2020-06-18T12:46:12-05:00 2019-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2018-07-01 440545280 KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES % JOSEPH MASSMAN KANS 8166547000 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 MARC HAHN PRESIDENT 8166547100 2020-05-15 true Michael J Engle P00482834 8162216300 167.68.126.162 43372220201705000071 2020-06-18 P 437CFDA1C298883CF704F03956548E48C1EAC31D B63AEF58A3948584CFC9994E7E12F4E53EEB27F2 2018 2020-09-23 17:36:50Z MARC HAHN 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 102112934 false X WWW.KCUMB.EDU X 1916 MO KCU IS A COMMUNITY OF PROFESSIONALS COMMITTED TO EXCELLENCE IN THE EDUCATION OF HIGHLY QUALIFIED STUDENTS IN OSTEOPATHIC MEDICINE, BIOSCIENCES, BIOETHICS & HEALTH PROFESSIONS. 12 12 798 13 0 7442123 15121689 61499571 72467143 10347145 3569707 969027 708674 80257866 91867213 2410041 3289192 0 0 35453345 37402870 32000 32500 2802944 26214059 28905656 64109445 69630218 16148421 22236995 274633119 301947135 67176471 72067486 207456648 229879649 X SEE SCHEDULE O false false 52844228 3173961 68083989 THE UNIVERSITY EDUCATES DOCTORS OF OSTEOPATHIC MEDICINE. OUR FOUR YEAR INTEGRATED CURRICULUM EMPHASIZES BOTH THE BASIC SCIENCES AND CLINICAL SKILLS. 4479439 115231 5091828 THE UNIVERSITY'S GRADUATE SCHOOL OFFERS A MASTER'S LEVEL DEGREE IN BIOMEDICAL SCIENCES. THE BIOMEDICAL SCIENCES PROGRAM INCLUDES BOTH A ONE YEAR AND A TWO-YEAR DEGREE PROGRAM (RESEARCH TRACK). 57323667 true true false false false false false false false true true false false true true false false true true false true false false true false false false true true true true false false false false false false false false false false true false false false false true true false false false true 443 0 true 798 true true true false false false false false false false false false false false X 12 12 true false true false false false false true true false false true true true true true true true true false MO X JOSEPH MASSMAN 8166547100 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 X RONALD A SLEPITZA PHD BOARD TRUSTEE/SECRETARY 1.0 0.0 X X 0 0 0 JOHN M PARRY BOARD TRUSTEE/TREASURER 1.0 0.0 X X 0 0 0 JOHN P SMITH DO BOARD TRUSTEE/CHAIR 1.0 0.0 X X 0 0 0 MARSHALL D WALKER DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 SHERIDAN Y WOOD 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 HOWARD I KESSELHEIM DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 KEVIN J HICKS BOARD TRUSTEE 1.0 0.0 X 0 0 0 EUGENE OLIVERI DO BOARD TRUSTEE/VICE CHAIR 1.0 0.0 X X 0 0 0 CAMERON D KNACKSTEDT DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 ROBERT MCNAB DO BOARD TRUSTEE 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 LEONARD CALABRESE BOARD TRUSTEE 1.0 0.0 X 0 0 0 EDWARD ENYEART BOARD TRUSTEE 1.0 0.0 X 0 0 0 MARC HAHN PRESIDENT AND CEO 40.0 1.0 X 1411891 0 51583 JOE MASSMAN EVP/CFO/COO 40.0 1.0 X 950613 0 62299 ED O'CONNOR EVP ACADEMIC &RESEARCH/PROVOST 40.0 0.0 X 412781 0 154045 DARIN D'AGOSTINO EXECUTIVE DEAN 40.0 0.0 X 451685 0 51020 RONNIE MARTIN INTERIM CAMPUS DEAN-JOPLIN 40.0 0.0 X 311247 0 22662 JOSH COX ASSOCIATE DEAN 40.0 0.0 X 271918 0 60708 G MICHAEL JOHNSTON CAMPUS DEAN 40.0 0.0 X 269574 0 47560 JANE LAMPO VP INSTITUTIONAL ADVANCEMENT 40.0 0.0 X 230429 0 33120 KEVIN TREFFER PROFESSOR/DEPARTMENT CHAIR 40.0 0.0 X 257696 0 47713 GAUTAM DESAI PROFESSOR 40.0 0.0 X 255960 0 28143 JAY DANTO PROFESSOR/DEPARTMENT CHAIR 40.0 0.0 X 244780 0 57054 GEORGE KOLO PROFESSOR 40.0 0.0 X 232998 0 50597 JOHN PAULSON CHAIR OF PRIMARY CARE - JOPLIN 40.0 0.0 X 226019 0 47536 5527591 0 714040 66 false true false JE DUNN 1001 LOCUST KANSAS CITY MO 64106 CONSTRUCTION 3741556 HELIX ARCHITECTURE PO BOX 414948 KANSAS CITY MO 64141 CONSTRUCTION 2379345 MCCOWN GORDON CONSTRUCTION 442 ADMIRAL BLVD KANSAS CITY MO 64106 CONSTRUCTION 1969890 BURNS MCDONNELL ENGINEERING COMPA PO BOX 411883 KANSAS CITY MO 64141 ENGINEERING 943993 UNION RESTAURANTS LLC 10220 W 89TH ST OVERLAND PARK KS 66212 FOOD SERVICES 814751 55 15121689 27869 15121689 Clinical Revenues 621110 377242 377242 Student Fees & Revenue 611600 71783200 71783200 OPTI REVENUE 900099 306701 306701 72467143 3601907 3601907 0 0 0 0 0 10000000 9000 10041200 -41200 9000 -32200 -32200 0 0 0 0 0 0 233854 204521 29333 29333 CAFETERIA & VENDING 611710 596635 596635 ALL OTHER MISC REVENUE 900099 82706 82706 82706 82706 679341 91867213 73175817 3569707 185650 185650 3103542 3103542 0 0 4148643 2220353 1928290 0 26018196 23778223 1066948 1173025 1827493 1594278 140199 93016 3513530 3102697 264416 146417 1895008 1656326 165973 72709 0 343344 175799 155825 11720 97572 97572 0 32500 32500 61790 61790 4267482 3230607 781584 255291 263780 161639 30830 71311 687552 576510 73107 37935 3007755 2885419 97869 24467 0 1890843 1420132 376569 94142 418823 336597 47614 34612 0 0 1293621 1293621 0 6862694 5147020 1372539 343135 662151 496613 132430 33108 EDUCATION 5625853 5625853 LIBRARY PERIODICALS&DATABASE 1091852 1091852 DUES & SUBSCRIPTIONS 445980 373640 67196 5144 _ 0 1884564 99127 1411025 374412 69630218 57323667 9503607 2802944 0 0 45359927 28953488 2797353 1537749 653346 608509 0 0 0 0 0 0 300501 92048 2305786 2190203 171990824 50200327 110115899 121790497 101040569 128183524 0 0 2448325 2113841 0 0 9611413 16477276 274633119 301947135 11420925 14449221 0 0 10689768 14284447 42041909 40627741 0 0 0 0 0 0 0 0 3023869 2706077 67176471 72067486 X 188144902 200417340 11142213 21265010 8169533 8197299 207456648 229879649 274633119 301947135 22236995 186006 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19208091 659075 1016897 170685 75816 20637562 17797576 182951 1368413 130892 9957 19208091 16048120 437867 1880398 549474 19335 17797576 16476904 531542 -431247 510593 18486 16048120 16844056 253007 -152092 448618 19449 16476904 0.51920 0.35930 0.12150 false false 55187 15768542 15823729 107050857 29847808 77203049 24766796 16168990 8597806 24349442 4183529 20165913 121790497 Unamortized Bond Issuance 606012 BENEFICIAL INTEREST IN CRUTS 13363351 CSV LIFE INSURANCE 11146 Intercompany Receivable 1523031 457(B) DEFERRED COMP PLAN 973736 16477276 0 Refundable Govt Loan Programs 2631209 CRAT Payable 74868 2706077 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.KCUMB.EDU WHICH IS OPEN TO ALL PUBLIC TO REVIEW. SCHEDULE E, PART I, LINE 6A THE ORGANIZATION RECEIVES GOVERNMENT GRANTS TO FURTHER ITS EXEMPT PURPOSE. true CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES SEE PART IV 11925 SUB-SAHARAN AFRICA PROGRAM SERVICES SEE PART IV 20721 SOUTH ASIA PROGRAM SERVICES SEE PART IV 9142 41788 41788 false false false false false false SCHEDULE F, PART I, LINE 2 REPRESENTATIVES FROM THE UNIVERSITY TRAVEL AND PARTICIPATE IN PROGRAMS IN WHICH FUNDS ARE GRANTED OUTSIDE OF THE UNITED STATES. SCHEDULE F, PART I, LINE 3, COLUMN (E) AS PART OF ITS GLOBAL MEDICINE PROGRAM, THE UNIVERSITY ENGAGES IN SEVERAL MEDICAL MISSION TRIPS THROUGHOUT THE YEAR. THESE TRIPS ARE A CENTRAL COMPONENT TO THE EDUCATION OF MEDICAL STUDENTS IN THE GLOBAL TRACK AND PROVIDE OPPORTUNITIES FOR FACULTY TO TRAIN STUDENTS THROUGH EXPERIENTIAL DELIVERY OF HEALTHCARE SERVICES TO MEDICALLY UNDERSERVED POPULATIONS IN A WIDE RANGE OF ENVIRONMENTS. SCHEDULE F, PART I, LINE 3, COLUMN (F) THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING. X X X X X X X true WILSON-BENNETT TECHNOLOGY PHONE-A- THON false 100800 32500 68300 100800 32500 68300 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 1200 MAIN STREET SUITE 230 KANSAS CITY MO 64105 430822397 501(C)(4) 20000 OPERATIONS KANSAS CITY AREA DEVELOPMENT COUNCIL 30 W PERSHING RD SUITE 200 KANSAS CITY MO 64108 431852671 501(C)(6) 10000 OPERATIONS CENTER FOR PRACTICAL BIOETHICS 1111 MAIN ST STE 500 KANSAS CITY MO 64105 480985815 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) 60000 OPERATIONS GREATER KANSAS CITY CHAMBER OF COMMERCE 30 WEST PERSHING RD STE 301 KANSAS CITY MO 64108 440196840 501(C)(3) 30500 OPERATIONS COMMUNITY CLINIC OF SOUTHWEST MISSOURI 701 S JOPLIN AVENUE JOPLIN MO 64801 431643962 501(C)(3) 15000 OPERATIONS SAMUEL U RODGERS HEALTH CENTER 825 EUCLID AVENUE KANSAS CITY MO 64124 430899356 501(C)(3) 5150 OPERATIONS 7 2 SCHOLARSHIPS 324 3098151 DENTAL/VISION VOUCHERS 13 5391 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 659690 0 704249 0 47952 0 27500 0 24083 0 1463474 0 539750 0 JOE MASSMAN EVP/CFO/COO 446951 0 492262 0 11400 0 27500 0 34799 0 1012912 0 379710 0 ED O'CONNOR EVP ACADEMIC &RESEARCH/PROVOST 349104 0 52138 0 11539 0 132226 0 21819 0 566826 0 0 0 DARIN D'AGOSTINO EXECUTIVE DEAN 401396 0 40300 0 9989 0 18496 0 32524 0 502705 0 0 0 RONNIE MARTIN INTERIM CAMPUS DEAN-JOPLIN 295754 0 9000 0 6493 0 2769 0 19893 0 333909 0 0 0 JOSH COX ASSOCIATE DEAN 257435 0 0 0 14483 0 27500 0 33208 0 332626 0 0 0 G MICHAEL JOHNSTON CAMPUS DEAN 263233 0 0 0 6341 0 26877 0 20683 0 317134 0 0 0 KEVIN TREFFER PROFESSOR/DEPARTMENT CHAIR 250403 0 0 0 7293 0 25188 0 22525 0 305409 0 0 0 GAUTAM DESAI PROFESSOR 247366 0 6700 0 1894 0 23789 0 4354 0 284103 0 0 0 JAY DANTO PROFESSOR/DEPARTMENT CHAIR 242641 0 0 0 2139 0 25029 0 32025 0 301834 0 0 0 GEORGE KOLO PROFESSOR 225379 0 4600 0 3019 0 16886 0 33711 0 283595 0 0 0 JOHN PAULSON CHAIR OF PRIMARY CARE - JOPLIN 223933 0 0 0 2086 0 14605 0 32931 0 273555 0 0 0 JANE LAMPO VP INSTITUTIONAL ADVANCEMENT 217058 0 7246 0 6125 0 21288 0 11832 0 263549 0 0 0 SCHEDULE J, PART I, LINE 1A $441 WAS PAID FOR SPOUSAL ATTENDANCE AT MEDICAL CONFERENCES THROUGHOUT THE YEAR AND WAS TREATED AS TAXABLE WAGES TO THE PRESIDENT. SCHEDULE J, PART I, LINE 4B The President/CEO and the EVP/CFO/COO participated in a long term executive compensation agreement spanning 5 years, the terms and conditions of which were satisfied in 2018. As such, payments under the agreement were made to the President for $605,549 and the EVP/CFO/COO for $424,731. These amounts have been included in the officers W-2 compensation, Box 5. Additionally, the University had been accruing for this plan in the Universitys financial statements and in previous Forms 990. Total amounts already reported in previous Forms 990 were: President/CEO EVP/CFO/COO 2017 128,139 88,729 2016 122,280 86,145 2015 118,136 83,636 2014 114,695 81,200 2013 56,500 40,000 ----------- ----------- Total 539,750 379,710 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 in 2018 for this agreement was $108,605. 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 4600000 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. X 1 1269 FAIR MARKET VALUE X FOUNTAIN 1 26600 HISTORICAL COST 1 false true false SCHEDULE M, PART I, COLUMN B THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS DURING THE YEAR. 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 VI, SECTION A, LINE 2 Sheridan Y. Wood and Sheilahn Davis-Wyatt formerly had a business relationship. Sheridan Y. Wood was the CEO of KC Care Clinic and Sheilahn Davis-Wyatt was the COO of KC Care Clinic. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED TO ADD LANGUAGE THAT EMPHASIZES THE IMPORTANCE OF OSTEOPATHIC HERITAGE WITH AN ADDED COMMITMENT TO THE EDUCATION OF STUDENTS WHO FOCUS ON WHOLE-PERSON CARE, TO REDEFINE THE BOARD COMPOSITION TO ASSURE KCU IS NOT LIMITED AS TO TRUSTEE BACKGROUND BUT TO STILL ASSURE THERE IS NO LESS THAN 25% OF BOARD MEMBES WHO ARE ALUMNI OF KCU, AND TO ADD LANGUAGE TO ENSURE THAT NO PROGRAM OR DEGREE CAN BE ELIMINATED WITHOUT A SUPERMAJORITY (MORE THAN 75%) VOTE OF THE BOARD OF TRUSTEES. THE BYLAWS WERE ALSO AMENDED BY CHANGING THE NUMBER OF TERMS THAT MAY BE SERVED BY A BOARD MEMBER FROM 3-THREE-YEAR TERMS TO 4-THREE-YEAR TERMS. 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. 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 false false false false false false false false false false true true false false true false