TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION (EIN 43-1194064)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349304876
- Schema version
- 2011v1.5
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T14:48:23-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431194064 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Truman Medical Center Charitable Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JANEEN KAMMERER | InCareOfName |
| Name Control | TRUM | NameControl |
| Phone | 8164043430 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 Holmes Street | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES DAWSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Engle | Name |
| Phone | 8162216300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | James Dawson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 HOLMES STREET STE 735 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8404950 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.trumed.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | ORGANIZED TO ACCEPT, HOLD, AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF TRUMAN MEDICAL CENTER AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 21 | TotalNbrVolunteers |
| Total Gross UBI | 3708 | TotalGrossUBI |
| Contributions Grants Prior Year | 3408103 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6926322 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 789977 | InvestmentIncomePriorYear |
| Investment Income Current Year | 443245 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 168819 | OtherRevenuePriorYear |
| Other Revenue Current Year | 90671 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4366899 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7460238 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3131575 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4421497 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 998353 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1007957 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 30397 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 277814 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 993403 | OtherExpensePriorYear |
| Other Expenses Current Year | 890878 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5123331 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6350729 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -756432 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1109509 | RevenuesLessExpensesCY |
| Total Assets BOY | 20231034 | TotalAssetsBOY |
| Total Assets EOY | 19200661 | TotalAssetsEOY |
| Total Liabilities BOY | 4220437 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2829103 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16010597 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16371558 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5032997 | Expense |
| Grants | 4421497 | Grants |
| Revenue | 0 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 5032997 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANEEN KAMMERER | NamePerson |
| Telephone Number | 8168420944 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 BROADWAY SUITE 130 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Other CompensationOtherCompensation | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs |
|---|---|---|---|---|---|---|
| LORETTA BRITTON MD | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| CARL CHINNERY | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| DEBORAH KNIGHT | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| DOUGLAS Y CURRAN | ||||||
| VICE-CHAIR/DIRECTOR | 1.0 | X | 0 | 0 | X | |
| MICHELLE DESILVA | ||||||
| Treasurer/Director | 1.0 | X | 0 | 0 | X | |
| JO ANN FIELD | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| THOMAS HOLCOMJR | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| AL MAURO | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| NELSON SABATES MD | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| VALERIE CHOW MD | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | ||
| PETER WALSH | ||||||
| SECRETARY/DIRECTOR | 1.0 | X | 0 | 0 | X | |
| CAROLYN WATLEY | ||||||
| ASST TREASURER/DIRECTOR | 1.0 | X | 0 | 0 | X | |
| JOY WHEELER | ||||||
| CHAIR/DIRECTOR | 1.0 | X | 0 | 0 | X | |
| LAURIE MCCORMACK | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | ||
| DAVID EMBRY | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| JEANETTE PRENGER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | ||
| DAVE FENLEY | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| BRETT LEWIS | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| PAUL BLACK | ||||||
| Director | 1.0 | X | 0 | 0 | X | 0 |
| MARGE MORAN | ||||||
| Director | 1.0 | X | 0 | 0 | ||
| JERRE WIGGANS | ||||||
| DIRECTOR | 1.0 | X | ||||
| JAMES DAWSON | ||||||
| Executive Director | 30.0 | 205029 | 48370 | X | 68343 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 205029 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 68343 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 48370 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 165326 | FederatedCampaigns |
| Fundraising Events | 417106 | FundraisingEvents |
| Related Organizations | 523939 | RelatedOrganizations |
| All Other Contributions | 5819951 | AllOtherContributions |
| Noncash Contributions | 540000 | NoncashContributions |
| Total Contributions | 6926322 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 309321 | TotalRevenueColumn |
| Exclusion | $309,321 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 953554 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 709506 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 244048 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 244048 | TotalRevenueColumn |
| Exclusion | $244,048 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 133924 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 133924 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 133924 | TotalRevenueColumn |
| Exclusion | $133,924 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 75144 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 417106 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 235206 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -160062 | TotalRevenueColumn |
| Exclusion | -$160,062 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Other income | 900099 | 2977 | $2,977 | |
| INCOME FROM PARTNERSHIPS | 900099 | 3708 | 3708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6685 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7460238 | TotalRevenueColumn |
| Unrelated Business Revenue | 3708 | UnrelatedBusinessRevenue |
| Exclusion | $530,208 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4421497 | Total |
| Program Services | 4421497 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372233 | Total |
| Management And General | 372233 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475146 | Total |
| Management And General | 316941 | ManagementAndGeneral |
| Fundraising | 158205 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160578 | Total |
| Management And General | 107112 | ManagementAndGeneral |
| Fundraising | 53466 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235 | Total |
| Management And General | 235 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90395 | Total |
| Management And General | 90395 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49154 | Total |
| Program Services | 49154 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30397 | Total |
| Fundraising | 30397 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482 | Total |
| Management And General | 482 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43381 | Total |
| Management And General | 43381 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5900 | Total |
| Fundraising | 5900 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11222 | Total |
| Management And General | 11222 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1687 | Total |
| Fundraising | 1687 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29300 | Total |
| Management And General | 11094 | ManagementAndGeneral |
| Fundraising | 18206 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Project Expenses | 394452 | 394452 | ||
| BANK FEES | 18967 | 18967 | ||
| DUES & SUBSCRIPTIONS | 1077 | 1077 | ||
| VOLUNTEER APPRECIATION | 1389 | 97 | 1292 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243237 | Total |
| Program Services | 167894 | ProgramServices |
| Management And General | 67759 | ManagementAndGeneral |
| Fundraising | 7584 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6350729 | Total |
| Program Services | 5032997 | ProgramServices |
| Management And General | 1039918 | ManagementAndGeneral |
| Fundraising | 277814 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 228040 | BOY |
| EOY | 233424 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4660570 | BOY |
| EOY | 1546076 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 923232 | BOY |
| EOY | 4235486 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 621661 | BOY |
| EOY | 772734 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4792326 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2377475 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2549436 | BOY |
| EOY | 2414851 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9998625 | BOY |
| EOY | 9107743 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226078 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1023392 | BOY |
| EOY | 890347 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20231034 | BOY |
| EOY | 19200661 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1142853 | BOY |
| EOY | 1428311 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1341100 | BOY |
| EOY | 816100 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1620000 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116484 | BOY |
| EOY | 584692 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4220437 | BOY |
| EOY | 2829103 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3950940 | BOY |
| EOY | 2832045 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8991759 | BOY |
| EOY | 10346415 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3067898 | BOY |
| EOY | 3193098 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16010597 | BOY |
| EOY | 16371558 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20231034 | BOY |
| EOY | 19200661 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1109509 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -748548 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17358348 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4740065 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3821715 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3408103 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6926322 | CurrentTaxYear |
| Total | 36254553 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17358348 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4740065 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3821715 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3408103 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6926322 | CurrentTaxYear |
| Total | 36254553 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 18995098 | AmountsSubstContributorsTotal |
| Public Support Total170 | 17259455 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1884295 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1533106 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1278240 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1347118 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1262875 | CurrentTaxYear |
| Total | 7305634 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3708 | CurrentTaxYear |
| Total | 3708 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2977 | CurrentTaxYear |
| Total | 2977 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43566872 | TotalSupport |
| Gross Receipts From Admissions Etc | 466810 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.39616 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66213 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 49154 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 49154 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6301575 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6350729 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 467536 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 116884 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 600431 | CurrentYearMinus3 |
| Current Year Minus2 | 781250 | CurrentYearMinus2 |
| Current Year Minus1 | 406167 | CurrentYearMinus1 |
| Current Year | 467536 | CurrentYear |
| Total | 2255384 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,383,076 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 46038 | CurrentYearMinus3 |
| Current Year Minus2 | 49067 | CurrentYearMinus2 |
| Current Year Minus1 | 47451 | CurrentYearMinus1 |
| Current Year | 49154 | CurrentYear |
| Total | 191710 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 150108 | CurrentYearMinus3 |
| Current Year Minus2 | 195313 | CurrentYearMinus2 |
| Current Year Minus1 | 101542 | CurrentYearMinus1 |
| Current Year | 116884 | CurrentYear |
| Total | 563847 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $845,771 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 540000 | RevenuesIncluded |
| Assets In Part X | 540000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2981134 | BeginningOfYearBalance |
| Contributions | 125200 | Contributions |
| Investment Earnings Or Losses | 70859 | InvestmentEarningsOrLosses |
| Other Expenditures | 99840 | OtherExpenditures |
| End Of Year Balance | 3077353 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2781031 | BeginningOfYearBalance |
| Contributions | 5200 | Contributions |
| Investment Earnings Or Losses | 291700 | InvestmentEarningsOrLosses |
| Other Expenditures | 96797 | OtherExpenditures |
| End Of Year Balance | 2981134 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2747603 | BeginningOfYearBalance |
| Contributions | 1100 | Contributions |
| Investment Earnings Or Losses | 140396 | InvestmentEarningsOrLosses |
| Other Expenditures | 108068 | OtherExpenditures |
| End Of Year Balance | 2781031 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3179234 | BeginningOfYearBalance |
| Contributions | 250 | Contributions |
| Investment Earnings Or Losses | -340581 | InvestmentEarningsOrLosses |
| Other Expenditures | 91300 | OtherExpenditures |
| End Of Year Balance | 2747603 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 518 | OtherCostOrOtherBasis |
| Book Value | 518 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3901645 | OtherCostOrOtherBasis |
| Depreciation | 1644718 | Depreciation |
| Book Value | 2256927 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 538323 | OtherCostOrOtherBasis |
| Depreciation | 538323 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 351840 | OtherCostOrOtherBasis |
| Depreciation | 194434 | Depreciation |
| Book Value | 157406 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2414851 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Charitable Remainder Trust | $468,208 |
| SECURITIES DEPOSITS | $116,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 584692 | TotalOfAmounts |
| Total Revenue | 7460238 | TotalRevenue |
| Total Expenses | 6350729 | TotalExpenses |
| Excess Or Deficit For Year | 1109509 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -257680 | NetUnrealizedGLOnInvestments |
| Other | -$3,708 | OtherAmount |
| Total Adjustments | -261388 | TotalAdjustments |
| Excess Or Deficit Per FS | 848121 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8143562 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -257680 | NetUnrealizedGainsInvestments |
| Other Revenues | 944712 | OtherRevenues |
| Revenue Not Rptd F990 | 687032 | RevenueNotRptdF990 |
| Revenue Subtotal | 7456530 | RevenueSubtotal |
| Other Revenues Not Included | 3708 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3708 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7460238 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7295441 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 944712 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 944712 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6350729 | ExpensesSubtotal |
| Total Expenses Per Form990 | 6350729 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 - RECONCILIATION OF CHANGE IN NET ASSETS | SCHEDULE D, PART XI, LINE 8 | INCOME FROM PARTNERSHIPS $(3,708) |
| OTHER - REVENUE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 | SCHEDULE D, PART XII, LINE 2D | RENTAL EXPENSES $709,506 SPECIAL EVENT EXPENSES 235,206 ======== TOTAL $944,712 |
| OTHER - REVENUE INCLUDED ON FORM 990, PART VIII, LINE 12 BUT NOT ON LINE 1 | SCHEDULE D, PART XII, LINE 4B | INCOME FROM PARTNERSHIPS $3,708 |
| OTHER - EXPENSE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 | SCHEDULE D, PART XIII, LINE 2D | RENTAL EXPENSES $709,506 SPECIAL EVENT EXPENSES 235,206 ======== TOTAL $944,712 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FFAC | NameOfEvent1 |
| Gross Receipts Event1 | 318000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 275350 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 42650 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 11130 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 12138 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 25000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 146713 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BRISTOL | NameOfEvent2 |
| Gross Receipts Event2 | 120250 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 105360 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 14890 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 5986 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 360 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 8965 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 54000 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 36396 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 17604 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 7312 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 847 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 16755 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 492250 | GrossReceiptsTotal |
| Charitable Contributions Total | 417106 | CharitableContributionsTotal |
| Gross Revenue Total Events | 75144 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 18442 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 18971 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 25360 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 172433 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 235206 | DirectExpenseSummaryEvents |
| Net Income Summary | -160062 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| TRUMAN MEDICAL CENTER INC | |||||||
| 2301 HOLMES STREET | KANSAS CITY | MO | 64108 | 440661018 | 501(C)(3) | 4409126 | OPERATIONS & EQUIP |
| GKCCF | |||||||
| 1055 BROADWAY STE 130 | KANSAS CITY | MO | 64105 | 431152398 | 501(C)(3) | 8200 | GENERAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESS FOR MONITORING THE USE OF GRANTS IN THE U.S. | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | GRANTS ARE REIMBURSED AFTER EXPENDITURES ARE MADE. SUPPORTING DOCUMENTATION FOR ALL GRANT EXPENDITURES ARE CAREFULLY REVIEWED FOR COMPLIANCE TO THE GRANT GUIDELINES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES DAWSON | NamePerson |
| Base Compensation Filing Org | 143870 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 47957 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 61159 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 20386 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 28850 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 9617 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 7427 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 2476 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 241306 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 80436 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. 2011 ACCRUAL JAMES DAWSON $32,502 |
| 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. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 540000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MKT VALUE APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NUMBER OF CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PART I, COLUMN B | ReturnReference |
| Explanation | THE INFORMATION PRESENTED IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 5 | UNREALIZED LOSSES ON INVESTMENTS (257,680) PRIOR YEAR NET ASSET ADJUSTMENT (487,160) INCOME FROM PARTNERSHIPS (3,708) TOTAL ($748,548) |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOY WHEELER TITLE:CHAIR/DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:PAUL BLACK TITLE:Director HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JAMES DAWSON TITLE:Executive Director HOURS:10 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUMAN MEDICAL CENTER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 HOLMES STREET | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440661018 | EIN |
| Primary Activities | Hospital | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 3 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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