UMKC FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UMKC FOUNDATION (EIN 26-0840496)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-04-22
- IRS object ID
- 201921129349300432
- Schema version
- 2017v2.3
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-22T12:40:33-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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) |
|---|---|---|
| Business Name Control | UMKC | BusinessNameControlTxt |
| Phone | 8162352672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 ADMIN CENTER 5100 ROCKHILL RD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641102499 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY WILSON | PersonNm |
| Person Title | INTERIM PRESIDENT | PersonTitleTxt |
| Phone | 8162352672 | PhoneNum |
| Signature | 2019-04-04 | 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 | 24.123.111.204 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-04 | IPDt |
| IP Tm | 19:24:53 | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAY WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 ADMIN CENTER 5100 ROCKHILL RD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641102499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,840,092 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 FOUNDATION) ACADEMIC PROGRAMS AND EDUCATIONAL OPPORTUNITIES THAT WILL ENHANCE UMKC OVER AND ABOVE THOSE WHICH ARE FUNDED WITH STATE SUPPORT, STUDENT FEES AND TUITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,256,264 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,700,546 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,901,580 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,393,871 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,536,614 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,035,232 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,694,458 | PYTotalRevenueAmt |
| CY Total Revenue | $7,129,649 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,592,130 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,748,100 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,634,314 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,637,290 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $289,713 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $385,438 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,031,535 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $702,167 | PYOtherExpensesAmt |
| CY Other Expenses | $712,148 | CYOtherExpensesAmt |
| PY Total Expenses | $8,218,324 | PYTotalExpensesAmt |
| CY Total Expenses | $5,482,976 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$523,866 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,646,673 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,165,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,523,439 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $390,680 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $775,069 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,775,112 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,748,370 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 FOUNDATION) ACADEMIC PROGRAMS AND EDUCATIONAL OPPORTUNITIES THAT WILL - "CONTINUED ON SCHEDULE O" ENHANCE UMKC OVER AND ABOVE THOSE WHICH ARE FUNDED WITH STATE SUPPORT, STUDENT FEES AND TUITION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,596,189 | ExpenseAmt |
| Revenue | $3,393,871 | RevenueAmt |
| Desc | 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, 2018: CONTRIBUTIONS AND COMMITMENTS FOR FUTURE CONTRIBUTIONS TO THE FOUNDATION OF $1,797,996, CONTRIBUTIONS AND COMMITMENTS FOR FUTURE CONTRIBUTIONS TO UMKC (INCLUDING ITS SEVERAL SCHOOLS AND OTHER SUPPORTING ORGANIZATIONS) OF $7,380,803, - "CONTINUED ON SCHEDULE O AND PLANNED GIFT COMMITMENTS OF $8,781,007. FOR THE FISCAL YEAR ENDED JUNE 30, 2018 THE EFFORTS OF THE FOUNDATION HAVE PRODUCED PLEDGES AND PLANNED GIVING COMMITMENTS TOTALING $17,959,806 PLUS OUTRIGHT GIFTS OF $19,964,589 RESULTING IN A NET PRODUCTION FUNDRAISING TOTAL OF $37,924,395. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $1,748,100 | GrantAmt |
| Desc | FOR THE YEARS ENDED JUNE 30, 2018 AND 2017, THE FOUNDATION MADE GRANTS FROM EARNINGS OF ITS ENDOWMENT FUNDS HELD BY THE FOUNDATION TO SUPPORT VARIOUS UMKC PROGRAMS IN THE AMOUNTS OF $1,748,100 AND $4,592,130, RESPECTIVELY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,596,189 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162352672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 ADMINISTRATIVE CENTER 5100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641102499 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STEVEN P NORRIS | |||||||
| PRESIDENT THRU 3/30/18 | 40.00 | Yes (X) | $287,612 | $0 | $62,177 | ||
| JAY WILSON | |||||||
| INTERIM/ASST. VICE PRESIDENT | 40.00 | Yes (X) | $145,999 | $0 | $19,655 | ||
| THOMAS M BLOCH | |||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KENT SUNDERLAND | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT D REGNIER | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN J SHERMAN | |||||||
| TREASURER / EMERITUS DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KEVIN E BRYANT | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TERRENCE P DUNN | |||||||
| PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WARREN K ERDMAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GARY D FORSEE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS D HYDE | |||||||
| DIRECTOR / EMERITUS DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| NATALIE NIKKI KRAWITZ | |||||||
| DIRECTOR / EMERITUS DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RYAN D RAPP | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JERRY D REECE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| NELSON R SABATES MD | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ELIZABETH T SOLBERG | |||||||
| DIRECTOR / EMERITUS DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARNY SHERMAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| L JOSH SOSLAND | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| FRANK J WEWERS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOEL B VORAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES A POLSINELLI | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LEO E MORTON | |||||||
| DIRECTOR / EMERITUS DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BARBARA A BICHELMEYER PHD | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ALAN L ATTERBURY | |||||||
| EMERITUS DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| G KENNETH BAUM | |||||||
| EMERITUS DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLES S SOSLAND | |||||||
| EMERITUS DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| HUGH J ZIMMER | |||||||
| EMERITUS DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFF CHAPMAN | |||||||
| ASSISTANT VICE PRESIDENT | 40.00 | $150,576 | $0 | $16,826 | Yes (X) | ||
| JENNIFER INGRAHAM | |||||||
| ASSISTANT VICE PRESIDENT | 40.00 | $147,500 | $0 | $16,763 | Yes (X) | ||
| C MAULI AGRAWAL PHD | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $731,687 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $115,421 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ LLC | BusinessNameLine1Txt |
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 | SOFTWARE AS A SERVICE, CONSULTATION SERV | ServicesDesc |
| Compensation | $245,727 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,700,546 | AllOtherContributionsAmt |
| Noncash Contributions | $130,935 | NoncashContributionsAmt |
| Total Contributions | $1,700,546 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| UMKC SUPPORT | 561499 | $2,000,000 | $2,000,000 |
| UMKC CONTRACT REVENUE | 561499 | $1,121,870 | $1,121,870 |
| MANAGEMENT FEE ON NON-ENDOWED GIF | 561499 | $197,633 | $197,633 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,368 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,368 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,393,871 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $833,734 | TotalRevenueColumnAmt |
| Exclusion | $833,734 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,911,941 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,710,443 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,201,498 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,201,498 | TotalRevenueColumnAmt |
| Exclusion | $1,201,498 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,129,649 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,393,871 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,035,232 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,748,100 | TotalAmt |
| Program Services | $1,748,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,900 | TotalAmt |
| Program Services | $224,697 | ProgramServicesAmt |
| Management And General | $224,697 | ManagementAndGeneralAmt |
| Fundraising | $231,506 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,504,120 | TotalAmt |
| Program Services | $263,351 | ProgramServicesAmt |
| Management And General | $969,438 | ManagementAndGeneralAmt |
| Fundraising | $271,331 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,761 | TotalAmt |
| Program Services | $15,761 | ProgramServicesAmt |
| Management And General | $15,761 | ManagementAndGeneralAmt |
| Fundraising | $16,239 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,061 | TotalAmt |
| Program Services | $23,677 | ProgramServicesAmt |
| Management And General | $261,989 | ManagementAndGeneralAmt |
| Fundraising | $24,395 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,448 | TotalAmt |
| Program Services | $31,168 | ProgramServicesAmt |
| Management And General | $31,168 | ManagementAndGeneralAmt |
| Fundraising | $32,112 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,158 | TotalAmt |
| Management And General | $22,158 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,207 | TotalAmt |
| Management And General | $21,207 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,438 | TotalAmt |
| Fundraising | $385,438 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,853 | TotalAmt |
| Program Services | $159,732 | ProgramServicesAmt |
| Management And General | $19,121 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,059 | TotalAmt |
| Program Services | $111,082 | ProgramServicesAmt |
| Management And General | $8,432 | ManagementAndGeneralAmt |
| Fundraising | $14,545 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,100 | TotalAmt |
| Program Services | $3,993 | ProgramServicesAmt |
| Management And General | $3,993 | ManagementAndGeneralAmt |
| Fundraising | $4,114 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,476 | TotalAmt |
| Program Services | $5,226 | ProgramServicesAmt |
| Management And General | $137,024 | ManagementAndGeneralAmt |
| Fundraising | $5,226 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,854 | TotalAmt |
| Program Services | $5,665 | ProgramServicesAmt |
| Management And General | $26,519 | ManagementAndGeneralAmt |
| Fundraising | $26,670 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,390 | TotalAmt |
| Management And General | $29,390 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,236 | TotalAmt |
| Fundraising | $7,236 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,420 | TotalAmt |
| Management And General | $2,710 | ManagementAndGeneralAmt |
| Fundraising | $2,710 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $72,000 | $72,000 | ||
| MISCELLANEOUS | $11,324 | $3,737 | $3,737 | $3,850 |
| PUBLICATIONS | $6,163 | $6,163 | ||
| BAD DEBT EXPENSE | $5,908 | $5,908 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,482,976 | TotalAmt |
| Program Services | $2,596,189 | ProgramServicesAmt |
| Management And General | $1,855,252 | ManagementAndGeneralAmt |
| Fundraising | $1,031,535 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,168 | BOYAmt |
| EOY | $816,716 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,065 | BOYAmt |
| EOY | $173,122 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,556 | BOYAmt |
| EOY | $1,107,002 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,779 | BOYAmt |
| EOY | $11,889 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,174,624 | BOYAmt |
| EOY | $42,404,110 | 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 | $42,165,792 | BOYAmt |
| EOY | $44,523,439 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,642 | BOYAmt |
| EOY | $775,069 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,038 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,680 | BOYAmt |
| EOY | $775,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,099 | BOYAmt |
| EOY | $310,162 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,484,236 | BOYAmt |
| EOY | $7,637,811 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,219,777 | BOYAmt |
| EOY | $35,800,397 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,775,112 | BOYAmt |
| EOY | $43,748,370 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,165,792 | BOYAmt |
| EOY | $44,523,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,646,673 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,301,545 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$974,960 | 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,279,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,641,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,696,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,256,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,700,546 | CurrentTaxYearAmt |
| Total | $15,573,802 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,279,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,641,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,696,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,256,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,700,546 | CurrentTaxYearAmt |
| Total | $15,573,802 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,524,497 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,049,305 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $822,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,329,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $805,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $167,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $833,734 | CurrentTaxYearAmt |
| Total | $3,958,956 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,532,758 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,137,413 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,572,654 | BeginningYearBalanceAmt |
| Contributions | $3,636,971 | ContributionsAmt |
| Investment Earnings Or Losses | $42,927 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,307,107 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,111,288 | OtherExpendituresAmt |
| Administrative Expenses | $184,733 | AdministrativeExpensesAmt |
| End Year Balance | $40,649,424 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,166,828 | BeginningYearBalanceAmt |
| Contributions | $5,274,412 | ContributionsAmt |
| Investment Earnings Or Losses | $3,579,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,188,472 | GrantsOrScholarshipsAmt |
| Other Expenditures | $111,821 | OtherExpendituresAmt |
| Administrative Expenses | $148,127 | AdministrativeExpensesAmt |
| End Year Balance | $39,572,654 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.82420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,349,823 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,301,545 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $98,649 | OtherRevenueAmt |
| Revenue Not Reported | $1,400,194 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,949,629 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $180,020 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $180,020 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,129,649 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,414,563 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $111,607 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $111,607 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,302,956 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $180,020 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $180,020 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,482,976 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS 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(C)(3) OF THE INTERNAL REVENUE CODE, AS EVIDENCED BY THE FOUNDATION'S DETERMINATION LETTER DATED JUNE 2007 AND JANUARY 1987. INCOME TAX RETURNS FILED BY THE FOUNDATION 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 2018, 2017, 2016 AND 2015 REMAIN OPEN AS OF MARCH XX, 2019, 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 FOUNDATION'S TAX RETURNS WITH ASSISTANCE FROM THE FOUNDATION'S 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: | REVENUE FROM UMKC RESEARCH FOUNDATION 98,649. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE RESULTING FROM PLEDGE WRITE-OFFS 1,200. EXPENSES FROM UMKC RESEARCH FOUNDATION 110,407. |
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 |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ LLC | BusinessNameLine1Txt |
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 & SOLICITATION FOR MAIL, PHONE, INTERNET & EMAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $340,057 | RetainedByContractorAmt |
| Net To Organization | -$340,057 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $340,057 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$340,057 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MISSOURI-KANSAS CITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ROCKHILL ROAD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 436003859 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,748,100 | CashGrantAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | FUNDING FOR ENDOWED SCHOLARSHIPS/CHAIRS/PROGRAM/FACULTY FELLOWS AND SCHOLARS PROGRAM. | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 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 AND MONITORS THE USE OF FUNDS. NO GRANTS ARE MADE FOR USE OUTSIDE THE UNITED STATES. | 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN P NORRIS | ||||||||||||||
| PRESIDENT THRU 3/30/18 | $249,612 | $0 | $38,000 | $0 | $0 | $0 | $38,250 | $0 | $23,927 | $0 | $349,789 | $0 | $0 | $0 |
| JAY WILSON | ||||||||||||||
| INTERIM/ASST. VICE PRESIDENT | $124,749 | $0 | $21,250 | $0 | $0 | $0 | $9,563 | $0 | $10,092 | $0 | $165,654 | $0 | $0 | $0 |
| JEFF CHAPMAN | ||||||||||||||
| ASSISTANT VICE PRESIDENT | $125,576 | $0 | $25,000 | $0 | $0 | $0 | $9,563 | $0 | $7,263 | $0 | $167,402 | $0 | $0 | $0 |
| JENNIFER INGRAHAM | ||||||||||||||
| ASSISTANT VICE PRESIDENT | $127,500 | $0 | $20,000 | $0 | $0 | $0 | $16,763 | $0 | $0 | $0 | $164,263 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | DURING EACH YEAR OF EXECUTIVE'S EMPLOYMENT UNDER THIS AGREEMENT, EXECUTIVE WILL BE ELIGIBLE FOR A PERFORMANCE AWARD OF UP TO $50,000. THE FOUNDATION'S BOARD OF DIRECTORS AND EXECUTIVE SHALL DETERMINE AND MUTUALLY AGREE UPON, PRIOR TO SEPTEMBER 1ST OF THE RELEVANT YEAR, THE CRITERIA UPON WHICH SUCH PERFORMANCE AWARD WILL BE PAYABLE FOR SUCH PERIOD AND THE AMOUNT OR AMOUNTS, IF ANY, WHICH SHALL BE PAYABLE FOR PARTIAL ACHIEVEMENT OF ANY OR ALL APPLICABLE PERFORMANCE OBJECTIVES. SUCH PERFORMANCE AWARD WILL BE PAID TO EXECUTIVE IN A LUMP SUM, LESS LEGALLY REQUIRED DEDUCTIONS, ON OR ABOUT AUGUST 15 OF EACH YEAR. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE PERFORMANCE OBJECTIVES UPON WHICH THE PERFORMANCE AWARD SHALL BE PAYABLE MAY INCLUDE THE FOUNDATION'S FINANCIAL PERFORMANCE, BOARD SATISFACTION, AND STRATEGIC PLAN IMPLEMENTATION. |
| PART I, LINE 8 | FOR CALENDAR YEAR 2017, UMKC FOUNDATION PAID THE FOLLOWING ITEMS WITH RESPECT TO ITS PRIOR PRESIDENT, STEVEN NORRIS: $38,250 IN RETIREMENT PLAN CONTRIBUTIONS AND $38,000 IN A PERFORMANCE AWARD. THESE ITEMS WERE PAID PURSUANT TO HIS EMPLOYMENT AGREEMENT AS DETERMINED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD. FOR CALENDAR YEAR 2017, UMKC FOUNDATION PAID THE FOLLOWING ITEMS WITH RESPECT TO ITS INTERIM PRESIDENT, JAY WILSON: $9,563 IN RETIREMENT PLAN CONTRIBUTIONS AND $21,250 IN A PERFORMANCE AWARD. THESE ITEMS WERE PAID PURSUANT TO HIS EMPLOYMENT AGREEMENT AS DETERMINED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD. FOR CALENDAR YEAR 2017, UMKC FOUNDATION PAID THE FOLLOWING ITEMS WITH RESPECT TO ITS ASSISTANT VICE PRESIDENT, JEFF CHAPMAN: $9,563 IN RETIREMENT PLAN CONTRIBUTIONS AND $25,000 IN A PERFORMANCE AWARD. THESE ITEMS WERE PAID PURSUANT TO HIS EMPLOYMENT AGREEMENT AS DETERMINED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD. FOR CALENDAR YEAR 2017, UMKC FOUNDATION PAID THE FOLLOWING ITEMS WITH RESPECT TO ITS ASSISTANT VICE PRESIDENT, JENNIFER INGRAHAM: $16,763 IN RETIREMENT PLAN CONTRIBUTIONS AND $20,000 IN A PERFORMANCE AWARD. THESE ITEMS WERE PAID PURSUANT TO HER EMPLOYMENT AGREEMENT AS DETERMINED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $130,933 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 PRESIDENT'S 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. THE UMKC TRUSTEES HAVE THE ABILITY TO APPOINT A MEMBER TO THE BOARD OF THE FOUNDATION GIVEN THAT THEIR PRESIDENT SERVES AS A MEMBER OF THE UMKC FOUNDATION BOARD. |
| 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 REQUIRES MEMBERS TO REPORT CIRCUMSTANCES WHERE THERE IS A CONFLICT OF INTEREST AND ABSTAIN FROM VOTING. |
| 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. INTERESTED PARTIES MAY REQUEST THESE DOCUMENTS FROM JAY WILSON AT 816-235-2672. |
| FORM 990, PART XI, LINE 9: | NET TRANSFER FROM (TO) UMKC ENTITIES 26,240. WRITE-OFF OF PLEDGES RECEIVABLE -1,200. OTHER EXPENSE - RETURN OF GIFT -1,000,000. |
| 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. |
| FORM 990, PART IV, LINE 34 | THE UMKC FOUNDATION ENGAGED IN THE FOLLOWING TRANSACTIONS WITH THE CURATORS OF THE UNIVERSITY OF MISSOURI AND THE UNIVERSITY OF MISSOURI-KANSAS CITY (HEREINAFTER COLLECTIVELY REFERRED TO AS "UMKC") DURING THE PERIOD REPORTED. THE TRANSACTIONS WERE: GRANTS TO UMKC $1,748,100; UMKC PAID TO THE FOUNDATION $2,000,000 FOR SERVICES RENDERED BY THE FOUNDATION, AND THE FOUNDATION REIMBURSED TO UMKC $2,628,475 FOR THE USE OF LEASED EMPLOYEES. FURTHERMORE, THE FOUNDATION ALSO RECEIVES A MANAGEMENT FEE ON NON-ENDOWED FUNDS RELATED TO SEVERAL CONSTITUENT ORGANIZATIONS. UMKC FOUNDATION HAD FOURTEEN EMPLOYEES OF ITS OWN AT THE END OF THE FISCAL YEAR THAT WERE NOT LEASED FROM UMKC. EMPLOYEES LEASED FROM UMKC ARE REPORTED AS EMPLOYEES OF THE FOUNDATION WITH RESPECT TO THEIR SALARY EXPENSE, ON FORM 990 PURSUANT TO FORM 990 INSTRUCTIONS. |
| FORM 990 ELECTION | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION UMKC FOUNDATION 202 ADMIN CENTER, 5100 ROCKHILL ROAD KANSAS CITY, MO 64110-2499 EMPLOYER IDENTIFICATION NUMBER: 26-0840496 FOR THE YEAR ENDING JUNE 30, 2018 UMKC FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). |
| FORM 990 PARTS VIII, IX, & X | THE AUDITED FINANCIAL STATEMENTS OF UMKC FOUNDATION INCLUDE THE ACTIVITY OF UMKC RESEARCH FOUNDATION, A SEPARATE ORGANIZATION. ALL ACTIVITY FROM THE RESEARCH FOUNDATION HAS BEEN OMITTED FROM THE UMKC FOUNDATION FORM 990 (REFER TO PARTS VIII, IX, & X) SINCE THE RESEARCH FOUNDATION REPORTS ITS ACTIVITY ON THEIR SEPARATELY FILED FORM 990. PLEASE REFER TO THE AUDITED FINANCIAL STATEMENTS OF UMKC FOUNDATION FOR THE YEAR ENDED 6/30/2018 AS WELL AS FORM 990, SCHEDULE D, PARTS XI & XII FOR ADDITIONAL INFORMATION. |
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 & EDUCATION OF DISEASES OF THE EYE AND THE PREVENTION OF BLINDNESS | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UMKC RESEARCH FOUNDATION | ||
| L | $0 | FMV |
| UMKC RESEARCH FOUNDATION | ||
| O | $0 | FMV |
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