2014-05-08T17:52:56-05:00 2013-06-30 480958002 MILLER HAVILAND KETTER PC PA 1901 W 47TH PLACE SUITE 204 WESTWOOD KS 66205 990 2012-07-01 440546001 UMKC TRUSTEES UMKC 8162351590 5100 ROCKHILL ROAD KANSAS CITY MO 64110 ELLEN DARLING 8162351590 2014-04-24 1 CHARLES S HAVILAND P00009757 9134322727 2012 2015-11-30 17:44:51Z ELLEN DARLING 5100 ROCKHILL ROAD KANSAS CITY MO 64110 1503337 0 X N/A X 1950 MO PROMOTE & ADVANCE EXCELLENCE IN HIGHER EDUCATIONAL PROGRAMS AT UNIVERSITY OF MISSOURI-KANSAS CITY. 64 64 0 98 0 0 309270 307670 0 0 106291 84525 296391 110453 711952 502648 342141 821344 0 0 0 0 0 0 0 138812 68165 480953 889509 230999 -386861 6254403 6094634 110363 162375 6144040 5932259 TO ADD TO AND PROMOTE EXCELLENCE IN THE QUALITY OF THE HIGHER EDUCATIONAL PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. 0 0 867073 821344 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. 867073 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 0 0 1 0 0 0 0 0 0 0 0 0 X 64 64 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 333C KANSAS CITY MO 64110 JOHN F ANDERSON 0.30 X 0 0 0 MALCOLM M ASLIN 0.30 X 0 0 0 ALAN L ATTERBURY 0.30 X 0 0 0 WILLIAM H BATES 0.30 X 0 0 0 G KENNETH BAUM 0.30 X 0 0 0 JONATHAN E BAUM 0.30 X 0 0 0 THEODORE C BECKETT 0.30 X 0 0 0 ANGELA M BENNETT 0.30 X 0 0 0 BERT BERKLEY 0.30 X 0 0 0 STEVEN A BERNSTEIN 0.30 X 0 0 0 R PHILLIP BIXBY 0.30 X 0 0 0 HENRY W BLOCH 0.30 X 0 0 0 JOHN BLUFORD 0.30 X 0 0 0 BARRETT BRADY 0.30 X 0 0 0 ANN BRANDAU-MURGUIA 0.30 X 0 0 0 MARY SHAW BRANTON 0.30 X 0 0 0 JOHN W CALLISON 0.30 X 0 0 0 NEWTON A CAMPBELL 0.30 X 0 0 0 THOMAS S CARTER 0.30 X 0 0 0 DIANNE S CLEAVER 0.30 X 0 0 0 KEITH COPAKEN 0.30 X 0 0 0 RICHARD E DAVIS 0.30 X 0 0 0 PAUL E DEBRUCE 0.30 X 0 0 0 MICHAEL DEGGENDORFF 0.30 X 0 0 0 ANN DICKINSON 0.30 X 0 0 0 STEPHEN D DOYAL 0.30 X 0 0 0 E FRANK ELLIS 0.30 X 0 0 0 ANNE W ELSBERRY 0.30 X 0 0 0 WARREN K ERDMAN 0.30 X 0 0 0 MINDY ESTES 0.30 X 0 0 0 BRET FERGUSON 0.30 X 0 0 0 GARY FORSEE 0.30 X 0 0 0 J SCOTT FRANCIS 0.30 X 0 0 0 WILLIAM J FRENCH 0.30 X 0 0 0 OLLIE GATES 0.30 X 0 0 0 ESTHER L GEORGE 0.30 X 0 0 0 WAYNE GOODE 0.30 X 0 0 0 MARILYN HEBENSTREIT 0.30 X 0 0 0 ED HONESTY 0.30 X 0 0 0 THOMAS D HYDE 0.30 X 0 0 0 RICHARD D JOHNSON 0.30 X 0 0 0 REGINA KORT 0.30 X 0 0 0 PAT KONOPKA 0.30 X 0 0 0 BARBARA H MARSHALL 0.30 X 0 0 0 PAT MACDONALD 0.30 X 0 0 0 CHANDLER MCCRAY 0.30 X 0 0 0 C PATRICK MCLARNEY 0.30 X 0 0 0 JOHN P MCMEEL 0.30 X 0 0 0 LEO E MORTON 0.30 X 0 0 0 DAVID OLIVER 0.30 X 0 0 0 ROSHANN PARRIS 0.30 X 0 0 0 ROBERT E PETERSON 0.30 X 0 0 0 JIM POLSINELLI 0.30 X 0 0 0 ANNIE PRESLEY 0.30 X 0 0 0 BILL PRUGH 0.30 X 0 0 0 LOUIS C RASMUSSEN 0.30 X 0 0 0 JERRY D REECE 0.30 X 0 0 0 RALPH D REID 0.30 X 0 0 0 JOHN H ROBINSON SR 0.30 X 0 0 0 PAUL RODRIGUEZ 0.30 X 0 0 0 GEORGE A RUSSELL 0.30 X 0 0 0 JAMES A SANGSTER 0.30 X 0 0 0 JOHN J SHERMAN 0.30 X 0 0 0 BYRON SHUTZ 0.30 X 0 0 0 BETH K SMITH 0.30 X 0 0 0 ELIZABETH T SOLBERG 0.30 X 0 0 0 NEIL N SOSLAND 0.30 X 0 0 0 CHARLES S SOSLAND 0.30 X 0 0 0 ARTHUR H STOUP 0.30 X 0 0 0 KENT SUNDERLAND 0.30 X 0 0 0 H STEPHEN TALGE 0.30 X 0 0 0 THOMAS J TURNER III 0.30 X 0 0 0 DON WAGNER 0.30 X 0 0 0 MAURICE WATSON 0.30 X 0 0 0 ROBERT H WEST 0.30 X 0 0 0 DAVID H WESTBROOK 0.30 X 0 0 0 JOY D WHEELER 0.30 X 0 0 0 TIMOTHY WOLFE 0.30 X 0 0 0 MISSY WILSON 0.30 X 0 0 0 DAVID B YOST 0.30 X 0 0 0 HUGH J ZIMMER 0.30 X 0 0 0 THOMAS M BLOCH 1.00 X 0 0 0 B SPENCER HEDDENS III 1.00 X 0 0 0 ELLEN DARLING 1.00 X 0 0 0 DORANNE M HUDSON 1.00 X 0 0 0 JOEL B VORAN 1.00 X 0 0 0 SCOTT M SMITH 1.00 X 0 0 0 B JOHN READEY III 1.00 X 0 0 0 STEPHEN D DUNN 1.00 X 0 0 0 PAT MCCOWN 1.00 X 0 0 0 TROY LILLEBO 25.00 X 0 96591 15645 SHARON LINDENBAUM 2.50 X 0 194078 32435 PETER S LEVI 1.00 X 0 0 0 0 290669 48080 0 0 1 0 0 307670 307670 10195 10195 1052347 941894 110453 110453 110453 133125 58795 74330 74330 74330 502648 0 0 194978 821344 821344 4929 4929 11803 11803 5704 5704 1991 1991 599 599 2170 2170 MISCELLANEOUS EXPENSE 20060 20060 CHANCELLOR'S DISCRETION 5335 5335 VC ADVANCEMENT 4201 4201 MEALS & ENTERTAINMENT 3927 3927 7446 7446 889509 867073 22436 0 1444300 1370478 91544 91588 1029 26665 4455322 1990928 2608281 2464394 1567285 1737603 541964 403906 6254403 6094634 55010 106661 55353 55714 110363 162375 X 5315113 5280933 828927 651326 6144040 5932259 6254403 6094634 -386861 175080 0 X X 0 1 X 1 0 X 3301674 716661 670151 309270 307670 5305426 3301674 716661 670151 309270 307670 5305426 174701 5130725 1000531 921951 975545 995640 1062542 4956209 13233 7076 136 4 20449 10282084 0.49900 0.52530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 828927 294900 9330 481831 651326 791888 148463 11163 122587 828927 543467 419669 8510 179758 791888 15263704 559857 2031079 17311173 543467 15800066 3150719 -2608944 1078137 15263704 0 0 867902 867902 3587420 1990928 1596492 2464394 ASSETS HELD BY CURATOR 368170 UNAMORTIZED LEASE COMMISSION & PREPAID INSURANCE 35736 403906 SECURITY DEPOSITS 55714 55714 X 1613917 175080 941894 1116974 496943 5704 1 5705 502648 1825698 941894 941894 883804 5704 1 5705 889509 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. 1 UNIVERSITY OF MISSOURI - KANSAS CITY 5100 ROCKHILL ROAD KANSAS CITY MO 64110 436003859 501(C)(3) 821344 CASH N/A FUNDING FOR ENDOWED SCHOLARSHIPS/CHAIRS/PROGRAM/FACULTY FELLOWS AND SCHOLARS PROGRAM MANAGED BY UMKC PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 SHARON LINDENBAUM 0 194078 0 0 0 0 0 18810 0 13625 0 226513 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 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. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF MISSOURI-KANSAS CITY B 516444 FAIR MARKET VALUE UMKC FOUNDATION S 67171 FAIR MARKET VALUE UMKC FOUNDATION R 259900 FAIR MARKET VALUE