Civic Intelligence

Kansas City Heart Foundation

990EZ • Fiscal year 2015 • EIN 43-1889848

Dec 01, 2014 to Nov 30, 2015 • Filed on Apr 15, 2016

Organization ProfileKCHEARTFOUNDATION.ORG
Attn Sandra Dorrell 3200 NE Ralph PLees Summit, MO 64064

(816) 525-1600

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

30th percentile

-8.6%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$177,338

Down $16,683 (-8.6%) from 2014

Net Assets

Down

$177,338

Down $16,683 (-8.6%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$165,662

Down $39,802 (-19%) from 2014

Expenses

Down

$182,345

Down $23,100 (-11%) from 2014

Net Income

Down

-$16,683

Down $16,702 (-87905%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$300K$200K$100K$0Assets 2010: $274,123Net Assets 2010: $274,1232010Assets 2011: $177,078Liabilities 2011: $0Net Assets 2011: $177,0782011Assets 2012: $172,965Liabilities 2012: $0Net Assets 2012: $172,9652012Assets 2013: $194,002Liabilities 2013: $0Net Assets 2013: $194,0022013Assets 2014: $194,021Liabilities 2014: $0Net Assets 2014: $194,0212014Assets 2015: $177,338Net Assets 2015: $177,3382015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2015

Assets$177,338
Liabilities-
Net Assets$177,338
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $343,922Expenses 2010: $216,938Net Income 2010: $126,9842010Expenses 2011: $427,3382011Expenses 2012: $364,9102012Revenue 2013: $230,239Expenses 2013: $209,202Net Income 2013: $21,0372013Revenue 2014: $205,464Expenses 2014: $205,445Net Income 2014: $192014Revenue 2015: $165,662Expenses 2015: $182,345Net Income 2015: -$16,6832015Revenue 2016: $3,652Expenses 2016: $5,975Net Income 2016: -$2,3232016

Highlighted filing

2015

Revenue$165,662
Expenses$182,345
Net Income-$16,683
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Apr 15, 2016
Return Version
2014v6.0
Gross Receipts
$165,662
Mission and Program Overview

Mission

Cardiovascular research and continuing education for medical prpfessionals

Program Services

DescriptionGrantsExpenses
VARIOUS CLINICAL STUDIES. THE PURPOSE OF THE STUDIES IS TO EVALUATE THE SAFETY AND EFFECTIVENESS OF SELECTED PHARMACEUTICALS AND MEDICAL DEVICES-$182,345
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC HOCKSTAD MDPresident-$0--
WILLIAM BRODINE MDVice Pres-$0--
DAVID BLICK MDSecretary-$0--
LILLIARD ASHLEY MDTreasurer-$0--
LARRY BINGHAMBoard Member-$0--
RICHARD BROWNBoard Member-$0--
CARLA DURYEEBoard Member-$0--
JOHN HOLKINS MDBoard Member-$0--
FLEURY YELVINGTONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Kansas City Heart Foundation
EIN
43-1889848
Phone
8165251600
Address
ATTN SANDRA DORRELL 3200 NE RALPH P, LEES SUMMIT, MO 64064

Signing Officer

Name
Officer
Title
Officer
Phone
8165251600
Signed
2016-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Duane a Stephens CPA LLC
Address
3720 ARROWHEAD AVE STE 210, INDEPENDENCE, MO 64057
Preparer
Duane a Stephens
Phone
8167972738
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Prior year adjustment 10196.”

Form 990EZ, Part I, Line 16

“Study expenses 6563. Cardiology update 8741. Accounting 1029. Finance charges 131. Healthy heart expenses 137. Investment admin expenses 1335. Lab draw 28. Miscellaneous 35. Office 2095. Salary reimbursement 160000. Travel 2091. Depreciation 160.”

Form 990, Part IX, Line 24F

“Finance charges healthy heart journal club exp miscellaneous exp salary reimbursement”

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEES SUMMIT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC HOCKSTAD MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM BRODINE MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID BLICK MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LILLIARD ASHLEY MD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICHARD BROWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN HOLKINS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8FLEURY YELVINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0182345
IRS990EZ/OtherRevenueTotalAmt010196
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CARDIOVASCULAR RESEARCH AND CONTINUING EDUCATION FOR MEDICAL PRPFESSIONALS
IRS990EZ/ProgramServiceRevenueAmt0155376
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0182345
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt0165662
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0KCHEARTFOUNDATION.ORG
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0MO
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDY EXPENSES 6563. CARDIOLOGY UPDATE 8741. ACCOUNTING 1029. FINANCE CHARGES 131. HEALTHY HEART EXPENSES 137. INVESTMENT ADMIN EXPENSES 1335. LAB DRAW 28. MISCELLANEOUS 35. OFFICE 2095. SALARY REIMBURSEMENT 160000. TRAVEL 2091. DEPRECIATION 160.
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064057
ReturnHeader/PreparerPersonGrp/PhoneNum08167972738
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUANE A STEPHENS
ReturnHeader/ReturnTs02016-06-07T07:18:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,338
Liabilities
-
Net assets
$177,338
Revenue
$165,662
Expenses
$182,345
Net income
-$16,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.77$1.77$1.66$1.82$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.05$2.05$0.00
2013Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$2.30$2.09$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$3.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$4.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$2.74$3.44$2.17$1.27