2021-04-05T07:05:05-05:00 2020-06-30 480958002 MILLER HAVILAND KETTER PC PA 1901 W 47TH PLACE SUITE 204 WESTWOOD KS 66205 990 2019-07-01 440546001 UMKC TRUSTEES UMKC 8162351590 5115 OAK STREET NO 300B KANSAS CITY MO 64112 PAUL HOLEWINSKI BOARD TREASURER, VICE CHAIR 8162351590 2021-03-29 1 CHARLES S HAVILAND P00009757 9134322727 2019 2022-09-23 18:48:47Z PAUL HOLEWINSKI 5115 OAK STREET NO 300B KANSAS CITY MO 64112 1303447 0 X N/A X 1950 MO PROMOTE & ADVANCE EXCELLENCE IN HIGHER EDUCATIONAL PROGRAMS AT UNIVERSITY OF MISSOURI-KANSAS CITY. 67 67 0 102 0 0 386029 901388 0 0 111035 58459 151291 78111 648355 1037958 1970944 1046399 0 0 0 0 0 0 337 148576 87155 2119520 1133554 -1471165 -95596 5786776 5555495 158954 36885 5627822 5518610 TO ADD AND TO PROMOTE EXCELLENCE IN THE QUALITY OF THE HIGHER EDUCATIONAL PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. 0 0 1073195 1046399 ALL GRANTS AND ALLOCATIONS ARE USED TO ADD AND PROMOTE EXCELLENCE IN THE QUALITY OF HIGHER EDUCATION PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. 1073195 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 67 67 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X ANDRY JOSWARA 8162352756 5100 ROCKHILL RD AC 224 KANSAS CITY MO 64110 X MRSCOTT BOSWELL CHAIR (START) 3.00 X X 0 0 0 MS DORANNE HUDSON SECRETARY & VICE CHAIR (START) 3.00 X X 0 0 0 MR PAUL HOLEWINSKI TREASURER & VICE CHAIR (START) 1.00 X X 0 0 0 MR CHARLES SHIELDS VICE CHAIR 1.00 X X 0 0 0 MR STEPHEN DOYAL VICE CHAIR 1.00 X X 0 0 0 MS HEATHER HUMPHREY VICE CHAIR 1.00 X X 0 0 0 MS DONNA WARD VICE CHAIR 1.00 X X 0 0 0 MR KEITH COPAKEN VICE CHAIR 1.00 X X 0 0 0 CHANCELLOR C MAULI AGRAWAL BOARD MEMBER 0.30 X 0 0 0 MR MALCOLM M ASLIN BOARD MEMBER 0.30 X 0 0 0 MR ALAN L ATTERBURY BOARD MEMBER 0.30 X 0 0 0 MS DEBBY BALLARD BOARD MEMBER 0.30 X 0 0 0 MR KEVIN BARB BOARD MEMBER 0.30 X 0 0 0 MR WILLIAM H BATES BOARD MEMBER 0.30 X 0 0 0 MR G KENNETH BAUM BOARD MEMBER 0.30 X 0 0 0 MR JONATHAN E BAUM BOARD MEMBER 0.30 X 0 0 0 MR THEODORE C BECKETT JR BOARD MEMBER 0.30 X 0 0 0 MS ANGELA M BENNETT BOARD MEMBER 0.30 X 0 0 0 MR BERT BERKLEY BOARD MEMBER 0.30 X 0 0 0 MR STEVEN A BERNSTEIN BOARD MEMBER 0.30 X 0 0 0 MR SCOTT BETHUNE BOARD MEMBER 0.30 X 0 0 0 MR R PHILIP BIXBY BOARD MEMBER 0.30 X 0 0 0 MR THOMAS M BLOCH BOARD MEMBER 0.30 X 0 0 0 MR JOHN W BLUFORD BOARD MEMBER 0.30 X 0 0 0 MR BARRETT BRADY BOARD MEMBER 0.30 X 0 0 0 MR DAVID BRAIN BOARD MEMBER 0.30 X 0 0 0 CURATOR JULIA BRNCIC BOARD MEMBER 0.30 X 0 0 0 MS DEBBIE BROOKS BOARD MEMBER 0.30 X 0 0 0 MR JOHN W CALLISON BOARD MEMBER 0.30 X 0 0 0 MR NEWTON A CAMPBELL BOARD MEMBER 0.30 X 0 0 0 MR THOMAS S CARTER BOARD MEMBER 0.30 X 0 0 0 MR DAVID CAUBLE BOARD MEMBER 0.30 X 0 0 0 MR RAMIN CHERAFAT BOARD MEMBER 0.30 X 0 0 0 DR MUN CHOI BOARD MEMBER 0.30 X 0 0 0 MS MARY V CLARKE BOARD MEMBER 0.30 X 0 0 0 MRS DIANNE S CLEAVER BOARD MEMBER 0.30 X 0 0 0 MR JEAN-PAUL CHAURAND BOARD MEMBER 0.30 X 0 0 0 MR PAUL DEBRUCE BOARD MEMBER 0.30 X 0 0 0 MR ANDREW DEISTER BOARD MEMBER 0.30 X 0 0 0 MR TIMOTHY DUNN BOARD MEMBER 0.30 X 0 0 0 MRS ANNE W ELSBERRY BOARD MEMBER 0.30 X 0 0 0 MR WARREN K ERDMAN BOARD MEMBER 0.30 X 0 0 0 DR MELINDA L ESTES BOARD MEMBER 0.30 X 0 0 0 MR WESLEY FIELDS BOARD MEMBER 0.30 X 0 0 0 MR RICHARD FLANIGAN BOARD MEMBER 0.30 X 0 0 0 MR GARY D FORSEE BOARD MEMBER 0.30 X 0 0 0 MR J SCOTT FRANCIS BOARD MEMBER 0.30 X 0 0 0 MR WILLIAM J FRENCH BOARD MEMBER 0.30 X 0 0 0 MR OLLIE GATES BOARD MEMBER 0.30 X 0 0 0 MR GREG M GRAVES BOARD MEMBER 0.30 X 0 0 0 MS RACHEL HACK MERLO BOARD MEMBER 0.30 X 0 0 0 MR DAVID HARRISON BOARD MEMBER 0.30 X 0 0 0 MR MATT HARTWIG BOARD MEMBER 0.30 X 0 0 0 MRS MARILYN BARTLETT HEBENSTREIT BOARD MEMBER 0.30 X 0 0 0 MR GABE HERNANDEZ BOARD MEMBER 0.30 X 0 0 0 MR MARK HINDERKS BOARD MEMBER 0.30 X 0 0 0 MR PAUL HOLEWINSKI BOARD MEMBER 0.30 X 0 0 0 MR THOMAS D HYDE BOARD MEMBER 0.30 X 0 0 0 DR RICHARD D JOHNSON BOARD MEMBER 0.30 X 0 0 0 MR DAVID KENNER BOARD MEMBER 0.30 X 0 0 0 MRS BARBARA H MARSHALL BOARD MEMBER 0.30 X 0 0 0 MR CHRISTOPHER LONGLY BOARD MEMBER 0.30 X 0 0 0 MR CHANDLER MCCRAY BOARD MEMBER 0.30 X 0 0 0 MS MADELEINE MCDONOUGH BOARD MEMBER 0.30 X 0 0 0 MR C PATRICK MCLARNEY BOARD MEMBER 0.30 X 0 0 0 MR LEO E MORTON BOARD MEMBER 0.30 X 0 0 0 MR TROY NASH BOARD MEMBER 0.30 X 0 0 0 MR DAVID F OLIVER BOARD MEMBER 0.30 X 0 0 0 MS ROSHANN PARRIS BOARD MEMBER 0.30 X 0 0 0 DR ROBERT E PETERSON BOARD MEMBER 0.30 X 0 0 0 MR EMMET PIERSON JR BOARD MEMBER 0.30 X 0 0 0 MR JAMES POLSINELLI BOARD MEMBER 0.30 X 0 0 0 MR B JOHN READEY III BOARD MEMBER 0.30 X 0 0 0 MR JERRY REECE BOARD MEMBER 0.30 X 0 0 0 MR ALEJANDRO SANCHEZ ALVARADO BOARD MEMBER 0.30 X 0 0 0 MR JAMES A SANGSTER BOARD MEMBER 0.30 X 0 0 0 MS SUZANNE SHANK BOARD MEMBER 0.30 X 0 0 0 MR JOHN J SHERMAN BOARD MEMBER 0.30 X 0 0 0 MR SCOTT SMITH BOARD MEMBER 0.30 X 0 0 0 MRS ELIZABETH T SOLBERG BOARD MEMBER 1.00 X 0 0 0 MR CHARLES S SOSLAND BOARD MEMBER 0.30 X 0 0 0 MR NEIL N SOSLAND BOARD MEMBER 0.30 X 0 0 0 MS ANNE ST PETER BOARD MEMBER 0.30 X 0 0 0 MR DAVID SUCHMAN BOARD MEMBER 0.30 X 0 0 0 MR KENT SUNDERLAND BOARD MEMBER 0.30 X 0 0 0 MR H STEPHEN TALGE BOARD MEMBER 0.30 X 0 0 0 MR THOMAS J TURNER III BOARD MEMBER 0.03 X 0 0 0 MR KYLE VENA BOARD MEMBER 0.30 X 0 0 0 MR JOEL VORAN BOARD MEMBER 0.30 X 0 0 0 MR DON WAGNER BOARD MEMBER 0.30 X 0 0 0 MS LISA WEIXELMAN BOARD MEMBER 0.30 X 0 0 0 MR ROBERT H WEST BOARD MEMBER 0.30 X 0 0 0 MR DAVID H WESTBROOK BOARD MEMBER 0.30 X 0 0 0 MS LOREN WHITTAKER BOARD MEMBER 0.30 X 0 0 0 MRS MICHELLE WIMES BOARD MEMBER 0.30 X 0 0 0 CURATOR MICHAEL WILLIAMS BOARD MEMBER 0.30 X 0 0 0 0 0 0 0 0 0 0 0 901388 901388 5912 5912 343600 265489 78111 78111 78111 52547 0 52547 52547 52547 1037958 0 0 136570 1046399 1046399 10559 10559 16069 16069 14549 14549 2500 2500 337 337 749 749 2677 2677 MISCELLANEOUS EXPENSE 12542 12542 PROVOST DISCRETIONARY E 9442 9442 VC ADVANCEMENT DISCRETI 7057 7057 SCHOLARSHIP COMMITTEE 5885 5885 4789 4412 377 1133554 1073195 60022 337 679553 614847 10118 19610 12581 12780 1454651 349023 1668096 1105628 3054317 3093248 362111 709382 5786776 5555495 104758 35139 54196 1746 158954 36885 X 5066839 4586115 560983 932495 5627822 5518610 5786776 5555495 -95596 -13616 0 X X 0 1 X 1 0 X 331685 355331 356949 386029 901388 2331382 331685 355331 356949 386029 901388 2331382 355619 1975763 1348740 1139711 1176195 897873 349512 4912031 7243413 0.27280 0.24230 X -PERCENTAGE OF FINANCIAL SUPPORT THE UMKC TRUSTEES ("TRUSTEES") PUBLIC SUPPORT PERCENTAGE IS APPROXIMATELY 27% FOR THE YEAR ENDED 6/30/20 WHICH IS SUBSTANTIALLY ABOVE THE 10% THRESHOLD.-BREADTH OF SUPPORT THE "TRUSTEES" RECEIVE SUPPORT FROM THE GENERAL PUBLIC, FOUNDATIONS, AND FROM OTHER PUBLICALLY SUPPORTED ORGANIZATIONS.-REPRESENTATIVE GOVERNING BODY THE BOARD OF DIRECTORS OF THE "TRUSTEES" IS A VERY DIVERSE GROUP AND IS REPRESENTATIVE OF THE COMMUNITY THAT IT SERVES. THE BOARD CONSISTS OF 96 MEMBERS, 67 OF WHOM ARE VOTING MEMBERS. THE BOARD CONSISTS OF COMMUNITY LEADERS, EDUCATORS, AND BUSINESS LEADERS REPRESENTING A BROAD CROSS SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITY THEY SERVE.-FUNDRAISING THE "TRUSTEES" ARE ORGANIZED AND MANAGED TO ATTRACT ADDITIONAL PUBLIC AND GOVERNMENTAL SUPPORT ON AN ONGOING AND CONTINUAL BASIS.-PUBLIC FACILITIES AND/OR SERVICE THE "TRUSTEES" PROVIDE AND BENEFIT THE UNIVERSITY AND THE COMMUNITY IT SERVES WITH SCHOLARSHIPS AND HOUSING FOR STUDENTS, STIPENDS TO FACULTY FOR RECOGNITION AS FELLOWS/SCHOLARS AND THROUGH REAL ESTATE ACQUISITION TO MEET THE DEMANDS OF A GROWING CAMPUS AND STUDENT POPULATION RESULTING FROM "TRUSTEE" MARKETING INITIATIVES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 560983 866172 -8900 485760 932495 590209 349496 2822 381544 560983 630038 315662 1618 357109 590209 692904 309603 596 373065 630038 698304 278966 3196 287562 692904 0.00000 0.00000 1.00000 0 0 550000 550000 904651 349023 555628 1105628 ASSETS HELD BY CURATOR 702490 UNAMORTIZED LEASE COMMISSION & PREPAID INSURANCE 6892 709382 SECURITY DEPOSITS 1746 1746 X 1275282 -13616 265489 251873 1023409 14549 14549 1037958 1384494 265489 265489 1119005 14549 14549 1133554 PART V, LINE 4: ALL GRANTS AND ALLOCATIONS ARE USED TO ADD AND PROMOTE EXCELLENCE IN THE QUALITY OF HIGHER EDUCATION PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. PART X, LINE 2: UMKC TRUSTEES ARE A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE, AS EVIDENCED BY THE TRUSTEES' DETERMINATION LETTER DATED OCTOBER 14, 1983. INCOME TAX RETURNS FILED BY THE TRUSTEES ON FORM 990 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) FOR THREE YEARS AFTER THE DATE FILED, WITH THE RESULT THAT THE JUNE 30 FISCAL YEARS 2020, 2019, 2018, AND 2017 REMAIN OPEN AS OF JANARY 31, 2021, ALTHOUGH NO RETURNS HAVE BEEN SELECTED FOR EXAMINATION BY THE IRS. MANAGEMENT HAS EVALUATED TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE TRUSTEES' TAX RETURNS WITH ASSISTANCE FROM THE TRUSTEES' TAX PREPARER TO DETERMINE WHETHER ITS TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED BY APPLICABLE TAXING AUTHORITIES; LIKELY TAX POSITIONS ARE REPORTED IN THESE FINANCIAL STATEMENTS, AND MANAGEMENT IS NOT AWARE OF ANY UNLIKELY TAX POSITIONS, WITH THE RESULT THAT NO UNLIKELY TAX POSITIONS ARE REPORTED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 265,489. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 265,489. ROUNDING 1 THE CURATORS OF THE UNIVERSITY OF MISSOURI 121 UNIVERSITY HALL COLUMBIA MO 652110001 436003859 PUBLIC CORPORATION 315210 CASH N/A FUNDING FOR ENDOWED SCHOLARSHIPS/CHAIRS/PROGRAM/FACULTY FELLOWS AND SCHOLARS PROGRAM MANAGED BY UMKC UMKC FOUNDATION 202 ADMIN CENTER5100 ROCKHILL RD KANSAS CITY MO 641102499 260840496 501(C)(3) 180192 CASH N/A FUNDING FOR UMKC FOUNDATION HELD ENDOWMENTS PART I, LINE 2: UMKC "TRUSTEES SCHOLARSHIP" REQUESTS FROM ENDOWED FUNDS ARE COORDINATED THROUGH THE OFFICE OF STUDENT FINANCIAL AID FOR THE UNIVERSITY OF MISSOURI-KANSAS CITY (UMKC). THE STUDENT FINANCIAL AID OFFICE, IN CONJUNCTION WITH THE CENTER FOR ACADEMIC DEVELOPMENT, DETERMINES WHETHER THE STUDENT MEETS THE REQUIREMENTS STIPULATED BY THE DONOR. REGARDING UMKC TRUSTEES "FACULTY FELLOW AND FACULTY SCHOLAR AWARDS" THE FISCAL OFFICER FOR UMKC'S ADVANCEMENT DIVISION, WORKING IN COLLABORATION WITH THE RECIPIENT'S ACADEMIC UNIT FISCAL OFFICER, MONITORS ALL SPENDING FROM THE ACCOUNT. FUNDS ARE DISBURSED TO COVER EXPENSES WHICH FALL WITHIN UNIVERSITY GUIDELINES. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING FAMILY RELATIONSHIPS BETWEEN BOARD MEMBERS ARE LISTED BELOW: KEN BAUM AND JON BAUM - FATHER AND SON NEIL SOSLAND AND CHARLES SOSLAND - UNCLE AND NEPHEW THE FOLLOWING BUSINESS RELATIONSHIPS WITH BOARD MEMBERS ARE LISTED BELOW: UMKC TRUSTEES HAS RETAINED LATHROP GPM AS LEGAL COUNSEL - JOEL VORAN, A PARTNER WITH THAT FIRM, IS A MEMBER OF THE BOARD UMKC TRUSTEES HAS RETAINED COPAKEN BROOKS AS ITS REAL ESTATE MANAGEMENT COMPANY - KEITH COPAKEN, A PRINCIPAL WITH THAT FIRM, IS A MEMBER OF THE BOARD UMKC TRUSTEES HAS AN ACCOUNT WITH COMMERCE BANK - SCOTT BOSWELL, WHO IS THE WESTERN REGION PRESIDENT OF COMMERCE TRUST COMPANY, IS CHAIR OF THE BOARD FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION USES COPAKEN BROOKS AND VOEPEL PROPERTY MANAGEMENT FOR THE MANAGEMENT OF RENTAL PROPERTIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTANT AND PRESENTED TO THE VICE CHAIR OF FINANCE/TREASURER AND THE ENTIRE FINANCE COMMITTEE. THEY OFFICIALLY APPROVE THE 990 BEFORE IT IS DISTRIBUTED FOR REVIEW BY OTHER OFFICERS. A DEADLINE IS ESTABLISHED IN ADVANCE OF THE FILING DEADLINE TO ENSURE ALL BOARD MEMBERS HAVE AN OPPORTUNITY TO PROVIDE FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE GOVERNANCE COMMITTEE REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST REPORTED BY MEMBERS OF THE BOARD. THOSE CONFLICTS ARE DISCLOSED TO THE APPROPRIATE COMMITTEE WITH OVERSIGHT OF THE AREA OF POTENTIAL CONFLICT. THAT PARTICULAR COMMITTEE IS THEN TASKED WITH MONITORING THE DISCLOSED POTENTIAL CONFLICT. ANY CONCERNS FROM THAT COMMITTEE ARE BROUGHT TO THE GOVERNANCE COMMITTEE TO ADDRESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FROM UMKC TRUSTEES OFFICE AT 816-235-1590. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE FROM PRIOR YEARS. FORM 990 ELECTION: SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION UMKC TRUSTEES 5100 ROCKHILL ROAD, KANSAS CITY, MO 64110 EIN: 44-0546001 FOR THE YEAR ENDING JUNE 30, 2020 UMKC TRUSTEES IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART X BALANCE SHEET, LINE 10A AND 10B: IN DECEMBER 2017, THE TRUSTEES GRANTED MANAGEMENT THE AUTHORITY TO TRANSFER TITLE OF FIFTY FOUR RESIDENTIAL PROPERTIES TO THE UNIVERSITY NO LATER THAN DECEMBER 31, 2020. DURING THE FISCAL YEAR ENDED JUNE 30, 2019, THIRTY NINE PROPERTIES WERE TRANSFERRED. DURING THE FISCAL YEAR ENDED JUNE 30, 2020, FIFTEEN PROPERTIES WERE TRANSFERRED. AS OF FISCAL YEAR ENDED JUNE 30, 2020, ALL FIFTY-FOUR PROPERTIES HAVE BEEN TRANSFERRED TO THE UNIVERSITY. FORM 990 ELECTION: SECTION 1.263(A)-3(H) SAFE HARBOR ELECTION FOR SMALL TAXPAYERS UMKC TRUSTEES 5100 ROCKHILL ROAD,KANSAS CITY, MO 64110 EIN: 44-0546001 FOR THE YEAR ENDING JUNE 30, 2020 UMKC TRUSTEES IS MAKING THE SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-3(H) FOR THE FOLLOWING ELIGIBLE BUILDING PROPERTY(S). DESCRIPTION OF ELIGIBLE PROPERTY: 300-320 E 51ST, KANSAS CITY, MO FORM 990, SCHEDULE A PUBLIC SUPPORT, PART II, LINE 3: UMKC TRUSTEES (THE TRUSTEES) PROMOTE EXCELLENCE IN THE QUALIFY OF THE HIGHER EDUCATIONAL PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI, KANSAS CITY (UMKC), OVER AND ABOVE THOSE STANDARDS THAT THE CURATORS OF THE UNIVERSITY OF MISSOURI ARE OTHERWISE ABLE TO MAINTAIN. UMKC PROVIDES ACCOUNTING AND OTHER SERVICES TO THE TRUSTEES, THE IN-KIND CONTRIBUTION AND RELATED COST ARE NOT RECORDED IN THE ACCOMPANYING STATEMENT OF ACTIVITIES BECAUSE THE COST CANNOT BE DETERMINED.