2016-01-25T11:27:22-06:00 2015-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2014-07-01 440545280 Kansas City University of Medicine and Biosciences % JOSEPH MASSMAN KANS 8166547000 1750 Independence Avenue Kansas City MO 64106 MARC HAHN PRESIDENT 8166547006 2015-02-15 true Michael J Engle P00482834 8162216300 2014 2016-04-25 22:37:26Z MARC HAHN 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 59813017 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 16 550 16 0 0 787131 5864058 45106856 48924345 3009783 3008955 669748 664874 49573518 58462232 1414251 1758467 0 0 26177240 26245836 277579 18191 2158351 19353860 20511210 47222930 48533704 2350588 9928528 186897200 192578452 40838900 40154088 146058300 152424364 X SEE SCHEDULE O false false 36795636 1718624 47599394 THE UNIVERSITY EDUCATES DOCTORS OF OSTEOPATHIC MEDICINE. OUR FOUR YEAR INTEGRATED CURRICULUM EMPHASIZES BOTH THE BASIC SCIENCES AND CLINICAL SKILLS. 1991214 39843 1982119 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). 38786850 true true false false false false false false false true true false false false true false false true true false true false true true false false false true true true true false false false false false false false false false false false false false false false true true true false false true 289 0 true 550 true false false false false false false 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 PAUL W DYBEDAL DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 CARLA C DURYEE BOARD TRUSTEE 1.0 0.0 X 0 0 0 DARWIN J STRICKLAND DO 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/VICE CHAIR 1.0 0.0 X X 0 0 0 MARSHALL D WALKER DO BOARD TRUSTEE/CHAIR 1.0 0.0 X X 0 0 0 BRUCE R WILLIAMS DO BOARD TRUSTEE 1.0 0.0 X 7000 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 JANIS STRICKLAND COFFIN 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 1.0 0.0 X 0 0 0 JOEL M FEDER DO BOARD TRUSTEE 1.0 0.0 X 1000 0 0 NATHAN S HALL DO BOARD TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH M MASSMAN EVP/CFO/COO 40.0 1.0 X 491844 0 135223 MARC B HAHN DO PRESIDENT AND CEO 40.0 1.0 X 714388 0 167332 BRUCE DUBIN DO EVP ACADEMIC AFFAIRS/PROVOST 40.0 1.0 X 519766 0 111649 JOHN J DOUGHERTY DO ASSOC DEAN/PROFESSOR 40.0 0.0 X 360682 0 51117 JEFFREY JOYCE VP RESEARCH 40.0 0.0 X 262316 0 42492 G MICHAEL JOHNSTON VICE DEAN/PROFESSOR 40.0 0.0 X 250392 0 42575 KEVIN HUBBARD DO PROFESSOR/DEPARTMENT CHAIR 40.0 0.0 X 235407 0 40750 WILLIAM COX PROFESSOR/DEPARTMENT CHAIR 40.0 0.0 X 237805 0 50968 NATALIE C LUTZ FORMER VP UNIVERSITY RELATIONS 40.0 0.0 X 153182 0 21944 BECKY TALKEN FORMER CIO 40.0 0.0 X 132137 0 13118 LEANN CARLTON ASSIST. DEAN STUDENT AFFAIRS 40.0 0.0 X 111864 0 41030 DAWN M ROHRS FORMER VP HUMAN RESOURCES 0.0 0.0 X 124149 0 0 3601932 0 718198 57 true true false MCCOWN GORDON CONSTRUCTION LLC CONSTRUCTION MGMT 6534093 HELIX ARCHITECTURE AND DESIGN ARCHITECTURAL SVCS 1330705 HELZBERG SCHOOL OF MGMT PROFESSIONAL FEES 965913 UNION RESTAURANTS FOOD SERVICE 478912 KAPLAN HIGHER EDUCATION CORP TEST PREPARATION 306880 30 289391 5574667 5864058 CLINICAL REVENUES 621110 652930 652930 STUDENT FEES & REVENUE 611600 48271415 48271415 48924345 1805088 1805088 0 0 7706 7706 0 7706 7706 2511967 42685 1226758 124027 1285209 -81342 1203867 1203867 0 0 0 CAFETERIA & VENDING 611710 407221 407221 ALL OTHER MISC REVENUE 900099 249947 249947 249947 249947 657168 58462232 49581513 3016661 79500 79500 1656467 1656467 22500 22500 0 2144455 670791 1473664 0 19395254 16849873 1636098 909283 1338560 1224902 74843 38815 1954559 1694212 160557 99790 1413008 1189881 154427 68700 0 557976 7550 550426 105324 105324 0 18191 18191 79466 59600 15893 3973 2463098 1962950 372805 127343 478095 309706 92389 76000 889299 745963 90469 52867 1187873 890967 237525 59381 0 1416695 1082265 267544 66886 656932 526466 82174 48292 0 0 764063 764063 0 3807189 2855392 761438 190359 712327 535476 141481 35370 EDUCATION 4739209 4665501 11581 62127 _ _ _ 2653664 1756888 595802 300974 48533704 38786850 7588503 2158351 0 0 30002015 26167139 478879 779010 2600448 3282183 0 0 0 0 0 0 16051 11419 1740671 2425455 93593278 33186620 52337523 60406658 94676204 96184864 0 0 2487572 2737705 0 0 2557837 584019 186897200 192578452 7053057 6645204 0 0 5826052 6104015 24890017 24382615 0 0 0 0 0 0 0 0 3069774 3022254 40838900 40154088 X 137657222 140681032 2646757 5786047 5754321 5957285 146058300 152424364 186897200 192578452 X 9928528 -3562464 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16844056 253007 -152092 448618 19449 16476904 11272009 4243678 1915009 544445 42195 16844056 10849356 210149 418972 176118 30350 11272009 8095158 3139349 -232939 135050 17162 10849356 6917754 130273 1071233 0 0 24102 8095158 0.57230 0.34020 0.08750 false false 55187 2345379 2400566 0 62241462 19165018 43076444 0 15892425 10955220 4937205 0 13058825 3066382 9992443 60406658 0 REFUNDABLE GOVT LOAN PROGRAMS 2932200 CRAT PAYABLE 90054 3022254 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND IS USED PRIMARILY FOR STUDENT SCHOLARSHIPS AND STUDENT LOANS. 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, LINE 3 THE FOLLOWING LANGUAGE IS POSTED ON THE KCU ADMISSIONS WEBSITE: KCU IS COMMITTED TO PROVIDING AN ACADEMIC AND EMPLOYMENT ENVIRONMENT IN WHICH STUDENTS AND EMPLOYEES ARE TREATED WITH COURTESY, RESPECT AND DIGNITY. IT IS THE POLICY OF THE UNIVERSITY THAT NO STUDENT SHALL, BECAUSE OF RACE, ETHNICITY, NATIONAL ORIGIN, COLOR, CREED, RELIGION, AGE, DISABILITY, VETERAN OR MILITARY STATUS, SEX, GENDER, GENDER IDENTITY, SEXUAL ORIENTATION, OR ANY OTHER CHARACTERISTIC PROTECTED BY LAW, BE EXCLUDED FROM PARTICIPATION IN, BE DENIED THE BENEFIT OF, OR BE SUBJECTED TO DISCRIMINATION IN ANY PROGRAM SPONSORED BY THE UNIVERSITY. SCHEDULE E, LINE 6A THE ORGANIZATION RECEIVES GOVERNMENT GRANTS TO FURTHER ITS EXEMPT PURPOSE. true North America Grantmaking 20000 East Asia and the Pacific Grantmaking 2500 SUB-SAHARAN AFRICA Program Services SEE PART IV 15345 Central America and the Caribbean Program Services SEE PART IV 31765 69610 69610 SCHOLARSHIP North America 4 20000 SCHOLARSHIP East Asia and the Pacific 1 2500 false false false false false false SCHEDULE F, PART I, LINE 2 SCHOLARSHIPS TO STUDENTS ARE APPLIED DIRECTLY TOWARDS THE STUDENTS accounts to offset tuition costs to ensure that scholarships are used only for student educational purposes. SCHEDULE F, PART I, LINE 3 ACTIVITY #3: THE UNIVERSITY SUPPORTS AND PARTNERS WITH DOCARE INTERNATIONAL, A MEDICAL OUTREACH ORGANIZATION, TO PROVIDE HEALTHCARE TO INDIGENT AND ISOLATED PEOPLE IN REMOTE AREAS AROUND THE WORLD. IN DOING SO, THE UNIVERSITY PROVIDES FUNDING FOR FACULTY, STAFF, AND STUDENTS TO TRAVEL TO GUATEMALA, ONE OF DOCARE'S ESTABLISHED LOCATIONS. THE UNIVERSITY ALSO FUNDS NECESSARY MEDICAL SUPPLIES FOR THE PROVISION OF CARE. THE FACULTY, STAFF, AND STUDENTS PROVIDE HEALTHCARE AND EDUCATION TO THE IMPOVERISHED PEOPLE IN THIS AREA. IN ADDITION, OUR STUDENTS BENEFIT FROM THE CLINICAL EDUCATION THEY RECEIVE DURING THIS MISSION TRIP. THE UNIVERSITY ALSO PROVIDES EDUCATIONAL OPPORTUNITIES FOR THE INSTRUCTION OF ITS MEDICAL STUDENTS BY THE CLINICAL FACULTY AND PHYSICIANS LICENSED IN THE DOMINICAN REPUBLIC, TO PROVIDE HEALTH SCREENING FOR PATIENTS RESIDING IN AND AROUND GUERRA, DOMINICAN REPUBLIC. THIS IS A COOPERATIVE EFFORT BETWEEN THE UNIVERSITY, THE MINISTRY OF HEALTH OF THE DOMINICAN REPUBLIC AND THE KANSAS CITY ROYALS BASEBALL ORGANIZATION. X X X X X X X true HARTSOOK COMPANIES INC CONSULTING false 0 18191 0 0 18191 0 true KANSAS CITY AREA DEVELOPMENT COUNCIL 30 W PERSHING ROAD KANSAS CITY MO 64108 431852671 501(C)(6) 13500 OPERATIONS CENTER FOR PRACTICAL BIOETHICS 1111 MAIN STREET 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 KU ENDOWMENT 3901 RAINBOW BLVD KANSAS CITY MO 66160 480547734 501(C)(3) 5500 OPERATIONS AMERICAN OSTEOPATHIC FOUNDATION 142 EAST ONTARIO ST CHICAGO IL 60611 366056120 501(C)(3) 5500 OPERATIONS ROCKHURST UNIVERSITY 1100 ROCKHURST ROAD KANSAS CITY MO 64110 440545813 501(C)(3) 10000 OPERATIONS SAMUEL U RODGERS HEALTHCARE CENTER 825 EUCLID AVE KANSAS CITY MO 64124 430899356 501(C)(3) 15000 OPERATIONS 6 1 SCHOLARSHIPS 361 1642174 DENTAL/VISION VOUCHERS 12 14293 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 X X X X X true true false false false false false false false JOSEPH M MASSMAN EVP/CFO/COO 399467 0 81622 0 10755 0 107200 0 28023 0 627067 0 0 0 MARC B HAHN DO PRESIDENT AND CEO 589864 0 97664 0 26860 0 140695 0 26637 0 881720 0 0 0 BRUCE DUBIN DO EVP ACADEMIC AFFAIRS/PROVOST 436691 0 65250 0 17825 0 91751 0 19898 0 631415 0 0 0 JOHN J DOUGHERTY DO ASSOC DEAN/PROFESSOR 357472 0 0 0 3210 0 26000 0 25117 0 411799 0 0 0 JEFFREY JOYCE VP RESEARCH 256703 0 0 0 5613 0 25939 0 16553 0 304808 0 0 0 G MICHAEL JOHNSTON VICE DEAN/PROFESSOR 245603 0 0 0 4789 0 24511 0 18064 0 292967 0 0 0 KEVIN HUBBARD DO PROFESSOR/DEPARTMENT CHAIR 234775 0 0 0 632 0 23661 0 17089 0 276157 0 0 0 NATALIE C LUTZ FORMER VP UNIVERSITY RELATIONS 67117 0 0 0 86065 0 7673 0 14271 0 175126 0 0 0 BECKY TALKEN FORMER CIO 40845 0 0 0 91292 0 5636 0 7482 0 145255 0 0 0 LEANN CARLTON ASSIST. DEAN STUDENT AFFAIRS 99286 0 0 0 12578 0 11564 0 29466 0 152894 0 0 0 DAWN M ROHRS FORMER VP HUMAN RESOURCES 43182 0 0 0 80967 0 0 0 0 0 124149 0 0 0 WILLIAM COX PROFESSOR/DEPARTMENT CHAIR 236753 0 0 0 1052 0 24182 0 26786 0 288773 0 0 0 SCHEDULE J, PART I, LINE 4A Payments of $80,967 to Dawn Rohrs, $76,966 to Becky Talken and $70,019 to Natalie Lutz, were made pursuant to separation agreements. SCHEDULE J, PART I, LINE 4B The President and CEO, EVP of Academic Affairs/Provost 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 2014 were: Marc Hahn, $114,695; Joseph Massman, $81,200 and Bruce Dubin, $88,305. Accrued amounts may never be paid due to the inherent uncertainties related to the terms and conditions of the plan. A SEE PART VI 431178966 60636AHJ5 2013-12-19 25144334 SEE PART VI false false false A 750000 0 25158106 0 0 0 93750 0 0 12883683 6454465 5726208 true false false true A 0 false false false true A false true false false 0 false 0 false true A true PART I, COLUMN A, LINE A 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, 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, LINE 11 Amount of Bond proceeds used to refund Series 2001 Bonds. PART II, LINE 12 Amount of Bond proceeds remaining in the project fund as of the fiscal year end. The project has not been completed. PART II, LINE 13 The project has not been completed. PART II, LINE 16 The project has not been completed. PART III, LINES 1-6 These questions have not been completed for the Institution's current fiscal year end because (1) the project financed by the new money portion of the Bonds has not been completed, and (2) the projects financed or refinanced by the Series 2001 Bonds were issued prior to January 1, 2003. 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 A DIRECTOR OF KC CARE CLINIC. DARWIN J STRICKLAND, DO AND JANIS STRICKLAND COFFIN, DO HAVE A FAMILY RELATIONSHIP. JANIS STRICKLAND COFFIN, DO IS THE DAUGHTER OF DARWIN J STRICKLAND, DO. 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 DEV CO 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 431848034 REAL ESTATE MO 501(C)(3) 11A KCU true false false false false false false false false false false false false false true true false false false true INDEPENDENCE AVENUE DEVELOPMENT S 1157287 CARRYING VALUE