2011-05-13T13:40:32-04:00 2010-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2009-07-01 431194064 Truman Medical Center Charitable Foundation TRUM 8164043430 2310 Holmes Street Kansas City MO 64108 JAMES DAWSON 8164043430 2011-05-15 true Michael J Engle 8162216300 2009 2016-02-24 21:20:13Z James Dawson 2310 Holmes Suite 735 Kansas City MO 64108 5316752 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. 17 17 11 17 0 0 4740065 3821715 0 0 22637 268428 -40606 -101391 4722096 3988752 7451767 10329674 0 0 942627 912213 0 0 237750 614223 1183064 9008617 12424951 -4286521 -8436199 32768105 24792534 8913467 8678396 23854638 16114138 SEE SCHEDULE O false false 11251683 10329674 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. 11251683 true true false true false false false false true true true false false false false false false false true false false true false true false false false false false false false false false false false false false true false false false true 0 0 11 true false false false false false true true false false false 17 17 false false false false false false false true true false false true true true true true true 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 0 0 0 Jo Ann Field 1.0 X X 0 0 0 David Frantze 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 Christine Sullivan 1.0 X 0 0 0 John E Sundeen Jr 1.0 X X 0 0 0 Peter Walsh 1.0 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 JEANETTE PRENGER 1.0 X 0 0 0 James Dawson 20.0 X 0 223060 70130 0 223060 70130 0 false true false 0 226228 429923 83175 3082389 3821715 0 336740 336740 0 0 941500 890846 50654 50654 50654 168785 237097 -68312 -68312 -68312 48012 429923 200057 -152045 -152045 0 0 0 3988752 0 0 167037 10329674 10329674 0 0 0 0 0 715410 565174 150236 27366 27366 21835 11503 10332 147602 116606 30996 0 332 332 110515 110515 49067 49067 0 4425 4425 0 1207 1207 18566 18566 0 0 0 2846 2846 0 10904 10904 0 0 0 0 PROJECT EXPENDITURES 815340 815340 BAD DEBT EXPENSE 57602 57602 EQUIPMENT RENTAL & MAINT 35702 35702 INCOME BENEFICIARY PAYMENT 19779 19779 MISCELLANEOUS EXPENSE 56779 25550 31229 12424951 11251683 935518 237750 8082568 7939242 8895103 4036190 251996 363552 4845544 2159541 2813368 2686003 10464625 7686537 0 422354 2260445 1658656 32768105 24792534 2352358 4592704 3241100 1597128 0 1896 3060000 2360000 260009 126668 8913467 8678396 X 3649696 3843832 17142244 9207608 3062698 3062698 23854638 16114138 32768105 24792534 X false true true X false X 6666457 6920119 17358348 4740065 3821715 39506704 6666457 6920119 17358348 4740065 3821715 39506704 5898155 33608549 1578332 1781331 1884295 1533106 1278240 8055304 0 0 0 0 0 0 47562008 190864 0.70663 0.66624 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 49067 49067 12375884 12424951 771248 192812 0 0 801709 473818 600431 781250 2657208 3985812 42000 40699 46038 49067 177804 200427 118455 150108 195313 664303 996455 0 0 0 0 0 2747603 1100 140396 108068 2781031 3179234 250 -340581 91300 2747603 1.00000 false false 518 518 3901645 1449633 2452012 538323 538323 0 405058 171585 233473 0 0 0 2686003 LEASE CONTRACTS RECEIVABLE 1655374 DEFERRED FINANCING COSTS 1782 OTHER ASSETS 1500 1658656 0 SECURITIES DEPOSITS PAYABLE 115105 NOTE PAYABLE TO TMC 11563 126668 3988752 12424951 -8436199 695699 695699 -7740500 5775354 695699 1090903 1786602 3988752 3988752 13515854 1090903 1090903 12424951 12424951 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 THE FOUNDATION ADOPTED PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD INTERPRETATION NO. 48 (FIN 48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES-AN INTERPRETATION OF FASB STATEMENT NO. 109, WHICH WAS SUBSEQUENTLY INCORPORATED INTO THE FASB ACCOUNTING CODIFICATION (ASC) TOPIC 740. THE IMPLEMENTATION OF THIS STANDARD HAD NO SIGNIFICANT IMPACT ON THE FOUNDATIONS'S FINANCIAL STATEMENTS. OTHER - REVENUE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSES $890,846 SPECIAL EVENT EXPENSES 200,057 =========== TOTAL $1,090,903 OTHER - EXPENSE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 SCHEDULE D, PART XIII, LINE 2D RENTAL EXPENSES $890,846 SPECIAL EVENT EXPENSES 200,057 =========== TOTAL $1,090,903 BRISTOL 112125 102075 10050 0 0 0 6318 360 6661 FFAC 224610 200760 23850 0 0 16625 23998 35125 86630 1 141200 127088 14112 0 0 8649 312 0 15379 477935 429923 48012 0 0 25274 30628 35485 108670 200057 -152045 true TRUMAN MEDICAL CENTER INC 2301 HOLMES STREET KANSAS CITY MO 64108 440661018 501(C)(3) 10271925 OPPERATIONS & EQUIP University of Mary 7500 University Drive Bismarck ND 58504 450273403 501(C)(3) 15000 GENERAL University of Missouri - Kansas City 5100 Rockhill Road Kansas City MO 64110 436003859 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 0 216906 0 1000 0 5154 0 50832 0 19298 0 293190 0 2577 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'S 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 POLICY OFFERED BY TRUMAN MEDICAL CENTER, INC., A RELATED ORGANIZATION. 2009 2009 2009 ACCRUAL DISTRIBUTION TOTAL JAMES DAWSON $32,682 $2,577 $35,259 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. 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 11A 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 AND 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 EACH BOARD MEMBER COMPLETES AND SIGNS AN ANNUAL DISCLOSURE DOCUMENT. EACH MEMBER 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, THAT MEMBER 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. AVERAGE HOURS WORKED FOR RELATED ORGANIZATION FORM 990, PART VII, SECTION A, LINE 1A AVG HOURS WORKED FOR RELATED ORGANIZATION JAMES DAWSON 20 THE TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION REIMBURSES TRUMAN MEDICAL CENTER, INC. FOR 50% OF THE COMPENSATION PAID TO JAMES DAWSON. 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