2011-04-29T11:51:46-05:00 2010-09-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2009-10-01 431157083 The Whole Person Inc WHOL 8165610304 3420 Broadway Kansas City MO 64111 DONNA L MILLER 8165610304 2011-05-15 true Michael J Engle 8162216300 2009 2016-02-24 21:20:13Z DONNA L MILLER 3420 BROADWAY SUITE 105 KANSAS CITY MO 64111 15799968 false X WWW.THEWHOLEPERSON.ORG X 1978 MO THE WHOLE PERSON ASSISTS PEOPLE WITH DISABILITIES TO LIVE INDEPENDENTLY AND ENCOURAGES CHANGE WITHIN THE COMMUNITY TO EXPAND OPPORTUNITIES FOR INDEPENDENT LIVING. 13 13 99 13 0 0 430395 515355 14433279 15184054 103499 74852 1465 25707 14968638 15799968 10000 20000 0 0 13072630 14434914 0 0 0 968332 1787924 14050962 16242838 917676 -442870 6018038 5807637 662458 876210 5355580 4931427 SEE SCHEDULE O false false 13461946 20000 15184054 ASSISTANCE IS GIVEN TO THE DISABLED TO ENABLE THEM TO LIVE INDEPENDENTLY IN THE COMMUNITY. THE COMMUNITY IS ENCOURAGED TO MAKE INDEPENDENT LIVING POSSIBLE BY ADVOCACY, SPOKESPERSON, AND INTEGRATION INTO SOCIETY. 13461946 true true false false false false false false false true true false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true 86 0 true 99 true false false false false false false false false false 13 13 false false false false false false false true true false false true true true true true true true false false KS MO X X DONNA L MILLER 8165610304 3420 BROADWAY SUITE 105 KANSAS CITY MO 64111 BRIAN ELLEFSON 5.0 X X 0 0 0 JOSEPH MARVIL 5.0 X X 0 0 0 MALINDA BARNETT 5.0 X X 0 0 0 VENKATA VADLAMANI 5.0 X X 0 0 0 KIRK GOODMAN 5.0 X 0 0 0 CHUCK LAVERY 5.0 X 0 0 0 THERESA MAYFIELD 5.0 X 0 0 0 DANIEL SMITH 5.0 X 0 0 0 H LON SWEARINGEN 5.0 X 0 0 0 TIMOTHY URBAN 5.0 X 0 0 0 CARON WELLS 5.0 X 0 0 0 CHRIS WILSON 5.0 X 0 0 0 DAVID ROBINSON 40.0 X 119334 0 15255 JOSEPH MATOVU 40.0 X 60485 0 12683 DONNA MILLER 40.0 X 94113 0 14156 273932 0 42094 1 false false false KUTAK ROCK LLP LEGAL 110917 MEERS ADVERTISING ADVERTISING 238555 2 46729 457807 10819 3409 515355 FEES FOR SERVICES 624100 15184054 15184054 15184054 74852 74852 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 25707 25707 25707 15799968 15184054 0 100559 0 20000 20000 0 0 316024 316024 0 12069195 11339215 729980 78745 56824 21921 739034 501537 237497 1231916 1168698 63218 0 95351 614 94737 20281 20281 0 0 0 93479 4553 88926 218176 1617 216559 236217 78467 157750 0 0 232792 149407 83385 90580 69997 20583 0 71225 30263 40962 0 0 87339 87339 26688 26688 LEGAL SETTLEMENT 497500 497500 BAD DEBT EXPENSE 39497 36756 2741 DUES & SUBSCRIPTIONS 14917 1575 13342 MISCELLANEOUS EXPENSES 63882 2423 61459 16242838 13461946 2780892 0 4552750 1201488 15000 10988 1201184 1800179 50781 40540 403245 227276 198323 175969 0 2578473 6018038 5807637 662458 876210 662458 876210 X 5340580 4920439 15000 10988 5355580 4931427 6018038 5807637 X false true true X false X 463993 407821 459726 430395 515355 2277290 8901765 10396068 12451934 14433279 15184054 61367100 9365758 10803889 12911660 14863674 15699409 63644390 63644390 21489 42487 57192 103499 74852 299519 21489 42487 57192 103499 74852 299519 5840 13778 7134 1465 25707 53924 9393087 10860154 12975986 14968638 15799968 63997833 0.99448 0.88750 0.00468 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16600 7467 9133 5123 107 5016 365847 219702 146145 15675 15675 175969 15799968 16242838 -442870 18717 18717 -424153 15836142 18717 17457 36174 15799968 15799968 16260295 17457 17457 16242838 16242838 UNCERTAIN TAX POSITIONS DISCLOSURE SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true EMERGENCY RELIEF FUND 34 20000 MONITORING OF GRANTS SCHEDULE I, PART I, LINE 2 GRANTS ARE PROVIDED TO INDIVIDUALS TO ASSIST WITH PAST DUE UTILITY BILLS. THE CONSUMER IS REQUIRED TO PROVIDE THE SHUT OFF NOTICE FROM THE UTILITY COMPANY. AFTER APPROVAL A CHECK IS WRITTEN DIRECTLY TO THE UTILITY COMPANY FOR THE PAST DUE BILL. AS PART OF THE PROCESS A BUDGET PLAN(IN WRITING) IS DEVELOPED WITH THE CONSUMER TO HOPEFULLY AVOID THIS FROM HAPPENING AGAIN. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 THE WHOLE PERSON, INC. PROVIDES A VARIETY OF COMMUNITY-BASED, CONSUMER-DRIVEN SERVICES TO PEOPLE WITH DISABILITIES TO PROMOTE CONSUMER CONTROL AND CHOICE OF SERVICES, SELF-DIRECTION, EMPOWERMENT, INDEPENDENCE, SELF-RELIANCE, SELF-HELP, SELF-ADVOCACY AND INTEGRATION INTO THE COMMUNITY. PROCESS TO REVIEW THE FORM 990 FORM 990, PART VI, SECTION B, LINE 11A AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER. ANY QUESTIONS OR CONCERNS THE CHIEF FINANCIAL OFFICER HAS ARE ADDRESSED BY THE INDEPENDENT ACCOUNTING FIRM. THE 990 IS THEN PROVIDED TO THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS FOR THEIR REVIEW. ANY QUESTIONS THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS HAVE ARE ADDRESSED BY THE CHIEF FINANCIAL OFFICER AND THE INDEPENDENT ACCOUNTING FIRM. THE 990 IS THEN FILED WITH THE IRS. PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS SIGN AND REVIEW THE CONFLICT OF INTEREST POLICY EACH YEAR. THE BOD MEMBER OR OFFICER IS REQUIRED TO OPENLY ACKNOWLEDGE ANY POTENTIAL CONFLICT OF INTEREST AND SHOULD A CONFLICT ARISE ON ANY PARTICULAR BUSINESS THE BOD MEMBER OR OFFICER WILL ABSTAIN FROM VOTING ON THAT BUSINESS. THE BOD SECRECTARY MONITORS THIS INFORMATION EACH YEAR AND THE POLICY IS REVIEWED ANNUALLY BY THE BOARD. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, LINES 15A & 15B LINE 15A: THE BOARD OF DIRECTORS SETS THE COMPENSATION OF THE EXECUTIVE DIRECTOR USING DATA FROM AN INDEPENDENT SURVEY. THE BOARD ANNUALY REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND SETS COMPENSATION AND BENEFITS AT A COMPETITIVE LEVEL. LINE 15B: THE EXECUTIVE DIRECTOR SETS THE COMPENSATION OF THE OTHER TOP MANAGEMENT OFFICALS BASED ON ANNUAL PERFORMANCE REVIEWS AND A PAY SCALE THAT IS DEVELOPED EVERY TWO YEARS BASED ON COMPARABILITY DATA AND APPROVED BY THE BOARD OF DIRECTORS. AVAILABILTY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST FOR REVIEW.