2025-08-11T17:37:35-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2024-01-01 430816306 THE PRINCIPLE FOUNDATION PRIN 8165615955 10670 BARKLEY ST OVERLAND PARK KS 66212 BRUCE JEFFREY EXECUTIVE DIRECTOR 8165615955 2025-08-07 1 1 ANDREW SMITH CPA P01518894 3096714500 2025-07-30 2024 2025-03-06 01:10:19Z BRUCE JEFFREY 10670 BARKLEY ST OVERLAND PARK KS 66212 4230915 0 X WWW.PRINCIPLEFOUNDATION.ORG X 1958 KS TO RENDER PRACTICAL SUPPORT TO FELLOW CHRISTIAN SCIENTISTS AND SUPPORT THEM IN SIMILAR BENEVOLENCE 13 12 19 140 0 0 1000512 1528837 1547952 1351417 169168 469894 1855 790 2719487 3350938 465353 415366 0 0 1278473 1301530 0 0 52439 1088786 901444 2832612 2618340 -113125 732598 6278601 6454556 1021669 172702 5256932 6281854 X TO PROMOTE INSPIRED BENEVOLENCE IN ACCORDANCE WITH THE TEACHINGS OF CHRISTIAN SCIENCE. 0 0 780762 0 780762 ADMINISTER THE NATIONAL FUND FOR CHRISTIAN SCIENCE NURSING. THIS FUND IS A SUPPORTING ORGANIZATION OF THE PRINCIPLE FOUNDATION AND OFFERS FINANCIAL ASSISTANCE TO THOSE WHO NEED HELP IN PAYING FOR CHRISTIAN SCIENCE NURSING CARE. 570655 0 570655 THE PRINCIPLE FOUNDATION EXTENDED SERVICES (TPFES): 1. OFFER GRANTS TO RETIRED CHRISTIAN SCIENCE NURSES WHO CAN DEMONSTRATE FINANCIAL NEED OR DISTRESS.2. OFFER INFORMATION SERVICES TO CHRISTIAN SCIENTISTS WHO MAY NEED HELP IN GETTING INFORMATION ON CHRISTIAN SCIENCE NURSING, HOUSING OPTIONS FOR SENIOR CHRISTIAN SCIENTISTS, AND HELP AVAILABLE TO THEM AND HOW TO PAY FOR IT.3. PROVIDING COORDINATION AND SUPPORT SERVICES FOR COLLABORATIVE ACTIVITIES WITHIN THE CHRISTIAN SCIENCE NURSING COMMUNITY.4. ADMINISTER A GRANT PROGRAM (THE INTERNATIONAL FUND FOR CHRISTIAN SCIENCE NURSING) FOR PATIENTS OF CHRISTIAN SCIENCE NURSING OUTSIDE THE USA WHO MAY NEED FINANCIAL ASSISTANCE TO PAY FOR THIS CARE.5. SUPPORT AN INTERN PROGRAM (CHRISTIAN SCIENCE NURSING YOUTH SERVICE CORPS) TO HELP CHRISTIAN SCIENTISTS, AGES 18-30, WORK AND LEARN AT CHRISTIAN SCIENCE NURSING ORGANIZATIONS. COMMUNITIES OF CHRISTIAN CARING: HELPS INDIVIDUALS AND GROUPS WORK TOGETHER WITHIN CHRISTIAN SCIENCE COMMUNITIES TO IDENTIFY RESOURCES AND ASSIST ONE ANOTHER IN SUPPORT OF HEALING. EMBRACED: FULLY SUPPORTS INMATES FOR SUCCESSFUL REENTRY WITH THE ASSISTANCE OF ANGEL TEAMS.IN 2019 TPFES WAS ESTABLISHED AS A SUPPORTING ORGANIZATION TO THE PRINCIPLE FOUNDATION, THE ORGANIZATION HAS AN ADMINISTRATIVE SERVICES AGREEMENT WITH THE PRINCIPLE FOUNDATION, WHICH PROVIDES ADMINISTRATIVE SERVICES NECESSARY TO MAINTAIN AND OPERATE THE PROGRAMS. 664712 41818 0 DISASTER RELIEF: ADMINISTER CHARITABLE GRANTS TO CHRISTIAN SCIENTISTS RESIDING IN THE USA IMPACTED BY NATIONAL DISASTERS, INCLUDING THE PANDEMIC.THE CALL CENTER: PROVIDES USEFUL IDEAS AND RESOURCES OVER THE PHONE FOR CHRISTIAN SCIENTISTS REGARDING HOUSING, ASSISTANCE, AND CARE. THE CALL CENTER IS AVAILABLE TO HELP YOU THINK THROUGH A SITUATION AND POINT TO RESOURCES YOU MIGHT EXPLORE FOR YOURSELF OR A LOVED ONE. 373548 373548 0 CHRISTIAN SCIENTIST FINANCIAL ASSISTANCE: ADMINISTER CHARITABLE GRANTS TO CHRISTIAN SCIENTISTS. 373548 373548 0 2389677 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 41 0 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AK AL AR CA CO FL GA HI IL KS KY MD MA MI MN MS NV NC NH NJ NY NM OR PA RI SC TN UT VA WA WI WV CT ND OH X BRUCE JEFFREY 8165615955 10670 BARKLEY ST OVERLAND PARK KS 66212 BRUCE JEFFREY EXECUTIVE DIRECTOR 31.00 2.00 X X 155568 0 12445 ANNA LISA KRONMAN BOARD CHAIR 1.50 1.00 X X 0 0 0 JOAN BERNARD BRADLEY BOARD VICE CHAIR (RESIGNED IN 2024) 3.00 X X 0 0 0 GINA LINDQUIST-BAILEY DIRECTOR/BOARD VICE CHAIR 3.00 X X 0 0 0 ROB COLLIER TREASURER 3.00 X X 0 0 0 D BRIAN BOETTIGER DIRECTOR 3.00 0.25 X 0 0 0 KEVIN D'EVELYN DIRECTOR 3.00 X 0 0 0 CHARLES LINDAHL DIRECTOR (RESIGNED IN 2024) 3.00 1.00 X 0 0 0 BEVERLY LUTTRELL DIRECTOR 3.00 X 0 0 0 MARSHALL MCCURTIES DIRECTOR 3.00 X 0 0 0 SHANNON NORDLING DIRECTOR 3.00 X 0 0 0 CHRISTINE NACEWICZ RIGDON DIRECTOR 3.00 X 0 0 0 GEORGE O STRONG DIRECTOR (RESIGNED IN 2024) 3.00 X 0 0 0 KEVIN MASSEY DIRECTOR OF OPERATIONS 35.00 5.00 X 105621 0 8450 261189 0 20895 2 0 1 0 CLIFTONLARSONALLEN LLP 1100 WALNUT STREET SUITE 3400 KANSAS CITY MO 64106 OUTSOURCED ACCOUNTING SERVICES 116451 1 1528837 1528837 MANAGEMENT FEES 561000 1351417 1351417 1351417 149871 149871 790 790 1200000 871911 8066 328089 -8066 320023 320023 3350938 1351417 0 470684 415366 415366 168013 168013 980367 965367 15000 60009 60009 1928 1928 91213 91213 1807 1807 131492 131492 42925 42925 234737 234737 80214 42775 37439 154360 154360 35888 35888 111627 111627 10677 10677 51917 51917 18157 18157 TAXES AND REGISTRATION 23387 23387 TRAINING 3209 3209 DUES & SUBSCRIPTIONS 1010 1010 MISC EXPENSES 37 37 2618340 2389677 176224 52439 678276 645170 26625 26625 8317 0 1760938 244903 1576017 1516035 3989366 4266726 6278601 6454556 79673 118742 941996 53960 1021669 172702 X 5100158 6142290 156774 139564 5256932 6281854 6278601 6454556 732598 292324 0 X X 0 1 X 1 0 X 1571306 2542379 926424 1000512 1528837 7569458 1571306 2542379 926424 1000512 1528837 7569458 1595642 5973816 59591 75959 111533 106231 150662 503976 3589 4500 17613 1023 26725 8100159 6992745 0.73750 0.68660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 3,589. 2021 AMOUNT: $ 4,500. 2022 AMOUNT: $ 17,613. 2023 AMOUNT: $ 1,023. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 206820 206820 409352 27990 381362 934934 64164 870770 204732 152749 51983 5100 5100 1516035 RELATED PARTY PAYABLE 53960 53960 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE DETERMINATION IS THAT THE ORGANIZATION IS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND FOLLOWS THE ACCOUNTING STANDARD TO EVALUATE UNCERTAIN TAX POSITIONS. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 OR 2023. 1 DISASTER RELIEF 15 41818 LIVING EXPENSES 17 64144 HOME MORTGAGE/RENT 62 121655 PRACTITIONER FEES 47 32423 TRANSPORTATION 41 77410 HOME REPAIR 8 22157 RELOCATION 10 22705 EXCEPTIONAL EXPENSE 2 2090 TAX ASSISTANCE 2 3600 UTILITIES 9 11659 MISC EXPENSES 1 300 PUBLISHING SOCIETY 3 485 CRIME REPAIR 2 3300 DEBT CONTROL 5 6120 FUNERAL EXPENSES 1 2500 PROFESSIONAL EXPENSES 1 3000 PART I, LINE 2: THE RECIPIENT OF A GRANT ISSUED BY THE PRINCIPLE FOUNDATION IS REQUIRED TO PROVIDE DETAIL ON HOW THE GRANT FUNDS WILL BE USED. IF A SECOND GRANT IS REQUESTED, THE PRINCIPLE FOUNDATION WILL ANALYZE ANY PREVIOUS GRANTS ISSUED TO THE RECIPIENT TO VERIFY THAT GRANT FUNDS WERE USED ACCORDING TO DETAIL PROVIDED. X X 0 0 0 0 0 0 0 0 0 BRUCE JEFFREY EXECUTIVE DIRECTOR 155568 0 0 0 0 0 12205 0 240 0 168013 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS USES THE BI-ENNIAL UMKC NON-PROFIT SALARY SURVEY TO PROVIDE COMPARABILITY DATA DURING THE REVIEW PROCESS. FINAL APPROVAL AND DECISION IS MADE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD MAY FORM AN EXECUTIVE COMMITTEE (EC) TO HANDLE BOARD BUSINESS BETWEEN BOARD MEETINGS. THE EC SHALL BE COMPOSED OF THE ELECTED BOARD OFFICERS, INCLUDING THE EXECUTIVE DIRECTOR/BOARD CHAIR, AND ONE ADDITIONAL DIRECTOR. THE EC SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS WHEN THE BOARD IS NOT IN SESSION EXCEPT FOR THOSE POWERS LISTED BELOW AND RESERVED FOR THE BOARD OF DIRECTORS. A MAJORITY OF THE MEMBERS OF THE EC SHALL CONSTITUTE A QUORUM AND THE ACT OF A MAJORITY, AT ANY MEETING AT WHICH A QUORUM IS ATTAINED, SHALL BE THE ACT OF THE COMMITTEE, PROVIDED THAT THE ACT OF SAID MAJORITY SHALL REPRESENT THE AFFIRMATIVE VOTE OF AT LEAST FOUR BOARD DIRECTORS. THE EC SHALL REPORT ITS ACTIONS TO THE BOARD OF DIRECTORS AT THE NEXT MEETING OF THE BOARD. THE EC SHALL NOT HAVE THE POWER TO: 1. ELECT OR REMOVE TRUSTEES OR OFFICERS 2. CHANGE THE NUMBER OF TRUSTEES OR FILL VACANCIES IN DIRECTOR OR OFFICER POSITIONS 3. AMEND THE ARTICLES OF INCORPORATION OR BYLAWS 4. APPROVE OR AMEND THE ANNUAL BUDGET OR COMMIT TPF TO ANY ACTION WHICH WOULD INCREASE EXPENDITURES IN ANY FISCAL YEAR TO EXCEED BUDGETED EXPENDITURES 5. CHANGE TPF'S PRINCIPAL OFFICE 6. AUTHORIZE A SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION OF ALL OF TPF'S PROPERTY AND ASSETS 7. AUTHORIZE A MERGER OR CONSOLIDATION OF TPF 8. AUTHORIZE DISSOLUTION OF TPF OR ITS SUPPORTING ORGANIZATIONS 9. ADD NEW PROGRAMS OR TERMINATE EXISTING PROGRAMS THE FORMATION OF AN EXECUTIVE COMMITTEE WAS NOT DEEMED NECESSARY IN 2024. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE FORM 990. THE INDEPENDENT ACCOUNTING FIRM THEN PROVIDES THE ORGANIZATION'S EXECUTIVE DIRECTOR A DRAFT OF THE FORM 990 FOR COMMENTS. ALL ISSUES ARE RESOLVED AND A COPY OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. THE BOARD CHAIR, TREASURER AND EXECUTIVE DIRECTOR MUST APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE PRINCIPLE FOUNDATION CONFLICT OF INTEREST POLICY COVERS THE BOARD, COMMITTEES AND STAFF. ACTUAL OR POTENTIAL CONFLICTS ARE REQUIRED TO BE REPORTED AS THEY ARISE TO THE BOARD PRESIDENT OR THE EXECUTIVE DIRECTOR AS APPROPRIATE. IN ADDITION THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR MONITOR PROPOSED AND ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS. ONCE IDENTIFIED, THESE ITEMS ARE REVIEWED BY THE BOARD. THE INDIVIDUAL IN CONFLICT CANNOT BE INVOLVED IN THE DECISION AND MAY BE ASKED TO RECUSE THEMSELVES; THIS DOES NOT PRECLUDE THE BOARD FROM REQUESTING ADDITIONAL NEEDED INFORMATION. DECISIONS ABOUT RESTRICTIONS ARE RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE PRINCIPLE FOUNDATION INDEPENDENT BOARD OF DIRECTORS APPROVED THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD OF DIRECTORS USES THE BI-ANNUAL UMKC NON-PROFIT SALARY SURVEY TO PROVIDE COMPARABILITY DATA DURING THE REVIEW PROCESS. AN ANNUAL COST OF LIVING INCREASE IS ALSO A CONSIDERATION DURING THE REVIEW. THE COMPENSATION DELIBERATION AND FINAL DECISION MADE BY THE INDEPENDENT BOARD OF DIRECTORS WAS CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS LAST TOOK PLACE IN 2024. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION DOES NOT HAVE ANY OTHER COMPENSATED INDIVIDUALS THAT FIT THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. FOR REMAINING EMPLOYEES, EVERY THREE YEARS (BASE YEAR 2019) THE ED WILL CONSULT, COMPILE AND ANALYZE BENCHMARK INFORMATION AND DATA ON COMPARABLE POSITIONS IN SIMILAR NONPROFIT ORGANIZATIONS IN KANSAS CITY AND MAY INCLUDE ELSEWHERE. THE ED WILL SUBMIT HIS RECOMMENDATION FOR A TOTAL COMPENSATION ADJUSTMENT FOR EXISTING STAFF TO THE HR COMMITTEE. THE HR COMMITTEE WILL MAKE A UNANIMOUS RECOMMENDATION TO THE BOARD AT THE FALL MEETING. ONCE THE TOTAL SALARY ADJUSTMENT FUND AMOUNT IS APPROVED BY THE BOARD, THE EXECUTIVE DIRECTOR WILL DETERMINE THE SALARY ADJUSTMENTS FOR EACH STAFF MEMBER. IT IS RECOGNIZED THAT, IN THE FINAL ANALYSIS, THERE IS NO OTHER ORGANIZATION LIKE TPF. ALTHOUGH THE ORGANIZATION VALUES RELEVANT INFORMATION, FINAL DECISIONS WILL BE MADE PRIMARILY ON THE BASIS OF THE METAPHYSICAL WORK OF THE EXECUTIVE DIRECTOR AND BOARD MEMBERS. TPF SEEKS TO MODEL INSPIRED DECISION-MAKING BY LETTING GOD, INFINITE MIND, GUIDE US IN EVERY RESPECT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR. NATIONAL FUND FOR CHRISTIAN SCIENCE NURSING 10670 BARKLEY STREET OVERLAND PARK KS 66212 831100674 HELP INDIVIDUALS GAIN ACCESS TO CHRISTIAN SCIENCE CARE KS 501(C)(3) LINE 12A, I THE PRINCIPLE FOUNDATION 1 THE PRINCIPLE FOUNDATION EXTENDED SERVICES 10670 BARKLEY STREET OVERLAND PARK KS 66210 842682895 TO SUPPORT THE HEALING MINISTRY OF CHRISTIAN SCIENCE NURSING KS 501(C)(3) LINE 12A, I THE PRINCIPLE FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 NATIONAL FUND FOR CHRISTIAN SCIENCE NURSING L 816214 CASH THE PRINCIPLE FOUNDATION EXTENDED SERVICES L 570661 CASH