Civic Intelligence

Truman VA Medical Research Foundation

990 • Fiscal year 2018 • EIN 43-1581381

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 11, 2019

PO Box 605Columbia, MO 65205

(537) 814-6555

Siviq Scores

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

Liabilities / Assets

58th percentile

0.06x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.09x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

97th percentile

$275,827

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 48.6% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

55th percentile

3.3%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$779,687

Up $24,697 (+3.3%) from 2017

Net Assets

Up

$731,186

Up $65,230 (+9.8%) from 2017

Liabilities

Down

$48,501

Down $40,533 (-46%) from 2017

Revenue

Up

$567,479

Up $112,971 (+25%) from 2017

Expenses

Down

$502,249

Down $59,792 (-11%) from 2017

Net Income

Up

$65,230

Up $172,763 (+161%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,476,542Liabilities 2011: $128,094Net Assets 2011: $1,348,4482011Assets 2012: $1,244,971Liabilities 2012: $106,847Net Assets 2012: $1,138,1242012Assets 2013: $813,558Liabilities 2013: $55,514Net Assets 2013: $758,0442013Assets 2014: $898,128Liabilities 2014: $162,248Net Assets 2014: $735,8802014Assets 2015: $706,364Liabilities 2015: $94,272Net Assets 2015: $612,0922015Assets 2016: $912,782Liabilities 2016: $139,293Net Assets 2016: $773,4892016Assets 2017: $754,990Liabilities 2017: $89,034Net Assets 2017: $665,9562017Assets 2018: $779,687Liabilities 2018: $48,501Net Assets 2018: $731,1862018Assets 2019: $680,509Liabilities 2019: $34,871Net Assets 2019: $645,6382019Assets 2020: $459,358Liabilities 2020: $86,073Net Assets 2020: $373,2852020Assets 2021: $253,571Liabilities 2021: $28,655Net Assets 2021: $224,9162021Assets 2022: $308,720Liabilities 2022: $7,915Net Assets 2022: $300,8052022Assets 2023: $355,577Liabilities 2023: $16,834Net Assets 2023: $338,7432023

Highlighted filing

2018

Assets$779,687
Liabilities$48,501
Net Assets$731,186

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $390,531Expenses 2011: $573,662Net Income 2011: -$183,1312011Expenses 2012: $532,2052012Expenses 2013: $495,4032013Revenue 2014: $328,136Expenses 2014: $350,300Net Income 2014: -$22,1642014Revenue 2015: $377,805Expenses 2015: $501,593Net Income 2015: -$123,7882015Revenue 2016: $765,555Expenses 2016: $604,158Net Income 2016: $161,3972016Revenue 2017: $454,508Expenses 2017: $562,041Net Income 2017: -$107,5332017Revenue 2018: $567,479Expenses 2018: $502,249Net Income 2018: $65,2302018Revenue 2019: $564,534Expenses 2019: $650,082Net Income 2019: -$85,5482019Revenue 2020: $294,203Expenses 2020: $566,556Net Income 2020: -$272,3532020Revenue 2021: $378,378Expenses 2021: $528,022Net Income 2021: -$149,6442021Revenue 2022: $487,981Expenses 2022: $400,865Net Income 2022: $87,1162022Revenue 2023: $272,839Expenses 2023: $235,162Net Income 2023: $37,6772023

Highlighted filing

2018

Revenue$567,479
Expenses$502,249
Net Income$65,230
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 11, 2019
Return Version
2017v2.3
Gross Receipts
$567,479
Mission and Program Overview

Mission

To further medical science by promoting the research and educational activities of the staff of the harry s. Truman memorial veterans' hospital in columbia, missouri.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$264,342$737,000▲ $472,658
Investments in Publicly Traded Securities$400,000--
Accounts Receivable$90,648$42,687▼ $47,961
Total Assets$754,990$779,687▲ $24,697
Liabilities
Accounts Payable and Accrued Expenses$23,449$25,296▲ $1,847
Other Liabilities$65,585$23,205▼ $42,380
Total Liabilities$89,034$48,501▼ $40,533
Net Assets / Fund Balance
Unrestricted Net Assets$549,070$458,678▼ $90,392
Temporarily Rstr Net Assets$116,886$272,508▲ $155,622
Total Net Assets Fund Balance$665,956$731,186▲ $65,230
Total Liabilities and Net Assets / Fund Balance$754,990$779,687▲ $24,697

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,865$1,865
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael QuinataExecutive DiFT$72,800$72,800
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$418,117
Investment Income
$5,224
Other Revenue
$144,138
Change in Net Assets
$65,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$335,239
Salaries, Compensation, and Employee Benefits$156,551
Total Fundraising Expense$11,011
Professional Fundraising Fees$10,459
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$78,734$6,687-$85,421
Current Officers, Directors, Trustees, and Key Employees-$72,800-$72,800
Other Salaries and Wages-$53,849-$53,849
All Other Expenses$14,415$7,407-$21,822
Other Employee Benefits-$18,218-$18,218
Other Expenses$27,780$11,724$552$12,276
Payroll Taxes-$11,684-$11,684
Fees for Services Professional Fundraising--$10,459$10,459
Fees for Services Accounting$89$6,138-$6,227
Travel$2,345$3,416-$5,761
Insurance-$4,050-$4,050
Conferences and Meetings$1,220$885-$2,105
Office Expenses$807$945-$1,752
Total Functional Expenses$293,435$197,803$11,011$502,249
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$10,459
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accured Payroll Liabilites$23,205
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Page 6, Part VI, Line 11B

Executive director reviews with finance committee. 990 is provided electronically to the entire board of directors.

Form 990, Page 6, Part VI, Line 12C

Annual review is completed.

Form 990, Page 6, Part VI, Line 15A

Board of directors determines compensation for executive director.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Truman Va Medical
EIN
43-1581381
Phone
5378146555
Address
PO BOX 605, COLUMBIA, MO 65205

Signing Officer

Name
Jeanne Mcguire
Title
Treasurer
Phone
5378146555
Signed
2019-02-11

Organization Details

Principal Officer
John H Dean Ms
Formed
1991
Legal Domicile
Mo
Voting Board Members
11
Independent Board Members
4
Employees
9
Volunteers
9

Preparer

Firm
Hauk Kruse and Associates LLC
Address
600 EMERSON RD STE 124, SAINT LOUIS, MO 63141
Preparer
Rudolf We Kruse Iii
Phone
3149934285
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Personnel agreements 76,724 0 0 stipends 500 0 0 other professional fees 1,510 6,687 0 total 78,734 6,687 0

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IRS990/ReconcilationRevenueExpnssAmt065230
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0418177
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0264342
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0737000
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0COLUMBIA
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0MO
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0HARRY S TRUMAN MEMORIAL VETERANS' HOSPITAL
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01865
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01865
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCURED PAYROLL LIABILITES
IRS990ScheduleD/TotalLiabilityAmt023205
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0275827
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1238470
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2231555
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3175133
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LANA ZERRER MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WILLIAM ROLAND MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ADAM WHALEY-CONNELL DO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DAVID ISAACKS MCD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0275827
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1238470
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2231555
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3175133
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR REVIEWS WITH FINANCE COMMITTEE. 990 IS PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REVIEW IS COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS DETERMINES COMPENSATION FOR EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PERSONNEL AGREEMENTS 76,724 0 0 STIPENDS 500 0 0 OTHER PROFESSIONAL FEES 1,510 6,687 0 TOTAL 78,734 6,687 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0H S TRUMAN MEMORIAL VA HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0H S TRUMAN MEMORIAL VA HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741612229
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0800 HOSPITAL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt0800 HOSPITAL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COLUMBIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd065201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MO
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0116886
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0272508
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0754990
IRS990/TotalAssetsEOYAmt0779687
IRS990/TotalAssetsGrp/BOYAmt0754990
IRS990/TotalAssetsGrp/EOYAmt0779687
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011011
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0197803
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0293435
IRS990/TotalFunctionalExpensesGrp/TotalAmt0502249
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt089034
IRS990/TotalLiabilitiesEOYAmt048501
IRS990/TotalLiabilitiesGrp/BOYAmt089034
IRS990/TotalLiabilitiesGrp/EOYAmt048501
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0665956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0731186
IRS990/TotalProgramServiceExpensesAmt0293435
IRS990/TotalProgramServiceRevenueAmt0418117
IRS990/TotalReportableCompFromOrgAmt072800
IRS990/TotalRevenueGrp/ExclusionAmt05224
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0562255
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0567479
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0754990
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0779687
IRS990/TotReportableCompRltdOrgAmt0920985
IRS990/TravelGrp/ManagementAndGeneralAmt03416
IRS990/TravelGrp/ProgramServicesAmt02345

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.02$0.34$0.27$0.24$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.01$0.30$0.49$0.40$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.03$0.22$0.38$0.53$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.09$0.37$0.29$0.57$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.03$0.65$0.56$0.65$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.05$0.73$0.57$0.50$0.07
2017Summary only. Only limited summary data is available for this year.$0.75$0.09$0.67$0.45$0.56$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.14$0.77$0.77$0.60$0.16
2015Summary only. Only limited summary data is available for this year.$0.71$0.09$0.61$0.38$0.50$0.12
2014Summary only. Only limited summary data is available for this year.$0.90$0.16$0.74$0.33$0.35$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.06$0.76$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.11$1.14$0.53
2011Summary only. Only limited summary data is available for this year.$1.48$0.13$1.35$0.39$0.57$0.18