UMKC TRUSTEES: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UMKC TRUSTEES (EIN 44-0546001)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-30
- IRS object ID
- 202000909349300430
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-30T14:05:50-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480958002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER HAVILAND KETTER PC PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 W 47TH PLACE SUITE 204 | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440546001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMKC TRUSTEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UMKC | BusinessNameControlTxt |
| Phone | 8162351590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5115 OAK STREET NO 300B | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL HOLEWINSKI | PersonNm |
| Person Title | BOARD TREASURER, VICE CHAIR | PersonTitleTxt |
| Phone | 8162351590 | PhoneNum |
| Signature | 2020-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES S HAVILAND | PreparerPersonNm |
| PTIN | P00009757 | PTIN |
| Phone | 9134322727 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 136.41.2.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-30 | IPDt |
| IP Tm | 11:35:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 78AD1FF191E54A920F0811BD52007395A8E2CFD1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7AAF5A77BBE19BFE9B3558C01A32A55FAE1B4786 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL HOLEWINSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5115 OAK STREET NO 300B | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,370,724 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE & ADVANCE EXCELLENCE IN HIGHER EDUCATIONAL PROGRAMS AT UNIVERSITY OF MISSOURI-KANSAS CITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 72 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 72 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 101 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $356,949 | PYContributionsGrantsAmt |
| CY Contributions Grants | $386,029 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $208,236 | PYInvestmentIncomeAmt |
| CY Investment Income | $111,035 | CYInvestmentIncomeAmt |
| PY Other Revenue | $162,078 | PYOtherRevenueAmt |
| CY Other Revenue | $151,291 | CYOtherRevenueAmt |
| PY Total Revenue | $727,263 | PYTotalRevenueAmt |
| CY Total Revenue | $648,355 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $363,201 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,970,944 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $122 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $99,623 | PYOtherExpensesAmt |
| CY Other Expenses | $148,576 | CYOtherExpensesAmt |
| PY Total Expenses | $462,824 | PYTotalExpensesAmt |
| CY Total Expenses | $2,119,520 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $264,439 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,471,165 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,175,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,786,776 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $135,592 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $158,954 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,040,226 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,627,822 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADD AND TO PROMOTE EXCELLENCE IN THE QUALITY OF THE HIGHER EDUCATIONAL PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,054,277 | ExpenseAmt |
| Grant | $1,970,944 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $2,054,277 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 72 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 72 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDRY JOSWARA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162352756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ROCKHILL RD AC 224 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (94 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MR JAMES POLSINELLI | ||||||
| CHAIR (START) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MS DORANNE HUDSON | ||||||
| SECRETARY & VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR SCOTT BOSWELL | ||||||
| TREASURER & VICE CHAIR (START) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MS DEBBY BALLARD | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR EDWARD HONESTY | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR THOMAS J TURNER III | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR DAVID BRAIN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MS ANNIE PRESLEY | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR KEITH COPAKEN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHANCELLOR C MAULI AGRAWAL | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR MALCOLM M ASLIN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR ALAN L ATTERBURY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR KEVIN BARB | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR WILLIAM H BATES | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR G KENNETH BAUM | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JONATHAN E BAUM | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR THEODORE C BECKETT JR | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ANGELA M BENNETT | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR BERT BERKLEY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR STEVEN A BERNSTEIN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR R PHILIP BIXBY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR HENRY W BLOCH | ||||||
| BOARD MEMBER (THROUGH 4-23-19) | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR THOMAS M BLOCH | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN W BLUFORD | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR BARRETT BRADY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN W CALLISON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR NEWTON A CAMPBELL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR THOMAS S CARTER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR RAMIN CHERAFAT | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR MUN CHOI | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MS MARY V CLARKE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS DIANNE S CLEAVER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JEAN-PAUL CHAURAND | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS ELLEN DARLING | ||||||
| BOARD MEMBER (THROUGH 9-6-19) | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR PAUL DEBRUCE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR ANDREW DEISTER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR STEPHEN DOYAL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR TIMOTHY DUNN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS ANNE W ELSBERRY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR WARREN K ERDMAN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR MELINDA L ESTES | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS MELANIE FENSKE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR RICHARD FLANIGAN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR GARY D FORSEE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR J SCOTT FRANCIS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR WILLIAM J FRENCH | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS SUSAN GARNETT | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR OLLIE GATES | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR GREG M GRAVES | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS RACHEL HACK MERLO | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID HARRISON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS MARILYN BARTLETT HEBENSTREIT | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR GABE HERNANDEZ | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR MARK HINDERKS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR PAUL HOLEWINSKI | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS HEATHER HUMPHREY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR THOMAS D HYDE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR RICHARD D JOHNSON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR MARK R JORGENSON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID KENNER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS JEANIE LATZ | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS BARBARA H MARSHALL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR CHANDLER MCCRAY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS MADELEINE MCDONOUGH | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR C PATRICK MCLARNEY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN P MCMEEL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR LEO E MORTON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR TROY NASH | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID F OLIVER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DANNY J O'NEILL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ROSHANN PARRIS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR ROBERT E PETERSON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| THE HONORABLE JOHN R PHILLIPS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR B JOHN READEY III | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JERRY REECE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JAMES A SANGSTER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN J SHERMAN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR CHARLES SHIELDS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR SCOTT SMITH | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS ELIZABETH T SOLBERG | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR CHARLES S SOSLAND | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR NEIL N SOSLAND | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CURATOR DAVID STEELMAN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MR KENT SUNDERLAND | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR H STEPHEN TALGE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR KYLE VENA | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JOEL VORAN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DON WAGNER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS DONNA WARD | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR ROBERT H WEST | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID H WESTBROOK | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS MICHELLE WIMES | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID B YOST | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR HUGH J ZIMMER | ||||||
| BOARD MEMBER (THROUGH 2-1-19) | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $386,029 | AllOtherContributionsAmt |
| Total Contributions | $386,029 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,213 | TotalRevenueColumnAmt |
| Exclusion | $24,213 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $873,660 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $722,369 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $151,291 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,291 | TotalRevenueColumnAmt |
| Exclusion | $151,291 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,822 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,822 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,822 | TotalRevenueColumnAmt |
| Exclusion | $86,822 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $648,355 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $262,326 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,970,944 | TotalAmt |
| Program Services | $1,970,944 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,992 | TotalAmt |
| Management And General | $12,992 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,710 | TotalAmt |
| Management And General | $12,710 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$5,429 | TotalAmt |
| Management And General | -$5,429 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,500 | TotalAmt |
| Management And General | $20,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122 | TotalAmt |
| Fundraising | $122 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719 | TotalAmt |
| Management And General | $719 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,677 | TotalAmt |
| Management And General | $2,677 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SCHOLARSHIP COMMITTEE | $20,704 | $20,704 | |
| BAD DEBT EXPENSE | $19,654 | $19,654 | |
| MISCELLANEOUS EXPENSE | $19,295 | $19,295 | |
| CHANCELLOR'S DISCRETION | $18,957 | $18,957 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,675 | TotalAmt |
| Program Services | $24,018 | ProgramServicesAmt |
| Management And General | $1,657 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119,520 | TotalAmt |
| Program Services | $2,054,277 | ProgramServicesAmt |
| Management And General | $65,121 | ManagementAndGeneralAmt |
| Fundraising | $122 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,946 | BOYAmt |
| EOY | $679,553 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,272 | BOYAmt |
| EOY | $10,118 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,272 | BOYAmt |
| EOY | $12,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,515,396 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $847,300 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,131,012 | BOYAmt |
| EOY | $1,668,096 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,882,520 | BOYAmt |
| EOY | $3,054,317 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,796 | BOYAmt |
| EOY | $362,111 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,175,818 | BOYAmt |
| EOY | $5,786,776 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,656 | BOYAmt |
| EOY | $104,758 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,936 | BOYAmt |
| EOY | $54,196 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,592 | BOYAmt |
| EOY | $158,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,450,017 | BOYAmt |
| EOY | $5,066,839 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,209 | BOYAmt |
| EOY | $560,983 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,040,226 | BOYAmt |
| EOY | $5,627,822 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,175,818 | BOYAmt |
| EOY | $5,786,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,471,165 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $58,760 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $396,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $331,685 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355,331 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $356,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $386,029 | CurrentTaxYearAmt |
| Total | $1,826,544 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $396,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $331,685 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355,331 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $356,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $386,029 | CurrentTaxYearAmt |
| Total | $1,826,544 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,826,544 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,149,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,348,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,139,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,176,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $897,873 | CurrentTaxYearAmt |
| Total | $5,711,999 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,538,543 | TotalSupportAmt |
| Public Support CY170 | 0.24230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.23080 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | -PERCENTAGE OF FINANCIAL SUPPORT THE UMKC TRUSTEES ("TRUSTEES") PUBLIC SUPPORT PERCENTAGE IS APPROXIMATELY 24% FOR THE YEAR ENDED 6/30/19 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 94 MEMBERS, 72 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. | FactsAndCircumstancesTestTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $590,209 | BeginningYearBalanceAmt |
| Contributions | $349,496 | ContributionsAmt |
| Investment Earnings Or Losses | $2,822 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $381,544 | GrantsOrScholarshipsAmt |
| End Year Balance | $560,983 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $630,038 | BeginningYearBalanceAmt |
| Contributions | $315,662 | ContributionsAmt |
| Investment Earnings Or Losses | $1,618 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $357,109 | GrantsOrScholarshipsAmt |
| End Year Balance | $590,209 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $692,904 | BeginningYearBalanceAmt |
| Contributions | $309,603 | ContributionsAmt |
| Investment Earnings Or Losses | $596 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $373,065 | GrantsOrScholarshipsAmt |
| End Year Balance | $630,038 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $698,304 | BeginningYearBalanceAmt |
| Contributions | $278,966 | ContributionsAmt |
| Investment Earnings Or Losses | $3,196 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $287,562 | GrantsOrScholarshipsAmt |
| End Year Balance | $692,904 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $662,434 | BeginningYearBalanceAmt |
| Contributions | $336,588 | ContributionsAmt |
| Investment Earnings Or Losses | $2,495 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $303,213 | GrantsOrScholarshipsAmt |
| End Year Balance | $698,304 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $620,301 | OtherCostOrOtherBasisAmt |
| Book Value | $620,301 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,895,095 | OtherCostOrOtherBasisAmt |
| Depreciation | $847,300 | DepreciationAmt |
| Book Value | $1,047,795 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,668,096 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD BY CURATOR | $342,649 |
| UNAMORTIZED LEASE COMMISSION & PREPAID INSURANCE | $19,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $362,111 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Amt | $54,196 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $54,196 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,434,913 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $58,760 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $722,369 | OtherRevenueAmt |
| Revenue Not Reported | $781,129 | RevenueNotReportedAmt |
| Revenue Subtotal | $653,784 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | -$5,429 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | -$5,429 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $648,355 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,847,317 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $722,368 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $722,368 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,124,949 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | -$5,429 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | -$5,429 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,119,520 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2019, 2018, 2017, AND 2016 REMAIN OPEN AS OF JANARY 31, 2020, 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 722,369. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 722,369. ROUNDING -1. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MISSOURI - KANSAS CITY | |||||||||
| 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | 436003859 | 501(C)(3) | $353,889 | 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) | $187,921 | CASH | N/A | FUNDING FOR UMKC FOUNDATION HELD ENDOWMENTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LATHROP GPMJOEL VORAN | |||
| BOD & COUNSEL:BOARD MEMEBER JOEL VORAN IS THE SENIOR COUNSEL OF LATHROP GPM | $12,992 | UMKC TRUSTEES RETAINS LATHROP GPM AS LEGAL COUNSEL | 0 |
| COPAKEN BROOKSKEITH COPAKEN | |||
| BOD & PRINCIPAL:BD MEMEBER KEITH COPAKEN IS A PRINCIPAL AT COPAKEN BROOKS | $13,501 | UMKC TRUSTEES RETAINS COPAKEN BROOKS AS A PROPERTY MANAGER | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING FAMILY RELATIONSHIPS BETWEEN BOARD MEMBERS ARE LISTED BELOW: HUGH ZIMMER (DECEASED) AND ELLEN DARLING (DECEASED) - FATHER AND DAUGHTER KEN BAUM AND JON BAUM - FATHER AND SON HENRY BLOCH (DECEASED) AND TOM BLOCH - 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 A MEMBER OF THE BOARD |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION USES COPAKEN BROOKS AND COHEN ESREY 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 XI, LINE 9: | ROUNDING 1. |
| 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, 2019 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. AS OF THE END OF OCTOBER 2019, 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, 2019 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 PROPERTIES: 5441 HARRISON, KANSAS CITY, MO; 5409-5411 HARRISON, KANSAS CITY, MO; 5419 HOLMES, KANSAS CITY, MO; 5405-5407 HARRISON, KANSAS CITY, MO; 5431 HARRISON, KANSAS CITY, MO; 5425 HARRISON, KANSAS CITY, MO; 5429 HARRISON, KANSAS CITY, MO; 709 E 54TH, KANSAS CITY, MO; 714 E 54 TERR, KANSAS CITY, MO; 5414 CHARLOTTE, KANSAS CITY, MO; 5435 HARRISON, KANSAS CITY, MO; 727 E. 54TH, KANSAS CITY, MO; 715 EAST 54TH, KANSAS CITY, MO; 5314-5316 ROCKHILL, KANSAS CITY, MO; 300-320 E 51ST, KANSAS CITY, MO, AND 5428 ROCKHILL, 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. |