2014-05-14T12:34:31-05:00 2013-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2012-07-01 431194064 Truman Medical Center Charitable Foundation % KATIE GRAY TRUM 8164043430 2310 Holmes Street Suite STE 735 Kansas City MO 64108 KARLYN WILKINS 8164043430 2014-05-15 true Michael J Engle 8162216300 2012 2015-11-30 17:44:51Z KARLYN WILKINS 2310 HOLMES STREET STE 735 Kansas City MO 64108 10361656 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 22 22 31 22 -21229 -21229 6926322 8431000 0 0 443245 1037588 90671 331144 7460238 9799732 4421497 6892434 0 0 1007957 973908 30397 38697 199685 890878 732959 6350729 8637998 1109509 1161734 19200661 19119385 2829103 1902105 16371558 17217280 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 7138955 6891280 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. 7138955 true true false true false false false true false true true false false false false false true false false false false false false true true false false true false true 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 22 22 false false false false false false false true true false false true true true true true true false false false MO X KATIE GRAY 8166273439 1055 BROADWAY SUITE 130 Kansas City MO 64105 LORETTA BRITTON MD 1.0 X 0 0 0 CARL CHINNERY 1.0 X 0 0 0 DEBORAH KNIGHT 1.0 X 0 0 0 DOUGLAS Y CURRAN 1.0 1.0 X X 0 0 0 MICHELLE DESILVA 1.0 X X 0 0 0 JO ANN FIELD 1.0 X 0 0 0 BILL GEORGE JR 1.0 X 0 0 0 AL MAURO 1.0 X 0 0 0 NELSON SABATES MD 1.0 X 0 0 0 VALERIE CHOW MD 1.0 X 0 0 0 PETER WALSH 1.0 X X 0 0 0 CAROLYN WATLEY 1.0 X X 0 0 0 PEGGY DUNN 1.0 1.0 X X 0 0 0 LAURIE MCCORMACK 1.0 X 0 0 0 DAVID EMBRY 1.0 X 0 0 0 JEANETTE PRENGER 1.0 X 0 0 0 DAVE FENLEY 1.0 X 0 0 0 BRETT LEWIS 1.0 X 0 0 0 ERIC NEGRETE 1.0 X X 0 0 0 MARGE MORAN 1.0 X 0 0 0 JERRE WIGGANS 1.0 X 0 0 0 JOHN SUNDEEN 1.0 X KARLYN WILKINS 30.0 X 0 0 0 JAMES DAWSON 30.0 10.0 X 243063 81021 25501 243063 81021 25501 1 false true false 0 314240 327540 195699 7593521 72851 8431000 0 317472 317472 0 0 856237 350262 505975 0 505975 505975 720116 720116 720116 720116 58060 327540 211662 -153602 -153602 0 0 INCOME FROM PARTNERSHIPS 900099 -21229 -21229 -21229 9799732 -21229 1389961 6892434 6892434 0 0 0 353463 353463 0 463726 366343 97383 0 156719 123808 32911 0 0 100 100 88767 88767 48000 48000 38697 38697 0 64392 64392 1791 1791 13381 13381 0 0 0 276 276 0 12637 11094 1543 0 0 0 0 Bank Fees 14629 14629 Dues & Subscriptions 1397 1397 Volunteer Appreciation 1066 75 991 Direct Fund Expense 198521 198521 288002 263306 24696 8637998 7138955 1299358 199685 233424 204510 1546076 4646652 4235486 4907652 772734 0 0 0 0 0 0 0 0 0 0 0 58203 47650 2414851 10553 9107743 8737167 0 0 0 0 0 0 890347 612851 19200661 19119385 1428311 1702105 816100 200000 0 0 0 0 0 0 0 0 0 0 0 0 584692 0 2829103 1902105 X 2832045 -164798 10346415 14188980 3193098 3193098 16371558 17217280 19200661 19119385 X 1161734 -337241 21229 X false true X true false X 4740065 3821715 3408103 6926322 8431000 27327205 0 0 4740065 3821715 3408103 6926322 8431000 27327205 9712265 17614940 1533106 1278240 1347118 1262875 1173709 6595048 0 0 0 3708 0 3708 0 0 0 0 0 0 33925961 287682 0.51922 0.39616 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48000 48000 8589998 8637998 581900 145475 781250 406167 467536 581900 2236853 3355280 49067 47451 49154 48000 193672 195313 101542 116884 145475 559214 838821 0 0 0 0 0 72851 612851 X false 3077353 200 189940 93656 3173837 2981134 125200 70859 99840 3077353 2781031 5200 291700 96797 2981134 2747603 1100 140396 108068 2781031 3179234 250 -340581 91300 2747603 0.00000 1.00000 0.00000 true false 0 58203 47650 10553 10553 10045644 -337241 561924 224683 9820961 -21229 -21229 9799732 9199922 561924 561924 8637998 8637998 ART COLLECTION SCHEDULE D, PART III, LINE 4 CERTAIN WORKS OF ART ARE EXHIBITED THROUGHOUT THE HOSPITAL FOR GUESTS AND PATIENTS TO VIEW. ENDOWMENT FUNDS 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. LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 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. OTHER - REVENUE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 SCHEDULE D, PART XI, LINE 2D RENTAL EXPENSES $350,262 SPECIAL EVENT EXPENSES 211,662 ======== TOTAL $561,924 OTHER - REVENUE INCLUDED ON FORM 990, PART VIII, LINE 12 BUT NOT ON LINE 1 SCHEDULE D, PART XI, LINE 4B LOSSES FROM PARTNERSHIPS ($21,229) OTHER - EXPENSE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 SCHEDULE D, PART XI, LINE 2D RENTAL EXPENSES $350,262 SPECIAL EVENT EXPENSES 211,662 ======== TOTAL $561,924 X X X true ENCORE GRANT SERVICES INC 2801 SW 10TH STREET LEES SUMMIT MO 64081 GRANT WRITING false 6870 GRANTELLIGENCE LLC MS CYNTHIA A R 7307 ROSEWOOD DRIVE PRAIRIE VILLAGE KS 66208 GRANT WRITING false 18777 PS SMART MARKETING FUNDRAISING P 521 NW 64TH STREET KANSAS CITY MO 13050 GRANT WRITING false 13050 38697 All States FFAC 192000 160150 31850 9325 16758 25000 128970 BRISTOL 147100 132670 14430 5889 360 7478 1 46500 34720 11780 8730 1340 7812 385600 327540 58060 18055 23987 25360 144260 211662 -153602 true TRUMAN MEDICAL CENTER INC 2301 HOLMES STREET KANSAS CITY MO 64108 440661018 501(C)(3) 6446066 EQUIPMENT 1 PROCESS FOR MONITORING THE USE OF GRANTS IN THE U.S. 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. false true false false false false false false JAMES DAWSON 176396 58799 0 0 66667 22222 15702 5234 3424 1141 262189 87396 COMPENSATION FROM A RELATED ORGANIZATION FORM 990, PART VII; SCHEDULE J, PART I, LINE 3 AND PART II THE COMPENSATION BEING REPORTED FOR JAMES DAWSON, BY A RELATED ORGANIZATION, IS FROM TRUMAN MEDICAL CENTER, INC. TRUMAN MEDICAL CENTER, INC. USES A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT BOARD MEMBERS TO ESTABLISH AND APPROVE THE COMPENSATION AND BENEFITS FOR THE FOUNDATION'S EXECUTIVE DIRECTOR. TRUMAN MEDICAL CENTER, INC. UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT, A WRITTEN CONTRACT, FORM 990 OF COMPARABLE ORGANIZATIONS AND COMPENSATION SURVEYS TO ESTABLISH FAIR MARKET VALUE SALARIES AND BENEFITS FOR TRUMAN MEDICAL CENTER, INC. AND ITS AFFILIATES' OFFICERS AND DIRECTORS. THE TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION REIMBURSES TRUMAN MEDICAL CENTER, INC. FOR 75% OF THE COMPENSATION PAID TO JAMES DAWSON. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B & PART II JAMES DAWSON, EXECUTIVE DIRECTOR OF THE FOUNDATION, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OFFERED BY TRUMAN MEDICAL CENTER, INC., A RELATED ORGANIZATION. 2012 PAYMENT JAMES DAWSON $ 86,086 COMPENSATION REPORTED IN PRIOR YEAR FORM 990 SCHEDULE J, PART II, COLUMN F COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THE COMPENSATION IS GENERALLY REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS PAID TO THE INDIVIDUAL. SCHEDULE J, PART II, COLUMN F REPRESENTS AMOUNTS THAT HAVE BEEN PREVIOUSLY REPORTED IN PRIOR YEARS. X 2 72851 MKT VALUE APPRAISAL 2 false true false NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I, COLUMN B THE INFORMATION PRESENTED IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. FORM 990 REVIEW PROCESS 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. CONFLICT OF INTEREST POLICY 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. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE FOUNDATIONS'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 FOUNDATIONS'S EXECUTIVE DIRECTOR. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. RECONCILIATION OF CHANGE IN NET ASSETS FROM 990, PART XI, LINE 9 LOSSES FROM PARTNERSHIPS $21,229 TRUMAN MEDICAL CENTER INC 2301 HOLMES STREET KANSAS CITY MO 64108 440661018 Hospital MO 501(C)(3) 3 NA false false true false false true false false false true false false false false true false false false false