Totals
- Total revenue
- $33,089,120
- Total expenses
- $37,626,034
- Contributions and grants received
- $29,139,890
- Grants paid
- $34,988,001
- Program service revenue
- $1,238,117
- Investment income
- $2,252,894
- Other revenue
- $458,219
- Total assets, end of year
- $91,546,490
- Total liabilities, end of year
- $397,514
- Net assets or fund balances, end of year
- $91,148,976
- Program services expenses (Part IX)
- $35,689,769
- Management and general expenses
- $1,152,718
- Fundraising expenses
- $783,547
- Program service expenses (Part III)
- $35,689,769
Program services were 94.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$29,139,890
-
1g · Noncash contributions included above
$678,594
-
2a · Program service revenue: UMKC SUPPORT
total $653,700 · related or exempt $653,700
-
2b · Program service revenue: MANAGEMENT FEE ON ENDOWED GIFTS
total $584,417 · related or exempt $584,417
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,729,465 · excluded $1,729,465
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $2,044,941
-
7b · Less cost or other basis and sales expenses
securities $1,521,512
-
7c · Gain or loss
securities $523,429 · other assets $0
-
7d · Net gain or loss
total $523,429 · excluded $523,429
-
11a · Other revenue: OTHER INCOME
total $312,107 · excluded $312,107
-
11b · Other revenue: UNCOLLECTIBLE PLEDGES RECOVERY
total $145,814 · related or exempt $145,814
-
11c · Other revenue: INCOME FROM PARTNERSHIP
total $298 · unrelated business $298
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$458,219
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $34,855,674 · program services $34,855,674
-
2 · Grants to domestic individuals
total $132,327 · program services $132,327
-
7 · Other salaries and wages
total $1,351,288 · program services $445,925 · management and general $445,925 · fundraising $459,438
-
8 · Pension plan contributions
total $102,096 · program services $33,691 · management and general $33,692 · fundraising $34,713
-
9 · Other employee benefits
total $232,030 · program services $76,570 · management and general $76,570 · fundraising $78,890
-
10 · Payroll taxes
total $36,370 · program services $12,002 · management and general $12,002 · fundraising $12,366
-
11b · Fees: legal
total $31,471 · management and general $31,471
-
11c · Fees: accounting
total $55,262 · management and general $55,262
-
11f · Fees: investment management
total $195,976 · management and general $195,976
-
11g · Fees: other
total $36,737 · program services $0 · management and general $20,052 · fundraising $16,685
-
12 · Advertising and promotion
total $242,327 · program services $79,968 · management and general $79,968 · fundraising $82,391
-
13 · Office expenses
total $155,717 · program services $51,386 · management and general $52,944 · fundraising $51,387
-
17 · Travel
total $39,486 · management and general $19,743 · fundraising $19,743
-
19 · Conferences, conventions and meetings
total $33,678 · management and general $33,678
-
23 · Insurance
total $10,609 · management and general $5,304 · fundraising $5,305
-
24a · Other expenses: GREATER KC COMM FOUNDATION
total $75,880 · management and general $75,880
-
24b · Other expenses: PUBLICATIONS
total $20,337 · fundraising $20,337
-
24c · Other expenses: ORGANIZATIONAL MEMBERSHIPS
total $12,026 · management and general $12,026
-
24d · Other expenses: RECRUITMENT
total $2,724 · program services $899 · management and general $899 · fundraising $926
-
24e · All other expenses
total $4,019 · program services $1,327 · management and general $1,326 · fundraising $1,366
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $724,845 · end of year $150,712
-
2 · Savings and temporary cash investments
beginning of year $744,475 · end of year $666,507
-
3 · Pledges and grants receivable
beginning of year $24,956,741 · end of year $17,891,038
-
4 · Accounts receivable
beginning of year $1,273,063 · end of year $715,312
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $31,074 · end of year $43,475
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $48,723,164 · end of year $57,946,980
-
12 · Investments: other securities
beginning of year $12,776,475 · end of year $14,121,866
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $10,600 · end of year $10,600
-
17 · Accounts payable and accrued expenses
beginning of year $172,345 · end of year $397,514
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,970,534 · end of year $2,317,896
-
28 · Net assets with donor restrictions
beginning of year $87,097,558 · end of year $88,831,080
Mission and programs · 2023
Mission
UMKC FOUNDATION'S SOLE PURPOSE IS TO BENEFIT THE UNIVERSITY OF MISSOURI - KANSAS CITY (UMKC) BY SUPPORTING (THROUGH FUNDS RAISED, HELD AND ADMINISTERED BY THE FOUNDATION) ACADEMIC PROGRAMS AND EDUCATIONAL OPPORTUNITIES THAT WILL ENHANCE UMKC OVER AND ABOVE THOSE WHICH ARE FUNDED WITH STATE SUPPORT, STUDENT FEES AND TUITION.
-
THE UMKC FOUNDATION ("FOUNDATION") AND ITS EMPLOYEES HAVE THE PRIMARY RESPONSIBILITY FOR THE SOLICITATION OF CONTRIBUTIONS FROM PRIVATE SOURCES FOR THE SUPPORT OF UMKC. THE FOUNDATION SOLICITS CONTRIBUTIONS WHICH ARE MADE TO THE FOUNDATION AND HELD AND ADMINISTERED BY THE FOUNDATION FOR THE BENEFIT OF UMKC. THE FOUNDATION ALSO SOLICITS CONTRIBUTIONS WHICH ARE MADE DIRECTLY TO UMKC OR TO ONE OF ITS SCHOOLS OR SUPPORTING ORGANIZATIONS. THE FUNDRAISING EFFORTS OF THE FOUNDATION PRODUCED THE RESULTS AS SHOWN ON THE STATEMENT OF REVENUE, PART VIII. THE EFFORTS OF THE FOUNDATION HAVE PRODUCED PLEDGES AND PLANNED GIVING COMMITMENTS AS SHOWN ON THE BALANCE SHEET, PART X. THE FOUNDATION MADE GRANTS FROM EARNINGS OF ITS ENDOWMENT FUNDS HELD BY THE FOUNDATION TO SUPPORT VARIOUS UMKC PROGRAMS IN THE AMOUNTS AS SHOWN ON THE STATEMENT OF FUNCTIONAL EXPENSES, PART IX.
Expenses $35,689,769 · Grants $34,988,001 · Revenue $1,383,931
As filed on the 2023 return.
Listed in Part VII
-
C Mauli Agrawal PhDC MAULI AGRAWAL PHD
CHANCELLOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert RegnierROBERT REGNIER
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
William M LyonsWILLIAM M LYONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
William TaylorWILLIAM TAYLOR
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Doranne HudsonDORANNE HUDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Frank J WewersFRANK J WEWERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jerry D ReeceJERRY D REECE
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Josh SoslandJOSH SOSLAND
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Lindsey Patterson-SmithLINDSEY PATTERSON-SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Marny D ShermanMARNY D SHERMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Molly KerrMOLLY KERR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nathaniel HagedornNATHANIEL HAGEDORN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nelson R Sabates MDNELSON R SABATES MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Pat MacDonaldPAT MACDONALD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan D RappRYAN D RAPP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amanda DavisAMANDA DAVIS
PRESIDENT
- Total calculated
- $311,583
- From this org
- $257,805
- From related orgs
- $0
- Other
- $53,778
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $256,934
- Bonus
- $0
- Other
- $871
- Deferred
- $21,306
- Nontaxable benefits
- $32,472
- Filer's total
- $311,583
-
Mark MattisonMARK MATTISON
SR. DIRECTOR OF DEVELOPMENT
- Total calculated
- $115,698
- From this org
- $105,050
- From related orgs
- $0
- Other
- $10,648
- Hours/week
- 40
-
Matthew McDonoughMATTHEW MCDONOUGH
SR. MANAGING DIR OF DEVELOPMENT
- Total calculated
- $114,618
- From this org
- $103,247
- From related orgs
- $0
- Other
- $11,371
- Hours/week
- 40
-
Raymond J SonnenbergRAYMOND J SONNENBERG
SR. DIRECTOR OF DEVELOPMENT
- Total calculated
- $110,564
- From this org
- $100,463
- From related orgs
- $0
- Other
- $10,101
- Hours/week
- 40
-
Shelly DoucetSHELLY DOUCET
AVP & DIRECTOR OF DEVELOPMENT
- Total calculated
- $167,041
- From this org
- $153,831
- From related orgs
- $0
- Other
- $13,210
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,831
- Bonus
- $0
- Other
- $0
- Deferred
- $12,868
- Nontaxable benefits
- $342
- Filer's total
- $167,041
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part II & FORM 990, PART VII, SECTION A, LINE 5
- THE COMPENSATION REPORTED FOR AMANDA DAVIS IS PAID BY THE UNIVERSITY OF MISSOURI - KANSAS CITY, AN UNRELATED ORGANIZATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
UMKC
$34,675,800
SCHOLARSHIP & ACADEMIC PROGRAM
-
DIASTOLE-HOSPITAL HILL INCORPORATED
$179,874
MAINTENANCE & OPERATING
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · RESEARCH · MO · controlled entity
Directly controlled by UMKC FDN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541059349302184
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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