2026-03-19T18:11:44+00:00 2025-06-30 440160260 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990 2024-07-01 431194064 TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION TRUM 8164043430 2310 HOLMES STREET STE 735 KANSAS CITY MO 64108 EMILY PARISH Executive Director 2026-03-19 true Michael Engle P00482834 8162216300 2026-03-19 2024 2025-03-06 01:10:19Z UNIVERSITY HEALTH FOUNDATION EMILY PARISH 2310 HOLMES STREET STE 735 KANSAS CITY MO 64108 7530183 false X UHKCGIVING.ORG/ X 1979 MO ORGANIZED TO ACCEPT, HOLD AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF UNIVERSITY HEALTH AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES. 20 20 6 20 0 0 6000958 6014097 244019 60886 178584 732809 -88671 -126409 6334890 6681383 2993476 2728604 0 879103 946148 175500 168929 459878 1047832 1081304 5095911 4924985 1238979 1756398 14532860 16947220 322434 499859 14210426 16447361 THE UNIVERSITY HEALTH FOUNDATION WAS ORGANIZED TO ACCEPT, HOLD AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF UNIVERSITY HEALTH AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES. false false 3521870 2728604 60886 THE FOUNDATION DISTRIBUTES CONTRIBUTIONS RECEIVED FROM FOUNDATIONS, CORPORATIONS AND INDIVIDUAL DONORS TO UNIVERSITY HEALTH TO IMPROVE PATIENT CARE, PROVIDE CAPITAL EQUIPMENT, RENOVATIONS AND PROGRAM SUPPORT TO VARIOUS DEPARTMENTS OF THE HOSPITAL EACH YEAR. 3521870 true true false true false false false true false true true false false true false false true false false false false false false true true false false true false true false false false false false false false false false false true true false false false false false false false false true 16 0 true 6 true false false false false false true true false false false false false false X 20 20 false false false false false false false true true false false false true true true true true true false false false false MO X KATIE GRAY 8166273439 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 BRETT FURGUSON DDS DIRECTOR/TREASURER 1.0 0.0 X X 0 0 0 JAY HOWARD DIRECTOR/VICE CHAIR 1.0 0.0 X X 0 0 0 KATHRYN BURGESS DIRECTOR/SECRETARY 1.0 0.0 X X 0 0 0 S MARIE MCCARTHER ED D DIRECTOR/VICE CHAIR 1.0 0.0 X X 0 0 0 Chris Vaeth DIRECTOR 1.0 0.0 X 0 0 0 DIRCK CLARK DIRECTOR 1.0 0.0 X 0 0 0 ELISE KIRCHHOFER DIRECTOR 1.0 0.0 X 0 0 0 EMILY PARISH EXECUTIVE DIRECTOR 40.0 0.0 X 196880 0 49183 EVA KARP DIRECTOR 1.0 0.0 X 0 0 0 KIA WALSH DIRECTOR 1.0 0.0 X 0 0 0 LISA OSGOOD DIRECTOR 1.0 0.0 X 0 0 0 Macy Vulgamore Director 1.0 0.0 X 0 0 0 Matthew Gratton DIRECTOR 1.0 0.0 X 0 0 0 Mike Briscoe Director 1.0 0.0 X 0 0 0 MOLLY NAIL DIRECTOR 1.0 0.0 X 0 0 0 NATASHA ACOSTA MD DIRECTOR 1.0 0.0 X 0 0 0 Niki Donawa Director 1.0 0.0 X 0 0 0 PATTY LEWIS DIRECTOR 1.0 0.0 X 0 0 0 Sharon Freese Director 1.0 0.0 X 0 0 0 Tracey Lewis DIRECTOR 1.0 0.0 X 0 0 0 TRACY JOHNSON MD DIRECTOR 1.0 0.0 X 0 0 0 SHARLA PETERS CFO 40.0 0.0 X 104694 0 12374 301574 0 61557 2 false true false AUGEO EXPERIENCES LLC 111 CHESHIRE LANE SUITE 100 MINNETONKA MN 55305 PROFESSIONAL FUNDRAISER 253929 1 175588 592165 5246344 87700 6014097 PROGRAM SERVICE REVENUE 900099 60886 60886 0 0 0 0 60886 357445 357445 0 0 1047761 672397 375364 0 375364 375364 49994 592165 176403 -126409 -126409 0 0 0 0 0 6681383 60886 0 606400 2728604 2728604 408723 0 408723 0 331869 0 182851 149018 0 0 0 0 133176 0 98703 34473 72380 0 57180 15200 87260 0 87260 0 142001 89508 28464 24029 168929 168929 13452 0 13452 0 731 0 731 0 468 0 0 468 7922 0 7922 0 619 0 0 619 10294 0 0 10294 PROJECT EXPENDITURES 631323 631323 0 0 EQUIPMENT & RENTAL 103360 0 46512 56848 DIRECT FUND EXPENSE 60886 60886 0 0 ALL OTHER EXPENSES 22988 11549 11439 0 0 0 0 0 4924985 3521870 943237 459878 794450 158395 1867297 2181486 174860 1515856 0 25000 0 0 0 0 0 0 0 0 299170 211953 58203 58203 0 0 9790884 11160631 0 0 0 0 1606199 1693899 14532860 16947220 235701 201461 86733 166973 0 131425 0 0 0 0 0 0 0 0 0 0 0 0 322434 499859 X 6770876 7043252 7439550 9404109 0 0 0 0 0 0 14210426 16447361 14532860 16947220 1756398 480537 0 X false true true false X 0 6863548 2708229 1846639 6000958 6014097 23433471 0 0 6863548 2708229 1846639 6000958 6014097 23433471 9235267 14198204 371198 336684 270088 353674 357445 1689089 0 0 0 0 0 0 0 0 194100 52500 0 246600 25369160 1149341 0.55966 0.55471 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - BAD DEBT RECOVERY, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 194100.0, COLUMN D - 52500.0, COLUMN E - 0.0, COLUMN F - 246600.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 142001 142001 4782984 4924985 396249 0 99062 0 0 809243 417984 404796 396249 2028272 3042408 150000 135000 124001 142001 551002 202311 104496 101199 99062 507068 760602 0 0 0 0 0 87700 1693899 X false 4386155 5500 468200 512280 4347575 3926025 0 464984 4854 4386155 3562640 109617 362281 108513 3926025 3560880 507830 506070 3562640 3404791 161481 5392 3560880 0.0 0.711 0.289 true false 58203 58203 0 0 ART COLLECTIONS 1693899 1693899 7161920 480537 0 480537 6681383 0 0 6681383 4924985 0 0 4924985 0 0 4924985 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 III, Line 4 Collections of art - description of collections CERTAIN WORKS OF ART ARE EXHIBITED THROUGHOUT THE HOSPITAL FOR GUESTS AND PATIENTS TO VIEW. Schedule D, Part V, Line 4 Intended uses of endowment funds THE FOUNDATION'S ENDOWMENT CONSISTS OF SIX INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THESE INTENTIONS INCLUDE: SUPPORTING INFECTIOUS DISEASE EDUCATION AT UNIVERSITY HEALTH. SUPPORTING THE WOMEN'S HEALTH DEPARTMENT AT UNIVERSITY HEALTH. SUPPORTING THE TRAUMA DEPARTMENT AT UNIVERSITY HEALTH. PROVIDING PROGRAM SUPPORT TO BEHAVIORAL HEALTH AT UNIVERSITY HEALTH. SUPPORTING THE UNRESTRICTED NEEDS OF UNIVERSITY HEALTH. SUPPORTING ALZHEIMER UNIT AT UNIVERSITY HEALTH. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT. UNDER THE FOUNDATION'S POLICIES, ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE AND PROTECT ASSETS BY EARNING A TOTAL RETURN FOR EACH ENDOWMENT APPROPRIATE TO EACH FUND'S TIME HORIZON, LIQUIDITY NEEDS AND RISK TOLERANCE. THE FOUNDATION HAS A POLICY (THE SPENDING POLICY) OF APPROPRIATING FOR EXPENDITURE EACH YEAR THE LESSER OF 5% OF ITS ENDOWMENT FUND'S FAIR VALUE OR THE FUND'S NET INCOME THROUGH THE YEAR END PRECEDING THE YEAR IN WHICH EXPENDITURE IS PLANNED. X true AUGEO EXPERIENCES LLC EVENT MANAGEMENT false 477291 168929 308362 477291 168929 308362 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY GOLF BABY GOLF 164868 155501 9367 0 3863 9408 4977 500 12570 FOR THE LOVE OF KC 477291 436664 40627 0 0 0 54617 0 90468 0 642159 592165 49994 0 3863 9408 59594 500 103038 176403 -126409 true UNIVERSITY HEALTH 2301 HOLMS STREET KANSAS CITY MO 64108 440661018 501(C)(3) 2728604 EQUIPMENT & PROGRAMS 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds GRANTS ARE REIMBURSED AFTER EXPENDITURES ARE MADE. GRANTS ALSO INCLUDE PAYMENTS OF EXPENDITURES MADE ON BEHALF OF UNIVERSITY HEALTH. SUPPORTING DOCUMENTATION FOR ALL GRANT EXPENDITURES ARE CAREFULLY REVIEWED FOR COMPLIANCE TO THE GRANT GUIDELINES. false true false false false false false false false EMILY PARISH EXECUTIVE DIRECTOR 188087 0 7875 0 918 0 25541 0 23642 0 246063 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR IS DETERMINED BY UNIVERSITY HEALTH. UNIVERSITY HEALTH CONDUCTED A COMPENSATION DATA STUDY THAT INCLUDED REVIEWS OF COMPENSATION FOR SIMILAR ORGANIZATIONS WITHIN THE LOCAL AREA OF SIMILAR SIZE AND REVENUES. THE BOARD OF DIRECTORS FOR UNIVERSITY HEALTH TOOK THE INFORMATION THAT WAS GATHERED AND USED IT TO DETERMINE AND REVIEW THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan EMILY PARISH PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. Schedule J, Part II & Form 990 Part VII - payment of Executive Director's compensation THE COMPENSATION BEING REPORTED IS PAID BY UNIVERSITY HEALTH AND THE FOUNDATION REIMBURSES UNIVERSITY HEALTH. 25 87700 Other - FMV 0 false true false Schedule M, Part I EXPLANATION'S OF REPORTING METOD FOR NUMBER OF CONTRIBUTIONS ART - WORKS OF ART - THE INFORMATION PRESENTED IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. Form 990, Part VI, Line 11b Review of form 990 by governing body AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN PROVIDED TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS OR CONCERNS THE BOARD MAY HAVE ARE ADDRESSED AND ANY CONCERNS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990 WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ALL BOARD MEMBERS AND OFFICERS COMPLETE AND SIGN AN ANNUAL DISCLOSURE DOCUMENT. EACH MEMBER AND OFFICER IS REQUIRED TO IMMEDIATELY DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST AND MUST ENSURE THEY HAVE NO DISCUSSION OR INVOLVEMENT IN THESE MATTERS. WHEN VOTING ON A MATTER WHERE AN ACTUAL OR PERCEIVED CONFLICT EXISTS, THE CONFLICTED PARTY MUST ABSTAIN FROM VOTING. Form 990, Part VI, Line 19 Required documents available to the public HE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.