UMKC FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UMKC FOUNDATION (EIN 26-0840496)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-05
- IRS object ID
- 202110959349300736
- Schema version
- 2019v5.1
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-05T13:51:56-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260840496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMKC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LISA BARONIO | InCareOfNm |
| Business Name Control | UMKC | BusinessNameControlTxt |
| Phone | 8162352672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5115 OAK STREET 202 ADMIN CENTER | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA B BARONIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | April Arnold CPA | PreparerPersonNm |
| PTIN | P01559426 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2021-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LISA BARONIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5115 OAK STREET 202 ADMIN CEN | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,466,626 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMKCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | UMKC FOUNDATION'S SOLE PURPOSE IS TO BENEFIT THE UNIVERSITY OF MISSOURI - KANSAS CITY (UMKC) BY SUPPORTING (THROUGH FUNDS RAISED, HELD AND ADMINISTERED BY THE (SEE SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,546,620 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,926,114 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,030,761 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,615,388 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,543,404 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,489,393 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $132,094 | CYOtherRevenueAmt |
| PY Total Revenue | $6,120,785 | PYTotalRevenueAmt |
| CY Total Revenue | $43,162,989 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,748,171 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,301,902 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,478,490 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,989,144 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $262,852 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $254,190 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,023,280 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $623,143 | PYOtherExpensesAmt |
| CY Other Expenses | $2,754,929 | CYOtherExpensesAmt |
| PY Total Expenses | $5,112,656 | PYTotalExpensesAmt |
| CY Total Expenses | $18,300,165 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,008,129 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,862,824 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,957,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,681,044 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $476,050 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,839,177 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,481,887 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,841,867 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UMKC FOUNDATIONS SOLE PURPOSE IS TO BENEFIT THE UNIVERSITY OF MISSOURI - KANSAS CITY (UMKC) BY SUPPORTING (THROUGH FUNDS RAISED, HELD AND ADMINISTERED BY THE FOUNDATION) ACADEMIC PROGRAMS AND EDUCATIONAL OPPORTUNITIES THAT WILL (SEE SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,012,912 | ExpenseAmt |
| Grant | $13,301,902 | GrantAmt |
| Revenue | $2,615,388 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $14,012,912 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA BARONIO | PersonNm |
| Phone | 8162355778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5115 OAK STREET 202 ADMIN CENTER | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| JAY MARSH WILSON | |||||||||
| ASSISTANT VICE PRESIDENT | 40.0 | 1.0 | Yes (X) | $180,746 | $0 | $22,628 | |||
| JEFFREY C CHAPMAN | |||||||||
| ASSISTANT VICE PRESIDENT | 40.0 | 0.0 | $147,769 | $0 | $18,011 | Yes (X) | |||
| JENNIFER M INGRAHAM | |||||||||
| ASSISTANT VICE PRESIDENT | 40.0 | 0.0 | $147,169 | $0 | $17,003 | Yes (X) | |||
| LISA B BARONIO | |||||||||
| PRESIDENT | 40.0 | 1.0 | $140,584 | $0 | $17,555 | Yes (X) | |||
| HILARY PEKNIK | |||||||||
| DIRECTOR OF MAJOR GIFTS | 40.0 | 0.0 | $102,005 | $0 | $13,842 | Yes (X) | |||
| THOMAS M BLOCH | |||||||||
| PAST CHAIR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| KENT W SUNDERLAND | |||||||||
| CHAIR | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| ROBERT D REGNIER | |||||||||
| SECRETARY | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| KEVIN E BRYANT | |||||||||
| TREASURER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| TERRENCE P DUNN | |||||||||
| EMERITUS DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| WARREN K ERDMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| GARY D FORSEE | |||||||||
| EMERITUS DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JAMES A POLSINELLI | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| RYAN D RAPP | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JERRY D REECE | |||||||||
| VICE CHAIR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| NELSON R SABATES MD | |||||||||
| DIRECTOR | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | |||
| MARNY D SHERMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| L JOSHUA SOSLAND | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| FRANK J WEWERS | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| C MAULI AGRAWAL PHD | |||||||||
| CHANCELLOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| ALAN L ATTERBURY | |||||||||
| EMERITUS DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| G KENNETH BAUM | |||||||||
| EMERITUS DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS D HYDE | |||||||||
| EMERITUS DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| NATALIE NIKKI KRAWITZ | |||||||||
| EMERITA DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LEO E MORTON | |||||||||
| EMERITUS DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOHN J SHERMAN | |||||||||
| EMERITUS DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH T SOLBERG | |||||||||
| EMERITA DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CHARLES S SOSLAND | |||||||||
| EMERITUS DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| R WAYNE THOMPSON DDS | |||||||||
| EMERITUS DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DARCY A HOWE | |||||||||
| TREASURER | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| JAMES D RINE | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $718,273 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,039 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFFALO NOEL LEVITZ LLC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 718 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CALL CENTER | ServicesDesc |
| Compensation | $171,470 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $38,926,114 | AllOtherContributionsAmt |
| Noncash Contributions | $887,350 | NoncashContributionsAmt |
| Total Contributions | $38,926,114 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| UMKC Contract Revenue | 561499 | $565,246 | $565,246 |
| UMKC SUPPORT | 561499 | $1,517,725 | $1,517,725 |
| MANAGEMENT FEE ON ENDOWED GIFTS | 561499 | $532,417 | $532,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,615,388 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,006,692 | TotalRevenueColumnAmt |
| Exclusion | $1,006,692 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,786,338 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,303,637 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $482,701 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $482,701 | TotalRevenueColumnAmt |
| Exclusion | $482,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $132,094 | TotalRevenueColumnAmt |
| Exclusion | $132,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $132,094 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,162,989 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,615,388 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,621,487 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,204,559 | TotalAmt |
| Program Services | $13,204,559 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,343 | TotalAmt |
| Program Services | $97,343 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,248 | TotalAmt |
| Program Services | $121,852 | ProgramServicesAmt |
| Management And General | $121,852 | ManagementAndGeneralAmt |
| Fundraising | $125,544 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,330,606 | TotalAmt |
| Program Services | $439,100 | ProgramServicesAmt |
| Management And General | $439,100 | ManagementAndGeneralAmt |
| Fundraising | $452,406 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,158 | TotalAmt |
| Program Services | $17,872 | ProgramServicesAmt |
| Management And General | $17,872 | ManagementAndGeneralAmt |
| Fundraising | $18,414 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,970 | TotalAmt |
| Program Services | $48,170 | ProgramServicesAmt |
| Management And General | $48,170 | ManagementAndGeneralAmt |
| Fundraising | $49,630 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,162 | TotalAmt |
| Program Services | $29,423 | ProgramServicesAmt |
| Management And General | $29,423 | ManagementAndGeneralAmt |
| Fundraising | $30,316 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,492 | TotalAmt |
| Management And General | $112,492 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,493 | TotalAmt |
| Management And General | $66,493 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,190 | TotalAmt |
| Fundraising | $254,190 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,002 | TotalAmt |
| Management And General | $135,002 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,040 | TotalAmt |
| Management And General | $4,564 | ManagementAndGeneralAmt |
| Fundraising | $8,476 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,601 | TotalAmt |
| Program Services | $16,038 | ProgramServicesAmt |
| Management And General | $16,038 | ManagementAndGeneralAmt |
| Fundraising | $16,525 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,542 | TotalAmt |
| Program Services | $37,140 | ProgramServicesAmt |
| Management And General | $38,264 | ManagementAndGeneralAmt |
| Fundraising | $37,138 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,397 | TotalAmt |
| Management And General | $16,199 | ManagementAndGeneralAmt |
| Fundraising | $16,198 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,920 | TotalAmt |
| Management And General | $13,920 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,520 | TotalAmt |
| Management And General | $3,760 | ManagementAndGeneralAmt |
| Fundraising | $3,760 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Bad Debt Expense | $2,117,534 | $2,117,534 | |
| GKCCF CONTRACT FEES | $74,880 | $74,880 | |
| Publications | $9,227 | $9,227 | |
| Organizational Memberships | $5,969 | $5,969 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,312 | TotalAmt |
| Program Services | $1,415 | ProgramServicesAmt |
| Management And General | $2,441 | ManagementAndGeneralAmt |
| Fundraising | $1,456 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,300,165 | TotalAmt |
| Program Services | $14,012,912 | ProgramServicesAmt |
| Management And General | $3,263,973 | ManagementAndGeneralAmt |
| Fundraising | $1,023,280 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,473 | BOYAmt |
| EOY | $3,416,125 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $224,312 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,222 | BOYAmt |
| EOY | $19,150,848 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,597 | BOYAmt |
| EOY | $1,348,150 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,511 | BOYAmt |
| EOY | $22,400 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,382,141 | BOYAmt |
| EOY | $35,146,975 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,889,393 | BOYAmt |
| EOY | $11,361,634 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,600 | BOYAmt |
| EOY | $10,600 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,957,937 | BOYAmt |
| EOY | $70,681,044 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,050 | BOYAmt |
| EOY | $1,251,863 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $319,714 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $267,600 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,050 | BOYAmt |
| EOY | $1,839,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,032 | BOYAmt |
| EOY | -$595,150 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,430,855 | BOYAmt |
| EOY | $69,437,017 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,481,887 | BOYAmt |
| EOY | $68,841,867 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,957,937 | BOYAmt |
| EOY | $70,681,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $24,862,824 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,520,665 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $17,821 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,696,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,256,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,700,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,546,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,926,144 | CurrentTaxYearAmt |
| Total | $47,125,645 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,696,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,256,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,700,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,546,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,926,144 | CurrentTaxYearAmt |
| Total | $47,125,645 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,873,068 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,252,577 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $805,914 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $167,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $833,734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $950,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,006,692 | CurrentTaxYearAmt |
| Total | $3,764,381 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $132,094 | CurrentTaxYearAmt |
| Total | $132,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,022,120 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,576,438 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.33814 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52853 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,430,855 | BeginningYearBalanceAmt |
| Contributions | $4,149,520 | ContributionsAmt |
| Investment Earnings Or Losses | -$371,910 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,755,653 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,792 | OtherExpendituresAmt |
| Administrative Expenses | $521,301 | AdministrativeExpensesAmt |
| End Year Balance | $45,922,719 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,438,208 | BeginningYearBalanceAmt |
| Contributions | $1,328,240 | ContributionsAmt |
| Investment Earnings Or Losses | $2,059,761 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,748,171 | GrantsOrScholarshipsAmt |
| Other Expenditures | $255,523 | OtherExpendituresAmt |
| Administrative Expenses | $391,660 | AdministrativeExpensesAmt |
| End Year Balance | $44,430,855 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,704,013 | BeginningYearBalanceAmt |
| Contributions | $1,658,253 | ContributionsAmt |
| Investment Earnings Or Losses | $3,111,331 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,748,100 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$876,543 | OtherExpendituresAmt |
| Administrative Expenses | $2,163,832 | AdministrativeExpensesAmt |
| End Year Balance | $43,438,208 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,412,600 | BeginningYearBalanceAmt |
| Contributions | $892,476 | ContributionsAmt |
| Investment Earnings Or Losses | $3,642,232 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,592,130 | GrantsOrScholarshipsAmt |
| Other Expenditures | $253,364 | OtherExpendituresAmt |
| Administrative Expenses | $397,801 | AdministrativeExpensesAmt |
| End Year Balance | $41,704,013 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,649,424 | BeginningYearBalanceAmt |
| Contributions | $3,667,384 | ContributionsAmt |
| Investment Earnings Or Losses | -$422,395 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,494,212 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$251,424 | OtherExpendituresAmt |
| Administrative Expenses | $239,025 | AdministrativeExpensesAmt |
| End Year Balance | $42,412,600 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.89800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SECURITIES | Desc |
| Book Value | $11,361,634 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,361,634 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,257,577 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,520,665 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $689,342 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $60,913 | OtherRevenueAmt |
| Revenue Not Reported | -$770,410 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,027,987 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $135,002 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $135,002 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,162,989 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,161,093 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $689,342 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $306,588 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $995,930 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,165,163 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $135,002 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $135,002 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,300,165 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | The UMKC Foundation is a separate, but affiliated, enterprise devoted to raising funds for the benefit of the University of Missouri- Kansas City, while exercising fiduciary responsibility over philanthropic investments made to the university. The UMKC Foundations endowment pool is essential to sustaining academic excellence, as it provides a steady source of income to support student scholarships, professorships, program support, research, and other learning opportunities at the University of Missouri- Kansas City, even in the midst of budget fluctuations and the economy as a whole. The endowment pool contains various gifts, bequests, and other funds to be held in perpetuity, and allow the university to utilize the income in conformance with donor stipulations. |
| 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. |
| SCHEDULE D, PART XI, LINE 2D | REVENUE FROM UMKC RESEARCH FOUNDATION $ 58,821 CHANGE IN LIFE INSURANCE $ 2,296 ----------- $ 60,913 |
| SCHEDULE D, PART XII, LINE 2D | EXPENSES FROM UMKC RESEARCH FOUNDATION $ 306,588 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,546,445 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $8,546,445 | SubtotalSpentAmt |
| Total Spent | $8,546,445 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFALLO NOEL LEVITZ LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 KIRKWOOD PARKWAY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $41,679 | GrossReceiptsAmt |
| Retained By Contractor | $222,581 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $41,679 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $222,581 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| Licensed States | MO | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MISSOURI - KANSAS CITY | |||||||
| 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | 436003859 | 501(C)(3) | $12,756,885 | FUNDING FOR ENDOWED SCHOLARSHIPS/CHAIRS/PROGR FELLOWS AND SCHOLARS PROGRAM. |
| DIASTOLE-HOSPITAL HILL INCORPORATED | |||||||
| 2501 HOLMES | KANSAS CITY | MO | 64108 | 431213056 | 501(C)(3) | $207,651 | MAINTENANCE AND OPERATING OF SCHOLARS' CENTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 84 | RecipientCnt |
| Cash Grant | $97,343 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE PROVIDED TO THE UNIVERSITY OF MISSOURI-KANSAS CITY (UMKC) FOR USE IN ACCORDANCE WITH THE SELECTION CRITERIA AND PROCESS IDENTIFIED IN THE DONOR DOCUMENT BY WHICH FUNDS WERE RECEIVED. THE UMKC FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS AWARDED, WHEREAS UMKC MONITORS THE USE OF FUNDS. NO GRANTS ARE MADE FOR USE OUTSIDE THE UNITED STATES. UMKC MONITORS THE SCHOLARSHIPS GRANTED TO STUDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA B BARONIO | ||||||||||||||
| PRESIDENT | $140,584 | $0 | $0 | $0 | $0 | $0 | $3,125 | $0 | $14,430 | $0 | $158,139 | $0 | $0 | $0 |
| JAY MARSH WILSON | ||||||||||||||
| ASSISTANT VICE PRESIDENT | $144,096 | $0 | $36,650 | $0 | $0 | $0 | $11,223 | $0 | $11,405 | $0 | $203,374 | $0 | $0 | $0 |
| JEFFREY C CHAPMAN | ||||||||||||||
| ASSISTANT VICE PRESIDENT | $128,769 | $0 | $19,000 | $0 | $0 | $0 | $9,803 | $0 | $8,208 | $0 | $165,780 | $0 | $0 | $0 |
| JENNIFER M INGRAHAM | ||||||||||||||
| ASSISTANT VICE PRESIDENT | $130,919 | $0 | $16,250 | $0 | $0 | $0 | $17,003 | $0 | $0 | $0 | $164,172 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J PART II & FORM 990, PART VII, SECTION A, LINE 5 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION REPORTED FOR LISA BARONIO IS PAID BY THE UNIVERSITY OF MISSOURI - KANSAS CITY, AN UNRELATED ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $67,370 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FORMAL APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INTERNAL VALUATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $759,262 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LIFE INSURANCE POLICY | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,717 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | FOUNDATION) ACADEMIC PROGRAMS AND EDUCATIONAL OPPORTUNITIES THAT WILL ENHANCE UMKC OVER AND ABOVE THOSE WHICH ARE FUNDED WITH STATE SUPPORT, STUDENT FEES AND TUITION. |
| FORM 990, PART III, LINE 1 | ENHANCE UMKC OVER AND ABOVE THOSE WHICH ARE FUNDED WITH STATE SUPPORT, STUDENT FEES AND TUITION. |
| FORM 990, PART III, LINE 4A | THE UMKC FOUNDATION ("FOUNDATION") AND ITS EMPLOYEES HAVE THE PRIMARY RESPONSIBILITY FOR THE SOLICITATION OF CONTRIBUTIONS FROM PRIVATE SOURCES FOR THE SUPPORT OF UMKC. THE FOUNDATION SOLICITS CONTRIBUTIONS WHICH ARE MADE TO THE FOUNDATION AND HELD AND ADMINISTERED BY THE FOUNDATION FOR THE BENEFIT OF UMKC. THE FOUNDATION ALSO SOLICITS CONTRIBUTIONS WHICH ARE MADE DIRECTLY TO UMKC OR TO ONE OF ITS SCHOOLS OR OTHER SUPPORTING ORGANIZATIONS. THE FUNDRAISING EFFORTS OF THE FOUNDATION PRODUCED THE FOLLOWING RESULTS DURING THE YEAR ENDED JUNE 30, 2020: CONTRIBUTIONS AND COMMITMENTS FOR FUTURE CONTRIBUTIONS TO THE FOUNDATION OF $40,452,247, CONTRIBUTIONS AND COMMITMENTS FOR FUTURE CONTRIBUTIONS TO UMKC (INCLUDING ITS SEVERAL SCHOOLS AND OTHER SUPPORTING ORGANIZATIONS) OF $3,396,395 AND PLANNED GIFT COMMITMENTS OF $282,507. FOR THE FISCAL YEAR ENDED JUNE 30, 2020 THE EFFORTS OF THE FOUNDATION HAVE PRODUCED PLEDGES AND PLANNED GIVING COMMITMENTS TOTALING $44,131,149 PLUS OUTRIGHT GIFTS OF $15,026,460 RESULTING IN A NET PRODUCTION FUNDRAISING TOTAL OF $59,157,609. FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, THE FOUNDATION MADE GRANTS FROM EARNINGS OF ITS ENDOWMENT FUNDS HELD BY THE FOUNDATION TO SUPPORT VARIOUS UMKC PROGRAMS IN THE AMOUNTS OF $13,299,178 AND $1,748,171, RESPECTIVELY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT OF THE CURATORS OF THE UNIVERSITY OF MISSOURI SHALL BE ENTITLED TO APPOINT UP TO, BUT NOT MORE THAN, TWENTY PERCENT OF THE MEMBERS OF THE BOARD. THE PRESIDENTS APPOINTMENTS WILL NOT INCLUDE MORE THAN TWO PERSONS WHO ARE EMPLOYEES OF THE UNIVERSITY. PRIOR TO MAKING SUCH APPOINTMENTS THE PRESIDENT SHALL CONSULT WITH THE NOMINATING COMMITTEE OF THE FOUNDATION REGARDING PERSONS BEING CONSIDERED BY THE PRESIDENT FOR APPOINTMENT TO THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B The Bylaws may not be amended, without the approval of the University of Missouri, in a manner which would (i) diminish the right of the University of Missouri President to appoint voting members of the Board of Directors, (ii) result in the Chancellor not being a Director and a member of the Executive Committee or (iii) change the sole purpose of the Foundation to include something other than the support of UMKC. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT THIRD PARTY ACCOUNTING FIRM. IT IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND RECOMMENDED REVISIONS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND NOTATE IF THEY HAVE ANY CONFLICTS IN WRITTEN FORM. ANY BOARD MEMBER OR STAFF MEMBER IS EXPECTED TO RECUES HIMSELF OR HERSELF FROM ANY FOUNDATION COMMITTEE OR PROCESS CONSIDERING ACTION IN WHICH HE OR SHE HAS A BUSINESS OR SIGNIFICANT FINANCIAL INTEREST. THE CHAIR AND PRESIDENT WILL REVIEW POTENTIAL CONFLICTS OF INTEREST AND RECOMMEND REMEDIAL ACTION. BOARD MEMBERS WITH A CONFLICT WILL BE REMOVED FROM THE VOTE ON THE POTENTIAL TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE PRESIDENT OF THE FOUNDATION WAS ESTABLISHED BY A WRITTEN EMPLOYMENT AGREEMENT WHICH WAS APPROVED BY THE BOARD OF DIRECTORS, ALL OF WHOM ARE INDEPENDENT PERSONS. THIS EMPLOYMENT AGREEMENT PROVIDES THAT THE PRESIDENT IS ELIGIBLE FOR A PERFORMANCE AWARD EACH YEAR, THE AMOUNT OF WHICH IS DETERMINED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | NET TRANSFER FROM (TO) UMKC ENTITIES $ 15,525 CHANGE IN LIFE INSURANCE VALUE $ 2,296 ----------- $ 17,821 |
| FORM 990, PART XII, LINE 2C | OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION FOR FINANCIAL STATEMENTS: THE OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF UMKC FOUNDATION'S FINANCIAL STATEMENTS IS THE RESPONSIBILITY OF THE AUDIT COMMITTEE AND THAT RESPONSIBILITY AND AUTHORITY HAS NOT CHANGED FROM THE PRIOR YEAR FORM 990. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMKC RESEARCH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 ADMIN CENTER 5115 OAK ST | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431397294 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMKC FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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