2024-04-29T09:51:12-05:00 2023-06-30 FORVIS LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990 2022-07-01 480561969 HEARTSPRING INC % CRYSTAL HOUGH HEAR 3166348700 8700 EAST 29TH STREET NORTH WICHITA KS 67226 DANIEL K SOLIDAY PRESIDENT/CEO 3166348700 2024-05-15 true DANIEL SOLIDAY 999009999 SHAWNELL LINOT P01663908 3162652811 3 2022 2023-04-26 12:10:37Z DANIEL K SOLIDAY 8700 EAST 29TH STREET NORTH WICHITA KS 67226 25423707 false X WWW.HEARTSPRING.ORG X 1945 KS SEE SCHEDULE O 11 11 519 65 0 2166011 931661 24036345 24000096 334109 288232 65090 58526 26601555 25278515 75906 43076 0 0 24008700 22116749 0 0 656496 4419372 4416270 28503978 26576095 -1902423 -1297580 29501507 28430218 2060863 1910866 27440644 26519352 X TO BE A LEADER AND INNOVATOR IN PROVIDING CLINICALLY SUPPORTED SERVICES THROUGH EDUCATION AND THERAPIES FOR CHILDREN WITH SPECIAL NEEDS TO EMPOWER THEM TO GROW AND LEARN ON A PATH TO A MORE INDEPENDENT LIFE. false false 20403814 43076 22313549 THE HEARTSPRING SCHOOL SERVES CHILDREN IMPACTED BY COMPLEX INTELLECTUAL AND PHYSICAL CHALLENGES, SUCH AS AUTISM SPECTRUM DISORDER, DEVELOPMENTAL TRAUMA, AND CO-OCCURRING MEDICAL DIAGNOSES OFFERINGS INCLUDE A DAY ONLY AND RESIDENTIAL OPTION SERVING CHILDREN FROM SCHOOL DISTRICTS THROUGHOUT THE UNITED STATES. HEARTSPRING INC STUDENTS OFTEN LIVE WITH CHALLENGING AND/OR PAIN BASED BEHAVIORS THAT INTERFERE WITH THEIR ACADEMIC PROGRESS AT SCHOOL, HOME, AND IN THE COMMUNITY. SEE SCHEDULE O FOR CONTINUATION. 3620659 0 1831089 HEARTSPRING'S OUTPATIENT SERVICES OFFERS PEDIATRIC THERAPIES IN THE FOLLOWING AREAS: OCCUPATIONAL, PHYSICAL, SPEECH, AUDIOLOGY, APPLIED BEHAVIOR ANALYSIS (ABA), AND PSYCHOLOGICAL SERVICES TO CHILDREN BIRTH TO 21. OUR OUTPATIENT FACILITY IS DESIGNED TO ALLOW FAMILIES AND PROFESSIONALS TO WORK COLLABORATIVELY TO ENSURE PROGRESS ACROSS MULTIPLE DISCIPLINES. THERAPISTS USE HANDS-ON THERAPEUTIC INTERVENTIONS IN AN INDIVIDUALIZED SETTING WHILE TEACHING FAMILIES HOW TO IMPLEMENT STRATEGIES AT HOME AND IN THE COMMUNITY. SEE SCHEDULE O FOR CONTINUATION. 24024473 true true false false false false false false false true true false false false false false false true false false false false false false true false false false true true false false false false false false false false false false false false false true true true false false true 56 0 true 519 true false false false false false true true false false false false false false X 11 11 false false true false false false false true true false false true true true true true true true true false X CRYSTAL HOUGH 3166348700 8700 EAST 29TH STREET NORTH WICHITA KS 67226 X KENNY BUI CHIEF OPERATING OFFICER 40.0 0.0 X 203423 0 23321 CAROLYN WILHELM CFO END 11/22 40.0 0.0 X 177363 0 9896 MEGAN SWETT DIV DIR HEARTSPRING SCHOOL 40.0 0.0 X 125774 0 14275 STEPHEN PERRY DIRECTOR OF EDUCATIONAL SRVCS 40.0 0.0 X 121586 0 11953 STACIE WILLIAMSON VP OF FUND DEVELOPMENT 40.0 0.0 X 118990 0 9090 SAFINA ABBAKHARY HOME PARA 40.0 0.0 X 111199 0 4615 MONIQUEKA HOLLOWAY SR DIRECTOR OF COMPLIANCE 40.0 0.0 X 107431 0 5979 MELISSA RILEY CHIEF PEOPLE OFFICER END 11/22 40.0 0.0 X 75074 0 4592 MAKALA NAVARRO CPO BEG 10/22 40.0 0.0 X 31017 0 0 DAN SOLIDAY CEO BEG 12/22 40.0 0.0 X 9892 0 723 TODD MATHENY SECRETARY/ TREASURER 1.0 0.0 X X 0 0 0 ADAM BERRY TRUSTEE 1.0 0.0 X 0 0 0 BOB MCFADDEN TRUSTEE 1.0 0.0 X 0 0 0 GREG HAND TRUSTEE 1.0 0.0 X 0 0 0 JASON BARB TRUSTEE 1.0 0.0 X 0 0 0 JEREMY MACHAIN CHAIR 1.0 0.0 X X 0 0 0 KRISTIN ROBERT TRUSTEE 1.0 0.0 X 0 0 0 LORA SMITH TRUSTEE 1.0 0.0 X 0 0 0 NATALIE HINKIN TRUSTEE 1.0 0.0 X 0 0 0 SCOTT GEPNER VICE CHAIR 1.0 0.0 X X 0 0 0 STEPHANIE FARLEY PAST CHAIR 1.0 0.0 X 0 0 0 CRYSTAL HOUGH CFO BEG 02/23 40.0 0.0 X 0 0 0 1081749 0 84444 11 false true false WILSON BUILDING MAINTENANCE 624 EAST FIRST ST WICHITA KS 67201 CLEANING SERVICES 150903 ICON STRUCTURES 114 N WABASH WICHITA KS 67214 REMODELING SERVICES 116472 KRUSE CORPORATION 3636 N TOPEKA ST WICHITA KS 67219 HVAC WORK 115662 3 304117 2000 625544 931661 SCHOOL & RESIDENTIAL PROGRAM 624100 22179969 22179969 EVALUATION PROGRAM 624100 1820127 1820127 24000096 288232 288232 0 3804 3804 0 0 0 0 8436 304117 127553 -119117 -119117 0 0 0 23545 17639 5906 5906 KANSAS HOT LUNCH MEALS REIMBURSEMENT 624100 135920 135920 EMPLOYEE/GUEST MEALS 722514 2716 2716 OTHER INCOME 900099 29297 29297 29297 29297 167933 25278515 24144638 202216 0 43076 43076 0 0 611698 73854 537844 0 17170999 15843681 894609 432709 717538 662072 37384 18082 1319562 1217560 68749 33253 2296952 2119398 119671 57883 0 84996 78426 4428 2142 50265 46380 2619 1267 0 0 0 661173 610064 34447 16662 60713 56020 3163 1530 195335 180236 10177 4922 75323 69501 3924 1898 0 851952 786096 44387 21469 69640 64256 3628 1755 0 45145 40923 2846 1376 1931 1781 101 49 0 768865 709432 40058 19375 255542 235788 13314 6440 FOOD 601945 555415 31361 15169 REPAIRS AND MAINTENANCE 203666 187923 10611 5132 CLIENT/HOME/SUPPLIES 136023 125508 7087 3428 NON-CAP EQUIPMENT 96130 88699 5008 2422 257627 228384 19710 9533 26576095 24024473 1895126 656496 2160053 2279080 4927984 1522296 302350 52083 2948965 2987972 0 0 0 0 0 0 6398 7192 372555 491626 26707160 12282196 14911967 14424964 3856216 6665005 0 0 0 0 0 0 15019 0 29501507 28430218 2034020 1910866 0 0 26843 0 0 0 0 0 0 0 0 0 0 0 0 0 2060863 1910866 X 25843392 24595157 1597252 1924195 27440644 26519352 29501507 28430218 -1297580 376288 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4774569 554628 27307 5301890 5530816 -682909 44166 29172 4774569 4556104 1176899 174797 27390 5530816 4482790 223426 126648 23464 4556104 4375072 242109 106479 27912 4482790 0.50540 0.49460 false true true 1629819 1629819 20684857 9015085 11669772 29785 29785 2388053 2074067 313986 1974646 1163259 811387 14424964 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE HELD BY THE HEARTSPRING ENDOWMENT TRUST FOR THE BENEFIT OF HEARTSPRING, INC. 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 THEIR 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. LIGHT YOUR HEAR 208026 204026 4000 21731 20683 21480 CAREFEST 104527 100091 4436 18941 4940 39778 0 312553 304117 8436 40672 25623 61258 127553 -119117 true FINANCIAL ASSISTANCE - CLIENTS 44 33602 EMPLOYEE COLLEGE ASSIST 2 9474 SCHEDULE I, PART I, LINE 2 FINANCIAL ASSISTANCE FOR CLIENTS - APPLICATIONS FOR FINANCIAL ASSISTANCE COMPLETED BY CLIENTS ARE REVIEWED BY DIRECTOR TO DETERMINE ELIGIBILITY. EMPLOYEE COLLEGE ASSISTANCE - APPLICATION IS REVIEWED BY HR DIRECTOR TO DETERMINE ELIGIBILITY. EMPLOYEE SIGNS AN AGREEMENT WITH HR. X X X false false false false false false false true false CAROLYN WILHELM CFO END 11/22 161535 0 4500 0 11328 0 9896 0 0 0 187259 0 0 0 KENNY BUI CHIEF OPERATING OFFICER 198770 0 4500 0 153 0 8873 0 14448 0 226744 0 0 0 SCHEDULE J, PART I, LINE 7 THE BOARD OF TRUSTEES DETERMINES THE BONUS AMOUNT ANNUALLY BASED, IN PART, ON AGENCY AND INDIVIDUAL PERFORMANCE. FORM 990, PART I, LINE 1 TO BE A LEADER AND INNOVATOR IN PROVIDING CLINICALLY SUPPORTED SERVICES THROUGH EDUCATION AND THERAPIES FOR CHILDREN WITH SPECIAL NEEDS TO EMPOWER THEM TO GROW AND LEARN ON A PATH TO A MORE INDPENDENT LIFE. FORM 990, PART III, LINE 4A THE SCHOOL PROVIDES COMPREHENSIVE SUPPORTS AND INTERVENTIONS SERVING ALL AREAS OF A STUDENT'S LIFE, INCLUDING, BUT NOT LIMITED TO: EDUCATION, LIFE SKILLS, MENTAL WELLBEING, MEDICAL CARE, SPECIALIZED PEDIATRIC THERAPIES, WORKFORCE DEVELOPMENT, INTERPERSONAL COMMUNICATION, AND COMMUNITY BASED COMPETENCIES. HEARTSPRING ALSO OFFERS TRAINING AND CONSULTATION SERVICES TO PARENTS AND PROFESSIONALS NATIONWIDE AND GLOBALLY. FORM 990, PART III, LINE 4B HEARTSPRING TEAM MEMBERS ALSO PROVIDE SPECIALIZED CONSULTATION, FAMILY EDUCATION, AND CARE CLUB GROUPS DESIGNED TO BUILD KNOWLEDGE AND CAPACITY IN FAMILIES, COMMUNITY MEMBERS, AND PARTNERSHIPS LOCALLY AND STATEWIDE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE FOLLOWING SIGNIFICANT CHANGES TO ITS BYLAWS: - ADDED DESCRIPTION OF ITS EXEMPT PURPOSES. - ADDED DESCRIPTION OF THE PRIMARY ROLES AND RESPONSIBILITIES OF THE BOARD OF DIRECTORS. - UPDATED THE NUMBER OF THE BOARD OF DIRECTORS TO CONSIST OF NOT FEWER THAN 9 AND NOT MORE THAN 18 DIRECTORS. - ADDED QUALIFICATIONS NEEDED FOR ALL DIRECTORS. - SEPARATED THE ROLES AND RESPONSIBILITIES OF THE TREASURER AND SECRETARY. - TREASURER WILL NOW OVERSEE THE PREPARATION OF BUDGETS AND FINANCIAL REPORT TO ENSURE THAT APPROPRIATE AND ACCURATE FINANCIAL REPORTS AND ACCOUNTS ARE KEPT, MAINTAINED, AND MADE AVAILABLE TO THE BOARD ON A TIMELY BASIS. - SECRETARY WILL NO LONGER CHAIR THE FINANCE COMMITTEE. HE/SHE WILL BE RESPONSIBLE FOR PREPARATION OF APPROPRIATE MINUTES OF MEETINGS AND PROCEEDINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES THE FORM 990 BASED ON DATA SUBMITTED BY THE ORGANIZATION. THE ORGANIZATION'S CFO REVIEWS THE FORM PRIOR TO SUBMISSION. ANY QUESTIONS OR COMMENTS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE. THE 990 IS THEN REVIEWED BY THE BOARD EXECUTIVE COMMITTEE, ANY QUESTIONS OR COMMENTS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE. ONCE APPROVED BY THE BOARD EXECUTIVE COMMITTEE, THE FINAL VERSION OF THE FORM 990 AND ALL RELATED SCHEDULES ARE REVIEWED AND APPROVED BY THE ENTIRE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH OFFICER AND TRUSTEE COMPLETES A DISCLOSURE FORM. AS A TRUSTEE BECOMES AWARE OF SITUATIONS THAT MAY APPLY, THEY ARE REQUIRED TO DISCLOSE THE CONFLICT TO THE BOARD AND IT WILL BE REFLECTED IN THE MEETING MINUTES. HE OR SHE CANNOT ATTEND THE TRUSTEE DISCUSSION OF THE INCIDENT AND IS INELIGIBLE TO VOTE ON THE MATTER. THE EXECUTIVE COMMITTEE OF THE BOARD WILL REVIEW AND RECOMMEND APPROPRIATE ACTION FOR BOARD APPROVAL. EMPLOYEES ARE TO REPORT CONFLICT SITUATIONS TO THE PRESIDENT OR THE AUDIT COMMITTEE OF THE BOARD AS NECESSARY AND WILL REFRAIN FROM ANY ACTIVITY THAT MAY AFFECT THE AGENCY'S PARTICIPATION IN THE TRANSACTION OR CONTRACT. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION REVIEW FOR THE PRESIDENT/CEO IS PERFORMED EACH YEAR BY THE HUMAN RESOURCES DIRECTOR AND CFO UTILIZING GUIDESTAR, THE NON PROFIT TIMES, AND OTHER SOURCES FOR COMPARABLY SIZED NOT-FOR-PROFIT ENTITIES LOCATED IN THE MIDWEST. THE REPORT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SUBSEQUENTLY BY THE FULL BOARD IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION B, LINE 15B A COMPENSATION REVIEW FOR THE CFO AND LEADERSHIP TEAM OFFICERS IS PERFORMED EACH YEAR BY THE HUMAN RESOURCES DIRECTOR AND CEO. THE COMPENSATION REVIEW WAS DONE USING GUIDESTAR, AND THE NON PROFIT TIMES. THE REPORT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. HEARTSPRING PUBLISHES ABBREVIATED FINANCIAL INFORMATION IN ITS ANNUAL REPORT, DIALOGUE. FINANCIAL INFORMATION IS ALSO PROVIDED IN CONJUNCTION WITH ESTABLISHMENT OF RELATIONSHIPS WITH FINANCIAL INSTITUTIONS AND GRANT PROPOSALS AS NEEDED. HEARTSPRING ENDOWMENT TRUST 8700 E 29TH ST N WICHITA KS 67226 486114194 SUPPORT KS 501(C)(3) 12A HEARTSPRING true HEARTSPRING FOUNDATION 8700 E 29TH ST N WICHITA KS 67226 481232409 SUPPORT KS 501(C)(3) 12A HEARTSPRING true false false true false false false false false false false false false false false false false false false false