2015-04-15T14:54:35-05:00 2014-06-30 480958002 MILLER HAVILAND KETTER PC PA 1901 W 47TH PLACE SUITE 204 WESTWOOD KS 66205 990 2013-07-01 440546001 UMKC TRUSTEES UMKC 8162351590 5100 ROCKHILL ROAD KANSAS CITY MO 64110 RALPH D REID TREASURER, VICE CHAIR-FINANCE 8162351590 2015-04-16 1 CHARLES S HAVILAND P00009757 9134322727 2013 2016-03-07 17:11:31Z RALPH D REID 5100 ROCKHILL ROAD KANSAS CITY MO 64110 2919682 0 X N/A X 1950 MO PROMOTE & ADVANCE EXCELLENCE IN HIGHER EDUCATIONAL PROGRAMS AT UNIVERSITY OF MISSOURI-KANSAS CITY. 68 68 0 103 0 0 307670 339183 0 0 84525 112003 110453 190340 502648 641526 821344 474236 0 0 0 0 0 0 0 68165 100164 889509 574400 -386861 67126 6094634 6310771 162375 145533 5932259 6165238 TO ADD TO AND PROMOTE EXCELLENCE IN THE QUALITY OF THE HIGHER EDUCATIONAL PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. 0 0 553644 474236 ALL GRANTS AND ALLOCATIONS ARE USED TO ADD AND PROMOTE EXCELLENCE IN THE QUALITY OF HIGHER EDUCATION PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. 553644 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 68 68 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X ANDRY JOSWARA 8162352756 5100 ROCKHILL RD AC 333E KANSAS CITY MO 64110 MR STEPHEN D DUNN VICE CHAIR 1.00 X 0 0 0 MR B JOHN READEY III VICE CHAIR 1.00 X 0 0 0 MR JOEL VORAN VICE CHAIR 1.00 X 0 0 0 MR PATRICK J MCCOWN VICE CHAIR 1.00 X 0 0 0 MR PETER S LEVI VICE CHAIR 1.00 X 0 0 0 MR SCOTT M SMITH VICE CHAIR 1.00 X 0 0 0 MS DORANNE M HUDSON VICE CHAIR 1.00 X 0 0 0 MR JOHN F ANDERSON BOARD MEMBER 0.30 X 0 0 0 BRENDA TINNEN BOARD MEMBER 0.30 X 0 0 0 CHANCELLOR LEO E MORTON BOARD MEMBER 0.30 X 0 0 0 DR BRETT L FERGUSON BOARD MEMBER 0.30 X 0 0 0 DR GEORGE A RUSSELL BOARD MEMBER 0.30 X 0 0 0 DR MELINDA ESTES BOARD MEMBER 0.30 X 0 0 0 DR RICHARD D JOHNSON BOARD MEMBER 0.30 X 0 0 0 DR RICHARD E DAVIS SR BOARD MEMBER 0.30 X 0 0 0 DR ROBERT E PETERSON BOARD MEMBER 0.30 X 0 0 0 MR ALAN L ATTERBURY BOARD MEMBER 0.30 X 0 0 0 MR ARTHUR H STOUP BOARD MEMBER 0.30 X 0 0 0 MR BARRETT BRADY BOARD MEMBER 0.30 X 0 0 0 MR BERT BATES BOARD MEMBER 0.30 X 0 0 0 MR BERT BERKLEY BOARD MEMBER 0.30 X 0 0 0 MR BYRON C SHUTZ BOARD MEMBER 0.30 X 0 0 0 MR C PATRICK MCLARNEY BOARD MEMBER 0.30 X 0 0 0 MR CHANDLER MCCRAY BOARD MEMBER 0.30 X 0 0 0 MR CHARLES S SOSLAND BOARD MEMBER 0.30 X 0 0 0 MR DANNY O'NEILL BOARD MEMBER 0.30 X 0 0 0 MR DAVID B YOST BOARD MEMBER 0.30 X 0 0 0 MR DAVID F OLIVER BOARD MEMBER 0.30 X 0 0 0 MR DAVID H WESTBROOK BOARD MEMBER 0.30 X 0 0 0 MR DON WAGNER BOARD MEMBER 0.30 X 0 0 0 MR E FRANK ELLIS BOARD MEMBER 0.30 X 0 0 0 MR EDWARD F HONESTY JR BOARD MEMBER 0.30 X 0 0 0 MR G KENNETH BAUM BOARD MEMBER 0.30 X 0 0 0 MR GARY D FORSEE BOARD MEMBER 0.30 X 0 0 0 MR GREG M GRAVES BOARD MEMBER 0.30 X 0 0 0 MR H STEPHEN TALGE BOARD MEMBER 0.30 X 0 0 0 MR HENRY W BLOCH BOARD MEMBER 0.30 X 0 0 0 MR HUGH J ZIMMER BOARD MEMBER 0.30 X 0 0 0 MR J SCOTT FRANCIS BOARD MEMBER 0.30 X 0 0 0 MR JAMES A POLSINELLI BOARD MEMBER 0.30 X 0 0 0 MR JAMES A SANGSTER BOARD MEMBER 0.30 X 0 0 0 MR JERRY REECE BOARD MEMBER 0.30 X 0 0 0 MR JOHN J SHERMAN BOARD MEMBER 0.30 X 0 0 0 MR JOHN P MCMEEL BOARD MEMBER 0.30 X 0 0 0 MR JOHN W BLUFORD BOARD MEMBER 0.30 X 0 0 0 MR JOHN W CALLISON BOARD MEMBER 0.30 X 0 0 0 MR JONATHAN E BAUM BOARD MEMBER 0.30 X 0 0 0 MR KEITH COPAKEN BOARD MEMBER 0.30 X 0 0 0 MR KENT SUNDERLAND BOARD MEMBER 0.30 X 0 0 0 MR LOUIS C RASMUSSEN BOARD MEMBER 0.30 X 0 0 0 MR MALCOLM M ASLIN BOARD MEMBER 0.30 X 0 0 0 MR MARK HINDERKS BOARD MEMBER 0.30 X 0 0 0 MR MAURICE A WATSON BOARD MEMBER 0.30 X 0 0 0 MR MICHAEL DEGGENDORF BOARD MEMBER 0.30 X 0 0 0 MR NEIL N SOSLAND BOARD MEMBER 0.30 X 0 0 0 MR NEWTON A CAMPBELL BOARD MEMBER 0.30 X 0 0 0 MR OLLIE GATES BOARD MEMBER 0.30 X 0 0 0 MR PAUL DEBRUCE BOARD MEMBER 0.30 X 0 0 0 MR R PHILIP BIXBY BOARD MEMBER 0.30 X 0 0 0 MR ROBERT H WEST BOARD MEMBER 0.30 X 0 0 0 MR STEPHEN D DOYAL BOARD MEMBER 0.30 X 0 0 0 MR STEVEN A BERNSTEIN BOARD MEMBER 0.30 X 0 0 0 MR THEODORE C BECKETT JR BOARD MEMBER 0.30 X 0 0 0 MR THOMAS D HYDE BOARD MEMBER 0.30 X 0 0 0 MR THOMAS J TURNER III BOARD MEMBER 0.30 X 0 0 0 MR THOMAS M BLOCH BOARD MEMBER 0.30 X 0 0 0 MR THOMAS S CARTER BOARD MEMBER 0.30 X 0 0 0 MR TIMOTHY VAN ZANDT BOARD MEMBER 0.30 X 0 0 0 MR WARREN K ERDMAN BOARD MEMBER 0.30 X 0 0 0 MR WILLIAM B PRUGH BOARD MEMBER 0.30 X 0 0 0 MR WILLIAM J FRENCH BOARD MEMBER 0.30 X 0 0 0 MRS ANNE W ELSBERRY BOARD MEMBER 0.30 X 0 0 0 MRS BARBARA H MARSHALL BOARD MEMBER 0.30 X 0 0 0 MRS DIANNE S CLEAVER BOARD MEMBER 0.30 X 0 0 0 MRS ELIZABETH T SOLBERG BOARD MEMBER 0.30 X 0 0 0 MRS ESTHER L GEORGE BOARD MEMBER 0.30 X 0 0 0 MRS MARILYN BARTLETT HEBENSTREIT BOARD MEMBER 0.30 X 0 0 0 MRS MARY BETH GUY BOARD MEMBER 0.30 X 0 0 0 MRS MARY SHAW BRANTON BOARD MEMBER 0.30 X 0 0 0 MS ANGELA M BENNETT BOARD MEMBER 0.30 X 0 0 0 MS ANN BRANDAU MURGUIA BOARD MEMBER 0.30 X 0 0 0 MS ANN K DICKINSON BOARD MEMBER 0.30 X 0 0 0 MS ANNIE PRESLEY BOARD MEMBER 0.30 X 0 0 0 MS JOY D WHEELER BOARD MEMBER 0.30 X 0 0 0 DR KAREN COX BOARD MEMBER 0.30 X 0 0 0 MS ORA REYNOLDS BOARD MEMBER 0.30 X 0 0 0 MS PAT MACDONALD BOARD MEMBER 0.30 X 0 0 0 MS PATRICIA A KONOPKA BOARD MEMBER 0.30 X 0 0 0 MS ROSHANN PARRIS BOARD MEMBER 0.30 X 0 0 0 MRS ELLEN DARLING PRESIDENT 1.00 X 0 0 0 MR SPENCER HEDDENS SECRETARY 1.00 X 0 0 0 MR RALPH D REID TREASURER 1.00 X 0 0 0 MS SHARON LINDENBAUM ASSISTANT TREASURER 2.50 X 0 197133 35553 MR TROY LILLEBO ASSISTANT SECRETARY 25.00 X 0 101378 17615 0 298511 53168 0 0 1 0 0 339183 339183 64954 64954 1051268 860928 190340 190340 190340 1464277 1417228 47049 47049 47049 641526 0 0 302343 474236 474236 3548 3548 11985 11985 5223 5223 1536 1536 2348 2348 MISCELLANEOUS EXPENSE 30980 30980 BAD DEBT EXPENSE 14498 14498 CHANCELLOR'S DISCRETION 10368 10368 SCHOLARSHIP COMMITTEE 5167 5167 14511 14511 574400 553644 20756 0 1370478 851220 91588 77090 26665 31588 4515780 2114083 2464394 2401697 1737603 2507317 403906 441859 6094634 6310771 106661 92489 55714 53044 162375 145533 X 5280933 5502804 651326 662434 5932259 6165238 6094634 6310771 X 67126 165852 1 X X 0 1 X 1 0 X 716661 670151 309270 307670 339183 2342935 716661 670151 309270 307670 339183 2342935 2342935 921951 975545 995640 1062542 1116222 5071900 7076 136 4 7216 7422051 0.31570 0.49900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 651326 273637 2544 265073 662434 828927 294900 9330 481831 651326 791888 148463 11163 122587 828927 543467 419669 8510 179758 791888 15263704 559857 2031079 17311173 543467 0 0 867902 867902 3647878 2114083 1533795 2401697 ASSETS HELD BY CURATOR 411059 UNAMORTIZED LEASE COMMISSION & PREPAID INSURANCE 30800 441859 SECURITY DEPOSITS 53044 53044 X 1663083 165852 860928 1026780 636303 5223 5223 641526 1430104 860928 860928 569176 5223 1 5224 574400 PART V, LINE 4: ALL GRANTS AND ALLOCATIONS ARE USED TO ADD AND PROMOTE EXCELLENCE IN THE QUALITY OF HIGHER EDUCATION PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. PART X, LINE 2: UMKC TRUSTEES ARE A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE, AS EVIDENCED BY THE TRUSTEES' DETERMINATION LETTER DATED OCTOBER 14, 1983. INCOME TAX RETURNS FILED BY THE TRUSTEES ON FORM 990 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) FOR THREE YEARS AFTER THE DATE FILED, WITH THE RESULT THAT THE JUNE 30 FISCAL YEARS 2014, 2013, 2012, AND 2011 REMAIN OPEN AS OF NOVEMBER 15, 2014, ALTHOUGH NO RETURNS HAVE BEEN SELECTED FOR EXAMINATION BY THE IRS. MANAGEMENT HAS EVALUATED TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE TRUSTEES' TAX RETURNS WITH ASSISTANCE FROM THE TRUSTEES' TAX PREPARER TO DETERMINE WHETHER ITS TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED BY APPLICABLE TAXING AUTHORITIES; LIKELY TAX POSITIONS ARE REPORTED IN THESE FINANCIAL STATEMENTS, AND MANAGEMENT IS NOT AWARE OF ANY UNLIKELY TAX POSITIONS, WITH THE RESULT THAT NO UNLIKELY TAX POSITIONS ARE REPORTED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 860,928. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 860,928. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. 1 UNIVERSITY OF MISSOURI - KANSAS CITY 5100 ROCKHILL ROAD KANSAS CITY MO 64110 436003859 501(C)(3) 274136 CASH N/A FUNDING FOR ENDOWED SCHOLARSHIPS/CHAIRS/PROGRAM/FACULTY FELLOWS AND SCHOLARS PROGRAM MANAGED BY UMKC UMKC FOUNDATION 202 ADMINISTRATIVE CENTER 5100 ROCKHILL RD KANSAS CITY MO 641102499 260840496 501(C)(3) 200000 CASH N/A FUNDING FOR ENDOWED SCHOLARSHIPS AND SCHOLARS PROGRAM MANAGED BY UMKC PART I, LINE 2: UMKC "TRUSTEES SCHOLARSHIP" REQUESTS FROM ENDOWED FUNDS ARE COORDINATED THROUGH THE OFFICE OF STUDENT FINANCIAL AID FOR THE UNIVERSITY OF MISSOURI-KANSAS CITY (UMKC). THE STUDENT FINANCIAL AID OFFICE, IN CONJUNCTION WITH THE CENTER FOR ACADEMIC DEVELOPMENT, DETERMINES WHETHER THE STUDENT MEETS THE REQUIREMENTS STIPULATED BY THE DONOR. REGARDING UMKC TRUSTEES "FACULTY FELLOW AND FACULTY SCHOLAR AWARDS" THE FISCAL OFFICER FOR UMKC'S ADVANCEMENT DIVISION, WORKING IN COLLABORATION WITH THE RECIPIENT'S ACADEMIC UNIT FISCAL OFFICER, MONITORS ALL SPENDING FROM THE ACCOUNT. FUNDS ARE DISBURSED TO COVER EXPENSES WHICH FALL WITHIN UNIVERSITY GUIDELINES. "MAG FELLOWSHIP AWARDS" ARE MONITORED BY UMKC'S OFFICES OF GRADUATE STUDIES AND FINANCIAL AID, TO ENSURE ALL AWARDS MADE TO STUDENTS ARE BEING SPENT IN THE MANNER THAT THEY REQUESTED IN THEIR APPLICATION MATERIALS. 0 0 0 0 0 0 0 0 0 MS SHARON LINDENBAUM ASSISTANT TREASURER 0 197133 0 0 0 0 0 22679 0 12874 0 232686 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING FAMILY RELATIONSHIPS BETWEEN BOARD MEMBERS ARE LISTED BELOW: HUGH ZIMMER AND ELLEN DARLING - FATHER AND DAUGHTER KEN BAUM AND JON BAUM - FATHER AND SON HENRY BLOCH AND TOM BLOCH - FATHER AND SON NEIL SOSLAND AND CHARLES SOSLAND - UNCLE AND NEPHEW FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION USES COPAKEN BROOKS AND COHEN ESREY FOR THE MANAGEMENT OF RENTAL PROPERTIES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTANT AND PRESENTED TO THE VICE CHAIR OF FINANCE/TREASURER AND THE ENTIRE FINANCE COMMITTEE. THEY OFFICIALLY APPROVE THE 990 BEFORE IT IS DISTRIBUTED FOR REVIEW BY OTHER OFFICERS. A DEADLINE IS ESTABLISHED IN ADVANCE OF THE FILING DEADLINE TO ENSURE ALL BOARD MEMBERS HAVE AN OPPORTUNITY TO PROVIDE FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE GOVERNANCE COMMITTEE REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST REPORTED BY MEMBERS OF THE BOARD. THOSE CONFLICTS ARE DISCLOSED TO THE APPROPRIATE COMMITTEE WITH OVERSIGHT OF THE AREA OF POTENTIAL CONFLICT. THAT PARTICULAR COMMITTEE IS THEN TASKED WITH MONITORING THE DISCLOSED POTENTIAL CONFLICT. ANY CONCERNS FROM THAT COMMITTEE ARE BROUGHT TO THE GOVERNANCE COMMITTEE TO ADDRESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FROM UMKC TRUSTEES OFFICE AT 816-235-1590. FORM 990, PART XI, LINE 9: ROUNDING 1. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE FROM PRIOR YEARS. UNIVERSITY OF MISSOURI-KANSAS CITY 5100 ROCKHILL ROAD KANSAS CITY MO 64110 436003859 A LAND GRANT UNIVERSITY MO 501(C)(3) #2 N/A 0 UMKC FOUNDATION 5100 ROCKHILL ROAD KANSAS CITY MO 64110 260840496 BENEFIT UNIVERSITY OF MISSOURI - KANSAS CITY MO 501(C)(3) #7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF MISSOURI-KANSAS CITY B 274136 FAIR MARKET VALUE UMKC FOUNDATION C 69860 FAIR MARKET VALUE UMKC FOUNDATION B 200000 FAIR MARKET VALUE