KU CENTER FOR TECHNOLOGY COMMERCIALIZATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
KU CENTER FOR TECHNOLOGY COMMERCIALIZATION INC (EIN 26-2838693)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-15
IRS object ID
201401359349306105
Schema version
2012v2.3
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)
Timestamp2014-05-15T13:19:00-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11201 Walnut Suite 1700AddressLine1
CityKansas CityCity
StateMOState
ZIP Code641062246ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN262838693EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1KU Center for Technology CommercializationBusinessNameLine1
Business Name Line2IncBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of Name% TIM SISKEYInCareOfName
Name ControlKUCENameControl
Phone9135885313Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13901 Rainbow BLVD MailStop 1039AddressLine1
Address Line2SuiteAddressLine2
CityKansas CityCity
StateKSState
ZIP Code66160ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTIM SISKEYName
TitleTREASURERTitle
Phone9135885313Phone
Date Signed2014-05-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMichael J EngleName
Phone8162216300Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRAJIV KULKARNINameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13901 RAINBOW BLVDAddressLine1
CityKANSAS CITYCity
StateKSState
ZIP Code66160ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2808764GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2008YearFormation
State Legal DomicileKSStateLegalDomicile
Activity Or Mission DescriptionTHE MISSION OF THE KU CENTER FOR TECHNOLOGY COMMERCIALIZATION (KUCTC) IS TO MAXIMIZE THE IMPACT OF THE UNIVERSITY INTELLECTUAL PROPERTY FOR THE BENEFIT OF THE UNIVERSITY AND SOCIETY.ActivityOrMissionDescription
Nbr Voting Members Governing Body10NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers6TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1138000ContributionsGrantsPriorYear
Contributions Grants Current Year1337375ContributionsGrantsCurrentYear
Program Service Revenue Prior Year396810ProgramServiceRevenuePriorYear
Program Service Revenue CY1409270ProgramServiceRevenueCY
Investment Income Prior Year3200InvestmentIncomePriorYear
Investment Income Current Year28985InvestmentIncomeCurrentYear
Other Revenue Prior Year11931OtherRevenuePriorYear
Other Revenue Current Year33134OtherRevenueCurrentYear
Total Revenue Prior Year1549941TotalRevenuePriorYear
Total Revenue Current Year2808764TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY3863GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year680373SalariesEtcPriorYear
Salaries Etc Current Year742205SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year974443OtherExpensePriorYear
Other Expenses Current Year1229895OtherExpensesCurrentYear
Total Expenses Prior Year1654816TotalExpensesPriorYear
Total Expenses Current Year1975963TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-104875RevenuesLessExpensesPriorYear
Revenues Less Expenses CY832801RevenuesLessExpensesCY
Total Assets BOY536560TotalAssetsBOY
Total Assets EOY1310562TotalAssetsEOY
Total Liabilities BOY289710TotalLiabilitiesBOY
Total Liabilities EOY230911TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY246850NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1079651NetAssetsOrFundBalancesEOY
Mission DescriptionKUCTC IS ORGANIZED TO FACILITATE AND SUPPORT THE RESEARCH AND TECHNOLOGY TRANSFER OPERATIONS OF THE UNIVERSITY OF KANSAS AND ITS AFFILIATED TAX-EXEMPT RESEARCH CORPORATIONS OR OTHER TAX-EXEMPT ORGANIZATIONS QUALIFIED UNDER SECTION 501(C)(3) OF THE IRS CODE.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1775509Expense
Grants3863Grants
Revenue1409270Revenue
DescriptionPROMOTING AND AIDING IN THE FULFILLMENT OF THE SCIENTIFIC RESEARCH, EDUCATIONAL, AND SERVICE FUNCTIONS OF THE UNIVERSITY OF KANSAS MEDICAL CENTER.Description
Total Program Service Expense1775509TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109639NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members10NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonTIM SISKEYNamePerson
Telephone Number9135885313TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13901 RAINBOW BLVD MAILSTOP 1039AddressLine1
CityKansas CityCity
StateKSState
ZIP Code66160ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationFormerFormer
PAUL TERRANOVA
DIRECTOR/PRESIDENT4.040.0XX032241942440
STEVEN WARREN
DIRECTOR/VICE CHAIRPERSON4.040.0XX029505031738
JOSEPH HEPPERT
DIRECTOR1.040.0X000
JEFFREY VITTER
DIRECTOR/CHAIRPERSON4.040.0XX039051643338
JULIE GOONEWARDENE
DIRECTOR/PRESIDENT16.024.0XX021016935054
RICHARD THOMAS FLEENER
DIRECTOR1.01.0X000
STEFFANI WEBB
DIRECTOR1.040.0X020075431823
CORY BERKLAND
DIRECTOR1.0X00
KEVIN HAHN
DIRECTOR1.01.0X00
STEVEN STITES
DIRECTOR1.040.0X037401348284
GREGORY KOPF
EXECUTIVE DIRECTOR4.037.0X020660325435
TIMOTHY SISKEY
TREASURER4.037.0X010575824389
KIM BARKSDALE
SECRETARY1.040.0X011494110020
BARBARA ATKINSON
DIRECTOR079955328302X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs3019776TotalReportableCompFrmRltdOrgs
Total Other Compensation320823TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

FieldValueIRS element (for citing)
Name PersonSTINSON LEONARD STREET LLPNamePerson
FieldValueIRS element (for citing)
Address Of ContractorAddressOfContractor
Description Of ServicesLEGAL SERVICESDescriptionOfServices
Compensation115485Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Related Organizations1187375RelatedOrganizations
Government Grants150000GovernmentGrants
Total Contributions1337375TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionTechnology RevenueDescription
Business Code900099BusinessCode
Total Revenue Column1409270TotalRevenueColumn
Related Or Exempt Function Income1409270RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue1409270TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column28985TotalRevenueColumn
Exclusion$28,985ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS REVENUEDescription
Business Code900099BusinessCode
Total Revenue Column33134TotalRevenueColumn
Exclusion$33,134ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue33134TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2808764TotalRevenueColumn
Related Or Exempt Function Income1409270RelatedOrExemptFunctionIncome
Exclusion$62,119ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3863Total
Program Services3863ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total622220Total
Program Services559998ProgramServices
Management And General62222ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total29486Total
Program Services26537ProgramServices
Management And General2949ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total47114Total
Program Services42403ProgramServices
Management And General4711ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total43385Total
Program Services39046ProgramServices
Management And General4339ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total976785Total
Program Services879106ProgramServices
Management And General97679ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3605Total
Management And General3605ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total169213Total
Program Services152292ProgramServices
Management And General16921ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total3919Total
Program Services3527ProgramServices
Management And General392ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5105Total
Program Services4595ProgramServices
Management And General510ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9640Total
Program Services8676ProgramServices
Management And General964ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total14761Total
Program Services13285ProgramServices
Management And General1476ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total5902Total
Program Services5312ProgramServices
Management And General590ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total5331Total
Program Services4798ProgramServices
Management And General533ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Communication13962125661396
Equipment and Maintenance21672195052167

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1975963Total
Program Services1775509ProgramServices
Management And General200454ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY522014BOY
EOY1272362EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis16000LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec6885LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY14446BOY
EOY9115EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY100BOY
EOY29085EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY536560BOY
EOY1310562EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY289710BOY
EOY230911EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY289710BOY
EOY230911EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY246850BOY
EOY1079651EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY246850BOY
EOY1079651EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY536560BOY
EOY1310562EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses832801ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (2 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocAmountAmount
KU MED CENTER
48112483906true$0
UNIV OF KANSAS
48112483906true$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs2TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Current Year Minus3 YearsCurrentYearMinus3Years
Current Year Minus4 YearsCurrentYearMinus4Years
LandLand
BuildingsBuildings
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis16000OtherCostOrOtherBasis
Depreciation6885Depreciation
Book Value9115BookValue
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings9115TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt115573185TotRevenueEtcAuditedFinclStmt
Other Revenues112764421OtherRevenues
Revenue Not Rptd F990112764421RevenueNotRptdF990
Revenue Subtotal2808764RevenueSubtotal
Total Revenue Per Form9902808764TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt112414276TotExpensesEtcAuditedFinclStmt
Other Expenses Included110438313OtherExpensesIncluded
Expenses Not Rptd F990110438313ExpensesNotRptdF990
Expenses Subtotal1975963ExpensesSubtotal
Total Expenses Per Form9901975963TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
UNCERTAIN TAX POSTION DISCLOSURESSCHEDULE D, PART X, LINE 2MANAGMENT 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.
RECONCILIATION OF REVENUE - OTHER CHANGESSCHEDULE D, PART XI, LINE 2DRELATED ENTITY REVENUE $ 114,360,509 ELIMINATIONS $ (1,596,088) ----------- $ 112,764,421
RECONCILIATION OF EXPENSES - OTHER CHANGESSCHEDULE D, PART XII, LINE 2DRELATED ENTITY EXPENSES $ 112,034,401 ELIMINATIONS $ (1,596,088) ----------- $ 110,438,313

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
PAUL TERRANOVA
DIRECTOR/PRESIDENT03158820006537027103015337036485900
STEVEN WARREN
DIRECTOR/VICE CHAIRPERSON026953300025517021250010488032678800
BARBARA ATKINSON
DIRECTOR030187800049767502125007052082785500
JEFFREY VITTER
DIRECTOR/CHAIRPERSON036520800025308021250022088043385400
JULIE GOONEWARDENE
DIRECTOR/PRESIDENT0209419000750018250016804024522300
STEFFANI WEBB
DIRECTOR0200054000700017281014542023257700
GREGORY KOPF
EXECUTIVE DIRECTOR020587200073101699908436023203800
STEVEN STITES
DIRECTOR03725780001435030222018062042229700

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SEVERANCE PAYMENTSCHEDULE J, PART I, LINE 4ABARBARA ATKINSON RECEIVED SEVERANCE PAY OF $419,253.
COMPENSATION PAID BY A RELATED ORGANIZATIONSCHEDULE J, PART II & FROM 990, PART VIICOMPENSATION REPORTED FOR JULIE GOONEWARDENE, JEFFERY VITTER, AND STEVEN WARREN WAS PAID BY THE UNIVERSITY OF KANSAS, A RELATED ORGANIZATION. COMPENSATION REPORTED FOR GREGORY KOPF, PAUL TERRANOVA, STEFFANI WEBB, AND STEVEN STITES WAS PAID FOR BY THE UNIVERSITY OF KANSAS MEDICAL CENTER, A RELATED ORGANIZATION.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
BUSINESS RELATIONSHIPSFROM 990, PART VI, SECTION A, LINE 2ALL OFFICERS AND DIRECTORS EXCEPT CORY BERKLAND HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER.
BOARD OF DIRECTORSFROM 990, PART VI, SECTION A, LINE 7ATHE UNIVERSITY OF KANSAS AND THE UNIVERSITY OF KANSAS CENTER FOR RESEARCH MAY EACH APPOINT ONE BOARD MEMBER. THE UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE MAY APPOINT TWO BOARD MEMBERS.
FORM 990 REVIEW PROCESSFROM 990, PART VI, SECTION B, LINE 11BAN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN PROVIDED TO THE UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE'S AUDIT COMMITTEE FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS OR CONCERNS THE AUDIT COMMITEE MAY HAVE ARE ADDRESSED AND ANY CONCERNS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE PRIOR TO FILING THE 990 WITH THE IRS.
CONFLICT OF INTEREST POLICYFORM 990, PART VI, SECTION B, LINE 12CDISCLOSURE IS MADE ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR. THE BOARD SECRETARY REVIEWS DISCLOSURES FOR POTENTIAL CONFLICTS. THE SECRETARY WOULD DISCUSS ANY POTENTIAL CONFLICTS WITH THE EXECUTIVE DIRECTOR AND BOARD CHAIR.
COMPENSATION REVIEWFORM 990, PART VI, SECTION B, LINES 15A & 15BHR DIRECTOR MAINTAINS AND UPDATES SALARY RANGES USING SURVEYS, INDUSTRY PUBLICATIONS AND OTHER SOURCES. THE BOARD ALSO APPROVES THE PAY OF THE EXECUTIVE DIRECTOR.
AVAILABILITY OF DOCUMENTSFORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
UNIVERSITY OF KANSAS MEDICAL CENTER RI
3901 RAINBOW BLVDKANSAS CITYKS66160481108830SUPPORTSKS501(C)(3)11ANAfalse
UNIVERSITY OF KANSAS MEMORIAL CORPORATIO
1301 JAYHAWK BLVDLAWRENCEKS66045486033927RETAILKS501(C)(3)5UNIV OF KSfalse
UNIVERSITY OF KANSAS
1301 JAYHAWK BLVDLAWRENCEKS66045481124839EDUCATIONKSGOVERNMENTNAfalse
UNIVERSITY OF KANSAS CENTER FOR RESEARCH
2385 IRVING HILL RDLAWRENCEKS66045480680117ADMINKS501(C)(3)5UNIV OF KSfalse
KU HEALTH PARTNERS INC
3901 RAINBOW BLVDKANSAS CITYKS66160481149398HEALTHCAREKS501(C)(3)5UNIV OF KSfalse
KU MEDICAL CENTER RESEARCH PROPERTIES
3901 RAINBOW BLVDKANSAS CITYKS66061481172394REAL ESTATEKS501(C)(2)KUMCRItrue
STUDENT UNION CORP OF UNIV OF KS MED CTR
3901 RAINBOW BLVDKANSAS CITYKS66160480581966RETAILKS501(C)(3)9UNIV OF KSfalse
UNIVERSITY OF KS MEDICAL CENTER
3901 RAINBOW BLVDKANSAS CITYKS66160481124839MEDICAL CTRKSGOVERNMENTNAfalse

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1PRECEDE FUND LCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13901 RAINBOW BLVDAddressLine1
CityKANSAS CITYCity
StateKSState
ZIP Code66160ZIPCode
FieldValueIRS element (for citing)
EIN481210094EIN
Primary ActivityINVESTMENTSPrimaryActivity
Legal Domicile StateKSLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1KUMCRIBusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeRELATEDPredominantIncomeType
Share Of Total Income0ShareOfTotalIncome
Share Of EOY Assets0ShareOfEOYAssets
Disproportionate AllocationsfalseDisproportionateAllocations
General Or Managing PartnerfalseGeneralOrManagingPartner
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

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