2012-05-15T13:00:31-05:00 2011-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2010-07-01 431194064 Truman Medical Center Charitable Foundation TRUM 8164043430 2310 Holmes Street Kansas City MO 64108 JAMES DAWSON 2012-05-15 Michael J Engle 8162216300 2010 2016-02-24 21:20:13Z James Dawson 2310 HOLMES STREET STE 735 Kansas City MO 64108 5272949 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. 19 19 11 21 -14982 -14982 3821715 3408103 0 0 268428 789977 -101391 168819 3988752 4366899 10329674 3131575 0 0 912213 998353 0 0 259422 1183064 993403 12424951 5123331 -8436199 -756432 24792534 20231034 8678396 4220437 16114138 16010597 SEE SCHEDULE O false false 3846918 3131575 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 THE EMERGENCY DEPARTMENT, THE DON CHISHOLM LEARNING CENTER, NEW FRONTIERS BEHAVIORAL HEALTH, AND THE WOMEN'S HEALTH PROGRAM. THE FOUNDATION ALSO CONTINUES TO RAISE FUNDS FOR THE NEW CARDIOLOGY UNIT. 3846918 true true false true false false false false true true false false true true true true false false false false false false false true false false true false true false false false false false false false false true false false false false true false false false false true 0 0 11 true false false false false false true true false false false false X 19 19 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 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 X X 0 0 0 Michelle deSilva 1.0 X X 0 0 0 Jo Ann Field 1.0 X 0 0 0 Thomas H Holcom Jr 1.0 X 0 0 0 Al Mauro 1.0 X 0 0 0 Nelson Sabates 1.0 X 0 0 0 Valerie Chow 1.0 X 0 0 0 Peter Walsh 1.0 X X 0 0 0 Carolyn Watley 1.0 X 0 0 0 Joy Wheeler 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 Paul Black 1.0 X 0 0 0 James Dawson 20.0 X 114384 114384 62724 114384 114384 62724 1 false true false 0 210943 437028 2760132 240400 3408103 0 331014 331014 0 0 1016104 737366 278738 278738 278738 458963 0 458963 458963 458963 73747 437028 168684 -94937 -94937 0 0 LOSS FROM PARTNERSHIPS 525990 -14982 -14982 -14982 4366899 0 -14982 973778 3131575 3131575 0 0 0 143709 113530 30179 0 854644 675169 179475 0 0 0 0 212 212 97868 97868 47451 47451 0 4355 4355 42211 42211 1281 1281 30224 12816 17408 0 0 0 2704 2704 0 28419 11094 17325 0 0 0 0 Project Expenses 483093 483093 Income Beneficiary Payment 17748 17748 DONOR DEVELOPMENT 3693 3693 Direct Fund Expense 184799 184799 EQUIPMENT RENTAL & MAINT 38295 38295 11050 11050 5123331 3846918 1016991 259422 186071 228040 7753171 4660570 4036190 923232 363552 621661 4838211 2288775 2686003 2549436 7686537 9998625 422354 226078 1658656 1023392 24792534 20231034 4592704 1142853 1597128 1341100 1896 0 2360000 1620000 126668 116484 8678396 4220437 X 3843832 3950940 9207608 8991759 3062698 3067898 16114138 16010597 24792534 20231034 X -756432 652891 X false true true X false X 6920119 17358348 4740065 3821715 3408103 36248350 6920119 17358348 4740065 3821715 3408103 36248350 7066742 29181608 1781331 1884295 1533106 1278240 1347118 7824090 0 0 0 0 0 0 44072440 260333 0.66213 0.70663 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 47451 47451 5075880 5123331 406167 101542 473818 600431 781250 406167 2261666 3392499 40699 46038 49067 47451 183255 118455 150108 195313 101542 565418 848127 0 0 0 0 0 47451 2781031 5200 291700 96797 2981134 2747603 1100 140396 108068 2781031 3179234 250 -340581 91300 2747603 0.00000 1.00000 0.00000 false false 518 518 3901645 1547176 2354469 538323 538323 0 397725 203276 194449 2549436 LEASE CONTRACT RECEIVABLE 1021148 DEFERRED FINANCING COSTS 0 OTHER ASSETS 2244 1023392 0 SECURITIES DEPOSITS PAYABLE 116484 NOTE PAYABLE TO TMC 0 116484 4366899 5123331 -756432 637909 14982 652891 -103541 5925840 637909 921032 1558941 4366899 4366899 6029381 906050 906050 5123331 5123331 ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF FIVE 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. 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 LOSS FROM PARTNERSHIPS $ 14,982 OTHER - REVENUE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSES $737,366 SPECIAL EVENT EXPENSES 168,684 LOSS FROM PARTNERSHIPS 14,982 ======== TOTAL $921,032 OTHER - EXPENSE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 SCHEDULE D, PART XIII, LINE 2D RENTAL EXPENSES $737,366 SPECIAL EVENT EXPENSES 168,684 ======== TOTAL $906,050 FFAC 196575 175850 20725 0 0 9809 16574 45392 57656 BRISTOL 173000 134090 38910 0 0 0 7839 360 6714 1 141200 127088 14112 0 0 8649 312 0 15379 510775 437028 73747 0 0 18458 24725 45752 79749 168684 -94937 true TRUMAN MEDICAL CENTER INC 2301 HOLMES STREET KANSAS CITY MO 64108 440661018 501(C)(3) 2791612 OPPERATIONS & EQUIP University of Missouri - Kansas City 5100 Rockhill Road Kansas City MO 64110 436003859 501(C)(3) 321125 GENERAL METROPOLITAN ARTS 906 Grand Suite 10B KANSAS CITY MO 64108 431840674 501(C)(3) 15000 GENERAL 3 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 105311 105311 100 100 8973 8973 20159 20160 11203 11202 145746 145746 8250 8250 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 50% 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. 2010 2010 2010 ACCRUAL DISTRIBUTION TOTAL JAMES DAWSON $32,146 $16,500 $48,646 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 1 240400 MARKET VALUE false true false NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I, COLUMN B THE INFORMATION PRESENTED IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. THIRD PARTIES HIRED TO SELL NON-CASH CONTRIBUTIONS SCHEDULE M, PART I, LINE 32B AN INDEPENDENT BROKER IS USED TO ACCEPT AND SELL GIFTS OF SECURITIES. ORGANIZATION'S MISSION STATEMENT FORM 990, PART III, LINE 1 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. 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 GAINS ON INVESTMENTS 637,909 LOSS FROM PARTNERSHIPS 14,982 TOTAL $652,891 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:James Dawson TITLE:Executive Director HOURS:20 TRUMAN MEDICAL CENTER INC 2301 HOLMES STREET KANSAS CITY MO 64108 440661018 Hospital MO 501(c)(3) 3 NA false true false false true false false false true false false false false true false false false false