HEARTLAND FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEARTLAND FOUNDATION (EIN 43-1262768)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201441359349308144
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T15:40:30-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431262768 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heartland Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JOHN P WILSON | InCareOfName |
| Name Control | HEAR | NameControl |
| Phone | 8162716611 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5325 FARAON | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | St Joseph | City |
| State | MO | State |
| ZIP Code | 64506 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN P WILSON | Name |
| Title | OFFICER | Title |
| Phone | 8162716611 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Engle | Name |
| Phone | 8162216300 | Phone |
| Date Prepared | 2014-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN P WILSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5325 Faraon | AddressLine1 |
| City | ST JOSEPH | City |
| State | MO | State |
| ZIP Code | 64506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3065132 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION HAS A VISION TO BUILD HEALTHIER, MORE LIVABLE COMMUNITIES. THE ORGANIZATION'S MISSION IS TO EMPOWER CHILDREN AND ADULTS TO IMPROVE THEIR HEALTH AND QUALITY OF LIFE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4085492 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2037507 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 879449 | InvestmentIncomePriorYear |
| Investment Income Current Year | 977655 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 28815 | OtherRevenuePriorYear |
| Other Revenue Current Year | 29063 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4993756 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3044225 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 966684 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1219702 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 899716 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 790807 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 100949 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 899411 | OtherExpensePriorYear |
| Other Expenses Current Year | 1010778 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2765811 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3021287 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2227945 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 22938 | RevenuesLessExpensesCY |
| Total Assets BOY | 25536623 | TotalAssetsBOY |
| Total Assets EOY | 26152213 | TotalAssetsEOY |
| Total Liabilities BOY | 1772894 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1683827 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23763729 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24468386 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2747190 | Expense |
| Grants | 1219702 | Grants |
| Revenue | 0 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 2747190 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN P WILSON | NamePerson |
| Telephone Number | 8162716611 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5325 FARAON | AddressLine1 |
| City | St Joseph | City |
| State | MO | State |
| ZIP Code | 64506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| MARK LANEY MD | |||||||
| PRESIDENT, CEO | 1.0 | 59.0 | X | X | 0 | 1130006 | 138166 |
| ROBERT BLAIR | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| CAROL BURNS | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| GARY CLAPP | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JEANNE DAFFRON | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| DR HEATHER CLARK | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JO EYBERG | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| ANDREA FISCHER | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| LINDA GRAY SMITH | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| BILL GRIMWOOD | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| CINDY HEIDER PHD | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JOSEPH HOUTS JR | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JOHN JASINSKI PHD | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| STEVE JOHNSTON | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| TIM KELLEY | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| LARRY KOCH | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| KATHY KUNKEL | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| NEIL NUTTALL PHD | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| R MICHAEL POLAND | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| MELODY SMITH | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| TOM RICHMOND | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| DAVID WALTEMATH | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| PAM YOUNG | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| STEVE SMITH | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JUDY SABBERT | |||||||
| CHIEF OPERATING OFFICER | 60.0 | 0.0 | X | 372181 | 0 | 55365 | |
| JOHN P WILSON | |||||||
| OFFICER | 1.0 | 59.0 | X | 0 | 667480 | 88988 | |
| DOUGLAS BRANDT | |||||||
| OFFICER | 1.0 | 59.0 | X | 0 | 264270 | 79009 | |
| KAREN DITTEMORE | |||||||
| OFFICER | 1.0 | 59.0 | X | 0 | 73403 | 10601 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 372181 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2135159 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 372129 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 5000 | FederatedCampaigns |
| Fundraising Events | 45052 | FundraisingEvents |
| Related Organizations | 844000 | RelatedOrganizations |
| All Other Contributions | 1143455 | AllOtherContributions |
| Total Contributions | 2037507 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 614662 | TotalRevenueColumn |
| Exclusion | $614,662 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 39810 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 39810 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39810 | TotalRevenueColumn |
| Exclusion | $39,810 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 362993 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 362993 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 362993 | TotalRevenueColumn |
| Exclusion | $362,993 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 10160 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 45052 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 20907 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10747 | TotalRevenueColumn |
| Exclusion | -$10,747 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3044225 | TotalRevenueColumn |
| Exclusion | $1,006,718 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 987256 | Total |
| Program Services | 987256 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232446 | Total |
| Program Services | 232446 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213643 | Total |
| Program Services | 106822 | ProgramServices |
| Management And General | 53410 | ManagementAndGeneral |
| Fundraising | 53411 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406044 | Total |
| Program Services | 323919 | ProgramServices |
| Management And General | 52542 | ManagementAndGeneral |
| Fundraising | 29583 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33896 | Total |
| Program Services | 28927 | ProgramServices |
| Management And General | 4859 | ManagementAndGeneral |
| Fundraising | 110 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97834 | Total |
| Program Services | 76865 | ProgramServices |
| Management And General | 19387 | ManagementAndGeneral |
| Fundraising | 1582 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39390 | Total |
| Program Services | 32415 | ProgramServices |
| Management And General | 5859 | ManagementAndGeneral |
| Fundraising | 1116 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2301 | Total |
| Management And General | 2301 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23494 | Total |
| Management And General | 23494 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226885 | Total |
| Program Services | 217011 | ProgramServices |
| Fundraising | 9874 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2723 | Total |
| Program Services | 2723 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206786 | Total |
| Program Services | 201729 | ProgramServices |
| Management And General | 4439 | ManagementAndGeneral |
| Fundraising | 618 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1039 | Total |
| Program Services | 1039 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46449 | Total |
| Program Services | 46449 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45147 | Total |
| Program Services | 35978 | ProgramServices |
| Management And General | 4514 | ManagementAndGeneral |
| Fundraising | 4655 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40296 | Total |
| Program Services | 40296 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2343 | Total |
| Management And General | 2343 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 374584 | Total |
| Program Services | 374584 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REPAIRS & MAINTENANCE | Description |
| Total | 38731 | Total |
| Program Services | 38731 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3021287 | Total |
| Program Services | 2747190 | ProgramServices |
| Management And General | 173148 | ManagementAndGeneral |
| Fundraising | 100949 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 689105 | BOY |
| EOY | 299143 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356932 | BOY |
| EOY | 1322 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436391 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6702743 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2669166 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4318701 | BOY |
| EOY | 4033577 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19625574 | BOY |
| EOY | 21704689 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109920 | BOY |
| EOY | 113482 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25536623 | BOY |
| EOY | 26152213 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144999 | BOY |
| EOY | 108824 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247434 | BOY |
| EOY | 188841 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1380461 | BOY |
| EOY | 1386162 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1772894 | BOY |
| EOY | 1683827 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8336646 | BOY |
| EOY | 8966177 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6401301 | BOY |
| EOY | 6423164 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9025782 | BOY |
| EOY | 9079045 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23763729 | BOY |
| EOY | 24468386 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25536623 | BOY |
| EOY | 26152213 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 22938 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 681719 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2092232 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3832033 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3739011 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4085492 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1994132 | CurrentTaxYear |
| Total | 15742900 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2092232 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3832033 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3739011 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4085492 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1994132 | CurrentTaxYear |
| Total | 15742900 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 972985 | AmountsSubstContributorsTotal |
| Public Support Total170 | 14769915 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 463598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 515256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 562008 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 618978 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1017474 | CurrentTaxYear |
| Total | 3177314 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 42370 | CurrentTaxYear |
| Total | 42370 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 18962584 | TotalSupport |
| Gross Receipts From Admissions Etc | 68927 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77890 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82391 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10447362 | BeginningOfYearBalance |
| Contributions | 221146 | Contributions |
| Investment Earnings Or Losses | 1075344 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4650 | GrantsOrScholarships |
| Other Expenditures | 704837 | OtherExpenditures |
| Administrative Expenses | 21967 | AdministrativeExpenses |
| End Of Year Balance | 11012398 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9935033 | BeginningOfYearBalance |
| Contributions | 885983 | Contributions |
| Investment Earnings Or Losses | 386526 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 752596 | OtherExpenditures |
| Administrative Expenses | 7584 | AdministrativeExpenses |
| End Of Year Balance | 10447362 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7657004 | BeginningOfYearBalance |
| Contributions | 1895701 | Contributions |
| Investment Earnings Or Losses | 1113768 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 723612 | OtherExpenditures |
| Administrative Expenses | 7828 | AdministrativeExpenses |
| End Of Year Balance | 9935033 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6305907 | BeginningOfYearBalance |
| Contributions | 1391146 | Contributions |
| Investment Earnings Or Losses | 661987 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 695666 | OtherExpenditures |
| Administrative Expenses | 6370 | AdministrativeExpenses |
| End Of Year Balance | 7657004 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6951371 | BeginningOfYearBalance |
| Contributions | 12221 | Contributions |
| Investment Earnings Or Losses | -216876 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 433992 | OtherExpenditures |
| Administrative Expenses | 6817 | AdministrativeExpenses |
| End Of Year Balance | 6305907 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 153750 | OtherCostOrOtherBasis |
| Book Value | 153750 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5309730 | OtherCostOrOtherBasis |
| Depreciation | 2025721 | Depreciation |
| Book Value | 3284009 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14795 | OtherCostOrOtherBasis |
| Depreciation | 9627 | Depreciation |
| Book Value | 5168 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 97375 | OtherCostOrOtherBasis |
| Depreciation | 90328 | Depreciation |
| Book Value | 7047 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1127093 | OtherCostOrOtherBasis |
| Depreciation | 543490 | Depreciation |
| Book Value | 583603 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4033577 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTERCOMPANY PAYABLE | Description |
| Amount | $1,386,162 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1386162 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 3745846 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 681719 | NetUnrealizedGainsInvestments |
| Other Revenues | 20907 | OtherRevenues |
| Revenue Not Rptd F990 | 702626 | RevenueNotRptdF990 |
| Revenue Subtotal | 3043220 | RevenueSubtotal |
| Other Revenues Not Included | 1005 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1005 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3044225 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3041189 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 20907 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 20907 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3020282 | ExpensesSubtotal |
| Other Expenses Not Included | 1005 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1005 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3021287 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE ORGANIZATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROMOTE PROGRAMS DEDICATED TO EMPOWERING CHILDREN AND ADULTS TO BUILD HEALTHIER, MORE LIVABLE COMMUNITIES. |
| UNCERTAIN TAX POSITIONS DISCLOSURE | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XII, LINE 2D | FUNDRAISING EVENT EXPENSES $ 20,907 |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XIII, LINE 4B | MISCELLANEOUS OFFICE EXPENSE $ 1,005 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XIII, LINE 2D | FUNDRAISING EVENT EXPENSES $ 20,907 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XIII, LINE 4B | MISCELLANEOUS OFFICE EXPENSE $ 1,005 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CATTLE BARON'S | NameOfEvent1 |
| Gross Receipts Event1 | 55212 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 45052 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 10160 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 14183 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 5724 | OtherDirectExpensesEvent1 |
| Gross Receipts Event2 | 0 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 0 | GrossRevenueEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 55212 | GrossReceiptsTotal |
| Charitable Contributions Total | 45052 | CharitableContributionsTotal |
| Gross Revenue Total Events | 10160 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 14183 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 5724 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 20907 | DirectExpenseSummaryEvents |
| Net Income Summary | -10747 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| NOYES HOME FOR CHILDREN | |||||||
| 801 N NOYES BLVD | ST JOSEPH | MO | 64506 | 440563788 | 501(C)(3) | 125000 | |
| HEALTHY COMMUNITIES | |||||||
| 518 S 6TH | ST JOSEPH | MO | 64501 | 431262768 | 501(C)(3) | 100000 | SUPPORT |
| YMCA | |||||||
| 315 S 6TH ST | ST JOSEPH | MO | 64501 | 440552491 | 501(C)(3) | 100000 | PLEDGE |
| FRIENDS OF THE PARK | |||||||
| 1920 GRAND AVE | ST JOSEPH | MO | 64505 | 208175921 | 501(C)(3) | 50000 | ELEVATED TRACK |
| HEALHEALTHY | |||||||
| 518 S 6TH ST | ST JOSEPH | MO | 64501 | 431262768 | 501(C)(3) | 35000 | SUPPORT |
| TRAILS WEST | |||||||
| 118 S 8TH ST | ST JOSEPH | MO | 64501 | 430810827 | 501(C)(3) | 25000 | SUPPORT |
| KANSAS STATE | |||||||
| 102 ANDERSON HALL | MANHATTAN | KS | 66506 | 480771751 | GOVT | 23010 | SUPPORT |
| CHILDREN'S ADVOCACY CENTER | |||||||
| 1807 N WOODBINE | ST JOSEPH | MO | 64506 | 431910148 | 501(C)(3) | 15000 | PLEDGE |
| ST JOSEPH SCHOOL DISTRICT | |||||||
| 925 FELIX | ST JOSEPH | MO | 64501 | 446001495 | GOVT | 15000 | SKAITH GRANT |
| AMERICAN CANCER SOCIETY | |||||||
| 1100 PENNSYLVANIA AVE | KANSAS CITY | MO | 64105 | 741185665 | 501(C)(3) | 10000 | SUPPORT |
| FRIENDS OF THE PARK | |||||||
| 1920 GRAND AVE | ST JOSEPH | MO | 64505 | 208175921 | 501(C)(3) | 10000 | FORTH SMITH |
| INSTITUTE FOR INDUSTRIAL AND APPLIED LIFE SCIENCES | |||||||
| 4221 MITCHELL AVE | ST JOSEPH | MO | 64507 | 201215246 | 501(C)(3) | 10000 | SUPPORT |
| ROLLING HILLS LIBRARY | |||||||
| 1912 N BELT HIGHWAY | ST JOSEPH | MO | 64501 | 743115857 | 501(C)(3) | 10000 | BOOKMOBILE |
| ALLIED ARTS FUND | |||||||
| 118 S 8TH ST | ST JOSEPH | MO | 64501 | 430810827 | 501(C)(3) | 7500 | SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 15 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| CRISIS GRANTS | 41 | 69726 |
| SCHOLARSHIPS | 134 | 162720 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | THE ORGANIZATION IS COMMITTED TO THE DEVELOPMENT OF A HEALTHY COMMUNITY WHICH INCLUDES THE HEALTH OF INDIVIDUALS, AN ADEQUATE NUMBER OF JOBS FOR THE WORKFORCE AND SUCCESSFUL BUSINESSES TO BOOST THE LOCAL ECONOMY. GRANTS ARE PROVIDED TO LOCAL GROUPS THAT ACHIEVE THESE OBJECTIVES. GENERALLY, RECIPIENT ORGANIZATIONS REPORT BACK TO HEARTLAND FOUNDATION HOW THE GRANT FUNDS WERE USED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK LANEY MD | ||||||||||||
| PRESIDENT, CEO | 0 | 651444 | 0 | 456000 | 0 | 22562 | 0 | 118333 | 0 | 19833 | 0 | 1268172 |
| JUDY SABBERT | ||||||||||||
| CHIEF OPERATING OFFICER | 283366 | 0 | 59846 | 0 | 28969 | 0 | 34534 | 0 | 20831 | 0 | 427546 | 0 |
| JOHN P WILSON | ||||||||||||
| OFFICER | 0 | 521854 | 0 | 124620 | 0 | 21006 | 0 | 88988 | 0 | 0 | 0 | 756468 |
| DOUGLAS BRANDT | ||||||||||||
| OFFICER | 0 | 234704 | 0 | 6283 | 0 | 23283 | 0 | 58315 | 0 | 20694 | 0 | 343279 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES | SCHEDULE J, PART I, LINE 1A | COUNTRY CLUB MEMBERSHIP AND ANY OTHER SOCIAL CLUB MEMBERSHIPS ARE CORPORATE MEMBERSHIPS. USEAGE OF ANY OF THE FACILITIES IS AVAILABLE TO EXECUTIVE STAFF, INCLUDING JUDY SABBERT, BUT THEY MUST PAY ANY PERSONAL COSTS INCURRED. NO VALUE IS ASSESSED ON W-2'S. |
| COMPENSATION PAID BY A RELATED ORGANIZATION | FORM 990, PART VII, & SCHEDULE J, PART II | FOR DR. MARK LANEY, JOHN P. WILSON, DOUGLAS BRANDT AND KAREN DITTEMORE THE COMPENSATION IS PROVIDED BY HEARTLAND REGIONAL MEDICAL CENTER, A RELATED ENTITY, FOR SERVICES TO ALL HEARTLAND ENTITIES. INCLUDED IN THE DEFERRED COMPENSATION ARE EMPLOYER CONTRIBUTIONS INTO QUALIFIED PLANS AND NON-QUALIFIED DEFERRED COMPENSATION PLANS THAT ARE SUBJECT TO SUBSTATIAL RISK OF FORFEITURE AND SEVERANCE THAT IS PROVIDED WITHIN THE EXECUTIVE'S EMPLOYMENT AGREEMENT THAT MAY NEVER BE PAID. |
| METHODS USED TO ESTABLISH COMPENSATION | SCHEDULE J, PART I, LINE 3 | COMPENSATION IS ESTABLISHED BY HEARTLAND HEALTH, A RELATED ENTITY, USING THE FOLLOWING: A. COMPENSATION COMMITTEE B. INDEPENDENT COMPENSATION CONSULTANT C. WRITTEN EMPLOYMENT CONTRACT D. COMPENSATION SURVEY OR STUDY E. APPROVAL BY THE BOARD OR COMPENSATION COMMMITTEE |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | ACCRUED 6/30/13 ----------------- MARK LANEY, MD 108,333 JOHN P WILSON 78,988 DOUGLAS BRANDT 48,459 JUDY SABBERT 21,882 MARK LANEY, MD, JOHN P. WILSON AND DOUGLAS BRANDT ARE EMPLOYEES OF HEARTLAND REGIONAL MEDICAL CENTER. THEIR DUTIES INCLUDE FULFILLING THE POSITIONS OF PRESIDENT, SECRETARY/TREASURER AND ASSISTANT TREASURER, RESPECTIVELY, FOR HEARTLAND FOUNDATION. THOSE LISTED ABOVE HAVE SIGNED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS WHICH RECOGNIZE THE VALUE OF THE INDIVIDUAL AND THE MUTUAL BENEFIT OF CONTINUED EMPLOYMENT FOR AN EXTENDED PERIOD OF TIME BY ESTABLISHING A 457f PLAN. THE PLAN IS FUNDED YEARLY AS THE RESULT OF A CALCULATION DESCRIBED IN THE AGREEMENT WHICH WILL REWARD THE INDIVIDUALS WITH 100% VESTING AT NORMAL RETIREMENT AGE OR UPON DEATH OR UPON SEPARATION FROM SERVICE DUE TO DISABILITY OR UPON INVOLUNTARY SEPARATION FROM SERVICE WITHOUT CAUSE, WITH LUMP SUM PAYMENT WITHIN 90 DAYS OF EACH SITUATION TAKING INTO CONSIDERATION A NON-COMPETE COVENANT. SEPARATION WITH CAUSE MAKES SUPPLEMENTAL EXECUTIVE RETIREMENT AGREEMENT NULL AND VOID. |
| COMPENSATION REPORTED IN PRIOR FORM 990 | SCHEDULE J, PART II, COLUMN F | COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FOREFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS VESTED OR PAID TO THE INDIVIDUAL. IN THE EVENT OF RETIREMENT, ALL PREVIOUSLY ACCUMULATED BENEFITS ARE RECORDED IN THIS COLUMN, IN THE RETIREMENT YEAR AND REPRESENT ACCUMULATIONS DURING THE PERSON'S CAREER AT HEARTLAND. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | HEARTLAND FOUNDATION HAS A VISION TO BUILD HEALTHIER, MORE LIVABLE COMMUNITIES. THE ORGANIZATION'S MISSION IS TO EMPOWER CHILDREN AND ADULTS TO IMPROVE THEIR HEALTH AND QUALITY OF LIFE. THE ORGANIZATION SERVES AS A CATALYST TO BRING PEOPLE, FROM ALL WALKS OF LIFE, TOGETHER TO WORK WITH DIVERSE PARTNERS AND ALL SECTORS TO FIND NEW AND INNOVATIVE SOLUTIONS TO MAKE THE GREATEST DIFFERENCE FOR THE FUTURE OF CHILDREN, THEIR FAMILIES, AND OUR REGION. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | HEARTLAND FOUNDATION HAS A VISION TO BUILD HEALTHIER, MORE LIVABLE COMMUNITIES. THE ORGANIZATION'S MISSION IS TO EMPOWER CHILDREN AND ADULTS TO IMPROVE THEIR HEALTH AND QUALITY OF LIFE. THROUGH VARIOUS PROGRAMS AND ACTIVITIES, THE ORGANIZATION DRAWS THE COMMUNITY TOGETHER TO FOCUS ON THE ISSUES AND SOLUTIONS FOR CREATING A BETTER, STRONGER COMMUNITY. SOME OF THE HIGH POINTS OF THOSE ACTIVITIES ARE: COMMUNITY TRANSFORMATION FORUMS - COMMUNITY TRANSFORMATION FORUMS ARE AN ESSENTIAL PIECE OF BUILDING COMMUNITY CONSENSUS IN DETERMINING KEY ISSUES AND OPPORTUNITIES FOR CHANGE, SUPPORTING CONTINUOUS IMPROVEMENT, AND NURTURING INVOLVEMENT IN THE DEVELOPMENT OF HEALTHY COMMUNITIES. FORUMS BRING CITIZENS TO THE TABLE WITH EMPHASIS ON THE FOLLOWING OUTCOMES: - TO BROADEN THE UNDERSTANDING OF HEALTHY COMMUNITIES - TO SUPPORT THE DEVELOPMENT OF TRANSFORMATIONAL LEADERS BY CHANGING THE WAY CITIZENS THINK ABOUT THEIR COMMUNITIES AND OPPORTUNITIES FOR WORKING TOGETHER - TO ESTABLISH AN ONGOING PERSONAL COMMITMENT FOR CREATING HEALTHIER COMMUNITIES - TO STIMULATE ACTION ON THE PART OF CROSS-SECTORAL TEAMS TO INITIATE NEW,INNOVATIVE EFFORTS THAT WILL IMPACT THE HEALTH AND QUALITY OF LIFE OF A COMMUNITY - TO ACHIEVE MEASURABLE IMPROVEMENTS, DEFINE COMMUNITY AND HEALTH STATUS INDICATORS - TO PROVIDE A SELF-PERPETUATING MODEL AS A COMMUNITY-BUILDING STRATEGY CULTURE OF CHARACTER - SELECTED AS ONE OF THE REGIONAL PRIORITIES BY THE HEALTHY COMMUNITIES REGIONAL INVESTOR COUNCIL, NORTHWEST MISSOURI REGIONAL CULTURE OF CHARACTER IS A COLLABORATIVE EFFORT OF SCHOOLS, BUSINESSES, INDUSTRIES, FAMILIES AND COMMUNITIES TO IMPROVE THE OVERALL CLIMATE OF OUR COMMUNITIES. CITIZENS OF NORTHWEST MISSOURI HAVE COLLABORATIVELY SELECTED 12 CHARACTER TRAITS THAT THEY ARE ESSENTIAL TO CREATING A CULTURE OF CHARACTER IN THIS REGION. THE NORTHWEST MISSOURI REGIONAL PROFESSIONAL DEVELOPMENT CENTER AND CHARACTERPLUS, ALONG WITH MANY BUSINESSES THROUGHOUT THE REGION, HAVE PARTNERED WITH PUBLIC SCHOOLS FOR THIS EXCITING INITIATIVE. SCHOLARSHIPS - STUDENTS FROM THROUGHOUT THE 30-COUNTY REGION ARE ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE THROUGH A NUMBER OF SCHOLARSHIP PROGRAMS MANAGED BY HEARTLAND FOUNDATION: - VELMA FLIES ANDERSON NURSING SCHOLARSHIP - HILLYARD TECHNICAL CENTER - DORIS HINES SCHOLARSHIP - JERRY MAKI SCHOLARSHIP - PATRICK L. NEWMAN MIC-O-SAY SCHOLARSHIP - MARY ANN REINERT NURSING SCHOLARSHIP - BILL AND MARY RUSSELL SCHOLARSHIP - MARY ALICE HARTIGAN SCHOLARSHIP THINK AHEAD SUMMIT - THE THINK AHEAD SUMMIT IS AN ANNUAL EVENT DESIGNED TO CELEBRATE CITIZENS' EFFORTS TO BUILD HEALTHIER, MORE LIVABLE COMMUNITIES THROUGHOUT A 30-COUNTY REGION OF NORTHWEST MISSOURI AND BORDERING COUNTIES IN KANSAS, IOWA AND NEBRASKA. HOSTED BY HEARTLAND FOUNDATION AND THE HEALTHY COMMUNITIES INVESTORS, THE SUMMIT WELCOMES CITIZENS FROM ALL WALKS OF LIFE: STUDENTS, EDUCATORS, BUSINESS AND INDUSTRY, SOCIAL SERVICES AND AGRICULTURE. PAST MOTIVATIONAL SPEAKERS HAVE INCLUDED LEE KAISER, CULTURAL ANTHROPOLOGIST JENNIFER JAMES, U.S. SENATOR ELIZABETH DOLE, AUTHOR MARGARET WHEATLEY, CHICKEN SOUP FOR THE SOUL AUTHOR DAN CLARK, MT. EVEREST SUMMITEER ALAN HOBSON, NATIONAL GEOGRAPHIC PHOTOGRAPHER DEWITT JONES, EDUCATOR CARL GLICKMAN, PERFORMANCE PSYCHOLOGIST DR. JIM LOEHR, BETTER TOGETHER AUTHOR ROBERT PUTNAM, NEXT GENERATION CONSULTANT REBECCA RYAN, SEARCH INSTITUTE PRESIDENT DR. PETER BENSON, ETHICS EXPERT PATRICK KUHSE, AND RUBY PAYNE, AUTHOR OF A FRAMEWORK FOR UNDERSTANDING POVERTY. THE 2010 SUMMIT FEATURED DR. ADEWALE TROUTMAN, DIRECTOR OF LOUISVILLE METRO PUBLIC HEALTH, EXPLORING SOCIAL INEQUALITIES IN HEALTH; DR. ANTHONY MUHAMMAD, EDUCATOR AND EDUCATIONAL CONSULTANT WHO HAS SUCCEEDED IN TURNING AROUND FAILING INNER CITY SCHOOLS; AND A RETURN APPEARANCE BY DR. PETER BENSON ON IGNITING THE HIDDEN STRENGTHS OF TEENAGERS. FOR A NUMBER OF YEARS, HEARTLAND FOUNDATION HAS PROMOTED REGION-WIDE INITIATIVES TO EMPOWER CHILDREN AND ADULTS TO BUILD HEALTHIER, MORE LIVABLE COMMUNITIES. FORMERLY KNOWN AS THE NORTHWEST MISSOURI P-20 COUNCIL, EDUCATION EMPOWERS (E2), A HEALTHY COMMUNITIES INITIATIVE, EMBRACES THE IMPORTANCE OF EDUCATIONAL ATTAINMENT AND LIFE-LEARNING IN ACHIEVING THIS VISION. E2 ACKNOWLEDGES IT IS IMPERATIVE THAT NORTHWEST MISSOURI REMAINS VIABLE IN ATTRACTING AND RETAINING JOBS IN A FIERCELY COMPETITIVE GLOBAL MARKET. WITHIN THE EDUCATION EMPOWERS STRATEGIC LEADERSHIP TEAM (FORMERLY P-20 COUNCIL), A CROSS-SECTION OF INDIVIDUALS HAVE FORMED TEAMS AND ARE WORKING TOGETHER TO FIND NEW, COLLABORATIVE SOLUTIONS THAT LEAD TO BETTER JOBS, BETTER WAGES, HEALTHIER PEOPLE AND THRIVING COMMUNITIES. TEAMS INCLUDE: EARLY LEARNING ACTION TEAM, K-12 ACTION TEAM, HIGHER ED ACTION TEAM, WORKFORCE DEVELOPMENT ACTION TEAM, COMMUNICATIONS ACTION TEAM AND A PERFORMANCE EXCELLENCE TEAM. YOUTH EMPOWERMENT EMPOWER ME - IN COLLABORATION WITH THE FIFTH JUDICIAL CIRCUIT, JUVENILE DIVISION, AND NORTHWEST MISSOURI STATE UNIVERSITY, EMPOWER ME IS A TRANSFORMATIONAL FORUM DESIGNED TO BRING SKILLS, KNOWLEDGE, HOPE AND EMPOWERMENT TO YOUNG STATUS OFFENDERS. EMPOWER PLANT & EMPOWERU IMMERSION - THROUGH THE EMPOWER PLANT CURRICULUM AND EMPOWERU IMMERSION, THE FOUNDATION HAS NOW "CHARGED UP" CLOSE TO 8,000 STUDENTS FROM OVER 100 AREA SCHOOLS TO SEE THEIR ROLE AS COMMUNITY PROBLEM SOLVERS. BOTH RURAL AND URBAN SCHOOLS PARTICIPATE IN THE FULL CURRICULUM AND ATTEND THE ONE-DAY IMMERSION AT EMPOWERU. EVALUATIVE RESEARCH SHOWS PROMISING RESULTS WITH A STATISTICALLY-SIGNIFICANT DIFFERENCE IN STUDENTS WHO ARE ENGAGED IN THIS PROGRAM. JUMP STARTERS - WITH INITIAL SUPPORT OF LEARN & SERVE AMERICA, JUMP STARTERS GRANT FUNDING IS AVAILABLE FOR STUDENTS WHO TAKE ON REAL-LIFE COMMUNITY CHALLENGES FOLLOWING PARTICIPATION IN EITHER EMPOWER PLANT OR PUBLIC ACHIEVEMENT PROGRAMS. STUDENT-LED INITIATIVES VARY; EXAMPLES OF PAST PROJECTS INCLUDE A GROUP THAT FORMED AN UNDERAGE DRINKING CAMPAIGN AND ANOTHER ORGANIZED A CITYWIDE CLEANUP OF DEBRIS LEFT FROM THE PREVIOUS WINTER'S ICE STORM. PROJECT FIT AMERICA - OUR PARTNERSHIP WITH PROJECT FIT AMERICA CONTINUES TO ENABLE US TO KEEP OUR KIDS FIT. OVER 12,000 STUDENTS FROM 48 PARTNER SCHOOLS NOW PARTICIPATE IN PROJECT FIT. NOT ONLY ARE SCHOOLS SHOWING A CHANGE IN PHYSICAL FITNESS MEASURES LIKE BODY MASS INDEX; THOSE STUDENTS INVOLVED IN PROJECT FIT ARE MORE FOCUSED IN THE CLASSROOM, MISS FEWER DAYS OF SCHOOL, AND ARE HIGHER ACHIEVERS IN THEIR SCHOOL WORK. PUBLIC ACHIEVEMENT - GUIDED BY VOLUNTEER COACHES, THE PUBLIC ACHIEVEMENT PROCESS INSPIRES YOUNG PEOPLE TO TACKLE EVERYDAY POLITICS BY ADDRESSING ISSUES IMPORTANT TO THEM. A NUMBER OF SCHOOLS AND ORGANIZATIONS ARE NOW INVOLVED. THE PUBLIC ACHIEVEMENT DEMOCRACY COUNCIL SERVES AS THE YOUTH-LED ADVISORY GROUP FOR ALL PUBLIC ACHIEVEMENT SITES WE SPONSOR. |
| NUMBER OF EMPLOYEES | FORM 990, PART V, LINE 2A | HEARTLAND FOUNDATION LEASES IT'S EMPLOYEES FROM HEARTLAND REGIONAL MEDICAL CENTER. HEARTLAND FOUNDATION IS DISCLOSING ON ITS 990 AS IF THE FOUNDATION HAD NOT LEASED EMPLOYEES BUT HAD EMPLOYED INDIVIDUALS AND ISSUED 24 W-2'S. |
| BUSINESS/FAMILY RELATIONSHIPS | FORM 990, PART VI, SECTION A, LINE 2 | JOHN P. WILSON, DOUGLAS BRANDT, KAREN DITTEMORE AND MARK LANEY, MD, HAVE A BUSINESS RELATIONSHIP. |
| MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, SECTION A, LINE 6 | HEARTLAND HEALTH, A MISSOURI NONPROFIT CORPORATION, IS THE SOLE MEMBER OF HEARTLAND FOUNDATION. HEARTLAND HEALTH HAS THE RIGHT TO ELECT THE BOARD OF TRUSTEES OF HEARTLAND FOUNDATION. HEARTLAND HEALTH IS NOT ENTITLED TO RECEIVE A SHARE OF HEARTLAND FOUNDATION'S PROFITS OR EXCESS DUES. HEARTLAND HEALTH IS ENTITLED TO HEARTLAND FOUNDATION'S NET ASSETS UPON DISSOLUTION AS LONG AS HEARTLAND HEALTH IS EXEMPT UNDER SECTION 501(A) OR 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| MEMBERS OR STOCKHOLDERS MAY ELECT GOVERNING BODY | FORM 990, PART VI, SECTION A, LINE 7A | HEARTLAND HEALTH, BEING THE SOLE MEMBER OF HEARTLAND FOUNDATION, HAS THE RIGHT TO ELECT ALL THE BOARD OF TRUSTEES. |
| GOVERNING BODY DECISIONS SUBJECT TO APPROVAL OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, SECTION A, LINE 7B | THE CORPORATE BYLAWS OF HEARTLAND FOUNDATION IDENTIFY CERTAIN RIGHTS AND POWERS WHICH ARE RESERVED TO HEARTLAND HEALTH, THE SOLE MEMBER. IN EACH INSTANCE, THE RIGHTS AND POWERS RESERVED TO THE SOLE MEMBER MAY BE SUMMARIZED AS FOLLOWS: A. OVERALL STRATEGIC DIRECTION B. ELECTION OF TRUSTEES C. APPOINTMENT OF THE CHIEF EXECUTIVE OFFICER, OTHER SENIOR OFFICERS, AUDITORS, AND LEGAL COUNSEL D. ESTABLISHMENT OF BANKING RELATIONSHIPS E. MANAGEMENT OF CASH AND OTHER ASSETS F. APPROVAL OF CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS G. LONG-RANGE PLANNING H. ADOPTION OF ANNUAL OPERATING BUDGETS |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11A | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE TREASURER AND THE ASSISTANT TREASURER REVIEW THE 990. THE 990 IS THEN POSTED TO A WEBSITE FOR ALL VOTING MEMBERS TO ACCESS BEFORE IT IS FILED. |
| MONITORING THE CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | UPON AGREEING TO FILL A BOARD POSITION, THE PROSPECTIVE MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST DOCUMENT WHICH DISCLOSES FAMILY AND BUSINESS RELATIONSHIPS THAT COULD BE CONSIDERED IN CONFLICT WITH THEIR POSITION ON THE BOARD. IN THIS DOCUMENT, THEY AGREE THAT THEY WILL DISCLOSE ANY ACTIVITIES IN WHICH THEY MAY NOT BE INDEPENDENT IN REGARDS TO A TRANSACTION. THIS DOCUMENT IS DISTRIBUTED AND HELD BY LEGAL COUNSEL. THE MEMBER ALSO SIGNS HEARTLAND'S CODE OF CONDUCT DOCUMENT IN WHICH THEY AGREE TO ETHICAL BEHAVIOR AND ADHERING TO CONFIDENTIALITY POLICIES. THIS DOCUMENT IS HELD BY THE CORPORATE COMPLIANCE OFFICE. ANNUALLY, THE CORPORATE COMPLIANCE OFFICER DISTRIBUTES A SURVEY TO EACH BOARD MEMBER TO FACILITATE DISCLOSURE OF ANY REPORTABLE ACTIVITIES. DURING THE COURSE OF BOARD MEETINGS, BOARD MEMBERS WILL DISMISS THEMSELVES FROM MEETINGS AND/OR ABSTAIN FROM VOTING DURING DISCUSSIONS OF ISSUES THAT RELATE TO THOSE SPECIFIC MEMBERS OR THE COMPANIES THAT THEY REPRESENT. ALL DISMISSALS AND ABSTENTIONS ARE RECORDED IN THE MINUTES OF THE BOARD MEETING. ANNUALLY, THE BOARD MEMBERS AND OFFICERS ARE REQUIRED TO SIGN A CODE OF CONDUCT DOCUMENT IN WHICH THEY AGREE TO ETHICAL BEHAVIOR AND ADHERING TO CONFIDENTIALITY POLICIES. THEY ALSO RECEIVE A QUESTIONNAIRE WHICH FACILITATES THE DISCLOSURE OF ANY REPORTABLE ACTIVITIES TO THE CORPORATE COMPLIANCE OFFICER. |
| COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINE 15A | ANNUAL REVIEW--PERFORMED DURING FISCAL YEAR 2011. MARKET DATA IS PROVIDED BY INTEGRATED HEALTHCARE STRATEGIES (IHS). A COMPENSATION COMMITTEE COMPRISED OF THE HEARTLAND HEALTH BOARD CHAIR, HEARTLAND HEALTH BOARD VICE-CHAIR AND THREE ADDITIONAL HEARTLAND HEALTH BOARD MEMBERS AND INDEPENDENT LEGAL COUNSEL, AS SCRIBE OVERSEE AN ANNUAL SALARY REVIEW PROCESS FOR OFFICERS. FOR THE POSITIONS, THE FULL SCOPE OF DUTIES AND RESPONSIBILITIES, NUMBERS OF STAFF MANAGED, PROCESSES MANAGED, APPROXIMATE REVENUE, EXPENSE, OR CAPITAL DOLLARS MANAGED ARE PROVIDED TO A THIRD PARTY CONSULTANT THAT SPECIALIZES IN RESEARCH OF MARKET SALARY DATA. FACILITY SIZE, NOT-FOR-PROFIT STATUS AND THE SCOPE OF POSITION IS COMPARED TO LIKE FACILITIES TO DETERMINE BASE COMPENSATION AND INCENTIVE COMPENSATION FOR EACH POSITION. THE DATA GATHERED BY THE MARKET RESEARCH FIRM IS REVIEWED BY THE COMPENSATION COMMITTEE, OUTLIER ISSUES ARE RESOLVED AND BASED UPON PRESENT FINANCIAL INDICATORS, THE COMMITTEE MAKES THEIR DETERMINATION OF COMPENSATION LEVELS FOR THE NEXT PAY YEAR. |
| AVAILABILITY OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 5 | UNREALIZED GAIN/(LOSS) ON INVESETMENTS $ 681,719 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HEARTLAND HEALTH | ||||||||||
| 5325 FARAON | ST JOSEPH | MO | 64506 | 431283316 | HEALTHCARE | MO | 501(C)(3) | 11A | NA | false |
| HEARTLAND LONG TERM ACUTE CARE HOSPITAL | ||||||||||
| 5325 FARAON | ST JOSEPH | MO | 64506 | 261972987 | HEALTHCARE | MO | 501(C)(3) | 3 | HH | true |
| HEARTLAND REGIONAL MEDICAL CENTER | ||||||||||
| 5325 FARAON | ST JOSEPH | MO | 64506 | 440545289 | HEALTHCARE | MO | 501(C)(3) | 3 | HH | true |
| LEWIS AND CLARK INFORMATION EXCHANGE | ||||||||||
| 5325 FARAON | ST JOSEPH | MO | 64506 | 320290671 | DATA SHARING | MO | 501(C)(3) | 9 | HH | true |
| REGIONAL EMERGENCY MEDICAL SERVICES | ||||||||||
| 5325 FARAON | ST JOSEPH | MO | 64506 | 273923442 | AMBULANCE SVC | MO | 501(C)(3) | 9 | HH | true |
| HEALTH CARE BENEFIT TRUST | ||||||||||
| 5325 FARAON STREET | ST JOSEPH | MO | 64506 | 431286484 | HEALTH CARE | MO | 501(C)(9) | HH | true | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| MIDWESTERN HEALTH MANAGEMENT INC | |||||||||
| 5325 FARAON STREET | ST JOSEPH | MO | 64502 | 431264358 | HEALTHCARE | MO | HH | C CORP | true |
| COMMUNITY HEALTH PLAN INC | |||||||||
| 137 N BELT | ST JOSEPH | MO | 64506 | 431690582 | INSURANCE | MO | HH | C CORP | true |
| COMMUNITY HEALTH PLAN INSURANCE COMPANY | |||||||||
| 137 N BELT | ST JOSEPH | MO | 64506 | 431210152 | INSURANCE | MO | HH | C CORP | true |
| HHS PROPERTIES INC | |||||||||
| 5325 FARAON STREET | ST JOSEPH | MO | 64506 | 431593799 | INVESTMENT | MO | HH | C CORP | true |
| UPTOWN HOUSING INC | |||||||||
| 5325 FARAON | ST JOSEPH | MO | 64506 | 261416252 | REDEVELOPMENT | MO | HH | C CORP | true |
| UPTOWN ST JOSEPH REDEVELOPMENT CORP | |||||||||
| 5325 FARAON | ST JOSEPH | MO | 64506 | 201742813 | REDEVELOPMENT | MO | HH | C CORP | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HEARTLAND REGIONAL MEDICAL CENTER | ||
| E | 1386162 | FMV |
| HEARTLAND REGIONAL MEDICAL CENTER | ||
| M | 892871 | FMV |
| HEARTLAND REGIONAL MEDICAL CENTER | ||
| P | 887171 | FMV |
| HEARTLAND REGIONAL MEDICAL CENTER | ||
| C | 844000 | CASH |