Civic Intelligence

Heartspring Inc Endowment Trust

990 • Fiscal year 2015 • EIN 48-6114194

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 21, 2016

8700 East 29th Street NorthWichita, KS 67226

(316) 634-8700

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

80th percentile

21%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$10,994

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

36th percentile

-2.2%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$4,351,269

Down $97,162 (-2.2%) from 2014

Net Assets

Down

$4,351,269

Down $97,162 (-2.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$284,697

Down $47,239 (-14%) from 2014

Expenses

Up

$224,795

Up $7,538 (+3.5%) from 2014

Net Income

Down

$59,902

Down $54,777 (-48%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,946,258Liabilities 2011: $0Net Assets 2011: $3,946,2582011Assets 2012: $3,780,049Liabilities 2012: $0Net Assets 2012: $3,780,0492012Assets 2013: $4,041,730Liabilities 2013: $0Net Assets 2013: $4,041,7302013Assets 2014: $4,448,431Liabilities 2014: $0Net Assets 2014: $4,448,4312014Assets 2015: $4,351,269Liabilities 2015: $0Net Assets 2015: $4,351,2692015Assets 2016: $4,117,069Liabilities 2016: $0Net Assets 2016: $4,117,0692016Assets 2017: $4,319,280Liabilities 2017: $0Net Assets 2017: $4,319,2802017Assets 2018: $4,375,072Liabilities 2018: $0Net Assets 2018: $4,375,0722018Assets 2019: $4,482,789Liabilities 2019: $0Net Assets 2019: $4,482,7892019Assets 2020: $4,556,103Liabilities 2020: $0Net Assets 2020: $4,556,1032020Assets 2021: $5,530,816Liabilities 2021: $0Net Assets 2021: $5,530,8162021Assets 2022: $4,774,569Liabilities 2022: $0Net Assets 2022: $4,774,5692022Assets 2023: $5,301,890Liabilities 2023: $0Net Assets 2023: $5,301,8902023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$4,351,269
Liabilities$0
Net Assets$4,351,269

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $264,447Expenses 2011: $209,138Net Income 2011: $55,3092011Expenses 2012: $216,5062012Revenue 2013: $391,020Expenses 2013: $209,435Net Income 2013: $181,5852013Revenue 2014: $331,936Expenses 2014: $217,257Net Income 2014: $114,6792014Revenue 2015: $284,697Expenses 2015: $224,795Net Income 2015: $59,9022015Revenue 2016: $241,792Expenses 2016: $235,805Net Income 2016: $5,9872016Revenue 2017: $162,119Expenses 2017: $242,723Net Income 2017: -$80,6042017Revenue 2018: $397,199Expenses 2018: $240,630Net Income 2018: $156,5692018Revenue 2019: $178,824Expenses 2019: $134,393Net Income 2019: $44,4312019Revenue 2020: $42,875Expenses 2020: $150,113Net Income 2020: -$107,2382020Revenue 2021: $209,124Expenses 2021: $202,187Net Income 2021: $6,9372021Revenue 2022: $176,321Expenses 2022: $80,438Net Income 2022: $95,8832022Revenue 2023: $498,794Expenses 2023: $498,794Net Income 2023: $02023Revenue 2024: $16,375Expenses 2024: $5,171,893Net Income 2024: -$5,155,5182024

Highlighted filing

2015

Revenue$284,697
Expenses$224,795
Net Income$59,902
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 21, 2016
Return Version
2014v6.0
Gross Receipts
$284,697
Mission and Program Overview

Mission

Support organization for heartspring, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,370,321$4,235,138▼ $135,183
Savings and Temporary Cash Investments$78,110$116,131▲ $38,021
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,448,431$4,351,269▼ $97,162
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,678,621$2,678,621→ $0
Temporarily Rstr Net Assets$1,677,983$1,601,747▼ $76,236
Unrestricted Net Assets$91,827$70,901▼ $20,926
Total Net Assets Fund Balance$4,448,431$4,351,269▼ $97,162
Total Liabilities and Net Assets / Fund Balance$4,448,431$4,351,269▼ $97,162

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,448,431-▲ $127,633-$4,351,269
2014$4,041,730$0▲ $623,958$0$4,448,431
2013$3,780,049$0▲ $471,116$0$4,041,730
2012$3,946,258$39,950▲ $10,347$0$3,780,049
2011$3,418,825$5,000▲ $731,571$0$3,946,258
Compensation and Service Providers

Employees

NameTitleBaseTotal
Intrust Wealth ManagementSecretary$10,994$10,994

Board Members and Trustees

NameTitle
Don SaylerChairman/trustee
Ron OttChairman/trustee
John LuerdingTrustee
Mont DraperTrustee
Tom RoulstonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$284,697
Other Revenue
$0
Change in Net Assets
$59,902

Audited Revenue Reconciliation

Revenue per Audited Statements
$259,294
Revenue Not Reported on Financial Statements
$25,403
Revenue Not Reported on Form 990
$15,971,770
Total Revenue per Audited Statements
$16,231,064
Total Revenue per Form 990
$284,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$199,392
Other Expenses$25,403
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$199,392--$199,392
Fees for Service Investment Mgmnt Fees-$25,403-$25,403
Total Functional Expenses$199,392$25,403$0$224,795

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Form 990$16,860,464
Total Expenses per Audited Statements$16,860,464
Expenses Not Reported on Financial Statements$224,795
Total Expenses per Form 990$224,795
Other Expense Adjustments$199,392
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Heartspring IncWichta, KS501(c)(3)Operations$199,392
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent accounting firm. It is then reviewed for accuracy by the cfo of heartspring, inc. And given to the chairman of the board of trustees for review. Prior to filing the form 990 with the irs, a copy of the form 990 with all required schedules is provided to all trustees.

Form 990, Part VI, Section B, Line 12C

The policy requires an annual disclosure of interests that could give rise to conflicts by each trustee. At each meeting or as needed, such potential conflicts are addressed by those trustees not directly involved. If a conflict is determined to be present, the conflicted trustee must abstain from voting on the matter.

Form 990, Part VI, Section C, Line 19

The trust does not make its governing documents, the conflict of interest policy or financial statements readily available to the public.

Filing and Contact Details

Filer

Filer Name
Heartspring Inc Endowment Trust
EIN
48-6114194
In Care Of
% INTRUST WEALTH MANAGEMENT
Phone
3166348700
Address
8700 EAST 29TH STREET NORTH, WICHITA, KS 67226

Signing Officer

Name
Don Sayler
Title
Chairman
Phone
3166348700
Signed
2016-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Sayler
Formed
1958
Legal Domicile
Ks
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Bkd Llp
Address
1551 N WATERFRONT PKWY STE 300, WICHITA, KS 67206-6601
Preparer
Jonathan P Garrett
Phone
3162652811
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

A percentage of invested funds, determined annually, is distributed to heartspring, inc. For general operations if the funds were not restricted by the donor or for specific programs or purposes as designated by the donor.

Schedule D, Part X, Line 2

Management has evaluated thier income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

Schedule D, Part XI, Line 2D

Related organizations' revenue 16,965,750 related organizations' expenses (15,639) related organizations' unrealized gains (440,671) eliminations (381,356) transfers 750 --------------- 16,128,834

Schedule D, Part XII, Line 2D

Related organizations' expenses 16,775,878 realted organizations' fundraising expense 87,025 realted organizations' investment expenses (2,439) --------------- 16,860,464

Schedule D, Part XII, Line 4B

ELIMINATIONS 199,392

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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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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0191865
IRS990/PYInvestmentIncomeAmt0331936
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt025392
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0114679
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0217257
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0331936
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt059902
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078110
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0116131
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0HEARTSPRING, INC. ENDOWMENT TRUST MAINTAINS A CLOSE AND CONTINUOUS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1HEARTSPRING, INC. MANAGEMENT IS PRESENT AT EACH MEETING TO PROVIDE THE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2HEARTSPRING, INC. ENDOWMENT TRUST SUPPORTS HEARTSPRING, INC. ALL OF THE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE INVESTMENT ACTIVITES OF HEARTSPRING, INC. ENDOWMENT TRUST ARE SOLELY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A, PART IV, SECTION E, LINE 2B
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0480561969
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0199392
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HEARTSPRING INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0199392
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt025403
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04448431
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04351269
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0199392
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127633
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt025392
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04041730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04448431
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0191865
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0623958
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt024229
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03780049
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04041730
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0185206
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0471116
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021799
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03946258
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt039950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03780049
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0194707
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010347
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt029342
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03418825
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03946258
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0179796
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0731571
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt016860464
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0224795
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt025403
IRS990ScheduleD/InvestmentExpensesNotIncldAmt025403
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-157064
IRS990ScheduleD/OtherExpensesIncludedAmt016860464
IRS990ScheduleD/OtherExpensesNotIncludedAmt0199392
IRS990ScheduleD/OtherRevenueAmt016128834
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.61560
IRS990ScheduleD/RevenueNotReportedAmt015971770
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt025403
IRS990ScheduleD/RevenueSubtotalAmt0259294
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0A PERCENTAGE OF INVESTED FUNDS, DETERMINED ANNUALLY, IS DISTRIBUTED TO HEARTSPRING, INC. FOR GENERAL OPERATIONS IF THE FUNDS WERE NOT RESTRICTED BY THE DONOR OR FOR SPECIFIC PROGRAMS OR PURPOSES AS DESIGNATED BY THE DONOR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED THIER INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RELATED ORGANIZATIONS' REVENUE 16,965,750 RELATED ORGANIZATIONS' EXPENSES (15,639) RELATED ORGANIZATIONS' UNREALIZED GAINS (440,671) ELIMINATIONS (381,356) TRANSFERS 750 --------------- 16,128,834
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RELATED ORGANIZATIONS' EXPENSES 16,775,878 REALTED ORGANIZATIONS' FUNDRAISING EXPENSE 87,025 REALTED ORGANIZATIONS' INVESTMENT EXPENSES (2,439) --------------- 16,860,464
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4ELIMINATIONS 199,392
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PART XII, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4SCHEDULE D, PART XII, LINE 4B
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.38441
IRS990ScheduleD/TotalExpensesPerForm990Amt0224795
IRS990ScheduleD/TotalRevenuePerForm990Amt0284697
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016231064
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt016860464
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0199392
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HEARTSPRING INC
IRS990ScheduleI/RecipientTable/RecipientEIN0480561969
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08700 EAST 29TH STREET NORTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WICHTA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KS
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd067226
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE HEARTSPRING ENDOWMENT TRUST PROVIDES SUPPORT ONLY TO HEARTSPRING, INC., A RELATED NOT-FOR-PROFIT ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. IT IS THEN REVIEWED FOR ACCURACY BY THE CFO OF HEARTSPRING, INC. AND GIVEN TO THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR REVIEW. PRIOR TO FILING THE FORM 990 WITH THE IRS, A COPY OF THE FORM 990 WITH ALL REQUIRED SCHEDULES IS PROVIDED TO ALL TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICTS BY EACH TRUSTEE. AT EACH MEETING OR AS NEEDED, SUCH POTENTIAL CONFLICTS ARE ADDRESSED BY THOSE TRUSTEES NOT DIRECTLY INVOLVED. IF A CONFLICT IS DETERMINED TO BE PRESENT, THE CONFLICTED TRUSTEE MUST ABSTAIN FROM VOTING ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST DOES NOT MAKE ITS GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS READILY AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$5.17$5.16
2023Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.50$0.50$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.18$0.08$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.00$5.53$0.21$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.04$0.15$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.18$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.40$0.24$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.16$0.24$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.24$0.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.28$0.22$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.33$0.22$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.39$0.21$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.00$3.78$0.22
2011Summary only. Only limited summary data is available for this year.$3.95$0.00$3.95$0.26$0.21$0.06