UNIVERSITY OF MISSOURI MEDICAL SCHOOL FOUNDATION INCORPORATED: Form 990, tax year 2011
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- Organization
- UNIVERSITY OF MISSOURI MEDICAL SCHOOL FOUNDATION INCORPORATED (EIN 43-6036792)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-11-13
- IRS object ID
- 201203189349301040
- Schema version
- 2011v1.2
- 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 | 2012-11-13T11:22:46-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431126847 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS-KEEPERS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 WEST BROADWAY SUITE 100 | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436036792 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF MISSOURI - COLUMBIA | BusinessNameLine1 |
| Business Name Line2 | MEDICAL SCHOOL FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5738827986 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MA 210 MEDICAL SCIENCES BUILDING | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65212 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICH GLEBA | Name |
| Title | EXECUTIVE VICE PRESIDENT | Title |
| Phone | 5738828010 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN C SMITH | Name |
| PTIN | P00048938 | PTIN |
| Phone | 5734426171 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICH GLEBA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MA210 HEALTH SCIENCES CTR | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 341789 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION PROMOTES AND FURTHERS MEDICAL EDUCATION AT THE UMC MEDICAL SCHOOL AND PROVIDES SUPPORT IN THE FORM OF STUDENT LOANS, SCHOLARSHIPS AND OTHER RELATED ACTIVITES AND FUNCTIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 165875 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 147956 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14703 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16841 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 65557 | InvestmentIncomePriorYear |
| Investment Income Current Year | 170213 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6779 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 246135 | TotalRevenuePriorYear |
| Total Revenue Current Year | 341789 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 100920 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 135743 | 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 | 4468 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 85158 | OtherExpensePriorYear |
| Other Expenses Current Year | 86853 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 186078 | TotalExpensesPriorYear |
| Total Expenses Current Year | 222596 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 60057 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 119193 | RevenuesLessExpensesCY |
| Total Assets BOY | 3870231 | TotalAssetsBOY |
| Total Assets EOY | 3944424 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3870231 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3944424 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE UNIVERSITY OF MISSOURI-COLUMBIA MEDICAL SCHOOL FOUNDATION, INC. IS FORMED FOR THE PURPOSE OF PROMOTING AND FURTHERING MEDICAL EDUCATION IN THE STATE OF MISSOURI AND SPECIFICALLY AT THE SCHOOL OF MEDICINE OF THE UNIVERSITY OF MISSOURI-COLUMBIA CAMPUS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 193692 | Expense |
| Grants | 135743 | Grants |
| Revenue | 17269 | Revenue |
| Description | THE UNIVERSITY OF MISSOURI-COLUMBIA MEDICAL SCHOOL FOUNDATION, INC. PROMOTES AND FURTHERS MEDICAL EDUCATION AT THE UMC MEDICAL SCHOOL. THE FOUNDATION PROVIDES SUPPORT MAINLY THROUGH LOANS, SCHOLARSHIPS AND OTHER RELATED ACTIVITIES PERTAINING TO MEDICAL EDUCATION AND HEALTH CARE RELATED ACTIVITIES AND FUNCTIONS. | Description |
| Total Program Service Expense | 193692 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | 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 | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANICE JANSSEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5738828010 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MA210 HEALTH SCIENCES CTR - DC01800 | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65212 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| WILLIAM E STRICKER MD | ||||||
| PRESIDENT | 0.50 | X | X | 0 | 0 | 0 |
| GREGORY C FLAKER MD FACP FACC | ||||||
| VICE PRESIDENT | 0.10 | X | X | 0 | 0 | 0 |
| SID BELSHE MD | ||||||
| SECRETARY | 0.10 | X | X | 0 | 0 | 0 |
| TED D GROSHONG MD | ||||||
| TREASURER | 0.10 | X | X | 0 | 0 | 0 |
| SUSAN DUNKIN | ||||||
| PAST EXECUTIVE VICE PRESIDENT | 5.00 | X | X | 13259 | 0 | 3749 |
| EARL C BEEKS JR MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| ROBERT F CHEEK MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| NEAL V DAWSON MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| DAVID FLEMING MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| VICTORIA GUNN MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| JOHN C HAGAN III MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| TIM HARLAN | ||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | |
| JOEL T JEFFRIES MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| JERRY D KENNETT MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| EDWARD D ROBERTSON JR | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| GARTH RUSSELL MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| R WADE SCHONDELMEYER MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| ROBERT J CHURCHILL MD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| WILLIAM E HINES MD MS | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 13259 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3749 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 147956 | AllOtherContributions |
| Total Contributions | 147956 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST-STUDENT LOANS | Description |
| Business Code | 522200 | BusinessCode |
| Total Revenue Column | 16841 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16841 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16841 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71505 | TotalRevenueColumn |
| Exclusion | $71,505 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 98708 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 98708 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 98708 | TotalRevenueColumn |
| Exclusion | $98,708 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 6351 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6351 | TotalRevenueColumn |
| Exclusion | $6,351 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 428 | TotalRevenueColumn |
| Related Or Exempt Function Income | 428 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 428 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 341789 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17269 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $176,564 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56323 | Total |
| Program Services | 56323 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79420 | Total |
| Program Services | 79420 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12068 | Total |
| Management And General | 12068 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7816 | Total |
| Program Services | 7816 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23720 | Total |
| Program Services | 18809 | ProgramServices |
| Management And General | 443 | ManagementAndGeneral |
| Fundraising | 4468 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4061 | Total |
| Program Services | 4061 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2102 | Total |
| Management And General | 2102 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| STUDENT ACTIVITIES | 19535 | 19535 | |
| RECOGNITION EXPENSE | 9189 | 9189 | |
| OTHER PROGRAM EXPENSES | 7992 | 7358 | 634 |
| DUES AND SUBSCRIPTIONS | 370 | 370 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222596 | Total |
| Program Services | 193692 | ProgramServices |
| Management And General | 24436 | ManagementAndGeneral |
| Fundraising | 4468 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534105 | BOY |
| EOY | 611895 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 854380 | BOY |
| EOY | 814329 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90031 | BOY |
| EOY | 99102 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1976197 | BOY |
| EOY | 2037924 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415518 | BOY |
| EOY | 381174 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3870231 | BOY |
| EOY | 3944424 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 924268 | BOY |
| EOY | 903786 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2945963 | BOY |
| EOY | 3040638 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3870231 | BOY |
| EOY | 3944424 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3870231 | BOY |
| EOY | 3944424 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 119193 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -45000 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 229092 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 234349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 246752 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 165875 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147956 | CurrentTaxYear |
| Total | 1024024 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 12500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15500 | CurrentTaxYear |
| Total | 43500 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 229092 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 234349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 259252 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 181375 | CurrentTaxYearMinus1Year |
| Current Tax Year | 163456 | CurrentTaxYear |
| Total | 1067524 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 182212 | AmountsSubstContributorsTotal |
| Public Support Total170 | 885312 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 85652 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46581 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59154 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71505 | CurrentTaxYear |
| Total | 365682 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1433206 | TotalSupport |
| Gross Receipts From Admissions Etc | 82863 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.61770 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.60270 | 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 | 2120729 | BeginningOfYearBalance |
| Contributions | 35210 | Contributions |
| Investment Earnings Or Losses | 97963 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 56670 | GrantsOrScholarships |
| Administrative Expenses | 4 | AdministrativeExpenses |
| End Of Year Balance | 2197228 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1874401 | BeginningOfYearBalance |
| Contributions | 20480 | Contributions |
| Investment Earnings Or Losses | 272369 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 46520 | GrantsOrScholarships |
| Administrative Expenses | 1 | AdministrativeExpenses |
| End Of Year Balance | 2120729 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1557059 | BeginningOfYearBalance |
| Contributions | 21030 | Contributions |
| Investment Earnings Or Losses | 361975 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 65662 | GrantsOrScholarships |
| Administrative Expenses | 1 | AdministrativeExpenses |
| End Of Year Balance | 1874401 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2032115 | BeginningOfYearBalance |
| Contributions | 63175 | Contributions |
| Investment Earnings Or Losses | -502770 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 35450 | GrantsOrScholarships |
| Administrative Expenses | 11 | AdministrativeExpenses |
| End Of Year Balance | 1557059 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22530 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.77470 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNIV OF MISSOURI POOLED ENDOWMENT FUND | Description |
| Book Value | 2037924 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2037924 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STUDENT LOANS | Description |
| Book Value | 381174 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 381174 | TotalOfBookValueProgramRelated |
| Total Revenue | 341789 | TotalRevenue |
| Total Expenses | 222596 | TotalExpenses |
| Excess Or Deficit For Year | 119193 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -45000 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -45000 | TotalAdjustments |
| Excess Or Deficit Per FS | 74193 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 296789 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -45000 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -45000 | RevenueNotRptdF990 |
| Revenue Subtotal | 341789 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 341789 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 222596 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 222596 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 222596 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE INCOME FROM ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS FOR MEDICAL STUDENTS AND PROGRAMS RELATING TO EDUCATION AND RESEARCH AT THE UNIVERSITY OF MISSOURI MEDICAL SCHOOL, COLUMBIA. | Explanation |
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 MSSSOURI-COLUMBIA SCHOOL OF MEDICINE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOSPITAL DRIVE | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 436003859 | EINOfRecipient |
| IRC Section | 170(B)(1)(A)(V) | IRCSection |
| Amount Of Cash Grant | 56323 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL SUPPORT FOR RESEARCH AND TRANSFERS TO THE UNIVERSITY FOR STUDENT PROGRAMS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS FOR MEDICAL EDUCATION | TypeOfGrant |
| Number Of Recipients | 42 | NumberOfRecipients |
| Amount Of Cash Grant | 79420 | AmountOfCashGrant |
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: THE FOUNDATION HAS AN AGREEMENT WITH THE CURATORS OF THE UNIVERSITY OF MISSOURI WHEREBY THE UNIVERSITY SERVICES THE MEDICAL SCHOOL FOUNDATION'S LOANS AND SCHOLARSHIPS THROUGH THE UNIVERSITY'S STUDENT FINANCIAL AID OFFICE. SCHOLARSHIPS ARE AWARDED BY A SCHOLARSHIP COMMITTEE AFTER SCREENING OF APPLICANTS BY THE FINANCIAL AID OFFICE IN ACCORDANCE WITH RESTRICTIONS ESTABLISHED BY DONORS. MEDICAL SCHOOL FOUNDATION LOAN PROCEDURES ARE THE SAME AS FOR REGULAR STUDENT LOANS. | 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 | SUSAN DUNKIN | NamePerson |
| Base Compensation Filing Org | 13259 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | 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 | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 3749 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 17008 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | AMOUNTS REPORTED IN PART II, COLUMN B AND COLUMN D REPRESENT COMPENSATION PAID BY THE UNIVERSITY OF MISSOURI, AN UNRELATED ORGANIZATION, FOR SERVICES PROVIDED TO THE MEDICAL SCHOOL FOUNDATION BY SUSAN DUNKIN IN HER CAPACITY AS THE EXECUTIVE VICE-PRESIDENT. THE UNIVERSITY OF MISSOURI INCLUDES SUCH AMOUNTS IN THE W-2 ISSUED TO HER. IN ADDITION, AS AN EMPLOYEE OF THE UNIVERSITY OF MISSOURI, SHE PARTICIPATES IN THE UNIVERSITY OF MISSOURI RETIREMENT PLAN. HOWEVER, THOSE AMOUNTS ARE NOT INCLUDED AS A PART OF COMPENSATION FOR SERVICES PROVIDED TO THE MEDICAL SCHOOL FOUNDATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ACCOUNTANT MANAGER REVIEWS A DRAFT OF FORM 990 AND OBTAINS MISSING INFORMATION. THE EXECUTIVE DIRECTOR AND THE BOARD REVIEW FORM 990 BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT CURRENTLY HAVE A CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -45,000. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE I | THE FOUNDATION PREPARES ITS FINANCIAL STATEMENTS ON THE MODIFIFED CASH BASIS OF ACCOUNTING. | OTHER METHOD OF ACCOUNTING |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMY OF POST GRADUATE HEATH CARE EDUCATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MA213 HEALTH SCIENCES CENTER | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431682002 | EIN |
| Primary Activities | MEDICAL EDUCATIONAL PROGRAMS | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 5 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF MISSOURI-COLUMBIA MEDICAL SCHOOL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | 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 |
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