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← UNIVERSITY ACADEMY FOUNDATION

Form 990 for tax year 2024

Filed by UNIVERSITY ACADEMY FOUNDATION.

Totals

Total revenue
$2,253,246
Total expenses
$1,174,431
Contributions and grants received
$2,318,433
Grants paid
$668,770
Program service revenue
$0
Investment income
$27,424
Other revenue
-$92,611
Total assets, end of year
$2,245,783
Total liabilities, end of year
$15,745
Net assets or fund balances, end of year
$2,230,038
Program services expenses (Part IX)
$980,198
Management and general expenses
$83,318
Fundraising expenses
$110,915
Program service expenses (Part III)
$980,198

Program services were 83.5% 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.

  • 1c · Fundraising events

    $540,801

  • 1f · All other contributions, gifts and grants

    $1,777,632

  • 1g · Noncash contributions included above

    $1,018,673

  • 3 · Investment income

    total $27,424 · excluded $27,424

  • 8a · Fundraising events: gross income

    $19,800

  • 8a · Fundraising events: contributions included on line 1c

    $540,801

  • 8b · Fundraising events: direct expenses

    $112,411

  • 8c · Net income from fundraising events

    total -$92,611 · excluded -$92,611

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $101,531 · program services $101,531

  • 2 · Grants to domestic individuals

    total $567,239 · program services $567,239

  • 5 · Compensation of officers, directors and key employees

    total $111,953 · program services $83,965 · management and general $11,195 · fundraising $16,793

  • 7 · Other salaries and wages

    total $224,378 · program services $144,224 · management and general $24,511 · fundraising $55,643

  • 8 · Pension plan contributions

    total $4,104 · management and general $4,104

  • 9 · Other employee benefits

    total $1,982 · program services $1,608 · management and general $291 · fundraising $83

  • 10 · Payroll taxes

    total $24,939 · program services $16,853 · management and general $2,558 · fundraising $5,528

  • 11b · Fees: legal

    total $298 · management and general $298

  • 11c · Fees: accounting

    total $7,500 · management and general $7,500

  • 11e · Fees: professional fundraising services

    total $7,432 · fundraising $7,432

  • 11g · Fees: other

    total $2,036 · management and general $2,036

  • 13 · Office expenses

    total $4,179 · management and general $3,537 · fundraising $642

  • 14 · Information technology

    total $8,153 · management and general $8,153

  • 16 · Occupancy

    total $36,213 · program services $21,420 · management and general $6,091 · fundraising $8,702

  • 22 · Depreciation, depletion and amortization

    total $3,056 · management and general $3,056

  • 23 · Insurance

    total $4,644 · management and general $4,644

  • 24a · Other expenses: ALUMNI SUPPORT PROGRAM

    total $29,038 · program services $28,899 · fundraising $139

  • 24b · Other expenses: COMMUNITY OUTREACH

    total $10,430 · management and general $10 · fundraising $10,420

  • 24c · Other expenses: MISCELLANEOUS

    total $7,914 · program services $6,910 · management and general $1,004

  • 24d · Other expenses: STUDENT & ALUMNI EVENTS

    total $7,240 · program services $7,240

  • 24e · All other expenses

    total $10,172 · program services $309 · management and general $4,330 · fundraising $5,533

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,103,466 · end of year $909,097

  • 2 · Savings and temporary cash investments

    beginning of year $15,209 · end of year $1,023,782

  • 10a · Land, buildings and equipment: cost or other basis

    $45,840

  • 10b · Land, buildings and equipment: accumulated depreciation

    $17,063

  • 10c · Land, buildings and equipment, net

    beginning of year $31,833 · end of year $28,777

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $281,621

  • 15 · Other assets

    beginning of year $2,506 · end of year $2,506

  • 17 · Accounts payable and accrued expenses

    beginning of year $18,890 · end of year $15,745

  • 27 · Net assets without donor restrictions

    beginning of year $934,271 · end of year $1,330,045

  • 28 · Net assets with donor restrictions

    beginning of year $199,853 · end of year $899,993

Mission and programs · 2024

Mission

THE MISSION OF UNIVERSITY ACADEMY FOUNDATION IS TO FACILITATE EDUCATIONAL PROGRAMS AND OPPORTUNITIES THAT SUPPORT COLLEGE READINESS, COLLEGE COMPLETION AND CAREER SUCCESS FOR UNIVERSITY ACADEMY STUDENTS AND ALUMNI. UNIVERSITY ACADEMY IS A COLLEGE-PREPARATORY K-12 CHARTER PUBLIC SCHOOL IN KANSAS CITY, MISSOURI. THE SCHOOL'S MISSION IS TO PREPARE STUDENTS TO SUCCEED IN AN INSTITUTION OF HIGHER EDUCATION AND TO BE LEADERS IN SOCIETY.

Activities or mission (Part I)

UNIVERSITY ACADEMY FOUNDATION WAS ESTABLISHED TO SUPPORT PROGRAMS AND SPECIAL EDUCATIONAL OPPORTUNITIES FOR STUDENTS AND ALUMNI OF UNIVERSITY ACADEMY.

  • K-12 SPECIAL PROGRAMS AND OPPORTUNITIES: PROVIDES FUNDING FOR VARIOUS SUPPLEMENTAL PROGRAMS AND EDUCATIONAL OPPORTUNITIES FOR UA STUDENTS. PROVIDES SCHOLARSHIPS FOR VARIOUS DOMESTIC AND INTERNATIONAL SUMMER PROGRAMS FOR MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS. ASSISTS HIGH SCHOOL JUNIORS AND SENIORS WITH CAREER EXPLORATION AND COLLEGE APPLICATIONS. PROVIDES COLLEGE SCHOLARSHIPS AND MENTORSHIP FOR 1-4 HIGH SCHOOL SENIORS EACH YEAR.

    Expenses $622,315 · Grants $440,120

  • ALUMNI PROGRAM: SUPPORT APPROXIMATELY 806 UNIVERSITY ACADEMY ALUMNI IN PURSUIT OF THEIR ACADEMIC AND CAREER GOALS. OPERATES PROGRAMS WHICH PROVIDE ACADEMIC, PERSONAL AND FINANCIAL SUPPORT AND SCHOLARSHIP AWARDS TO UA ALUMNI IN COLLEGE BASED ON COLLEGE ATTENDANCE AND GRADES. ALSO INCLUDES A CAREER ACCELERATION PROGRAM WHICH WORKS TO PROVIDE UA ALUMS IN COLLEGE WITH SUMMER INTERNSHIPS AND ALL ALUMNI AT ANY STAGE OF THEIR LIFE WITH CAREER ASSESSMENT, JOB SEARCH SKILLS AND TOOLS AND CAREER GUIDANCE.

    Expenses $357,883 · Grants $228,650

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Byron White

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jen Helzberg

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • David Dickey

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Donald Hawkins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mariah Jordan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Anthony McDaniel

    BOARD MEMBER - AS OF 4/25

    Total calculated
    $0
    Hours/week
    1

  • Sonja Shaffer

    EXECUTIVE DIRECTOR

    Total calculated
    $116,800
    From this org
    $99,000
    From related orgs
    $0
    Other
    $17,800
    Hours/week
    50

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.

Grants on this return

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • FRIENDS HOLDINGS LLC

    FURTHERANCE OF THE MISSION OF UNIVERSITY ACADEMY FOUNDATION · MO · income $0 · assets $0

    Directly controlled by UNIVERSITY ACADEMY FOUNDATION

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.5
Source object
202611359349314781

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