2014-02-17T10:18:14-06:00 2013-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2012-07-01 440545280 Kansas City University of Medicine and Biosciences % JOSEPH MASSMAN KANS 8166547000 1750 Independence Avenue Suite Kansas City MO 64106 MARC HAHN 8166547106 2014-02-17 true Michael J Engle 8162216300 2012 2015-11-30 17:44:51Z MARC HAHN 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 54942378 false X WWW.KCUMB.EDU X 1916 MO KCUMB IS A COMMUNITY OF PROFESSIONALS COMMITTED TO EXCELLENCE IN THE EDUCATION OF HIGHLY QUALIFIED STUDENTS IN OSTEPATHIC MEDICINE, THE BIOSCIENCES, BIOETHICS AND HEALTH PROFESSIONS. 17 16 526 16 0 0 965393 946834 44538322 44899302 2685365 2177609 3684674 643821 51873754 48667566 1025944 1205385 0 0 24753439 27078931 0 50000 2133543 16569232 17081572 42348615 45415888 9525139 3251678 161833868 166489503 24092318 25317203 137741550 141172300 X SEE SCHEDULE O false false 29114343 1053438 42747369 THE UNIVERSITY EDUCATES DOCTORS OF OSTEOPATHIC MEDICINE. OUR FOUR YEAR INTEGRATED CURRICULUM EMPHASIZES BOTH THE BASIC SCIENCES AND CLINICAL SKILLS. THE ACADEMIC PROGRAMS OFFERED ARE TAUGHT BY HIGHLY QUALIFIED FACULTY. 98% OF FACULTY HAS D.O., M.D. OR PH.D. DEGREES. THE UNIVERSITY AWARDS APPROXIMATELY 250 D.O. DEGREES EACH YEAR. 1970400 0 1146325 THE UNIVERSITY'S GRADUATE SCHOOL OFFERS MASTER'S LEVEL DEGREES IN BIOMEDICAL SCIENCES AND BIOETHICS. THE BIOMEDICAL SCIENCES PROGRAM INCLUDES BOTH A ONE YEAR DEGREE PROGRAM AND A TWO-YEAR DEGREE PROGRAM (RESEARCH TRACK). THE BIOETHICS PROGRAM INCLUDES BOTH A ONE YEAR MASTERS PROGRAM AND A DUAL DEGREE DO/MA PROGRAM. KCUMB IS THE ONLY UNIVERSITY IN THE REGION TO OFFER A GRADUATE-LEVEL DEGREE IN BIOETHICS. APPROXIMATELY 50 to 60 GRADUATE DEGREES ARE AWARDED EACH YEAR THROUGH THE BIOMEDICAL SCIENCES AND BIOETHICS PROGRAMS. 5595478 151947 1645664 THE UNIVERSITY HAS A STRONG COMMITMENT TO COMMUNITY SERVICE AND SOCIAL RESPONSIBILITY. THE UNIVERSITY PROVIDES SERVICES WHICH PROMOTES EDUCATION AND HEALTH IMPROVEMENT IN TARGETED AREAS. THIS ENDEAVOR IS ACCOMPLISHED BY THREE INITIATIVES - i) CLINICAL PRACTICE, ii) RESEARCH IN AREAS SUPPORTING THE MISSION OF THE UNIVERSITY, AND iii) SCORE 1 FOR HEALTH. 36680221 true true false false false false false false false true true true false false true true false true true false true false false true true false false true true true false false false false false false false false false false false false false true true true false false true X 283 0 true 526 true false false false false false true true false false false false X 17 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 8166547106 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 X KEVIN D KAUFMAN 1.0 X PAUL W DYBEDAL DO 1.0 X TERRENCE P DUNN 1.0 X X CARLA C DURYEE 1.0 X FREDERICK G FLYNN DO 1.0 X X DARWIN J STRICKLAND DO 1.0 X HOWARD D WEAVER DO 40.0 1.0 X X 930713 0 52877 AVON COFFMAN II DO 1.0 X 400 MEGAN C MCBRIDE DO 1.0 X X RONALD A SLEPITZA PHD 1.0 X X JOHN M PARRY 1.0 X X WILLIAM B HALACOGLU DO 1.0 X JOHN P SMITH DO 1.0 X MARSHALL D WALKER DO 40.0 1.0 X X 36358 BRUCE R WILLIAMS DO 1.0 X 2000 SHERIDAN Y WOOD 1.0 X SHEILAHN DAVIS-WYATT 1.0 X DANIEL J HAAKE 1.0 X ADAM T WHALEY-CONNELL 1.0 X DARIN L HAUG DO 40.0 1.0 X 611117 0 46061 LAURA E DOLLASE 40.0 X 154105 0 32419 JOSEPH M MASSMAN 40.0 1.0 X 370432 0 43713 MARC B HAHN DO 40.0 1.0 X 107733 4576 G MICHAEL JOHNSTON 40.0 X 243223 0 41655 JOHN J DOUGHERTY DO 40.0 X 345356 0 49691 KEVIN D TREFFER DO 40.0 X 227250 0 41139 RICHARD MAGIE DO 40.0 X 236686 0 43952 PAUL C DEW 40.0 X 217199 0 49270 HEIDI TERRY 40.0 X 130718 0 38885 JAMES E PARK 40.0 X 122592 0 18055 NATALIE C LUTZ 40.0 X 126508 0 42967 DAWN M ROHRS 40.0 X 133293 0 18881 BECKY TALKEN 40.0 X 143719 0 41226 LEANN CARLTON 40.0 X 105349 0 42187 4244751 0 607554 52 true true false BECI INC CONTRACTOR SERVICE 606979 HELZBERG SCHOOL OF MANAGEMENT PROFESSIONAL FEES 508625 POLSINELLI SHUGHART PC LEGAL SERVICES 424518 EFL ASSOCIATES INC PROFESSIONAL FEES 310217 JOHNSON CONTROLS INC PROFESSIONAL FEES 288291 16 62969 72530 811335 946834 Net Patient Revenue 621110 1484786 1484786 Student Fees & Revenue 611600 43414516 43414516 44899302 1644516 1644516 0 0 5250 5250 0 5250 5250 6750496 1500 6155564 63339 594932 -61839 533093 533093 54424 62969 55909 -1485 -1485 0 0 Cafeteria & Vending 611710 303955 303955 Drug Study 900099 125463 125463 All Other Misc Revenue 900099 210638 210638 210638 210638 640056 48667566 45539358 2181374 111500 111500 1090085 1090085 3800 3800 0 1268972 352789 757856 158327 0 20382842 17681502 1813620 887720 1525433 1243273 116830 165330 2475167 1764017 590088 121062 1426517 1204457 151269 70791 0 467232 467232 41784 41784 0 50000 50000 137486 101740 27497 8249 1963097 1440917 486410 35770 154263 98387 29778 26098 1696038 1336653 246527 112858 0 0 1699111 1364571 300345 34195 729477 584208 51927 93342 0 0 359352 359352 0 3061116 2636094 326940 98082 826347 460914 358357 7076 Education 2363165 2328745 29589 4831 Bad Debt Expense 244061 244061 Dues & Subscriptions 955187 873023 59312 22852 Student Functions 712591 599529 74517 38545 1671265 1159956 312894 198415 45415888 36680221 6602124 2133543 0 0 20714604 28955067 389151 436804 9127633 7909365 0 0 0 0 0 0 68094 47132 1005292 1365580 76955066 30092845 47032989 46862221 68410116 66348898 10084524 9634300 2719029 2670068 0 0 2282436 2260068 161833868 166489503 4656262 5313227 0 0 9802763 10548068 6645000 6420000 0 0 0 0 0 0 0 0 2988293 3035908 24092318 25317203 X 130080263 133522042 2480650 2097760 5180637 5552498 137741550 141172300 161833868 166489503 3251678 179072 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10849356 210149 418972 176118 30350 11272009 8095158 3139349 -232939 135050 17162 10849356 6917754 130273 1071233 0 0 24102 8095158 6707764 144616 473336 0 389159 18803 6917754 5646082 2047660 -833509 0 138226 14243 6707764 0.45470 0.45320 0.09210 false false 55187 969129 1024316 56643932 18375696 38268236 13650215 9166685 4483530 5636603 2550464 3086139 46862221 HEDGE FUNDS 9634300 F 9634300 0 Refundable Govt Loan Programs 2936003 CRAT Payable 99905 3035908 ENDOWNMENT FUNDS SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND IS USED PRIMARILY FOR STUDENT SCHOLARSHIPS AND STUDENT LOANS. UNCERTAIN TAX POSITIONS DISCLOSURE 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 RACIALLY NONDISCRIMATORY POLICY SCHEDULE E, LINE 3 THE FOLLOWING LANGUAGE IS USED IN OUR UNIVERSITY CATALOG, ADMISSION MATERIAL, AND ON THE ADMISSIONS WEBSITE: KCUMB is committed to providing an academic and employment environment in which students, employees, and guests are treated with courtesy, respect, and dignity. Accordingly, KCUMB prohibits discrimination on the basis of race, ethnicity, national origin, color, creed, religion, age, disability, veteran or military status, sex, gender, gender identity, sexual orientation, or any other status protected by law in matters of admissions, housing, services, any aspect of the employment relationship, and in the other educational programs and activities KCUMB operates. GOVERNMENT AID OR ASSISTANCE SCHEDULE E, LINE 6A THE ORGANIZATION RECEIVES GOVERNMENT GRANTS TO FURTHER ITS EXEMPT PURPOSE. true Central America and the Caribbean Investments 9634300 Central America and the Caribbean Program Services SEE PART IV 68682 North America Grantmaking 1300 East Asia and the Pacific Grantmaking 1500 Sub-Saharan Africa Grantmaking 1000 9706782 9706782 true false true true false false MONITORING OF GRANTS 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. ACTIVITES PER REGION SCHEDULE F, PART I, LINE 3 ACTIVITY #2: 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 true HARTSOOK COMPANIES INC 1100 WALNUT ST STE 2935 KANSAS CITY MO 64106 CONSULTING false 0 50000 0 0 50000 0 All States DCI GOLF TOURN. 117393 62969 54424 22337 33572 0 117393 62969 54424 22337 33572 55909 -1485 PROFESSIONAL FUNDRAISING SERVICES SCHEDULE G, PART 1 KCUMB contracted with Hartsook Companies, Inc in June 2013 for consulting services, which included reviews of the processes within KCUMB's Advancement/Alumni Relations department. Hartsook Companies, Inc also provided services relating to strategic planning and organization without the involvement of gift solicitation. true STARLIGHT THEATRE ASSOCIATION 4600 STARLIGHT ROAD KANSAS CITY MO 64132 440552079 501(C)(3) 32500 OPERATIONS UNITED WAY 1080 WASHINGTON KANSAS CITY MO 64105 440545812 501(C)(3) 15000 OPERATIONS KC AREA DEVELOPMENT COUNCIL 30 W PERSHING ROAD STE 200 KANSAS CITY MO 64108 431852671 501(C)(6) 13500 OPERATIONS GREATER KC CHAMBER OF COMMERCE 30 W PERSHING ROAD STE 301 KANSAS CITY MO 64108 440196840 501(C)(6) 5500 OPERATIONS 2 2 SCHOLARSHIPS 163 1049638 DENTAL/VISION VOUCHERS 94 40447 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. 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 STUDENTS 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 DARIN L HAUG DO 379378 0 157730 0 74009 0 25000 0 21061 0 657178 0 0 0 G MICHAEL JOHNSTON 239107 0 0 0 4116 0 24110 0 17545 0 284878 0 0 0 JOHN J DOUGHERTY DO 343952 0 0 0 1404 0 25000 0 24691 0 395047 0 0 0 HOWARD D WEAVER DO 440216 0 98494 0 392003 0 25000 0 27877 0 983590 0 0 0 KEVIN D TREFFER DO 225864 0 0 0 1386 0 22859 0 18280 0 268389 0 0 0 LAURA E DOLLASE 148677 0 0 0 5428 0 15067 0 17352 0 186524 0 0 0 HEIDI TERRY 130011 0 0 0 707 0 13396 0 25489 0 169603 0 0 0 JAMES E PARK 53365 0 0 0 69227 0 4486 0 13569 0 140647 0 0 0 NATALIE C LUTZ 125865 0 0 0 643 0 13390 0 29577 0 169475 0 0 0 DAWN M ROHRS 132537 0 0 0 756 0 13695 0 5186 0 152174 0 0 0 RICHARD MAGIE DO 228732 0 0 0 7954 0 23376 0 20576 0 280638 0 0 0 JOSEPH M MASSMAN 297074 0 65000 0 8358 0 16695 0 27018 0 414145 0 0 0 BECKY TALKEN 143010 0 0 0 709 0 14791 0 26435 0 184945 0 0 0 LEANN CARLTON 104784 0 0 0 565 0 11420 0 30767 0 147536 0 0 0 PAUL C DEW 194701 0 0 0 22498 0 21979 0 27291 0 266469 0 0 0 SCHEDULE J, PART I, LINE 4A $358,500 WAS PAID IN 2012 TO HOWARD D. WEAVER, D.O. AS THE FIRST OF TWO CONTEMPLATED PAYMENTS PURSUANT TO A SEPARATION AGREEMENT. THE SECOND PAYMENT IS DUE IN 2013 UPON SATISFACTION OF CERTAIN TERMS AND CONDITIONS. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B Howard D Weaver, Darin L Haug, Joseph M Massman, AND MARC B HAHN participated in a 457(f) plan during the year, but did not receive a payment. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 KCUMB 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, KCUMB CHALLENGES FACULTY, STAFF, STUDENTS AND ALUMNI TO IMPROVE THE WELL BEING OF THE DIVERSE COMMUNITY IT SERVES. BUSINESS RELATIONSHIPS 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. FORM 990 REVIEW PROCESS 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 general counsel, 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. MONITORING OF CONFLICT OF INTEREST POLICY 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. COMPENSATION REVIEW 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. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES 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. COMPENSATION OF TRUSTEE FORM 990, PART VII, SECTION A, LINE 26 THE COMPENSATION REPORTED FOR HOWARD D WEAVER, DO IS FOR SERVICES PERFORMED AS INTERIM PRESIDENT/CEO, NOT FOR SERVICES PERFORMED AS A TRUSTEE. INDEPENDENCE AVENUE DEV CO 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 431848034 REAL ESTATE MO 501(C)(3) 11A KCUMB true false false false false false false false false false false false false false true true true false false false