Form 990 for tax year 2022
Filed by TRUMAN HEARTLAND COMMUNITY FOUNDATION.
Totals
- Total revenue
- $10,949,150
- Total expenses
- $12,031,944
- Contributions and grants received
- $8,774,173
- Grants paid
- $10,257,114
- Program service revenue
- $857,549
- Investment income
- $1,284,566
- Other revenue
- $32,862
- Total assets, end of year
- $77,423,002
- Total liabilities, end of year
- $18,740,673
- Net assets or fund balances, end of year
- $58,682,329
- Program services expenses (Part IX)
- $11,317,816
- Management and general expenses
- $492,633
- Fundraising expenses
- $221,495
- Program service expenses (Part III)
- $11,317,816
Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$274,032
-
1f · All other contributions, gifts and grants
$8,500,141
-
1g · Noncash contributions included above
$674,000
-
2a · Program service revenue: INCOME FROM SERVICES
total $857,549 · related or exempt $857,549
-
3 · Investment income
total $1,222,985 · excluded $1,222,985
-
7a · Gross sales of assets other than inventory
securities $61,581
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $61,581
-
7d · Net gain or loss
total $61,581 · excluded $61,581
-
8a · Fundraising events: gross income
$144,473
-
8a · Fundraising events: contributions included on line 1c
$274,032
-
8b · Fundraising events: direct expenses
$111,611
-
8c · Net income from fundraising events
total $32,862 · excluded $32,862
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $9,575,746 · program services $9,575,746
-
2 · Grants to domestic individuals
total $681,368 · program services $681,368
-
5 · Compensation of officers, directors and key employees
total $289,542 · program services $60,456 · management and general $153,678 · fundraising $75,408
-
7 · Other salaries and wages
total $351,985 · program services $175,982 · management and general $82,841 · fundraising $93,162
-
9 · Other employee benefits
total $72,688 · program services $11,588 · management and general $51,670 · fundraising $9,430
-
10 · Payroll taxes
total $47,490 · program services $17,631 · management and general $17,442 · fundraising $12,417
-
11c · Fees: accounting
total $15,500 · management and general $15,500
-
11f · Fees: investment management
total $760,203 · program services $760,203
-
11g · Fees: other
total $500 · program services $250 · management and general $250
-
12 · Advertising and promotion
total $53,284 · management and general $33,805 · fundraising $19,479
-
13 · Office expenses
total $9,004 · program services $994 · management and general $7,762 · fundraising $248
-
14 · Information technology
total $57,176 · program services $6,546 · management and general $49,623 · fundraising $1,007
-
16 · Occupancy
total $23,306 · management and general $23,306
-
17 · Travel
total $3,249 · program services $812 · management and general $1,625 · fundraising $812
-
19 · Conferences, conventions and meetings
total $12,719 · management and general $12,719
-
22 · Depreciation, depletion and amortization
total $6,388 · management and general $6,388
-
23 · Insurance
total $14,428 · program services $1,160 · management and general $12,451 · fundraising $817
-
24a · Other expenses: OFFICE REPAIRS & MAINTE
total $20,544 · program services $10,272 · management and general $5,136 · fundraising $5,136
-
24b · Other expenses: PRINTING & POSTAGE
total $20,022 · program services $5,156 · management and general $13,021 · fundraising $1,845
-
24c · Other expenses: TELEPHONE
total $9,936 · program services $4,505 · management and general $4,490 · fundraising $941
-
24d · Other expenses: BANK FEES
total $6,866 · program services $5,147 · management and general $926 · fundraising $793
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,316,798 · end of year $1,345,348
-
2 · Savings and temporary cash investments
beginning of year $3,831,878 · end of year $4,752,860
-
3 · Pledges and grants receivable
end of year $203,239
-
4 · Accounts receivable
beginning of year $197,687 · end of year $504
-
9 · Prepaid expenses and deferred charges
beginning of year $5,260 · end of year $15,693
-
10a · Land, buildings and equipment: cost or other basis
$824,061
-
10b · Land, buildings and equipment: accumulated depreciation
$138,750
-
10c · Land, buildings and equipment, net
beginning of year $263,507 · end of year $685,311
-
11 · Investments: publicly traded securities
beginning of year $80,236,060 · end of year $70,420,047
-
17 · Accounts payable and accrued expenses
beginning of year $67,668 · end of year $90,009
-
19 · Deferred revenue
beginning of year $3,111 · end of year $6,222
-
25 · Other liabilities
beginning of year $14,338,821 · end of year $18,644,442
-
27 · Net assets without donor restrictions
beginning of year $68,914,647 · end of year $56,234,875
-
28 · Net assets with donor restrictions
beginning of year $2,526,943 · end of year $2,447,454
Mission and programs · 2022
Mission
THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO IMROVE THE LIVES OF EASTERN JACKSON COUNTY MISSOURI.
-
FOR 40 YEARS, TRUMAN HEARTLAND COMMUNITY FOUNDATION HAS DEMONSTRATED THE EFFECT OF PRIVATE GIVING FOR THE PUBLIC GOOD IN EASTERN JACKSON COUNTY AND SURROUNDING COMMUNITIES. OUR COMMUNITIES DEMONSTRATED A LEVEL OF GENEROSITY THAT WARRANTS CELEBRATION. GRANTS MADE FROM ALL FUNDS, INCLUDING DONOR ADVISED FUNDS, SCHOLARSHIPS, AND THE ANNUAL COMMUNITY GRANTS PROGRAM, REACHED AN ALL-TIME HIGH OF $6.3 MILLION. THERE ARE NOW MORE THAN 842 FUNDS, INCLUDING A RECORD 54 NEW FUNDS ESTABLISHED IN 2022, HELD AT THCF.THE ANNUAL GRANTS COMMITTEE, INCLUDING REPRESENTATIVES FROM THE FOUR ADVISORY BOARDS AND YOUTH ADVISORY COUNCIL, AWARDED 61 GRANTS TO NONPROFIT ORGANIZATIONS PERTAINING TO HEALTH AND WELFARE, ARTS AND CULTURE, COMMUNITY BETTERMENT, EDUCATION, AND MISSOURI WILDLIFE CONSERVATION TOTALING $441,944. SCHOLARSHIPS TOTALING 422 WERE AWARDED TO 314 INDIVIDUALS, INCLUDING HIGH SCHOOL SENIORS, UNDERGRADUATE, GRADUATE, AND TECHNICAL STUDENTS, TOTALING $722,767 TO SUPPORT CONTINUING EDUCATION. THE 149 SCHOLARSHIP FUNDS WERE CREATED THROUGH DONORS' DEDICATION AND GIVING.THE HEARTLAND LEGACY SOCIETY GREW TO NEARLY 190 MEMBERS IN 2022. THROUGH CAREFUL PLANNING, MEMBERS OF THIS SPECIAL GROUP HAVE MADE PROVISIONS IN THEIR ESTATE TO BENEFIT CHARITY. RATHER THAN MAKING A ONE-TIME FINAL GIFT TO CHARITY, LEGACY SOCIETY MEMBERS PLAN FOR FUTURE CONTRIBUTIONS TO BE ADDED TO AN EXISTING DAF OR TO ESTABLISH A NEW FUND FROM THE LEGACY GIFT. OUR MEMBERS FIND COMFORT IN KNOWING THEY WILL LEAVE BEHIND A LEGACY OF THOUGHTFUL PHILANTHROPY THAT WILL CONTINUE FOR YEARS TO COME.THANKS TO MORE THAN $202,000 IN FUNDHOLDER CONTRIBUTIONS, THE JOB SKILLS FOR NEW CAREERS INITIATIVE IMPROVED THE ECONOMIC STATUS OF 163 EASTERN JACKSON COUNTY PARTICIPANTS BY PROVIDING THEM WITH A PATHWAY TO HIGHER-PAYING, IN-DEMAND CAREERS THROUGH JOB SKILLS TRAINING, FINANCIAL COACHING, AND MENTORSHIP. JOB SKILLS FOR NEW CAREERS IS A COLLABORATION OF FOUR KEY ORGANIZATIONS: COMMUNITY SERVICES LEAGUE, KC SCHOLARS, MID-CONTINENT PUBLIC LIBRARY, AND THE UNIVERSITY OF CENTRAL MISSOURI. BY UTILIZING EACH ORGANIZATION'S UNIQUE ASSETS, APPLICANTS RECEIVED FREE TRAINING IN FIELDS THAT PAY LIVING WAGES AND CONTINUE TO BE IN HIGH DEMAND IN OUR REGION, INCLUDING HEALTHCARE AND SKILLED INDUSTRIAL TRADES.THE THCF YOUTH ADVISORY COUNCIL (YAC) INCLUDED 64 STUDENTS FROM 9 LOCAL HIGH SCHOOLS. IN YAC, OUR "SCHOOL OF PHILANTHROPY," STUDENTS LEARN ABOUT PHILANTHROPY AND GAIN HANDS-ON EXPERIENCE IN FUNDRAISING, GRANTMAKING, AND VOLUNTEERISM. YAC HOSTED ITS ANNUAL FUNDRAISER IN APRIL 2022, A DRIVE-IN MOVIE EVENT, "WHEELS AND REELS." THE PROCEEDS FROM THE FUNDRAISER BENEFITED THE YAC ENDOWMENT FUND TO INCREASE YAC'S GRANTMAKING TO AREA NONPROFITS AS PART OF THE FOUNDATION'S ANNUAL GRANTS PROGRAM. ALSO IN APRIL 2022, YAC HELD ITS ANNUAL "FILL THOSE TRUCKS" FOOD DRIVE, BENEFITING COMMUNITY SERVICES LEAGUE, LEE'S SUMMIT SOCIAL SERVICES, AND RAYTOWN EMERGENCY ASSISTANCE PROGRAM. THE AGENCIES RECEIVED MULTIPLE BOX TRUCK LOADS OF PANTRY STAPLES TO SUPPORT THEIR FOOD-INSECURE CLIENTELE. TEAMS ALSO VOLUNTEER AT LOCAL NONPROFITS FOR VARIOUS EVENTS.THE TOAST TO OUR TOWNS GALA COMMITTEE WAS CHAIRED BY MELANIE MOENTMANN IN 2022. DRESSED TO THE NINES, WE GATHERED TO CELEBRATE THE EXTRAORDINARY PEOPLE WHO HAVE DEDICATED THEMSELVES TO EASTERN JACKSON COUNTY AND THE SURROUNDING COMMUNITIES. THIS YEAR'S EVENT SHOWCASED THE FOUNDATION'S WORK IN THE COMMUNITY, HIGHLIGHTING THOSE INDIVIDUALS AND BUSINESSES MAKING SIGNIFICANT COMMUNITY CONTRIBUTIONS. EARNINGS GOALS FOR THE GALA FAR EXCEEDED EXPECTATIONS IN 2022, AND THE PROCEEDS WERE USED FOR GENERAL OPERATING EXPENSES.
Expenses $11,317,816 · Grants $10,257,114 · Revenue $857,549
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
TERRI STEELE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TED BOWMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
STEVE NOLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
STAN SALVA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ROSALIE NEWKIRK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ROCHELLE PARKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
RANDY RHOADS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
R DYAN ZIMMERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MONTIE TRIPP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MICHELE CRUMBAUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MERIDETH ROSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MELANIE MOENTMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
LINDA GERDING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
LIESL HAYS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JOE MULLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
GLEN NASH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR THOMAS MEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR JASON SNODGRASS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR BETH ROSEMERGEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DAVE MAYTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
CLIFFORD D JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BETH SILVERSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ALLAN THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
LYNETTE WHEELER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
BRET KOLMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
STEVE POTTER
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
JEFF WALTERS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
KAREN SCHULER
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
BRIDGET STOPPELMAN
CFO
- Total calculated
- $107,505
- From this org
- $102,790
- From related orgs
- $0
- Other
- $4,715
- Hours/week
- 40
-
PHILLIP J HANSON
PRESIDENT/CEO
- Total calculated
- $183,845
- From this org
- $171,155
- From related orgs
- $0
- Other
- $12,690
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,400
- Bonus
- $4,755
- Other
- $0
- Deferred
- $6,656
- Nontaxable benefits
- $6,034
- Filer's total
- $183,845
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$4,500,000
GENERAL SUPPORT
-
$326,500
GENERAL SUPPORT
-
$305,000
GENERAL SUPPORT
-
SYMETRA LIFE INSURANCE
$295,000
LIFE INSURANCE PAYMENT
-
PROTECTIVE LIFE INSURANCE COMPANY
$235,000
LIFE INSURANCE PAYMENT
-
GENERAL SUPPORT
-
INDEPENDENCE SCHOOL DIST FOUNDATION
$151,000
GENERAL SUPPORT
-
$113,000
GENERAL SUPPORT
-
GATEWAY CHURCH OF BLUE SPRINGS
$100,000
GENERAL SUPPORT
-
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
REAL ESTATE · MO · income $674,457 · assets $674,457
Directly controlled by TRUMAN HEARTLAND COMMUNITY FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303199349320210
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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