2023-02-22T12:11:31-06:00 2022-06-30 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2021-07-01 440545280 KANSAS CITY UNIVERSITY % JOSEPH MASSMAN KANS 8166547000 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 MARC HAHN PRESIDENT 8166547100 2023-05-15 true MARC HAHN 999009999 April Arnold CPA P01559426 8162216300 2023-05-15 3 2021 2023-03-07 01:45:13Z MARC HAHN 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 141513725 false X WWW.KANSASCITY.EDU X 1916 MO KCU IS A COMMUNITY OF PROFESSIONALS COMMITTED TO EXCELLENCE IN THE EDUCATION OF HIGHLY QUALIFIED STUDENTS IN OSTEOPATHIC MEDICINE, DENTAL MEDICINE & HEALTH PROFESSIONS. 13 13 859 13 -3590 0 23094465 15790407 90902048 95251406 5301437 2728629 707139 573794 120005089 114344236 3502701 3695707 0 0 41900370 47285640 17850 9050 2263025 28642033 32833699 74062954 83824096 45942135 30520140 374741238 396275959 55555053 68653595 319186185 327622364 X SEE SCHEDULE O. true false 58773376 3401228 88384569 THE UNIVERSITY EDUCATES DOCTORS OF OSTEOPATHIC MEDICINE. OUR FOUR YEAR INTEGRATED CURRICULUM EMPHASIZES BOTH THE BASIC SCIENCES AND CLINICAL SKILLS. 7084120 294479 7444221 THE UNIVERSITY'S COLLEGE OF BIOSCIENCES INCLUDES A GRADUATE PROGRAM CONFERRING A MASTER OF SCIENCE IN BIOMEDICAL SCIENCES AS WELL AS A CLINICAL PSYCHOLOGY PROGRAM CONFERRING THE DOCTOR OF PSYCHOLOGY DEGREE. 5184364 0 0 THE UNIVERSITY IS DEVELOPING ITS COLLEGE OF DENTAL MEDICINE (CDM) TO BEGIN IN AUGUST OF 2023. THE CDM WILL BE A FOUR YEAR INTEGRATED CURRICULUM CULMINATING IN A DOCTOR OF MEDICINE IN DENTISTRY (DMD) DEGREE. 71041860 true true false false false false false false false true true false false false true false false true true false false false false false false false false true true true true false false false false false false false false false false false false false false false true true false false false true 405 0 true 859 true false false false false false false false false false false true false X 13 13 false false false false false false false true true false false true true true true true true true true true false MO X JOSEPH MASSMAN 8166547100 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 X MARC HAHN PRESIDENT AND CEO 40.0 1.0 X 1011012 0 51281 JOE MASSMAN EVP/CFO/COO 40.0 1.0 X 668277 0 66042 EDWARD O'CONNOR EVP ACADEMIC/RESEARCH/PROVOST 40.0 0.0 X 440685 0 147706 LINDA NIESSEN DEAN AND VICE PROVOST 40.0 0.0 X 474114 0 30599 JOSH COX EXECUTIVE DEAN, COM 40.0 0.0 X 400766 0 62529 LAURA ROSCH CAMPUS DEAN - JOPLIN 40.0 0.0 X 357266 0 50200 MIKE JOHNSTON ASSOCIATE PROVOST 40.0 0.0 X 291802 0 51149 JOHN PAULSON Chair of Primary Care - Joplin 40.0 0.0 X 267598 0 62179 KEVIN TREFFER Chair, Osteopathic MEDICINE 40.0 0.0 X 274273 0 49954 GUATAM DESAI CLINICAL PROFESSOR 40.0 0.0 X 272176 0 34463 DARRIN D'AGOSTINO Executive Dean 40.0 0.0 X 167090 0 27199 JANE LAMPO VP Institutional Advancement 40.0 0.0 X 152785 0 22166 CHIEF GLENNA WALLACE BOARD TRUSTEE 1.0 0.0 X 0 0 0 RICHARD VALACHOVIC BOARD TRUSTEE 1.0 0.0 X 0 0 0 RONALD A SLEPITZA PHD BOARD TRUSTEE/SECRETARY 1.0 0.0 X 0 0 0 JOHN M PARRY BOARD TRUSTEE/TREASURER 1.0 0.0 X 0 0 0 JOHN P SMITH DO BOARD TRUSTEE/CHAIR 1.0 0.0 X 0 0 0 MARSHALL D WALKER DO BOARD TRUSTEE/CHAIR 1.0 0.0 X 0 0 0 EDWARD ENYEART BOARD TRUSTEE 1.0 0.0 X 0 0 0 SHEILAHN DAVIS-WYATT BOARD TRUSTEE 1.0 0.0 X 0 0 0 DANIEL J HAAKE BOARD TRUSTEE 1.0 0.0 X 0 0 0 EUGENE OLIVERI DO BOARD TRUSTEE/VICE CHAIR 1.0 0.0 X 0 0 0 NATHAN S HALL DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 KEVIN LOCKETT BOARD TRUSTEE 1.0 0.0 X 0 0 0 ROBERT S JUHASZ DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 KENNETH V MELCHIONNA DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 4777844 0 655467 90 false true false JE DUNN 1001 LOCUST KANSAS CITY MO 64106 CONSTRUCTION 24772165 HELIX ARCHITECTURE DESIGN INC PO BOX 414948 KANSAS CITY MO 64141 CONSTRUCTION 893848 FREEMAN HEALTH SYSTEM 1102 WEST 32ND STREET JOPLIN MO 54804 CLERKSHIPS 1047530 GREAT WESTERN DINING SERVICE INC 111 W MONITEAU TIPTON MO 65081 DINING & CATERING 865982 WORKDAY INC 6230 STONERIDGE MALL ROAD PLEASANTON CA 94588 software support 576599 43 15790407 48188 15790407 Net Patient Revenue 622110 491036 491036 Student Fees and Revenue 611310 94486890 94486890 GME CONSORTIUM 621511 273480 273480 95251406 4653520 4653520 0 0 0 0 0 25000974 29592 26955457 -1954483 29592 -1924891 -1924891 0 0 0 0 0 0 170021 214032 -44011 -44011 CAFETERIA & VENDING 611710 419636 419636 Investment in Partnerships 900099 -3590 -3590 ALL OTHER MISC REVENUE 900099 201759 201759 201759 201759 617805 114344236 95828790 -3590 2728629 145000 145000 3550707 3550707 0 0 4195907 2131241 2064666 0 33261178 29935576 2094022 1231580 2809298 2456757 252363 100178 4658491 4119383 390163 148945 2360766 2045326 236279 79161 0 730686 730686 127400 127400 0 9050 9050 159206 159206 4012494 2971406 944412 96676 305410 76926 44357 184127 1356383 1176129 154240 26014 1972014 1865081 98152 8781 0 1802934 1393480 375833 33621 227031 187220 10051 29760 0 0 847013 847013 0 8575320 6608815 1805029 161476 953835 735100 200774 17961 EDUCATION 7716002 7716002 LIBRARY PERIODICALS/DATABASE 1162203 1162203 - 0 - 0 2885768 2606302 143771 135695 83824096 71041860 10519211 2263025 0 0 36266444 40385232 9910203 8368547 962717 1026398 0 0 0 0 0 0 225265 144258 1711496 1935400 239692418 74168323 143429777 165524095 158252190 168450444 345943 852288 2214634 2248327 0 0 21422569 7340970 374741238 396275959 10000653 12266515 0 0 5546494 17759972 37799404 36385236 0 0 0 0 0 0 0 0 2208502 2241872 55555053 68653595 X 266852783 272234816 52333402 55387548 319186185 327622364 374741238 396275959 X 30520140 -22087551 3590 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29972765 4862298 -4223288 965319 102257 29544199 21885363 2969067 5942196 773850 50011 29972765 20637562 778273 673845 154300 50017 21885363 19208091 659075 1016897 170685 75816 20637562 17797576 182951 1368413 130892 9957 19208091 0.44390 0.46650 0.08960 false false 55187 15814542 15869729 141400576 42206829 99193747 34725600 26882815 7842785 47696513 5078679 42617834 165524095 0 Refundable Govt Loan Programs 2152233 CRAT Payable 89639 2241872 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND IS USED PRIMARILY FOR STUDENT SCHOLARSHIPS. 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. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE POLICY IS POSTED IN THE STUDENT HANDBOOK AT WWW.KANSASCITY.EDU WHICH IS OPEN TO ALL PUBLICE TO REVIEW. SCHEDULE E, PART I, LINE 6A THE ORGANIZATION RECEIVES GOVERNMENT GRANTS TO FURTHER ITS EXEMPT PURPOSE. true UNIVERSITY OF MISSOURI - KANSAS CITY PO BOX 805111 KANSAS CITY MO 64180 436003859 501(C)(3) 25000 OPERATIONS CIVIC COUNCIL OF GREATER KANSAS CITY 2300 MAIN STREET SUITE 915 KANSAS CITY MO 64105 430822397 501(C)(4) 20000 OPERATIONS KANSAS CITY CARE CLINIC 3515 BROADWAY KANSAS CITY MO 64111 430967292 501(C)(3) 10000 OPERATIONS ROCKHURST UNIVERSITY 1100 ROCKHURST ROAD KANSAS CITY MO 64110 440545813 501(C)(3) 10000 OPERATIONS BIONEXUS KC 30 WEST PERSHING RD STE 210 KANSAS CITY MO 64108 431889037 501(C)(3) 55000 OPERATIONS 4 1 SCHOLARSHIPS 340 3550707 SCHEDULE I, PART I, LINE 2 GRANTS GIVEN TO OTHER ORGANIZATIONS ARE TO FURTHER EDUCATION, HEALTHCARE AND ECONOMIC DEVELOPMENT IN THE AREAS SURROUNDING THE ORGANIZATION. ALL GRANTS ARE GIVEN TO ORGANIZATIONS WITH BOARDS CONSISTING OF CIVIC, PHILANTHROPIC AND BUSINESS LEADERS WHO MONITOR THE USE OF GRANTS AND ENSURE THEY'RE USED FOR PROPER PURPOSES. SCHOLARSHIPS TO STUDENTS ARE APPLIED DIRECTLY TOWARDS THE STUDENT'S ACCOUNTS TO OFFSET TUITION COSTS TO ENSURE THAT SCHOLARSHIPS ARE USED ONLY FOR STUDENT EDUCATIONAL PURPOSES. X true true X X X X X X false true false false false false false false false MARC HAHN PRESIDENT AND CEO 714114 0 249212 0 47686 0 29000 0 22281 0 1062293 0 0 0 JOE MASSMAN EVP/CFO/COO 485967 0 170511 0 11799 0 29000 0 37042 0 734319 0 0 0 EDWARD O'CONNOR EVP ACADEMIC/RESEARCH/PROVOST 372406 0 56420 0 11859 0 126021 0 21685 0 588391 0 0 0 DARRIN D'AGOSTINO Executive Dean 122180 0 0 0 44910 0 16621 0 10578 0 194289 0 0 0 LAURA ROSCH CAMPUS DEAN - JOPLIN 355961 0 0 0 1305 0 29000 0 21200 407466 0 0 0 JOSH COX EXECUTIVE DEAN, COM 397183 0 0 0 3583 0 29000 0 33529 0 463295 0 0 0 MIKE JOHNSTON ASSOCIATE PROVOST 285034 0 0 0 6768 0 29000 0 22149 0 342951 0 0 0 JANE LAMPO VP Institutional Advancement 122197 0 0 0 30588 0 15190 0 6976 0 174951 0 0 0 KEVIN TREFFER Chair, Osteopathic MEDICINE 269063 0 0 0 5210 0 27454 0 22500 0 324227 0 0 0 GUATAM DESAI CLINICAL PROFESSOR 270158 0 0 0 2018 0 27335 0 7128 0 306639 0 0 0 JOHN PAULSON Chair of Primary Care - Joplin 265448 0 0 0 2150 0 27370 0 34809 0 329777 0 0 0 LINDA NIESSEN DEAN AND VICE PROVOST 417913 0 41000 0 15201 0 29000 0 1599 0 504713 0 0 0 SCHEDULE J, PART I, LINE 1A THE UNIVERSITY PAID $544 FOR SPOUSAL ATTENDANCE AT MEDICAL CONFERENCES THROUGHOUT THE YEAR AND THIS AMOUNT WAS INCLUDED IN TAXABLE INCOME TO THE PRESIDENT. SCHEDULE J, PART I, LINE 4B The Provost participates in a long term executive compensation agreement with payment pursuant to certain terms and conditions, including long-term employment. The total amount accrued for this agreement was $97,020. A NOTE IN PART VI 431178966 60636AHJ5 2013-12-19 25144334 NOTE IN PART VI false false false B NOTE IN PART VI 431178966 60636anp4 2017-02-02 20261919 NOTE IN PART VI false false false A 8650000 0 25158106 0 0 0 93750 0 0 18609891 6454465 0 2015 true false true true B 0 0 20266043 0 534260 0 251649 0 0 19480135 0 0 2017 false false true true A false false true true false 0 false false false true B false false false false 0 false false false true A false true false false 0 false 0 false true B false true false false 0 false 0 false true A true B true PART I, LINE A, COLUMN A Health and Educational Facilities Authority of the State of Missouri. PART I, LINE A, COLUMN F Finance educational facilities and equipment and refund Series 2001 Bonds (originally issued 8/30/2001). PART I, LINE B, COLUMN A Health and Educational Facilities Authority of the State of Missouri. PART I, LINE B, COLUMN F Finance educational facilities and equipment. PART II, COLUMN A, LINE 3 Total proceeds do not equal issue price listed in Part I, Column (e) due to investment earnings earned during the project period. PART II, COLUMN A, LINE 11 Amount of Bond proceeds used to refund the Series 2001 Bonds. PART II, COLUMN B, LINE 3 Total proceeds do not equal issue price listed in Part I, Column (e) due to investment earnings earned during the project period. PART III, COLUMN A THESE QUESTIONS HAVE BEEN COMPLETED FOR THE PROJECT FINANCED BY THE NEW MONEY PORTION OF THE BONDS. THE SERIES 2001 BONDS WERE ISSUED PRIOR TO JANUARY 1, 2003, AND AS A RESULT, THIS SECTION HAS NOT BEEN COMPLETED FOR THE PROJECTS FINANCED OR REFINANCED BY THE SERIES 2001 BONDS. PART IV, COLUMN A, LINE 2(C) THE FIRST INSTALLMENT COMPUTATION WAS COMPLETED AS OF 12/1/2016. PART IV, COLUMN B, LINE 2(C) The first installment computation was completed as of 12/1/2017. FORM 990, PART III, LINE 1 KCU IS A COMMUNITY OF PROFESSIONALS COMMITTED TO EXCELLENCE IN THE EDUCATION OF HIGHLY QUALIFIED STUDENTS IN OSTEOPATHIC MEDICINE, THE BIOSCIENCES, BIOETHICS AND HEALTH PROFESSIONS. THROUGH LIFE-LONG LEARNING, RESEARCH AND SERVICE, KCU CHALLENGES FACULTY, STAFF, STUDENTS AND ALUMNI TO IMPROVE THE WELL BEING OF THE DIVERSE COMMUNITY IT SERVES. FORM 990, PART III, LINE 2 THE UNIVERSITY IS DEVELOPING ITS COLLEGE OF DENTAL MEDICINE (CDM) TO BEGIN IN AUGUST OF 2023. THE CDM WILL BE A FOUR YEAR INTEGRATED CURRICULUM CULMINATING IN A DOCTOR OF MEDICINE IN DENTISTRY (DMD) DEGREE. FORM 990, PART VI, SECTION B, LINE 11B IT IS THE POLICY OF THE ORGANIZATION TO HAVE ITS AUDIT COMMITTEE CONDUCT A REVIEW OF THE FORM 990 DURING ITS PREPARATION BY AN OUTSIDE ACCOUNTANT WITH THE ASSISTANCE OF THE ORGANIZATION'S OFFICERS AND STAFF. FOR THE TAX YEAR BEING REPORTED, THE 990 WAS REVIEWED BY THE AUDIT COMMITTEE, EXECUTIVE OFFICERS AND MANAGEMENT AND A FINAL COPY WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS OUT A QUESTIONNAIRE TO TRUSTEES AND OFFICERS ON AN ANNUAL BASIS TO IDENTIFY POTENTIAL CONFLICTS. THE AUDIT COMMITTEE IS CHARGED WITH THE RESPONSIBILITY TO ENSURE THAT THE QUESTIONNAIRES ARE DISTRIBUTED, REVIEWED AND MONITORED. THE AUDIT COMMITTEE ALSO WILL ENSURE THAT THE ORGANIZATION COMPLIES WITH ITS CONFLICTS OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A & 15B THE ORGANIZATION COMPLIED WITH THE REBUTTABLE PRESUMPTION BECAUSE: (1) THERE WAS AN INDEPENDENT COMMITTEE REVIEW OF COMPENSATION (2) COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT WAS OBTAINED AND REVIEWED BY THE COMMITTEE; AND (3) THE COMPENSATION DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 KCU MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. PORTIONS OF THE FINANCIAL STATEMENTS CONTAIN CONFIDENTIAL INFORMATION WHICH IS NOT DISCLOSED, BUT THE INFORMATION FROM THE STATEMENTS REGARDING INCOME, EXPENSE, AND ASSETS AND LIABILITIES IS REFLECTED IN PARTS VIII, IX AND X OF THIS FORM 990. FORM 990, PART XI, LINE 9 INVESTMENT IN PARTNERSHIPS $3,590 INDEPENDENCE AVENUE DEVELOPMENT CO 1750 INDEPENDENCE AVE KANSAS CITY MO 64106 431848034 REAL ESTATE MO 501(C)(3) 12A KCU true CHARITABLE REMAINDER TRUST (3) CHARITABLE TR MO KCU TRUST true false false false true false false false false false false false false false true true false false false false