TRUMAN HEARTLAND COMMUNITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TRUMAN HEARTLAND COMMUNITY FOUNDATION (EIN 43-1482136)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201123189349307542
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T20:03:15-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY POWELL CPA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E WALNUT STREET | AddressLine1 |
| City | INDEPENDENCE | City |
| State | MO | State |
| ZIP Code | 64050 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431482136 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUMAN HEARTLAND COMMUNITY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUM | NameControl |
| Phone | 8168368189 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 LITTLE BLUE PARKWAY | AddressLine1 |
| Address Line2 | ROOM/SUITE 340 | AddressLine2 |
| City | INDEPENDENCE | City |
| State | MO | State |
| ZIP Code | 64057 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILLIP J HANSON | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 8168368189 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEVERLY POWELL | Name |
| Phone | 8168330078 | Phone |
| Date Prepared | 2011-11-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PHILLIP J HANSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 LITTLE BLUE PARKWAY SUITE 340 | AddressLine1 |
| City | INDEPENDENCE | City |
| State | MO | State |
| ZIP Code | 64057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4060412 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2626005 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2997123 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1705 | InvestmentIncomePriorYear |
| Investment Income Current Year | 333061 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 331754 | OtherRevenuePriorYear |
| Other Revenue Current Year | 369313 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2956054 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3699497 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3063491 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2757035 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 345583 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 370446 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 85764 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 426262 | OtherExpensePriorYear |
| Other Expenses Current Year | 476757 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3835336 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3604238 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -879282 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 95259 | RevenuesLessExpensesCY |
| Total Assets BOY | 25969326 | TotalAssetsBOY |
| Total Assets EOY | 28412895 | TotalAssetsEOY |
| Total Liabilities BOY | 10807701 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11719721 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15161625 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16693174 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3249149 | Expense |
| Grants | 2757035 | Grants |
| Description | CONTRIBUTIONS ARE MADE TO PROVIDE BENEFITS TO THE RESIDENTS OF EASTERN JACKSON COUNTY, MISSOURI. GRANTS AND SCHOLARSHIPS OVERVIEW 2010 WAS A YEAR FILLED WITH CHANGE, GROWTH AND VISION. AT THE BEGINNING OF THE YEAR, THE TRUMAN HEARTLAND COMMUNITY FOUNDATION (THE FOUNDATION) WELCOMED NEW PRESIDENT AND CEO PHIL HANSON AND OFFICE MANAGER CHERYL KLOTZ. PHIL LED THE BOARD OF DIRECTORS IN THE CREATING A NEW FIVE YEAR STRATEGIC PLAN THAT FOCUSED ON IMPROVING SERVICES TO DONORS AND POSITIONING THE FOUNDATION TO RECEIVE FUTURE GIFTS FOR THE BENEFIT OF EASTERN JACKSON COUNTY, MISSOURI. GOALS ESTABLISHED FOR 2010 WERE ACCOMPLISHED. A NUMBER OF FIRSTS FOR THE FOUNDATION WERE CELEBRATED: THE HEARTLAND LEGACY SOCIETY WAS ESTABLISHED TO RECOGNIZE DONORS WHO NAMED THE FOUNDATION IN THEIR ESTATE PLANS AND THE FRIENDS OF THE FOUNDATION PROGRAM CELEBRATED A SUCCESSFUL FIRST YEAR. TOAST TO OUR TOWNS - GALA THE FIRST INAUGURAL PRESENTATION OF THE DR. PAUL M. THOMSON PROFESSIONAL ADVISOR AWARD WAS PRESENTED TO BUNK FARRINGTON IN SEPTEMBER AND WAS A HIGHLIGHT OF THE TOAST TO OUR TOWNS GALA. HOSTED IN EASTERN JACKSON COUNTY AT THE NEW INDEPENDENCE EVENTS CENTER THE EVENT MARKED THE FIRST BLACK-TIE HELD THERE WITH AN ENTHUSIASTIC CROWD OF 650 GUESTS. CENTERPOINT MEDICAL CENTER, RECEIVED THE CORPORATE CITIZEN OF THE YEAR AWARD FOR THEIR PHILANTHROPIC EFFORTS THROUGHOUT THE REGION. WE ALSO RECOGNIZED NANCY AND JOHN KIMAK AS HUMANITARIANS OF THE YEAR. GRANTS AND SCHOLARSHIPS IN 2010, MORE THAN 3 MILLION DOLLARS WERE DISTRIBUTED TO CHARITABLE ORGANIZATIONS IN THE AREAS OF ARTS & HUMANITIES, COMMUNITY DEVELOPMENT, EDUCATION, FAITH-BASED PROGRAMS, AND HEALTH & WELFARE. OF THIS AMOUNT, NEARLY HALF WAS EARMARKED FOR HEALTH AND WELFARE. DURING NATIONAL PHILANTHROPY WEEK, THE GRANTS COMMITTEE AWARDED 131,150 TO 42 NONPROFITS IN SUPPORT OF PROGRAMS IN THE EASTERN JACKSON COUNTY. TRUMAN HEARTLAND COMMUNITY FOUNDATION PARTNERS WITH NONPROFITS THAT SHARE OUR VISION AND PASSION FOR IMPROVING HEARTLAND COMMUNITIES. WE CONSIDER OUR GRANTS TO BE COMMUNITY INVESTMENTS AND LOOK FOR A RETURN ON THE INVESTMENTS WE MAKE. WE ALWAYS LOOK FOR WAYS TO ADVANCE PROMISING PROGRAMS, SUPPORT COLLABORATIONS, AND LEVERAGE ADDITIONAL FUNDING AND RESOURCES TO MAKE GRANTS OF IMPACT ACROSS THE REGION. SCHOLARSHIP FUNDS ARE AN IMPORTANT PART OF OUR COMMUNITY FOUNDATION FAMILY. SOME SCHOLARSHIPS HAVE BEEN ESTABLISHED TO HONOR THE MEMORY OF A LOVED ONE WHILE OTHERS HAVE BEEN CREATED TO SUPPORT A PARTICULAR CHARITABLE INTEREST. BOTH PROVIDE MEANINGFUL SUPPORT TO STUDENTS THROUGHOUT THE REGION. IN OUR 28TH YEAR, MORE THAN 150 DONORS HAVE ESTABLISHED SCHOLARSHIP FUNDS AT THCF TO SUPPORT STUDENTS PURSUING A VARIETY OF EDUCATIONAL DISCIPLINES. BY YEAR END, NEARLY 140,000 WAS AWARDED IN SCHOLARSHIPS TO AREA STUDENTS. YOUTH ADVISORY COUNCIL THE YOUTH ADVISORY COUNCIL (YAC) WAS FORMED IN 1998 AS A PROGRAM OF THCF TO INVOLVE YOUNG LEADERS IN CHANGING THE FUTURE THROUGH THE POWER OF PHILANTHROPY. YAC HAS GROWN TO A COUNCIL OF 90 STUDENT LEADERS COMMITTED TO IMPROVING THE LIVES OF CHILDREN AND YOUNG PEOPLE ACROSS THE KC COMMUNITY. YAC IS REPRESENTED BY THE FOLLOWING AREA HIGH SCHOOLS AND WELCOMES PARTICIPATION FROM OTHER METRO SCHOOL DISTRICTS: BLUE SPRINGS, BLUE SPRINGS SOUTH, FORT OSAGE, GRAIN VALLEY, LEE'S SUMMIT, LEE'S SUMMIT NORTH, LEE'S SUMMIT WEST, RAYTOWN, RAYTOWN SOUTH, ST. MARY'S , TRUMAN, VAN HORN AND WILLIAM CHRISMAN. THROUGH PARTICIPATION IN THE FOUNDATION'S COMMUNITY GRANTS PROGRAM, EACH YEAR STUDENT LEADERS OFFER A TREMENDOUS VOICE FOR AREA YOUTH; MEMBERS REVIEW ALL PROPOSALS SERVING KC'S YOUTH AND TEEN POPULATION AND THEN MAKE FUNDING RECOMMENDATIONS TO ADULT BOARD LEADERS. STUDENTS EVALUATE PROGRAMS RANGING FROM DOMESTIC VIOLENCE AND TEEN HOMELESSNESS TO COMMUNITY ARTS PROGRAMMING AND EDUCATION. DECISIONS ARE TOUGH BUT REWARDS ARE GREAT AS STUDENTS CHANGE THE FUTURE FOR THEIR PEERS. | Description |
| Total Program Service Expense | 3249149 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | 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 | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | 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 | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | 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 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | true | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| 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 | true | CompensationProcessCEO |
| Compensation Process Other | true | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUMAN HEARTLAND COMMUNITY FOUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8168368189 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 LITTLE BLUE PARKWAY STE 340 | AddressLine1 |
| City | INDEPENDENCE | City |
| State | MO | State |
| ZIP Code | 64057 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per WeekAverageHoursPerWeek | FormerFormer |
|---|---|---|---|---|---|---|---|
| ALLEN LEFKO | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| BRAD CONSTANCE | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| BRENDA WEST | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| CHUCK FOUDREE | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| DOUG HAMMER | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| DR FREDERICK HAHN | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| DR STEVEN SILVERSTEIN | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| FRED SIEMS | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| JIM PRYDE | |||||||
| VICE-CHAIR/D | X | 0 | 0 | 0 | X | ||
| JOY HOBICK | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| JUDY NESS | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| MARTHA COCKERELL | |||||||
| SECRETARY/DI | X | 0 | 0 | 0 | X | ||
| NANCY KIMAK | |||||||
| TREASURER/DI | X | 0 | 0 | 0 | X | ||
| RANDALL FERGUSON | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| REV SHERRI E WOOD-POWE | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| RICHARD KREHER | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| ROBERTA COKER | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| RON BRUCH | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| STEVE GILDEHAUS | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| VICKI DIGBY | |||||||
| CHAIRMAN/DIR | X | 0 | 0 | 0 | X | ||
| WILLIAM ESRY | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| ROBERT HEPTING | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| JAN MCGRAW | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| DR JOSEPH SEABROOKS | |||||||
| DIRECTOR | X | 0 | 0 | 0 | |||
| PHILLIP HANSON | |||||||
| PRESIDENT/CE | 111730 | 0 | 480 | X | 40.00 | ||
| BEVERLY POWELL | |||||||
| CFO | 69400 | 0 | 0 | X | 40.00 | ||
| PAUL THOMSON | |||||||
| FORMER PRES/ | 7000 | 0 | 0 | 0.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 188130 | TotalReportableCompFromOrg |
| Total Other Compensation | 480 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Fundraising Events | 178325 | FundraisingEvents |
| All Other Contributions | 2818798 | AllOtherContributions |
| Noncash Contributions | 312306 | NoncashContributions |
| Total Contributions | 2997123 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 622924 | TotalRevenueColumn |
| Exclusion | $622,924 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 289863 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -289863 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -289863 | TotalRevenueColumn |
| Exclusion | -$289,863 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 76890 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 178325 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 71052 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5838 | TotalRevenueColumn |
| Exclusion | $5,838 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|
| ADMINISTRATION INCOME | 350468 | $350,468 |
| MISCELLANEOUS INCOME | 13007 | $13,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 363475 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3699497 | TotalRevenueColumn |
| Exclusion | $702,374 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2600151 | Total |
| Program Services | 2600151 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156884 | Total |
| Program Services | 156884 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181130 | Total |
| Program Services | 11698 | ProgramServices |
| Management And General | 134338 | ManagementAndGeneral |
| Fundraising | 35094 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
| Program Services | 700 | ProgramServices |
| Management And General | 4200 | ManagementAndGeneral |
| Fundraising | 2100 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140642 | Total |
| Program Services | 78666 | ProgramServices |
| Management And General | 37518 | ManagementAndGeneral |
| Fundraising | 24458 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17206 | Total |
| Program Services | 8080 | ProgramServices |
| Management And General | 4759 | ManagementAndGeneral |
| Fundraising | 4367 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24468 | Total |
| Program Services | 6777 | ProgramServices |
| Management And General | 13103 | ManagementAndGeneral |
| Fundraising | 4588 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90 | Total |
| Management And General | 90 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6950 | Total |
| Management And General | 6950 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46175 | Total |
| Program Services | 46175 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24828 | Total |
| Program Services | 7687 | ProgramServices |
| Management And General | 12414 | ManagementAndGeneral |
| Fundraising | 4727 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4549 | Total |
| Management And General | 3412 | ManagementAndGeneral |
| Fundraising | 1137 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17866 | Total |
| Management And General | 17866 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4183 | Total |
| Management And General | 4183 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | 304065 | 304065 | ||
| MARKETING/RECRUITING EXPE | 24905 | 10581 | 9712 | 4612 |
| TELEPHONE EXPENSE | 10103 | 4744 | 4984 | 375 |
| EQUIPMENT RENTAL/MAINTENA | 6195 | 3097 | 1549 | 1549 |
| DUES & MEMBERSHIPS | 5846 | 5846 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21002 | Total |
| Program Services | 9844 | ProgramServices |
| Management And General | 8401 | ManagementAndGeneral |
| Fundraising | 2757 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3604238 | Total |
| Program Services | 3249149 | ProgramServices |
| Management And General | 269325 | ManagementAndGeneral |
| Fundraising | 85764 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452883 | BOY |
| EOY | 517365 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4657033 | BOY |
| EOY | 4730675 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379624 | BOY |
| EOY | 351051 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6000 | BOY |
| EOY | 938 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 374773 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 37546 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 341411 | BOY |
| EOY | 337227 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20132375 | BOY |
| EOY | 22475639 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25969326 | BOY |
| EOY | 28412895 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7615 | BOY |
| EOY | 13829 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10800086 | BOY |
| EOY | 11705892 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10807701 | BOY |
| EOY | 11719721 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11827461 | BOY |
| EOY | 13282915 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3334164 | BOY |
| EOY | 3410259 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15161625 | BOY |
| EOY | 16693174 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25969326 | BOY |
| EOY | 28412895 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 95259 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1436290 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 2591609 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1279560 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1931954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2626005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2997123 | CurrentTaxYear |
| Total | 11426251 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2591609 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1279560 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1931954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2626005 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2997123 | CurrentTaxYear |
| Total | 11426251 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2998926 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8427325 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 456665 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 869601 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 405771 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 604924 | CurrentTaxYearMinus1Year |
| Current Tax Year | 622924 | CurrentTaxYear |
| Total | 2959885 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3420 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 430 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1567 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 160 | CurrentTaxYearMinus1Year |
| Current Tax Year | 440365 | CurrentTaxYear |
| Total | 445942 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14832078 | TotalSupport |
| Public Support Pertcentage170 | 0.56820 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.62980 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 110 | NumberDAFsHeld |
| Number Funds Held | 556 | NumberFundsHeld |
| Donor Advised Contributions | 582714 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 2723730 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 407273 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 2757035 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 3368298 | AggregateDAFValue |
| Aggregate Fund Value | 16693174 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6988365 | BeginningOfYearBalance |
| Contributions | 617582 | Contributions |
| Investment Earnings Or Losses | 1032303 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 380783 | GrantsOrScholarships |
| Other Expenditures | 128119 | OtherExpenditures |
| Administrative Expenses | 96351 | AdministrativeExpenses |
| End Of Year Balance | 8032997 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5413435 | BeginningOfYearBalance |
| Contributions | 875130 | Contributions |
| Investment Earnings Or Losses | 1302639 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 399990 | GrantsOrScholarships |
| Other Expenditures | 128091 | OtherExpenditures |
| Administrative Expenses | 74758 | AdministrativeExpenses |
| End Of Year Balance | 6988365 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7907067 | BeginningOfYearBalance |
| Contributions | 339171 | Contributions |
| Investment Earnings Or Losses | -2258976 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 391854 | GrantsOrScholarships |
| Other Expenditures | 96248 | OtherExpenditures |
| Administrative Expenses | 85724 | AdministrativeExpenses |
| End Of Year Balance | 5413435 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.51320 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.48680 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 300000 | OtherCostOrOtherBasis |
| Book Value | 300000 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74773 | OtherCostOrOtherBasis |
| Depreciation | 37546 | Depreciation |
| Book Value | 37227 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 337227 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY FUNDS | $9,609,530 |
| LIAB UNDER SPLIT-INT AGREEMENTS | $2,096,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11705892 | TotalOfAmounts |
| Total Revenue | 3699497 | TotalRevenue |
| Total Expenses | 3604238 | TotalExpenses |
| Excess Or Deficit For Year | 95259 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2219841 | NetUnrealizedGLOnInvestments |
| Other | -$783,551 | OtherAmount |
| Total Adjustments | 1436290 | TotalAdjustments |
| Excess Or Deficit Per FS | 1531549 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3922425 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2219841 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 34017 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -2030930 | OtherRevenues |
| Revenue Not Rptd F990 | 222928 | RevenueNotRptdF990 |
| Revenue Subtotal | 3699497 | RevenueSubtotal |
| Total Revenue Per Form990 | 3699497 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2390876 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 34017 | DonatedServicesUseOfFacilities |
| Other Expenses Included | -1247379 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -1213362 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3604238 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3604238 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -34,007 GAIN ON BENEFICIAL INTEREST IN CHAR REM TRUSTS 104,668 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 71,052 INVESTMENT MANAGEMENT FEES NETTED AGAINST DIVIDENDS -46,175 INCOME RELATED TO AGENCY FUNDS -2,126,468 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -71,052 INVESTMENT MANAGEMENT FEES NETTED AGAINST DIVIDENDS 46,175 EXPENSES RELATED TO AGENCY FUNDS 1,418,627 RECLASSIFY FUNDS FOR NEW 501C3 AS AGENCY FUNDS -146,371 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -34,007 GAIN ON BENEFICIAL INTEREST IN CHAR REM TRUSTS 104,668 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 71,052 INVESTMENT MANAGEMENT FEES NETTED AGAINST DIVIDENDS -46,175 INCOME RELATED TO AGENCY FUNDS -2,126,468 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | FUNDRAISING EXPENSES OFFSET AGAINST INCOME 71,052 INVESTMENT MANAGEMENT FEES NETTED AGAINST DIVIDENDS -46,175 EXPENSES RELATED TO AGENCY FUNDS -1,418,627 RECLASSIFY FUNDS FOR NEW 501C3 AS AGENCY FUNDS 146,371 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | MO | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA - THCF | NameOfEvent1 |
| Gross Receipts Event1 | 142755 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 108555 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 34200 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 11616 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 26454 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 600 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8521 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SCOPES FOR HOPE | NameOfEvent2 |
| Gross Receipts Event2 | 112460 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 69770 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 42690 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 3030 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 15855 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 4976 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 255215 | GrossReceiptsTotal |
| Charitable Contributions Total | 178325 | CharitableContributionsTotal |
| Gross Revenue Total Events | 76890 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 14646 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 42309 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 600 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 13497 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 71052 | DirectExpenseSummaryEvents |
| Net Income Summary | 5838 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (68 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | IRC SectionIRCSection | Purpose Of GrantPurposeOfGrant | EIN Of RecipientEINOfRecipient |
|---|---|---|---|---|---|---|---|
| ALL GRANTS UNDER 5000 | |||||||
| 300 N OSAGE | INDEPENDENCE | MO | 64050 | 1038494 | |||
| BLUE RIVER COMMUNITY COLLEGE | |||||||
| 20301 E 78 HIGHWAY | INDEPENDENCE | MO | 64057 | 25000 | 501 | ACADEMIC RESOURCE CE | |
| BLUE SPRINGS CHRISTIAN CHURCH | |||||||
| 7920 SOUTH 7 HIGHWAY | BLUE SPRINGS | MO | 64014 | 10000 | 501 | CHURCH BUILDING FUND | 510158895 |
| BLUE SPRINGS SCHOOL DISTRICT | |||||||
| 1801 NW VESPER | BLUE SPRINGS | MO | 64015 | 25000 | 501 | PROVIDE FUNDING FOR | |
| BLUE SPRINGS SCHOOL DISTRICT | |||||||
| 1801 NW VESPER | BLUE SPRINGS | MO | 64015 | 8142 | 501 | DISTRIBUTION FROM TH | |
| BLUE SPRINGS SCHOOL OF ECONOMICS | |||||||
| P O BOX 433 | BLUE SPRINGS | MO | 64013 | 15000 | 501 | GRANT FROM BS SCHOOL | 431581206 |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 503 E 23RD STREET | INDEPENDENCE | MO | 64055 | 23000 | 501 | GRANT TO SUPPORT OPE | 431067711 |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 503 E 23RD STREET | INDEPENDENCE | MO | 64055 | 24000 | 501 | COVER OPERATING SUPP | 431067711 |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 503 E 23RD STREET | INDEPENDENCE | MO | 64055 | 20000 | 501 | TRANSFERRING MONIES | 431067711 |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 503 E 23RD STREET | INDEPENDENCE | MO | 64055 | 15000 | 501 | GENERAL ENDOWMENT FO | 431067711 |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 503 E 23RD STREET | INDEPENDENCE | MO | 64055 | 12000 | 501 | GRANT FROM GEN'L END | 431067711 |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 503 E 23RD STREET | INDEPENDENCE | MO | 64055 | 20000 | 501 | GRANT TO COVER EMER | 431067711 |
| CHILD ABUSE PREVENTION ASSOCIATION | |||||||
| 503 E 23RD STREET | INDEPENDENCE | MO | 64055 | 7000 | 501 | GRANT FROM CAPA ENDO | 431067711 |
| CITY OF BLUE SPRINGS | |||||||
| 903 W MAIN ST | BLUE SPRINGS | MO | 64015 | 8375 | 501 | REIMBURSE CITY FOR L | |
| CITY OF BLUE SPRINGS | |||||||
| 903 W MAIN ST | BLUE SPRINGS | MO | 64015 | 33701 | 501 | EXPENSE REIMBURSEMEN | |
| CITY OF BLUE SPRINGS | |||||||
| 903 W MAIN ST | BLUE SPRINGS | MO | 64015 | 8265 | 501 | REIMBURSEMENT FOR PR | |
| COMMUNITY OF THE GOOD SHEPHERD | |||||||
| 10101 JAMES A REED ROAD | KANSAS CITY | MO | 64134 | 50000 | 501 | OPERATING PAYROLL | 430903057 |
| COMMUNITY OF THE GOOD SHEPHERD | |||||||
| 10101 JAMES A REED ROAD | KANSAS CITY | MO | 64134 | 20000 | 501 | OPERATING EXPENSES | 430903057 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I SHARE UTILITY ASSI | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITIES AS | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITY ASSI | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITIES AS | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITIES AS | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITIES AS | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITIES AS | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITIES AS | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITIES AS | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITY ASSI | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITIES AS | 430976396 |
| COMMUNITY SERVICES LEAGUE | |||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 6000 | 501 | I-SHARE UTILITIES AS | 430976396 |
| FIRST PRESB CHURCH OF LEE'S SUMMIT | |||||||
| 1625 NW OBRIEN RD | LEES SUMMIT | MO | 64081 | 35000 | 501 | GRANT FOR WORKING CA | |
| FIRST PRESB CHURCH OF LEE'S SUMMIT | |||||||
| 1625 NW OBRIEN RD | LEES SUMMIT | MO | 64081 | 25000 | 501 | GRANT FROM 1ST PRESB | |
| FIRST PRESB CHURCH OF LEE'S SUMMIT | |||||||
| 1625 NW OBRIEN RD | LEES SUMMIT | MO | 64081 | 25000 | 501 | GRANT FOR OPERATING | |
| FRIENDS OF SUGAR CREEK | |||||||
| 606 N STERLING | SUGAR CREEK | MO | 64054 | 16070 | 501 | GRANT TO PAY OPERATI | 431714283 |
| GIFT OF LIFE | |||||||
| 6405 METCALF AVE SUITE 109 | OVERLAND PARK | KS | 66202 | 11000 | 501 | GRANT TO COVER PAYRO | 481198979 |
| GIFT OF LIFE | |||||||
| 6405 METCALF AVE SUITE 109 | OVERLAND PARK | KS | 66202 | 11000 | 501 | COVERING PAYROLL, RE | 481198979 |
| GIFT OF LIFE | |||||||
| 6405 METCALF AVE SUITE 109 | OVERLAND PARK | KS | 66202 | 8000 | 501 | PAYROLL & RENT EXPEN | 481198979 |
| GIFT OF LIFE | |||||||
| 6405 METCALF AVE SUITE 109 | OVERLAND PARK | KS | 66202 | 16000 | 501 | WIRE TRANSFER: COVE | 481198979 |
| GIFT OF LIFE | |||||||
| 6405 METCALF AVE SUITE 109 | OVERLAND PARK | KS | 66202 | 25000 | 501 | GRANT FOR EMERGENCY | 481198979 |
| GIFT OF LIFE | |||||||
| 6405 METCALF AVE SUITE 109 | OVERLAND PARK | KS | 66202 | 11000 | 501 | OPERATING EXPENSES: | 481198979 |
| GRAIN VALLEY R-5 SCHOOL DISTRICT | |||||||
| P O BOX 304 | GRAIN VALLEY | MO | 64029 | 14065 | 501 | REIMBURSE 1/2 CK PAY | |
| GRAIN VALLEY R-5 SCHOOL DISTRICT | |||||||
| P O BOX 304 | GRAIN VALLEY | MO | 64029 | 7150 | 501 | TEACHER CLASSROOM GR | |
| HOPE HOUSE INC | |||||||
| P O BOX 577 | LEES SUMMIT | MO | 64063 | 36728 | 501 | 2010 - 5% DISTRIBUTI | 237059633 |
| HOPE HOUSE INC | |||||||
| P O BOX 577 | LEES SUMMIT | MO | 64063 | 166889 | 501 | GRANT FOR CAPITAL CA | 237059633 |
| HOPE HOUSE INC | |||||||
| P O BOX 577 | LEES SUMMIT | MO | 64063 | 8250 | 501 | GRANT: TAX CREDIT I | 237059633 |
| HOPE HOUSE INC | |||||||
| P O BOX 577 | LEES SUMMIT | MO | 64063 | 6000 | 501 | GRANT FOR OPERATING | 237059633 |
| IBS INDUSTRIES INC | |||||||
| 1085 S YUMA | INDEPENDENCE | MO | 64056 | 15000 | 501 | GRANT FOR OPERATIONA | 430922133 |
| INDEPENDENCE LEGACY FOUNDATION | |||||||
| 210 W TRUMAN ROAD | INDEPENDENCE | MO | 64050 | 25000 | 501 | GRANT: EXPENSES RELA | 820544326 |
| INTERNATIONAL AFRICAN MISSIONS | |||||||
| 990 MANITOU ROAD | HILTON | NY | 14468 | 31948 | 501 | GRANT FROM INTERNATL | 200773582 |
| INTERNATIONAL AFRICAN MISSIONS | |||||||
| 990 MANITOU ROAD | HILTON | NY | 14468 | 5600 | 501 | FOOD & LODGING FOR M | 200773582 |
| JACKSON COUNTY - HEALTH DEPARTMENT | |||||||
| 313 S LIBERTY | INDEPENDENCE | MO | 64050 | 15150 | 501 | MEDICAL DIRECTOR COM | |
| JACKSON COUNTY - HEALTH DEPARTMENT | |||||||
| 313 S LIBERTY | INDEPENDENCE | MO | 64050 | 15150 | 501 | 1ST QTR JC FREE CLIN | |
| JACKSON COUNTY HISTORICAL SOCIETY | |||||||
| 112 W LEXINGTON STE 103 | INDEPENDENCE | MO | 64051 | 20500 | 501 | OPERATING SUPPORT OF | 440651562 |
| KANSAS CITY FIRE BRIGADE INC | |||||||
| 30 WEST PERSHING SUITE 750 | KANSAS CITY | MO | 64108 | 20000 | 501 | OPERATING SUPPORT | 431502787 |
| KANSAS CITY FIRE BRIGADE INC | |||||||
| 30 WEST PERSHING SUITE 750 | KANSAS CITY | MO | 64108 | 10000 | 501 | OPERATING SUPPORT | 431502787 |
| LEE'S SUMMIT ECONOMIC DEVELOPMENT | |||||||
| 218 SE MAIN STREET | LEES SUMMIT | MO | 64063 | 10000 | 501 | GRANT TO REIMBURSE | 273907101 |
| MESSIAH LUTHERAN CHURCHSCHOOL | |||||||
| 613 S MAIN | INDEPENDENCE | MO | 64050 | 14492 | 501 | GRANT FROM SCHOOL OP | 440605370 |
| MESSIAH LUTHERAN CHURCHSCHOOL | |||||||
| 613 S MAIN | INDEPENDENCE | MO | 64050 | 9000 | 501 | REIMBURSE TUITION FO | 440605370 |
| MESSIAH LUTHERAN CHURCHSCHOOL | |||||||
| 613 S MAIN | INDEPENDENCE | MO | 64050 | 20000 | 501 | GRANT FROM OPERATING | 440605370 |
| MISSOURI 4-H FOUNDATION | |||||||
| 819 CLARK HALL | COLUMBIA | MO | 65211 | 7000 | 501 | 2009 SCHOLARSHIPS | 436044367 |
| NATIVITY OF MARY CHURCH | |||||||
| 613 S MAIN | INDEPENDENCE | MO | 64050 | 60000 | 501 | REIMBURSEMENT TO NAT | |
| POWERHOUSE THEATRE FOUNDATION | |||||||
| 201 N DODGION | INDEPENDENCE | MO | 64051 | 13381 | 501 | ROOF REPAIRS & SOUND | |
| PRESERVATION OF AFFORDABLE HOUSING | |||||||
| 40 COURT STREET SUITE 650 | BOSTON | MA | 02108 | 19796 | 501 | FINAL DISTRIBTUION O | 311616634 |
| RAYTOWN EDUCATIONAL FOUNDATION | |||||||
| 10500 EAST 60TH TERRACE | KANSAS CITY | MO | 64133 | 10000 | 501 | SCHOLARSHIP ASSISTAN | 431667551 |
| RAYTOWN EMERGENCY ASSISTANCE PROGRA | |||||||
| 9300 E 75TH STREET | RAYTOWN | MO | 64138 | 10000 | 501 | GRANT TO CAPITAL FUN | 431294275 |
| RAYTOWN HISTORICAL SOCIETY | |||||||
| PO BOX 16652 | RAYTOWN | MO | 64133 | 50000 | 501 | GRANT FROM RAYTOWN H | 431249221 |
| SIMPLY EQUINE ASSISTED THERAPY | |||||||
| 11406 MEERS ROAD | KANSAS CITY | MO | 64134 | 6000 | 501 | GRANT FROM HOLZBAUR | 432028558 |
| UNIV OF ILLINOIS AT URBANA | |||||||
| 620 E JOHN STREET 303 | CHAMPAIGN | IL | 61820 | 200757 | 501 | CREATE SCHOLARSHIP | |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 167 | NumberOfRecipients |
| Amount Of Cash Grant | 156884 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAUL THOMSON | NamePerson |
| Base Compensation Filing Org | 7000 | BaseCompensationFilingOrg |
| Total Compensation Filing Org | 7000 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE J, PART III | ReturnReference |
| Explanation | FORMER PRESIDENT/CEO RETIRED SEPTEMBER 30, 2009. HE RECEIVED PAYMENT OF HIS ACCRUED/UNUSED VACATION IN JANUARY 2010 AS AGREED UPON BETWEEN CEO AND FOUNDATION. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 312206 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 100 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIRST ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | A NUMBER OF FIRSTS FOR THE FOUNDATION WERE CELEBRATED: THE HEARTLAND LEGACY SOCIETY WAS ESTABLISHED TO RECOGNIZE DONORS WHO NAMED THE FOUNDATION IN THEIR ESTATE PLANS AND THE FRIENDS OF THE FOUNDATION PROGRAM CELEBRATED A SUCCESSFUL FIRST YEAR. TOAST TO OUR TOWNS - GALA THE FIRST INAUGURAL PRESENTATION OF THE DR. PAUL M. THOMSON PROFESSIONAL ADVISOR AWARD WAS PRESENTED TO BUNK FARRINGTON IN SEPTEMBER AND WAS A HIGHLIGHT OF THE TOAST TO OUR TOWNS GALA. HOSTED IN EASTERN JACKSON COUNTY AT THE NEW INDEPENDENCE EVENTS CENTER THE EVENT MARKED THE FIRST BLACK-TIE HELD THERE WITH AN ENTHUSIASTIC CROWD OF 650 GUESTS. CENTERPOINT MEDICAL CENTER, RECEIVED THE CORPORATE CITIZEN OF THE YEAR AWARD FOR THEIR PHILANTHROPIC EFFORTS THROUGHOUT THE REGION. WE ALSO RECOGNIZED NANCY AND JOHN KIMAK AS HUMANITARIANS OF THE YEAR. GRANTS AND SCHOLARSHIPS IN 2010, MORE THAN 3 MILLION DOLLARS WERE DISTRIBUTED TO CHARITABLE ORGANIZATIONS IN THE AREAS OF ARTS & HUMANITIES, COMMUNITY DEVELOPMENT, EDUCATION, FAITH-BASED PROGRAMS, AND HEALTH & WELFARE. OF THIS AMOUNT, NEARLY HALF WAS EARMARKED FOR HEALTH AND WELFARE. DURING NATIONAL PHILANTHROPY WEEK, THE GRANTS COMMITTEE AWARDED 131,150 TO 42 NONPROFITS IN SUPPORT OF PROGRAMS IN THE EASTERN JACKSON COUNTY. TRUMAN HEARTLAND COMMUNITY FOUNDATION PARTNERS WITH NONPROFITS THAT SHARE OUR VISION AND PASSION FOR IMPROVING HEARTLAND COMMUNITIES. WE CONSIDER OUR GRANTS TO BE COMMUNITY INVESTMENTS AND LOOK FOR A RETURN ON THE INVESTMENTS WE MAKE. WE ALWAYS LOOK FOR WAYS TO ADVANCE PROMISING PROGRAMS, SUPPORT COLLABORATIONS, AND LEVERAGE ADDITIONAL FUNDING AND RESOURCES TO MAKE GRANTS OF IMPACT ACROSS THE REGION. SCHOLARSHIP FUNDS ARE AN IMPORTANT PART OF OUR COMMUNITY FOUNDATION FAMILY. SOME SCHOLARSHIPS HAVE BEEN ESTABLISHED TO HONOR THE MEMORY OF A LOVED ONE WHILE OTHERS HAVE BEEN CREATED TO SUPPORT A PARTICULAR CHARITABLE INTEREST. BOTH PROVIDE MEANINGFUL SUPPORT TO STUDENTS THROUGHOUT THE REGION. IN OUR 28TH YEAR, MORE THAN 150 DONORS HAVE ESTABLISHED SCHOLARSHIP FUNDS AT THCF TO SUPPORT STUDENTS PURSUING A VARIETY OF EDUCATIONAL DISCIPLINES. BY YEAR END, NEARLY 140,000 WAS AWARDED IN SCHOLARSHIPS TO AREA STUDENTS. YOUTH ADVISORY COUNCIL THE YOUTH ADVISORY COUNCIL (YAC) WAS FORMED IN 1998 AS A PROGRAM OF THCF TO INVOLVE YOUNG LEADERS IN CHANGING THE FUTURE THROUGH THE POWER OF PHILANTHROPY. YAC HAS GROWN TO A COUNCIL OF 90 STUDENT LEADERS COMMITTED TO IMPROVING THE LIVES OF CHILDREN AND YOUNG PEOPLE ACROSS THE KC COMMUNITY. YAC IS REPRESENTED BY THE FOLLOWING AREA HIGH SCHOOLS AND WELCOMES PARTICIPATION FROM OTHER METRO SCHOOL DISTRICTS: BLUE SPRINGS, BLUE SPRINGS SOUTH, FORT OSAGE, GRAIN VALLEY, LEE'S SUMMIT, LEE'S SUMMIT NORTH, LEE'S SUMMIT WEST, RAYTOWN, RAYTOWN SOUTH, ST. MARY'S , TRUMAN, VAN HORN AND WILLIAM CHRISMAN. THROUGH PARTICIPATION IN THE FOUNDATION'S COMMUNITY GRANTS PROGRAM, EACH YEAR STUDENT LEADERS OFFER A TREMENDOUS VOICE FOR AREA YOUTH; MEMBERS REVIEW ALL PROPOSALS SERVING KC'S YOUTH AND TEEN POPULATION AND THEN MAKE FUNDING RECOMMENDATIONS TO ADULT BOARD LEADERS. STUDENTS EVALUATE PROGRAMS RANGING FROM DOMESTIC VIOLENCE AND TEEN HOMELESSNESS TO COMMUNITY ARTS PROGRAMMING AND EDUCATION. DECISIONS ARE TOUGH BUT REWARDS ARE GREAT AS STUDENTS CHANGE THE FUTURE FOR THEIR PEERS. |
| OFFICERS WHO CANNOT BE REACHED | FORM 990, PAGE 6, PART VI, LINE 9 | PAUL THOMSON |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY REVIEW OF 990 TRUMAN HEARTLAND COMMUNITY FOUNDATION IS COMMITTED TO PROVIDING ACCURATE AND TIMELY INFORMATION TO THE INTERNAL REVENUE SERVICE IN THE ANNUAL FILING OF THE REQUIRED FORM 990. PRIOR TO THE FILING OF THE 990, A COPY OF THE ENTIRE 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS BY EMAIL. THE FINANCE COMMITTEE WILL REVIEW THE EXECUTIVE SUMMARY OF THE 990 BEFORE THE FILING OF THE FORM. RESULTS OF THAT REVIEW WILL BE SUBMITTED TO THE ENTIRE BOARD OF DIRECTORS. SHOULD ANY MATERIAL DISCREPANCIES OR ERRORS BE NOTED DURING THE REVIEW, THE 990 WILL BE CORRECTED PRIOR TO FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY CONFLICT OF INTEREST INTRODUCTION WHAT IS A CONFLICT OF INTEREST? THE LAW REQUIRES INDIVIDUALS WHO MANAGE AND GOVERN FOUNDATIONS ("FIDUCIARIES") TO EXERCISE DUE CARE IN ADMINISTERING THE CHARITY'S AFFAIRS. THIS REQUIREMENT IS KNOWN AS THE DUTY OF CARE. THE LAW ALSO PROHIBITS FIDUCIARIES FROM USING THEIR POSITION TO OBTAIN PERSONAL GAIN FOR THEMSELVES OR OTHERS AT THE CHARITY'S EXPENSE. THIS REQUIREMENT IS KNOWN AS THE DUTY OF LOYALTY. PAYING CAREFUL ATTENTION TO TRANSACTIONS WHERE THERE MAY BE A CONFLICT OF INTEREST ENSURES THAT A FIDUCIARY DOES NOT BREACH HIS OR HER DUTIES OF CARE AND LOYALTY TO THE ORGANIZATION. IT CAN ALSO HELP INSTILL PUBLIC TRUST BY DEMONSTRATING THAT FIDUCIARIES ARE COMMITTED TO MANAGING AN ORGANIZATION WITH THE UTMOST INTEGRITY AND GOOD FAITH AND IN THE BEST INTEREST OF THE ORGANIZATION AND ITS CHARITABLE MISSION. CONFLICTS OF INTEREST OCCUR IN OUR EVERYDAY LIVES WHEN MULTIPLE LOYALTIES PULL US TOWARD OPPOSITE COURSES OF ACTION. IN THE CONTEXT OF CHARITIES, A CONFLICT OF INTEREST MAY OCCUR WHEN PERSONAL INTERESTS PREVENT AN INDIVIDUAL FROM MAKING AN IMPARTIAL DECISION THAT IS IN THE BEST INTEREST OF THE CHARITY. APPLICABLE LEGAL STANDARDS AND PROHIBITIONS DIFFER DEPENDING ON WHETHER THE CHARITY INVOLVED IS A PUBLIC CHARITY OR A PRIVATE FOUNDATION, WHETHER THE TRANSACTION IS FINANCIAL OR NON-FINANCIAL IN NATURE, WHETHER STATE OR FEDERAL LAW IS MOST PERTINENT AND WHETHER THE CHARITY IS ORGANIZED AS A TRUST OR A CORPORATION. A WRITTEN CONFLICT OF INTEREST POLICY THAT IS ENFORCED PROVIDES SAFEGUARDS TO PREVENT TRANSACTIONS THAT MAY VIOLATE THE LAW OR A FIDUCIARY'S DUTY OF LOYALTY. A WRITTEN POLICY CAN ALSO HELP BOARDS SPOT TRANSACTIONS THAT GIVE THE APPEARANCE OF A CONFLICT OF INTEREST BEFORE THEY OCCUR. ARTICLE I: PURPOSE IRS PROVISION: THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THIS TAX-EXEMPT ORGANIZATION'S (ORGANIZATION) INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICT OF INTEREST APPLICABLE TO NON-PROFIT AND CHARITABLE ORGANIZATIONS. ARTICLE II: DEFINITIONS 1. INTERESTED PERSON ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. 2. FINANCIAL INTEREST A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT OR FAMILY: A.AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT. B.A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR C.A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE NOT INSUBSTANTIAL. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. UNDER ARTICLE III, SECTION 2, A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE APPROPRIATE GOVERNING BOARD OR COMMITTEE DECIDES THAT A CONFLICT OF INTEREST EXISTS. ARTICLE III: PROCEDURES 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A.AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON. THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B.THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C.AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D.IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A.IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B.IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ARTICLE IV: RECORDS OF PROCEEDINGS THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A.THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B.THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. ARTICLE V: COMPENSATION A.A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. B.A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. C.NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. ARTICLE VI: ANNUAL STATEMENTS EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A.HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B.HAS READ AND UNDERSTANDS THE POLICY, C.HAS AGREED TO COMPLY WITH THE POLICY, AND D.UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. ARTICLE VII: PERIODIC REVIEWS TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A.WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B.WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHA |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY COMPENSATION TRUMAN HEARTLAND COMMUNITY FOUNDATION (ORGANIZATION) UNDERSTANDS THAT IT WORKS WITHIN THE CONTEXT OF A BROADER MARKETPLACE, WHICH INCLUDES NOT ONLY OTHER NONPROFITS, BUT ALSO FOR-PROFIT AND GOVERNMENT ENTITIES. WHILE OPERATING IN THIS MARKETPLACE, IT IS THE FOUNDATION'S GOAL TO ATTRACT AND RETAIN QUALIFIED, SKILLED EMPLOYEES. TO THIS END, THE FOUNDATION WILL CONDUCT A MARKETPLACE SURVEY OF COMPARABLE WAGES, USING COMPARABLE JOB DESCRIPTIONS FROM THE NATIONAL AND LOCAL MARKETPLACE APPROXIMATELY EVERY YEAR. USING THESE MARKETPLACE COMPARISONS, MIDPOINTS AND SALARY RANGES WILL BE DEVELOPED. THE FOUNDATION WILL DEVELOP COMPENSATION AND BENEFIT GUIDELINES AS TO: SOURCE OF MARKETPLACE COMPARISONS TYPES OF COMPENSATION EXECUTIVE COMPENSATION POLICY, INCLUDING PROHIBITION OF LOANS FRINGE BENEFITS PROVIDED ANNUALLY, THE PERSONNEL COMMITTEE WILL REVIEW COMPENSATION AND BENEFITS OF EACH EMPLOYEE USING THE GUIDELINES DEVELOPED. THE COMMITTEE WILL BE COMPRISED OF INDEPENDENT BOARD DIRECTORS. THE COMMITTEE WILL RECOMMEND EXECUTIVE COMPENSATION PACKAGES TO THE BOARD OF DIRECTORS FOR APPROVAL. COMPENSATION WILL BE APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS AND RESULTS WILL BE DOCUMENTED AND RETAINED PERMANENTLY AS INDICATED IN THE DOCUMENT AND RETENTION POLICY. EXPENSE REIMBURSEMENT PLAN THE FOUNDATION WILL REIMBURSE EXPENSES INCURRED BY EMPLOYEES USING AN ACCOUNTABLE PLAN. ALL EXPENSES TO BE REIMBURSED WILL BE SUPPORTED BY A COPY OF THE RECEIPT FOR OUT OF POCKET EXPENSES. MILEAGE WILL BE REIMBURSED FOR AUTHORIZED TRAVEL ONLY UPON WRITTEN DOCUMENTATION OF MILES TRAVELED AND PURPOSE OF TRAVEL. EMPLOYMENT AGREEMENTS ANY EMPLOYMENT AGREEMENTS ENTERED INTO BETWEEN THE FOUNDATION AND AN EMPLOYEE WILL REFLECT THE TOTAL COMPENSATION FOR THE SERVICES TO BE RENDERED. OVERTIME THE FOUNDATION UNDERSTANDS THAT FROM TIME TO TIME IT IS NECESSARY TO WORK OVERTIME TO COMPLETE WORK WITHIN CERTAIN DEADLINES. TYPICALLY, OVERTIME IS VOLUNTARY; HOWEVER, THERE COULD BE SITUATIONS WHERE IT WOULD BE MANDATORY. OVERTIME IS DEFINED AS TIME WORKED OVER 40 HOURS IN A WORKWEEK (OUR WORKWEEK IS DEFINED AS SUNDAY THROUGH SATURDAY). HOURS WORKED DO NOT INCLUDE SICK TIME, VACATION, EMERGENCY DAY, OPTIONAL HOLIDAYS, OR FOUNDATION RECOGNIZED HOLIDAYS. WHEN A NON-EXEMPT EMPLOYEE WORKS OVERTIME, IT IS REPORTED ON THEIR TIME ALLOCATION FORM AND PAID AT 1 TIMES THEIR REGULAR RATE IN THE FOLLOWING PAYCHECK. OVERTIME PAY IS ALLOWABLE FOR NONEXEMPT EMPLOYEES ONLY WHEN PRE-APPROVED BY THE EMPLOYEE'S SUPERVISOR. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | SEE POLICY IN PART 15A |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | TRUMAN HEARTLAND COMMUNITY FOUNDATION POLICY PUBLIC DISCLOSURE POLICY TRUMAN HEARTLAND COMMUNITY FOUNDATION IS COMMITTED TO PROVIDING READY PUBLIC ACCESS TO IMPORTANT FOUNDATION DOCUMENTS. THE FOLLOWING DOCUMENTS ARE AVAILABLE IN THE FOUNDATION OFFICE DURING NORMAL WORKING HOURS: TAX FORM 990 TAX FORM 990-T (IF FILED) TAX FORM 1023 ARTICLES OF INCORPORATION CORPORATE BY LAWS CONFLICT OF INTEREST POLICY ANNUAL REPORT - FINANCIAL STATEMENTS FOR THE PRIOR YEAR ARE INCLUDED THE ANNUAL REPORT. (ANNUAL REPORT WILL ALSO BE AVAILABLE ON THE FOUNDATION WEBSITE.) PUBLIC AVAILABILITY OF THE FORGOING DOCUMENTS WILL BE NOTED ON THE WEBSITE OF THE FOUNDATION AND IN THE ANNUAL REPORT. UPON REQUEST, THE FOLLOWING WILL BE PROVIDED TO CURRENT AND PROSPECTIVE FUND HOLDERS: CURRENT INVESTMENT POLICY INVESTMENT PERFORMANCE REPORTS CURRENT ROSTER OF INVESTMENT COMMITTEE MEMBERS INVESTMENT MANAGER FEES SCHEDULE ADMINISTRATIVE FEES SCHEDULE LETTERHEAD AND WEBSITE WILL LIST CURRENT MEMBERS OF THE BOARD OF DIRECTORS |
| CHANGE IN FINANCIAL REVIEW PROCESS | FORM 990, PAGE 12, PART XII, LINE 2C | SUPPORTING ORGANIZATION WAS MERGED INTO FOUNDATION AND NO LONGER EXISTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THCF REAL ESTATE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N OSAGE | AddressLine1 |
| City | INDEPENDENCE | City |
| State | MO | State |
| ZIP Code | 64050 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431482136 | EIN |
| Primary Activities | REAL EST | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUMAN HEA | BusinessNameLine1 |
| Business Name Line2 | RTLAND COMMUNITY FOUNDATION | BusinessNameLine2 |
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