Civic Intelligence

Heartspring Inc Endowment Trust

990 • Fiscal year 2019 • EIN 48-6114194

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 02, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$5,871

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

48th percentile

2.5%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$4,482,789

Up $107,717 (+2.5%) from 2018

Net Assets

Up

$4,482,789

Up $107,717 (+2.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$178,824

Down $218,375 (-55%) from 2018

Expenses

Down

$134,393

Down $106,237 (-44%) from 2018

Net Income

Down

$44,431

Down $112,138 (-72%) from 2018

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

2019

Assets$4,482,789
Liabilities$0
Net Assets$4,482,789

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

2019

Revenue$178,824
Expenses$134,393
Net Income$44,431
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 2, 2020
Return Version
2018v3.3
Gross Receipts
$178,824
Mission and Program Overview

Mission

Support organization for heartspring, inc.

A support organization that holds and manages investments for heartspring, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,252,284$3,835,057▼ $417,227
Savings and Temporary Cash Investments$122,788$647,732▲ $524,944
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$0→ $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$4,375,072$4,482,789▲ $107,717
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$1,620,424$1,587,378▼ $33,046
Unrestricted Net Assets$76,027$216,790▲ $140,763
Total Net Assets Fund Balance$4,375,072$4,482,789▲ $107,717
Total Liabilities and Net Assets / Fund Balance$4,375,072$4,482,789▲ $107,717

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,375,072-▲ $242,109-$4,482,790
2018$4,319,280-▲ $296,422-$4,375,072
2017$4,117,069-▲ $444,933-$4,319,280
2016$4,351,269-▲ $1,604-$4,117,069
2015$4,448,431-▲ $127,633-$4,351,269
Compensation and Service Providers

Employees

NameTitleBaseTotal
Intrust Wealth ManagementCorporate Trustee/secretary$5,871$5,871

Board Members and Trustees

NameTitle
Don SaylerChairman/trustee
Gregg HowellChairman/trustee
Equity BankCorporate Trustee/secretary
Charles PfeiferTrustee
Mont DraperTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$178,824
Other Revenue
$0
Change in Net Assets
$44,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$150,912
Revenue Not Reported on Financial Statements
$27,912
Revenue Not Reported on Form 990
$26,433,336
Total Revenue per Audited Statements
$26,584,248
Total Revenue per Form 990
$178,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$106,479
Other Expenses$27,914
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$106,479--$106,479
Fees for Service Investment Mgmnt Fees-$27,914-$27,914
Total Functional Expenses$106,479$27,914$0$134,393

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$23,793,267
Expenses Not Reported on Form 990$23,686,788
Total Expenses per Form 990$134,393
Expenses per Audited Statements$106,479
Expenses Not Reported on Financial Statements$27,914
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Heartspring IncWichta, KS501(c)(3)Operations$106,479
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

Heartspring, inc. Endowment trust amended their trust document to require all trustees to be elected by a majority vote of the board of directors of heartspring, inc. Form 990, part vi, section a, line 7a the board of heartspring, inc. Elects each of the trustees to the board of heartspring, inc. Endowment trust. Form 990, part vi, section a, line 7b the board of heartspring, inc. Elects each of the trustees to the board of heartspring, inc. Endowment trust. 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
% KARI MONTGOMERY C/O EQUITY B
Phone
3166348700
Address
8700 EAST 29TH STREET NORTH, WICHITA, KS 67226

Signing Officer

Name
Gregg Howell
Title
Chairman
Phone
3166348700
Signed
2020-01-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregg Howell
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
Shawnell Linot
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 26,370,050

Schedule D, Part XII, Line 2D

Related organizations' expenses 23,686,788

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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02678621
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02678621
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GREGG HOWELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0211602
IRS990/PYInvestmentIncomeAmt0397199
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt029028
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0156569
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0240630
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0397199
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt044431
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/BOYAmt0122788
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0647732
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0480561969
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0106479
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HEARTSPRING INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0106479
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.02220
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt027912
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04375072
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04482790
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0106479
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0242109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt029064
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04319280
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04375072
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0211566
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0296422
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt028184
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04117069
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04319280
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0214538
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0444933
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt024022
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04351269
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04117069
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0211782
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01604
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt025403
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04448431
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04351269
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0199392
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127633
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt023686788
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt027914
IRS990ScheduleD/ExpensesSubtotalAmt0106479
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt027914
IRS990ScheduleD/InvestmentExpensesNotIncldAmt027912
IRS990ScheduleD/NetUnrealizedGainsInvstAmt063286
IRS990ScheduleD/OtherExpensesIncludedAmt023686788
IRS990ScheduleD/OtherRevenueAmt026370050
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.59750
IRS990ScheduleD/RevenueNotReportedAmt026433336
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt027912
IRS990ScheduleD/RevenueSubtotalAmt0150912
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 26,370,050
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RELATED ORGANIZATIONS' EXPENSES 23,686,788
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/TermEndowmentBalanceEOYPct00.38030
IRS990ScheduleD/TotalExpensesPerForm990Amt0134393
IRS990ScheduleD/TotalRevenuePerForm990Amt0178824
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt026584248
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt023793267
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0106479
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. FUNDS ARE REQUESTED DIRECTLY BY MANAGEMENT AT HEARTSPRING, INC. FOR SPECIFIC NEEDS SO THE USE OF THE SUPPORT IS KNOWN BEFORE FUNDS ARE DISTRIBUTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HEARTSPRING, INC. ENDOWMENT TRUST AMENDED THEIR TRUST DOCUMENT TO REQUIRE ALL TRUSTEES TO BE ELECTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS OF HEARTSPRING, INC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF HEARTSPRING, INC. ELECTS EACH OF THE TRUSTEES TO THE BOARD OF HEARTSPRING, INC. ENDOWMENT TRUST. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF HEARTSPRING, INC. ELECTS EACH OF THE TRUSTEES TO THE BOARD OF HEARTSPRING, INC. ENDOWMENT TRUST. 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.
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 A, LINE 4
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
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1HEARTSPRING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HEARTSPRING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1HEARTSPRING FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0480561969
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1481232409
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1KS

Document Assets

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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