2026-04-27T08:42:59+00:00 2025-06-30 440160260 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990 2024-07-01 260840496 UMKC FOUNDATION UMKC 8162351601 5115 OAK STREET 202 ADMIN CENTER KANSAS CITY MO 64112 AMANDA DAVIS PRESIDENT 8162351601 2026-04-27 true Michael Engle P00482834 8162216300 2026-05-15 2024 2025-03-06 01:10:19Z AMANDA DAVIS 5115 OAK ST 202 ADMIN CENTER KANSAS CITY MO 64112 31280152 false X WWW.UMKCFOUNDATION.ORG X 2007 MO UMKC FOUNDATION'S SOLE PURPOSE IS TO BENEFIT THE UNIVERSITY OF MISSOURI - KANSAS CITY (UMKC) BY SUPPORTING (THROUGH FUNDS RAISED, 14 14 28 14 -25317 0 29139890 22660800 1238117 2324722 2252894 3401632 458219 666187 33089120 29053341 34988001 33865116 0 1721784 2081073 0 992023 916249 1008901 37626034 36955090 -4536914 -7901749 91546490 87153512 397514 352068 91148976 86801444 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. false false 34681762 33865116 2401627 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. 34681762 true true false false false false false false false true false true false false false false false true false false true false false false false false false true true true false false false false false false false false false false true false false false false true true false false false true 10 0 true 28 true false false false false false false false false false false false false X 14 14 false false false false false true true true true false false false true true true true true true true false false false MO X CHARLES FLOYD 8162351601 5115 OAK STREET 225 ADMIN CENTER KANSAS CITY MO 64112 C MAULI AGRAWAL PHD CHANCELLOR 2.0 0.0 X X 0 0 0 MARNY D SHERMAN SECRETARY 1.0 0.0 X X 0 0 0 ROBERT REGNIER CHAIR 2.0 0.0 X X 0 0 0 WILLIAM TAYLOR TREASURER 2.0 0.0 X X 0 0 0 DORANNE HUDSON DIRECTOR 1.0 0.0 X 0 0 0 JERRY D REECE PAST CHAIR 1.0 0.0 X 0 0 0 JOSH SOSLAND VICE CHAIR 1.0 0.0 X 0 0 0 LINDSEY PATTERSON-SMITH DIRECTOR 2.0 0.0 X 0 0 0 MOLLY KERR DIRECTOR 1.0 0.0 X 0 0 0 NATHANIEL HAGEDORN DIRECTOR 1.0 0.0 X 0 0 0 NELSON R SABATES MD DIRECTOR 1.0 1.0 X 0 0 0 PAT MACDONALD DIRECTOR 1.0 0.0 X 0 0 0 RYAN D RAPP DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM M LYONS DIRECTOR 2.0 0.0 X 0 0 0 AMANDA DAVIS PRESIDENT 40.0 1.0 X 268857 0 56857 MARK MATTISON SR. DIRECTOR OF DEVELOPMENT 40.0 0.0 X 110078 0 13606 MATTHEW MCDONOUGH SR. MANAGING DIR OF DEVELOPMENT 40.0 40.0 X 118052 0 17485 RAYMOND J SONNENBERG SR. DIRECTOR OF DEVELOPMENT 40.0 0.0 X 103371 0 13156 SHELLY DOUCET AVP & DIRECTOR OF DEVELOPMENT 40.0 0.0 X 163470 0 13885 763828 0 114989 5 false true true 0 22660800 1737114 22660800 UMKC SUPPORT 561499 1362900 1362900 MANAGEMENT FEE ON NON-ENDOWED GIFTS 561499 961822 961822 0 0 0 0 2324722 2175966 2175966 0 0 3452477 2226811 1225666 0 1225666 1225666 OTHER INCOME 900099 614599 614599 UNCOLLECTIBLE PLEDGES RECOVERY 900099 76905 76905 INCOME/LOSS FROM PARTNERSHIP 901101 -25317 -25317 0 0 0 0 666187 29053341 2401627 -25317 4016231 33744238 33744238 120878 120878 1634636 539430 539430 555776 127261 41996 41996 43269 176130 58123 58123 59884 143046 47205 47205 48636 10042 10042 58035 58035 223729 223729 146015 0 65430 80585 146017 58407 29203 58407 195785 64609 66567 64609 15697 5180 5337 5180 29122 14561 14561 38062 19031 19031 11055 5528 5527 GREATER KC COMM FOUNDATION 75880 75880 PUBLICATIONS 34810 34810 ORGANIZATIONAL MEMBERSHIPS 19512 19512 RECRUITMENT 4131 1363 1363 1405 1009 333 333 343 36955090 34681762 1281305 992023 150712 141217 666507 921680 17891038 6812348 715312 1152091 0 0 0 0 43475 112083 0 0 0 0 57946980 62769813 14121866 15244280 0 10600 0 91546490 87153512 397514 343068 0 9000 0 0 0 0 397514 352068 X 2317896 2983378 88831080 83818066 91148976 86801444 91546490 87153512 X -7901749 3510156 44061 X false true true false X 24310625 9406622 53205228 29139890 22660800 138723165 0 0 24310625 9406622 53205228 29139890 22660800 138723165 55583175 83139990 1231332 1794237 1306975 1729465 2175966 8237975 987 603 298 0 1888 204023 1223092 249773 457921 691504 2826313 149789341 8495806 0.55505 0.45592 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 204023.0, COLUMN B - 624542.0, COLUMN C - 249773.0, COLUMN D - 312107.0, COLUMN E - 614599.0, COLUMN F - 2005044.0; DESCRIPTION - UNCOLLECTIBLE PLEDGES RECOVERY, COLUMN A - , COLUMN B - 598550.0, COLUMN C - , COLUMN D - 145814.0, COLUMN E - 76905.0, COLUMN F - 821269.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68169590 3421240 6394104 2287105 3882 877556 74816391 58816115 3965655 8163508 1985913 65179 724596 68169590 52674759 7143808 4510144 1884829 2944899 682868 58816115 54929257 2856258 -2440995 2018533 3135 648093 52674759 45922719 2936321 8466673 1805015 6247 585194 54929257 0.0 0.7929 0.2071 false false Closely-held equity interests Financial derivatives OTHER SECURITIES 15244280 F 15244280 34657864 3510156 2263855 131146 5905157 28752707 223729 76905 300634 29053341 38928723 2263855 10412 2274267 36654456 223729 76905 300634 36955090 Schedule D, Part X, Line 2 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 THE UMKC FOUNDATION IS A SEPARATE ENTERPRISE DEVOTED TO RAISING FUNDS FOR THE BENEFIT OF THE UNIVERSITY OF MISSOURI-KANSAS CITY, AN UNRELATED ORGANIZATION FOR TAX PURPOSES, WHILE EXERCISING FIDUCIARY RESPONSIBILITY OVER PHILANTHROPIC INVESTMENTS MADE TO THE UNIVERSITY. THE UMKC FOUNDATION'S ENDOWMENT POOL IS ESSENTIAL TO SUSTAINING ACADEMIC EXCELLENCE, AS IT PROVIDES A STEADY SOURCE OF INCOME TO SUPPORT STUDENT SCHOLARSHIPS, PROFESSORSHIPS, PROGRAM SUPPORT, RESEARCH, AND OTHER LEARNING OPPORTUNITIES AT THE UNIVERSITY OF MISSOURI-KANSAS CITY, EVEN IN THE MIDST OF BUDGET FLUCTUATIONS AND THE ECONOMY AS A WHOLE. THE ENDOWMENT POOL CONTAINS VARIOUS GIFTS, BEQUESTS, AND OTHER FUNDS TO BE HELD IN PERPETUITY, AND ALLOW THE UNIVERSITY TO UTILIZE THE INCOME IN CONFORMANCE WITH DONOR STIPULATIONS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 RELATED ORGANIZATION REVENUE - 87085 CHANGE IN LIFE INSURANCE - 18744 INCOME FROM PARTNERSHIPS - 25317 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements UNCOLLECTIBLE PLEDGES RECOVERY - 76905 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 RELATED ORGANIZATION EXPENSES - 10412 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements UNCOLLECTIBLE PLEDGES RECOVERY - 76905 Central America and the Caribbean 0 0 Investments 11544268 0 0 0 0 0 0 11544268 0 11544268 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual false DIASTOLE-HOSPITAL HILL INCORPORATED 2501 HOLMES KANSAS CITY MO 64108 431213056 501(C)(3) 211316 MAINTENANCE & OPERATING UMKC 2501 HOLMES KANSAS CITY MO 64108 436003859 GOVT 33532922 SCHOLARSHIP & ACADEMIC PROGRAM 2 0 SCHOLARSHIPS 112 120878 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds GRANTS ARE PROVIDED TO THE UNIVERSITY OF MISSOURI-KANSAS CITY (UMKC) FOR USE IN ACCORDANCE WITH THE SELECTION CRITERIA AND PROCESS IDENTIFIED IN THE DONOR DOCUMENT BY WHICH FUNDS WERE RECEIVED. THE UMKC FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS AWARDED, WHEREAS UMKC MONITORS THE USE OF FUNDS. NO GRANTS ARE MADE FOR USE OUTSIDE THE UNITED STATES. UMKC MONITORS THE SCHOLARSHIPS GRANTED TO STUDENTS. X X false false false false false false false false false AMANDA DAVIS PRESIDENT 267966 0 0 0 891 0 22237 0 34620 0 325714 0 0 0 SHELLY DOUCET AVP & DIRECTOR OF DEVELOPMENT 163470 0 0 0 0 0 13543 0 342 0 177355 0 0 0 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. 25 1737114 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE PRESIDENT OF THE CURATORS OF THE UNIVERSITY OF MISSOURI SHALL BE ENTITLED TO APPOINT UP TO, BUT NOT MORE THAN, TWENTY PERCENT OF THE MEMBERS OF THE BOARD. THE PRESIDENT'S APPOINTMENTS WILL NOT INCLUDE MORE THAN TWO PERSONS WHO ARE EMPLOYEES OF THE UNIVERSITY. PRIOR TO MAKING SUCH APPOINTMENTS THE PRESIDENT SHALL CONSULT WITH THE NOMINATING COMMITTEE OF THE FOUNDATION REGARDING PERSONS BEING CONSIDERED BY THE PRESIDENT FOR APPOINTMENT TO THE BOARD. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE BYLAWS MAY NOT BE AMENDED, WITHOUT THE APPROVAL OF THE UNIVERSITY OF MISSOURI, IN A MANNER WHICH WOULD (I) DIMINISH THE RIGHT OF THE UNIVERSITY OF MISSOURI PRESIDENT TO APPOINT VOTING MEMBERS OF THE BOARD OF DIRECTORS, (II) RESULT IN THE CHANCELLOR NOT BEING A DIRECTOR AND A MEMBER OF THE EXECUTIVE COMMITTEE OR (III) CHANGE THE SOLE PURPOSE OF THE FOUNDATION TO INCLUDE SOMETHING OTHER THAN THE SUPPORT OF UMKC. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT THIRD-PARTY ACCOUNTING FIRM. IT IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND RECOMMENDED REVISIONS BEFORE IT IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy THE BOARD OF DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND NOTATE IF THEY HAVE ANY CONFLICTS IN WRITTEN FORM. ANY BOARD MEMBER OR STAFF MEMBER IS EXPECTED TO RECUSE HIMSELF OR HERSELF FROM ANY FOUNDATION COMMITTEE OR PROCESS CONSIDERING ACTION IN WHICH HE OR SHE HAS A BUSINESS OR SIGNIFICANT FINANCIAL INTEREST. THE CHAIR AND PRESIDENT WILL REVIEW POTENTIAL CONFLICTS OF INTEREST AND RECOMMEND REMEDIAL ACTION. BOARD MEMBERS WITH A CONFLICT WILL BE REMOVED FROM THE VOTE ON THE POTENTIAL TRANSACTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION OF THE PRESIDENT OF THE FOUNDATION WAS ESTABLISHED BY A WRITTEN EMPLOYMENT AGREEMENT WHICH WAS APPROVED BY THE BOARD OF DIRECTORS, ALL OF WHOM ARE INDEPENDENT PERSONS. THIS EMPLOYMENT AGREEMENT PROVIDES THAT THE PRESIDENT IS ELIGIBLE FOR A PERFORMANCE AWARD EACH YEAR, THE AMOUNT OF WHICH IS DETERMINED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN LIFE INSURANCE VALUE - 18744; INCOME FROM PARTNERSHIP - 25317; Total - 44061; FORM 990, PART XII, LINE 2C OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION FOR FINANCIAL STATEMENTS: THE OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF UMKC FOUNDATION'S FINANCIAL STATEMENTS IS THE RESPONSIBILITY OF THE AUDIT COMMITTEE AND THAT RESPONSIBILITY AND AUTHORITY HAS NOT CHANGED FROM THE PRIOR YEAR FORM 990. Form 990, Part I, Line 1 BRIEF MISSION 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. UMKC RESEARCH FOUNDATION 202 ADMIN CENTER 5115 OAK ST KANSAS CITY MO 64112 431397294 RESEARCH MO 501(c)(3) 7 UMKC FDN true false false false false false false false false false false false true false false true false false false false