2013-04-12T17:43:20-05:00 2012-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2011-07-01 440545280 Kansas City University of Medicine and Biosciences % JOSEPH MASSMAN KANS 8166547000 1750 Independence Avenue Kansas City MO 64106 MARSHALL WALKER 2013-05-15 true Michael J Engle 8162216300 2011 2016-03-07 17:11:31Z MARSHALL WALKER 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 98832834 false X WWW.KCUMB.EDU X 1916 MO KCUMB IS A COMMUNITY OF PROFESSIONALS COMMITTED TO EXCELLENCE IN THE EDUCATION OF HIGHLY QUALIFIED STUDENTS IN OSTEPATHIC MEDICINE, THE BIOSCIENCES, BIOETHICS AND HEALTH PROFESSIONS. 17 16 521 16 0 0 1146557 965393 44842209 44538322 2731280 2685365 929649 3684674 49649695 51873754 1655072 1025944 0 0 21782988 24753439 0 0 2001077 17223356 16569232 40661416 42348615 8988279 9525139 163180753 161833868 28148342 24092318 135032411 137741550 X SEE SCHEDULE O false false 26468411 803700 42235676 THE UNIVERSITY EDUCATES DOCTORS OF OSTEOPATHIC MEDICINE. OUR FOUR YEAR INTEGRATED CURRICULUM EMPHASIZES BOTH THE BASIC SCIENCES AND CLINICAL SKILLS. THE ACADEMIC PROGRAMS OFFERED ARE TAUGHT BY HIGHLY QUALIFIED FACULTY. 98% OF FACULTY HAS D.O., M.D. OR PH.D. DEGREES. THE UNIVERSITY AWARDS APPROXIMATELY 250 D.O. DEGREES EACH YEAR. 1615949 0 1336772 THE UNIVERSITY'S GRADUATE SCHOOL OFFERS MASTER'S LEVEL DEGREES IN BIOMEDICAL SCIENCES AND BIOETHICS. THE BIOMEDICAL SCIENCES PROGRAM INCLUDES BOTH A ONE YEAR DEGREE PROGRAM AND A TWO-YEAR DEGREE PROGRAM (RESEARCH TRACK). KCUMB IS THE ONLY UNIVERSITY IN THE REGION TO OFFER A GRADUATE-LEVEL DEGREE IN BIOETHICS. APPROXIMATELY 60 GRADUATE DEGREES ARE AWARDED EACH YEAR. 4467104 222244 1670733 THE UNIVERSITY HAS A STRONG COMMITMENT TO COMMUNITY SERVICE AND SOCIAL RESPONSIBILITY. THE UNIVERSITY PROVIDES SERVICES WHICH PROMOTES EDUCATION AND HEALTH IMPROVEMENT IN TARGETED AREAS. THIS ENDEAVOR IS ACCOMPLISHED BY THREE INITIATIVES - i) CLINICAL PRACTICE AT PHYSCIANS ASSOCIATES, ii) RESEARCH IN AREAS SUPPORTING THE MISSION OF THE UNIVERSITY, AND iii) SCORE 1 FOR HEALTH. 32551464 true true false false false false false false false true true true false false true true false true true false true false false false true false false true true true false false false false false false false false false false false false false true true true false false true 251 0 true 521 true false true VI CJ false false false true true false false false false X 17 16 false false false false false false false true true false false true true true true true true true true false MO X JOSEPH MASSMAN 8166547106 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 X KEVIN D KAUFMAN 1.0 X 0 0 0 DERON L CHERRY 1.0 X 0 0 0 CHERYL K DILLARD 1.0 X 0 0 0 PAUL W DYBEDAL DO 1.0 X 0 0 0 TERRENCE P DUNN 1.0 X X 0 0 0 CARLA C DURYEE 1.0 X 0 0 0 FREDERICK G FLYNN DO 1.0 X 0 0 0 DARWIN J STRICKLAND DO 1.0 X 0 0 0 HOWARD D WEAVER DO 40.0 X X 539173 0 51707 AVON COFFMAN II DO 1.0 X 100 0 0 MEGAN C MCBRIDE DO 1.0 X X 0 0 0 RONALD A SLEPITZA PHD 1.0 X X 0 0 0 JOHN M PARRY 1.0 X X 0 0 0 WILLIAM B HALACOGLU DO 1.0 X 0 0 0 JOHN P SMITH DO 1.0 X 0 0 0 MARSHALL D WALKER DO 1.0 X 0 0 0 BRUCE R WILLIAMS DO 1.0 X 1400 0 0 SHERIDAN Y WOOD 1.0 X 0 0 0 DARIN L HAUG DO 40.0 X 557200 0 54609 CONNIE J BOYD 40.0 X 161841 0 7574 LAURA E DOLLASE 40.0 X 147239 0 34027 JOSEPH M MASSMAN 40.0 X 131117 0 14532 G MICHAEL JOHNSTON 40.0 X 239698 0 43419 JOHN J DOUGHERTY DO 40.0 X 324054 0 51109 KEVIN D TREFFER DO 40.0 X 220884 0 40795 RICHARD MAGIE DO 40.0 X 214368 0 43971 GEORGE KOLO 40.0 X 196940 0 46008 MARY PAT WOHLFORD WESSELS 40.0 X 292268 0 7164 HEIDI TERRY 40.0 X 127150 0 39585 JAMES E PARK 40.0 X 106154 0 37469 NATALIE C LUTZ 40.0 X 121851 0 42455 DAWN M ROHRS 40.0 X 125759 0 27917 BECKY TALKEN 40.0 X 136638 0 45580 LEANN CARLTON 40.0 X 104910 0 42967 T NELSON MANN 40.0 X 232187 0 20428 RICHARD HOFFINE 0.0 X 145563 0 0 4126494 0 651316 46 true true false KU SURGERY PROFESSIONAL FEES 200000 HELZBERG SCHOOL OF MANAGEMENT PROFESSIONAL FEE 599250 POLSINELLI SHUGHART PC LEGAL SERVICES 671878 LOCKTON COMPANIES INSURANCE 748505 BKD LLP PROFESSIONAL FEES 204796 17 38819 149945 776629 965393 Net Patient Revenue 621110 1365221 1365221 Student Fees & Revenue 611600 43173101 43173101 44538322 928476 928476 0 0 2308 2308 2308 2308 48625188 20000 46762386 125913 1862802 -105913 1756889 1756889 101323 38819 70781 30542 30542 0 0 INSURANCE RECOVERIES 900099 2946965 2946965 CAFETERIA & VENDING 611710 244433 244433 Drug Study 900099 218511 218511 241915 241915 3651824 51873754 45243181 5665180 222244 222244 799900 799900 3800 3800 0 1993250 788359 1018969 185922 0 17836817 14794512 2223343 818962 1420113 1090613 181761 147739 2231960 1626775 489136 116049 1271299 1009013 192180 70106 0 996765 996765 198345 1524 196697 124 0 0 119132 119132 1826110 1212508 505417 108185 180933 134506 24333 22094 1116985 859437 161580 95968 0 0 1582837 1281107 286547 15183 649530 500630 78330 70570 0 0 342037 342037 0 2873046 2491695 293347 88004 746550 427889 311911 6750 Education 2703303 2675210 25168 2925 Bad Debt Expense 276411 276411 Dues & Subscriptions 807851 717529 60880 29441 Student Functions 721400 607873 69313 44215 1427998 1029929 219228 178840 42348615 32551464 7796074 2001077 0 0 29645900 20714604 467316 389151 11605627 9127633 0 0 0 0 0 0 36956 68094 917775 1005292 74708502 27675513 46853748 47032989 58856514 68410116 10005959 10084524 2495960 2719029 0 0 2294998 2282436 163180753 161833868 4551877 4656262 0 0 13876197 9802763 6855000 6645000 0 0 0 0 0 0 0 0 2865268 2988293 28148342 24092318 X 127956726 130080263 2186798 2480650 4888887 5180637 135032411 137741550 163180753 161833868 X 9525139 -6816000 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8095158 3139349 -232939 135050 17162 10849356 6917754 130273 1071233 0 0 24102 8095158 6707764 144616 473336 0 389159 18803 6917754 5646082 2047660 -833509 0 138226 14243 6707764 0.46180 0.45150 0.08670 false false 55187 969130 1024317 55851380 16770697 39080683 12321115 8647317 3673798 5511690 2257499 3254191 47032989 HEDGE FUNDS 10084524 F 10084524 0 Refundable Govt Loan Programs 2888268 CRAT Payable 100025 2988293 ENDOWNMENT FUNDS SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND IS USED PRIMARILY FOR STUDENT SCHOLARSHIPS AND STUDENT LOANS. UNCERTAIN TAX POSITIONS DISCLOSURE SCHEDULE D, PART X, LINE 2 MANAGEMENT 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. true true true true true true true false false false false false false false false true false true RACIALLY NONDISCRIMATORY POLICY SCHEDULE E, LINE 3 THE FOLLOWING LANGUAGE IS USED IN OUR UNIVERSITY CATALOG, ADMISSION MATERIAL, AND ON THE ADMISSIONS WEBSITE: KCUMB IS COMMITTED TO PROVIDING AN ACADEMIC AND EMPLOYMENT ENVIRONMENT IN WHICH STUDENTS AND EMPLOYEES ARE TREATED WITH COURTESY, RESPECT AND DIGNITY. IT IS THE POLICY OF THE UNIVERSITY THAT NO STUDENT SHALL, BECAUSE OF RACE, ETHNICITY NATIONAL ORIGIN, COLOR CREED, RELIGION, AGE, DISABILITY, VETERAN OR MILITARY STATUS, SEX, GENDER IDENTITY, SEXUAL ORIENTATION, OR ANY OTHER CHARACTERISTICS PROTECTED BY LAW, BE EXCLUDED FROM PARTICIPATION IN, BE DENIED THE BENEFIT OF OR BE SUBJECT TO DISCRIMINATION IN ANY PROGRAM SPONSORED BY THE UNIVERSITY. INQUIRIES REGARDING COMPLIANCE MUST BE DIRECTED TO THE ASSOCIATE DEAN FOR STUDENT AFFAIRS, WHO IS THE COORDINATOR OF THE UNIVERSITYS NON-DISCRIMINATION PROGRAM. PLEASE REFER TO THE KCUMB STUDENT HANDBOOK FOR ADDITIONAL DETAILS. GOVERNMENT AID OR ASSISTANCE SCHEDULE E, LINE 6A THE ORGANIZATION RECEIVES GOVERNMENT GRANTS TO FURTHER ITS EXEMPT PURPOSE. true Central America and the Caribbean Investments SEE PART IV 10084524 Central America and the Caribbean Program Services SEE PART IV 87969 North America Grantmaking 1300 East Asia and the Pacific Grantmaking 1500 Sub-Saharan Africa Grantmaking 1000 10176293 10176293 true false true true false false MONITORING OF GRANTS SCHEDULE F, PART I, LINE 2 Scholarships to students are applied directly towards the students accounts to offset tuition costs to ensure that scholarships are used only for student educational purposes. ACTIVITES PER REGION SCHEDULE F, PART I, LINE 3 ACTIVITY #1: (A) CENTRAL AMERICA/CARIBBEAN (B) N/A (C) N/A (D) PASSIVE INVESTMENTS (E) N/A (F) $10,084,524 NOTHING IS DISCLOSED UNDER COLUMNS B, C, AND E BECAUSE THE INSTRUCTIONS ONLY REQUIRE REPORTING FOR COLUMNS A, D, AND F. THE PASSIVE INVESTMENT ACTIVITY REFERRED TO ABOVE IS THE HEDGE FUND INVESTMENT THAT IS DISCLOSED ON FORM 990, PART V, LINE 4B; ATTACHMENT 2; AND SCHEDULE D, PART VII. ACTIVITY #2: THE UNIVERSITY SUPPORTS AND PARTNERS WITH DOCARE INTERNATIONAL, A MEDICAL OUTREACH ORGANIZATION, TO PROVIDE HEALTHCARE TO INDIGENT AND ISOLATED PEOPLE IN REMOTE AREAS AROUND THE WORLD. IN DOING SO, THE UNIVERSITY PROVIDES FUNDING FOR FACULTY, STAFF, AND STUDENTS TO TRAVEL TO GUATEMALA, ONE OF DOCARE'S ESTABLISHED LOCATIONS. THE UNIVERSITY ALSO FUNDS NECESSARY MEDICAL SUPPLIES FOR THE PROVISION OF CARE. THE FACULTY, STAFF, AND STUDENTS PROVIDE HEALTHCARE AND EDUCATION TO THE IMPOVERISHED PEOPLE IN THIS AREA. IN ADDITION, OUR STUDENTS BENEFIT FROM THE CLINICAL EDUCATION THEY RECEIVE DURING THIS MISSION TRIP. THE UNIVERSITY ALSO PROVIDES EDUCATIONAL OPPORTUNITIES FOR THE INSTRUCTION OF ITS MEDICAL STUDENTS BY THE CLINICAL FACULTY AND PHYSICIANS LICENSED IN THE DOMINICAN REPUBLIC, TO PROVIDE HEALTH SCREENING FOR PATIENTS RESIDING IN AND AROUND GUERRA, DOMINICAN REPUBLIC. THIS IS A COOPERATIVE EFFORT BETWEEN THE UNIVERSITY, THE MINISTRY OF HEALTH OF THE DOMINICAN REPUBLIC AND THE KANSAS CITY ROYALS BASEBALL ORGANIZATION. DC INVITATIONAL 125187 31725 93462 22050 40870 OSI GOLF TRNMT 14955 7094 7861 7861 0 140142 38819 101323 29911 40870 70781 30542 true ST MARY'S MEDICAL CENTER 201 NW RD MIZE RD BLUE SPRINGS MO 64014 431918107 501(C)(3) 7500 GENERAL OPERATIONS KC AREA DEVELOPMENT 30 W PERSHING ROAD STE 200 KANSAS CITY MO 64108 431852671 501(C)(6) 15000 GENERAL OPERATIONS FREEMAN FOUNDATION 1102 W 32ND STREET JOPLIN MO 64804 431704371 501(C)(3) 10000 GENERAL OPERATIONS STARLIGHT THEATER ASSOCIATION 4600 STARLIGHT RD KANSAS CITY MO 64130 440552079 501(C)(3) 80000 GENERAL OPERATIONS UNITED WAY 1080 WASHINGTON KANSAS CITY MO 64105 440545812 501(C)(3) 15000 GENERAL OPERATIONS 4 1 SCHOLARSHIPS 133 799900 MONITORING OF GRANTS SCHEDULE I, PART I, LINE 2 Grants given to other organizations are to further education, healthcare and economic development in the areas surrounding the Organization. All grants are given to organizations with boards consisting of civic, philanthropic and business leaders who monitor the use of grants and ensure they're used for proper purposes. Scholarships to students are applied directly towards the students accounts to offset tuition costs to ensure that scholarships are used only for student educational purposes. X X X X X X true true false false false false false true false MARY PAT WOHLFORD WESSELS 239325 0 0 0 52943 0 5941 0 1223 0 299432 0 0 0 DARIN L HAUG DO 328670 0 199440 0 29090 0 24500 0 30109 0 611809 0 0 0 G MICHAEL JOHNSTON 235582 0 0 0 4116 0 23756 0 19663 0 283117 0 0 0 JOHN J DOUGHERTY DO 322976 0 0 0 1078 0 24500 0 26609 0 375163 0 0 0 HOWARD D WEAVER DO 426376 0 95625 0 17172 0 24500 0 27207 0 590880 0 0 0 CONNIE J BOYD 64662 0 15220 0 81959 0 6530 0 1044 0 169415 0 0 0 KEVIN D TREFFER DO 219832 0 0 0 1052 0 22220 0 18575 0 261679 0 0 0 LAURA E DOLLASE 144311 0 0 0 2928 0 14630 0 19397 0 181266 0 0 0 HEIDI TERRY 126507 0 0 0 643 0 13008 0 26577 0 166735 0 0 0 JAMES E PARK 105342 0 0 0 812 0 8860 0 28609 0 143623 0 0 0 NATALIE C LUTZ 121232 0 0 0 619 0 12736 0 29719 0 164306 0 0 0 DAWN M ROHRS 125003 0 0 0 756 0 13042 0 14875 0 153676 0 0 0 RICHARD MAGIE DO 212294 0 0 0 2074 0 21708 0 22263 0 258339 0 0 0 BECKY TALKEN 135929 0 0 0 709 0 14361 0 31219 0 182218 0 0 0 LEANN CARLTON 104354 0 0 0 556 0 11248 0 31719 0 147877 0 0 0 T NELSON MANN 226075 0 0 0 6112 0 0 0 20428 0 252615 0 0 0 GEORGE KOLO 195626 0 0 0 1314 0 19906 0 26102 0 242948 0 0 0 RICHARD HOFFINE 0 0 0 0 145563 0 0 0 0 0 145563 0 145563 0 SEVERANCE PAYMENT RECEIVED SCHEDULE J, PART I, LINE 4A CONNIE BOYD $67,487 MARY PAT WOHLFORD-WESSELS $50,000 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B Howard D Weaver, Darin L Haug, and Joseph M Massman participated in a 457(f) plan during the year, but did not receive a payment. NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 A component of incentive compensation was discretionary in nature. Certain bonus amounts were based in part on a qualitative, rather than quantitative, assessment of performance. RETIREMENT AND OTHER DEFERRED COMPENSATION EXPLANATION SCHEDULE J, PART II, COLUMN F The payment to Richard Hoffine represents the payout of the balance of his 457b plan. The payout consisted entirely of Mr. Hoffine's contributions to the plan plus accumulated earnings thereon. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 KCUMB IS A COMMUNITY OF PROFESSIONALS COMMITTED TO EXCELLENCE IN THE EDUCATION OF HIGHLY QUALIFIED STUDENTS IN OSTEOPATHIC MEDICINE, THE BIOSCIENCES, BIOETHICS AND HEALTH PROFESSIONS. THROUGH LIFE-LONG LEARNING, RESEARCH AND SERVICE, KCUMB CHALLENGES FACULTY, STAFF, STUDENTS AND ALUMNI TO IMPROVE THE WELL BEING OF THE DIVERSE COMMUNITY IT SERVES. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B It is the policy of the organization to have its audit committee conduct a review of the form 990 during its preparation by an outside accountant with the assistance of the organization's general counsel, officers and staff. For the tax year being reported, the 990 was reviewed by the audit committee, executive officers and management and a final copy was provided to all board members prior to filing with the IRS. MONITORING OF CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS OUT A QUESTIONNAIRE TO TRUSTEES AND OFFICERS ON AN ANNUAL BASIS TO IDENTIFY POTENTIAL CONFLICTS. THE AUDIT COMMITTEE IS CHARGED WITH THE RESPONSIBILITY TO ENSURE THAT THE QUESTIONNAIRES ARE DISTRIBUTED, REVIEWED AND MONITORED. THE AUDIT COMMITTEE ALSO WILL ENSURE THAT THE ORGANIZATION COMPLIES WITH ITS CONFLICTS OF INTEREST POLICY. COMPENSATION REVIEW FORM 990, PART VI, SECTION B, LINE 15A & 15B THE ORGANIZATION COMPLIED WITH THE REBUTTABLE PRESUMPTION BECAUSE: (1) THERE WAS AN INDEPENDENT COMMITTEE REVIEW OF COMPENSATION; (2) COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT WAS OBTAINED AND REVIEWED BY THE COMMITTEE; AND (3) THE COMPENSATION DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN COMMITTEE MINUTES. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. PORTIONS OF THE FINANCIAL STATEMENTS CONTAIN CONFIDENTIAL INFORMATION WHICH IS NOT DISCLOSED, BUT THE INFORMATION FROM THE STATEMENTS REGARDING INCOME, EXPENSE, AND ASSETS AND LIABILITIES IS REFLECTED IN PARTS VIII, IX AND X OF THIS FORM 990. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 NET UNREALIZED LOSSES ON INVESTMENT ($ 7,061,085) GAIN ON DISSOLVED ENTITIES 245,085 ----------- ($ 6,816,000) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DERON L CHERRY TITLE:BOARD TRUSTEE HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HOWARD D WEAVER, DO TITLE:BOARD TRUSTEE/PRESIDENT/CEO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DARIN L HAUG, DO TITLE:EVP OF ACADEMIC AFFAIRS/ DEAN HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CONNIE J BOYD TITLE:EXECUTIVE ADMIN. ASSISTANT HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LEANN CARLTON TITLE:ASSIST. DEAN STUDENT AFFAIRS HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:T NELSON MANN TITLE:SEC/GEN COUNSEL HOURS:3 INDEPENDENCE AVENUE DEV CO 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 431848034 REAL ESTATE MO 501(C)(3) 11A KCUMB true HEALTH POLICY INSTITUTE 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 201138771 HEALTHCARE MO 501(C)(4) N/A NA false DERON CHERRY CELEBRITY INVITATIONAL GOLF 1750 INDEPENDENT AVENUE KANSAS CITY MO 64106 431683174 FUNDRAISING MO 501(C)(3) 11A NA false SCORE 1 FOR HEALTH 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 203773804 HEALTHCARE MO 501(C)(3) 7 NA false MEN'S HEALTHLINK INC 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 203070848 HEALTHCARE MO NA C CORP 0 0 1.00000 false false false false false false false false false false false false true true true false false false