PLATINUM2024

TRUMAN HEARTLAND COMMUNITY FOUNDATION

Private Giving-Public Good

Independence, MO   |  www.thcf.org

Mission

To improve area communities by promoting and serving private giving for the public good.

Learn more about the impact of Truman Heartland Community Foundation by visiting https://www.youtube.com/watch?v=Px1lzwcs4Yk&feature=youtu.be

Notes from the nonprofit

Truman Heartland Community Foundation is a respected leader in charitable giving and philanthropy, serving suburban Eastern Jackson, Cass, and Lafayette County communities. Our mission is to improve area communities by promoting and serving private giving for the public good.

Ruling year info

1983

President & CEO

Phil Hanson

Main address

4200 Little Blue Parkway Ste 340

Independence, MO 64057 USA

Show more contact info

EIN

43-1482136

NTEE code info

Community Foundations (T31)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2022, 2021 and 2020.
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Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Since 1982, THCF has made it our mission to help the community thrive by bringing together resources and relationships that make an impact which lasts for generations. We help people with philanthropic interests pool their money and resources, allowing them to better support charitable causes for the greatest tax benefit. As a community leader, THCF has been a catalyst for change and a steadfast resource in Eastern Jackson County and surrounding communities.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Charitable Giving Funds

Through the Community Foundation, donors can set up their own family foundations (donor advised funds), scholarship funds, field of interest funds, endowment funds, charitable gift annuities and many other charitable vehicles which utilize shared resources of the foundation to maximize the impact of their philanthropic dollars.

Population(s) Served
Adults

The Community Foundation provides GuideStar research to fund holders for the non-profits they were interested in funding. The Community Foundation also provides donor seminars on planned giving, seminars for non-profit partner organizations on planned giving, and seminars for professional advisors to educate them on the benefits of charitable giving. In addition, Truman Heartland invites fund holders to local non-profit organizations to get behind the scenes looks at projects in the community.

Population(s) Served
Adults

Funded through endowed Funds at the Truman Heartland, many of which are unrestricted legacy gifts from donors, the community grants program supports organizations in the areas of arts and historical preservation, community betterment, education, health and human services, and wildlife conservation in Missouri. Truman Heartland granted more than $427,000 in 2021, an 11% increase over 2020.

Population(s) Served
Adults

Scholarship Funds are an effective way to give back to the community, honor the memory of a loved one or engage a corporation in giving. Through our scholarship funds, we strive to connect donors with local students at our annual scholarship reception where donors get the opportunity to meet the students that are benefiting from their scholarship awards. In 2021, more than $527,000 in scholarship awards were granted to 272 students.

Population(s) Served
Students

For 27 years, Truman Heartland has been recognizing citizens in the community for their philanthropic and volunteer service. Each year nearly 700 citizens in the community attend the annual celebration with honorees chosen by the Truman Heartland Community Foundation Board and honorees chosen by the mayors of our area communities.

Population(s) Served

Formed in 1998 as a program of THCF to involve young leaders in changing the future through the power of philanthropy, YAC has grown to a council of nearly 100 student leaders committed to improving the lives of children and young people throughout our Eastern Jackson County community. YAC is represented by the following area high schools and welcomes participation from other metro school districts: Blue Springs, Blue Springs South, Fort Osage, Grain Valley, Lee’s Summit, Lee’s Summit North, Lee’s Summit West, Raytown, Raytown South, Summit Christian Academy, Truman, Van Horn and William Chrisman.

Population(s) Served
Students

Launched in early 2020, Job Skills for New Careers is a collaborative initiative focused on helping local adults gain the skills they need to qualify for better paying, in-demand careers. Trainees come from all areas of Eastern Jackson County looking for resources to help them build financial stability for themselves and their families. By providing comprehensive wrap-around services in addition to high-quality training and industry-recognized certifications, our trainees learn how to build a successful work-life balance and navigate beyond barriers that prevent them from reaching their long-term goals.

Population(s) Served
Adults
Adults

Where we work

Accreditations

Council on Foundations Accredited

Council on Foundations National Standards 2011

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of donor-advised funds

This metric is no longer tracked.
Totals By Year
Related Program

Charitable Giving Funds

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Community Grants

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Community Grants

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Each year, Truman Heartland invests in our community through two competitive grant programs Community Grants and the Jelley Family Foundation Endowment for Childrens Education.

Total dollar amount of scholarship awarded

This metric is no longer tracked.
Totals By Year
Related Program

Community Scholarships

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Truman Heartland Community Foundation has three essential goals:
1. Increase charitable giving capacity and impact for area residents.
2. Educate and aid area nonprofit partner organizations in gift planning with the goal of them creating an endowment for their agency.
3. Lead initiatives that benefit our communities.

In addition to donor services, Truman Heartland manages donor advised funds, planned giving vehicles and endowment funds to benefit the community. We lead educational workshops for nonprofit professional and professional advisors to help partnering organizations meet the gift planning needs of their clients. Additionally, we award community grants to local nonprofits through our competitive grants program. As a community leader, we provide a forum for local city leaders and community activists to work together to tackle community issues.

We are an $80 million foundation that has a rich heritage and the longest continually operating community foundation in Eastern Jackson County. We offer a variety of investment solutions and partner with local professional advisors to help their clients achieve a greater charitable impact on their community in the most fiscally responsible way. Additionally, our advisory councils represent a broad base of community leaders, and through our Youth Advisory Council, we are training future philanthropic leaders who are community-minded and want to give back.

Since our start in 1982, THCF continues to be a leader in philanthropic giving. In 2022, we surpassed $11.3 million in contributions and now hold more than 800 funds at the Foundation. We provided more than $6.2 million in grants and scholarships to the community in 2022. Additionally, our community initiatives brought people together to increase engagement and develop strategies for identifying and tackling community needs. We have four Advisory Boards led by community leader volunteers. Our Youth Advisory Council (YAC) includes students from several area high schools. Job Skills for New Careers, in its fourth year, has helped more than 250 adults improve their economic status by receiving certifications in higher-paying, in-demand careers.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, Planning to share feedback in 2024 annual report.

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Financials

TRUMAN HEARTLAND COMMUNITY FOUNDATION
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

TRUMAN HEARTLAND COMMUNITY FOUNDATION

Board of directors
as of 05/09/2024
SOURCE: Self-reported by organization
Board chair

Lynette Wheeler

University Health Lakewood Medical Center

Term: 2024 - 2024

Linda Gerding

Community Volunteer

Stan Salva

Public Office - Retired

Dyan Zimmerman

Oswald Roam & Rew

Michele Crumbaugh

Cybersoft PrimeroEdge

Bret Kolman

Centerpoint Medical Center

Steve Noll

Community Volunteer

Allan Thompson

Community Volunteer

Liesl Hays

Aligned Talent Consulting

Daivd Mayta

Community Volunteer

Joe Mullins

Allero Telecom

Rochelle Parker

CAPA

Meridith Rose

Cornerstones of Care

Beth Rosemergey

University Health Lakewood

Lynette Wheeler

University Health Lakewood

Beth Silverstein

Silverstein Funding Solutions, LLC

Jason Snodgrass

Fort Osage R1 School District

Terri Steele

Evans & Steele Financial, LLC

Adam Kliethermes

Edward Jones - Independence

Ritchie Momon

Mid-Continent Public Library

Kim Roam

Blue Ridge Bank & Trust Co.

Jovanna Rohs

Children's Services Fund of Jackson County

Beth Savidge

University of Missouri Kansas City

Derek Schoeneberg

NorthPoint Development

Karen Schuler

Summit Career Coaching

David Turner

Raytown Parks & Recreation

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 5/9/2024

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 05/09/2024

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.