2014-05-15T15:40:30-05:00 2013-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2012-07-01 431262768 Heartland Foundation % JOHN P WILSON HEAR 8162716611 5325 FARAON Suite St Joseph MO 64506 JOHN P WILSON 8162716611 2014-05-15 true Michael J Engle 8162216300 2014-05-15 2012 2015-11-30 17:44:51Z JOHN P WILSON 5325 Faraon ST JOSEPH MO 64506 3065132 false X N/A X 1982 MO THE ORGANIZATION HAS A VISION TO BUILD HEALTHIER, MORE LIVABLE COMMUNITIES. 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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 CATTLE BARON'S 55212 45052 10160 14183 1000 5724 0 0 0 0 0 55212 45052 10160 14183 1000 5724 20907 -10747 true 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 15 0 CRISIS GRANTS 41 69726 SCHOLARSHIPS 134 162720 MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 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. X true true false true false false false false false false false MARK LANEY MD 0 651444 0 456000 0 22562 0 118333 0 19833 0 1268172 JUDY SABBERT 283366 0 59846 0 28969 0 34534 0 20831 0 427546 0 JOHN P WILSON 0 521854 0 124620 0 21006 0 88988 0 0 0 756468 DOUGLAS BRANDT 0 234704 0 6283 0 23283 0 58315 0 20694 0 343279 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. 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 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 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 false false true false true false false false true false false true false false true false false false 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