2018-04-23T15:03:57-05:00 2017-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2016-07-01 440545280 KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES % JOSEPH MASSMAN KANS 8166547000 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 MARC HAHN PRESIDENT 8166547100 2018-05-15 true Michael J Engle P00482834 8162216300 167.68.126.162 43372220181135000010 2018-04-23 P 6157E42BD5E41E089E048ACEC76069831AD4AF6C B63AEF58A3948584CFC9994E7E12F4E53EEB27F2 2016 2021-01-29 14:40:06Z MARC HAHN 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 101048935 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. 16 16 527 16 0 0 29550696 13619224 50551122 51013475 -564041 1504549 625233 543611 80163010 66680859 2066419 2455138 0 0 27219135 29785857 75257 47704 3125350 22232788 22972641 51593599 55261340 28569411 11419519 225301599 266445586 45459727 69063039 179841872 197382547 X SEE SCHEDULE O false false 41787838 2170418 48227979 THE UNIVERSITY EDUCATES DOCTORS OF OSTEOPATHIC MEDICINE. OUR FOUR YEAR INTEGRATED CURRICULUM EMPHASIZES BOTH THE BASIC SCIENCES AND CLINICAL SKILLS. 3410167 284720 3565907 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). 45198005 true true false false false false false false false true true false false false true false false true true false true false false true true 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 407 0 true 527 true false false false false false true true false false false false X 16 16 true false false 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 KEVIN D KAUFMAN BOARD TRUSTEE 1.0 0.0 X 0 0 0 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/CHAIR 1.0 0.0 X X 3000 0 0 BRUCE R WILLIAMS DO BOARD TRUSTEE 1.0 0.0 X 4000 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 JOEL M FEDER DO 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 MARC HAHN PRESIDENT AND CEO 40.0 1.0 X 738893 0 175012 JOE MASSMAN EVP/CFO/COO 40.0 1.0 X 508136 0 142446 BRUCE DUBIN EVP ACADEMIC AFFAIRS/PROVOST 40.0 1.0 X 511992 0 31549 ED O'CONNOR EVP ACADEMIC &RESEARCH/PROVOST 40.0 0.0 X 0 0 0 JEFF JOYCE VP RESEARCH 40.0 0.0 X 279342 0 44674 JOHN GRANETO ASSOCIATE DEAN 40.0 0.0 X 271627 0 19462 WILLIAM COX PROFESSOR/DEPARTMENT CHAIR 40.0 0.0 X 255217 0 52220 G MICHAEL JOHNSTON VICE DEAN ACADEMIC AFFAIRS 40.0 0.0 X 258056 0 44662 KEVIN TREFFER PROFESSOR/DEPARTMENT CHAIR 40.0 0.0 X 247498 0 43750 3077761 0 553775 64 false true false JE DUNN 1001 LOCUST KANSAS CITY MO 64106 CONSTRUCTION MGMT 15277556 GOULD EVANS PC 4041 MILL STREET KANSAS CITY MO 64111 ARCHITECTURAL SVCS 802095 HELZBERG SCHOOL OF MANAGEMENT 1100 ROCKHURST RD KANSAS CITY MO 64110 DUAL PROGRAM EXPENSE 763119 UNION RESTAURANTS LLC 10220 W 87TH ST OVERLAND PARK KS 66212 FOOD SERVICES 830168 METEORIX LLC 260 FRANKLIN ST BOSTON MA 02110 TECH CONSULTING 419473 42 378725 13240499 13619224 Clinical Revenues 621110 452936 452936 Student Fees & Revenue 611600 50560539 50560539 51013475 2334881 2334881 3478 3478 0 0 0 0 32925000 37000 33767386 28424 -842386 8576 -833810 -833810 162300 378725 399100 -236800 -236800 0 0 0 223934 173166 50768 50768 CAFETERIA & VENDING 611710 395506 395506 OPTI INCOME 900099 158578 158578 All Other Misc Revenue 900099 175559 175559 175559 175559 729643 66680859 51793886 1267749 161804 161804 2293334 2293334 0 0 1929758 551147 1378611 0 21873390 19484977 1286157 1102256 1539372 1393873 72900 72599 2938220 2451262 295170 191788 1505117 1297735 142132 65250 0 396179 288000 88979 19200 114717 114717 0 47704 47704 83255 83255 2566036 2016081 355962 193993 440031 273674 70173 96184 1169796 948404 177411 43981 1578183 1183637 315637 78909 0 1721419 1300334 336868 84217 509083 398242 81847 28994 0 0 806652 806652 0 5061005 3795754 1012201 253050 618585 463933 123715 30937 EDUCATION 5730449 5730449 DUES & SUBSCRIPTIONS 265953 231058 32799 2096 _ 0 _ 0 1911298 851052 246054 814192 55261340 45198005 6937985 3125350 0 0 28828822 29971035 683652 738798 1685770 253186 0 0 0 0 0 0 19484 40257 1499188 1772854 145707705 37266427 80398527 108441278 107685583 111772885 0 0 2436212 2901577 0 0 2064361 10553716 225301599 266445586 7818133 11977539 0 0 10653782 10819443 23875213 43096616 0 0 0 0 0 0 0 0 3112599 3169441 45459727 69063039 X 140582122 179363007 32818797 9807778 6440953 8211762 179841872 197382547 225301599 266445586 11419519 6121156 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16048120 437867 1880398 549474 19335 17797576 16476904 531542 -431247 510593 18486 16048120 16844056 253007 -152092 448618 19449 16476904 11272009 4243678 1915009 544445 42195 16844056 10849356 210149 418972 176118 30350 11272009 0.53200 0.36940 0.09860 false false 55187 13127439 13182626 101190460 22913889 78276571 22716622 10743811 11972811 8617997 3608727 5009270 108441278 0 Refundable Govt Loan Programs 3087738 CRAT Payable 81703 3169441 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 Sub-Saharan Africa Program Services SEE PART IV 9304 Central America and the Caribbean Program Services SEE PART IV 13484 22788 22788 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 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. X X X X X X X true RUFFALO NOEL LEVITZ PHONE-A- THON false 168550 47704 120846 168550 47704 120846 CENTENNIAL GALA 541025 378725 162300 95972 190060 48892 64176 0 541025 378725 162300 95972 190060 48892 64176 399100 -236800 true ROCKHURST UNIVERSITY 1100 ROCKHURST ROAD KANSAS CITY MO 64110 440545813 501(C)(3) 10000 OPERATIONS GREATER KANSAS CITY CHAMBER OF COMMERCE 30 WEST PERSHING ROAD STE 301 KANSAS CITY MO 64108 440196840 501(C)(6) 25700 OPERATIONS CENTER FOR PRACTICAL BIOETHICS 1111 MAIN ST STE 500 KANSAS CITY MO 64105 480985815 501(C)(3) 10000 OPERATIONS KANSAS CITY CARE CLINIC 3515 BROADWAY KANSAS CITY MO 64111 430967292 501(C)(3) 10000 OPERATIONS KANSAS CITY AREA LIFE SCIENCES INSTITUTE 30W Pershing Suite 210 KANSAS CITY MO 64108 431889037 501(C)(3) 55000 OPERATIONS AMERICAN OSTEOPATHIC FOUNDATION 142 East Ontario St CHICAGO IL 60611 386056120 501(C)(3) 8000 OPERATIONS 5 1 DENTAL/VISION VOUCHERS 10 5044 SCHOLARSHIPS 241 2288290 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 true true false false false false false false false MARC HAHN PRESIDENT AND CEO 604499 0 96368 0 38026 0 148780 0 26232 0 913905 0 0 0 JOE MASSMAN EVP/CFO/COO 423202 0 74464 0 10470 0 112645 0 29801 0 650582 0 0 0 BRUCE DUBIN EVP ACADEMIC AFFAIRS/PROVOST 162268 0 0 0 349724 0 21057 0 10492 0 543541 0 0 0 JEFF JOYCE VP RESEARCH 270005 0 0 0 9337 0 26500 0 18174 0 324016 0 0 0 JOHN GRANETO ASSOCIATE DEAN 268101 0 0 0 3526 0 7450 0 12012 0 291089 0 0 0 WILLIAM COX PROFESSOR/DEPARTMENT CHAIR 254250 0 0 0 967 0 25814 0 26406 0 307437 0 0 0 G MICHAEL JOHNSTON VICE DEAN ACADEMIC AFFAIRS 252445 0 0 0 5611 0 25625 0 19037 0 302718 0 0 0 KEVIN TREFFER PROFESSOR/DEPARTMENT CHAIR 226675 0 0 0 20823 0 24338 0 19412 0 291248 0 0 0 SCHEDULE J, PART I, LINE 1A $1,262 WAS PAID FOR SPOUSAL ATTENDANCE AT VARIOUS MEDICAL CONFERENCES THROUGHOUT THE YEAR AND WAS TREATED AS TAXABLE WAGES TO THE PRESIDENT. SCHEDULE J, PART I, LINE 4A $269,190 WAS PAID TO BRUCE DUBIN PURSUANT TO A SEPARATION AGREEMENT. SCHEDULE J, PART I, LINE 4B THE PRESIDENT/CEO AND THE EVP/CFO/COO PARTICIPATE IN A LONG TERM EXECUTIVE COMPENSATION ARRANGEMENT WITH PAYMENTS PURSUANT TO CERTAIN TERMS AND CONDITIONS, INCLUDING LONG TERM EMPLOYMENT. THERE HAVE BEEN NO PAYMENTS UNDER THIS PLAN TO DATE. AMOUNTS ACCRUED IN 2016 WERE: MARC HAHN $122,280 AND JOSEPH MASSMAN $86,145. ACCRUED AMOUNTS MAY NEVER BE PAID DUE TO THE INHERENT UNCERTAINTIES RELATED TO THE TERMS AND CONDITIONS OF THE PLAN. 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 FINANCE EDUCATIONAL FACILITIES false false false A 2250000 0 25158106 0 0 0 93750 0 0 18609891 6454465 0 2015 true false true true B 0 0 20265925 0 10273 0 251649 0 0 20004003 0 0 2017 false false false 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, COLUMN A, LINE A HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI PART I, COLUMN A, LINE B HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI PART I, COLUMN F, LINE A FINANCE EDUCATIONAL FACILITIES AND REFUND SERIES 2001 BONDS (ORIGINALLY ISSUED 8/30/2001). PART II, COLUMN A, LINE 3 TOTAL PROCEEDS DO NOT EQUAL ISSUE PRICE 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 IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS EARNED DURING THE PROJECT PERIOD. PART II, COLUMN B, LINE 16 THE INSTITUTION IS IN THE PROCESS OF COMPLETING THE FINAL WRITTEN ALLOCATION FOR THE BONDS AND EXPECTS FOR IT TO BE COMPLETED BY THE NEXT FISCAL YEAR END. 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(D) THE FIRST INSTALLMENT COMPUTATION WAS COMPLETED AS OF 12/1/2016. 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 HAVE A BUSINESS RELATIONSHIP. SHERIDAN Y. WOOD IS THE CEO OF KC CARE CLINIC AND SHEILAHN DAVIS-WYATT IS THE COO OF KC CARE CLINIC. 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 TRUST MO KCU TRUST true false false false false false false false false false false false false false true true false false true false