Civic Intelligence

University Academy Supporting Foundation

990 • Fiscal year 2023 • EIN 27-0009593

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
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

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

1.27x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

4th percentile

-91%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

27th percentile

-0.1%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-5.4%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$31,287,787

Down $18,541 (-0.1%) from 2022

Net Assets

Down

$30,376,927

Down $649,401 (-2.1%) from 2022

Liabilities

Up

$910,860

Up $630,860 (+225%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin4th percentile

Revenue

Down

$717,436

Down $41,182 (-5.4%) from 2022

Expenses

Up

$1,366,837

Up $2,128 (+0.2%) from 2022

Net Income

Down

-$649,401

Down $43,310 (-7.1%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2023

Assets$31,287,787
Liabilities$910,860
Net Assets$30,376,927
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

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

2023

Revenue$717,436
Expenses$1,366,837
Net Income-$649,401
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$717,436
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$31,026,328$30,376,927▼ $649,401
Land, Buildings, and Equipment, Net$25,668,493$26,116,523▲ $448,030
Savings and Temporary Cash Investments$2,814,764$2,887,200▲ $72,436
Investments in Publicly Traded Securities$1,849,328$1,849,328→ $0
Cash and Non-Interest-Bearing Accounts$565,979$434,736▼ $131,243
Total Assets$31,306,328$31,287,787▼ $18,541
Other Assets Total$407,764--
Liabilities
Other Liabilities$280,000$910,860▲ $630,860
Total Liabilities$280,000$910,860▲ $630,860
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,026,328$30,376,927▼ $649,401
Total Liabilities and Net Assets / Fund Balance$31,306,328$31,287,787▼ $18,541

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,107,297$15,438,934$33,546,231
Other Land Buildings$2,767,812$3,899,386$6,667,198
Land$5,241,414-$5,241,414
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Shirley Bush HelzbergPresident
Pete LacyDirector
Courtney M ConradSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$645,000
Investment Income
$72,436
Other Revenue
$0
Change in Net Assets
$-649,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,066,837
Grants and Similar Amounts Paid$300,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,040,749--$1,040,749
Grants to Domestic Orgs$300,000--$300,000
Occupancy$15,307--$15,307
Interest$5,451--$5,451
Fees for Services Accounting-$3,358-$3,358
Insurance$1,989--$1,989
Other Expenses-$-28-$-28
Total Functional Expenses$1,363,496$3,341$0$1,366,837
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Friends of University AcademyKansas City, MO501c3Support Programs$300,000
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-
Shirley Bush HelzbergDirectorUniversity AcademyNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable$910,860
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 with authority to act on behalf so therefore no meeting documents”

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
2024-11-15
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 Appendix384 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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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.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF UNIVERSITY ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0271578586
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04049 PENNSYLVANIA STE 400
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd064111
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
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.
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/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, WAS OFFICER/DIRECTOR OF UNIVERSITY ACADEMY IN 2023. (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 WITH AUTHORITY TO ACT ON BEHALF SO THEREFORE NO MEETING DOCUMENTS
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/GiftGrntOrCapContriToOthOrgInd0false
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/InvolvedAmt0645000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0RENTAL INCOME RECEIVED IN
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNIVERSITY ACADEMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt031306328
IRS990/TotalAssetsEOYAmt031287787
IRS990/TotalAssetsGrp/BOYAmt031306328
IRS990/TotalAssetsGrp/EOYAmt031287787
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03341
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01363496
IRS990/TotalFunctionalExpensesGrp/TotalAmt01366837
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0280000
IRS990/TotalLiabilitiesEOYAmt0910860
IRS990/TotalLiabilitiesGrp/BOYAmt0280000
IRS990/TotalLiabilitiesGrp/EOYAmt0910860
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031026328
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030376927
IRS990/TotalProgramServiceExpensesAmt01363496
IRS990/TotalProgramServiceRevenueAmt0645000
IRS990/TotalRevenueGrp/ExclusionAmt0717436
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0717436
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031306328
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt031287787
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY BUSH HELZBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08167537776
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE K RUDER
ReturnHeader/ReturnTs02024-11-14T12:07:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,287,787
Liabilities
$910,860
Net assets
$30,376,927
Revenue
$717,436
Expenses
$1,366,837
Net income
-$649,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.1$0.21$31.9$3.09$1.55$1.54
2023Detailed filing. Detailed filing data is available for this year.$31.3$0.91$30.4$0.72$1.37$0.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$0.28$31.0$0.76$1.36$0.61
2021Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$0.70$1.34$0.65
2020Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$0.75$1.41$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.3$0.00$36.3$1.16