Civic Intelligence

Kansas University Urologic Surgery Foundation

990 • Fiscal year 2017 • EIN 20-0826378

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

3901 Rainbow Blvd Mail Stop 3019Kansas City, KS 66160

(913) 588-3117

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$18,778

Up $4,927 (+36%) from 2016

Net Assets

Up

$18,778

Up $4,927 (+36%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$14,478

Down $2,793,521 (-99%) from 2016

Expenses

Down

$5,841

Down $2,478,906 (-100%) from 2016

Net Income

Down

$8,637

Down $314,615 (-97%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $1,964,805Liabilities 2010: $155,716Net Assets 2010: $1,809,0892010Assets 2011: $2,208,860Liabilities 2011: $170,715Net Assets 2011: $2,038,1452011Assets 2012: $2,621,404Liabilities 2012: $247,036Net Assets 2012: $2,374,3682012Assets 2013: $2,555,492Liabilities 2013: $239,145Net Assets 2013: $2,316,3472013Assets 2014: $2,361,570Liabilities 2014: $273,946Net Assets 2014: $2,087,6242014Assets 2015: $2,254,463Liabilities 2015: $219,110Net Assets 2015: $2,035,3532015Assets 2016: $13,851Liabilities 2016: $0Net Assets 2016: $13,8512016Assets 2017: $18,778Liabilities 2017: $0Net Assets 2017: $18,7782017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$18,778
Liabilities$0
Net Assets$18,778

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,509,7582010Expenses 2011: $3,317,7292011Revenue 2012: $4,160,101Expenses 2012: $3,823,878Net Income 2012: $336,2232012Expenses 2013: $4,140,0192013Revenue 2014: $4,149,701Expenses 2014: $4,378,424Net Income 2014: -$228,7232014Revenue 2015: $4,853,367Expenses 2015: $4,905,638Net Income 2015: -$52,2712015Revenue 2016: $2,807,999Expenses 2016: $2,484,747Net Income 2016: $323,2522016Revenue 2017: $14,478Expenses 2017: $5,841Net Income 2017: $8,6372017Revenue 2018: $0Expenses 2018: $3,819Net Income 2018: -$3,8192018

Highlighted filing

2017

Revenue$14,478
Expenses$5,841
Net Income$8,637
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$14,478
Mission and Program Overview

Mission

Organization provides medical education to students and residents, patient care, and conducts research.

Organization provides medical education to students and residents, provides patient care, and conducts research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$10,122$18,778▲ $8,656
Accounts Receivable$3,729--
Total Assets$13,851$18,778▲ $4,927
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$13,851$18,778▲ $4,927
Total Net Assets Fund Balance$13,851$18,778▲ $4,927
Total Liabilities and Net Assets / Fund Balance$13,851$18,778▲ $4,927
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Jeffrey M HolzbeierleinPresident
Larry McmullenDirector
John W WeigelSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,383
Investment Income
$95
Other Revenue
$0
Change in Net Assets
$8,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,841
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$2,750-$2,750
Other Expenses$2,463$628-$628
Total Functional Expenses$2,463$3,378$0$5,841
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The kansas university urologic surgery foundation has members rather than stockholders.

Form 990, Page 6, Part VI, Line 7A

The members of the kansas university urologic surgery foundation has as its members the full-time faculty of the department of urologic surgery at the university of kansas medical school. In addition, the kansas university urological surgery foundation has an outside director from the greater kansas city metro area.

Form 990, Page 6, Part VI, Line 7B

The actions and decisions of the board of trustees are subject to approval by all of the members at its annual meeting.

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared by the organization's outside accountant, then sent to the organization's officers and accounting personnel for review. After any changes, the updated return is sent to the president for review and comment.

Form 990, Page 6, Part VI, Line 12C

Members review the conflict of interest policy during the first quarter of each calendar year. Any potential conflicts are disclosed and resolved at that time.

Form 990, Page 6, Part VI, Line 15A

The organization did not pay any compensation in fy17. The top official does not receive a salary as top official. Physician salaries are based on the american association of medical colleges - midwestern region median benchmark and the medical group management association - southern region median benchmark data for the specific academic rank, specialty, and years of service of the employee. Both data sets are utilized to establish the compensation level. Other factors include the physician's research and education contributions to the kansas university school of medicine and the department of urologic surgery.

Form 990, Page 6, Part VI, Line 15B

The organization did not pay any compensation in fy17. Physician salaries are based on the american association of medical colleges - midwestern region median benchmark and the medical group management association - southern region median benchmark data for the specific academic rank, specialty, and years of service of the employee. Both data sets are utilized to establish the compensation level. Other factors include the physician's research and education contributions to the kansas university school of medicine and the department of urologic surgery.

Form 990, Page 6, Part VI, Line 19

The kansas university urologic surgery foundation provides upon written request presented at its office: its original form 1023, its latest form 990, its conflict of interet policy and its latest audited financial statements within 10 business days of the receipt of such request.

Filing and Contact Details

Filer

Filer Name
Kansas University Urologic Surgery
EIN
20-0826378
Phone
9135883117
Address
3901 RAINBOW BLVD MAIL STOP 3019, KANSAS CITY, KS 66160

Signing Officer

Name
Dr Jeffrey M Holzbeierlein
Title
President
Phone
9135883117
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Jeffrey M Holzbeierlein
Formed
2004
Legal Domicile
Ks
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Cornerstone CPA Group LLC
Address
6420 WEST 95TH STREET SUITE 202, OVERLAND PARK, KS 66212
Preparer
Jennifer D Magyar CPA
Phone
9133818350
Supplemental Narrative

Additional Explanations

Form 990, Part XI

The foundation has signed an agreement to transfer all of its activities, assets, liabilities and fund balances into a new integrated clinical enterprise. The new enterprise is kansas university physicians (ein 48- 1163756) and is a 501(c)(3) exempt entity. The foundation began transferring some of its assets to this new enterprise during fye june 30, 2016. The existing entity will be dissolved once all transfers to the new enterprise are complete.

Form 990, Part XI, Line 9

CASH TRANSFERRED -3,710

Raw XML Appendix306 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE KANSAS UNIVERSITY UROLOGIC SURGERY FOUNDATION HAS MEMBERS RATHER THAN STOCKHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE KANSAS UNIVERSITY UROLOGIC SURGERY FOUNDATION HAS AS ITS MEMBERS THE FULL-TIME FACULTY OF THE DEPARTMENT OF UROLOGIC SURGERY AT THE UNIVERSITY OF KANSAS MEDICAL SCHOOL. IN ADDITION, THE KANSAS UNIVERSITY UROLOGICAL SURGERY FOUNDATION HAS AN OUTSIDE DIRECTOR FROM THE GREATER KANSAS CITY METRO AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ACTIONS AND DECISIONS OF THE BOARD OF TRUSTEES ARE SUBJECT TO APPROVAL BY ALL OF THE MEMBERS AT ITS ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANT, THEN SENT TO THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL FOR REVIEW. AFTER ANY CHANGES, THE UPDATED RETURN IS SENT TO THE PRESIDENT FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY DURING THE FIRST QUARTER OF EACH CALENDAR YEAR. ANY POTENTIAL CONFLICTS ARE DISCLOSED AND RESOLVED AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DID NOT PAY ANY COMPENSATION IN FY17. THE TOP OFFICIAL DOES NOT RECEIVE A SALARY AS TOP OFFICIAL. PHYSICIAN SALARIES ARE BASED ON THE AMERICAN ASSOCIATION OF MEDICAL COLLEGES - MIDWESTERN REGION MEDIAN BENCHMARK AND THE MEDICAL GROUP MANAGEMENT ASSOCIATION - SOUTHERN REGION MEDIAN BENCHMARK DATA FOR THE SPECIFIC ACADEMIC RANK, SPECIALTY, AND YEARS OF SERVICE OF THE EMPLOYEE. BOTH DATA SETS ARE UTILIZED TO ESTABLISH THE COMPENSATION LEVEL. OTHER FACTORS INCLUDE THE PHYSICIAN'S RESEARCH AND EDUCATION CONTRIBUTIONS TO THE KANSAS UNIVERSITY SCHOOL OF MEDICINE AND THE DEPARTMENT OF UROLOGIC SURGERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DID NOT PAY ANY COMPENSATION IN FY17. PHYSICIAN SALARIES ARE BASED ON THE AMERICAN ASSOCIATION OF MEDICAL COLLEGES - MIDWESTERN REGION MEDIAN BENCHMARK AND THE MEDICAL GROUP MANAGEMENT ASSOCIATION - SOUTHERN REGION MEDIAN BENCHMARK DATA FOR THE SPECIFIC ACADEMIC RANK, SPECIALTY, AND YEARS OF SERVICE OF THE EMPLOYEE. BOTH DATA SETS ARE UTILIZED TO ESTABLISH THE COMPENSATION LEVEL. OTHER FACTORS INCLUDE THE PHYSICIAN'S RESEARCH AND EDUCATION CONTRIBUTIONS TO THE KANSAS UNIVERSITY SCHOOL OF MEDICINE AND THE DEPARTMENT OF UROLOGIC SURGERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE KANSAS UNIVERSITY UROLOGIC SURGERY FOUNDATION PROVIDES UPON WRITTEN REQUEST PRESENTED AT ITS OFFICE: ITS ORIGINAL FORM 1023, ITS LATEST FORM 990, ITS CONFLICT OF INTERET POLICY AND ITS LATEST AUDITED FINANCIAL STATEMENTS WITHIN 10 BUSINESS DAYS OF THE RECEIPT OF SUCH REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE FOUNDATION HAS SIGNED AN AGREEMENT TO TRANSFER ALL OF ITS ACTIVITIES, ASSETS, LIABILITIES AND FUND BALANCES INTO A NEW INTEGRATED CLINICAL ENTERPRISE. THE NEW ENTERPRISE IS KANSAS UNIVERSITY PHYSICIANS (EIN 48- 1163756) AND IS A 501(C)(3) EXEMPT ENTITY. THE FOUNDATION BEGAN TRANSFERRING SOME OF ITS ASSETS TO THIS NEW ENTERPRISE DURING FYE JUNE 30, 2016. THE EXISTING ENTITY WILL BE DISSOLVED ONCE ALL TRANSFERS TO THE NEW ENTERPRISE ARE COMPLETE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CASH TRANSFERRED -3,710
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013851
IRS990/TotalAssetsEOYAmt018778
IRS990/TotalAssetsGrp/BOYAmt013851
IRS990/TotalAssetsGrp/EOYAmt018778
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03378
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02463
IRS990/TotalFunctionalExpensesGrp/TotalAmt05841
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013851
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt018778
IRS990/TotalProgramServiceExpensesAmt02463
IRS990/TotalProgramServiceRevenueAmt014383
IRS990/TotalRevenueGrp/ExclusionAmt095
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014383
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014478
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013851
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018778
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt013851
IRS990/UnrestrictedNetAssetsGrp/EOYAmt018778
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03901 RAINBOW BLVD
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd066160
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JEFFREY M HOLZBEIERLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09135883117
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KANSAS UNIVERSITY UROLOGIC SURGERY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KANS
ReturnHeader/Filer/EIN0200826378
ReturnHeader/Filer/PhoneNum09135883117
ReturnHeader/Filer/USAddress/AddressLine1Txt03901 RAINBOW BLVD MAIL STOP 3019
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066160
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F96481C5B530990C7F638757D70C235DB316E18
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA0BFC1D7EEB97DFC8E3018F2B497D4275FCE6DA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461716255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORNERSTONE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06420 WEST 95TH STREET SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066212
ReturnHeader/PreparerPersonGrp/PhoneNum09133818350
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER D MAGYAR CPA
ReturnHeader/ReturnTs02017-11-15T17:01:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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