UNIVERSITY OF MISSOURI MEDICAL SCHOOL FOUNDATION INCORPORATED: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF MISSOURI MEDICAL SCHOOL FOUNDATION INCORPORATED (EIN 43-6036792)
Tax period
2017-04-01 to 2018-03-31
Filed
2018-09-12
IRS object ID
201842559349300849
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-09-12T13:35:41-05:00ReturnTs
Tax Period End2018-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431126847PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS-KEEPERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12005 WEST BROADWAY SUITE 100AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65203ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436036792EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE UNIVERSITY OF MISSOURI - COLUMBIABusinessNameLine1Txt
Business Name Line2MEDICAL SCHOOL FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone5738828010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MA 212 MEDICAL SCIENCES BUILDINGAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARLA LAMPPPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5738828010PhoneNum
Signature2018-09-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEIDI A CHICKPreparerPersonNm
PTINP00043945PTIN
Phone5734426171PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.106.53.94IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-10IPDt
IP Tm15:33:34IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id52356ACBAA7F4AD479353D8443FEE31F7E95E23FAtSubmissionCreationDeviceId
At Submission Filing Device Id66D32E069256C2DC0F65ADABC1C7FBF27E145AFBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerR WADE SCHONDELMEYER MPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MA 212 MEDICAL SCIENCES BUILDINGAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65212ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$295,013GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION PROMOTES AND FURTHERS MEDICAL EDUCATION AT THE UMC MEDICAL SCHOOL AND PROVIDES SUPPORT IN THE FORM OF STUDENT LOANS, SCHOLARSHIPS AND OTHER RELATED ACTIVITES AND FUNCTIONS.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$76,213PYContributionsGrantsAmt
CY Contributions Grants$127,987CYContributionsGrantsAmt
PY Program Service Revenue$8,025PYProgramServiceRevenueAmt
CY Program Service Revenue$6,160CYProgramServiceRevenueAmt
PY Investment Income$231,187PYInvestmentIncomeAmt
CY Investment Income$154,204CYInvestmentIncomeAmt
PY Other Revenue-$3,055PYOtherRevenueAmt
CY Other Revenue$1,878CYOtherRevenueAmt
PY Total Revenue$312,370PYTotalRevenueAmt
CY Total Revenue$290,229CYTotalRevenueAmt
PY Grants And Similar Paid$78,149PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$107,693CYGrantsAndSimilarPaidAmt
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$0CYTotalFundraisingExpenseAmt
PY Other Expenses$88,915PYOtherExpensesAmt
CY Other Expenses$72,408CYOtherExpensesAmt
PY Total Expenses$167,064PYTotalExpensesAmt
CY Total Expenses$180,101CYTotalExpensesAmt
PY Revenues Less Expenses$145,306PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$110,128CYRevenuesLessExpensesAmt
Total Assets BOY$4,198,503TotalAssetsBOYAmt
Total Assets EOY$4,412,679TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,198,503NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,412,679NetAssetsOrFundBalancesEOYAmt
MissionTHE UNIVERSITY OF MISSOURI-COLUMBIA MEDICAL SCHOOL FOUNDATION, INC. IS FORMED FOR THE PURPOSE OF PROMOTING AND FURTHERING MEDICAL EDUCATION IN THE STATE OF MISSOURI AND SPECIFICALLY AT THE SCHOOL OF MEDICINE OF THE UNIVERSITY OF MISSOURI-COLUMBIA CAMPUS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$163,765ExpenseAmt
Grant$107,693GrantAmt
Revenue$6,160RevenueAmt
DescTHE UNIVERSITY OF MISSOURI-COLUMBIA MEDICAL SCHOOL FOUNDATION, INC. PROMOTES AND FURTHERS MEDICAL EDUCATION AT THE UMC MEDICAL SCHOOL. THE FOUNDATION PROVIDES SUPPORT MAINLY THROUGH LOANS, SCHOLARSHIPS AND OTHER RELATED ACTIVITIES PERTAINING TO MEDICAL EDUCATION AND HEALTH CARE RELATED ACTIVITIES AND FUNCTIONS.Desc
Total Program Service Expenses$163,765TotalProgramServiceExpensesAmt
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 Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
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 Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JANICE JANSSENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5738828010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MA210 HEALTH SCIENCES CTR - DC01800AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65212ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
R WADE SCHONDELMEYER MD
PRESIDENT0.50Yes (X)Yes (X)$0$0$0
SID BELSHE MD
VICE PRESIDENT0.10Yes (X)Yes (X)$0$0$0
TED GROSHONG MD
SECRETARY0.10Yes (X)Yes (X)$0$0$0
STEVE DANIELS MD
TREASURER0.10Yes (X)Yes (X)$0$0$0
EARL C BEEKS JR MD
BOARD MEMBER0.10Yes (X)$0$0$0
ROBERT F CHEEK MD
BOARD MEMBER0.10Yes (X)$0$0$0
MARY DOHRMANN MD
BOARD MEMBER0.10Yes (X)$0$0$0
JOHN DUFF MD
BOARD MEMBER0.10Yes (X)$0$0$0
CARLA DYER MD
BOARD MEMBER0.10Yes (X)$0$0$0
VICTORIA GUNN MD
BOARD MEMBER0.10Yes (X)$0$0$0
JOHN C HAGAN III MD
BOARD MEMBER0.10Yes (X)$0$0$0
TIM HARLAN
BOARD MEMBER0.10Yes (X)$0$0$0
JOEL T JEFFRIES MD
BOARD MEMBER0.10Yes (X)$0$0$0
DAVID KELLER
BOARD MEMBER0.10Yes (X)$0$0$0
NABILA KHALEEL MD
BOARD MEMBER0.10Yes (X)$0$0$0
PHILIP MITCHELL MD
BOARD MEMBER0.10Yes (X)$0$0$0
MATTHEW SMITH MD
BOARD MEMBER0.10Yes (X)$0$0$0
EDWARD D ROBERTSON JR
BOARD MEMBER0.10Yes (X)$0$0$0
GARTH RUSSELL MD
BOARD MEMBER0.10Yes (X)$0$0$0
STEVE SMITH MD
BOARD MEMBER0.10Yes (X)$0$0$0
PATRICE DELAFONTAINE MD
BOARD MEMBER0.10Yes (X)$0$0$0
TAJUDEEN SOYOYE MD
BOARD MEMBER0.10Yes (X)$0$0$0
KELVIN L WALLS MD
BOARD MEMBER0.10Yes (X)$0$0$0
MARLA LAMPP
EXECUTIVE VICE PRESIDENT5.00Yes (X)$17,340$0$5,209
FieldValueIRS element (for citing)
Total Reportable Comp From Org$17,340TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$5,209TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$127,987AllOtherContributionsAmt
Total Contributions$127,987TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescINTEREST-STUDENT LOANSDesc
Business522200BusinessCd
Total Revenue Column$6,160TotalRevenueColumnAmt
Related Or Exempt Func Income$6,160RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,160TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,661TotalRevenueColumnAmt
Exclusion$40,661ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$113,543SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$113,543SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$113,543TotalRevenueColumnAmt
Exclusion$113,543ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$6,662FundraisingGrossIncomeAmt
Fundraising Direct Expenses$4,784FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,878TotalRevenueColumnAmt
Exclusion$1,878ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$290,229TotalRevenueColumnAmt
Related Or Exempt Func Income$6,160RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$156,082ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$31,119TotalAmt
Program Services$31,119ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$76,574TotalAmt
Program Services$76,574ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,795TotalAmt
Management And General$12,795ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$882TotalAmt
Program Services$837ProgramServicesAmt
Management And General$45ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,699TotalAmt
Program Services$6,699ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,994TotalAmt
Program Services$1,994ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
STUDENT ACTIVITIES$24,374$24,374
MEDZOU CLINIC EXPENSES$14,443$14,443
RECOGNITION EXPENSE$6,962$6,962
OTHER EXPENSES$4,259$763$3,496

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$180,101TotalAmt
Program Services$163,765ProgramServicesAmt
Management And General$16,336ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$832,933BOYAmt
EOY$806,434EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$625,036BOYAmt
EOY$600,607EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,499,946BOYAmt
EOY$2,729,073EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$240,588BOYAmt
EOY$276,565EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,198,503BOYAmt
EOY$4,412,679EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$645,127BOYAmt
EOY$618,516EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$3,553,376BOYAmt
EOY$3,794,163EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,198,503BOYAmt
EOY$4,412,679EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,198,503BOYAmt
EOY$4,412,679EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$110,128ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$104,048NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
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 Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$149,311CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$118,141CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$109,390CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,213CurrentTaxYearMinus1YearAmt
Current Tax Year$127,987CurrentTaxYearAmt
Total$581,042TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,300CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,550CurrentTaxYearMinus1YearAmt
Current Tax Year$25,310CurrentTaxYearAmt
Total$95,160TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$160,811CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$133,441CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$134,890CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$93,763CurrentTaxYearMinus1YearAmt
Current Tax Year$153,297CurrentTaxYearAmt
Total$676,202TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$50,016SubstantialContributorsTotAmt
Public Support Total170$626,186PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,373CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,330CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,814CurrentTaxYearMinus1YearAmt
Current Tax Year$40,661CurrentTaxYearAmt
Total$198,588TotalAmt
FieldValueIRS element (for citing)
Total Support$874,790TotalSupportAmt
Gross Receipts Rltd Activities$72,737GrossReceiptsRltdActivitiesAmt
Public Support CY1700.71580PublicSupportCY170Pct
Public Support PY1700.72920PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,666,727BeginningYearBalanceAmt
Contributions$6,050ContributionsAmt
Investment Earnings Or Losses$249,500InvestmentEarningsOrLossesAmt
Grants Or Scholarships$43,398GrantsOrScholarshipsAmt
Other Expenditures$9,580OtherExpendituresAmt
Administrative Expenses$2AdministrativeExpensesAmt
End Year Balance$2,869,296EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,417,539BeginningYearBalanceAmt
Contributions$7,515ContributionsAmt
Investment Earnings Or Losses$287,465InvestmentEarningsOrLossesAmt
Grants Or Scholarships$45,230GrantsOrScholarshipsAmt
Other Expenditures$560OtherExpendituresAmt
Administrative Expenses$2AdministrativeExpensesAmt
End Year Balance$2,666,727EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,552,769BeginningYearBalanceAmt
Contributions$14,795ContributionsAmt
Investment Earnings Or Losses-$39,398InvestmentEarningsOrLossesAmt
Grants Or Scholarships$47,006GrantsOrScholarshipsAmt
Other Expenditures$63,618OtherExpendituresAmt
Administrative Expenses$3AdministrativeExpensesAmt
End Year Balance$2,417,539EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,494,500BeginningYearBalanceAmt
Contributions$12,390ContributionsAmt
Investment Earnings Or Losses$103,953InvestmentEarningsOrLossesAmt
Grants Or Scholarships$57,700GrantsOrScholarshipsAmt
Other Expenditures$372OtherExpendituresAmt
Administrative Expenses$2AdministrativeExpensesAmt
End Year Balance$2,552,769EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,347,824BeginningYearBalanceAmt
Contributions$46,145ContributionsAmt
Investment Earnings Or Losses$261,732InvestmentEarningsOrLossesAmt
Grants Or Scholarships$33,125GrantsOrScholarshipsAmt
Other Expenditures$128,073OtherExpendituresAmt
Administrative Expenses$3AdministrativeExpensesAmt
End Year Balance$2,494,500EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.22160BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.77840PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescUNIV OF MISSOURI POOLED ENDOWMENT FUNDDesc
Book Value$2,729,073BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,729,073TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescSTUDENT LOANSDesc
Book Value$276,565BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$276,565TotalBookValueProgramRltdAmt
Total Rev Etc Audited Fincl Stmt$399,061TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$104,048NetUnrealizedGainsInvstAmt
Other Revenue$4,784OtherRevenueAmt
Revenue Not Reported$108,832RevenueNotReportedAmt
Revenue Subtotal$290,229RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$290,229TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$184,885TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$4,784OtherExpensesIncludedAmt
Expenses Not Reported$4,784ExpensesNotReportedAmt
Expenses Subtotal$180,101ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$180,101TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INCOME FROM ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS FOR MEDICAL STUDENTS AND PROGRAMS RELATING TO EDUCATION AND RESEARCH AT THE UNIVERSITY OF MISSOURI MEDICAL SCHOOL, COLUMBIA.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 4,784.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 4,784.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF MISSOURI-COLUMBIA SCHOOL OF MEDICINEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE HOSPITAL DRIVEAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65212ZIPCd
FieldValueIRS element (for citing)
Recipient EIN436003859RecipientEIN
Cash Grant$31,119CashGrantAmt
Purpose Of GrantGENERAL SUPPORT FOR THE RESEARCH AND TRANSFERS TO THE UNIVERSITY FOR STUDENT PROGRAMSPurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS FOR MEDICAL EDUCATIONGrantTypeTxt
Recipient55RecipientCnt
Cash Grant$76,574CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION HAS AN AGREEMENT WITH THE CURATORS OF THE UNIVERSITY OF MISSOURI WHEREBY THE UNIVERSITY SERVICES THE MEDICAL SCHOOL FOUNDATION'S LOANS AND SCHOLARSHIPS THROUGH THE UNIVERSITY'S STUDENT FINANCIAL AID OFFICE. SCHOLARSHIPS ARE AWARDED BY A SCHOLARSHIP COMMITTEE AFTER SCREENING OF APPLICANTS BY THE FINANCIAL AID OFFICE IN ACCORDANCE WITH RESTRICTIONS ESTABLISHED BY DONORS. MEDICAL SCHOOL FOUNDATION LOAN PROCEDURES ARE THE SAME AS FOR REGULAR STUDENT LOANS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARLA LAMPPPersonNm
TitleEXECUTIVE VICE PRESIDENTTitleTxt
Base Compensation Filing Org$17,340BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$5,209NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$22,549TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART II, COLUMN B & COLUMN DFormAndLineReferenceDesc
ExplanationAMOUNTS REPORTED IN PART II, COLUMN B AND COLUMN D REPRESENT COMPENSATION PAID BY THE UNIVERSITY OF MISSOURI, AN UNRELATED ORGANIZATION, FOR SERVICES PROVIDED TO THE MEDICAL SCHOOL FOUNDATION BY MARLA LAMPP IN HER CAPACITY AS THE EXECUTIVE VICE-PRESIDENT. THE UNIVERSITY OF MISSOURI INCLUDES SUCH AMOUNTS IN THE W-2 ISSUED TO HER. IN ADDITION, AS AN EMPLOYEE OF THE UNIVERSITY OF MISSOURI, SHE PARTICIPATES IN THE UNIVERSITY OF MISSOURI RETIREMENT PLAN. HOWEVER, THE MEDICAL SCHOOL FOUNDATION IS NOT PROVIDED THE DETAIL OF HER EMPLOYER-PROVIDED BENEFITS. THEREFORE, THE AMOUNT OF RETIREMENT PLAN CONTRIBUTIONS MADE BY HER EMPLOYER IS INCLUDED WITH OTHER NONTAXABLE BENEFITS IN PART II, COLUMN D.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE ACCOUNTANT MANAGER REVIEWS A DRAFT OF FORM 990 AND OBTAINS MISSING INFORMATION. THE EXECUTIVE DIRECTOR AND THE BOARD REVIEW FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT CURRENTLY HAVE A CONFLICT OF INTEREST POLICY.
FORM 990, PART XII, LINE 1THE FOUNDATION PREPARES ITS FINANCIAL STATEMENTS ON THE MODIFIED CASH BASIS OF ACCOUNTING.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ACADEMY OF POST GRADUATE HEALTH CARE EDUCATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MA210 HEALTH SCIENCES CENTERAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65212ZIPCd
FieldValueIRS element (for citing)
EIN431682002EIN
Primary ActivitiesMEDICAL EDUCATIONAL PROGRAMSPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 5PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE UNIVERSITY OF MISSOURI-COLUMBIA MEDICAL SCHOOL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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