2012-05-14T11:02:37-04:00 2011-06-30 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2010-07-01 440545280 Kansas City University of Medicine and Biosciences KANS 8162832000 1750 Independence Avenue Kansas City MO 64106 HOWARD D WEAVER DO 8162832000 2012-05-15 true Michael J Engle 8162216300 2010 2016-02-24 21:20:13Z HOWARD D WEAVER DO 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 76912837 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. 18 17 552 17 0 0 574275 1146557 46529325 44842209 2779027 2731280 1128516 929649 51011143 49649695 1423285 1655072 0 0 24255824 21782988 0 0 1853630 18695322 17223356 44374431 40661416 6636712 8988279 136196375 163180753 17264434 28148342 118931941 135032411 X SEE SCHEDULE O false false 25723731 1217530 42303705 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. 1053380 13161 1538908 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). KCUMB IS THE ONLY UNIVERSITY IN THE REGION TO OFFER A GRADUATE -LEVEL DEGREE IN BIOETHICS. APPROXIMATELY 60 GRADUATE DEGREES ARE AWARDED EACH YEAR 3731849 424381 1923995 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 AT PHYSCIANS ASSOCIATES, ii) RESEARCH IN AREAS SUPPORTING THE MISSION OF THE UNIVERSITY, AND iii) SCORE 1 FOR HEALTH. 30508960 true true false false false false false false true true true false false true true false true true false true false false false false false false true true true false true false false false false false false false false false false false true true false true false true 224 0 true 552 true false true VI CJ false false false false false false false false X 18 17 false 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 0 0 0 DERON L CHERRY 1.0 X 0 0 0 CHERYL K DILLARD 1.0 X 0 0 0 PAUL W DYBEDAL DO 1.0 X 0 0 0 TERRENCE P DUNN 1.0 X X 0 0 0 CARLA C DURYEE 1.0 X 0 0 0 FREDERICK G FLYNN DO 1.0 X 0 0 0 DARWIN J STRICKLAND DO 1.0 X 0 0 0 HOWARD D WEAVER DO 40.0 X X 631514 0 25111 AVON COFFMAN II DO 1.0 X 0 0 0 MEGAN C MCBRIDE DO 1.0 X X 0 0 0 RONALD A SLEPITZA PHD 1.0 X X 0 0 0 JOHN M PARRY 1.0 X X 0 0 0 WILLIAM B HALACOGLU DO 1.0 X 0 0 0 JOHN P SMITH DO 1.0 X 0 0 0 MARSHALL D WALKER DO 1.0 X 0 0 0 BRUCE R WILLIAMS DO 1.0 X 0 0 0 SHERIDAN Y WOOD 1.0 X 0 0 0 MARY PAT WOHLFORD WESSELS 40.0 X 403101 0 25072 DARIN L HAUG DO 40.0 X 571608 0 72677 CONNIE J BOYD 40.0 X 194448 0 12074 BRIAN T REESE 40.0 X 91779 0 21188 LAURA E DOLLASE 40.0 X 141131 0 15000 JOSEPH M MASSMAN 40.0 X 0 0 0 T NELSON MANN 40.0 X 609375 0 0 FRED CORNWELL 40.0 X 287000 0 0 G MICHAEL JOHNSTON 40.0 X 229847 0 45594 JOHN J DOUGHERTY DO 40.0 X 312755 0 46536 VERGIL J GUILLORY 40.0 X 414569 0 24982 KEVIN D TREFFER DO 40.0 X 211175 0 44220 RICHARD MAGIE DO 40.0 X 193183 0 21666 HEIDI TERRY 40.0 X 105970 0 33264 JAMES E PARK 40.0 X 103004 0 33275 NATALIE C LUTZ 40.0 X 107661 0 40518 DAWN M ROHRS 40.0 X 118752 0 29450 BECKY TALKEN 40.0 X 140939 0 32824 LEANN CARLTON 40.0 X 110267 0 29672 DENISE KAISER 40.0 X 111503 0 8784 5089581 0 561907 42 true true false BERKOWITZ OLIVER WILLIAMS SHAW LEGAL SERVICES 938428 STRAUB CONSTRUCTION CO PROFESSIONAL FEE 5950966 HELZBERG SCHOOL OF MANAGEMENT PROFESSIONAL FEE 773250 POLSINELLI SHUGHART PC LEGAL SERVICES 3675139 LOCKTON COMPANIES INSURANCE 686929 28 111840 1034717 1146557 Net Patient Revenue 621110 1673846 1673846 Student Fees & Revenue 611600 43117995 43117995 STUDENT LOAN INTEREST 611600 50368 50368 44842209 1277526 1277526 0 0 5250 0 5250 5250 5250 28684523 32373 27240126 23016 1444397 9357 1453754 1453754 0 0 0 Cafeteria & Vending 611710 187207 187207 MISCELLANEOUS SCHOOL INCOME 611710 487043 487043 Drug Study 900099 209649 209649 40500 40500 924399 49649695 45766608 0 2736530 424381 424381 1230691 1230691 0 0 2075564 640138 1267056 168370 0 16216312 13797924 1717693 700695 815939 675064 19141 121734 1495633 1318197 81643 95793 1179540 972151 145585 61804 0 2399781 2399781 275986 10745 264370 871 0 0 272482 272482 1960750 1273429 584171 103150 149937 128533 3843 17561 1385929 1166084 122595 97251 0 0 1517566 1192736 249870 74961 501708 390632 44049 67027 0 0 321119 321119 0 2412055 2102029 238482 71545 688630 466410 216205 6015 Education 2019434 1998129 17994 3311 Bad Debt Expense 495324 495324 Dues & Subscriptions 815807 702359 85580 27868 Student Functions 543420 441773 61991 39656 Research 286773 286773 1176655 795458 185179 196018 40661416 30508960 8298829 1853630 26617516 29645900 592361 467316 679531 11605627 42089 36956 1008111 917775 72025218 25171470 39538639 46853748 48397798 58856514 13623353 10005959 2319050 2495960 3377927 2294998 136196375 163180753 5919503 4551877 1465166 13876197 7055000 6855000 2824765 2865268 17264434 28148342 X 110889107 127956726 3382045 2186798 4660789 4888887 118931941 135032411 136196375 163180753 X 8988279 7112191 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6917754 130273 1071233 0 0 24102 8095158 6707764 144616 473336 0 389159 18803 6917754 5646082 2047660 -833509 0 138226 14243 6707764 0.28890 0.57420 0.13690 false false 55187 969130 1024317 55218514 15177266 40041248 10966620 8037298 2929322 4815767 1956906 2858861 46853748 HEDGE FUNDS 10005959 F 10005959 0 Refundable Govt Loan Programs 2797962 CRAT Payable 67306 2865268 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 AND EMPLOYEES ARE TREATED WITH COURTESY, RESPECT AND DIGNITY. IT IS THE POLICY OF THE UNIVERSITY THAT NO STUDENT SHALL, BECAUSE OF GENDER, RACE, COLOR, CREED, HANDICAP OR NATIONAL ORIGIN, BE EXCLUDED FROM PARTICIPATION IN, BE DENIED THE BENEFIT OF OR BE SUBJECT TO DISCRIMINATION IN ANY PROGRAM SPONSORED BY THE UNIVERSITY. INQUIRIE REGARDING COMPLIANCE MUST BE DIRECTED TO THE EXECUTIVE VICE PRESIDENT FOR INSTITUTIONAL DEVELOPMENT, AND EXECUTIVE DEAN, GRADUATE STUDIES, WHO IS THE COORDINATOR OF THE UNIVERSITYS NON-DISCRIMINATION PROGRAM. GOVERNMENT AID OR ASSISTANCE SCHEDULE E, LINE 6A THE ORGANIZATION RECEIVES GOVERNMENT GRANTS TO FURTHER ITS EXEMPT PURPOSE. Central America and the Caribbean Investments SEE PART IV 10005959 Central America and the Caribbean Program Services SEE PART IV 42101 10048060 10048060 true false true true false false ACTIVITES PER REGION SCHEDULE F, PART I, LINE 3 ACTIVITY #1: (A) CENTRAL AMERICA/CARIBBEAN (B) N/A (C) N/A (D) PASSIVE INVESTMENTS (E) N/A (F) $10,005,959 NOTHING IS DISCLOSED UNDER COLUMNS B, C, AND E BECAUSE THE INSTRUCTIONS ONLY REQUIRE REPORTING FOR COLUMNS A, D, AND F. THE PASSIVE INVESTMENT ACTIVITY REFERRED TO ABOVE IS THE HEDGE FUND INVESTMENT THAT IS DISCLOSED ON FORM 990, PART V, LINE 4B; ATTACHMENT 2; AND SCHEDULE D, PART VII. 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. true SCORE 1 FOR HEALTH 1750 INDEPENDENCE AVE KC MO 64106 203773804 501(C)(3) 270561 GENERAL OPERATIONS GREATER KC CHAMBER OF COMMERCE 30 W PERSHING ROAD KC MO 64105 440196840 501(C)(6) 25000 GENERAL OPERATIONS KANSAS CITY AREA DEV COUNCIL 1055 BROADWAY KC MO 64105 431852671 501(C)(6) 7500 GENERAL OPERATIONS FREEDOM FOUNDATION 1102 W 32ND STREET JOPLIN MO 64804 431704371 501(C)(3) 10000 GENERAL OPERATIONS STARLIGHT THEATER 4600 STARLIGHT RD KC MO 64130 440552079 501(C)(3) 15000 GENERAL OPERATIONS CENTER FOR PRACTICAL 1111 MAIN STREET KC MO 64105 480985815 501(C)(3) 25000 GENERAL OPERATIONS DERON CHERRY GOLF TOURNAMENT 1903 WOODLAND AVE KS MO 64108 431683174 501(C)(3) 25000 GENERAL OPERATIONS AMERICAN HEART ASSOCIATION 6800 W 93RD ST OVERLAND PARK KS 66212 135613797 501(C)(3) 5500 GENERAL OPERATIONS 6 2 SCHOLARSHIPS 136 1230691 MONITORING OF GRANTS 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 students accounts to offset tuition costs to ensure that scholarships are used only for student educational purposes. X true true X X X X X true true false false false false false true false MARY PAT WOHLFORD WESSELS 229639 0 163620 0 9842 0 11023 0 14049 0 428173 0 0 0 DARIN L HAUG DO 318008 0 218220 0 35380 0 44553 0 28124 0 644285 0 0 0 G MICHAEL JOHNSTON 226255 0 0 0 3592 0 21647 0 23947 0 275441 0 0 0 JOHN J DOUGHERTY DO 310949 0 0 0 1806 0 23650 0 22886 0 359291 0 0 0 HOWARD D WEAVER DO 624495 0 0 0 7019 0 1635 0 23476 0 656625 0 0 0 VERGIL J GUILLORY 111655 0 0 0 302914 0 12402 0 12580 0 439551 0 0 0 CONNIE J BOYD 96016 0 97829 0 603 0 9741 0 2333 0 206522 0 0 0 KEVIN D TREFFER DO 209893 0 0 0 1282 0 20311 0 23909 0 255395 0 0 0 LAURA E DOLLASE 140518 0 0 0 613 0 2884 0 12116 0 156131 0 0 0 HEIDI TERRY 105693 0 0 0 277 0 10813 0 22451 0 139234 0 0 0 JAMES E PARK 102242 0 0 0 762 0 8645 0 24630 0 136279 0 0 0 NATALIE C LUTZ 107661 0 0 0 0 0 11758 0 28760 0 148179 0 0 0 DAWN M ROHRS 118557 0 0 0 195 0 12423 0 17027 0 148202 0 0 0 RICHARD MAGIE DO 191077 0 0 0 2106 0 18873 0 2793 0 214849 0 0 0 BECKY TALKEN 139016 0 0 0 1923 0 13950 0 18874 0 173763 0 0 0 LEANN CARLTON 108886 0 0 0 1381 0 10926 0 18746 0 139939 0 0 0 DENISE KAISER 52527 0 0 0 58976 0 5276 0 3508 0 120287 0 0 0 T NELSON MANN 609375 0 0 0 0 0 0 0 0 0 609375 0 0 0 FRED CORNWELL 287000 0 0 0 0 0 0 0 0 0 287000 0 0 0 EXPENSE REIMBURSEMENT SCHEDULE J, PART I, LINE 1 DARIN L. HAUG, D.O. RECEIVED HEALTH OR SOCIAL CLUB DUES WHICH WERE INCLUDED AS TAXABLE COMPENSATION ON HIS W-2. SEVERANCE PAYMENT RECEIVED SCHEDULE J, PART I, LINE 4A VERGIL J. GUILLORY $273,162 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B DARIN L. HAUG DO $20,600 NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 A component of incentive compensation was discretionary in nature. Certain bonus amounts were based in part on a qualitative, rather than quantitative, assessment of performance. SEE SCHEDULE L PART V SEE SCHEDULE L, PART V SEE SCHEDULE O EXCESS BENEFIT TRANSACTIONS SCHEDULE L, PART I, LINE 1 General: Form 990, Part IV, Line 25a is answered "yes" as more fully described below because of the possible Excess Benefit Transactions that carried into FYE 6/30/11 relating to compensation paid to Mary Pat Wohlford-Wessels using improper comparability data to set compensation. Form 990, Part IV, Line 25b is answered "no" because while there were Excess Benefit Transactions reported in prior years, there is no new information to report on these actual and potential Excess Benefit Transactions. Karen Pletz Excess Benefit Transactions. On the FYE 6/30/09 and FYE 6/30/10 Form 990s the Organization reported certain Excess Benefit Transactions in detail relating to the Organization's President and CEO, Karen Pletz ("CEO"), as well as other executives of the Organization. As to the CEO, the Excess Benefit Transactions reported included substantial false expense reports and several forms of excessive compensation. A lawsuit was filed by the Organization on March 22, 2010 to recover these amounts: Kansas City University of Medicine and Biosciences v. Karen L. Pletz ("Lawsuit"). In addition to the Lawsuit, the Organization made a theft claim relating to the CEO activity with one of its insurance companies ("Insurance Company"). In these returns the Organization indicated that it would report additional findings regarding the CEO's Excess Benefit Transactions in future Form 990s as the investigation continued after the filing of the Lawsuit. There are no new findings since the FYE 6/30/10 Form 990 filings. Further, the Lawsuit has taken a new direction due to the recent death of the CEO and the assignment of the Organization's claim against the CEO to the Insurance Company. Thus, the Organization will no longer be pursuing the CEO or her successors or assigns for collection of the Excess Benefit Transaction amounts, although the proceedings continue with the Insurance Company and the CEO's successors. It also was reported in the FYE 6/30/09 and FYE 6/30/10 Form 990s that as part of the overall investigation, the Organization was looking into whether any organizational managers knowingly approved the Excess Benefit Transaction. No additional information was uncovered in this regard since the FYE 6/30/10 Form 990 filing. The Organization will not be providing any additional information on these Excess Benefit Transactions in future Form 990s unless material developments occur. Other Executives: In addition to the Excess Benefit Transactions involving the CEO, certain information was disclosed on the FYE 6/30/09 and FYE 6/30/10 Form 990s regarding possible Excess Benefit Transactions relating to the improper comparability data used to set the compensation of Richard Hoffine ("COO"), Doug Dalzell ("Executive Dean"), Sandra K. Willsie, D.O., Executive Vice-President for Research Medical Affairs and Dean of the College of Osteopathic Medicine for FYE 6/30/05-6/30/09 ("Executive VP"), Darin L. Haug, D.O., Executive Vice President for Academic and Medical Affairs/Dean of College of Osteopathic Medicine for FYE 6/30/08-Present ("Dean"), Mary Pat Wohlford-Wessels, PhD., Executive Vice President for Research and Institutional Effectiveness for FYE 6/30/08-6/30/11 ("Executive V.P. Research"). In addition, it was reported that certain incentive bonuses of these executives may have been inflated as a result of the CEO's manipulation of the financial results. The only executive in this group who is still employed by the Organization as of this filing is the Dean. Because of significant time and money devoted to the investigation of the CEO and the Excess Benefit Transactions in question, the fact that these executives (other than the Dean) are no longer employed, the uncertainty that an Excess Benefit Transaction occurred, the cost of further investigation and any resulting collection efforts, and the desire and need for the Organization to focus on its exempt educational activity and move on from the lengthy and costly investigation of the CEO and other executives, the Organization's business judgment is to not pursue further investigation of any Excess Benefit Transactions that may have occurred relating to the other executives at this time. Further, as to the Dean, the Organization did engage a consultant to determine the fair market value of the Dean's compensation for FYE 6/30/12 using proper comparability data following the rebuttable presumption of reasonableness procedure. The combined base salary and incentive compensation set for the Dean for FYE 6/30/12 using this proper data is reasonably close to the compensation paid to the Dean in prior years using improper data. Thus, given this new information and for the other reasons stated above, the Organization has determined that it is in the best interest of the Organization to no longer pursue this matter at this time. As to the Executive Dean's personal use of the Organization's assets as reported in prior Form 990s, there is nothing additional to report. Further, given the substantial cost of pursuing this claim and for the other reasons stated above, the Organization will no longer pursue this matter at this time. 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. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11A 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. THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO ALL THE MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS. FOR THE TAX YEAR BEING REPORTED, THE 990 WAS REVIEWED BY BOTH THE AUDIT COMMITTEE AND THE BOARD BEFORE IT WAS FILED WITH THE IRS AND A FINAL COPY WAS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. 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 IT'S 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, AND ON ITS WEBSITE. 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 OFFICERS FORM 990, PART VII, SECTION A, LINE 26 THE COMPENSATION REPORTED FOR T NELSON MANN IS FOR SERVICES PERFORMED AS A GENERAL COUNSEL, NOT FOR SERVICES PERFORMED AS AN OFFICER. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 NET UNREALIZED GAINS ON INVESTMENT $ 7,178,044 STUDENT LOAN INTEREST ( 50,368) CHANGE IN STUDENT LOAN INTEREST ( 15,484) ------------ $ 7,112,192 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DERON L CHERRY TITLE:BOARD TRUSTEE HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HOWARD D WEAVER, DO TITLE:BOARD TRUSTEE/PRESIDENT/CEO HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DARIN L HAUG DO TITLE:EVP OF ACADEMIC AFFAIRS/ DEAN HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CONNIE J BOYD TITLE:EXECUTIVE ADMIN. ASSISTANT HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:T NELSON MANN TITLE:SEC/GEN COUNSEL-SEE SCHEDULE O HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:LEANN CARLTON TITLE:ASSIST. DEAN STUDENT AFFAIRS HOURS:3 INDEPENDENCE AVENUE DEV CO 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 431848034 REAL ESTATE MO 501(C)(3) 11A NA HEALTH POLICY INSTITUTE 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 201138771 HEALTHCARE MO 501(C)(4) N/A NA DERON CHERRY CELEBRITY INVITATIONAL GOLF 1750 INDEPENDENT AVENUE KANSAS CITY MO 64106 431683174 FUNDRAISING MO 501(C)(3) 11A NA SCORE 1 FOR HEALTH 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 203773804 HEALTHCARE MO 501(C)(3) 7 NA MEN'S HEALTHLINK INC 1750 INDEPENDENCE AVENUE KANSAS CITY MO 64106 203070848 HEALTHCARE MO NA C CORP 0 4701 1.00000 THE DR LEONARD SMITH CRAT 1750 E INDEPENDENCE AVENUE KANSAS CITY MO 64106 436842045 INVESTMENTS MO NA TRUST 1.00000 false true false false false false false false false false true false true true true false false false