UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE (EIN 48-1108830)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-15
IRS object ID
201211369349306511
Schema version
2010v3.7
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)
Timestamp2012-05-15T15:25:50-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

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 Date2010-07-01TaxPeriodBeginDate

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)
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 Signed2012-05-15DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMichael J EngleName
Phone8162216300Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
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 Receipts118306863GrossReceipts
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 Body24NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees45TotalNbrEmployees
Total Nbr Volunteers10TotalNbrVolunteers
Total Gross UBI339590TotalGrossUBI
Net Unrelated Business Txbl Income-75867NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year125000ContributionsGrantsPriorYear
Contributions Grants Current Year155000ContributionsGrantsCurrentYear
Program Service Revenue Prior Year82486445ProgramServiceRevenuePriorYear
Program Service Revenue CY115668456ProgramServiceRevenueCY
Investment Income Prior Year706797InvestmentIncomePriorYear
Investment Income Current Year1170683InvestmentIncomeCurrentYear
Other Revenue Prior Year17904065OtherRevenuePriorYear
Other Revenue Current Year1312724OtherRevenueCurrentYear
Total Revenue Prior Year101222307TotalRevenuePriorYear
Total Revenue Current Year118306863TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year506487GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY18890515GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year51312586SalariesEtcPriorYear
Salaries Etc Current Year55587070SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year54461998OtherExpensePriorYear
Other Expenses Current Year29282367OtherExpensesCurrentYear
Total Expenses Prior Year106281071TotalExpensesPriorYear
Total Expenses Current Year103759952TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-5058764RevenuesLessExpensesPriorYear
Revenues Less Expenses CY14546911RevenuesLessExpensesCY
Total Assets BOY39504820TotalAssetsBOY
Total Assets EOY70317910TotalAssetsEOY
Total Liabilities BOY30140428TotalLiabilitiesBOY
Total Liabilities EOY67226022TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY9364392NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3091888NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense100077655Expense
Grants18890515Grants
Revenue118306863Revenue
DescriptionSEE SCHEDULE ODescription
Total Program Service Expense100077655TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
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 LiabilitiestrueReportOtherLiabilities
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 With1096285NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees45NumberOfEmployees
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
Excess Business HoldingsfalseExcessBusinessHoldings
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members24NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
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 (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerFormerFormer
BARBARA F ATKINSON
DIRECTOR1.0X055205130727
BERNADETTE GRAY-LITTLE
DIRECTOR1.0X045886241919
EDWARD ELLERBECK
DIRECTOR1.0X022515726951
GARY CLOUD
DIRECTOR1.0X000
GEORGE BITTNER
DIRECTOR1.0X000
H EDWARD PHILLIPS
DIRECTOR1.0X018243916793
JAMES MICHAEL NICHOLAS
DIRECTOR1.0X000
JOHN FERRARO
DIRECTOR1.0X016652921659
KAREN COX
CHAIR1.0X000X
KAREN MILLER
DIRECTOR1.0X033020529168
LYNN PARMAN
DIRECTOR1.0X000
MARJORIE BOTT
DIRECTOR1.0X017552921676
MARY JANE BARNES
DIRECTOR1.0X000
MICHAEL HELMSTETTER
DIRECTOR1.0X000
PAUL TERRANOVA
PRESIDENT/DIRECTOR4.0X031715439917X
PETER SMITH
COMMITTE CHAIR1.0X029140630398
R MICHAEL KEEBLE
DIRECTOR1.0X014287811795
STEPHEN HARTLEY
DIRECTOR1.0X000
TRACY MCFERRIN FOSTER
DIRECTOR1.0X000
WILLIAM TAYLOR
COMMITTEE CHAIR1.0X000
DAVID COHEN
DIRECTOR1.0X000
RICHARD THOMAS FLEENER
DIRECTOR1.0X000
STEPHEN LIGHTSTONE
DIRECTOR1.0X000
MARY MICHELE MARISCALCO
DIRECTOR1.0X0472391462
LISA STEHNO-BITTEL
DIRECTOR1.0X014519723864
GREGORY KOPF
EXECUTIVE DIRECTOR40.01841841000041130X
KIM BARKSDALE
SECRETARY40.07460108001X
STEVEN GEIGER
CFO/TREASURER40.0128634032567X
DAVID GRAINGER
FORMER DIRECTOR0.0014938227266X
JOAN HUNT
FORMER DIRECTOR0.002891127504X
RICHARD BAROHN
FORMER DIRECTOR0.0029221834034X
ROY JENSEN
FORMER DIRECTOR0.0032679628642X
FieldValueIRS element (for citing)
Total Reportable Comp From Org387419TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs4102154TotalReportableCompFrmRltdOrgs
Total Other Compensation475473TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions155000AllOtherContributions
Total Contributions155000TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Research Grant6215008261437582614375
Pharmaceutical Research62150060649455725355339590
FACILITIES & ADMIN. REIMBURSEMENT6215002007926720079267
RESEARCH FACILITIES GRANTS62150069098696909869
FieldValueIRS element (for citing)
Total Program Service Revenue115668456TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1020665TotalRevenueColumn
Exclusion$1,020,665ExclusionAmount

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)
Securities150018Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities0Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities150018Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column150018TotalRevenueColumn
Exclusion$150,018ExclusionAmount

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 REVENUE900099711168711168
IRB REVENUE900099348578348578
MISCELLANEOUS REVENUE900099252978$252,978

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column252978TotalRevenueColumn
Exclusion$252,978ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue1312724TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column118306863TotalRevenueColumn
Related Or Exempt Function Income116388612RelatedOrExemptFunctionIncome
Unrelated Business Revenue339590UnrelatedBusinessRevenue
Exclusion$1,423,661ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total17011235Total
Program Services17011235ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total1847575Total
Program Services1847575ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total31705Total
Program Services31705ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total418351Total
Management And General418351ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total44183164Total
Program Services42189488ProgramServices
Management And General1993676ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total2906303Total
Program Services2777455ProgramServices
Management And General128848ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5311105Total
Program Services5023614ProgramServices
Management And General287491ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2768147Total
Program Services2611224ProgramServices
Management And General156923ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total113369Total
Program Services67118ProgramServices
Management And General46251ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total57555Total
Management And General57555ManagementAndGeneral

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)
Total9697533Total
Program Services9657385ProgramServices
Management And General40148ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total170867Total
Program Services164436ProgramServices
Management And General6431ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total14498844Total
Program Services14345760ProgramServices
Management And General153084ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total446389Total
Program Services326084ProgramServices
Management And General120305ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total632739Total
Program Services632739ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total2076675Total
Program Services2023079ProgramServices
Management And General53596ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total854826Total
Program Services854826ProgramServices

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total614184Total
Program Services453958ProgramServices
Management And General160226ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total52203Total
Management And General52203ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionDues, Memberships, & Sub.Description
Total67183Total
Program Services59974ProgramServices
Management And General7209ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total103759952Total
Program Services100077655ProgramServices
Management And General3682297ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY400EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3726447BOY
EOY23096998EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY10192912BOY
EOY10398103EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY90066BOY
EOY98412EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis725189LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec522813LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY354663BOY
EOY202376EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY24459390BOY
EOY35398547EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY532892BOY
EOY531269EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY148450BOY
EOY591805EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY39504820BOY
EOY70317910EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY5550786BOY
EOY5079842EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY7278713BOY
EOY5922735EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY32306073EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY17310929BOY
EOY23917372EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY30140428BOY
EOY67226022EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-575089BOY
EOY-14334821EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY9939481BOY
EOY17426709EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9364392BOY
EOY3091888EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY39504820BOY
EOY70317910EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses14546911ReconcilationRevenueExpenses
Reconcilation Other Changes-20819415ReconcilationOtherChanges
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 DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
KU MED CENTER
48602992506truetruetrue$119,947,150
UNIV OF KANSAS
48112483906truetruetrue$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs2TotalNumberOfSupportedOrgs
Sum Of Amounts119947150SumOfAmounts

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
LandLand
BuildingsBuildings

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis198358OtherCostOrOtherBasis
Depreciation179505Depreciation
Book Value18853BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis70041OtherCostOrOtherBasis
Depreciation38781Depreciation
Book Value31260BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis456790OtherCostOrOtherBasis
Depreciation304527Depreciation
Book Value152263BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings202376TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Funds Held For Researchers$11,785,304
KUMC F & A RESERVES$12,132,068
FieldValueIRS element (for citing)
Total Of Amounts23917372TotalOfAmounts
Total Revenue118306863TotalRevenue
Total Expenses103759952TotalExpenses
Excess Or Deficit For Year14546911ExcessOrDeficitForYear
Net Unrealized GL On Investments-139802NetUnrealizedGLOnInvestments
Other-$20,857,431OtherAmount
Total Adjustments-20997233TotalAdjustments
Excess Or Deficit Per FS-6450322ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt118906232TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-139802NetUnrealizedGainsInvestments
Other Revenues1193129OtherRevenues
Revenue Not Rptd F9901053327RevenueNotRptdF990
Revenue Subtotal117852905RevenueSubtotal
Other Revenues Not Included453958OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt453958RevenueNotRptdOnFinStmt
Total Revenue Per Form990118306863TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt104334678TotExpensesEtcAuditedFinclStmt
Other Expenses Included1028684OtherExpensesIncluded
Expenses Not Rptd F9901028684ExpensesNotRptdF990
Expenses Subtotal103305994ExpensesSubtotal
Other Expenses Not Included453958OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt453958ExpensesNotRptdOnFinStmt
Total Expenses Per Form990103759952TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 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 $ 15,544,720 ASSUMPTION OF REFINANCED BONDS $ 5,312,711 ----------- $ 20,857,431
RECONCILIATION OF REVENUE - OTHER CHANGESSCHEDULE D, PART XII, LINE 2DRELATED ENTITY REVENUES $ 1,723,095 ELIMINATIONS ($ 529,966) ------------ $ 1,193,129
RECONCILIATION OF REVENUE - OTHER CHANGESSCHEDULE D, PART XII, LINE 4BBOND AMORTIZATION $ 453,958
RECONCILIATION OF EXPENSES - OTHER CHANGESSCHEDULE D, PART XIII, LINE 2DRELATED ENTITY EXPENSES $ 1,558,650 ELIMINATIONS ($ 529,966) ------------ $ 1,028,684
RECONCILIATION OF EXPENSES - OTHER CHANGESSCHEDULE D, PART XIII, LINE 4BBOND AMORTIZATION $ 453,958

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Sub-Saharan AfricaProgram ServicesRESEARCH2906
East Asia and the PacificProgram ServicesRESEARCH38717
Europe (Including Iceland and Greenland)Program ServicesRESEARCH69075
Middle East and North AfricaProgram ServicesRESEARCH117
North AmericaProgram ServicesRESEARCH61719
South AmericaProgram ServicesRESEARCH18356
South AsiaProgram ServicesRESEARCH9041
South AmericaGrantmakingRESEARCH18844
Europe (Including Iceland and Greenland)GrantmakingRESEARCH12861
FieldValueIRS element (for citing)
Subtotal Amount Spent231636SubtotalAmountSpent
Total Amount Spent231636TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
South America18844CHECK
Europe/Iceland/Greenland12861CHECK
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs2TotalNumberOf501c3Orgs
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 (52 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantIRC SectionIRCSectionAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Alere Wellbeing Inc
PO Box 402617AtlantaGA3038420023108030326Support
BGI Americas Corporation
One Broadway Street Floor 3CambridgeMA0214227244550854660Support
Brigham and Women's Hospital Inc
PO Box 3887BostonMA0224104231290958493Support501(C)(3)
California Institute of Technology
1200 E California BlvdPasadenaCA9112595164330757277Support501(C)(3)
Cancer Center of Kansas
818 North Emporia Suite 403WichitaKS6721448118157986993Support
Children's Hospital of New Orleans
200 Henry Clay AvenueNew OrleansLA7011872046750322486Support501(C)(3)
Children's Mercy Hospitals & Clinics
2401 Gillham RoadKansas CityMO6410844060537358800Support501(C)(3)
Cincinnati Children's Hospital Medical Cntr
3333 Burnet AvenueCincinnatiOH4522931083393615240Support501(C)(3)
El Centro Inc
650 Minnesota AvenueKansas CityKS6610136290407339944Support501(C)(3)
Emporia State University
1200 Commercial-CampusBox 4003EmporiaKS66801481124839116850SupportGOVERNMENT
Florida State University
874 Traditions Way Suite 300TallahasseeFL3230659196124816139SupportGOVERNMENT
Fort Hays State University
600 Park StreetHaysKS6760148121077757720SupportGOVERNMENT
Fox Chase Cancer Center
604 Cottman AvenueCheltenhamPA1901223200307223875Support501(C)(3)
GenVec Inc
65 West Watkins Mill RoadGathersburgMD2087823270569058322Support
Heart of America Indian Center
600 West 39th StreetKansas CityMO6411143101239299034Support501(C)(3)
Johns Hopkins University
12529 Collections Center DriveChicagoIL6069352059511054557Support501(C)(3)
Johnson County Community College
12345 College BlvdOverland ParkKS66210480735009108280SupportGOVERNMENT
Kansas State University
Anderson Hall - Room 10ManhattanKS66506480771751823738SupportGOVERNMENT
KU Center for Research Inc
2385 Irving Hill RoadLawrenceKS660454806801172380149Support501(C)(3)
Langston University
PO Box 608LangstonOK7305073601798748358SupportGOVERNMENT
Leading Age
2519 Connecticut Ave NWWashingtonDC2000813621352511000Support501(C)(3)
MCG Research Institute Inc
Sequence 24866A PO Box 945552AtlantaGA3039415860020528700Support501(C)(3)
Medical Univ of South Carolina
19 Hagood Ave Suite 303 MSC 804CharlestonSC2942557600072294955SupportGOVERNMENT
Moffitt Cancer Center
12902 Magnolia DriveTampaFL33612592451713532372Support501(C)(3)
National League for Nursing
61 Broadway 33rd FloorNew YorkNY1000613189651031680Support501(C)(3)
Pittsburg State University
1701 South BroadwayPittsburgKS66762486119268198229SupportGOVERNMENT
Regents of University of Minnesota
NW 5957 PO Box 1450MinneapolisMN554854160075131033450SupportGOVERNMENT
Resource Development Institute
3801 Southwest TrfyKansas CityMO6411144056204740417Support501(C)(3)
SMIOptoGenesis Inc
11509-B N Lamar BoulevardAustinTX787537430152208046Support
Stowers Institute for Medical Research
PO Box 412411Kansas CityMO6414143168445412122Support501(C)(3)
United Methodist Mexican-American Minist
PO Box 766Garden CityKS6784648104951910316Support501(C)(3)
Univ of Medicine & Dentistry New Jersey
PO Box 2685New BrunswickNJ08903221980408129035SupportGOVERNMENT
Univ Texas Med Branch Galveston
PO Box 4786 750HoustonTX7721074600094915745SupportGOVERNMENT
University Colorado Health Sciences Ctr
Office of Grants Contracts F428DenverCO8029184600055584752SupportGOVERNMENT
University of Chicago
6054 South Drexel AvenueChicagoIL60637362177139275067Support501(C)(3)
University of Iowa
Grant Accounting B5 Jessup HallIowa CityIA5224242600481323711SupportGOVERNMENT
University of Michigan
1011 N University RM G049Ann ArborMI4810938600630949061SupportGOVERNMENT
University of Missouri - Columbia AR
PO Box 807012Kansas CityMO6418043600385955239SupportGOVERNMENT
University of Missouri - KC AR
PO Box 805111Kansas CityMO6418043600385946058SupportGOVERNMENT
University of Oklahoma Hth Science
SCB228 P O Box 26901Oklahoma CityOK73126736017987292669SupportGOVERNMENT
University of Rochester
910 Genesee Street Suite 200RochesterNY1461116074320927486Support501(C)(3)
University of Tennessee
62 S Dunlap Street Suite 300MemphisTN38163626001636178961SupportGOVERNMENT
University of Texas Southwestern-Dallas
PO Box 841765DallasTX7528475600286851083SupportGOVERNMENT
University of Texas Galveston
PO Box 4786 750HoustonTX772107460009499792SupportGOVERNMENT
University of Washington
12455 Collections DriveChicagoIL6069391600153715730Support
Vanderbilt University
PMB 401591NashvilleTN3724062047682297406Support501(C)(3)
Washburn University
1700 SW College AvenueTopekaKS6662148603011582447SupportGOVERNMENT
Wichita State University
1845 N FairmountWichitaKS67260486029925121365SupportGOVERNMENT
Saint Luke's Hospital of KC
4401 Wornall RoadKansas CityMO6411144054529715538Support501(C)(3)
KU Center for Technology
3901 Rainbow Blvd Mailstop 1039Kansas CityMO66160262838693397764Support501(C)(3)
KU Medical Center Research Properties
3901 Rainbow Blvd Mailstop 1039Kansas CityMO66160481172394132202Support501(C)(2)
University of Kansas Medical Center
3901 Rainbow Blvd Mailstop 1039Kansas CityMO66160486029925SupportGovernment8688826BOOKFIXED ASSET
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants46TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations6TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
Scholarships136236301
STIPENDS3551027448
GRANTS292583626

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 (17 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
05257730002627802082509902058277800
BERNADETTE GRAY-LITTLE
042375400035108020825021094050078100
DAVID GRAINGER
0148454000928013196014070017664800
EDWARD ELLERBECK
022436300079401913407817025210800
GREGORY KOPF
183668980800516192162533602451702249541036000
H EDWARD PHILLIPS
0180683000175601539901394019923200
JOAN HUNT
0273670000154420007504029661600
JOHN FERRARO
0164947000158201415307506018818800
KAREN MILLER
0326065000414002082508343035937300
MARJORIE BOTT
0173846000168301487506801019720500
PAUL TERRANOVA
0316687000467026943012974035707100
PETER SMITH
02584200003298602454905849032180400
RICHARD BAROHN
026651400025704020825013209032625200
R MICHAEL KEEBLE
0139017000386100011795015467300
ROY JENSEN
0325564000123202082507817035543800
STEVEN GEIGER
1281180005160114470211200161201000
LISA STEHNO-BITTEL
0144725000472012530011334016906100

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, RICHARD BAROHN, MARJORIE BOTT, EDWARD ELLERBECK, JOHN FERRARO, DAVID COHEN, JOAN HUNT, ROY JENSEN, R. MICHAEL KEEBLE, GREGORY KOPF, MARY MICHELE MARISCALCO, KAREN COX, H. EDWARD PHILLIPS, PETER SMITH, LISA STEHNO-BITTEL, AND PAUL TERRANOVA 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
481066589485429BQ62010-10-145388345REFUND 1999B & 2001U (T-1 PORTION)truefalsefalse
KANSAS DEVELOPMENT FINANCE AUTHORITY
481066589485429BQ62010-10-1427516062RENOVATION OF RESEARCH BUILDINGfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapitalized InterestCapitalizedInterestCapital ExpendituresCapitalExpendituresAmount UnspentAmountUnspent
590500053883445312715756292003truetruetruetrue
275160623603782013falsefalsefalsetrue10756841260975013470250

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 AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngaged
0.000000.000000.00000true
0.000000.000000.00000truefalsefalsefalsefalsetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminatedGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
falsefalsefalsefalsefalsefalsefalsefalse
falsefalsefalsefalsefalsefalsefalsefalse

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (25 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 11AThe form 990 is reviewed by the audit committee. A copy is emailed to the full board of directors.
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 ($ 139,802) TRANSFERS TO UNIVERSITY ($ 15,544,720) ASSUMPTION OF REFINANCED BONDS ($ 5,312,711) MINORITY INTEREST IN PRECEDE FUND $ 177,818 ------------ ($ 20,819,415)
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:H EDWARD PHILLIPS 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 COX TITLE:CHAIR HOURS:1
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:COMMITTE 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:STEPHEN HARTLEY TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:TRACY MCFERRIN FOSTER TITLE:DIRECTOR HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:WILLIAM TAYLOR TITLE:COMMITTEE CHAIR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RICHARD THOMAS FLEENER TITLE:DIRECTOR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:GREGORY KOPF TITLE:EXECUTIVE DIRECTOR HOURS:8
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KIM BARKSDALE TITLE:SECRETARY HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:STEVEN GEIGER TITLE:CFO/TREASURER HOURS:8

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/BusinessNameLine1Public Charity StatusPublicCharityStatus
UNIVERSITY OF KANSAS
1450 JAYHAWK BLVDLAWRENCEKS66045481124839EDUCATIONKSGOVERNMENTNA
UNIVERSITY OF KANSAS MEMORIAL CORPORATIO
1301 JAYHAWK BLVDLAWRENCEKS66045486033927RETAILKS501(C)(3)UNIV OF KS5
UNIVERSITY OF KANSAS CENTER FOR RESEARCH
2385 IRVING HILL RDLAWRENCEKS66045480680117ADMINKS501(C)(3)UNIV OF KS5
KU HEALTH PARTNERS INC
3901 RAINBOW BLVDKANSAS CITYKS66160481149398HEALTHCAREKS501(C)(3)UNIV OF KS5
KU CENTER FOR TECH COMMERCIALIZATION INC
3901 RAINBOW BLVDKANSAS CITYKS66160262838693PATENTSKS501(C)(3)KUMCRI11A
KU MEDICAL CENTER RESEARCH PROPERTIES
3901 RAINBOW BLVDKANSAS CITYKS66160481172394REAL ESTATEKS501(C)(2)KUMCRI
STUDENT UNION CORP OF UNIV OF KS MED CTR
3901 RAINBOW BLVDKANSAS CITYKS66160480581966RETAILKS501(C)(3)UNIV OF KS9
UNIVERSITY OF KANSAS MEDICAL CENTER
3901 RAINBOW BLVDKANSAS CITYKS66160481124839MEDICAL CTRKSGOVERNMENTNA

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 Income-1631ShareOfTotalIncome
Share Of EOY Assets533269ShareOfEOYAssets
Disproportionate AllocationsfalseDisproportionateAllocations
General Or Managing PartnerfalseGeneralOrManagingPartner
Percentage Ownership0.73000PercentageOwnership
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 InvolvedAmountInvolved
U OF KS MEDICAL CTR RESEARCH PROPERTIES
B132202
KU CTR FOR TECH COMMERCIALIZATION INC
B397764

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