Civic Intelligence

Parkinson Foundation of the Heartland

990 • Fiscal year 2014 • EIN 48-1171504

Sep 01, 2013 to Aug 31, 2014 • Filed on Mar 10, 2015

8900 State Line Road66206

(913) 341-8828

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.20x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.09x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$46,013

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

46th percentile

0.2%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

0.8%

Faster revenue growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$130,650

Up $199 (+0.2%) from 2013

Net Assets

Up

$104,456

Up $10,907 (+12%) from 2013

Liabilities

Down

$26,194

Down $10,708 (-29%) from 2013

Revenue

Up

$302,672

Up $2,545 (+0.8%) from 2013

Expenses

Up

$291,765

Up $683 (+0.2%) from 2013

Net Income

Up

$10,907

Up $1,862 (+21%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $203,835Liabilities 2011: $27,989Net Assets 2011: $175,8462011Assets 2012: $88,786Liabilities 2012: $4,282Net Assets 2012: $84,5042012Assets 2013: $130,451Liabilities 2013: $36,902Net Assets 2013: $93,5492013Assets 2014: $130,650Liabilities 2014: $26,194Net Assets 2014: $104,4562014Assets 2015: $176,057Liabilities 2015: $12,250Net Assets 2015: $163,8072015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2014

Assets$130,650
Liabilities$26,194
Net Assets$104,456

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $360,6012011Revenue 2012: $278,817Expenses 2012: $370,159Net Income 2012: -$91,3422012Revenue 2013: $300,127Expenses 2013: $291,082Net Income 2013: $9,0452013Revenue 2014: $302,672Expenses 2014: $291,765Net Income 2014: $10,9072014Revenue 2015: $351,348Expenses 2015: $291,997Net Income 2015: $59,3512015Revenue 2016: $149,162Expenses 2016: $312,969Net Income 2016: -$163,8072016

Highlighted filing

2014

Revenue$302,672
Expenses$291,765
Net Income$10,907
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Mar 10, 2015
Return Version
2013v4.0
Gross Receipts
$378,648
Mission and Program Overview

Mission

To improve the quality of life for

To improve the quality of life for people affected by parkinson's disease through programs, education, advocacy and research. Significant activities include: wellness classes, support groups, newsletters and symposium and continuing education programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$112,152$93,209▼ $18,943
Cash and Non-Interest-Bearing Accounts$9,527$27,897▲ $18,370
Land, Buildings, and Equipment, Net$3,966$3,784▼ $182
Accounts Receivable-$940-
Total Assets$130,451$130,650▲ $199
Other Assets Total$4,806$4,820▲ $14
Liabilities
Accounts Payable and Accrued Expenses$36,902$26,194▼ $10,708
Total Liabilities$36,902$26,194▼ $10,708
Net Assets / Fund Balance
Unrestricted Net Assets$88,282$103,282▲ $15,000
Temporarily Rstr Net Assets$5,267$1,174▼ $4,093
Total Net Assets Fund Balance$93,549$104,456▲ $10,907
Total Liabilities and Net Assets / Fund Balance$130,451$130,650▲ $199

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,784$56,462$60,246
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-Executive DirectorFT$46,013$46,013
Angela LawrenceExecutive DirectorFT$12,953$12,953

Board Members and Trustees

NameTitle
Jane Ann GorskyImmediate Past President
Nancy ThomsenPresident
Graham SmithVice President
William MolerVice President
Denise FranklinBoard Member
Gordon WoodBoard Member
Grover Ross SimpsonBoard Member
Jannsen BruseBoard Member
Peter G SmithBoard Member
Phillip ZamanBoard Member
Suzanne DimmelBoard Member
Ryan ChanceSecretary
Kirk GutekunstTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$307,275
Program Service Revenue
$8,033
Investment Income
$97
Other Revenue
$-12,733
All Other Contributions
$70,143
Change in Net Assets
$10,907

Audited Revenue Reconciliation

Revenue per Audited Statements
$302,672
Total Revenue per Audited Statements
$302,672
Total Revenue per Form 990
$302,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$171,667
Other Expenses$114,783
Total Fundraising Expense$62,551
Professional Fundraising Fees$5,315
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,899$10,259$14,903$96,061
Current Officers, Directors, Trustees, and Key Employees$17,986$20,984$20,984$59,954
Occupancy$36,313$9,856$5,706$51,875
Payroll Taxes$9,088$3,233$3,331$15,652
All Other Expenses$5,382$1,417$5,733$12,532
Fees for Services Other$7,735$113$3,149$10,997
Office Expenses$3,628$787$1,080$5,495
Fees for Services Professional Fundraising--$5,315$5,315
Fees for Services Accounting$2,475$1,238$1,238$4,951
Information Technology$2,019$537$339$2,895
Other Expenses$1,875$290$270$2,435
Depreciation Depletion$1,633$450$284$2,367
Advertising$1,223$0$0$1,223
Insurance$619$170$108$897
Travel$497$0$111$608
Total Functional Expenses$179,880$49,334$62,551$291,765

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$291,765
Total Expenses per Audited Statements$291,765
Total Expenses per Form 990$291,765
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$75,976
Fundraising Gross Income$63,243
Professional Fundraising Fees$5,315

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$79,392-$20,535-
Event 1$200,985$48,185$6,202$41,983
Total Events$280,377$48,185$75,976$-27,791
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
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
Filing and Contact Details

Filer

EIN
48-1171504
Phone
9133418828

Signing Officer

Name
Jane Ann Gorsky
Title
Executive Director
Phone
9133418828
Signed
2015-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Ann Gorsky
Formed
1987
Legal Domicile
Ks
Voting Board Members
13
Independent Board Members
13
Employees
12
Volunteers
200

Preparer

Preparer
David Emerick
Phone
8165312822
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Members of the organization are persons who are

Pt VI, Line 6

Affected by parkinsons and their caregivers.

Pt VI, Line 7A

Members present at the annual meeting vote on board

Pt VI, Line 7A

MEMBERS.

Pt VI, Line 11B

The form 990 is reviewed by the treasurer and executive

Pt VI, Line 11B

Director and then sent to the board via email one week

Pt VI, Line 11B

PRIOR TO IT BEING FILED.

Pt VI, Line 12C

A written conflict of interest policy is distributed

Pt VI, Line 12C

To each board member at the beginning of the fiscal

Pt VI, Line 12C

Year. They each complete and sign the form,

Pt VI, Line 12C

Indicating any conflicts of interest.

Pt VI, Line 15A

An independent recruiter was included on the search

Pt VI, Line 15A

Committee. The committee compared salaries for

Pt VI, Line 15A

Similar size and budget organizations in the region.

Pt VI, Line 19

Documents are forwarded to guidestar and community

Pt VI, Line 19

Health charities for their web sites. They are

Pt VI, Line 19

Also available at our office, upon request.

Form 990, Part IX, Line 24F

Bank fees 4528. 34. 29. 4465. Medical assistance 140. 140. 0. 0. Meals 1098. 317. 200. 581. Membership 230. 230. 0. 0. Miscellaneous 804. 327. 325. 152. Premiums 182. 182. 0. 0. Repairs and maintenance 113. 93. 19. 1. Subsriptions and memberships 290. 217. 45. 28. Supplies 1729. 1299. 262. 168. Support group 594. 594. 0. 0. Telephone 2824. 1949. 537. 338.

Financial Statement Notes

Pt X Line 2

As a tax-exempt foundation under irc section 501(c)(3), the foundation is required to file a form 990 return of organzation exempt from income tax, each year. The information in this return is used by the irs to substantiate the foundation's continuing tax exempt status. The last three years of these returns are open to internal revenue service (irs) examination. In addition, if the foundation has unrelated business

Pt X Line 2

Income, it is required to file a form 990-t,exempt organization business income tax return, and pay tax o any net income. It is the determination of management that this is not required for the years included in these financial statements.

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IRS990/MissionDesc0TO IMPROVE THE QUALITY OF LIFE FOR
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt093549
IRS990/NetAssetsOrFundBalancesEOYAmt0104456
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-12733
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-12733
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05706
IRS990/OccupancyGrp/ManagementAndGeneralAmt09856
IRS990/OccupancyGrp/ProgramServicesAmt036313
IRS990/OccupancyGrp/TotalAmt051875
IRS990/OfficeExpensesGrp/FundraisingAmt01080
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0787
IRS990/OfficeExpensesGrp/ProgramServicesAmt03628
IRS990/OfficeExpensesGrp/TotalAmt05495
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04806
IRS990/OtherAssetsTotalGrp/EOYAmt04820
IRS990/OtherExpensesGrp/Desc0WELLNESS GROUP
IRS990/OtherExpensesGrp/Desc1NEWSLETTER
IRS990/OtherExpensesGrp/Desc2SYMPOSIUM
IRS990/OtherExpensesGrp/Desc3POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt3270
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3290
IRS990/OtherExpensesGrp/ProgramServicesAmt02662
IRS990/OtherExpensesGrp/ProgramServicesAmt18591
IRS990/OtherExpensesGrp/ProgramServicesAmt27255
IRS990/OtherExpensesGrp/ProgramServicesAmt31875
IRS990/OtherExpensesGrp/TotalAmt02662
IRS990/OtherExpensesGrp/TotalAmt18591
IRS990/OtherExpensesGrp/TotalAmt27255
IRS990/OtherExpensesGrp/TotalAmt32435
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt014903
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010259
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt070899
IRS990/OtherSalariesAndWagesGrp/TotalAmt096061
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03331
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03233
IRS990/PayrollTaxesGrp/ProgramServicesAmt09088
IRS990/PayrollTaxesGrp/TotalAmt015652
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JANE ANN GORSKY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08033
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0106836
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0125
IRS990/PYOtherExpensesAmt0116616
IRS990/PYOtherRevenueAmt0183763
IRS990/PYProgramServiceRevenueAmt09403
IRS990/PYRevenuesLessExpensesAmt09045
IRS990/PYSalariesCompEmpBnftPaidAmt0174466
IRS990/PYTotalExpensesAmt0291082
IRS990/PYTotalRevenueAmt0300127
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt010907
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08033
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0112152
IRS990/SavingsAndTempCashInvstGrp/EOYAmt093209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0307275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt093338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0106705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt096884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0298876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0903078
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt097
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0408
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0933
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015661
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt061814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0408
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0933
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01969
IRS990ScheduleA/InvestmentIncomeCYPct00.00200
IRS990ScheduleA/InvestmentIncomePYPct00.00620
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99800
IRS990ScheduleA/PublicSupportPY509Pct00.99380
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0964892
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0315308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0102741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0122366
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0105246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0319231
IRS990ScheduleA/Total509Grp/TotalAmt0964892
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0966861
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03784
IRS990ScheduleD/EquipmentGrp/DepreciationAmt056462
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt060246
IRS990ScheduleD/ExpensesSubtotalAmt0291765
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt0302672
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS A TAX-EXEMPT FOUNDATION UNDER IRC SECTION 501(C)(3), THE FOUNDATION IS REQUIRED TO FILE A FORM 990 RETURN OF ORGANZATION EXEMPT FROM INCOME TAX, EACH YEAR. THE INFORMATION IN THIS RETURN IS USED BY THE IRS TO SUBSTANTIATE THE FOUNDATION'S CONTINUING TAX EXEMPT STATUS. THE LAST THREE YEARS OF THESE RETURNS ARE OPEN TO INTERNAL REVENUE SERVICE (IRS) EXAMINATION. IN ADDITION, IF THE FOUNDATION HAS UNRELATED BUSINESS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCOME, IT IS REQUIRED TO FILE A FORM 990-T,EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, AND PAY TAX O ANY NET INCOME. IT IS THE DETERMINATION OF MANAGEMENT THAT THIS IS NOT REQUIRED FOR THE YEARS INCLUDED IN THESE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt X Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03784
IRS990ScheduleD/TotalExpensesPerForm990Amt0291765
IRS990ScheduleD/TotalRevenuePerForm990Amt0302672
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0302672
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0291765
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0232192
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0152800
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt079392
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt075976
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt035463

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