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← UMKC FOUNDATION

Form 990 for tax year 2022

Filed by UMKC FOUNDATION.

Totals

Total revenue
$56,327,176
Total expenses
$31,467,044
Contributions and grants received
$53,205,228
Grants paid
$28,666,687
Program service revenue
$1,584,499
Investment income
$1,287,073
Other revenue
$250,376
Total assets, end of year
$89,240,437
Total liabilities, end of year
$172,345
Net assets or fund balances, end of year
$89,068,092
Program services expenses (Part IX)
$29,286,362
Management and general expenses
$1,286,070
Fundraising expenses
$894,612
Program service expenses (Part III)
$29,286,362

Program services were 93.1% 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

    $53,205,228

  • 1g · Noncash contributions included above

    $307,536

  • 2a · Program service revenue: UMKC Contract Revenue

    total $208,750 · related or exempt $208,750

  • 2b · Program service revenue: UMKC Support

    total $653,700 · related or exempt $653,700

  • 2c · Program service revenue: MANAGEMENT FEE ON ENDOWED GIFTS

    total $722,049 · related or exempt $722,049

  • 3 · Investment income

    total $1,306,975 · excluded $1,306,975

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,576,224

  • 7b · Less cost or other basis and sales expenses

    securities $1,596,126

  • 7c · Gain or loss

    securities -$19,902

  • 7d · Net gain or loss

    total -$19,902 · excluded -$19,902

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Other Income

    total $249,773 · excluded $249,773

  • 11b · Other revenue: INCOME (LOSS) FROM PARTNRSHIPS

    total $603 · unrelated business $603

  • 11e · Other revenue, total

    $250,376

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $28,537,373 · program services $28,537,373

  • 2 · Grants to domestic individuals

    total $129,314 · program services $129,314

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $235,715 · program services $77,786 · management and general $77,786 · fundraising $80,143

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,132,445 · program services $373,707 · management and general $373,707 · fundraising $385,031

  • 8 · Pension plan contributions

    total $76,564 · program services $25,266 · management and general $25,266 · fundraising $26,032

  • 9 · Other employee benefits

    total $98,176 · program services $32,398 · management and general $32,398 · fundraising $33,380

  • 10 · Payroll taxes

    total $94,415 · program services $31,157 · management and general $31,157 · fundraising $32,101

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $30,595 · management and general $30,595

  • 11c · Fees: accounting

    total $52,395 · management and general $52,395

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $212,633 · fundraising $212,633

  • 11f · Fees: investment management

    total $199,709 · management and general $199,709

  • 11g · Fees: other

    total $30,893 · management and general $14,574 · fundraising $16,319

  • 12 · Advertising and promotion

    total $54,921 · program services $18,124 · management and general $18,124 · fundraising $18,673

  • 13 · Office expenses

    total $167,994 · program services $55,438 · management and general $57,118 · fundraising $55,438

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $39,334 · management and general $19,667 · fundraising $19,667

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $18,041 · management and general $18,041

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $9,142 · management and general $4,571 · fundraising $4,571

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $231,063 · management and general $231,063

  • 24b · Other expenses: GKCCF PUBLICATIONS

    total $75,880 · management and general $75,880

  • 24c · Other expenses: ORGANIZATIONAL MEMBERSHIPS

    total $11,612 · management and general $11,612

  • 24d · Other expenses: RECRUITMENT

    total $10,878 · program services $3,590 · management and general $3,590 · fundraising $3,698

  • 24e · All other expenses

    total $17,952 · program services $2,209 · management and general $8,817 · fundraising $6,926

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $746,622 · end of year $724,845

  • 2 · Savings and temporary cash investments

    beginning of year $224,374 · end of year $744,475

  • 3 · Pledges and grants receivable

    beginning of year $5,570,335 · end of year $24,956,741

  • 4 · Accounts receivable

    beginning of year $908,579 · end of year $1,273,063

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,153 · end of year $31,074

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $37,442,311 · end of year $48,723,164

  • 12 · Investments: other securities

    beginning of year $15,985,452 · end of year $12,776,475

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end 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 $211,787 · end of year $172,345

  • 18 · Grants payable

    beginning of year $1,000 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    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 $1,953,708 · end of year $1,970,534

  • 28 · Net assets with donor restrictions

    beginning of year $58,730,931 · end of year $87,097,558

Mission and programs · 2022

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 (SEE SCHEDULE O)

Activities or mission (Part I)

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 (SEE SCHEDULE O)

  • SEE SCHEDULE O

    Expenses $29,286,362 · Grants $28,666,687 · Revenue $1,584,499

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Shelly Doucet

    AVP & DIRECTOR OF DEVELOPMENT

    Total calculated
    $166,640
    From this org
    $132,860
    From related orgs
    $0
    Other
    $33,780
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,860
    Bonus
    $0
    Other
    $0
    Deferred
    $13,300
    Nontaxable benefits
    $20,480
    Filer's total
    $166,640

  • Mark Mattison

    MAJOR GIFT OFFICER

    Total calculated
    $114,540
    From this org
    $101,076
    From related orgs
    $0
    Other
    $13,464
    Hours/week
    40

  • Amanda Davis

    PRESIDENT

    Total calculated
    $63,360
    From this org
    $52,809
    From related orgs
    $0
    Other
    $10,551
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $52,809
    Bonus
    $0
    Other
    $0
    Deferred
    $4,333
    Nontaxable benefits
    $6,218
    Filer's total
    $63,360

  • William M Lyons

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Robert D Regnier

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Debby Ballard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ryan D Rapp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerry D Reece

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Nelson R Sabates MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Marny D Sherman

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Frank J Wewers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • C Mauli Agrawal PhD

    CHANCELLOR

    Total calculated
    $0
    Hours/week
    2

  • William Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Josh Sosland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lindsey Patterson Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202410969349301301

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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