Civic Intelligence

Truman Medical Center Charitable Foundation

EIN 43-1194064 • 501(c)3 • Kansas City, MO

Profile

The university health foundation was organized to accept, hold and administer contributions for or on behalf of university health and to distribute such amounts for charitable purposes.

2310 Holmes Street Ste 735Kansas City, MO 64108

uhkcgiving.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.07x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

68th percentile

$246,063

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

5.5%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$16,947,220

Up $2,414,360 (+17%) from 2024

Liabilities

Up

$499,859

Up $177,425 (+55%) from 2024

Net Assets

Up

$16,447,361

Up $2,236,935 (+16%) from 2024

Operations
Liabilities / Revenue26th percentileNet Margin78th percentile

Revenue

Up

$6,681,383

Up $346,493 (+5.5%) from 2024

Expenses

Down

$4,924,985

Down $170,926 (-3.4%) from 2024

Net Income

Up

$1,756,398

Up $517,419 (+42%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $24,792,534Liabilities 2010: $8,678,396Net Assets 2010: $16,114,1382010Assets 2011: $20,231,034Liabilities 2011: $4,220,437Net Assets 2011: $16,010,5972011Assets 2012: $19,200,661Liabilities 2012: $2,829,103Net Assets 2012: $16,371,5582012Assets 2013: $19,119,385Liabilities 2013: $1,902,105Net Assets 2013: $17,217,2802013Assets 2014: $14,127,769Liabilities 2014: $3,438,136Net Assets 2014: $10,689,6332014Assets 2015: $12,437,062Liabilities 2015: $283,038Net Assets 2015: $12,154,0242015Assets 2016: $12,344,088Liabilities 2016: $1,140,122Net Assets 2016: $11,203,9662016Assets 2017: $12,503,441Liabilities 2017: $913,684Net Assets 2017: $11,589,7572017Assets 2018: $14,132,978Liabilities 2018: $1,229,850Net Assets 2018: $12,903,1282018Assets 2019: $23,470,553Liabilities 2019: $924,368Net Assets 2019: $22,546,1852019Assets 2020: $24,814,973Liabilities 2020: $621,476Net Assets 2020: $24,193,4972020Assets 2021: $28,332,798Liabilities 2021: $1,960,885Net Assets 2021: $26,371,9132021Assets 2022: $14,721,030Liabilities 2022: $623,251Net Assets 2022: $14,097,7792022Assets 2023: $13,282,940Liabilities 2023: $1,267,615Net Assets 2023: $12,015,3252023Assets 2024: $14,532,860Liabilities 2024: $322,434Net Assets 2024: $14,210,4262024Assets 2025: $16,947,220Liabilities 2025: $499,859Net Assets 2025: $16,447,3612025

Highlighted filing

2025

Assets$16,947,220
Liabilities$499,859
Net Assets$16,447,361
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2010: $12,424,9512010Expenses 2011: $5,123,3312011Expenses 2012: $6,350,7292012Expenses 2013: $8,637,9982013Revenue 2014: $10,302,657Expenses 2014: $17,072,117Net Income 2014: -$6,769,4602014Revenue 2015: $5,510,342Expenses 2015: $3,697,657Net Income 2015: $1,812,6852015Revenue 2016: $4,831,111Expenses 2016: $5,503,913Net Income 2016: -$672,8022016Revenue 2017: $4,568,276Expenses 2017: $4,780,117Net Income 2017: -$211,8412017Revenue 2018: $5,467,949Expenses 2018: $3,768,870Net Income 2018: $1,699,0792018Revenue 2019: $13,009,193Expenses 2019: $3,534,609Net Income 2019: $9,474,5842019Revenue 2020: $4,726,162Expenses 2020: $3,381,684Net Income 2020: $1,344,4782020Revenue 2021: $9,393,864Expenses 2021: $8,563,166Net Income 2021: $830,6982021Revenue 2022: $3,798,231Expenses 2022: $13,434,855Net Income 2022: -$9,636,6242022Revenue 2023: $2,341,380Expenses 2023: $5,359,681Net Income 2023: -$3,018,3012023Revenue 2024: $6,334,890Expenses 2024: $5,095,911Net Income 2024: $1,238,9792024Revenue 2025: $6,681,383Expenses 2025: $4,924,985Net Income 2025: $1,756,3982025

Highlighted filing

2025

Revenue$6,681,383
Expenses$4,924,985
Net Income$1,756,398
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,947,220
Liabilities
$499,859
Net assets
$16,447,361
Revenue
$6,681,383
Expenses
$4,924,985
Net income
$1,756,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.9$0.50$16.4$6.68$4.92$1.76
2024Detailed filing. Detailed filing data is available for this year.$14.5$0.32$14.2$6.33$5.10$1.24
2023Detailed filing. Detailed filing data is available for this year.$13.3$1.27$12.0$2.34$5.36$3.02
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.62$14.1$3.80$13.4$9.64
2021Detailed filing. Detailed filing data is available for this year.$28.3$1.96$26.4$9.39$8.56$0.83
2020Detailed filing. Detailed filing data is available for this year.$24.8$0.62$24.2$4.73$3.38$1.34
2019Detailed filing. Detailed filing data is available for this year.$23.5$0.92$22.5$13.0$3.53$9.47
2018Detailed filing. Detailed filing data is available for this year.$14.1$1.23$12.9$5.47$3.77$1.70
2017Detailed filing. Detailed filing data is available for this year.$12.5$0.91$11.6$4.57$4.78$0.21
2016Detailed filing. Detailed filing data is available for this year.$12.3$1.14$11.2$4.83$5.50$0.67
2015Detailed filing. Detailed filing data is available for this year.$12.4$0.28$12.2$5.51$3.70$1.81
2014Detailed filing. Detailed filing data is available for this year.$14.1$3.44$10.7$10.3$17.1$6.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$1.90$17.2$8.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$2.83$16.4$6.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$4.22$16.0$5.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$8.68$16.1$12.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 19, 2026
Return Version
2024v5.1
Gross Receipts
$7,530,183
Mission and Program Overview

Mission

The university health foundation was organized to accept, hold and administer contributions for or on behalf of university health and to distribute such amounts for charitable purposes.

Organized to accept, hold and administer contributions for or on behalf of university health and to distribute such amounts for charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,790,884$11,160,631▲ $1,369,747
Savings and Temporary Cash Investments$1,867,297$2,181,486▲ $314,189
Pledges and Grants Receivable$174,860$1,515,856▲ $1,340,996
Prepaid Expenses and Deferred Charges$299,170$211,953▼ $87,217
Cash and Non-Interest-Bearing Accounts$794,450$158,395▼ $636,055
Accounts Receivable$0$25,000▲ $25,000
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$14,532,860$16,947,220▲ $2,414,360
Other Assets Total$1,606,199$1,693,899▲ $87,700
Liabilities
Accounts Payable and Accrued Expenses$235,701$201,461▼ $34,240
Grants Payable$86,733$166,973▲ $80,240
Deferred Revenue$0$131,425▲ $131,425
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$322,434$499,859▲ $177,425
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,439,550$9,404,109▲ $1,964,559
Net Assets Without Donor Restrictions$6,770,876$7,043,252▲ $272,376
Total Net Assets Fund Balance$14,210,426$16,447,361▲ $2,236,935
Total Liabilities and Net Assets / Fund Balance$14,532,860$16,947,220▲ $2,414,360

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$58,203$58,203
Other Assets Org$1,693,899--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,386,155$5,500▲ $468,200$512,280$4,347,575
2023$3,926,025$0▲ $464,984$4,854$4,386,155
2022$3,562,640$109,617▲ $362,281$108,513$3,926,025
2021$3,560,880-▲ $507,830$506,070$3,562,640
2020$3,404,791-▲ $161,481$5,392$3,560,880
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily ParishExecutive DirectorFT$188,087$57,976$246,063
Sharla PetersCFOFT$104,694$12,374$117,068

Board Members and Trustees

NameTitle
Jay HowardDirector/vice Chair
S Marie Mccarther Ed DDirector/vice Chair
Chris VaethDirector
Dirck ClarkDirector
Elise KirchhoferDirector
Eva KarpDirector
Kia WalshDirector
Lisa OsgoodDirector
Macy VulgamoreDirector
Matthew GrattonDirector
Mike BriscoeDirector
Molly NailDirector
Natasha Acosta MdDirector
Niki DonawaDirector
Patty LewisDirector
Sharon FreeseDirector
Tracey LewisDirector
Tracy Johnson MdDirector
Kathryn BurgessDirector/secretary
Brett Furguson DdsDirector/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Augeo Experiences LLCProfessional Fundraiser111 CHESHIRE LANE, SUITE 100, Minnetonka, MN 55305$253,929
Revenue and Support

Revenue Composition

Contributions and Grants
$6,014,097
Program Service Revenue
$60,886
Investment Income
$732,809
Other Revenue
$-126,409
All Other Contributions
$5,246,344
Change in Net Assets
$1,756,398

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Works of Art25$87,700Other - Fair Market Value (FMV)
Total Noncash Contributions25$87,700-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,681,383
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$480,537
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$7,161,920
Total Revenue per Form 990
$6,681,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,728,604
Other Expenses$1,081,304
Salaries, Compensation, and Employee Benefits$946,148
Total Fundraising Expense$459,878
Professional Fundraising Fees$168,929

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,728,604--$2,728,604
Current Officers, Directors, Trustees, and Key Employees$0$408,723$0$408,723
Other Salaries and Wages$0$182,851$149,018$331,869
Fees for Services Professional Fundraising--$168,929$168,929
Fees for Services Lobbying$89,508$28,464$24,029$142,001
Other Employee Benefits$0$98,703$34,473$133,176
Fees for Services Accounting$0$87,260$0$87,260
Payroll Taxes$0$57,180$15,200$72,380
Other Expenses$11,549$11,439$0$22,988
Fees for Service Investment Mgmnt Fees$0$13,452$0$13,452
Conferences and Meetings$0$0$10,294$10,294
Office Expenses$0$7,922$0$7,922
Fees for Services Other$0$731$0$731
Travel$0$0$619$619
Advertising$0$0$468$468
Total Functional Expenses$3,521,870$943,237$459,878$4,924,985

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,924,985
Total Expenses per Audited Statements$4,924,985
Total Expenses per Form 990$4,924,985
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University HealthKansas City, MO501(c)(3)Equipment & Programs$2,728,604
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$176,403
Professional Fundraising Fees$168,929
Fundraising Gross Income$49,994

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
For the Love of Kc$477,291$40,627$90,468$-49,841
Golf Baby Golf$164,868$9,367$12,570$-3,203
Total Events$642,159$49,994$176,403$-126,409
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

“An independent accounting firm prepares and reviews the 990. The 990 is then provided to the board for their review prior to filing the 990. Any questions or concerns the board may have are addressed and any concerns or clarifications that need to be made are made. The final form 990 with all required schedules is then provided to all voting members of the board prior to filing the 990 with the irs.”

Form 990, Part VI, Line 12C Conflict of interest policy

“All board members and officers complete and sign an annual disclosure document. Each member and officer is required to immediately disclose any actual or perceived conflicts of interest and must ensure they have no discussion or involvement in these matters. When voting on a matter where an actual or perceived conflict exists, the conflicted party must abstain from voting.”

Form 990, Part VI, Line 19 Required documents available to the public

“He organization's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Truman Medical Center Charitable Foundation
EIN
43-1194064
Phone
8164043430
Address
2310 HOLMES STREET STE 735, KANSAS CITY, MO 64108
Doing Business As
University Health Foundation

Signing Officer

Name
Emily Parish
Title
Executive Director
Signed
2026-03-19
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Mo
Voting Board Members
20
Independent Board Members
20
Employees
6
Volunteers
20

Preparer

Firm
Forvis Mazars LLP
Address
1201 Walnut Street Suite 1700, Kansas City, MO 64106-2246
Preparer
Michael Engle
Phone
8162216300
Supplemental Narrative

Financial Statement Notes

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.”

Schedule D, Part III, Line 4 Collections of art - description of collections

“Certain works of art are exhibited throughout the hospital for guests and patients to view.”

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The foundation's endowment consists of six individual donor-restricted funds established for a variety of purposes. These intentions include: supporting infectious disease education at university health. Supporting the women's health department at university health. Supporting the trauma department at university health. Providing program support to behavioral health at university health. Supporting the unrestricted needs of university health. Supporting alzheimer unit at university health. The foundation has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs and other items supported by its endowment. Under the foundation's policies, endowment assets are invested in a manner that is intended to preserve and protect assets by earning a total return for each endowment appropriate to each fund's time horizon, liquidity needs and risk tolerance. The foundation has a policy (the spending policy) of appropriating for expenditure each year the lesser of 5% of its endowment fund's fair value or the fund's net income through the year end preceding the year in which expenditure is planned.”

Raw XML AppendixShowing 400 of 876 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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