2026-02-26T16:23:18+00:00 2025-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2024-07-01 431181566 University of Central Missouri Foundation UNIV 6605438000 Smiser Alumni Center UCM Warrensburg MO 64093 COURTNEY GODDARD EXECUTIVE DIRECTOR 6605438000 2026-02-26 true true Kayla Bell P01682975 4178658701 2026-02-26 2024 2025-03-06 01:10:19Z COURTNEY GODDARD Smiser Alumni Center UCM Warrensburg MO 64093 60114646 false X WWW.UCMFOUNDATION.ORG X 1979 MO THE FOUNDATION IS A NON-PROFIT, CHARITABLE ORGANIZATION DEDICATED TO SUPPORTING THE MISSION OF THE UNIVERSITY OF CENTRAL MISSOURI. 43 41 0 64 0 6595747 7776586 226157 101559 4014056 5449727 -27486 -99145 10808474 13228727 5384405 6380608 0 0 1016721 1051116 0 0 938734 751846 822741 7152972 8254465 3655502 4974262 98102148 107834372 2323289 2188416 95778859 105645956 X THE MISSION OF ORGANIZATION IS TO CULTIVATE, MANAGE AND DISTRIBUTE RESOURCES AND FOSTER ALUMNI ENGAGEMENT IN SUPPORT OF THE UNIVERSITY OF CENTRAL MISSOURI. false false 2448110 2448110 0 UCM FOUNDATION, THROUGH DONOR GIFTS, PROVIDES THE UNIVERSITY INSTITUTIONAL SUPPORT FOR PLANT FACILITIES AS WELL AS FUNDING FOR CAMPUS CONSTRUCTION PROJECTS. 1960572 1960572 0 UNIVERSITY OF CENTRAL MISSOURI (UCM) FOUNDATION PROVIDES SCHOLARSHIPS TO UNIVERSITY STUDENTS. DURING THE YEAR, 1,142 STUDENTS RECEIVED SCHOLARSHIPS FROM THE FOUNDATION. 1045579 1045579 0 UMC FOUNDATION PROVIDES SUPPORT TO OTHER AREAS IN THE UNIVERSITY INCLUDING KMOS-TV AND ATHLETIC PROGRAMS AS DESIGNATED BY THE DONORS. 926347 926347 101559 UCM FOUNDATION PROVIDES SUPPORT TO ACADEMIC INSTRUCTIONAL AND DEPARTMENTAL PROGRAMS AS DESIGNATED BY THE DONORS. 926347 926347 101559 6380608 true true false false false false false false false true false false false false true false true true false false false false false false true false false true true true false false false false false false false false false false true true false false false true false false false false true 12 0 true 0 false false false false false true true false false false false false false X 43 41 false false false false false true false true true false false false false true true true true true false false false false X Courtney Goddard 6605438000 Smiser Alumni Center UCM Warrensburg MO 64093 Cory Bittner Secretary 2.0 0.0 X X 0 0 0 Courtney Goddard Executive Director, Ex-Officio 34.0 6.0 X X 0 222282 37787 Homer Kay Past Board President 2.0 0.0 X X 0 0 0 Leslie Krasner Board President 2.0 0.0 X X 0 0 0 Meryl Lin McKean Vice-President 2.0 0.0 X X 0 0 0 Rob Ruth Treasurer 2.0 0.0 X X 0 0 0 Aaron Slater Director 1.0 0.0 X 0 0 0 Andre Tinoco Director 1.0 0.0 X 0 0 0 Barry Davis Director 1.0 0.0 X 0 0 0 Brett Ginn Director 1.0 0.0 X 0 0 0 Brock Lewark Director 1.0 0.0 X 0 0 0 Carol Dobies Director 1.0 0.0 X 0 0 0 Chip Gentry Director 1.0 0.0 X 0 0 0 Craig Coen Director 1.0 0.0 X 0 0 0 Dane Power Director 1.0 0.0 X 0 0 0 David Turner Director 1.0 0.0 X 0 0 0 Doug Bennett Director 1.0 0.0 X 0 0 0 Jerry Harmison Director 1.0 0.0 X 0 0 0 Jim Pollard Director 1.0 0.0 X 0 0 0 Joe Neuerburg Director 1.0 0.0 X 0 0 0 Ken Kempker Director 1.0 0.0 X 0 0 0 Kristi Westhead Director 1.0 0.0 X 0 0 0 Manny Abarca Director 1.0 0.0 X 0 0 0 Marc Tuttle Director 1.0 0.0 X 0 0 0 MARY DANDURAND BOG LIAISON, EX-OFFICIO 1.0 0.0 X 0 0 0 Michael Harding Director 1.0 0.0 X 0 0 0 Mike Hough Director 1.0 0.0 X 0 0 0 Pat Lancaster Director 1.0 0.0 X 0 0 0 Pat Leicht Director 1.0 0.0 X 0 0 0 Phyllis Collins Director 1.0 0.0 X 0 0 0 Phyllis Huang Director 1.0 0.0 X 0 0 0 Rick Bennet Director 1.0 0.0 X 0 0 0 Rick Moyer Director 1.0 0.0 X 0 0 0 Rob Park Director 1.0 0.0 X 0 0 0 Roger Best University President, Ex-Officio 6.0 34.0 X 0 320252 58892 Sabrina Wiewel Director 1.0 0.0 X 0 0 0 Sarah Osborne Director 1.0 0.0 X 0 0 0 Scott Loveland Director 1.0 0.0 X 0 0 0 Shirley Kleppe Director 1.0 0.0 X 0 0 0 Steve Lacey Director 1.0 0.0 X 0 0 0 Steve Ritter Director 1.0 0.0 X 0 0 0 Tim Van Zandt Director 1.0 0.0 X 0 0 0 Tracy Palmer Director 1.0 0.0 X 0 0 0 Jaqlyne Jackson Associate Vice President 38.0 2.0 X 0 116670 25192 0 659204 121871 0 false true false 0 571568 7205018 905891 7776586 OTHER REVENUE 900099 101559 101559 0 0 0 0 101559 2483631 2483631 28170 28170 0 0 49417570 46451474 2966096 0 2966096 2966096 307130 571568 434445 -127315 -127315 0 0 0 0 0 13228727 101559 0 5350582 4420036 4420036 1960572 1960572 0 0 744739 268887 475852 306377 106773 199604 163997 163997 0 0 0 0 658744 395466 263278 0 0 0 0 8254465 6380608 935123 938734 389597 403743 894282 466917 1212473 1944904 0 0 0 0 1289955 1126635 8796 4741 0 0 0 0 92393249 101903572 0 0 1913796 1983860 98102148 107834372 1735696 1619527 0 0 587593 568889 2323289 2188416 X 14645136 17170037 81133723 88475919 95778859 105645956 98102148 107834372 X 4974262 4910383 -17548 X false true true false X 5347283 11582741 12482562 6595747 7776586 43784919 0 824971 817214 909927 1021514 1143445 4717071 6172254 12399955 13392489 7617261 8920031 48501990 7365841 41136149 1460307 1621460 2017301 2327600 2511801 9938469 52969 57742 64360 80700 0 255771 0 0 0 0 0 0 58696230 696485 0.70083 0.68257 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82222276 8113005 7783696 1428373 746928 2313009 93630667 73753612 3959499 7480557 1133272 596759 1241361 82222276 65431590 9909414 5151215 1254791 5336936 146880 73753612 65126522 11461657 -9098475 1271062 463727 323325 65431590 50985260 4140184 11486797 1140394 268675 76650 65126522 0.1374 0.4191 0.4435 false false Federal Income Taxes ANNUITIES PAYABLE 568889 568889 19638521 4910383 1228963 0 0 6139346 13499175 163997 -434445 -270448 13228727 9753876 1228963 0 0 434445 1663408 8090468 163997 0 163997 8254465 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT 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. Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS ARE INVESTED WITH THE OBJECTIVE OF CREATING A FLOW OF REASONABLY STABLE AND PREDICTABLE INVESTMENT RETURNS TO MEET THE CURRENT AND FUTURE PROGRAM OR EXPENDITURE NEEDS DESIGNATED BY THE DONOR. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Special Events Expense - -434445 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Special Events Expense - 434445 Athletic Auction 245996 104718 141278 63334 114295 President's Gala 233880 221350 12530 26108 6597 14805 10 398822 245500 153322 14534 43860 58733 92179 878698 571568 307130 14534 69968 128664 221279 434445 -127315 true University of Central Missouri PO Box 800 Warrensburg MO 64093 446000293 GOVERNMENT 4190272 229764 FMV (SEE STATEMENT) (SEE STATEMENT) 1 0 Scholarships 1142 1960572 Schedule I, Part II, Line 1(g) DESCRIPTION OF NON-CASH ASSISTANCE UNIVERSITY OF CENTRAL MISSOURI: CLOTHING, FOOD, EQUIPMENT Schedule I, Part II, Line 1(h) PURPOSE OF GRANT OR ASSISTANCE UNIVERSITY OF CENTRAL MISSOURI: SUPPORT FOR ATHLETICS, TV STATION & ACADEMIC DEPARTMENTS Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: TO ENSURE FUNDS ARE USED ACCORDING TO DONOR WISHES, DISBURSEMENTS ARE REVIEWED AND APPROVED BY UNIVERSITY FUND MANAGERS AND BY THE FOUNDATION. FOLLOWING THE SUBMISSION OF APPROPRIATE DOCUMENTATION, REIMBURSEMENTS ARE MADE MONTHLY TO THE UNIVERSITY OF CENTRAL MISSOURI THROUGH THE UNIVERSITY OFFICE OF ACCOUNTS PAYABLE. PROCEDURES FOR MONITORING THE USE OF SCHOLARSHIP FUNDS: STUDENT APPLICATIONS ARE ENTERED ONLINE THROUGH UCM SCHOLARSHIP FINDER (UCMSF), A PROGRAM PURCHASED FROM ACADEMIC WORKS AND LINKED TO THE UNIVERSITY'S WEBSITE. STUDENT PROFILE INFORMATION FROM THE UNIVERSITY DATABASE IS ADDED TO THE STUDENT'S APPLICATION. UCMSF MATCHES THE STUDENTS BASED ON THE APPLICATION AND PROFILE DATA TO THE SCHOLARSHIPS FOR WHICH THEY QUALIFY. SELECTION COMMITTEES REVIEW THE APPLICATIONS AND MAKE THEIR SELECTIONS THROUGH UCMSF. AFTER BUDGET AVAILABILITY AND THANK YOU NOTE RECEIPT HAVE BEEN VERIFIED, STUDENT FINANCIAL SERVICES AWARDS THE SCHOLARSHIPS. false false false false false false false false false Courtney Goddard Executive Director, Ex-Officio 0 222282 0 0 0 0 0 26676 0 11111 0 260069 0 0 Roger Best University President, Ex-Officio 0 320252 0 0 0 0 0 37676 0 21216 0 379144 0 0 Schedule J, Part I, Line 3 EXECUTIVE COMPENSATION: THE PRESIDENT OF UNIVERSITY OF CENTRAL MISSOURI, A RELATED ORGANIZATION, IS IN CHARGE OF THE HIRING AND COMPENSATION DETERMINATION FOR THE FOUNDATION'S EXECUTIVE DIRECTOR. THIS PROCESS IS APPROVED BY THE UNIVERSITY OF CENTRAL MISSOURI'S BOARD OF GOVERNORS. 1 450 Market value X 20 Market value X 30846 Market value 15 676126 Market value 30 6365 Market value 32 13054 Market value X Animals - Other 1 3000 Market value X Equipment & Supplies 21 108663 Market value X Golf - Other 20 8794 Market value X Tickets/Vacations 40 58573 Market value 0 false true false Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS THE NUMBER OF CONTRIBUTIONS PROVIDED IS BASED UPON THE NUMBER OF ITEMS CONTRIBUTED. Form 990, Part I, Line 5 & PART IX, LINES 7-9; COMPENSATION REIMBURSEMENT AGREEMENT INDIVIDUALS ARE EMPLOYED AND PAID BY THE UNIVERSITY OF CENTRAL MISSOURI. COMPENSATION AND BENEFITS PAID TO SOME UNIVERSITY EMPLOYEES THAT PROVIDE SERVICES FOR THE FOUNDATION ARE REIMBURSED BY THE FOUNDATION. Form 990, Part III, Line 4d Description of other program services (Expenses $ 926,347 including grants of $ 926,347)(Revenue $ 101,559) UCM FOUNDATION PROVIDES SUPPORT TO ACADEMIC INSTRUCTIONAL AND DEPARTMENTAL PROGRAMS AS DESIGNATED BY THE DONORS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE FOLLOWING BOARD MEMBER POSITIONS ARE APPOINTED TO THE ORGANIZATION'S BOARD: 1. ONE MEMBER OF THE UNIVERSITY OF CENTRAL MISSOURI'S BOARD OF GOVERNOR'S, AS DESIGNATED BY THE PRESIDENT OF THE BOARD OF GOVERNOR'S. 2. THE PRESIDENT OF THE UNIVERSITY OF CENTRAL MISSOURI, OR A REPRESENTATIVE OF THEIR CHOOSING. 3. THE CHIEF DEVELOPMENT OFFICER FOR THE UNIVERSITY OF CENTRAL MISSOURI SERVES AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND IS APPOINTED BY THE PRESIDENT OF THE UNIVERSITY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. THE FORM 990 WILL INITIALLY BE INTERNALLY REVIEWED. AFTER THIS REVIEW, THE PUBLIC DISCLOSURE COPY WILL BE PRESENTED TO THE AUDIT COMMITTEE AT ITS COMMITTEE MEETING. AFTER THE AUDIT COMMITTEE APPROVES THE PUBLIC DISCLOSURE COPY, IT WILL BE EMAILED TO ALL OTHER MEMBERS, ALLOWING FOR THE OPPORTUNITY TO ASK QUESTIONS, MAKE COMMENTS, OR REQUEST CHANGES BEFORE THE FILING OF THE FINAL FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy BOARD OFFICERS AND MEMBERS MUST FILE AN ANNUAL WRITTEN DISCLOSURE STATEMENT FOR ANY CONFLICT OF INTEREST. A CONFLICT OF INTEREST DISCLOSURE FORM IS DISTRIBUTED TO THE OFFICERS AND MEMBERS ANNUALLY AT A BOARD MEETING. BEFORE A BOARD MEMBER BEGINS HIS OR HER SERVICE WITH THE FOUNDATION, HE OR SHE SHALL FILE WITH THE GOVERNANCE COMMITTEE (COMMITTEE) OF THE FOUNDATION A LIST OF HIS OR HER PRINCIPAL BUSINESS ACTIVITIES, AS WELL AS INVOLVEMENT WITH OTHER CHARITABLE AND BUSINESS ORGANIZATIONS, VENDOR OR BUSINESS INTEREST, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT OF INTEREST. IN ADDITION TO THE DISCLOSURE REQUIRED BY THE PREVIOUS PARAGRAPH, EACH MEMBER IS UNDER AN OBLIGATION TO THE FOUNDATION, TO HIS OR HER FELLOW VOLUNTEERS, AND TO THE UNIVERSITY SERVED BY THE FOUNDATION TO INFORM THE FOUNDATION OF ANY POSITION HE OR SHE HOLDS OR OF ANY BUSINESS OR A VOCATIONAL ACTIVITY THAT MAY RESULT IN A POSSIBLE CONFLICT OF INTEREST OR BIAS FOR OR AGAINST A PARTICULAR GRANTEE, ACTION OR POLICY, AT THE TIME SUCH GRANT, ACTION OR POLICY IS UNDER CONSIDERATION BY THE BOARD. ANY DUALITY OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER SHALL BE DISCLOSED THE COMMITTEE AND MADE A MATTER OF RECORD AS SOON ASTHE ISSUE IN QUESTION IS RAISED AND A POSSIBLE CONFLICT IS KNOWN. WHEN THE BOARD IS TO DECIDE UPON AN ISSUE ABOUT WHICH A MEMBER HAS AN UNAVOIDABLE CONFLICT OF INTEREST, THAT MEMBER SHALL PHYSICALLY ABSENT HERSELF OR HIMSELF WITHOUT COMMENT FROM NOT ONLY THE VOTE, BUT ALSO FROM THE DELIBERATION, UNLESS DIRECTLY REQUESTED BY THE (PRESIDENT) OR RELEVANT COMMITTEE TO PROVIDE FACTUAL INFORMATION OR ANSWER FACTUAL QUESTIONS THAT MAY ASSIST THE BOARD OR COMMITTEE IN MAKING A WISE DECISION. IN NO CASE SHALL THAT BOARD MEMBER VOTE ON SUCH MATTER OR ATTEMPT TO EXERT PERSONAL INFLUENCE IN CONNECTION THEREWITH. DISCLOSURE AND ABSTENTION SHALL BE RECORDED IN THE MINUTES OF THE MEETING(S) AT WHICH THE ISSUE IS DISCUSSED AND DECIDED. IN ANY SITUATION NOT SPECIFICALLY COVERED BY THE PREVIOUS SECTIONS OF THIS POLICY, MEMBERS SHALL CONSIDER CAREFULLY ANY POTENTIAL CONFLICT OF THEIR PERSONAL INTEREST WITH THE INTERESTS OF THE FOUNDATION AND REFRAIN FROM ANY ACTION THAT MIGHT BE PERCEIVED AS AN ACTUAL OR APPARENT CONFLICT OF INTEREST. Form 990, Part VI, Line 19 Required documents available to the public THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION CURRENTLY HAS ITS AUDITED FINANCIAL STATEMENTS AND POLICIES ON ITS WEBSITE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances ACTUARIAL LOSS ON ANNUITY OBLIGATIONS - -17548; Total - -17548; University of Central Missouri PO Box 800 Warrensburg MO 64093 446000293 Higher Education MO false true true false true false false false false false false false true false true true true false false false