TODAY OF KANSAS CITY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST 47TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431845751 | EIN |
| Primary Activities | RENTAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Total Income | $802,534 | TotalIncomeAmt |
| End Of Year Assets | $11,705,346 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S FOUNDATION | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT OF TOMORROW INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270186549 | EIN |
| Primary Activities | REAL ESTATE DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $1,000,000 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments