TRUMAN HEARTLAND COMMUNITY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TRUMAN HEARTLAND COMMUNITY FOUNDATION (EIN 43-1482136)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349321865
- Schema version
- 2019v5.0
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T17:30:57-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY POWELL CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E WALNUT ST | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431482136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUMAN HEARTLAND COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUM | BusinessNameControlTxt |
| Phone | 8168368189 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 LITTLE BLUE PARKWAY SUITE 340 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP HANSON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEVERLY POWELL | PreparerPersonNm |
| PTIN | P00623829 | PTIN |
| Phone | 8168330078 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.184.68.214 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 17:30:57 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C0AA0F651FC821C4050BB1F6D62EC6BB119F123A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C0AA0F651FC821C4050BB1F6D62EC6BB119F123A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILLIP HANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 439 E 64TH TERRACE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,105,001 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 456 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,061,948 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,806,222 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,201,176 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,470,579 | CYInvestmentIncomeAmt |
| PY Other Revenue | $507,098 | PYOtherRevenueAmt |
| CY Other Revenue | $629,851 | CYOtherRevenueAmt |
| PY Total Revenue | $9,770,222 | PYTotalRevenueAmt |
| CY Total Revenue | $10,906,652 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,333,437 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,692,386 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $596,316 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $644,747 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $185,603 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $821,881 | PYOtherExpensesAmt |
| CY Other Expenses | $879,260 | CYOtherExpensesAmt |
| PY Total Expenses | $5,751,634 | PYTotalExpensesAmt |
| CY Total Expenses | $6,216,393 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,018,588 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,690,259 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,941,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,413,088 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,851,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,575,934 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,089,814 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,837,154 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE LIVES OF PEOPLE LIVING IN EASTERN JACKSON COUNTY, MO. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,606,211 | ExpenseAmt |
| Grant | $4,692,386 | GrantAmt |
| Desc | TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2019 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR MORE THAN 37 YEARS IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. THIS PAST YEAR WAS VERY PRODUCTIVE WITH CONTRIBUTIONS TOTALING 9 MILLION. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND THE ANNUAL COMMUNITY GRANTS PROGRAM REACHED 4.8 MILLION. THERE ARE NOW MORE THAN 700 FUNDS INCLUDING 49 NEW FUNDS ESTABLISHED IN 2019. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 51 GRANTS TO NONPROFIT ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, EDUCATION, AND MISSOURI WILDLIFE CONSERVATION TOTALING 306,954. SCHOLARSHIPS WERE AWARDED TO 214 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 319,054 TO SUPPORT CONTINUING EDUCATION. THE 124 SCHOLARSHIP FUNDS WERE FUNDED THROUGH DONORS' DEDICATION AND GIVING. THE HEARTLAND LEGACY SOCIETY, COMPRISED OF INDIVIDUALS WHO THROUGH THEIR ESTATE PLANS CHOOSE TO LEAVE A LASTING LEGACY OF PHILANTHROPY, GREW BY 15, BRINGING THE TOTAL MEMBERSHIP TO 165. THEIR THOUGHTFUL PLANNING AND GENEROSITY WILL CONTINUE TO BENEFIT OUR COMMUNITY INTO THE FUTURE. THE NEW COMMUNITY INITIATIVE, JOB SKILLS FOR NEW CAREERS, AIMS TO HELP IMPROVE THE ECONOMIC STATUS OF FAMILIES IN EASTERN JACKSON COUNTY AND BREAK THE CYCLE OF POVERTY BY PROVIDING A PATHWAY TO HIGHER PAYING, IN-DEMAND CAREERS THROUGH JOB SKILLS TRAINING, FINANCIAL COACHING AND MENTORSHIP. THE RESULT OF HUNDREDS OF CONVERSATIONS WITH FUND HOLDERS AND MONTHS OF RESEARCH, JOB SKILLS FOR NEW CAREERS IS A COLLABORATION WITH FOUR KEY ORGANIZATIONS: COMMUNITY SERVICES LEAGUE, HERNDON CAREER CENTER, MID- CONTINENT PUBLIC LIBRARY AND UNIVERSITY OF CENTRAL MISSOURI. USING EACH ORGANIZATION'S UNIQUE ASSETS, APPLICANTS WILL RECEIVE FREE TRAINING IN FIELDS THAT PAY LIVING WAGES AND ARE IN HIGH DEMAND IN THE REGION, INCLUDING HEALTHCARE, INFORMATION TECHNOLOGY AND SKILLED INDUSTRIAL TRADES. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDES 160 STUDENTS FROM 11 LOCAL SCHOOLS. TOGETHER, THEY LEARN ABOUT PHILANTHROPY AND GAIN HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING AND VOLUNTEERISM. IN 2019, THEY COLLECTED 40,000 ITEMS DURING THEIR ANNUAL FOOD DRIVE FOR LOCAL PANTRIES AND ORGANIZED A FUNDRAISING EVENT TO SUPPORT THE GROWTH OF THEIR OWN ENDOWMENT FUND. THE YAC STUDENTS ARE ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND SUPPORT VARIOUS ORGANIZATIONS UTILIZING THEIR ENDOWMENT. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY JUDY FORRESTER AND CANDY WHITE, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH MORE THAN 750 GUESTS IN ATTENDANCE, IT WAS A GREAT SUCCESS. ONCE AGAIN, THE EVENT SHOWCASED THE FOUNDATION'S WORK IN THE COMMUNITY AND INTRODUCED SPONSORS AND GUESTS TO THE WONDERFUL GROUP OF HONOREES AND OUTSTANDING CITIZENS WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT WERE RECEIVING RECOGNITION. THE COMMITTEE SURPASSED ITS GOAL AND GENERATED MORE THAN 189,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN FOR OPERATING EXPENSES. | Desc |
| Total Program Service Expenses | $5,606,211 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGET STOPPELMAN | BusinessNameLine1Txt |
| Business Name Line2 | TRUMAN HEARTLAND COMMUNITY FOUNDATI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168368189 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 LITTLE BLUE PARKWAY STE 340 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64057 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| PHILLIP HANSON | ||||||
| PRESIDENT/CE | 40.00 | Yes (X) | $151,448 | $0 | $6,595 | |
| BRIDGET STOPPELMAN | ||||||
| CFO | 40.00 | Yes (X) | $78,280 | $0 | $10,736 | |
| BEVERLY POWELL | ||||||
| CIO | 12.00 | Yes (X) | $42,433 | $0 | $2,973 | |
| CINDY CAVANAH | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELE CRUMBAUGH | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JUDY FORRESTER | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ELEANOR FRASIER | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| LINDA GERDING | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JULIA HAMPTON | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| HELEN HATRIDGE | ||||||
| PAST CHAIR/D | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID JETER | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CLIFFORD JONES | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BARBARA KOIRTYOHANN | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BRET KOLMAN | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN MCEVOY | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| TRACEY MERSHON | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELANIE MOENTMANN | ||||||
| VICE CHAIR/D | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE NOLL | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| STEVE POTTER | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| RANDY RHOADS | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| STAN SALVA | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KAREN SCHULER | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| STEVE SHELTON | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BRAD SPEAKS | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ALLAN THOMPSON | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MONTIE TRIPP | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF WALTERS | ||||||
| TREASURER/DI | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LYNETTE WHEELER | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CANDY WHITE | ||||||
| SECRETARY/DI | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DYAN ZIMMERMAN | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $272,161 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $20,304 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $426,151 | FundraisingAmt |
| All Other Contributions | $8,380,071 | AllOtherContributionsAmt |
| Noncash Contributions | $2,604,522 | NoncashContributionsAmt |
| Total Contributions | $8,806,222 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,215,116 | TotalRevenueColumnAmt |
| Exclusion | $1,215,116 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $255,463 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $255,463 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $255,463 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $255,463 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $193,869 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $426,151 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $198,349 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,480 | TotalRevenueColumnAmt |
| Exclusion | $13,829 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| ADMINISTRATION INCOME | $628,964 | $628,964 |
| MISCELLANEOUS INCOME | $5,367 | $5,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $634,331 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,906,652 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $255,463 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,863,276 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,373,332 | TotalAmt |
| Program Services | $4,373,332 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,054 | TotalAmt |
| Program Services | $319,054 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,464 | TotalAmt |
| Program Services | $80,483 | ProgramServicesAmt |
| Management And General | $148,293 | ManagementAndGeneralAmt |
| Fundraising | $63,688 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,972 | TotalAmt |
| Program Services | $130,077 | ProgramServicesAmt |
| Management And General | $83,121 | ManagementAndGeneralAmt |
| Fundraising | $73,774 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,949 | TotalAmt |
| Program Services | $14,636 | ProgramServicesAmt |
| Management And General | $4,558 | ManagementAndGeneralAmt |
| Fundraising | $6,755 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,362 | TotalAmt |
| Program Services | $14,561 | ProgramServicesAmt |
| Management And General | $15,317 | ManagementAndGeneralAmt |
| Fundraising | $9,484 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,400 | TotalAmt |
| Management And General | $2,400 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,800 | TotalAmt |
| Management And General | $9,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,058 | TotalAmt |
| Program Services | $9,099 | ProgramServicesAmt |
| Management And General | $9,162 | ManagementAndGeneralAmt |
| Fundraising | $797 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,780 | TotalAmt |
| Program Services | $10,232 | ProgramServicesAmt |
| Management And General | $7,624 | ManagementAndGeneralAmt |
| Fundraising | $924 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,597 | TotalAmt |
| Program Services | $12,082 | ProgramServicesAmt |
| Management And General | $26,863 | ManagementAndGeneralAmt |
| Fundraising | $3,652 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,246 | TotalAmt |
| Management And General | $26,246 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,524 | TotalAmt |
| Program Services | $1,631 | ProgramServicesAmt |
| Management And General | $3,262 | ManagementAndGeneralAmt |
| Fundraising | $1,631 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,264 | TotalAmt |
| Management And General | $11,264 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,446 | TotalAmt |
| Management And General | $14,446 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $606,512 | $606,512 | ||
| MARKETING/RECRUITING EXPE | $51,798 | $2,045 | $33,321 | $16,432 |
| EQUIPMENT RENTAL/MAINTENA | $18,486 | $9,243 | $4,622 | $4,621 |
| BANKING FEES | $8,395 | $5,846 | $1,274 | $1,275 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,954 | TotalAmt |
| Program Services | $17,378 | ProgramServicesAmt |
| Management And General | $23,006 | ManagementAndGeneralAmt |
| Fundraising | $2,570 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,216,393 | TotalAmt |
| Program Services | $5,606,211 | ProgramServicesAmt |
| Management And General | $424,579 | ManagementAndGeneralAmt |
| Fundraising | $185,603 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $877,917 | BOYAmt |
| EOY | $1,065,021 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,455,676 | BOYAmt |
| EOY | $3,894,106 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,837 | BOYAmt |
| EOY | $5,162 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,203 | BOYAmt |
| EOY | $13,153 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $138,817 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,064 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,356 | BOYAmt |
| EOY | $29,753 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,556,642 | BOYAmt |
| EOY | $49,405,893 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,941,631 | BOYAmt |
| EOY | $54,413,088 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,101 | BOYAmt |
| EOY | $69,747 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,100 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,767,616 | BOYAmt |
| EOY | $12,506,187 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,851,817 | BOYAmt |
| EOY | $12,575,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,674,981 | BOYAmt |
| EOY | $39,264,253 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,414,833 | BOYAmt |
| EOY | $2,572,901 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,089,814 | BOYAmt |
| EOY | $41,837,154 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,941,631 | BOYAmt |
| EOY | $54,413,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,690,259 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,197,416 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$140,335 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,863,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,567,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,908,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,061,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,806,222 | CurrentTaxYearAmt |
| Total | $32,207,127 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,863,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,567,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,908,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,061,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,806,222 | CurrentTaxYearAmt |
| Total | $32,207,127 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,883,482 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,323,645 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $972,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,083,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,660,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,215,116 | CurrentTaxYearAmt |
| Total | $5,879,011 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $461,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $505,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $518,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $570,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $634,331 | CurrentTaxYearAmt |
| Total | $2,689,271 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,775,409 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $58,591 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 19,364 ADMINISTRATION INCOME 2,669,907 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,351 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,351 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,646,157 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,647,508 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $432,375 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $108,094 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $437,582 | CurrentYearMinus1Amt |
| Current Year | $432,375 | CurrentYearAmt |
| Total | $869,957 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,304,936 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $6,000 | CurrentYearMinus1Amt |
| Current Year | $1,351 | CurrentYearAmt |
| Total | $7,351 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $109,396 | CurrentYearMinus1Amt |
| Current Year | $108,094 | CurrentYearAmt |
| Total | $217,490 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $326,235 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $6,000 | CurrentYearMinus1Amt |
| Current Year | $1,351 | CurrentYearAmt |
| Total | $7,351 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | TRUMAN HEARTLAND DID NOT MADE ANY LOBBYING EXPENDITURES FOR EITHER OF THE FOLLOWING YEARS: 2016 2017 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 254 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 491 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,985,543 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,820,680 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,591,053 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $3,101,333 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,196,058 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $29,641,096 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,205,898 | BeginningYearBalanceAmt |
| Contributions | $6,144,648 | ContributionsAmt |
| Investment Earnings Or Losses | $3,752,293 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,425,549 | GrantsOrScholarshipsAmt |
| Other Expenditures | $172 | OtherExpendituresAmt |
| Administrative Expenses | $323,970 | AdministrativeExpensesAmt |
| End Year Balance | $28,353,148 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,228,731 | BeginningYearBalanceAmt |
| Contributions | $1,216,434 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,452,340 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,485,446 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,320 | OtherExpendituresAmt |
| Administrative Expenses | $300,161 | AdministrativeExpensesAmt |
| End Year Balance | $20,205,898 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,773,218 | BeginningYearBalanceAmt |
| Contributions | $3,325,273 | ContributionsAmt |
| Investment Earnings Or Losses | $2,832,312 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,411,984 | GrantsOrScholarshipsAmt |
| Other Expenditures | $424 | OtherExpendituresAmt |
| Administrative Expenses | $289,664 | AdministrativeExpensesAmt |
| End Year Balance | $22,228,731 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,105,610 | BeginningYearBalanceAmt |
| Contributions | $1,823,869 | ContributionsAmt |
| Investment Earnings Or Losses | $1,090,682 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $994,142 | GrantsOrScholarshipsAmt |
| Other Expenditures | $833 | OtherExpendituresAmt |
| Administrative Expenses | $251,968 | AdministrativeExpensesAmt |
| End Year Balance | $17,773,218 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,072,291 | BeginningYearBalanceAmt |
| Contributions | $1,836,250 | ContributionsAmt |
| Investment Earnings Or Losses | -$470,831 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,083,593 | GrantsOrScholarshipsAmt |
| Other Expenditures | $117 | OtherExpendituresAmt |
| Administrative Expenses | $248,390 | AdministrativeExpensesAmt |
| End Year Balance | $16,105,610 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,694 | DepreciationAmt |
| Book Value | $15,914 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,209 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,370 | DepreciationAmt |
| Book Value | $13,839 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,753 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $11,958,476 |
| LIAB UNDER SPLIT-INT AGREEMENTS | $547,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,506,187 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $14,017,018 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,197,416 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $44,720 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$1,131,770 | OtherRevenueAmt |
| Revenue Not Reported | $3,110,366 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,906,652 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $10,906,652 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,269,678 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $44,720 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$991,435 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$946,715 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,216,393 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,216,393 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -32,991 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 198,349 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 156,780 INCOME RELATED TO AGENCY FUNDS -1,453,993 UNLOCATED INCOME DIFF FROM AUDIT 85 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | EXPENSES RELATED TO AGENCY FUNDS -1,193,364 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 198,349 DEPRECIATION DIFFERENCE 1,829 UNLOCATED EXPENSE DIFF PER AUDIT -85 ROUNDING DIFFERENCE 7 BOOK / TAX DEPRECIATION DIFFERENCE 1,829 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA - THCF | Event1Nm |
| Gross Receipts Event1 | $252,671 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $178,629 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,042 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,968 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $52,501 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,416 | OtherDirectExpensesEvent1Amt |
| Event2 | ROTARY CARNIVAL | Event2Nm |
| Gross Receipts Event2 | $173,503 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $86,427 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $87,076 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,809 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $37,680 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $22,603 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,712 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $188,835 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $161,095 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $27,740 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $19,004 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,308 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $23,594 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $615,009 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $426,151 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $188,858 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,781 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $94,489 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $24,203 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $48,722 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $194,195 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,337 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (146 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLEN PRESS | ||||||||
| PO BOX 621 | LAWRENCE | KS | 660440621 | 480698934 | $17,975 | PRINTING | ||
| AM LEBANESE SYRIAN ASSOC CHARITIE | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 351044585 | $19,503 | ANNUAL DISTRIBUTION | 501(C) | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | 131788491 | $11,018 | CANCER RESEARCH | 501(C) | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | 530196605 | $11,018 | HUMANITARIAN RELIEF | 501(C) | |
| ANNUNCIATION HOUSE | ||||||||
| 815 MYRTLE AVE | EL PASO | TX | 79901 | 741152529 | $10,000 | IMMIG&REFUGEE ASSIST | 501(C) | |
| BINGHAM WAGGONER HISTORICAL SOCIETY | ||||||||
| P O BOX 1163 | INDEPENDENCE | MO | 64051 | 431179443 | $9,000 | GENERAL SUPPORT | 501(C) | |
| BLUE SPRINGS EDUCATION FOUND | ||||||||
| 1801 NW VESPER ST | BLUE SPRINGS | MO | 64015 | 462948172 | $30,000 | SCHOLARSHIP SUPPORT | 501(C) | |
| BLUE SPRINGS HISTORICAL SOCIETY | ||||||||
| PO BOX 762 | BLUE SPRINGS | MO | 64013 | 431108906 | $7,900 | RESTORATION | 501(C) | |
| BRANCATO'S CATERING | ||||||||
| 5050 KANSAS AVE | KANSAS CITY | KS | 66106 | 430921106 | $7,000 | DEPOSIT | ||
| BRIGHTSTONE INC | ||||||||
| PO BOX 682966 | FRANKLIN | TN | 37068 | 621783260 | $50,000 | LAND OF DREAMS | 501(C) | |
| CASS COUNTY HISTORICAL SOCIETY | ||||||||
| 400 E MECHANIC | HARRISONVILLE | MO | 64701 | 237357777 | $18,000 | OPERATING EXPENSES | 501(C) | |
| CELEBRATION ON STERLING | ||||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | 430889029 | $14,234 | ANNUAL DISTRIBUTION | 501(C) | |
| CELEBRATION ON STERLING | ||||||||
| 3601 S STERLING AVE | INDEPENDENCE | MO | 64052 | 430889029 | $12,794 | ANNUAL DISTRIBUTION | 501(C) | |
| CHILDREN'S MERCY HOSPITALS & CLINIC | ||||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | 440605373 | $10,000 | CMH EAST EXPANSION | 501(C) | |
| CHRISTIAN CHURCH OF GREATER KANSAS | ||||||||
| 9401 JOHNSON DRIVE | MERRIAM | KS | 66203 | 440558472 | $8,924 | ANNUAL DISTRIBUTION | ||
| CITY OF GRAIN VALLEY MO | ||||||||
| 711 MAIN | GRAIN VALLEY | MO | 64029 | $6,375 | CAMP FOCUS | 501(C) | ||
| CITY OF INDEPENDENCE - FINANCE DEPT | ||||||||
| 111 E MAPLE | INDEPENDENCE | MO | 64050 | 446000190 | $105,260 | FUND CLOSURE PAYOUT | 501(C) | |
| CITY OF LEE'S SUMMIT - ADMINISTRATI | ||||||||
| 220 SE GREEN STREET | LEES SUMMIT | MO | 64063 | 446000208 | $42,759 | ANIMAL CNTRL IMPROV | 501(C) | |
| CITY UNION MISSION | ||||||||
| 1100 E 11TH | KANSAS CITY | MO | 64106 | 446005481 | $5,931 | GENERAL SUPPORT | 501(C) | |
| CLINTON UNITED METHODIST CHURCH | ||||||||
| 601 S 4TH STREET | CLINTON | MO | 64735 | 440590276 | $10,000 | GENERAL SUPPORT | 501(C) | |
| COLLEGE OF THE OZARKS | ||||||||
| PO BOX 17 | POINT LOOKOUT | MO | 65726 | 440556862 | $6,368 | GENERAL SUPPORT | 501(C) | |
| COMMUNITY BETTERMENT ASSOCIATION OF | ||||||||
| 203 PAUL STREET | PLEASANT HILL | MO | 64080 | 431554198 | $7,293 | MURAL INSTALLMENT | 501(C) | |
| COMMUNITY BIBLE STUDY | ||||||||
| 790 STOUT ROAD | COLORADO SPRINGS | CO | 809213802 | 510233462 | $10,000 | GENERAL SUPPORT | 501(C) | |
| COMMUNITY OF CHRIST - CORNERSTONE | ||||||||
| PO BOX 3264 | INDEPENDENCE | MO | 64055 | $15,000 | MINISTRY SUPPORT | |||
| COMMUNITY SERVICES LEAGUE | ||||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 430976396 | $6,000 | NXT STEP KC LOANPROG | 501(C) | |
| COMMUNITY SERVICES LEAGUE | ||||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 430976396 | $6,923 | NEIGHBORHOOD DINNERS | 501(C) | |
| COMMUNITY SERVICES LEAGUE | ||||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 430976396 | $10,539 | DINNER EXPENSES | 501(C) | |
| COMMUNITY SERVICES LEAGUE | ||||||||
| 404 NORTH NOLAND RD | INDEPENDENCE | MO | 64050 | 430976396 | $15,000 | EDUCATION | 501(C) | |
| COURAGEOUS LIFE CHURCH | ||||||||
| 18703 E SALISBURY RD | INDEPENDENCE | MO | 640563501 | 455011117 | $15,000 | BUILDING FUND | 501(C) | |
| CRECER FOUNDATION | ||||||||
| PO BOX 399 | DESOTO | KS | 66018 | 205197207 | $15,000 | SEMINARY BUILDING | 501(C) | |
| DEBBIE MILLER CONSULTING INC | ||||||||
| 47 SPYGLASS DRIVE | LITTLETON | CO | 80123 | 861118323 | $9,291 | RAY-PEC LABS | ||
| DEBBIE MILLER CONSULTING INC | ||||||||
| 47 SPYGLASS DRIVE | LITTLETON | CO | 80123 | 861118323 | $9,260 | LAB CLASSROOMS | ||
| DEVELOPING POTENTIAL INC | ||||||||
| 251 NW EXECUTIVE WAY SUITE 200 | LEES SUMMIT | MO | 64063 | 431661167 | $25,000 | CAPITAL CAMPAIGN | 501(C) | |
| DRUMM FARM CENTER FOR CHILDREN INC | ||||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | 440569643 | $25,000 | COMPASS | 501(C) | |
| DRUMM FARM CENTER FOR CHILDREN INC | ||||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | 440569643 | $10,000 | COMPASS | 501(C) | |
| DRUMM FARM CENTER FOR CHILDREN INC | ||||||||
| 3210 LEES SUMMIT RD | INDEPENDENCE | MO | 64055 | 440569643 | $6,200 | COMPASS PROGRAM | 501(C) | |
| FAMILY-TO-FAMILY | ||||||||
| PO BOX 255 | HASTINGSONHUDSON | NY | 10706 | 571169066 | $6,000 | HLCST SURV/BK ANGLS | 501(C) | |
| FELLOWSHIP BIBLE CHURCH | ||||||||
| 1210 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | 621660360 | $30,000 | GENERAL SUPPORT | ||
| FIRST BAPTIST CHURCH OF INDEP | ||||||||
| 500 WEST TRUMAN ROAD | INDEPENDENCE | MO | 640502695 | 040556855 | $7,200 | GENERAL SUPPORT | 501(C) | |
| FIRST PRESBYTERIAN CHURCH OF LEE'S | ||||||||
| 1625 NW OBRIEN RD | LEES SUMMIT | MO | 64081 | 440665111 | $80,234 | 80% PAYOUT TO RETIRE | 501(C) | |
| FIRST PRESBYTERIAN CHURCH OF LEE'S | ||||||||
| 1625 NW OBRIEN RD | LEES SUMMIT | MO | 64081 | 440665111 | $301,838 | 80% PAYOUT TO RETIRE | 501(C) | |
| FIRST PRESBYTERIAN CHURCH OF LEE'S | ||||||||
| 1625 NW OBRIEN RD | LEES SUMMIT | MO | 64081 | 440665111 | $79,721 | FINAL DISTRIBUTION | 501(C) | |
| FIRST PRESBYTERIAN CHURCH OF LEE'S | ||||||||
| 1625 NW OBRIEN RD | LEES SUMMIT | MO | 64081 | 440665111 | $21,842 | FINAL DISTRIBUTION | 501(C) | |
| FULLER PARK COMMUNITY DEVELOPMENT C | ||||||||
| 4417 S STEWART AVE | CHICAGO | IL | 60609 | 363890176 | $11,973 | GARDEN EQUIPMENT | 501(C) | |
| GATEWAY CHURCH OF BLUE SPRINGS | ||||||||
| 5600 SW WOODS CHAPEL ROAD | BLUE SPRINGS | MO | 64015 | 364514694 | $6,000 | PASTORAL SUPPORT | 501(C) | |
| GEHA | ||||||||
| 310 NE MULBERRY STREET | LEES SUMMIT | MO | 64086 | 440545275 | $6,422 | EXPENSE REIMBURSEMEN | 501(C) | |
| GLOBAL GIVING TUMAINI INNOVATION C | ||||||||
| 1110 VERMONT AVE NW | WASHINGTON DC | DC | 20005 | 300108263 | $10,000 | TUMAINI INNOVCENTER | 501(C) | |
| GOOD SHEPHERD CARE COMMUNITY | ||||||||
| 202 S WEST STREET PO BOX 849 | CONCORDIA | MO | 64020 | 430799196 | $10,000 | MEMORY CARE | 501(C) | |
| GRACELAND UNIVERSITY | ||||||||
| 1 UNIVERSITY PLACE | LAMONI | IA | 50140 | 420707114 | $10,000 | BUILDING CAMPAIGN | 501(C) | |
| GRACELAND UNIVERSITY | ||||||||
| 1 UNIVERSITY PLACE | LAMONI | IA | 50140 | 420707114 | $15,000 | INSURANCE PREMIUM | 501(C) | |
| GRAIN VALLEY R-5 SCHOOL DISTRICT | ||||||||
| 31606 NE PINK HILL RD PO BOX 304 | GRAIN VALLEY | MO | 640290719 | 446004947 | $11,745 | MAJOR SAVER DIST | 501(C) | |
| GRAIN VALLEY R-5 SCHOOL DISTRICT | ||||||||
| 31606 NE PINK HILL RD PO BOX 304 | GRAIN VALLEY | MO | 640290719 | 446004947 | $28,800 | SCHOLARSHIPS | 501(C) | |
| H8 CANCER FOUNDATION | ||||||||
| 100 N DIXIELAND RD | ROGERS | AR | 72756 | 471486235 | $6,200 | TOMSTOCK | 501(C) | SUITE D2 193 |
| HARRISONVILLE ANIMAL SHELTER | ||||||||
| PO BOX 367 | HARRISONVILLE | MO | 64701 | 446000184 | $11,018 | GENERAL SUPPORT | ||
| HARRISONVILLE MINISTERIAL FOOD PANT | ||||||||
| 1311 SANDERS STREET | HARRISONVILLE | MO | 64701 | 431800881 | $11,018 | FOOD PANTRY | 501(C) | |
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | 436042632 | $10,000 | TRUMAN LIBRARY RENO | 501(C) | |
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | 436042632 | $130,000 | CAPITAL CAMPAIGN | 501(C) | |
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | 436042632 | $20,000 | CAPITAL CAMPAIGN | 501(C) | |
| HEALTH CARE COLLABORATIVE OF RURAL | ||||||||
| 825 SOUTH BUSINESS HIWAY 13 | LEXINGTON | MO | 64067 | 300349221 | $9,500 | DENTAL NEEDS | 501(C) | |
| HEART OF AMERICA BOY SCOUTS OF AMER | ||||||||
| 10210 HOLMES | KANSAS CITY | MO | 641314212 | 440545995 | $10,000 | CAMP SCHOLARSHIPS | 501(C) | |
| HEARTLAND CHAMBER MUSIC | ||||||||
| 1600 GENESSEE ST STE 824 | KANSAS CITY | MO | 64111 | 481248171 | $7,500 | STRING SPROUTS K.C. | 501(C) | |
| HILLCREST TRANSITIONAL | ||||||||
| 203093292 | $17,888 | GENERAL SUPPORT | 501(C) | |||||
| HILLCREST TRANSITIONAL HOUSING OF M | ||||||||
| PO BOX 901924 | KANSAS CITY | MO | 64190 | 203093292 | $17,849 | ANNUAL DISTRIBUTION | 501(C) | |
| HILLCREST TRANSITIONAL HOUSING OF M | ||||||||
| PO BOX 901924 | KANSAS CITY | MO | 64190 | 203093292 | $7,500 | GENERAL SUPPORT | 501(C) | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | 381374230 | $6,368 | GENERAL SUPPORT | 501(C) | |
| HOLIDAYFX | ||||||||
| 939 HOMESTEAD ST | EXCELSIOR SPRINGS | MO | 64024 | 261281470 | $12,015 | HOLIDAY LIGHTING | ||
| HOLY SPIRIT CATHOLIC SCHOOL | ||||||||
| 11300 W 103RD STREET | OVERLAND PARK | KS | 66214 | $10,000 | FUND A NEED | |||
| HOPE HOUSE INC | ||||||||
| P O BOX 577 | LEES SUMMIT | MO | 64063 | 431265685 | $6,850 | GENERAL SUPPORT | 501(C) | |
| JACKSON COUNTY COURT APPOINTED SPEC | ||||||||
| 2544 HOLMES | KANSAS CITY | MO | 64108 | 431401328 | $6,800 | GENERAL SUPPORT | 501(C) | |
| JACKSON COUNTY HISTORICAL SOCIETY | ||||||||
| P O BOX 4241 | INDEPENDENCE | MO | 64051 | 440651562 | $18,000 | MUSEUM SUPPORT | 501(C) | |
| JOHN KNOX VILLAGE FOUNDATION | ||||||||
| 400 NW MURRAY RD | LEES SUMMIT | MO | 640811426 | 431304714 | $20,000 | MATCHING GRANT | 501(C) | |
| KANSAS CITY SCHOLARS INC | ||||||||
| 8080 WARD PARKWAY SUITE 402 | KANSAS CITY | MO | 64114 | 813287932 | $42,500 | SCHOLARSHIPS | 501(C) | |
| KANSAS CITY SYMPHONY | ||||||||
| 1703 WYANDOTTE STREET SUITE 200 | KANSAS CITY | MO | 64108 | 431297475 | $7,500 | GENERAL SUPPORT | 501(C) | |
| KCPT - PUBLIC TELEVISION | ||||||||
| 125 E 31ST STREET | KANSAS CITY | MO | 64108 | 237114952 | $6,322 | GENERAL SUPPORT | 501(C) | |
| LAW OFFICE OF JONATHAN R WHITEHEAD | ||||||||
| 229 SE DOUGLAS SUITE 210 | LEES SUMMIT | MO | 64063 | $5,790 | EXPENSES | |||
| LEE'S SUMMIT ACADEMY | ||||||||
| 601 NW LIBBY LN | LEES SUMMIT | MO | 64063 | 431118190 | $9,000 | MUSIC PROGRAMS | 501(C) | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 6811 SHAWNEE MISSION PKWY SUITE 20 | SHAWNEE MISSION | KS | 66202 | 135644916 | $127,816 | GENERAL SUPPORT | 501(C) | |
| LEVY RESTAURANTS ARROWHEAD STADUIM | ||||||||
| ONE ARROWHEAD DRIVE | KANSAS CITY | MO | 64129 | $12,335 | MARDI GRAS 2019 | |||
| LEVY RESTAURANTS ARROWHEAD STADUIM | ||||||||
| ONE ARROWHEAD DRIVE | KANSAS CITY | MO | 64129 | $25,345 | MARDI GRAS 2019 | |||
| LINCOLN NATIONAL LIFE INSURANCE CO | ||||||||
| P O BOX 7719 | PHILADELPHIA | PA | 191707719 | 350472300 | $50,800 | INSURANCE PREMIUM | ||
| LINCOLN NATIONAL LIFE INSURANCE CO | ||||||||
| P O BOX 7719 | PHILADELPHIA | PA | 191707719 | 350472300 | $24,310 | INSURANCE PREMIUM | ||
| LINCOLN NATIONAL LIFE INSURANCE CO | ||||||||
| P O BOX 7719 | PHILADELPHIA | PA | 191707719 | 350472300 | $7,075 | INSURANCE | ||
| LINCOLN NATIONAL LIFE INSURANCE CO | ||||||||
| P O BOX 7719 | PHILADELPHIA | PA | 191707719 | 350472300 | $30,000 | INSURANCE PREMIUM | ||
| LINCOLN NATIONAL LIFE INSURANCE CO | ||||||||
| P O BOX 7719 | PHILADELPHIA | PA | 191707719 | 350472300 | $19,555 | POLICY PREMIUM | ||
| MBCH CHILDREN AND FAMILY MINISTRIES | ||||||||
| 11300 ST CHARLES ROCK ROAD | BRIDGETON | MO | 63044 | 431948009 | $12,162 | ANNUAL DISTRIBUTION | 501(C) | |
| MISSION SOUTHSIDE | ||||||||
| 18335 W 168TH TERRACE | OLATHE | KS | 66062 | 273655778 | $30,000 | GENERAL SUPPORT | 501(C) | |
| MISSOURI 4-H FOUNDATION | ||||||||
| 109 WHITTEN HALL | COLUMBIA | MO | 65211 | 436044367 | $11,000 | SCHOLARSHIPS | 501(C) | |
| MISSOURI VALLEY COLLEGE DEVELOPMENT | ||||||||
| 500 E COLLEGE ST | MARSHALL | MO | 65340 | 440545286 | $10,000 | GENERAL SUPPORT | 501(C) | |
| MOTHER'S REFUGE | ||||||||
| 14400 E 42ND ST S STE 220 | INDEPENDENCE | MO | 64055 | 431454628 | $7,700 | GENERAL SUPPORT | 501(C) | |
| MOTHER'S REFUGE | ||||||||
| 14400 E 42ND ST S STE 220 | INDEPENDENCE | MO | 64055 | 431454628 | $8,000 | EARLY INTERVENTIO ED | 501(C) | |
| MUSIC-ARTS INSTITUTE | ||||||||
| 1010 S PEARL | INDEPENDENCE | MO | 64050 | 431245831 | $6,000 | WINDOW REPLACEMENT | 501(C) | |
| MUSIC-ARTS INSTITUTE | ||||||||
| 1010 S PEARL | INDEPENDENCE | MO | 64050 | 431245831 | $10,000 | SCHOLARSHIPS | 501(C) | |
| NAMI MISSOURI | ||||||||
| 3405 W TRUMAN BLVD | JEFFERSON CITY | MO | 65109 | 431398666 | $6,322 | GENERAL SUPPORT | 501(C) | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 6405 METCALF AVE SUITE 204 | MISSION | KS | 662024086 | 131673104 | $16,196 | CAMP PROGRAM | 501(C) | |
| NATIONAL WW I MUSEUM AT LIBERTY MEM | ||||||||
| 100 W 26TH ST | KANSAS CITY | MO | 64108 | 436052673 | $8,747 | GENERAL SUPPORT | 501(C) | |
| NEBRASKA INDEPENDENT FILM PROJECTS | ||||||||
| 4901 N 71ST STREET | LINCOLN | NE | 68507 | 470753318 | $10,000 | DOCUMENTARY | 501(C) | |
| OAK GROVE R-VI SCHOOL DIST | ||||||||
| 601 SE 12TH STREET | OAK GROVE | MO | 64075 | $95,126 | VIDEO SCOREBOARD | |||
| PLAY TO LEARN MINISTRIES | ||||||||
| 101 NE RD MIZE ROAD | BLUE SPRINGS | MO | 64014 | 611714726 | $5,500 | TUITION ASSISTANCE | 501(C) | |
| PROJECT GROWS | ||||||||
| PO BOX 781 | STAUNTON | VA | 24402 | 461070735 | $8,674 | SUPPORT AND SUPPLIES | 501(C) | |
| PROTECTIVE LIFE INSURANCE CO | ||||||||
| PO BOX 2606 | BIRMINGHAM | AL | 35202 | $235,000 | INSURANCE PREMIUM | |||
| RAYMORE COMMUNITY FOUNDATION CO CI | ||||||||
| 100 MUNICIPAL CIRCLE | RAYMORE | MO | 64083 | 824658923 | $10,801 | PARK IMPROVEMENTS | ||
| RAYMORE COMMUNITY FOUNDATION CO CI | ||||||||
| 100 MUNICIPAL CIRCLE | RAYMORE | MO | 64083 | 824658923 | $9,034 | PARK IMPROVEMENTS | ||
| RAYTOWN EDUCATIONAL FOUNDATION | ||||||||
| 10750 E 350 HIGHWAY | RAYTOWN | MO | 641381872 | 431667551 | $26,000 | SCHOLARSHIPS | 501(C) | |
| RESTART INC | ||||||||
| 918 E 9TH STREET | KANSAS CITY | MO | 641063072 | 431349378 | $20,823 | ANNUAL DISTRIBUTION | 501(C) | |
| RESTORATION HOUSE OF GREATER KANSAS | ||||||||
| 25713 S STATE ROUTE K | HARRISONVILLE | MO | 647010000 | 274837279 | $25,000 | GENERAL SUPPORT | 501(C) | |
| RISE FOUNDATION | ||||||||
| 2657 KIPLING STREET | PALO ALTO | CA | 94306 | 916542513 | $8,000 | MUSIC/DANCE PROGRAMS | 501(C) | |
| RISE FOUNDATION | ||||||||
| 2657 KIPLING STREET | PALO ALTO | CA | 94306 | 916542513 | $10,000 | BUILDING EXPANSION | 501(C) | |
| RIVERARTS | ||||||||
| PO BOX 60 | HASTINGSONHUDSON | NY | 10706 | 131980628 | $6,000 | TOURS | 501(C) | |
| RONALD MCDONALD HOUSE CHARITIES - K | ||||||||
| 2502 CHERRY STREET | KANSAS CITY | MO | 64108 | 431190760 | $7,700 | GENERAL SUPPORT | 501(C) | |
| ROTARY CLUB OF INDEPENDENCE | ||||||||
| P O BOX 176 | INDEPENDENCE | MO | 64051 | 436052948 | $11,739 | MARDI GRAS 2019 | 501(C) | |
| SCHOOL OF ECONOMICS | ||||||||
| 200 NW 14TH STREET | BLUE SPRINGS | MO | 64015 | 431581206 | $9,938 | GENERAL SUPPORT | 501(C) | |
| SCHOOL OF ECONOMICS | ||||||||
| 200 NW 14TH STREET | BLUE SPRINGS | MO | 64015 | 431581206 | $7,000 | FINANCIAL TRAINING | 501(C) | |
| SHOW HOPE | ||||||||
| 230 FRANKLIN RD STE 11JJ | FRANKLIN | TN | 370642286 | 320011220 | $10,000 | GENERAL SUPPORT | 501(C) | |
| SHOW HOPE | ||||||||
| 230 FRANKLIN RD STE 11JJ | FRANKLIN | TN | 370642286 | 320011220 | $20,000 | GENERAL SUPPORT | 501(C) | |
| SHOW-ME PRESENTATION RESOURCES | ||||||||
| 4501 BLUE RIDGE CUTOFF | KANSAS CITY | MO | 64133 | 431386650 | $8,294 | MARDI GRAS 2019 | ||
| SISTERS OF ST FRANCIS OF THE HOLY | ||||||||
| 2100 N NOLAND RD | INDEPENDENCE | MO | 640501647 | 440606231 | $10,000 | CAPITAL CAMPAIGN | 501(C) | |
| SMCC | ||||||||
| 14216 S BANGERTER PKWY | DRAPER | UT | 84020 | 870581349 | $7,090 | GENERAL SUPPORT | 501(C) | |
| ST JAMES CATHOLIC CHURCH | ||||||||
| 3909 HARRISON ST | KANSAS CITY | MO | 641101205 | 440546493 | $12,000 | ASSISTANCE | ||
| ST MARK'S CATHOLIC CHURCH | ||||||||
| 3736 LEES SUMMIT ROAD | INDEPENDENCE | MO | 64055 | 430835155 | $8,000 | GENERAL SUPPORT | 501(C) | |
| ST MICHAEL THE ARCHANGEL HIGH SCHO | ||||||||
| 2901 NW LEES SUMMIT ROAD | LEES SUMMIT | MO | 64064 | 530196617 | $12,500 | SCHOLARSHIP | 501(C) | |
| ST PETER'S SCHOOL - KC | ||||||||
| 6400 CHARLOTTE | KANSAS CITY | MO | 64131 | $10,000 | GENERAL SUPPORT | |||
| STEPPINGSTONE-EVANGELICAL CHILDREN' | ||||||||
| 5100 NOLAND ROAD | KANSAS CITY | MO | 64133 | 430654856 | $11,899 | ANNUAL DISTRIBUTION | 501(C) | |
| STERLING SPORTS MANAGEMENT | ||||||||
| 1227 KILHAM COURT | COLUMBUS | OH | 43235 | 010649704 | $6,753 | TOURNAMENT PROS | ||
| STEVEN GRAY MINISTRIES | ||||||||
| 605 NW RIVEN ROCK TRL | LEES SUMMIT | MO | 64081 | 352269586 | $10,000 | GENERAL SUPPORT | 501(C) | |
| STONE CHURCH | ||||||||
| 1012 W LEXINGTON | INDEPENDENCE | MO | 64050 | $8,290 | NEIGHBORHOOD DINNERS | 501(C) | ||
| SUMMIT CHRISTIAN ACADEMY | ||||||||
| 1450 SW JEFFERSON ST | LEES SUMMIT | MO | 640813103 | 431554054 | $10,000 | BUILDING FUND | 501(C) | |
| SUPPORTING KIDS FOUNDATION | ||||||||
| PO BOX 15171 | LENEXA | KS | 66285 | 272386653 | $25,000 | GENERAL SUPPORT | 501(C) | |
| SYMETRA LIFE INSURANCE | ||||||||
| PO BOX 34690 | SEATTLE | WA | 981241690 | $295,000 | INSURANCE PREMIUM | |||
| TANG MATH LLC | ||||||||
| PO BOX 777850 | HENDERSON | NV | 89077 | 842024498 | $21,600 | PRO. DEVE SEMINARS | ||
| TANG MATH LLC | ||||||||
| PO BOX 777850 | HENDERSON | NV | 89077 | 842024498 | $14,400 | PROFESSIONAL DVLPMNT | ||
| TANG MATH LLC | ||||||||
| PO BOX 777850 | HENDERSON | NV | 89077 | 842024498 | $14,400 | PROFESSIONAL DVLPMNT | ||
| TANG MATH LLC | ||||||||
| PO BOX 777850 | HENDERSON | NV | 89077 | 842024498 | $7,200 | MATH PROF DVLPMNT | ||
| THE WASHINGTON CHORUS | ||||||||
| 4301 CONNECTICUT AVE NW SUITE 360 | WASHINGTON | DC | 20008 | 526054269 | $6,000 | ARTS FOR THE AGING | 501(C) | |
| TIFFANY GREENS GOLF CLUB | ||||||||
| 5900 NW TIFFANY SPRINGS PKWY | KANSAS CITY | MO | 64154 | $18,704 | TOURNAMENT COURSE | |||
| TRUMAN HERITAGE HABITAT FOR HUMANIT | ||||||||
| 505 N DODGION STREET | INDEPENDENCE | MO | 64050 | 431532266 | $7,100 | TRAINING | 501(C) | |
| UNION STATION KANSAS CITY | ||||||||
| 30 WEST PERSHING ROAD SUITE 850 | KANSAS CITY | MO | 64108 | 431890025 | $6,322 | GENERAL SUPPORT | 501(C) | |
| UNITED INNER CITY SERVICES | ||||||||
| 2008 E 12TH STREET | KANSAS CITY | MO | 64108 | 440646347 | $6,000 | CHILD-CENTERED CREAT | 501(C) | |
| UNITED METHODIST COMMITTEE ON RELIE | ||||||||
| 458 PONCE DELEON AVE NE | ATLANTA | GA | 30308 | 821449602 | $6,322 | GENERAL SUPPORT | 501(C) | |
| URBAN NEIGHBORHOOD INITIATIVE | ||||||||
| 2300 MAIN ST STE 180 | KANSAS CITY | MO | 641082772 | 454879810 | $10,000 | GENERAL SUPPORT | 501(C) | |
| VICTORIAN SOCIETY OF THE VAILE MANS | ||||||||
| PO BOX 316 | INDEPENDENCE | MO | 640510316 | 431384217 | $10,000 | OPERATING EXPENSES | 501(C) | |
| WESTERN COLORADO UNIVERSITY FOUND | ||||||||
| P O BOX 1264 | GUNNISON | CO | 81230 | 840709935 | $36,328 | GEIMAN FELLOWS EXP | 501(C) | |
| WESTERN COLORADO UNIVERSITY FOUND | ||||||||
| P O BOX 1264 | GUNNISON | CO | 81230 | 840709935 | $31,006 | EXPENSES | 501(C) | |
| WOODS CHAPEL COMMUNITY OF CHRIST CH | ||||||||
| PO BOX 7085 | LEES SUMMIT | MO | 640647085 | $7,500 | COC WRLDHEADQTRTITHE | 501(C) | ||
| WOODS CHAPEL COMMUNITY OF CHRIST CH | ||||||||
| PO BOX 7085 | LEES SUMMIT | MO | 640647085 | $7,500 | TITHING | 501(C) | ||
| WOOLLY MAMMOTH THEATRE CO | ||||||||
| 641D STREET NW | WASHINGTON | DC | 20004 | 521242900 | $5,500 | GENERAL SUPPORT | 501(C) | |
| WORLD REVIVAL CHURCH | ||||||||
| 9900 VIEW HIGH DR | KANSAS CITY | MO | 64134 | 431118190 | $7,500 | GENERAL SUPPORT | 501(C) | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 214 | RecipientCnt |
| Cash Grant | $319,054 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | AWARDS ARE PRESENTED AT OUR ANNUAL GRANTS AWARDS LUNCHEON IN NOVEMBER. HOWEVER, BEFORE ORGANIZATIONS RECEIVE THEIR COMMUNITY FOUNDATION FUNDING, A SIGNED AND RETURNED GRANT AGREEMENT FORM MUST BE RECEIVED BY TRUMAN HEARTLAND COMMUNITY FOUNDATION. THIS GOVERNING DOCUMENT OUTLINES THE LIMITS AND CONDITIONS OF FUNDING, UNDER WHICH THE GRANT HAS BEEN AUTHORIZED. REPORTING REQUIREMENTS INTERIM REPORT ORGANIZATIONS INTERESTED IN APPLYING FOR AN ADDITIONAL YEAR OF FUNDING, MUST SUBMIT AN INTERIM REPORT DESCRIBING MEANINGFUL OUTCOMES. THIS REPORT MUST ACCOMPANY THE LETTER OF INTEREST FOR THE ADDITIONAL YEAR OF FUNDING. FINAL REPORT ALL RECIPIENT ORGANIZATIONS, MUST SUBMIT A WRITTEN FINAL REPORT TO THCF AT THE CONCLUSION OF THE PROGRAM FUNDED, OR TWELVE MONTHS FROM THE DATE OF THE AWARD. THE REPORT SHOULD INCLUDE THE FOLLOWING: 1. EXPENDITURE OF GRANT FUNDS RECEIVED 2. OUTCOMES AND ACCOMPLISHMENTS MADE POSSIBLE THROUGH FUNDING 3. FOR ORGANIZATIONS HAVING RECEIVED MULTIPLE-YEAR FUNDING, PLEASE INCLUDE BASELINE DATA AND IMPROVEMENTS IN PROGRAM DELIVERY MADE AS A RESULT OF OUTCOMES MONITORING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP HANSON | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $151,448 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $6,595 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $158,043 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 106 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,604,522 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | PUBLICLY TRADED SECURITIES ARE SOLD BY INVESTMENT BROKERS AS REQUIRED BY LAW. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | BOARD MEMBERS ARE VOLUNTEERS. ADVISORY BOARD MEMBERS ARE VOLUNTEERS. ALL COMMITTEES OF THE ORGANIZATION ARE STAFFED BY VOLUNTEERS - DEVELOPMENT, NEEDS ASSESSMENT, FINANCE, INVESTMENT, HUMAN RESOURCES, GRANTS, SCHOLARSHIPS, GALA (FUND-RAISING EVENT), AUDIT, AND YOUTH ADVISORY COUNCIL. THE STAFF OF 9 SERVE AS LIASONS TO THE VARIOUS COMMITTEES. |
| FORM 990, PAGE 2, PART III, LINE 4A | TRUMAN HEARTLAND COMMUNITY FOUNDATION STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS 2019 HIGHLIGHTS TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD FOR MORE THAN 37 YEARS IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. THIS PAST YEAR WAS VERY PRODUCTIVE WITH CONTRIBUTIONS TOTALING 9 MILLION. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS AND THE ANNUAL COMMUNITY GRANTS PROGRAM REACHED 4.8 MILLION. THERE ARE NOW MORE THAN 700 FUNDS INCLUDING 49 NEW FUNDS ESTABLISHED IN 2019. THE ANNUAL COMMUNITY GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 51 GRANTS TO NONPROFIT ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, EDUCATION, AND MISSOURI WILDLIFE CONSERVATION TOTALING 306,954. SCHOLARSHIPS WERE AWARDED TO 214 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE AND TECHNICAL STUDENTS, TOTALING 319,054 TO SUPPORT CONTINUING EDUCATION. THE 124 SCHOLARSHIP FUNDS WERE FUNDED THROUGH DONORS' DEDICATION AND GIVING. THE HEARTLAND LEGACY SOCIETY, COMPRISED OF INDIVIDUALS WHO THROUGH THEIR ESTATE PLANS CHOOSE TO LEAVE A LASTING LEGACY OF PHILANTHROPY, GREW BY 15, BRINGING THE TOTAL MEMBERSHIP TO 165. THEIR THOUGHTFUL PLANNING AND GENEROSITY WILL CONTINUE TO BENEFIT OUR COMMUNITY INTO THE FUTURE. THE NEW COMMUNITY INITIATIVE, JOB SKILLS FOR NEW CAREERS, AIMS TO HELP IMPROVE THE ECONOMIC STATUS OF FAMILIES IN EASTERN JACKSON COUNTY AND BREAK THE CYCLE OF POVERTY BY PROVIDING A PATHWAY TO HIGHER PAYING, IN-DEMAND CAREERS THROUGH JOB SKILLS TRAINING, FINANCIAL COACHING AND MENTORSHIP. THE RESULT OF HUNDREDS OF CONVERSATIONS WITH FUND HOLDERS AND MONTHS OF RESEARCH, JOB SKILLS FOR NEW CAREERS IS A COLLABORATION WITH FOUR KEY ORGANIZATIONS: COMMUNITY SERVICES LEAGUE, HERNDON CAREER CENTER, MID- CONTINENT PUBLIC LIBRARY AND UNIVERSITY OF CENTRAL MISSOURI. USING EACH ORGANIZATION'S UNIQUE ASSETS, APPLICANTS WILL RECEIVE FREE TRAINING IN FIELDS THAT PAY LIVING WAGES AND ARE IN HIGH DEMAND IN THE REGION, INCLUDING HEALTHCARE, INFORMATION TECHNOLOGY AND SKILLED INDUSTRIAL TRADES. THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDES 160 STUDENTS FROM 11 LOCAL SCHOOLS. TOGETHER, THEY LEARN ABOUT PHILANTHROPY AND GAIN HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING AND VOLUNTEERISM. IN 2019, THEY COLLECTED 40,000 ITEMS DURING THEIR ANNUAL FOOD DRIVE FOR LOCAL PANTRIES AND ORGANIZED A FUNDRAISING EVENT TO SUPPORT THE GROWTH OF THEIR OWN ENDOWMENT FUND. THE YAC STUDENTS ARE ACTIVE PARTICIPANTS OF THE COMMUNITY GRANTS COMMITTEE AND SUPPORT VARIOUS ORGANIZATIONS UTILIZING THEIR ENDOWMENT. THE TOAST TO OUR TOWNS GALA COMMITTEE, CHAIRED BY JUDY FORRESTER AND CANDY WHITE, PLANNED THE ANNUAL BLACK-TIE EVENT AT THE SHERATON CROWN CENTER HOTEL. WITH MORE THAN 750 GUESTS IN ATTENDANCE, IT WAS A GREAT SUCCESS. ONCE AGAIN, THE EVENT SHOWCASED THE FOUNDATION'S WORK IN THE COMMUNITY AND INTRODUCED SPONSORS AND GUESTS TO THE WONDERFUL GROUP OF HONOREES AND OUTSTANDING CITIZENS WHO THROUGH THEIR COMMITMENT TO COMMUNITY IMPROVEMENT WERE RECEIVING RECOGNITION. THE COMMITTEE SURPASSED ITS GOAL AND GENERATED MORE THAN 189,000 IN PROCEEDS FOR USE BY THE FOUNDATION IN FOR OPERATING EXPENSES. |
| FORM 990, PAGE 6, PART VI, LINE 9 | CLIFFORD JONES 4721 S CLIFF AVENUE STE 204 INDEPENDENCE, MO 64055-6938 HELEN HATRIDGE 717 SW WINTERGARDEN DRIVE LEES SUMMIT, MO 64081 TRACEY MERSHON 10015 WINDSOR DRIVE LEES SUMMIT, MO 64063 ELEANOR FRASIER 1304 NW 5TH TERRACE BLUE SPRINGS, MO 64014 MONTIE TRIPP 37508 HUDSON ROAD OAK GROVE, MO 64075 CANDY WHITE 1025 SW SUMMIT FALLS DR LEE'S SUMMIT, MO 64081 KAREN SCHULER 537 NE VICTORIA COURT LEES SUMMIT, MO 64086 MICHELE CRUMBAUGH 908 LAKE DRIVE CT INDEPENDENCE, MO 64055 STEVE NOLL 4500 W 71ST TERR PRARIE VILLAGE, KS 66208 BRAD SPEAKS 16312 E COGAN DRIVE INDEPENDENCE, MO 64055 JULIA HAMPTON 26 SE 3RD STREET LEE'S SUMMIT, MO 64063 BRET KOLMAN 19600 E 39TH ST INDEPENDENCE, MO 64057 RANDY RHOADS 1060 NW HIGH POINT DRIVE LEE'S SUMMIT, MO 64081 DYAN ZIMMERMAN 601 NW JEFFERSON ST BLUE SPRINGS, MO 64014 MELANIE MOENTMANN 2701 BERRY AVE INDEPENDENCE, MO 64057 JEFF WALTERS 4200 LITTLE BLUE PARKWAY INDEPENDENCE, MO 64057 CINDY CAVANAH 416 NW POPLAR ST LEE'S SUMMIT, MO 64064 LINDA GERDING 1298 SW HEARTWOOD DRIVE LEE'S SUMMIT, MO 64081 DAVID JETER 4404 HICKORY LANE BLUE SPRINGS, MO 64015 BARBARA KOIRTYOHANN 412 NE THORNBERRY PLACE LEE'S SUMMIT, MO 64064 JOHN MCEVOY 2215 N MCBRIDE AVE SUGAR CREEK, MO 64050 STEVE POTTER 15616 E 24 HIGHWAY INDEPENDENCE, MO 64050 STAN SALVA 4026 N RIVER BLVD SUGAR CREEK, MO 64050 STEVE SHELTON 12308 E 63RD STREET KANSAS CITY, MO 64133 ALLAN THOMPSON 7823 RIDGEWAY AVE RAYTOWN, MO 64138 LYNETTE WHEELER 7900 LEE'S SUMMIT ROAD KANSAS CITY, MO 64139 JUDY FORRESTER 17611 E 48TH TERR CT S INDEPENDENCE, MO 64055 |
| 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. |
| 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 CHAR |
| 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 OF 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. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE POLICY IN PART 15A |
| 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 (ALSO AVAILABLE ON THE FOUNDATION WEBSITE) 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 IN THE ANNUAL REPORT. (ALSO 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 THE ANNUAL REPORTS ARE ON THE WEBSITE AND INCLUDE YEAR END UNAUDITED FINANCIAL INFORMATION. IN ADDITION, THE 990S ARE ALSO ON THE WEBSITE. LETTERHEAD AND WEBSITE WILL LIST CURRENT MEMBERS OF THE BOARD OF DIRECTORS |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -32,991 FUNDRAISING EXPENSES OFFSET AGAINST INCOME 198,349 GAIN ON BENEFICIAL INTEREST IN CHARITABLE REM TRUSTS 156,780 INCOME RELATED TO AGENCY FUNDS -1,453,993 UNLOCATED INCOME DIFF FROM AUDIT 85 EXPENSES RELATED TO AGENCY FUNDS 1,193,364 FUNDRAISING EXPENSES OFFSET AGAINST INCOME -198,349 DEPRECIATION DIFFERENCE -1,829 UNLOCATED EXPENSE DIFF PER AUDIT 85 ROUNDING DIFFERENCE -7 BOOK / TAX DEPRECIATION DIFFERENCE -1,829 TOTAL -140,335 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THCF REAL ESTATE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 LITTLE BLUE PARKWAY STE 340 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471272132 | EIN |
| Primary Activities | REAL EST | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Total Income | $114,360 | TotalIncomeAmt |
| End Of Year Assets | $457 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUMAN HEA | BusinessNameLine1Txt |
| Business Name Line2 | RTLAND COMMUNITY FOUNDATION | BusinessNameLine2Txt |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TRUMAN HEARTLAND DID NOT MADE ANY LOBBYING EXPENDITURES FOR EITHER OF THE FOLLOWING YEARS: 2016 2017 | ExplanationTxt |