UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE (EIN 48-1108830)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-14
IRS object ID
201311349349305086
Schema version
2011v1.5
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)
Timestamp2013-05-14T15:07:00-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN481108830EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1University of Kansas Medical CenterBusinessNameLine1
Business Name Line2Research InstituteBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of Name% TIM SISKEYInCareOfName
Name ControlUNIVNameControl
Phone9135885313Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13901 Rainbow Blvd Mailstop 1039AddressLine1
CityKansas CityCity
StateKSState
ZIP Code66160ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTIM SISKEYName
TitleCFO/TREASURERTitle
Date Signed2013-05-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMichael J EngleName
Phone8162216300Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGREGORY S KOPFNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13901 RAINBOW BLVD 1039AddressLine1
CityKANSAS CITYCity
StateKSState
ZIP Code66160ZIPCode
FieldValueIRS element (for citing)
Gross Receipts112696983GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteHTTP://WWW2.KUMC.EDU/RESEARCHINSTITUTEWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1992YearFormation
State Legal DomicileKSStateLegalDomicile
Activity Or Mission DescriptionTHE UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE, INC. ("INSTITUTE") SUPPORTS THE RESEARCH ACTIVITIES OF THE UNIVERSITY OF KANSAS MEDICAL CENTER ("MEDICAL CENTER").ActivityOrMissionDescription
Nbr Voting Members Governing Body23NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees48TotalNbrEmployees
Total Nbr Volunteers11TotalNbrVolunteers
Total Gross UBI306650TotalGrossUBI
Net Unrelated Business Txbl Income12459NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year155000ContributionsGrantsPriorYear
Contributions Grants Current Year150000ContributionsGrantsCurrentYear
Program Service Revenue Prior Year115668456ProgramServiceRevenuePriorYear
Program Service Revenue CY109106265ProgramServiceRevenueCY
Investment Income Prior Year1170683InvestmentIncomePriorYear
Investment Income Current Year1625249InvestmentIncomeCurrentYear
Other Revenue Prior Year1312724OtherRevenuePriorYear
Other Revenue Current Year1815469OtherRevenueCurrentYear
Total Revenue Prior Year118306863TotalRevenuePriorYear
Total Revenue Current Year112696983TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year18890515GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY14715623GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year55587070SalariesEtcPriorYear
Salaries Etc Current Year58471092SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year29282367OtherExpensePriorYear
Other Expenses Current Year37901768OtherExpensesCurrentYear
Total Expenses Prior Year103759952TotalExpensesPriorYear
Total Expenses Current Year111088483TotalExpensesCurrentYear
Revenues Less Expenses Prior Year14546911RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1608500RevenuesLessExpensesCY
Total Assets BOY70317910TotalAssetsBOY
Total Assets EOY62581310TotalAssetsEOY
Total Liabilities BOY67226022TotalLiabilitiesBOY
Total Liabilities EOY43689721TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3091888NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY18891589NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense106193046Expense
Grants14715623Grants
Revenue110523734Revenue
DescriptionSEE SCHEDULE ODescription
Total Program Service Expense106193046TotalProgramServiceExpense
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 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
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 EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096359NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees48NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
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
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members23NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
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
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (27 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerFormerFormer
BARBARA F ATKINSON
DIRECTOR1.0X055626137260
BERNADETTE GRAY-LITTLE
DIRECTOR1.0X045621881975
EDWARD ELLERBECK
DIRECTOR1.0X022515228983
GARY CLOUD
DIRECTOR1.0X000
GEORGE BITTNER
DIRECTOR1.0X000
JAMES MICHAEL NICHOLAS
DIRECTOR1.0X000
JOHN FERRARO
DIRECTOR1.0X016842624363
KAREN MILLER
DIRECTOR1.0X032972035166
MARJORIE BOTT
DIRECTOR1.0X017554225242
PAUL TERRANOVA
PRESIDENT/DIRECTOR4.0X032055744351X
PETER SMITH
COMMITTEE CHAIR1.0X029162738657
R MICHAEL KEEBLE
DIRECTOR1.0X014605228858
WILLIAM TAYLOR
COMMITTEE CHAIR1.0X000
DAVID COHEN
DIRECTOR1.0X000
RICHARD THOMAS FLEENER
DIRECTOR1.0X000
STEPHEN LIGHTSTONE
DIRECTOR1.0X000
MARY MICHELE MARISCALCO
DIRECTOR1.0X023459432222
LISA STEHNO-BITTEL
DIRECTOR1.0X014500726904
STEFFANI WEBB
DIRECTOR1.0X017234030077
DANIEL GETMAN
DIRECTOR1.0X000
JOHN MENDEZ
DIRECTOR1.0X000
JEANNINE STRANDJORD
DIRECTOR1.0X000
GREGORY KOPF
EXECUTIVE DIRECTOR40.01828961000024521X
KIM BARKSDALE
SECRETARY40.09030008010X
STEVEN GEIGER
CFO/TREASURER40.0121914019354X
TIMOTHY SISKEY
CFO/TREASURER1.087161021075X
H EDWARD PHILLIPS
DIRECTOR1.0014381013320X
FieldValueIRS element (for citing)
Total Reportable Comp From Org482271TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs3375306TotalReportableCompFrmRltdOrgs
Total Other Compensation520338TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions150000AllOtherContributions
Total Contributions150000TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
RESEARCH GRANT6215007998186879981868
PHARMACEUTICAL RESEARCH62150046498694343219306650
FACILITIES & ADMIN. REIMBURSEMENT6215002176821221768212
RESEARCH FACILITIES GRANTS62150027063162706316
FieldValueIRS element (for citing)
Total Program Service Revenue109106265TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column901796TotalRevenueColumn
Exclusion$901,796ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities723453Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities723453Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column723453TotalRevenueColumn
Exclusion$723,453ExclusionAmount

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 (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
TECHNOLOGY REVENUE90009910518271051827
IRB REVENUE900099365642365642
SETTLEMENT PROCEEDS900099398000$398,000
FieldValueIRS element (for citing)
Total Other Revenue1815469TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column112696983TotalRevenueColumn
Related Or Exempt Function Income110217084RelatedOrExemptFunctionIncome
Unrelated Business Revenue306650UnrelatedBusinessRevenue
Exclusion$2,023,249ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total12616017Total
Program Services12616017ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total1983123Total
Program Services1983123ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total116483Total
Program Services116483ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total448092Total
Management And General448092ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total46021963Total
Program Services43960928ProgramServices
Management And General2061035ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total3124814Total
Program Services2967484ProgramServices
Management And General157330ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5979241Total
Program Services5670754ProgramServices
Management And General308487ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2896982Total
Program Services2716985ProgramServices
Management And General179997ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total51357Total
Program Services57145ProgramServices
Management And General-5788ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total68062Total
Management And General68062ManagementAndGeneral

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)
Total12627123Total
Program Services12492959ProgramServices
Management And General134164ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total159345Total
Program Services156996ProgramServices
Management And General2349ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total18538972Total
Program Services18445774ProgramServices
Management And General93198ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total327977Total
Program Services320934ProgramServices
Management And General7043ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total1357444Total
Program Services1357444ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total2136325Total
Program Services2086217ProgramServices
Management And General50108ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total148399Total
Program Services148399ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total1164521Total
Management And General1164521ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total657428Total
Program Services496552ProgramServices
Management And General160876ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total46948Total
Management And General46948ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
DUES, MEMBERSHIPS, & SUB.13572912568210047
TAXES & LICENSES9058908968
MISCELLANEOUS EXPENSE473080473080

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total111088483Total
Program Services106193046ProgramServices
Management And General4895437ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY400BOY
EOY400EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY23096998BOY
EOY14717594EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY10398103BOY
EOY11535077EOY

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)
BOY98412BOY
EOY129603EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis729599LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec683689LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY202376BOY
EOY45910EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY35398547BOY
EOY35110257EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY531269BOY
EOY529522EOY

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)
BOY591805BOY
EOY512947EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY70317910BOY
EOY62581310EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY5079842BOY
EOY6822464EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY5922735BOY
EOY7180626EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY32306073BOY
EOY29686631EOY

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)
BOY23917372BOY
EOY0EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY67226022BOY
EOY43689721EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-14334821BOY
EOY5452603EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY17426709BOY
EOY13438986EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3091888BOY
EOY18891589EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY70317910BOY
EOY62581310EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1608500ReconcilationRevenueExpenses
Reconcilation Other Changes14191201ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
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$113,317,681
UNIV OF KANSAS
48112483906true$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs2TotalNumberOfSupportedOrgs
Sum Of Amounts113317681SumOfAmounts

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
LandLand
BuildingsBuildings

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis198358OtherCostOrOtherBasis
Depreciation181841Depreciation
Book Value16517BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis74451OtherCostOrOtherBasis
Depreciation45058Depreciation
Book Value29393BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis456790OtherCostOrOtherBasis
Depreciation456790Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings45910TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability
Total Of Amounts0TotalOfAmounts
Total Revenue112696983TotalRevenue
Total Expenses111088483TotalExpenses
Excess Or Deficit For Year1608500ExcessOrDeficitForYear
Net Unrealized GL On Investments-85698NetUnrealizedGLOnInvestments
Other-$9,640,473OtherAmount
Total Adjustments-9726171TotalAdjustments
Excess Or Deficit Per FS-8117671ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt113598795TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-85698NetUnrealizedGainsInvestments
Other Revenues987510OtherRevenues
Revenue Not Rptd F990901812RevenueNotRptdF990
Revenue Subtotal112696983RevenueSubtotal
Total Revenue Per Form990112696983TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt111684318TotExpensesEtcAuditedFinclStmt
Other Expenses Included1092387OtherExpensesIncluded
Expenses Not Rptd F9901092387ExpensesNotRptdF990
Expenses Subtotal110591931ExpensesSubtotal
Other Expenses Not Included496552OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt496552ExpensesNotRptdOnFinStmt
Total Expenses Per Form990111088483TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
UNCERTAIN TAX POSITIONS DISCLOSURESCHEDULE D, PART X, LINE 2MANAGEMENT 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.
OTHER CHANGES IN NET ASSETSSCHEDULE D, PART XI, LINE 8TRANSFER TO UNIVERSITY ($10,137,025) AMORTIZATION OF PREMIUMS & DISCOUNTS $ 496,552 -------------- ($ 9,640,473)
RECONCILIATION OF REVENUE - OTHER CHANGESSCHEDULE D, PART XII, LINE 2DRELATED ENTITY EXPENSES $ 2,092,463 ELIMINATIONS ($ 631,873) MISCELLANEOUS ($ 473,080) ------------- $ 987,510
RECONCILIATION OF EXPENSE - OTHER CHANGESSCHEDULE D, PART XIII, LINE 2DRELATED ENTITY EXPENSES $ 2,197,340 ELIMINATIONS ($ 631,873) MISCELLANEOUS ($ 437,080) ------------- $ 1,092,387
RECONCILIATION OF EXPENSE - OTHER CHANGESSCHEDULE D, PART XIII, LINE 4BBOND AMORTIZATION $ 492,552

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
East Asia and the PacificProgram ServicesRESEARCH22469
Europe (Including Iceland and Greenland)Program ServicesRESEARCH38347
North AmericaProgram ServicesRESEARCH19892
South AmericaProgram ServicesRESEARCH4892
South AsiaProgram ServicesRESEARCH4288
South AmericaGrantmakingRESEARCH18819
Europe (Including Iceland and Greenland)GrantmakingRESEARCH34862
North AmericaGrantmakingRESEARCH62802
FieldValueIRS element (for citing)
Subtotal Amount Spent206371SubtotalAmountSpent
Total Amount Spent206371TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (3 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
South AmericaRESEARCH18819CHECK
Europe/Iceland/GreenlandRESEARCH34862CHECK
North Americaresearch62802CHECK
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs3TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierMONITORING USE OF GRANTS OUTSIDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE F, PART I, LINE 2ReturnReference
ExplanationSponsored Programs Department assesses if any special agency reporting or award related terms and conditions are needed prior to issuing sub awards. To ensure funds are used for authorized purposes sub awards are issued on a cost reimbursement basis. All invoices are reviewed and approved by the prime principle investigator and accounting staff. Progress reports are also required to ensure performance goals are achieved.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (60 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
KU Center for Technology
3901 Rainbow Blvd Mailstop 1039Kansas CityKS66160262838693501(c)(3)398000Support
University of Kansas Medical Center Research Prope
3901 Rainbow Blvd Mailstop 1039Kansas CityKS66160481173294501(c)(2)233873Support
University of Kansas Medical Center
3901 Rainbow BlvdKansas CityKS66160481124839GOVERNMENTSupport4601855BOOK VALUEFIXED ASSETS
KU Center for Research Inc
2385 Irving Hill RoadLawrenceKS66045480680117501(c)(3)1612209Support
Regents of University of Minnesota
NW 5957 PO Box 1450MinneapolisMN554855960416007513GOVERNMENT743279Support
Kansas State University
Anderson Hall - Room 10ManhattanKS665060108480771751GOVERNMENT728224Support
University of Chicago
6054 South Drexel AvenueChicagoIL60637362177139GOVERNMENT515765Support
University of Oklahoma Hth Science C
Grants Contracts SCB228 PO BoxOklahoma CityOK731260901736017987GOVERNMENT413393Support
Moffitt Cancer Center
12902 Magnolia DriveTampaFL336129416592451713501(c)(3)398467Support
Children's Mercy Hospitals & Clinics
2401 Gillham RoadKansas CityMO64108440605373501(c)(3)337050Support
University of Missouri - KC AR
PO Box 805111Kansas CityMO641805111436003859GOVERNMENT184997Support
Wichita State University
Office of Research Admin 1845 N FaWichitaKS672600007481124839GOVERNMENT181301Support
GenVec Inc
65 West Watkins Mill RoadGathersburgMD20878232705690For profit165243Support
Emporia State University
Research Grants Center 1200 CommEmporiaKS668015087481124839GOVERNMENT118194Support
Case Western Reserve University
Att SPA Nord Hall Ste 600 10900 EClevelandOH441067037341018992GOVERNMENT116445Support
Fox Chase Cancer Center
Office of Business Operations 604CheltenhamPA19012232003072501(c)(3)114715Support
Fort Hays State University
Business Office 600 Park StreetHaysKS67601481210777GOVERNMENT104720Support
Washburn University
Business Office 1700 SW College AvTopekaKS66621486030115GOVERNMENT103676Support
Heart of America Indian Center
600 West 39th StreetKansas CityMO64111431012392501(c)(3)100963Support
Johnson County Community College
12345 College BlvdOverland ParkKS662101299480735009GOVERNMENT98860Support
Pittsburg State University
Cashiers Office 1701 South BroadwPittsburgKS66762486119268GOVERNMENT97536Support
Research Foundation of SUNY
State University of New York PO BoAlbanyNY122010009141368361501(c)(3)86954Support
University of Missouri - Columbia AR
PO Box 807012Kansas CityMO641807012436003859GOVERNMENT81111Support
Univ of Medicine & Dentistry New Jersey
PO Box 2685 335 George St GrantsNew BrunswickNJ089032685221980408GOVERNMENT79987Support
University of Pittsburgh
Office of Research - Cost Acctng 3PittsburghPA15260250965591GOVERNMENT74660Support
Johns Hopkins University
Central Lockbox c/o Bank of AmericaChicagoIL60693520595110GOVERNMENT73164Support
University of Iowa
Grant Accounting B5 Jessup HallIowa CityIA522421316426004813GOVERNMENT63694Support
University Colorado Health Sciences Ctr
Office of Grants Contracts F428DenverCO802910238846000555GOVERNMENT62696Support
Carnegie Mellon University
PO Box 371032PittsburghPA152507032250969449GOVERNMENT60222Support
Alere Wellbeing Inc
PO Box 402617AtlantaGA303842617200231080For profit57394Support
Langston University
PO Box 608LangstonOK73050736017987GOVERNMENT43900Support
RI Nationwide Children's Hospital
PO Box 715245ColumbusOH432715245316056230501(c)(3)42090Support
Resource Development Institute
3801 Southwest TrfyKansas CityMO641112902440562047501(c)(3)40458Support
University of California Irvine
Dept of Neurology 101 The City DrivOrangeCA928684280952226406GOVERNMENT37446Support
National League for Nursing
61 Broadway 33rd FloorNew YorkNY10006131896510501(c)(3)33656Support
Medical Univ of South Carolina
19 Hagood Ave Suite 303 MSC 804CharlestonSC294258040576000722GOVERNMENT33524Support
Oral Health Kansas Inc
800 SW Jackson Suite 1120TopekaKS66612200337278501(c)(3)30000Support
University of California - Irvine
1400 Biological Sciences III ContrIrvineCA926971050952226406GOVERNMENT29670Support
El Centro Inc
650 Minnesota AvenueKansas CityKS66101362904073501(c)(3)28354Support
United Methodist Mexican-American Minist
PO Box 766Garden CityKS67846481049519501(c)(3)26213Support
Kansas Dept of Health & Environment
Bureau of Health Promotions 1000 STopekaKS666121274486029925GOVERNMENT25000Support
SMIOptoGenesis Inc
11509-B N Lamar BoulevardAustinTX78753743015220For profit23432Support
Children's Hospital of New Orleans
200 Henry Clay AvenueNew OrleansLA70118720467503501(c)(3)22265Support
University of Washington
Grant and Contract Accounting 1245ChicagoIL60693916001537GOVERNMENT22139Support
Central Kansas Foundation
1805 S Ohio StreetSalinaKS67401480729691501(c)(3)21756Support
National Commission
Correctional Health Care 1145 W DiChicagoIL606141318363221830501(c)(3)20000Support
Kansas City University Med & BioSciences
1750 Independence AvenueKansas CityMO64106440545280501(c)(3)16602Support
Florida State University
874 Traditions Way Suite 300TallahasseeFL323064166591961248GOVERNMENT16499Support
California Institute of Technology
Treasury Services Mail Code 117-15PasadenaCA91125951643307501(c)(3)13738Support
Regents of the University of California
California University of San FransiSan FranciscoCA941430812946036493GOVERNMENT12000Support
University of Texas
Health Science Center at San AntoniSan AntonioTX782971898741586031GOVERNMENT11434Support
Leading Age
2519 Connecticut Ave NWWashingtonDC200081520136213525501(c)(3)11000Support
Wesley Medical Center
550 N Hillside AvenueWichitaKS67214621762545For profit10884Support
Saint Luke's Hospital of KC
4401 Wornall RoadKansas CityMO64111440545297501(c)(3)10873Support
Haskell Indian Nations University
155 Indian AvenueLawrenceKS66524033489646GOVERNMENT10000Support
Ohio State University
Research Foundation 1960 Kenny RoaColumbusOH43210616401599GOVERNMENT9500Support
Stowers Institute for Medical Research
PO Box 412411Kansas CityMO641412411431684454501(c)(3)8753support
University of Texas
Health Science Center San AntonioSan AntonioTX78229741586031GOVERNMENT7222support
University of Virginia
Office of Sponsored Programs PO BoCharlottesvilleVA229044195546001796GOVERNMENT6554support
Trustees of the University Pennsylvania
PO Box 785541PhiladelphiaPA191785541231352685501(c)(3)5800Support
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants56TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations4TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS103416572
STIPENDS349799408
GRANTS461767143

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierMONITORING USE OF GRANTSIdentifier
Return ReferenceSCHEDULE I, PART I, LINE 2ReturnReference
ExplanationSponsored Programs Department assesses if any special agency reporting or award related terms and conditions are needed prior to issuing sub awards. To ensure funds are used for authorized purposes sub awards are issued on a cost reimbursement basis. All invoices are reviewed and approved by the prime principle investigator and accounting staff. Progress reports are also required to ensure performance goals are achieved.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
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 (14 entries)

Base 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
BARBARA F ATKINSON
054455600011705020825016435059352100
BERNADETTE GRAY-LITTLE
039947700056741020825061150053819300
EDWARD ELLERBECK
022435800079401913409849025413500
GREGORY KOPF
18213410000007620162220829902074171000000
H EDWARD PHILLIPS
0141860000195001208201238015713000
JOHN FERRARO
01653820003044014153010210019278900
KAREN MILLER
03262120003508020825014341036488600
MARJORIE BOTT
01738590001683014875010367020078400
PAUL TERRANOVA
03140730006484026943017408036490800
PETER SMITH
02885650003062024748013909033028400
R MICHAEL KEEBLE
01446750001377012682016176017491000
MARY MICHELE MARISCALCO
02330230001571019975012247026681600
LISA STEHNO-BITTEL
0144534000473012530014374017191100
STEFFANI WEBB
0171750000590014882015195020241700

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierCOMPENSATION PAID BY RELATED ORGANIZATIONIdentifier
Return ReferenceSCHEDULE J, PART II & FORM 990, PART VIIReturnReference
ExplanationCOMPENSATION REPORTED FOR BARBARA F. ATKINSON, MARJORIE BOTT, EDWARD ELLERBECK, JOHN FERRARO, ROY JENSEN, R. MICHAEL KEEBLE, A PORTION OF GREGORY KOPF, MARY MICHELE MARISCALCO, KAREN MILLER, H. EDWARD PHILLIPS, PETER SMITH, LISA STEHNO-BITTEL, PAUL TERRANOVA, AND STEFFANI WEBB WAS PAID BY THE UNIVERSITY OF KANSAS MEDICAL CENTER, A RELATED ORGANIZATION. COMPENSATION REPORTED FOR BERNADETTE GRAY-LITTLE WAS PAID BY UNIVERSITY OF KANSAS, A RELATED ORGANIZATION.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
KANSAS DEVELOPMENT FINANCE AUTHORITY
481066589485429BQ62010-10-045388345REFUND 1999B & 2001U (T-1 PORTION)truefalsefalse
KANSAS DEVELOPMENT FINANCE AUTHORITY
481066589485429BQ62010-10-0427516062RENOVATION OF RESEARCH BUILDINGfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
05905000538834400531271475630000002003truetruetruetrue
00275160620107568403603790010054141034161092013falsefalsefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrsOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearch
0.000000.000000.00000true
0.000000.000000.00000truefalsetruefalsetruetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
0
falsefalsefalsefalsefalsefalse0falsefalse
0
falsefalsefalsefalsefalsefalse0falsefalse
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (21 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
MISSION STATEMENTFORM 990, PART III, LINE 1Promoting and aiding in the fulfillment of scientific research, educational, and service functions of the University of Kansas Medical Center. Manages grants and contracts for projects conducted by Principal Investigators who serve as faculty at The University of Kansas Medical Center.
PROGRAM SERVICE ACCOMPLISHMENTSFORM 990, PART III, LINE 4AThe Research Institute was established in 1992 to promote, support, and enhance medical research for the benefit of the public by administering funded research projects on behalf of the University of Kansas Medical Center (KUMC). The Research Institute's objectives are to: 1)Serve KUMC by promoting and operating at the highest level of administrative and financial honesty and integrity, 2)Foster individual and consortia partnerships between KUMC researchers and national, regional and local research bio-medical communities, 3)Enhance revenue to researchers and the University through the transfer of research discoveries and other information to the private sector; and 4)Facilitate cooperative research interactions domestically and internationally between the KUMC and corporations, and with other research centers throughout the greater Kansas City metropolitan area, Kansas, nationally and internationally.
FORM 990 REVIEW PROCESSFORM 990, PART VI, SECTION B, LINE 11AAN 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 12COfficers and Directors make disclosures annually at the first board meeting of the year. The Board Secretary reviews disclosures for potential conflicts. The Secretary will 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. Board approves pay of Executive Director, CFO, and HR Director in Executive Session.
AVAILABILITY OF DOCUMENTSFORM 990, PART VI, SECTION C, LINE 19Governing documents are made available to the public upon request and on organization's website. The Organization provides Board Members with a copy of the articles of incorporation and the By-Laws at Board Member orientation. The Organization website has links to Organization policies and the related policies of the University. A heading titled "Annual Reports" connects to a section of the Organization website with links to the following reports: Form 990, Single Audit Report (A-133), and Extramural Funding Annual Report (Summary). The Audit Committee assumes responsibility for oversight of the audit, review, or compliation of its financial statements and selection of an independent accountant.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 5UNREALIZED LOSSES FROM INVESTMENTS (85,698) TRANSFERS TO UNIVERSITY (10,137,025) AMORTIZATION OF PREMIUMS & DISCOUNT 496,552 PRIOR PERIOD ADJUSTMENT 23,917,372 -------------- $ 14,191,201
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:BARBARA F ATKINSON TITLE:DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:BERNADETTE GRAY-LITTLE TITLE:DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:EDWARD ELLERBECK TITLE:DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:JOHN FERRARO TITLE:DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KAREN MILLER TITLE:DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARJORIE BOTT TITLE:DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PAUL TERRANOVA TITLE:PRESIDENT/DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:PETER SMITH TITLE:COMMITTEE CHAIR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:R MICHAEL KEEBLE TITLE:DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:MARY MICHELE MARISCALCO TITLE:DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:LISA STEHNO-BITTEL TITLE:DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:STEFFANI WEBB TITLE:DIRECTOR HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:GREGORY KOPF TITLE:EXECUTIVE DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:TIMOTHY SISKEY TITLE:CFO/TREASURER HOURS:1

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgPublic Charity StatusPublicCharityStatus
UNIVERSITY OF KANSAS
1450 JAYHAWK BLVDLAWRENCEKS66045481124839EDUCATIONKSGOVERNMENTNAfalse
UNIVERSITY OF KANSAS MEMORIAL CORPORATIO
1301 JAYHAWK BLVDLAWRENCEKS66045486033927RETAILKS501(C)(3)UNIV OF KSfalse5
UNIVERSITY OF KANSAS CENTER FOR RESEARCH
2385 IRVING HILL RDLAWRENCEKS66045480680117ADMINKS501(C)(3)UNIV OF KSfalse5
KU HEALTH PARTNERS INC
3901 RAINBOW BLVDKANSAS CITYKS66160481149398HEALTHCAREKS501(C)(3)UNIV OF KSfalse5
KU CENTER FOR TECH COMMERCIALIZATION INC
3901 RAINBOW BLVDKANSAS CITYKS66160262838693PATENTSKS501(C)(3)KUMCRItrue11A
KU MEDICAL CENTER RESEARCH PROPERTIES
3901 RAINBOW BLVDKANSAS CITYKS66160481172394REAL ESTATEKS501(C)(2)KUMCRItrue
STUDENT UNION CORP OF UNIV OF KS MED CTR
3901 RAINBOW BLVDKANSAS CITYKS66160480581966RETAILKS501(C)(3)UNIV OF KSfalse9
UNIVERSITY OF KANSAS 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 ActivityINVESTMENTPrimaryActivity
Legal Domicile StateKSLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1KUMCRIBusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeEXCLUDEDPredominantIncomeType
Share Of Total Income72ShareOfTotalIncome
Share Of EOY Assets339811ShareOfEOYAssets
Disproportionate AllocationsfalseDisproportionateAllocations
General Or Managing PartnertrueGeneralOrManagingPartner
Percentage Ownership0.73333PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
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 OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
U OF KS MEDICAL CTR RESEARCH PROPERTIES
B233873COST
KU CTR FOR TECH COMMERCIALIZATION INC
B398000COST

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