Civic Intelligence

University Academy Supporting Foundation

990 • Fiscal year 2020 • EIN 27-0009593

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

4520 Main Street Suite 1050Kansas City, MO 64111

(816) 753-7776

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

3rd percentile

0.00x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

4th percentile

-88%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

Down

$32,279,218

Down $4,034,470 (-11%) from 2011

Net Assets

Down

$32,279,218

Down $4,034,470 (-11%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

$751,275

No earlier filing loaded for comparison.

Expenses

Up

$1,411,853

Up $251,720 (+22%) from 2011

Net Income

-$660,578

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $36,313,688Liabilities 2011: $0Net Assets 2011: $36,313,6882011Assets 2020: $32,279,218Liabilities 2020: $0Net Assets 2020: $32,279,2182020Assets 2021: $31,632,419Liabilities 2021: $0Net Assets 2021: $31,632,4192021Assets 2022: $31,306,328Liabilities 2022: $280,000Net Assets 2022: $31,026,3282022Assets 2023: $31,287,787Liabilities 2023: $910,860Net Assets 2023: $30,376,9272023Assets 2024: $32,132,091Liabilities 2024: $211,810Net Assets 2024: $31,920,2812024

Highlighted filing

2020

Assets$32,279,218
Liabilities$0
Net Assets$32,279,218

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,160,1332011Revenue 2020: $751,275Expenses 2020: $1,411,853Net Income 2020: -$660,5782020Revenue 2021: $696,600Expenses 2021: $1,343,399Net Income 2021: -$646,7992021Revenue 2022: $758,618Expenses 2022: $1,364,709Net Income 2022: -$606,0912022Revenue 2023: $717,436Expenses 2023: $1,366,837Net Income 2023: -$649,4012023Revenue 2024: $3,088,718Expenses 2024: $1,545,364Net Income 2024: $1,543,3542024

Highlighted filing

2020

Revenue$751,275
Expenses$1,411,853
Net Income-$660,578
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$756,275
Mission and Program Overview

Mission

To serve as a supporting organization for the university academy, a 501(c) (3) organization. It collects contributions, and will conduct or support activities to further the academic goals established by university academy, and participate in other charitable activities that will assist in future progress, including the maintenance and operation of the building facility constructed by the organization for university academy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$32,939,796$32,279,218▼ $660,578
Land, Buildings, and Equipment, Net$28,796,577$27,731,194▼ $1,065,383
Savings and Temporary Cash Investments$1,921,641$2,438,296▲ $516,655
Investments in Publicly Traded Securities$1,863,458$1,849,328▼ $14,130
Cash and Non-Interest-Bearing Accounts$358,120$260,400▼ $97,720
Total Assets$32,939,796$32,279,218▼ $660,578
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,939,796$32,279,218▼ $660,578
Total Liabilities and Net Assets / Fund Balance$32,939,796$32,279,218▼ $660,578

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,687,776$12,858,455$33,546,231
Land$5,241,414-$5,241,414
Other Land Buildings$1,802,004$3,376,415$5,178,419
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shirley Bush HelzbergPresident
Robert a KippDirector
Courtney M ConradSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$698,750
Investment Income
$52,525
Other Revenue
$0
Change in Net Assets
$-660,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,064,853
Grants and Similar Amounts Paid$347,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,060,383--$1,060,383
Grants to Domestic Orgs$347,000--$347,000
Fees for Services Accounting-$3,000-$3,000
Fees for Services Legal$1,417--$1,417
Other Expenses-$53-$53
Total Functional Expenses$1,408,800$3,053$0$1,411,853
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Friends of University AcademyKansas City, MO501c3Support Programs$300,000
University AcademyKansas City, MO501c3Building Maintenance$47,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Bush HelzbergFamily MemberUniversity AcademyNo$698,750
Shirley Bush HelzbergDirectorUniversity AcademyNo$698,750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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

University academy supporting foundation has two equal member classes, the helzberg member class and the university academy member class.

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

At each annual meeting, the two members elect the board of directors.

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

The affirmative vote of the majority of the two members shall be required to adopt or approve the following actions; 1) liquidation or dissolution of the foundation, 2) merger, consolidation, or transfer of substantially all the assets of the foundation, and 3) repeal, modification, amendment, in whole or part, or addition to the articles of incorporation or by-laws of the foundation.

Form 990, Page 6, Part VI, Line 8B

There are no committees that have authority to act on behalf of the governing body.

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

The president of university academy supporting foundation performs a high- level review of form 990 prior to signing and filing.

Form 990, Page 6, Part VI, Line 19

The foundation's governing documents and policies are available to the public upon request. The financial statements are not available to the public.

Filing and Contact Details

Filer

Filer Name
University Academy Supporting
EIN
27-0009593
Phone
8167537776
Address
4520 MAIN STREET SUITE 1050, KANSAS CITY, MO 64111

Signing Officer

Name
Shirley Bush Helzberg
Title
President
Phone
8167537776
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shirley Bush Helzberg
Formed
2002
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Integrated Financial LLC
Address
10889 SOUTH HASTINGS, OLATHE, KS 66061
Preparer
Nicole K Ruder
Phone
9133931040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To serve as a supporting organization for the university academy, a 501(c) (3) organization. It collects contributions, and will conduct or support activities to further the academic goals established by university academy, and participate in other charitable activities that will assist in future progress, including the maintenance and operation of the building facility constructed by the organization for university academy.

Raw XML Appendix393 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SERVE AS A SUPPORTING ORGANIZATION FOR THE UNIVERSITY ACADEMY, A 501(C) (3) ORGANIZATION. IT COLLECTS CONTRIBUTIONS, AND WILL CONDUCT OR SUPPORT ACTIVITIES TO FURTHER THE ACADEMIC GOALS ESTABLISHED BY UNIVERSITY ACADEMY, AND PARTICIPATE IN OTHER CHARITABLE ACTIVITIES THAT WILL ASSIST IN FUTURE PROGRESS, INCLUDING THE MAINTENANCE AND OPERATION OF THE BUILDING FACILITY CONSTRUCTED BY THE ORGANIZATION FOR UNIVERSITY ACADEMY.
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0SHIRLEY BUSH HELZBERG
IRS990/BooksInCareOfDetail/PhoneNum08167537776
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04520 MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 1050
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd064111
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0358120
IRS990/CashNonInterestBearingGrp/EOYAmt0260400
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0347000
IRS990/CYInvestmentIncomeAmt052525
IRS990/CYOtherExpensesAmt01064853
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0698750
IRS990/CYRevenuesLessExpensesAmt0-660578
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01411853
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0751275
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01060383
IRS990/DepreciationDepletionGrp/TotalAmt01060383
IRS990/Desc0THE ORGANIZATION SUPPORTS THE OPERATIONS OF UNIVERSITY ACADEMY, INCLUDING ENGAGING PROFESSIONALS TO FINISH CONSTRUCTING THE BUILDING USED BY THE UNIVERSITY ACADEMY, PERFORMING BUILDING MAINTENANCE AND OPERATIONS, PROVIDING FUNDS FOR PROGRAMMING, AND PURCHASING BOOKS FOR THE UNIVERSITY ACADEMY LIBRARY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01408800
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03000
IRS990/FeesForServicesAccountingGrp/TotalAmt03000
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01417
IRS990/FeesForServicesLegalGrp/TotalAmt01417
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0SHIRLEY BUSH HELZBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT A KIPP
IRS990/Form990PartVIISectionAGrp/PersonNm2COURTNEY M CONRAD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0347000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0347000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0347000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05000
IRS990/GrossReceiptsAmt0756275
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt052525
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052525
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01863458
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01849328
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016234870
IRS990/LandBldgEquipBasisNetGrp/BOYAmt028796577
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027731194
IRS990/LandBldgEquipCostOrOtherBssAmt043966064
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt05000
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SERVE AS A SUPPORTING ORGANIZATION FOR THE UNIVERSITY ACADEMY, A 501(C) (3) ORGANIZATION. IT COLLECTS CONTRIBUTIONS, AND WILL CONDUCT OR SUPPORT ACTIVITIES TO FURTHER THE ACADEMIC GOALS ESTABLISHED BY UNIVERSITY ACADEMY, AND PARTICIPATE IN OTHER CHARITABLE ACTIVITIES THAT WILL ASSIST IN FUTURE PROGRESS, INCLUDING THE MAINTENANCE AND OPERATION OF THE BUILDING FACILITY CONSTRUCTED BY THE ORGANIZATION FOR UNIVERSITY ACADEMY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt032939796
IRS990/NetAssetsOrFundBalancesEOYAmt032279218
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053
IRS990/OtherExpensesGrp/TotalAmt053
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SHIRLEY BUSH HELZBERG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0698750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0698750
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0300000
IRS990/PYInvestmentIncomeAmt060659
IRS990/PYOtherExpensesAmt01127052
IRS990/PYProgramServiceRevenueAmt0538000
IRS990/PYRevenuesLessExpensesAmt0-828393
IRS990/PYTotalExpensesAmt01427052
IRS990/PYTotalRevenueAmt0598659
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-660578
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0698750
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt032939796
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032279218
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01921641
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02438296
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION HAS TWO EQUAL MEMBER CLASSES, THE HELZBERG MEMBER CLASS AND THE UNIVERSITY ACADEMY MEMBER CLASS. THE TWO MEMBERS ELECT THE BOARD OF DIRECTORS, THESE DIRECTORS HAVE A VOICE IN THE INVESTMENT POLICIES AND DIRECT THE USE OF THE ORGANIZATION'S INCOME AND ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1TEH ACTIVITIES OF THIS ORGANIZATION DIRECTLY FURTHERED THE EXEMPT PURPOSES OF UNIVERSITY ACADEMY BY PROVIDING THE BUILDING AND ENSURING IT IS MAINTAINED PROPERLY AND PROVIDING GRANTS TO FURTHER THE ACADEMIC PROGRAMMING OF THE SCHOOL. THESE ACTIVITIES ARE SUBSTANTIALLY ALL OF THE ACTIVITIES OF THIS ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE SUPPORTED ORGANIZATION WOULD HAVE BEEN ENGAGED IN THESE ACTIVITIES REGARDLESS OF THE SUPPORT FROM THIS ORGANIZATION. TO ACCOMPLISH THE GOALS OF THE UNIVERSITY ACADEMY, A BUILDING AND PROGRAMMING ARE NEEDED. WITHOUT THE FUNDS FROM THE ORGANIZATION, UNIVERSITY ACADEMY WOULD HAVE THE RESPONSIBILITY TO RAISE FUNDS TO COVER THESE COSTS TO CONTINUE OPERATIONS OF THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0431867721
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt047000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY ACADEMY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt047000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt020687776
IRS990ScheduleD/BuildingsGrp/DepreciationAmt012858455
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt033546231
IRS990ScheduleD/LandGrp/BookValueAmt05241414
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05241414
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01802004
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03376415
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05178419
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027731194
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0300000
IRS990ScheduleI/RecipientTable/CashGrantAmt147000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1BUILDING MAINTENANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF UNIVERSITY ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0271578586
IRS990ScheduleI/RecipientTable/RecipientEIN1431867721
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04049 PENNSYLVANIA STE 400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16801 HOLMES RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd064111
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd164131
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART II, LINE 1 COLUMN (H): NAME OR ORGANIZATION: FRIENDS OF UNIVERSITY ACADEMY (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT PROGRAMS AND SPECIAL EDUCATIONAL OPPORTUNITIES FOR STUDENTS AND ALUMNI OF UNIVERSITY ACADEMY. NAME OR ORGANIZATION: UNIVERSITY ACADEMY (H) PURPOSE OF GRANT OR ASSISTANCE:PERFORM BUILDING MAINTENANCE AND ASSIST WITH OPERATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SHIRLEY BUSH HELZBERG
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1BUSH HELZBERG
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1FAMILY MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0698750
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1698750
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0UNIVERSITY ACADEMY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1UNIVERSITY ACADEMY
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCH L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: SHIRLEY BUSH HELZBERG (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: DIRECTOR OF UNIVERSITY ACADEMY (D) DESCRIPTION OF TRANSACTION: UNIVERSITY ACADEMY SUPPORTING FOUNDATION RENTS REAL ESTATE TO UNIVERSITY ACADEMY, THE SUPPORTED ORGANIZATION. (A) NAME OF PERSON: BUSH HELZBERG (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF SHIRLEY BUSH HELZBERG, IS OFFICER/DIRECTOR OF UNIVERSITY ACADEMY. (D) DESCRIPTION OF TRANSACTION: UNIVERSITY ACADEMY SUPPORTING FOUNDATION RENTS REAL ESTATE TO UNIVERSITY ACADEMY, THE SUPPORTED ORGANIZATION.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SERVE AS A SUPPORTING ORGANIZATION FOR THE UNIVERSITY ACADEMY, A 501(C) (3) ORGANIZATION. IT COLLECTS CONTRIBUTIONS, AND WILL CONDUCT OR SUPPORT ACTIVITIES TO FURTHER THE ACADEMIC GOALS ESTABLISHED BY UNIVERSITY ACADEMY, AND PARTICIPATE IN OTHER CHARITABLE ACTIVITIES THAT WILL ASSIST IN FUTURE PROGRESS, INCLUDING THE MAINTENANCE AND OPERATION OF THE BUILDING FACILITY CONSTRUCTED BY THE ORGANIZATION FOR UNIVERSITY ACADEMY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNIVERSITY ACADEMY SUPPORTING FOUNDATION HAS TWO EQUAL MEMBER CLASSES, THE HELZBERG MEMBER CLASS AND THE UNIVERSITY ACADEMY MEMBER CLASS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH ANNUAL MEETING, THE TWO MEMBERS ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AFFIRMATIVE VOTE OF THE MAJORITY OF THE TWO MEMBERS SHALL BE REQUIRED TO ADOPT OR APPROVE THE FOLLOWING ACTIONS; 1) LIQUIDATION OR DISSOLUTION OF THE FOUNDATION, 2) MERGER, CONSOLIDATION, OR TRANSFER OF SUBSTANTIALLY ALL THE ASSETS OF THE FOUNDATION, AND 3) REPEAL, MODIFICATION, AMENDMENT, IN WHOLE OR PART, OR ADDITION TO THE ARTICLES OF INCORPORATION OR BY-LAWS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PRESIDENT OF UNIVERSITY ACADEMY SUPPORTING FOUNDATION PERFORMS A HIGH- LEVEL REVIEW OF FORM 990 PRIOR TO SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FOUNDATION'S GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY ACADEMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0431867721
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06801 HOLMES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd064131
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0698750
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt147000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0RENTAL INCOME RECEIVED IN
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1DONATION MADE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNIVERSITY ACADEMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UNIVERSITY ACADEMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt032939796
IRS990/TotalAssetsEOYAmt032279218
IRS990/TotalAssetsGrp/BOYAmt032939796
IRS990/TotalAssetsGrp/EOYAmt032279218
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03053
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01408800
IRS990/TotalFunctionalExpensesGrp/TotalAmt01411853
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032939796
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032279218
IRS990/TotalProgramServiceExpensesAmt01408800
IRS990/TotalProgramServiceRevenueAmt0698750
IRS990/TotalRevenueGrp/ExclusionAmt0751275
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0751275
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032939796
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032279218
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04520 MAIN STREET
IRS990/USAddress/AddressLine2Txt0SUITE 1050
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064111
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY BUSH HELZBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08167537776
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY ACADEMY SUPPORTING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0270009593
ReturnHeader/Filer/PhoneNum08167537776
ReturnHeader/Filer/USAddress/AddressLine1Txt04520 MAIN STREET SUITE 1050
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204089370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INTEGRATED FINANCIAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010889 SOUTH HASTINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OLATHE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066061
ReturnHeader/PreparerPersonGrp/PhoneNum09133931040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE K RUDER
ReturnHeader/ReturnTs02021-11-11T14:46:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHIRLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELZBERG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings