UMKC TRUSTEES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UMKC TRUSTEES (EIN 44-0546001)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-08
- IRS object ID
- 201411289349302611
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-08T17:52:56-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480958002 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER HAVILAND KETTER PC PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 W 47TH PLACE SUITE 204 | AddressLine1 |
| City | WESTWOOD | City |
| State | KS | State |
| ZIP Code | 66205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440546001 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMKC TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UMKC | NameControl |
| Phone | 8162351590 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ROCKHILL ROAD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLEN DARLING | Name |
| Title | TREASURER, VICE CHAIR-FINANCE | Title |
| Phone | 8162351590 | Phone |
| Date Signed | 2014-04-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES S HAVILAND | Name |
| PTIN | P00009757 | PTIN |
| Phone | 9134322727 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ELLEN DARLING | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ROCKHILL ROAD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1503337 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE & ADVANCE EXCELLENCE IN HIGHER EDUCATIONAL PROGRAMS AT UNIVERSITY OF MISSOURI-KANSAS CITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 64 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 64 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 98 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 309270 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 307670 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 106291 | InvestmentIncomePriorYear |
| Investment Income Current Year | 84525 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 296391 | OtherRevenuePriorYear |
| Other Revenue Current Year | 110453 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 711952 | TotalRevenuePriorYear |
| Total Revenue Current Year | 502648 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 342141 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 821344 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 138812 | OtherExpensePriorYear |
| Other Expenses Current Year | 68165 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 480953 | TotalExpensesPriorYear |
| Total Expenses Current Year | 889509 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 230999 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -386861 | RevenuesLessExpensesCY |
| Total Assets BOY | 6254403 | TotalAssetsBOY |
| Total Assets EOY | 6094634 | TotalAssetsEOY |
| Total Liabilities BOY | 110363 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 162375 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6144040 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5932259 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ADD TO AND PROMOTE EXCELLENCE IN THE QUALITY OF THE HIGHER EDUCATIONAL PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 867073 | Expense |
| Grants | 821344 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 867073 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 64 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 64 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDRY JOSWARA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8162352756 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ROCKHILL RD AC 333C | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64110 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (93 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOHN F ANDERSON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| MALCOLM M ASLIN | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ALAN L ATTERBURY | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| WILLIAM H BATES | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| G KENNETH BAUM | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JONATHAN E BAUM | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| THEODORE C BECKETT | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ANGELA M BENNETT | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| BERT BERKLEY | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| STEVEN A BERNSTEIN | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| R PHILLIP BIXBY | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| HENRY W BLOCH | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JOHN BLUFORD | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| BARRETT BRADY | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ANN BRANDAU-MURGUIA | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| MARY SHAW BRANTON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JOHN W CALLISON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| NEWTON A CAMPBELL | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| THOMAS S CARTER | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| DIANNE S CLEAVER | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| KEITH COPAKEN | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| RICHARD E DAVIS | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| PAUL E DEBRUCE | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| MICHAEL DEGGENDORFF | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ANN DICKINSON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| STEPHEN D DOYAL | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| E FRANK ELLIS | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ANNE W ELSBERRY | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| WARREN K ERDMAN | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| MINDY ESTES | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| BRET FERGUSON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| GARY FORSEE | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| J SCOTT FRANCIS | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| WILLIAM J FRENCH | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| OLLIE GATES | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ESTHER L GEORGE | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| WAYNE GOODE | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| MARILYN HEBENSTREIT | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ED HONESTY | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| THOMAS D HYDE | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| RICHARD D JOHNSON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| REGINA KORT | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| PAT KONOPKA | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| BARBARA H MARSHALL | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| PAT MACDONALD | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| CHANDLER MCCRAY | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| C PATRICK MCLARNEY | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JOHN P MCMEEL | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| LEO E MORTON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| DAVID OLIVER | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ROSHANN PARRIS | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ROBERT E PETERSON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JIM POLSINELLI | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ANNIE PRESLEY | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| BILL PRUGH | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| LOUIS C RASMUSSEN | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JERRY D REECE | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| RALPH D REID | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JOHN H ROBINSON SR | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| PAUL RODRIGUEZ | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| GEORGE A RUSSELL | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JAMES A SANGSTER | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JOHN J SHERMAN | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| BYRON SHUTZ | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| BETH K SMITH | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ELIZABETH T SOLBERG | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| NEIL N SOSLAND | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| CHARLES S SOSLAND | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ARTHUR H STOUP | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| KENT SUNDERLAND | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| H STEPHEN TALGE | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| THOMAS J TURNER III | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| DON WAGNER | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| MAURICE WATSON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| ROBERT H WEST | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| DAVID H WESTBROOK | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JOY D WHEELER | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| TIMOTHY WOLFE | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| MISSY WILSON | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| DAVID B YOST | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| HUGH J ZIMMER | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| THOMAS M BLOCH | ||||||
| CHAIR | 1.00 | 0 | 0 | 0 | X | |
| B SPENCER HEDDENS III | ||||||
| SECRETARY, VICE CHAIR OF TRUSTEE ENGAGEMENT COMMIT | 1.00 | 0 | 0 | 0 | X | |
| ELLEN DARLING | ||||||
| TREASURER, VICE CHAIR OF FINANCE COMMITTEE | 1.00 | 0 | 0 | 0 | X | |
| DORANNE M HUDSON | ||||||
| VICE CHAIR FOR STRATEGY AND PLANNING COMMITTEE | 1.00 | 0 | 0 | 0 | X | |
| JOEL B VORAN | ||||||
| VICE CHAIR FOR TRUSTEES SCHOLARS COMMITTEE | 1.00 | 0 | 0 | 0 | X | |
| SCOTT M SMITH | ||||||
| VICE CHAIR OF DEVELOPMENT COMMITTEE | 1.00 | 0 | 0 | 0 | X | |
| B JOHN READEY III | ||||||
| VICE CHAIR OF GOVERNANCE COMMITTEE | 1.00 | 0 | 0 | 0 | X | |
| STEPHEN D DUNN | ||||||
| VICE CHAIR OF REAL ESTATE COMMITTEE | 1.00 | 0 | 0 | 0 | X | |
| PAT MCCOWN | ||||||
| VICE CHAIR OF TRUSTEE AWARDS COMMITTEE | 1.00 | 0 | 0 | 0 | X | |
| TROY LILLEBO | ||||||
| ASSISTANT SECRETARY | 25.00 | 0 | 96591 | 15645 | X | |
| SHARON LINDENBAUM | ||||||
| ASSISTANT TREASURER | 2.50 | 0 | 194078 | 32435 | X | |
| PETER S LEVI | ||||||
| VICE CHAIR FOR LEGISLATIVE AFFAIRS COMMITTEE | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 290669 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 48080 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 307670 | AllOtherContributions |
| Total Contributions | 307670 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10195 | TotalRevenueColumn |
| Exclusion | $10,195 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1052347 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 941894 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 110453 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110453 | TotalRevenueColumn |
| Exclusion | $110,453 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 133125 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 58795 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 74330 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 74330 | TotalRevenueColumn |
| Exclusion | $74,330 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 502648 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $194,978 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 821344 | Total |
| Program Services | 821344 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4929 | Total |
| Management And General | 4929 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11803 | Total |
| Management And General | 11803 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5704 | Total |
| Management And General | 5704 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1991 | Total |
| Program Services | 1991 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599 | Total |
| Program Services | 599 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2170 | Total |
| Program Services | 2170 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| MISCELLANEOUS EXPENSE | 20060 | 20060 |
| CHANCELLOR'S DISCRETION | 5335 | 5335 |
| VC ADVANCEMENT | 4201 | 4201 |
| MEALS & ENTERTAINMENT | 3927 | 3927 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7446 | Total |
| Program Services | 7446 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 889509 | Total |
| Program Services | 867073 | ProgramServices |
| Management And General | 22436 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1444300 | BOY |
| EOY | 1370478 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91544 | BOY |
| EOY | 91588 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1029 | BOY |
| EOY | 26665 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4455322 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1990928 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2608281 | BOY |
| EOY | 2464394 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1567285 | BOY |
| EOY | 1737603 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 541964 | BOY |
| EOY | 403906 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6254403 | BOY |
| EOY | 6094634 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55010 | BOY |
| EOY | 106661 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55353 | BOY |
| EOY | 55714 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110363 | BOY |
| EOY | 162375 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5315113 | BOY |
| EOY | 5280933 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 828927 | BOY |
| EOY | 651326 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6144040 | BOY |
| EOY | 5932259 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6254403 | BOY |
| EOY | 6094634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -386861 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 175080 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3301674 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 716661 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 670151 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 309270 | CurrentTaxYearMinus1Year |
| Current Tax Year | 307670 | CurrentTaxYear |
| Total | 5305426 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3301674 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 716661 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 670151 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 309270 | CurrentTaxYearMinus1Year |
| Current Tax Year | 307670 | CurrentTaxYear |
| Total | 5305426 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 174701 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5130725 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1000531 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 921951 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 975545 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 995640 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1062542 | CurrentTaxYear |
| Total | 4956209 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13233 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7076 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 136 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4 | CurrentTaxYearMinus1Year |
| Total | 20449 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10282084 | TotalSupport |
| Public Support Pertcentage170 | 0.49900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.52530 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 828927 | BeginningOfYearBalance |
| Contributions | 294900 | Contributions |
| Investment Earnings Or Losses | 9330 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 481831 | GrantsOrScholarships |
| End Of Year Balance | 651326 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 791888 | BeginningOfYearBalance |
| Contributions | 148463 | Contributions |
| Investment Earnings Or Losses | 11163 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 122587 | GrantsOrScholarships |
| End Of Year Balance | 828927 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 543467 | BeginningOfYearBalance |
| Contributions | 419669 | Contributions |
| Investment Earnings Or Losses | 8510 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 179758 | GrantsOrScholarships |
| End Of Year Balance | 791888 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15263704 | BeginningOfYearBalance |
| Contributions | 559857 | Contributions |
| Investment Earnings Or Losses | 2031079 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17311173 | GrantsOrScholarships |
| End Of Year Balance | 543467 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15800066 | BeginningOfYearBalance |
| Contributions | 3150719 | Contributions |
| Investment Earnings Or Losses | -2608944 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1078137 | GrantsOrScholarships |
| End Of Year Balance | 15263704 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 867902 | OtherCostOrOtherBasis |
| Book Value | 867902 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3587420 | OtherCostOrOtherBasis |
| Depreciation | 1990928 | Depreciation |
| Book Value | 1596492 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2464394 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD BY CURATOR | 368170 |
| UNAMORTIZED LEASE COMMISSION & PREPAID INSURANCE | 35736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 403906 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Amount | $55,714 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 55714 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1613917 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 175080 | NetUnrealizedGainsInvestments |
| Other Revenues | 941894 | OtherRevenues |
| Revenue Not Rptd F990 | 1116974 | RevenueNotRptdF990 |
| Revenue Subtotal | 496943 | RevenueSubtotal |
| Investment Expenses Not Included | 5704 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5705 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 502648 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1825698 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 941894 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 941894 | ExpensesNotRptdF990 |
| Expenses Subtotal | 883804 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 5704 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5705 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 889509 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 2013, 2012, 2011 AND 2010 REMAIN OPEN AS OF JANUARY 11, 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 941,894. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 941,894. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MISSOURI - KANSAS CITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ROCKHILL ROAD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 436003859 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 821344 | AmountOfCashGrant |
| Method Of Valuation | CASH | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | FUNDING FOR ENDOWED SCHOLARSHIPS/CHAIRS/PROGRAM/FACULTY FELLOWS AND SCHOLARS PROGRAM MANAGED BY UMKC | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SHARON LINDENBAUM | NamePerson |
| Title | ASSISTANT TREASURER | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 194078 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 18810 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 13625 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 226513 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 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 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 1 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF MISSOURI-KANSAS CITY | ||
| B | 516444 | FAIR MARKET VALUE |
| UMKC FOUNDATION | ||
| S | 67171 | FAIR MARKET VALUE |
| UMKC FOUNDATION | ||
| R | 259900 | FAIR MARKET VALUE |