2019-05-10T14:47:04-05:00 2018-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2017-07-01 440545280 KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES % JOSEPH MASSMAN KANS 8166547000 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 MARC HAHN PRESIDENT 8166547100 2019-05-15 true Michael J Engle P00482834 8162216300 167.68.126.162 43372220191305000010 2019-05-10 P 3FC9EFFABEED0D212CAE4C9B84B4434B88FC6471 67F1221570CB0498B58445783EEBE74F47EF6DD1 2017 2019-02-21 02:37:17Z MARC HAHN 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 166896031 false X WWW.KCUMB.EDU X 1916 MO KCU IS A COMMUNITY OF PROFESSIONALS COMMITTED TO EXCELLENCE IN THE EDUCATION OF HIGHLY QUALIFIED STUDENTS IN OSTEOPATHIC MEDICINE, BIOSCIENCES, BIOETHICS & HEALTH PROFESSIONS. 16 16 625 16 0 42409 13619224 7442123 51013475 61499571 1504549 10347145 543611 969027 66680859 80257866 2455138 2410041 0 0 29785857 35453345 47704 32000 2750925 22972641 26214059 55261340 64109445 11419519 16148421 266445586 274633119 69063039 67176471 197382547 207456648 X SEE SCHEDULE O false false 48586001 2376221 58572077 THE UNIVERSITY EDUCATES DOCTORS OF OSTEOPATHIC MEDICINE. OUR FOUR YEAR INTEGRATED CURRICULUM EMPHASIZES BOTH THE BASIC SCIENCES AND CLINICAL SKILLS. 4514339 33820 3896521 THE UNIVERSITY'S GRADUATE SCHOOL OFFERS A MASTER'S LEVEL DEGREE IN BIOMEDICAL SCIENCES. THE BIOMEDICAL SCIENCES PROGRAM INCLUDES BOTH A ONE YEAR AND A TWO-YEAR DEGREE PROGRAM (RESEARCH TRACK). 53100340 true true false false false false false false false true true false false false true false false true true false true false false true false false false true true true true false false false false false false false false false false false false false false false true true false false false true 366 0 true 625 true false false false false false false false false false false X 16 16 true false false false false false false true true false false true true true true true true true true false MO X JOSEPH MASSMAN 8166547100 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 X KEVIN D KAUFMAN BOARD TRUSTEE 1.0 0.0 X 0 0 0 RONALD A SLEPITZA PHD BOARD TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 JOHN M PARRY BOARD TRUSTEE/TREASURER 1.0 0.0 X X 0 0 0 JOHN P SMITH DO BOARD TRUSTEE/CHAIR 1.0 0.0 X X 0 0 0 MARSHALL D WALKER DO BOARD TRUSTEE 1.0 0.0 X X 10875 0 0 BRUCE R WILLIAMS DO BOARD TRUSTEE 1.0 0.0 X 2207 0 0 SHERIDAN Y WOOD BOARD TRUSTEE 1.0 0.0 X 0 0 0 SHEILAHN DAVIS-WYATT BOARD TRUSTEE 1.0 0.0 X 0 0 0 DANIEL J HAAKE BOARD TRUSTEE 1.0 0.0 X 0 0 0 JOEL M FEDER DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 HOWARD I KESSELHEIM DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 KEVIN J HICKS BOARD TRUSTEE 1.0 0.0 X 0 0 0 EUGENE OLIVERI DO BOARD TRUSTEE/VICE CHAIR 1.0 0.0 X X 0 0 0 CAMERON D KNACKSTEDT DO BOARD TRUSTEE 1.0 0.0 X 8000 0 0 ROBERT MCNAB DO BOARD TRUSTEE 1.0 0.0 X 667 0 0 NATHAN S HALL DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 KEVIN LOCKETT BOARD TRUSTEE 1.0 0.0 X 0 0 0 LEONARD CALABRESE BOARD TRUSTEE 1.0 0.0 X 0 0 0 EDWARD ENYEART BOARD TRUSTEE 1.0 0.0 X 0 0 0 MARC HAHN PRESIDENT AND CEO 40.0 1.0 X 779331 0 177667 JOE MASSMAN EVP/CFO/COO 40.0 1.0 X 511579 0 148147 ED O'CONNOR EVP ACADEMIC &RESEARCH/PROVOST 40.0 0.0 X 272419 0 12509 PAULA GREGORY DEAN 40.0 0.0 X 299665 0 34425 DARRIN D'AGOSTINO EXECUTIVE DEAN 40.0 0.0 X 314053 0 22058 G MICHAEL JOHNSTON CAMPUS DEAN 40.0 0.0 X 290026 0 45397 WILLIAM COX ASSOCIATE DEAN 40.0 0.0 X 261691 0 55571 KEVIN TREFFER PROFESSOR/DEPT CHAIR 40.0 0.0 X 252700 0 45520 GAUTAM DESAI PROFESSOR 40.0 0.0 X 240016 0 33835 ANNE VANGARSSE ASSISTANT DEAN/DEPT CHAIR 40.0 0.0 X 237840 0 57110 JANIS COFFIN PROFESSOR 40.0 0.0 X 241349 0 37654 BRUCE DUBIN EVP ACADEMIC AFFAIRS/PROVOST 0.0 0.0 X 423013 0 0 4145431 0 669893 70 true true false JE DUNN 1001 LOCUST KANSAS CITY MO 64106 CONSTRUCTION 11185373 CONFERENCE TECHNOLOGIES 11653 ADIE ROAD MARYLAND HEIGHTS MO 63043 IT SOLUTIONS 2976202 UNION RESTAURANTS LLC 10220 W 87TH ST OVERLAND PARK KS 66212 FOOD SERVICES 867928 CENTRAL INDUSTRIAL SHEET METAL WORK 1615 W 9TH ST KANSAS CITY MO 64101 CONSTRUCTION 570417 KAPLAN HIGHER EDUCATION CORP PO BOX 203969 DALLAS TX 75320 EXAM PREP SOFTWARE 549094 33 7442123 7442123 Clinical Revenues 621110 369209 369209 Student Fees & Revenue 611600 61130362 61130362 61499571 2443278 2443278 0 0 0 0 0 94315618 35262 86447013 7868605 35262 7903867 7903867 0 0 0 0 0 0 202786 191152 11634 11634 CAFETERIA & VENDING 611710 555560 555560 OPTI INCOME 900099 221166 221166 All Other Misc Revenue 900099 180667 180667 180667 180667 957393 80257866 62468598 10347145 219000 219000 2191041 2191041 0 0 3161081 1295573 1865508 0 25045921 22747167 1118629 1180125 1760033 1557787 124799 77447 3713582 3171945 349691 191946 1772728 1544572 158179 69977 0 420746 315560 84149 21037 108971 108971 0 32000 32000 92717 92717 3310364 2662290 411385 236689 318782 224845 37054 56883 884130 750802 96562 36766 1379130 1313001 52903 13226 0 1878740 1413310 372344 93086 378780 295362 54177 29241 0 0 1690280 1690280 0 6602660 4951995 1320532 330133 666386 499790 133277 33319 EDUCATION 5497494 5497494 DUES & SUBSCRIPTIONS 351564 301061 44365 6138 LIBRARY PERIODICALS&DATABASES 861230 861230 _ 0 1772085 1193798 235375 342912 64109445 53100340 8258180 2750925 0 0 29971035 45359927 738798 2797353 253186 653346 0 0 0 0 0 0 40257 300501 1772854 2305786 153569571 43453672 108441278 110115899 111772885 101040569 0 0 2901577 2448325 0 0 10553716 9611413 266445586 274633119 11977539 11420925 0 0 10819443 10689768 43096616 42041909 0 0 0 0 0 0 0 0 3169441 3023869 69063039 67176471 X 179363007 188144902 9807778 11142213 8211762 8169533 197382547 207456648 266445586 274633119 16148421 -6074320 X false true X true true true X 17797576 182951 1368413 130892 9957 19208091 16048120 437867 1880398 549474 19335 17797576 16476904 531542 -431247 510593 18486 16048120 16844056 253007 -152092 448618 19449 16476904 11272009 4243678 1915009 544445 42195 16844056 0.53100 0.35180 0.11720 false false 55187 14810202 14865389 107075843 26214028 80861815 22953551 13348171 9605380 8674788 3891473 4783315 110115899 0 REFUNDABLE GOVT LOAN PROGRAMS 2945903 CRAT PAYABLE 77966 3023869 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND IS USED PRIMARILY FOR STUDENT SCHOLARSHIPS. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE POLICY IS POSTED IN THE STUDENT HANDBOOK AT WWW.KCUMB.EDU WHICH IS OPEN TO ALL PUBLIC TO REVIEW. SCHEDULE E, PART I, LINE 6A THE ORGANIZATION RECEIVES GOVERNMENT GRANTS TO FURTHER ITS EXEMPT PURPOSE. true SUB-SAHARAN AFRICA Program Services SEE PART IV 12677 Central America and the Caribbean Program Services SEE PART IV 13516 26193 26193 false false false false false false SCHEDULE F, PART I, LINE 2 REPRESENTATIVES FROM THE UNIVERSITY TRAVEL AND PARTICIPATE IN PROGRAMS IN WHICH FUNDS ARE GRANTED OUTSIDE OF THE UNITED STATES. SCHEDULE F, PART I, LINE 3 AS PART OF ITS GLOBAL MEDICINE PROGRAM, THE UNIVERSITY ENGAGES IN SEVERAL MEDICAL MISSION TRIPS THROUGHOUT THE YEAR. THESE TRIPS ARE A CENTRAL COMPONENT TO THE EDUCATION OF MEDICAL STUDENTS IN THE GLOBAL TRACK AND PROVIDE OPPORTUNITIES FOR FACULTY TO TRAIN STUDENTS THROUGH EXPERIENTIAL DELIVERY OF HEALTHCARE SERVICES TO MEDICALLY UNDERSERVED POPULATIONS IN A WIDE RANGE OF ENVIRONMENTS. X X X X X X X true WILSON-BENNETT TECHNOLOGY PHONE-A- THON false 109953 32000 77953 109953 32000 77953 true DERON CHERRY CHARITABLE FOUNDATION 18106 EAST FALL DRIVE INDEPENDENCE MO 64055 815399361 501(C)(3) 25000 OPERATIONS UNIVERSITY OF MISSOURI - KANSAS CITY PO BOX 805111 KANSAS CITY MO 64180 436003859 501(C)(3) 25000 OPERATIONS CIVIC COUNCIL OF GREATER KANSAS CITY 1200 MAIN STREET SUITE 230 KANSAS CITY MO 64105 430822397 501(C)(4) 20000 OPERATIONS KANSAS CITY AREA DEVELOPMENT COUNCIL 30 W PERSHING RD SUITE 200 KANSAS CITY MO 64108 431852671 501(C)(6) 10000 OPERATIONS CENTER FOR PRACTICAL BIOETHICS 1111 MAIN ST STE 500 KANSAS CITY MO 64105 480985815 501(C)(3) 10000 OPERATIONS KANSAS CITY CARE CLINIC 3515 BROADWAY KANSAS CITY MO 64111 430967292 501(C)(3) 10000 OPERATIONS ROCKHURST UNIVERSITY 1100 ROCKHURST ROAD KANSAS CITY MO 64110 440545813 501(C)(3) 10000 OPERATIONS THE LEUKEMIA & LYMPHOMA SOCIETY 6811 SHAWNEE MISSION PKWY STE 202 SHAWNEE MISSION KS 66202 135644916 501(C)(3) 10000 OPERATIONS AMERICAN OSTEOPATHIC FOUNDATION 142 EAST ONTARIO STREET SUITE 1450 CHICAGO IL 60611 366056120 501(C)(3) 8000 OPERATIONS MISSISSIPPI OSTEOPATHIC MEDICAL ASSOCIATION PO BOX 110 BIENVILLE LA 71008 640668464 501(C)(6) 8000 OPERATIONS BIONEXUS KC 30 WEST PERSHING RD STE 210 KANSAS CITY MO 64108 431889037 501(C)(3) 55000 OPERATIONS GREATER KANSAS CITY CHAMBER OF COMMERCE 30 WEST PERSHING RD STE 301 KANSAS CITY MO 64108 440196840 501(C)(3) 28000 OPERATIONS 9 3 SCHOLARSHIPS 320 2186626 DENTAL/VISION VOUCHERS 8 4415 SCHEDULE I, PART I, LINE 2 GRANTS GIVEN TO OTHER ORGANIZATIONS ARE TO FURTHER EDUCATION, HEALTHCARE AND ECONOMIC DEVELOPMENT IN THE AREAS SURROUNDING THE ORGANIZATION. ALL GRANTS ARE GIVEN TO ORGANIZATIONS WITH BOARDS CONSISTING OF CIVIC, PHILANTHROPIC AND BUSINESS LEADERS WHO MONITOR THE USE OF GRANTS AND ENSURE THEY'RE USED FOR PROPER PURPOSES. SCHOLARSHIPS TO STUDENTS ARE APPLIED DIRECTLY TOWARDS THE STUDENT'S ACCOUNTS TO OFFSET TUITION COSTS TO ENSURE THAT SCHOLARSHIPS ARE USED ONLY FOR STUDENT EDUCATIONAL PURPOSES. X true true X X X X X X true true false false false false false false false MARC HAHN PRESIDENT AND CEO 632539 0 93508 0 53284 0 155139 0 22528 0 956998 0 0 0 JOE MASSMAN EVP/CFO/COO 434675 0 65564 0 11340 0 115729 0 32418 0 659726 0 0 0 BRUCE DUBIN EVP ACADEMIC AFFAIRS/PROVOST 0 0 0 0 423013 0 0 0 0 0 423013 0 0 0 ED O'CONNOR EVP ACADEMIC &RESEARCH/PROVOST 251286 0 12938 0 8195 0 0 0 12509 0 284928 0 0 0 PAULA GREGORY DEAN 293924 0 0 0 5741 0 14682 0 19743 0 334090 0 0 0 WILLIAM COX ASSOCIATE DEAN 234824 0 0 0 26867 0 26496 0 29075 0 317262 0 0 0 KEVIN TREFFER PROFESSOR/DEPT CHAIR 241529 0 0 0 11171 0 24549 0 20971 0 298220 0 0 0 GAUTAM DESAI PROFESSOR 237954 0 0 0 2062 0 23443 0 10392 0 273851 0 0 0 ANNE VANGARSSE ASSISTANT DEAN/DEPT CHAIR 236428 0 0 0 1412 0 24568 0 32542 0 294950 0 0 0 DARRIN D'AGOSTINO EXECUTIVE DEAN 294550 0 10411 0 9092 0 0 0 22058 0 336111 0 0 0 G MICHAEL JOHNSTON CAMPUS DEAN 283527 0 0 0 6499 0 26241 0 19156 0 335423 0 0 0 JANIS COFFIN PROFESSOR 239241 0 0 0 2108 0 9413 0 28241 0 279003 0 0 0 SCHEDULE J, PART I, LINE 1A $605 WAS PAID FOR SPOUSAL ATTENDANCE AT VARIOUS MEDICAL CONFERENCES THROUGHOUT THE YEAR AND WAS TREATED AS TAXABLE WAGES TO THE PRESIDENT. SCHEDULE J, PART I, LINE 4A $423,013 WAS PAID TO BRUCE DUBIN PURSUANT TO A SEPARATION AGREEMENT. SCHEDULE J, PART I, LINE 4B THE PRESIDENT/CEO AND THE EVP/CFO/COO PARTICIPATE IN A LONG TERM EXECUTIVE COMPENSATION AGREEMENT WITH PAYMENTS PURSUANT TO CERTAIN TERMS AND CONDITIONS, INCLUDING LONG TERM EMPLOYMENT. AMOUNTS ACCRUED IN 2017 WERE: MARC HAHN $128,139 AND JOSEPH MASSMAN $88,729. ACCRUED AMOUNTS MAY NEVER BE PAID DUE TO THE INHERENT UNCERTAINTIES RELATED TO THE TERMS AND CONDITIONS OF THE PLAN. A NOTE IN PART VI 431178966 60636AHJ5 2013-12-19 25144334 NOTE IN PART VI false false false B NOTE IN PART VI 431178966 60636ANP4 2017-02-02 20261919 NOTE IN PART VI false false false A 3250000 0 25158106 0 0 0 93750 0 0 18609891 6454465 0 2015 true false true true B 0 0 20266043 0 534260 0 251649 0 0 19480135 0 0 2017 false false true true A false false true true false 0 false false false true B false false false false 0 false false false true A false true false false 0 false 0 false true B false true false false 0 false 0 false true A true B true PART I, LINE A, COLUMN A Health and Educational Facilities Authority of the State of Missouri. PART I, LINE A, COLUMN F Finance educational facilities and equipment and refund Series 2001 Bonds (originally issued 8/30/2001). PART I, LINE B, COLUMN A Health and Educational Facilities Authority of the State of Missouri. PART I, LINE B, COLUMN F Finance educational facilities and equipment. PART II, COLUMN A, LINE 3 Total proceeds do not equal issue price listed in Part I, Column (e) due to investment earnings earned during the project period. PART II, COLUMN A, LINE 11 Amount of Bond proceeds used to refund the Series 2001 Bonds. PART II, COLUMN B, LINE 3 Total proceeds do not equal issue price listed in Part I, Column (e) due to investment earnings earned during the project period. PART III, COLUMN A THESE QUESTIONS HAVE BEEN COMPLETED FOR THE PROJECT FINANCED BY THE NEW MONEY PORTION OF THE BONDS. THE SERIES 2001 BONDS WERE ISSUED PRIOR TO JANUARY 1, 2003, AND AS A RESULT, THIS SECTION HAS NOT BEEN COMPLETED FOR THE PROJECTS FINANCED OR REFINANCED BY THE SERIES 2001 BONDS. PART IV, COLUMN A, LINE 2(C) THE FIRST INSTALLMENT COMPUTATION WAS COMPLETED AS OF 12/1/2016. PART IV, COLUMN B, LINE 2(C) The first installment computation was completed as of 12/1/2017. FORM 990, PART III, LINE 1 KCU IS A COMMUNITY OF PROFESSIONALS COMMITTED TO EXCELLENCE IN THE EDUCATION OF HIGHLY QUALIFIED STUDENTS IN OSTEOPATHIC MEDICINE, THE BIOSCIENCES, BIOETHICS AND HEALTH PROFESSIONS. THROUGH LIFE-LONG LEARNING, RESEARCH AND SERVICE, KCU CHALLENGES FACULTY, STAFF, STUDENTS AND ALUMNI TO IMPROVE THE WELL BEING OF THE DIVERSE COMMUNITY IT SERVES. FORM 990, PART VI, SECTION A, LINE 2 SHERIDAN Y. WOOD AND SHEILAHN DAVIS-WYATT HAVE A BUSINESS RELATIONSHIP. SHERIDAN Y. WOOD IS THE CEO OF KC CARE CLINIC AND SHEILAHN DAVIS-WYATT IS THE COO OF KC CARE CLINIC. FORM 990, PART VI, SECTION B, LINE 11B IT IS THE POLICY OF THE ORGANIZATION TO HAVE ITS AUDIT COMMITTEE CONDUCT A REVIEW OF THE FORM 990 DURING ITS PREPARATION BY AN OUTSIDE ACCOUNTANT WITH THE ASSISTANCE OF THE ORGANIZATION'S OFFICERS AND STAFF. FOR THE TAX YEAR BEING REPORTED, THE 990 WAS REVIEWED BY THE AUDIT COMMITTEE, EXECUTIVE OFFICERS AND MANAGEMENT AND A FINAL COPY WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS OUT A QUESTIONNAIRE TO TRUSTEES AND OFFICERS ON AN ANNUAL BASIS TO IDENTIFY POTENTIAL CONFLICTS. THE AUDIT COMMITTEE IS CHARGED WITH THE RESPONSIBILITY TO ENSURE THAT THE QUESTIONNAIRES ARE DISTRIBUTED, REVIEWED AND MONITORED. THE AUDIT COMMITTEE ALSO WILL ENSURE THAT THE ORGANIZATION COMPLIES WITH ITS CONFLICTS OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A & 15B THE ORGANIZATION COMPLIED WITH THE REBUTTABLE PRESUMPTION BECAUSE: (1) THERE WAS AN INDEPENDENT COMMITTEE REVIEW OF COMPENSATION; (2) COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT WAS OBTAINED AND REVIEWED BY THE COMMITTEE; AND (3) THE COMPENSATION DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 KCU MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. PORTIONS OF THE FINANCIAL STATEMENTS CONTAIN CONFIDENTIAL INFORMATION WHICH IS NOT DISCLOSED, BUT THE INFORMATION FROM THE STATEMENTS REGARDING INCOME, EXPENSE, AND ASSETS AND LIABILITIES IS REFLECTED IN PARTS VIII, IX AND X OF THIS FORM 990. INDEPENDENCE AVENUE DEVELOPMENT CO 1750 INDEPENDENCE AVE KANSAS CITY MO 64106 431848034 REAL ESTATE MO 501(C)(3) 12A KCU true CHARITABLE REMAINDER TRUST (3) CHARITABLE TR MO KCU TRUST true false false false false false false false false false false false false false true true false false true false