FURP.ORG / PUBLIC DATA EXPLORER

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

FieldValueIRS element (for citing)
Return2020-03-30T14:05:50-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480958002PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER HAVILAND KETTER PC PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11901 W 47TH PLACE SUITE 204AddressLine1Txt
CityWESTWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN440546001EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UMKC TRUSTEESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUMKCBusinessNameControlTxt
Phone8162351590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15115 OAK STREET NO 300BAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL HOLEWINSKIPersonNm
Person TitleBOARD TREASURER, VICE CHAIRPersonTitleTxt
Phone8162351590PhoneNum
Signature2020-03-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES S HAVILANDPreparerPersonNm
PTINP00009757PTIN
Phone9134322727PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address136.41.2.51IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-03-30IPDt
IP Tm11:35:14IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id78AD1FF191E54A920F0811BD52007395A8E2CFD1AtSubmissionCreationDeviceId
At Submission Filing Device Id7AAF5A77BBE19BFE9B3558C01A32A55FAE1B4786AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAUL HOLEWINSKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15115 OAK STREET NO 300BAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,370,724GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1950FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionPROMOTE & ADVANCE EXCELLENCE IN HIGHER EDUCATIONAL PROGRAMS AT UNIVERSITY OF MISSOURI-KANSAS CITY.ActivityOrMissionDesc
Voting Members Governing Body72VotingMembersGoverningBodyCnt
Voting Members Independent72VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers101TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$356,949PYContributionsGrantsAmt
CY Contributions Grants$386,029CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$208,236PYInvestmentIncomeAmt
CY Investment Income$111,035CYInvestmentIncomeAmt
PY Other Revenue$162,078PYOtherRevenueAmt
CY Other Revenue$151,291CYOtherRevenueAmt
PY Total Revenue$727,263PYTotalRevenueAmt
CY Total Revenue$648,355CYTotalRevenueAmt
PY Grants And Similar Paid$363,201PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,970,944CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$122CYTotalFundraisingExpenseAmt
PY Other Expenses$99,623PYOtherExpensesAmt
CY Other Expenses$148,576CYOtherExpensesAmt
PY Total Expenses$462,824PYTotalExpensesAmt
CY Total Expenses$2,119,520CYTotalExpensesAmt
PY Revenues Less Expenses$264,439PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,471,165CYRevenuesLessExpensesAmt
Total Assets BOY$7,175,818TotalAssetsBOYAmt
Total Assets EOY$5,786,776TotalAssetsEOYAmt
Total Liabilities BOY$135,592TotalLiabilitiesBOYAmt
Total Liabilities EOY$158,954TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,040,226NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,627,822NetAssetsOrFundBalancesEOYAmt
MissionTO 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,054,277ExpenseAmt
Grant$1,970,944GrantAmt
DescALL 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$2,054,277TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members72GoverningBodyVotingMembersCnt
Independent Voting Member72IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDRY JOSWARABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8162352756PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15100 ROCKHILL RD AC 224AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64110ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (94 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MR JAMES POLSINELLI
CHAIR (START)3.00Yes (X)Yes (X)$0$0$0
MS DORANNE HUDSON
SECRETARY & VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
MR SCOTT BOSWELL
TREASURER & VICE CHAIR (START)1.00Yes (X)Yes (X)$0$0$0
MS DEBBY BALLARD
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
MR EDWARD HONESTY
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
MR THOMAS J TURNER III
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
MR DAVID BRAIN
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
MS ANNIE PRESLEY
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
MR KEITH COPAKEN
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
CHANCELLOR C MAULI AGRAWAL
BOARD MEMBER0.00Yes (X)$0$0$0
MR MALCOLM M ASLIN
BOARD MEMBER0.30Yes (X)$0$0$0
MR ALAN L ATTERBURY
BOARD MEMBER0.30Yes (X)$0$0$0
MR KEVIN BARB
BOARD MEMBER0.30Yes (X)$0$0$0
MR WILLIAM H BATES
BOARD MEMBER0.30Yes (X)$0$0$0
MR G KENNETH BAUM
BOARD MEMBER0.30Yes (X)$0$0$0
MR JONATHAN E BAUM
BOARD MEMBER0.30Yes (X)$0$0$0
MR THEODORE C BECKETT JR
BOARD MEMBER0.30Yes (X)$0$0$0
MS ANGELA M BENNETT
BOARD MEMBER0.30Yes (X)$0$0$0
MR BERT BERKLEY
BOARD MEMBER0.30Yes (X)$0$0$0
MR STEVEN A BERNSTEIN
BOARD MEMBER0.30Yes (X)$0$0$0
MR R PHILIP BIXBY
BOARD MEMBER0.30Yes (X)$0$0$0
MR HENRY W BLOCH
BOARD MEMBER (THROUGH 4-23-19)0.30Yes (X)$0$0$0
MR THOMAS M BLOCH
BOARD MEMBER0.30Yes (X)$0$0$0
MR JOHN W BLUFORD
BOARD MEMBER0.30Yes (X)$0$0$0
MR BARRETT BRADY
BOARD MEMBER0.30Yes (X)$0$0$0
MR JOHN W CALLISON
BOARD MEMBER0.30Yes (X)$0$0$0
MR NEWTON A CAMPBELL
BOARD MEMBER0.30Yes (X)$0$0$0
MR THOMAS S CARTER
BOARD MEMBER0.30Yes (X)$0$0$0
MR RAMIN CHERAFAT
BOARD MEMBER0.30Yes (X)$0$0$0
DR MUN CHOI
BOARD MEMBER0.00Yes (X)$0$0$0
MS MARY V CLARKE
BOARD MEMBER0.30Yes (X)$0$0$0
MRS DIANNE S CLEAVER
BOARD MEMBER0.30Yes (X)$0$0$0
MR JEAN-PAUL CHAURAND
BOARD MEMBER0.30Yes (X)$0$0$0
MRS ELLEN DARLING
BOARD MEMBER (THROUGH 9-6-19)0.30Yes (X)$0$0$0
MR PAUL DEBRUCE
BOARD MEMBER0.30Yes (X)$0$0$0
MR ANDREW DEISTER
BOARD MEMBER0.30Yes (X)$0$0$0
MR STEPHEN DOYAL
BOARD MEMBER0.30Yes (X)$0$0$0
MR TIMOTHY DUNN
BOARD MEMBER0.30Yes (X)$0$0$0
MRS ANNE W ELSBERRY
BOARD MEMBER0.30Yes (X)$0$0$0
MR WARREN K ERDMAN
BOARD MEMBER0.30Yes (X)$0$0$0
DR MELINDA L ESTES
BOARD MEMBER0.30Yes (X)$0$0$0
MS MELANIE FENSKE
BOARD MEMBER0.30Yes (X)$0$0$0
MR RICHARD FLANIGAN
BOARD MEMBER0.30Yes (X)$0$0$0
MR GARY D FORSEE
BOARD MEMBER0.30Yes (X)$0$0$0
MR J SCOTT FRANCIS
BOARD MEMBER0.30Yes (X)$0$0$0
MR WILLIAM J FRENCH
BOARD MEMBER0.30Yes (X)$0$0$0
MS SUSAN GARNETT
BOARD MEMBER0.30Yes (X)$0$0$0
MR OLLIE GATES
BOARD MEMBER0.30Yes (X)$0$0$0
MR GREG M GRAVES
BOARD MEMBER0.30Yes (X)$0$0$0
MS RACHEL HACK MERLO
BOARD MEMBER0.30Yes (X)$0$0$0
MR DAVID HARRISON
BOARD MEMBER0.30Yes (X)$0$0$0
MRS MARILYN BARTLETT HEBENSTREIT
BOARD MEMBER0.30Yes (X)$0$0$0
MR GABE HERNANDEZ
BOARD MEMBER0.30Yes (X)$0$0$0
MR MARK HINDERKS
BOARD MEMBER0.30Yes (X)$0$0$0
MR PAUL HOLEWINSKI
BOARD MEMBER0.30Yes (X)$0$0$0
MS HEATHER HUMPHREY
BOARD MEMBER0.30Yes (X)$0$0$0
MR THOMAS D HYDE
BOARD MEMBER0.30Yes (X)$0$0$0
DR RICHARD D JOHNSON
BOARD MEMBER0.30Yes (X)$0$0$0
MR MARK R JORGENSON
BOARD MEMBER0.30Yes (X)$0$0$0
MR DAVID KENNER
BOARD MEMBER0.30Yes (X)$0$0$0
MS JEANIE LATZ
BOARD MEMBER0.30Yes (X)$0$0$0
MRS BARBARA H MARSHALL
BOARD MEMBER0.30Yes (X)$0$0$0
MR CHANDLER MCCRAY
BOARD MEMBER0.30Yes (X)$0$0$0
MS MADELEINE MCDONOUGH
BOARD MEMBER0.30Yes (X)$0$0$0
MR C PATRICK MCLARNEY
BOARD MEMBER0.30Yes (X)$0$0$0
MR JOHN P MCMEEL
BOARD MEMBER0.30Yes (X)$0$0$0
MR LEO E MORTON
BOARD MEMBER0.30Yes (X)$0$0$0
MR TROY NASH
BOARD MEMBER0.30Yes (X)$0$0$0
MR DAVID F OLIVER
BOARD MEMBER0.30Yes (X)$0$0$0
MR DANNY J O'NEILL
BOARD MEMBER0.30Yes (X)$0$0$0
MS ROSHANN PARRIS
BOARD MEMBER0.30Yes (X)$0$0$0
DR ROBERT E PETERSON
BOARD MEMBER0.30Yes (X)$0$0$0
THE HONORABLE JOHN R PHILLIPS
BOARD MEMBER0.30Yes (X)$0$0$0
MR B JOHN READEY III
BOARD MEMBER0.30Yes (X)$0$0$0
MR JERRY REECE
BOARD MEMBER0.30Yes (X)$0$0$0
MR JAMES A SANGSTER
BOARD MEMBER0.30Yes (X)$0$0$0
MR JOHN J SHERMAN
BOARD MEMBER0.30Yes (X)$0$0$0
MR CHARLES SHIELDS
BOARD MEMBER1.00Yes (X)Yes (X)$0$0$0
MR SCOTT SMITH
BOARD MEMBER0.30Yes (X)$0$0$0
MRS ELIZABETH T SOLBERG
BOARD MEMBER1.00Yes (X)Yes (X)$0$0$0
MR CHARLES S SOSLAND
BOARD MEMBER0.30Yes (X)$0$0$0
MR NEIL N SOSLAND
BOARD MEMBER0.30Yes (X)$0$0$0
CURATOR DAVID STEELMAN
BOARD MEMBER0.00Yes (X)$0$0$0
MR KENT SUNDERLAND
BOARD MEMBER0.30Yes (X)$0$0$0
MR H STEPHEN TALGE
BOARD MEMBER0.30Yes (X)$0$0$0
MR KYLE VENA
BOARD MEMBER0.30Yes (X)$0$0$0
MR JOEL VORAN
BOARD MEMBER0.30Yes (X)$0$0$0
MR DON WAGNER
BOARD MEMBER0.30Yes (X)$0$0$0
MS DONNA WARD
BOARD MEMBER3.00Yes (X)Yes (X)$0$0$0
MR ROBERT H WEST
BOARD MEMBER0.30Yes (X)$0$0$0
MR DAVID H WESTBROOK
BOARD MEMBER0.30Yes (X)$0$0$0
MRS MICHELLE WIMES
BOARD MEMBER0.30Yes (X)$0$0$0
MR DAVID B YOST
BOARD MEMBER0.30Yes (X)$0$0$0
MR HUGH J ZIMMER
BOARD MEMBER (THROUGH 2-1-19)0.30Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$386,029AllOtherContributionsAmt
Total Contributions$386,029TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,213TotalRevenueColumnAmt
Exclusion$24,213ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$873,660RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$722,369RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$151,291RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$151,291TotalRevenueColumnAmt
Exclusion$151,291ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$86,822SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$86,822SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,822TotalRevenueColumnAmt
Exclusion$86,822ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$648,355TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$262,326ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,970,944TotalAmt
Program Services$1,970,944ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,992TotalAmt
Management And General$12,992ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,710TotalAmt
Management And General$12,710ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total-$5,429TotalAmt
Management And General-$5,429ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,500TotalAmt
Management And General$20,500ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$122TotalAmt
Fundraising$122FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$719TotalAmt
Management And General$719ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,677TotalAmt
Management And General$2,677ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement 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

FieldValueIRS element (for citing)
Total$25,675TotalAmt
Program Services$24,018ProgramServicesAmt
Management And General$1,657ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,119,520TotalAmt
Program Services$2,054,277ProgramServicesAmt
Management And General$65,121ManagementAndGeneralAmt
Fundraising$122FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$705,946BOYAmt
EOY$679,553EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,272BOYAmt
EOY$10,118EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,272BOYAmt
EOY$12,581EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,515,396LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$847,300LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,131,012BOYAmt
EOY$1,668,096EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,882,520BOYAmt
EOY$3,054,317EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$414,796BOYAmt
EOY$362,111EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,175,818BOYAmt
EOY$5,786,776EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$94,656BOYAmt
EOY$104,758EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,936BOYAmt
EOY$54,196EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$135,592BOYAmt
EOY$158,954EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,450,017BOYAmt
EOY$5,066,839EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$590,209BOYAmt
EOY$560,983EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,040,226BOYAmt
EOY$5,627,822EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,175,818BOYAmt
EOY$5,786,776EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,471,165ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$58,760NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$396,550CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$331,685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$355,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$356,949CurrentTaxYearMinus1YearAmt
Current Tax Year$386,029CurrentTaxYearAmt
Total$1,826,544TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$396,550CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$331,685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$355,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$356,949CurrentTaxYearMinus1YearAmt
Current Tax Year$386,029CurrentTaxYearAmt
Total$1,826,544TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,826,544PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,149,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,348,740CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,139,711CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,176,195CurrentTaxYearMinus1YearAmt
Current Tax Year$897,873CurrentTaxYearAmt
Total$5,711,999TotalAmt
FieldValueIRS element (for citing)
Total Support$7,538,543TotalSupportAmt
Public Support CY1700.24230PublicSupportCY170Pct
Public Support PY1700.23080PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$590,209BeginningYearBalanceAmt
Contributions$349,496ContributionsAmt
Investment Earnings Or Losses$2,822InvestmentEarningsOrLossesAmt
Grants Or Scholarships$381,544GrantsOrScholarshipsAmt
End Year Balance$560,983EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$630,038BeginningYearBalanceAmt
Contributions$315,662ContributionsAmt
Investment Earnings Or Losses$1,618InvestmentEarningsOrLossesAmt
Grants Or Scholarships$357,109GrantsOrScholarshipsAmt
End Year Balance$590,209EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$692,904BeginningYearBalanceAmt
Contributions$309,603ContributionsAmt
Investment Earnings Or Losses$596InvestmentEarningsOrLossesAmt
Grants Or Scholarships$373,065GrantsOrScholarshipsAmt
End Year Balance$630,038EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$698,304BeginningYearBalanceAmt
Contributions$278,966ContributionsAmt
Investment Earnings Or Losses$3,196InvestmentEarningsOrLossesAmt
Grants Or Scholarships$287,562GrantsOrScholarshipsAmt
End Year Balance$692,904EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$662,434BeginningYearBalanceAmt
Contributions$336,588ContributionsAmt
Investment Earnings Or Losses$2,495InvestmentEarningsOrLossesAmt
Grants Or Scholarships$303,213GrantsOrScholarshipsAmt
End Year Balance$698,304EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$620,301OtherCostOrOtherBasisAmt
Book Value$620,301BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,895,095OtherCostOrOtherBasisAmt
Depreciation$847,300DepreciationAmt
Book Value$1,047,795BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,668,096TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
ASSETS HELD BY CURATOR$342,649
UNAMORTIZED LEASE COMMISSION & PREPAID INSURANCE$19,462
FieldValueIRS element (for citing)
Total Book Value Other Assets$362,111TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITSDesc
Amt$54,196Amt
FieldValueIRS element (for citing)
Total Liability$54,196TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,434,913TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$58,760NetUnrealizedGainsInvstAmt
Other Revenue$722,369OtherRevenueAmt
Revenue Not Reported$781,129RevenueNotReportedAmt
Revenue Subtotal$653,784RevenueSubtotalAmt
Investment Expenses Not Incld-$5,429InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt-$5,429RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$648,355TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,847,317TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$722,368OtherExpensesIncludedAmt
Expenses Not Reported$722,368ExpensesNotReportedAmt
Expenses Subtotal$2,124,949ExpensesSubtotalAmt
Investment Expenses Not Incld2-$5,429InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt-$5,429ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,119,520TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
UNIVERSITY OF MISSOURI - KANSAS CITY
5100 ROCKHILL ROADKANSAS CITYMO64110436003859501(C)(3)$353,889CASHN/AFUNDING FOR ENDOWED SCHOLARSHIPS/CHAIRS/PROGRAM/FACULTY FELLOWS AND SCHOLARS PROGRAM MANAGED BY UMKC
UMKC FOUNDATION
202 ADMIN CENTER5100 ROCKHILL RDKANSAS CITYMO641102499260840496501(C)(3)$187,921CASHN/AFUNDING FOR UMKC FOUNDATION HELD ENDOWMENTS

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUMKC "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 DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
LATHROP GPMJOEL VORAN
BOD & COUNSEL:BOARD MEMEBER JOEL VORAN IS THE SENIOR COUNSEL OF LATHROP GPM$12,992UMKC TRUSTEES RETAINS LATHROP GPM AS LEGAL COUNSEL0
COPAKEN BROOKSKEITH COPAKEN
BOD & PRINCIPAL:BD MEMEBER KEITH COPAKEN IS A PRINCIPAL AT COPAKEN BROOKS$13,501UMKC TRUSTEES RETAINS COPAKEN BROOKS AS A PROPERTY MANAGER0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE 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 3THE ORGANIZATION USES COPAKEN BROOKS AND COHEN ESREY FOR THE MANAGEMENT OF RENTAL PROPERTIES.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CANNUALLY 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 19THE 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.