2025-05-14T12:24:03+00:00 2024-06-30 440160260 Forvis Mazars LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2023-07-01 481108830 UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE UNIV 9135881261 3901 RAINBOW BLVD MAILSTOP 1039 KANSAS CITY KS 66160 PAUL TOLER MEMBER 9135881261 2025-05-14 true true Michael Engle P00482834 8162216300 2025-05-14 2023 2025-03-06 01:10:19Z PAUL TOLER 3901 RAINBOW BLVD MAILSTOP 1039 KANSAS CITY KS 66160 241856450 false X WWW.KUMC.EDU/KUMCRI.HTML X 1992 KS THE UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE, INC. SUPPORTS THE RESEARCH ACTIVITIES OF THE UNIVERSITY OF KANSAS MEDICAL CENTER. 5 0 172 0 368476 139388 8780614 9143241 179465769 204859522 3427010 4440151 1068599 1283111 192741992 219726025 20077577 12362104 0 0 93555595 111182063 0 0 0 61859367 75295225 175492539 198839392 17249453 20886633 170911456 196531151 31166504 35890726 139744952 160640425 PROMOTING AND AIDING IN THE FULFILLMENT OF SCIENTIFIC RESEARCH, EDUCATIONAL, AND SERVICE FUNCTIONS OF THE UNIVERSITY OF KANSAS MEDICAL CENTER. MANAGES GRANTS AND CONTRACTS FOR PROJECTS CONDUCTED BY PRINCIPAL INVESTIGATORS WHO SERVE AS FACULTY AT THE UNIVERSITY OF KANSAS MEDICAL CENTER. false false 179116395 12362104 204491046 THE RESEARCH INSTITUTE WAS ESTABLISHED IN 1992 TO PROMOTE, SUPPORT, AND ENHANCE MEDICAL RESEARCH FOR THE BENEFIT OF THE PUBLIC BY ADMINISTERING FUNDED RESEARCH PROJECTS ON BEHALF OF THE UNIVERSITY OF KANSAS MEDICAL CENTER (KUMC). THE RESEARCH INSTITUTE'S OBJECTIVES ARE TO: 1) SERVE KUMC BY PROMOTING AND OPERATING AT THE HIGHEST LEVEL OF ADMINISTRATIVE AND FINANCIAL HONESTY AND INTEGRITY, 2) FOSTER INDIVIDUAL CONSORTIA PARTNERSHIPS BETWEEN KUMC RESEARCHERS AND NATIONAL, REGIONAL AND LOCAL RESEARCH BIO-MEDICAL COMMUNITIES, 3) ENHANCE REVENUE TO RESEARCHERS AND THE UNIVERSITY THROUGH THE TRANSFER OF RESEARCH DISCOVERIES AND OTHER INFORMATION TO THE PRIVATE SECTOR; AND 4) FACILITATE COOPERATIVE RESEARCH INTERACTIONS DOMESTICALLY AND INTERNATIONALLY BETWEEN THE KUMC AND CORPORATIONS, AND WITH OTHER RESEARCH CENTERS THROUGHOUT THE GREATER KANSAS CITY METROPOLITAN AREA. 179116395 true true false false false false false false false true false false false true true false true false false true false false false false false false true true true false false false false false false false false false false false false false true true true true false true X 635 0 true 172 true true true false false false false false false false false false false false X 5 0 true false false false false true false true true false false true true true true true true true true true false KS X PAUL TOLER 9135885313 3901 RAINBOW BLVD MAILSTOP 1039 KANSAS CITY KS 66160 DAVID VRANICAR DIRECTOR 1.0 39.0 X 0 523981 55864 DOUG GIROD DIRECTOR 1.0 39.0 X 0 978588 120522 JEFF DEWITT DIRECTOR 1.0 39.0 X 0 353294 45180 MATTHIAS SALATHE DIRECTOR 5.0 35.0 X 0 445344 42099 ROBERT SIMARI DIRECTOR 1.0 39.0 X 0 793908 54469 PAUL TOLER CFO/TREASURER 39.0 1.0 X 203885 0 41776 JAIME PHALP DIRECTOR, RA CRO 40.0 0.0 X 162249 0 15714 JENNIFER STALEY DIRECTOR OF SYSTEMS ADMIN 40.0 0.0 X 140980 0 31816 MARIO MEDINA DIRECTOR, RA SPA 40.0 0.0 X 161980 0 31628 MATTHEW WOOLLEY DIRECTOR, RA FINANCE 40.0 0.0 X 136391 0 34624 RUTH SOSNOFF DIRECTOR, STRATEGIC INITIATIVES 40.0 0.0 X 187689 0 37914 ABIODUN AKINWUNTAN FORMER DIRECTOR 0.0 40.0 X 0 339467 57320 ADRIENNE KORDALSKI FORMER DIRECTOR 0.0 40.0 X 0 256095 42735 AKINLOLU OJO FORMER DIRECTOR 0.0 40.0 X 0 696191 60563 DANNY WELCH FORMER DIRECTOR 0.0 40.0 X 0 253930 34273 JACOB SOSNOFF FORMER DIRECTOR 0.0 40.0 X 0 242369 35025 K JAMES KALLAIL FORMER DIRECTOR 0.0 40.0 X 0 272988 27308 LISA HOEBELHEINRICH FORMER DIRECTOR 39.0 1.0 X 367153 0 55176 PETER SMITH FORMER DIRECTOR 0.0 40.0 X 0 489801 62647 SALLY MALISKI FORMER DIRECTOR 0.0 40.0 X 0 324435 49347 STEVEN WEINMAN FORMER DIRECTOR 0.0 40.0 X 0 249714 44138 1360327 6220105 980138 7 true true false HURON CONSULTING SERVICES LLC PO BOX 71223 CHICAGO IL 606941223 CONSULTING SERVICES 1761860 JANICE KINNEY 6442 BALTIMORE AVE KANSAS CITY KS 641131707 CONSULTING SERVICES 384000 ROPES & GRAY LLP Mail code11104 PO Box 70280 Philadelphia PA 191760280 LEGAL SERVICES 263564 FORVIS MAZARS LLP 1201 WALNUT ST SUITE 1700 KANSAS CITY MO 64106 ACCOUNTING SERVICES 194567 PRIMACY LLC A DIVISION OF DIGITAL UNITED 525 South Flagler Drive Suite 300 West Palm Beach FL 33401 MARKETING SERVICES 108140 6 9143241 9143241 RESEARCH GRANT 621500 115381650 115381650 CLINICAL RESEARCH 621500 42757530 42389054 368476 FEDERAL F AND A REVENUE 621500 46273862 46273862 TECHNOLOGY REVENUE 900099 446480 446480 0 0 0 0 204859522 4413125 4413125 0 0 22157451 22130425 27026 0 27026 27026 0 0 0 1283111 0 0 1283111 1283111 219726025 204491046 368476 5723262 X 11429727 11429727 932377 932377 0 0 616826 616826 87170688 75384432 11786256 6315670 5286199 1029471 11176175 9498005 1678170 5902704 4998234 904470 89373 88193 1180 51611903 50584656 1027247 0 150131 149401 730 1665112 1330045 335067 1821596 523044 1298552 5547 5547 1530154 1307244 222910 2028388 1913329 115059 533378 533378 5676 4210 1466 RESEARCH SUPPLIES 11637979 11243024 394955 0 EQUIPMENT 2418633 2318868 99765 0 BAD DEBT EXPENSE 1170328 1170328 0 0 DUES, MEMBERSHIPS, & SUBSCRIPTIONS 626543 421701 204842 0 484 0 484 0 198839392 179116395 19722997 0 5016739 10489886 19694579 18945532 25211120 26029195 0 0 0 0 821944 879336 1698845 509289 1200227 1189556 117809611 137192569 0 0 1157236 1805077 170911456 196531151 17804824 18282454 12955790 16821143 0 0 405890 787129 31166504 35890726 X 134722594 156005487 5022358 4634938 139744952 160640425 170911456 196531151 X 20886633 637104 -628264 X false true X true true true X X X 2 KU MED CENTER 481124839 6 true 198839392 0 UNIV OF KANSAS 481124839 6 true 0 0 2 198839392 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1698845 509289 1189556 1189556 ROU LIABILITIES 787129 787129 X 224406399 637104 4043270 4680374 219726025 0 0 219726025 203601050 4761658 4761658 198839392 0 0 198839392 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote RI FOLLOWS ACCOUNTING REQUIREMENTS RELATED TO UNCERTAIN TAX POSITIONS. TAX POSITIONS TAKEN MAY INCLUDE POSITIONS THAT RI IS EXEMPT FROM INCOME TAXES OR HOW RI DETERMINES ITS UNRELATED BUSINESS INCOME. UNCERTAIN TAX POSITIONS ARE RECOGNIZED IF IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE TAX POSITION WILL BE REALIZED OR SUSTAINED UPON AN EXAMINATION BY THE RELEVANT TAX AUTHORITY. NO AMOUNTS HAVE BEEN RECORDED AT JUNE 30, 2024 AND 2023, WITH RESPECT TO UNCERTAIN TAX POSITIONS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 RELATED ENTITY REVENUE - 4489750 ELIMINATIONS - 181784 TRANSFER AND GRANTS TO AFFILIATES - -628264 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 RELATED ENTITY EXPENSES - 4579874 ELIMINATIONS - 181784 Sub-Saharan Africa Program Services TRAVEL 34040 Europe (Including Iceland and Greenland) Program Services Travel 232977 North America (Canada & Mexico only) Program Services TRAVEL 85764 South America Program Services TRAVEL 15701 South Asia Program Services TRAVEL 8001 East Asia and the Pacific Program Services TRAVEL 35119 Central America and the Caribbean Program Services TRAVEL 985 Middle East and North Africa Program Services TRAVEL 2291 East Asia and the Pacific Program Services SUBCONTRACTS/RESEARCH 27300 Europe (Including Iceland and Greenland) Program Services SUBCONTRACTS/RESEARCH 286291 Middle East and North Africa Program Services SUBCONTRACTS/RESEARCH 2220 North America (Canada & Mexico only) Program Services SUBCONTRACTS/RESEARCH 63880 South Asia Program Services SUBCONTRACTS/RESEARCH 465 Sub-Saharan Africa Program Services SUBCONTRACTS/RESEARCH 636252 0 0 0 0 0 0 1431286 0 1431286 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual,; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual,; SUB-SAHARAN AFRICA-Accrual, true UNIVERSITY OF KANSAS MEDICAL CENTER 3901 RAINBOW BLVD KANSAS CITY KS 390166160 481124839 GOVT 3000000 SUPPORT UNIVERSITY OF KANSAS MEDICAL CENTER 3901 RAINBOW BLVD KANSAS CITY KS 390166160 481124839 GOVT 8429727 BOOK EQUIPMENT SUPPORT 1 0 TUITION ASSISTANCE AND STIPENDS 359 932377 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION GIVES GRANTS TO ITS SUPPORTED ORGANIZATION. THESE GRANTS ARE MONITORED THROUGH THE BOARD'S POSITIONS AT THE RELATED ORGANIZATION, AS WELL AS THE OPERATING AGREEMENT IN PLACE. STIPENDS ARE REQUESTED BY DEPARTMENTS WITH EITHER SPONSORED OR INTERNAL FUNDS. IN THIS CASE, THE STIPENDS ARE FOR STUDENTS WHO ARE ASSISTING AND LEARNING FROM RESEARCHERS CONDUCTING TRIALS AND STUDIES. THESE ARE TRACKED BY THE RESEARCH INSTITUTE ACCOUNTING DEPARTMENT AND PAID MONTHLY. X X false false false false false false false false false AKINLOLU OJO FORMER DIRECTOR 0 644321 0 0 0 51870 0 28050 0 32513 0 756754 0 0 PETER SMITH FORMER DIRECTOR 0 456363 0 0 0 33438 0 40071 0 22576 0 552448 0 0 ABIODUN AKINWUNTAN FORMER DIRECTOR 0 338167 0 0 0 1300 0 28050 0 29270 0 396787 0 0 SALLY MALISKI FORMER DIRECTOR 0 264887 0 0 0 59548 0 26685 0 22662 0 373782 0 0 DANNY WELCH FORMER DIRECTOR 0 204660 0 0 0 49270 0 21165 0 13108 0 288203 0 0 STEVEN WEINMAN FORMER DIRECTOR 0 249714 0 0 0 0 0 20815 0 23323 0 293852 0 0 ADRIENNE KORDALSKI FORMER DIRECTOR 0 254795 0 0 0 1300 0 21717 0 21018 0 298830 0 0 JACOB SOSNOFF FORMER DIRECTOR 0 202653 0 0 0 39716 0 20430 0 14595 0 277394 0 0 K JAMES KALLAIL FORMER DIRECTOR 0 133026 0 0 0 139962 0 17558 0 9750 0 300296 0 0 LISA HOEBELHEINRICH FORMER DIRECTOR 325461 0 0 0 41692 0 28050 0 27126 0 422329 0 0 0 DOUG GIROD DIRECTOR 0 793012 0 0 0 185576 0 40071 0 80451 0 1099110 0 0 ROBERT SIMARI DIRECTOR 0 728849 0 0 0 65059 0 28050 0 26419 0 848377 0 0 MATTHIAS SALATHE DIRECTOR 0 427238 0 0 0 18106 0 28050 0 14049 0 487443 0 0 JEFF DEWITT DIRECTOR 0 329979 0 0 0 23315 0 28050 0 17130 0 398474 0 0 DAVID VRANICAR DIRECTOR 0 491639 0 0 0 32342 0 28050 0 27814 0 579845 0 0 PAUL TOLER CFO/TREASURER 203885 0 0 0 0 0 17208 0 24568 0 245661 0 0 0 RUTH SOSNOFF DIRECTOR, STRATEGIC INITIATIVES 177783 0 0 0 9906 0 15930 0 21984 0 225603 0 0 0 JENNIFER STALEY DIRECTOR OF SYSTEMS ADMIN 117257 0 0 0 23723 0 11912 0 19904 0 172796 0 0 0 MATTHEW WOOLLEY DIRECTOR, RA FINANCE 136391 0 0 0 0 0 11581 0 23043 0 171015 0 0 0 MARIO MEDINA DIRECTOR, RA SPA 161980 0 0 0 0 0 13682 0 17946 0 193608 0 0 0 JAIME PHALP DIRECTOR, RA CRO 144587 0 0 0 17662 0 13775 0 1939 0 177963 0 0 0 Schedule J, Part II & FORM 990, PART VII ALL OFFICERS ARE COMPENSATED BY THE UNIVERSITY OF KANSAS MEDICAL CENTER, A RELATED ORGANIZATION. RESEARCH INSTITUTE REIMBURSES THE UNIVERSITY OF KANSAS MEDICAL CENTER FOR THE COMPENSATION. THE PRESENTATION ON FORM 990, PART VII IS BASED ON HOW THE INDIVIDUAL SPENDS THEIR TIME, PER THE FORM 990 INSTRUCTIONS. Form 990, Part V, Line 2a W-2S ISSUED UNIVERSITY OF KANSAS MEDICAL CENTER, A RELATED ORGANIZATION, ISSUES W-2S ON BEHALF OF THE ORGANIZATION. Form 990, Part VI, Line 15a & 15B - PROCESS TO ESTABLISH COMPENSATION THE HR DIRECTOR MAINTAINS AND UPDATES SALARY RANGES USING SURVEYS, INDUSTRY PUBLICATIONS AND OTHER SOURCES. THE BOARD APPROVES THE PAY OF THE EXECUTIVE DIRECTOR, CFO, AND HR DIRECTOR IN EXECUTIVE SESSION. THE LAST REVIEW WAS PERFORMED BY THE HR DIRECTOR IN 2022. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons ALL DIRECTORS WITH RELATED ORGANIZATION COMPENSATION AND HOURS - Business relationship Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD MEMBERS OF THE UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE ARE AUTOMATICALLY BOARD MEMBERS BASED ON THEIR POSITIONS AT THE UNIVERSITY KANSAS AND UNIVERSITY OF KANSAS CENTER FOR RESEARCH. 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 UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE'S JOINT EXECUTIVE AND FINANCE COMMITTEE FOR THEIR REVIEW PRIOR TO FILING THE 990. ANY QUESTIONS OR CONCERNS THE JOINT EXECUTIVE AND FINANCE COMMITTEE MAY HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE. THE FULL BOARD RECEIVES A COPY OF THE 990 PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS AND DIRECTORS MAKE DISCLOSURES ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR. THE BOARD SECRETARY REVIEWS DISCLOSURES FOR POTENTIAL CONFLICTS. THE SECRETARY WILL DISCUSS ANY POTENTIAL CONFLICTS WITH THE EXECUTIVE DIRECTOR AND BOARD CHAIR. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION PROVIDES BOARD MEMBERS WITH A COPY OF THE ARTICLES OF INCORPORATION AND THE BY-LAWS AT BOARD MEMBER ORIENTATION. THE ORGANIZATION WEBSITE HAS LINKS TO ORGANIZATION POLICIES AND THE RELATED POLICIES OF THE UNIVERSITY. A HEADING TITLED ANNUAL REPORTS CONNECTS TO A SECTION OF THE ORGANIZATION WEBSITE WITH LINKS TO THE FOLLOWING REPORTS: FORM 990, SINGLE AUDIT REPORT (A-133), AND EXTRAMURAL FUNDING ANNUAL REPORT (SUMMARY). THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue ALL OTHER REVENUE - Total Revenue: 1283111, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 1283111; Form 990, Part IX, Line 11g Other Fees SUBCONTRACTS - Total Expense: 24939351, Program Service Expense: 24939351, Management and General Expenses: 0, Fundraising Expenses: 0; LABORATORY SVCS - Total Expense: 6714717, Program Service Expense: 6714717, Management and General Expenses: 0, Fundraising Expenses: 0; PATIENT CARE SVCS - Total Expense: 6134546, Program Service Expense: 6134546, Management and General Expenses: 0, Fundraising Expenses: 0; OTHER FEES FOR SERVICES - Total Expense: 13823289, Program Service Expense: 12796042, Management and General Expenses: 1027247, Fundraising Expenses: 0; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO AFFILIATES - -628264; UNIVERSITY OF KS 1450 JAYHAWK BLVD LAWRENCE KS 66045 481124839 EDUCATION KS 501(c)(1) NA false UNIVERSITY OF KANSAS MEMORIAL CORP 1301 JAYHAWK BLVD LAWRENCE KS 66045 486033927 RETAIL KS 501(c)(3) 5 UNIV OF KS true KU CENTER FOR TECH COMMERCIALIZATION INC 3901 RAINBOW BLVD KANSAS CITY KS 66160 262838693 PATENTS KS 501(c)(3) Type I KUMC - RI true STUDENT UNION OF UNIV OF KS MED CTR 3901 RAINBOW BLVD KANSAS CITY KS 66160 480581966 RETAIL KS 501(c)(3) 10 UNIV OF KS true UNIVERSITY OF KANSAS CENTER FOR RESEARCH 2385 IRVING HILL RD LAWRENCE KS 66045 480680117 ADMIN KS 501(c)(3) 10 UNIV OF KS true KU HEALTH PARTNERS INC 3901 RAINBOW BLVD KANSAS CITY KS 66160 481149398 HEALTHCARE KS 501(c)(3) 5 UNIV OF KS true KU CAMPUS DEVELOPMENT CORP 1450 JAYHAWK BLVD LAWRENCE KS 66045 810754858 ADMIN KS 501(c)(1) UNIV OF KS true UNIVERSITY OF KANSAS MEDICAL CENTER 3901 RAINBOW BLVD KANSAS CITY KS 66160 481124839 MEDICAL CTR KS 501(c)(1) UNIV OF KS true KU MEDICAL CTR RESEARCH PROPERTIES 3901 RAINBOW BLVD KANSAS CTIY KS 66160 781172394 REAL ESTATE KS 501(c)(2) KUMC - RI true KANSAS ATHLETICS INC 1651 NAISMITH DRIVE LAWRENCE KS 66045 486033929 ATHLETICS KS 501(c)(3) 10 UNIV OF KS true KANSAS LIFE SCIENCES DEVELOPMENT CO INC 4330 SHAWNEE MISSION PKWY FAIRWAY KS 66205 811725831 INVESTMENTS KS KUMC-RI C Corporation 570 213647 1 true false true false false false false false false false false false true true false true false false true true UNIVERSITY OF KANSAS MEDICAL CENTER B 11429727 COST KU CENTER FOR RESEARCH L 3266693 COST KU CENTER FOR RESEARCH M 2604175 COST UNIV OF KS MED CRT RESEARCH PROPERTIES R 95979 COST KU CTR FOR TECHNOLOGY COMMERCIALIZATION R 534217 COST