2013-05-14T14:48:23-05:00 2012-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2011-07-01 431194064 Truman Medical Center Charitable Foundation % JANEEN KAMMERER TRUM 8164043430 2310 Holmes Street Kansas City MO 64108 JAMES DAWSON 2013-05-15 true Michael J Engle 8162216300 2011 2016-02-24 21:20:13Z James Dawson 2310 HOLMES STREET STE 735 Kansas City MO 64108 8404950 false X www.trumed.org X 1979 MO ORGANIZED TO ACCEPT, HOLD, AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF TRUMAN MEDICAL CENTER AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES 21 21 13 21 3708 3408103 6926322 0 0 789977 443245 168819 90671 4366899 7460238 3131575 4421497 0 0 998353 1007957 0 30397 277814 993403 890878 5123331 6350729 -756432 1109509 20231034 19200661 4220437 2829103 16010597 16371558 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 5032997 4421497 0 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. 5032997 true true false true false false false true false true true false false true true true 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 false true 34 0 13 true true true false false false false true true false false false false X 21 21 false false false false false false false true true false false true true true true true true false false false MO X JANEEN KAMMERER 8168420944 1055 BROADWAY SUITE 130 Kansas City MO 64105 X LORETTA BRITTON MD 1.0 X 0 0 CARL CHINNERY 1.0 X 0 0 DEBORAH KNIGHT 1.0 X 0 0 DOUGLAS Y CURRAN 1.0 X X 0 0 MICHELLE DESILVA 1.0 X X 0 0 JO ANN FIELD 1.0 X 0 0 THOMAS HOLCOMJR 1.0 X 0 0 AL MAURO 1.0 X 0 0 NELSON SABATES MD 1.0 X 0 0 VALERIE CHOW MD 1.0 X 0 0 PETER WALSH 1.0 X X 0 0 CAROLYN WATLEY 1.0 X X 0 0 JOY WHEELER 1.0 X X 0 0 LAURIE MCCORMACK 1.0 X 0 0 DAVID EMBRY 1.0 X 0 0 JEANETTE PRENGER 1.0 X 0 0 DAVE FENLEY 1.0 X 0 0 BRETT LEWIS 1.0 X 0 0 PAUL BLACK 1.0 X X 0 0 0 MARGE MORAN 1.0 X 0 0 JERRE WIGGANS 1.0 X JAMES DAWSON 30.0 X 205029 68343 48370 205029 68343 48370 1 false true false 0 165326 417106 523939 5819951 540000 6926322 0 309321 309321 0 0 953554 709506 244048 244048 244048 133924 133924 133924 133924 75144 417106 235206 -160062 -160062 0 0 Other income 900099 2977 2977 INCOME FROM PARTNERSHIPS 900099 3708 3708 6685 7460238 3708 530208 4421497 4421497 0 0 0 372233 372233 0 475146 316941 158205 0 160578 107112 53466 0 0 235 235 90395 90395 49154 49154 30397 30397 482 482 43381 43381 5900 5900 11222 11222 0 0 0 1687 1687 0 29300 11094 18206 0 0 0 0 Project Expenses 394452 394452 BANK FEES 18967 18967 DUES & SUBSCRIPTIONS 1077 1077 VOLUNTEER APPRECIATION 1389 97 1292 243237 167894 67759 7584 6350729 5032997 1039918 277814 228040 233424 4660570 1546076 923232 4235486 621661 772734 0 0 0 0 0 0 0 0 0 0 4792326 2377475 2549436 2414851 9998625 9107743 226078 0 0 0 0 0 1023392 890347 20231034 19200661 1142853 1428311 1341100 816100 0 0 1620000 0 0 0 0 0 0 0 0 0 116484 584692 4220437 2829103 X 3950940 2832045 8991759 10346415 3067898 3193098 16010597 16371558 20231034 19200661 X 1109509 -748548 X false true true X false X 17358348 4740065 3821715 3408103 6926322 36254553 17358348 4740065 3821715 3408103 6926322 36254553 18995098 17259455 1884295 1533106 1278240 1347118 1262875 7305634 0 0 0 0 3708 3708 0 0 0 0 2977 2977 43566872 466810 0.39616 0.66213 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 49154 49154 6301575 6350729 467536 116884 600431 781250 406167 467536 2255384 3383076 46038 49067 47451 49154 191710 150108 195313 101542 116884 563847 845771 0 0 0 0 0 540000 540000 X false 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 518 518 3901645 1644718 2256927 538323 538323 0 351840 194434 157406 0 0 0 2414851 0 Charitable Remainder Trust 468208 SECURITIES DEPOSITS 116484 584692 7460238 6350729 1109509 -257680 -3708 -261388 848121 8143562 -257680 944712 687032 7456530 3708 3708 7460238 7295441 944712 944712 6350729 6350729 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 X X false FFAC 318000 275350 42650 11130 12138 25000 146713 BRISTOL 120250 105360 14890 5986 360 8965 1 54000 36396 17604 7312 847 16755 492250 417106 75144 18442 18971 25360 172433 235206 -160062 true 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 2 0 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 143870 47957 0 0 61159 20386 28850 9617 7427 2476 241306 80436 0 0 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. X 2 540000 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 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 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