Civic Intelligence

Baptist-Trinity Lutheran Legacy

990 • Fiscal year 2015 • EIN 23-7432481

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 15, 2016

6675 HOLMES ROAD No 470Kansas City, MO 64131

(816) 276-7555

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

29th percentile

0.15x

Higher debt load relative to revenue than 29% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

5th percentile

-39%

Higher net margin than 5% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

28th percentile

$170,393

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$42,033,050

No earlier filing loaded for comparison.

Net Assets

$41,775,554

No earlier filing loaded for comparison.

Liabilities

$257,496

No earlier filing loaded for comparison.

Revenue

$1,753,484

No earlier filing loaded for comparison.

Expenses

$2,437,581

No earlier filing loaded for comparison.

Net Income

-$684,097

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2015: $42,033,050Liabilities 2015: $257,496Net Assets 2015: $41,775,5542015Assets 2016: $43,664,772Liabilities 2016: $248,677Net Assets 2016: $43,416,0952016Assets 2017: $47,859,894Liabilities 2017: $604,604Net Assets 2017: $47,255,2902017Assets 2018: $43,514,193Liabilities 2018: $474,731Net Assets 2018: $43,039,4622018Assets 2019: $49,916,274Liabilities 2019: $409,357Net Assets 2019: $49,506,9172019Assets 2020: $53,998,352Liabilities 2020: $254,256Net Assets 2020: $53,744,0962020Assets 2021: $60,443,981Liabilities 2021: $173,035Net Assets 2021: $60,270,9462021Assets 2022: $49,255,545Liabilities 2022: $153,489Net Assets 2022: $49,102,0562022Assets 2023: $54,385,425Liabilities 2023: $378,400Net Assets 2023: $54,007,0252023Assets 2024: $60,003,704Liabilities 2024: $230,909Net Assets 2024: $59,772,7952024

Highlighted filing

2015

Assets$42,033,050
Liabilities$257,496
Net Assets$41,775,554

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2015: $1,753,484Expenses 2015: $2,437,581Net Income 2015: -$684,0972015Revenue 2016: $1,145,940Expenses 2016: $2,559,487Net Income 2016: -$1,413,5472016Revenue 2017: $3,132,735Expenses 2017: $3,190,854Net Income 2017: -$58,1192017Revenue 2018: $3,465,362Expenses 2018: $2,556,525Net Income 2018: $908,8372018Revenue 2019: $2,553,209Expenses 2019: $2,500,524Net Income 2019: $52,6852019Revenue 2020: $1,177,619Expenses 2020: $2,355,463Net Income 2020: -$1,177,8442020Revenue 2021: $7,003,723Expenses 2021: $2,398,504Net Income 2021: $4,605,2192021Revenue 2022: $2,365,442Expenses 2022: $2,454,847Net Income 2022: -$89,4052022Revenue 2023: $1,625,494Expenses 2023: $2,952,901Net Income 2023: -$1,327,4072023Revenue 2024: $4,997,578Expenses 2024: $3,163,121Net Income 2024: $1,834,4572024

Highlighted filing

2015

Revenue$1,753,484
Expenses$2,437,581
Net Income-$684,097
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 15, 2016
Return Version
2015v2.1
Gross Receipts
$1,835,605
Mission and Program Overview

Mission

To provide support in the greater Kansas City area for crisis related medical assistance, neighborhood school health grants and health education programs and services. To seek philanthropic support for these areas of emphasis. To continue the tradition and religious heritage of the founders and donors of Baptist Medical Center and Trinity Lutheran Hospital and their Foundations.

To provide support in the greater kansas city area for crisis related medical assistance, neighborhood school health grants, and health education programs and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$40,137,943$37,690,857▼ $2,447,086
Investments Other Securities$2,753,830$2,678,619▼ $75,211
Savings and Temporary Cash Investments$1,526,341$1,381,905▼ $144,436
Pledges and Grants Receivable$157,700$165,000▲ $7,300
Land, Buildings, and Equipment, Net$115,499$110,211▼ $5,288
Prepaid Expenses and Deferred Charges$6,281$6,458▲ $177
Total Assets$45,432,058$42,033,050▼ $3,399,008
Other Assets Total$734,464$0▼ $734,464
Liabilities
Grants Payable$176,213$152,176▼ $24,037
Accounts Payable and Accrued Expenses$78,317$105,320▲ $27,003
Total Liabilities$254,530$257,496▲ $2,966
Net Assets / Fund Balance
Unrestricted Net Assets$37,382,553$34,969,003▼ $2,413,550
Temporarily Rstr Net Assets$5,083,629$4,815,336▼ $268,293
Permanently Rstr Net Assets$2,711,346$1,991,215▼ $720,131
Total Net Assets Fund Balance$45,177,528$41,775,554▼ $3,401,974
Total Liabilities and Net Assets / Fund Balance$45,432,058$42,033,050▼ $3,399,008

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$90,668$38,380$129,048
Equipment$19,543$34,126$53,669
Other Securities$747,207--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,446,077$31,925▼ $579,363$104,077$4,702,287
2014$5,426,064$32,250▲ $194,614$125,466$5,446,077
2013$4,377,410$790,302▲ $396,127$98,542$5,426,064
2012$4,351,588$31,500▲ $122,223$80,066$4,377,410
2011$4,438,847$42,261▼ $5,443$77,931$4,351,588
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Becky SchaidExecutive DirectorFT$157,590$12,803$170,393

Board Members and Trustees

NameTitle
Shelly D IsemanChair
Rich JonesImmediate Past Chair
Sara GoodburnVice Chair
Al Tikwart JrDirector
Bette CroesDirector
Craig RoederDirector
Dr James EarnestDirector
Dr Steve SalanskiDirector
Harley MetcalfeDirector
Jane RuesDirector
Jason LoftonDirector
Jim CarrDirector
Michelle WordDirector
Sara ColtDirector
Susie LawDirector
Virginia CoppingerDirector
Cheryl AndersonSecretary
Liz DeckertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$297,189
Program Service Revenue
$22,540
Investment Income
$1,485,562
Other Revenue
$-51,807
All Other Contributions
$235,453
Change in Net Assets
$-684,097

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,545,183
Revenue Not Reported on Financial Statements
$208,301
Revenue Not Reported on Form 990
$-2,667,469
Total Revenue per Audited Statements
$-1,122,286
Total Revenue per Form 990
$1,753,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,435,976
Other Expenses$659,703
Salaries, Compensation, and Employee Benefits$341,902
Total Fundraising Expense$103,285
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,188,578--$1,188,578
Grants to Domestic Orgs$247,398--$247,398
Fees for Service Investment Mgmnt Fees-$208,301-$208,301
Fees for Services Other$185,611$895$11,244$197,750
Current Officers, Directors, Trustees, and Key Employees$106,647$33,875$17,068$157,590
Other Salaries and Wages$86,428$27,452$13,833$127,713
Conferences and Meetings$28,154$1,861$2,078$32,093
Other Employee Benefits$20,923$6,334$4,511$31,768
Information Technology$5,403$11,723$3,333$20,459
Payroll Taxes$12,354$3,740$2,663$18,757
Fees for Services Legal$38$16,376-$16,414
Fees for Services Accounting$5,145$10,305-$15,450
Depreciation Depletion$314$13,693-$14,007
All Other Expenses$7,975-$80$8,055
Insurance$2,011$4,084-$6,095
Pension Plan Contributions$4,001$1,210$863$6,074
Other Expenses$1,458$2,765$20,902$4,223
Office Expenses$923$3,009-$3,932
Travel$1,263$75$75$1,413
Total Functional Expenses$1,986,920$347,376$103,285$2,437,581

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,437,581
Total Expenses per Audited Statements$2,279,688
Expenses per Audited Statements$2,229,280
Expenses Not Reported on Financial Statements$208,301
Expenses Not Reported on Form 990$50,408
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UNIVERSITY ACADEMY CO CHILDREN'S MERCY HOSPITALKansas City, MO501(c)(3)School-based Wellness Center$100,000
Kansas City Public SchoolsKansas City, MO501(c)(3)Audiometers/ Inhalers$37,260
Arthritis FoundationPrairie Village, KS501(c)(3)Youth Camp & Arthritis Education Classes$28,778
LEE'S SUMMIT EDUCATIONAL FOUNDATIONLees Summit, MO501(c)(3)Support Materials and Screenings$14,439
Mission of HopeKansas City, MO501(c)(3)Program Support$12,550
Kansas City Free ClinicKansas City, MO501(c)(3)Equipment$10,137
Swope Health ServicesKansas City, MO501(c)(3)Equipment$10,000
Seton Center IncKansas City, MO501(c)(3)Equipment$9,964
RediscoverKansas City, MO501(c)(3)Mental Health First Aid Program$7,336
CITY OF LEE'S SUMMIT HEALTH EDUCATION ADVISORY BOARDLees Summit, MO501(c)(3)Cpr Training Program$5,569
University AcademyKansas City, MO501(c)(3)Pediatric Speech and Hearing Program$5,227
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$82,121
Fundraising Gross Income$44,647
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concert$106,383$44,647$8,844$35,803
Total Events$106,383$44,647$82,121$-37,474
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

Prior to filing, the 990 is reviewed by the executive director and the executive committee or treasurer.

Form 990, Part VI, Section B, line 15

Salary comparisons of people in similar positions are presented to the executive committee for approval.

Form 990, Part VI, Section C, line 19

Douments are available upon request.

Filing and Contact Details

Filer

Filer Name
Baptist-trinity Lutheran Legacy Foundati
EIN
23-7432481
Phone
8162767555
Address
6675 HOLMES ROAD No 470, Kansas City, MO 64131

Signing Officer

Name
Elizabeth Deckert
Title
Treasurer
Phone
8162767514
Signed
2016-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Deckert
Formed
2003
Legal Domicile
Mo
Voting Board Members
18
Independent Board Members
18
Employees
6
Volunteers
40

Preparer

Firm
House Park Dobratz & Wiebler PC
Address
605 W 47th Street Suite 301, Kansas City, MO 64112
Preparer
Stanley H House
Phone
8169313393
Supplemental Narrative

Additional Explanations

Form 990, Part III, Discussion of Program Service Accomplishments

Kansas city's medicine cabinet, a short-term emergency medical assistance program, created by the foundation in july of 2005, continued to meet the needs of kansas city's low income, uninsured and under-insured population. From january 1, 2015 through december 31, 2015, 3,715 people were assisted with 4,088 services. Since the program began in 2005 through the end of 2015, more than 26,400 services have been provided. Currently there are 13 social service agencies and 24 intake sites throughout the metropolitan kansas city area. In addition, the program continues to work with the local domestic violence shelters and cancer action. The medicine cabinet provides emergency short-term assistance in five areas: dental emergencies, diabetic supplies, durable medical equipment (including hearing aids), vision care (eye glasses and exams) and prescriptions. A total of 82 scholarships were awarded to nursing students plus one respiratory therapy scholarship. The foundation provided funding to community agencies, organizations and schools, in the areas of arthritis, asthma, cpr training, mental health first aid training and parent's as teachers. Through the lena green trust, new medical equipment was purchased for five non-profit health clinics in the metropolitan area. The foundation provided speech and hearing equipment for students at a neighborhood charter school as well as hearing testing equipment to a local schools district. The foundation completed ten years of support of an in-school wellness center at a neighborhood charter school. The orear institute, an annual conference for medical professionals, funded through the foundation, was held with 123 attendees. Educational grants were provided for family practice residents and healthcare providers to enhance their clinical skills. Grants were given to support family practice resident's international medical studies. Educational grants were provided to a post-graduate pastoral care program to assist in the development of spiritual and clinical skills of those providing assistance to patients and their families.

Financial Statement Notes

Part X, Line 2:

The foundation is exempt from federal income tax under section 501(c)(3) of the internal revenue code. The foundation's policy is to provide liabilities for uncertain income tax provisions when a liability is probable and estimable. The foundation has no uncertain income tax positions for the years ended december 31, 2015 and 2014. The foundation is no longer subject to audits by the irs for years prior to 2012. Management is not aware of any violation of its tax status as an organization exempt from income taxes.

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IRS990/Form990PartVIISectionAGrp/PersonNm2Jane Rues
IRS990/Form990PartVIISectionAGrp/PersonNm3Cheryl Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm4Michelle Word
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IRS990/Form990PartVIISectionAGrp/PersonNm8Sara Goodburn
IRS990/Form990PartVIISectionAGrp/PersonNm9Harley Metcalfe
IRS990/Form990PartVIISectionAGrp/PersonNm10Jason Lofton
IRS990/Form990PartVIISectionAGrp/PersonNm11Sara Colt
IRS990/Form990PartVIISectionAGrp/PersonNm12Virginia Coppinger
IRS990/Form990PartVIISectionAGrp/PersonNm13Dr James Earnest
IRS990/Form990PartVIISectionAGrp/PersonNm14Liz Deckert
IRS990/Form990PartVIISectionAGrp/PersonNm15Rich Jones
IRS990/Form990PartVIISectionAGrp/PersonNm16Bette Croes
IRS990/Form990PartVIISectionAGrp/PersonNm17Shelly D Iseman
IRS990/Form990PartVIISectionAGrp/PersonNm18Becky Schaid
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chair
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IRS990/MissionDesc0TO PROVIDE SUPPORT IN THE GREATER KANSAS CITY AREA FOR CRISIS RELATED MEDICAL ASSISTANCE, NEIGHBORHOOD SCHOOL HEALTH GRANTS AND HEALTH EDUCATION PROGRAMS AND SERVICES. TO SEEK PHILANTHROPIC SUPPORT FOR THESE AREAS OF EMPHASIS. TO CONTINUE THE TRADITION AND RELIGIOUS HERITAGE OF THE FOUNDERS AND DONORS OF BAPTIST MEDICAL CENTER AND TRINITY LUTHERAN HOSPITAL AND THEIR FOUNDATIONS.
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IRS990/ProgramServiceRevenueGrp/Desc0Medical Education Seminar Fees
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IRS990/ProgSrvcAccomActy2Grp/Desc0MEDICAL EDUCATION - ANNUAL CONFERENCE FOR MEDICAL PROFESSIONALS AND OTHER EDUCATION PROGRAMS INCLUDING RESIDENT EDUCATION, PATIENT EDUCATION SCHOLARSHIPS FOR NURSING AND RESPIRATORY THERAPY STUDENTS. SEE SCHEDULE O FOR DISCUSSION OF PROGRAM SERVICE ACCOMPLISHMENTS.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0263650
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IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY HEALTH AND OTHER PROGRAMS - SEE SCHEDULE O FOR DISCUSSION OF PROGRAM SERVICE ACCOMPLISHMENTS.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0TEN PERCENT-OF-SUPPORT LIMITATION: AS REFLECTED ON LINE 14 OF SCHEDULE A, THE FOUNDATION HAS MET THE ALTERNATE 10% LIMITATION BY HAVING PUBLIC SUPPORT OF 25.11%. ATTRACTION OF PUBLIC SUPPORT: THE FOUNDATION MAINTAINS CONTINUOUS AND BONA FIDE PROGRAMS FOR SOLICITATION OF FUNDS FROM THE PUBLIC. THESE EFFORTS ARE CONDUCTED PRIMARILY BY THE STAFF AND BOARD OF DIRECTORS OF THE ORGANIZATION. THE FOUNDATION ANNUALLY CONDUCTS DIRECT MAIL SOLICITATIONS FROM INDIVIDUALS, BUSINESSES AND FOUNDATIONS FOR ITS NURSING SCHOLARSHIP PROGRAMS AND KANSAS CITY'S MEDICINE CABINET. THE FOUNDATION'S ANNUAL COINS FOR THE CABINET FUNDRAISER SOLICITS DONATIONS FROM AREA SCHOOLS AND BUSINESSES. KANSAS CITY'S MEDICINE CABINET, THE FOUNDATION'S PREMIER PROGRAM, ASSISTS PEOPLE THROUGHOUT THE SIX COUNTY KANSAS CITY METROPOLITAN AREA. IN 2015 THE MEDICINE CABINET PROVIDED OVER 4,000 SERVICES TO MORE THAN 3,700 PEOPLE. SINCE ITS INCEPTION IN 2005, THE PROGRAM HAS PROVIDED MORE THAN 26,400 SERVICES AT A COST OF NEARLY $5 MILLION. THE FOUNDATION HAS AN ANNUAL PUBLIC FUNDRAISING EVENT (CONCERT) TO SUPPORT THE MEDICINE CABINET. THE FOUNDATION NORMALLY RECEIVES ITS SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS AND ORGANIZATIONS IN THE KANSAS CITY AREA. THE FOUNDATION INTENDS TO CONTINUE SOLICITING CONTRIBUTIONS FROM INDIVIDUALS, BUSINESSES AND FOUNDATIONS IN THE KANSAS CITY, MISSOURI, METROPOLITAN AREA. REPRESENTATIVE GOVERNING BODY: THE FOUNDATION'S GOVERNING BODY ARE REPRESENTATIVES FROM THE COMMUNITY, INCLUDING AREA HEALTH CARE PROFESSIONALS AND OTHER PERSONS INTERESTED IN THE OPERATION OF THE FOUNDATION. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: KANSAS CITY'S MEDICINE CABINET CONTRACTS WITH THIRTEEN SOCIAL SERVICE AGENCIES THAT HAVE TWENTY-FOUR CLIENT IN-TAKE SITES STRATEGICALLY LOCATED THROUGHOUT THE KANSAS CITY METROPOLITAN AREA, WHERE QUALIFIED MEMBERS OF THE COMMUNITY MAY APPLY FOR ONE OR MORE OF THE EMERGENCY MEDICAL SERVICES PROVIDED BY THE MEDICINE CABINET. THE FOUNDATION BELIEVES THAT IT HAS MET THE REQUIREMENTS OF THE FACTS AND CIRCUMSTANCES TEST OF TREASURY REG. 1.170A-9(E)(3) AND IT SHOULD CONTINUE TO BE CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION WITHIN THE MEANING OF CODE SEC. 170(B)(1)(A)(VI).
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0297189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0301678

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