Civic Intelligence

Umkc Research Foundation

990 • Fiscal year 2018 • EIN 43-1397294

May 01, 2017 to Apr 30, 2018 • Filed on Nov 09, 2018

Organization ProfileMED.UMKC.EDU/TAG/VRF
202 Admin Center 5115 Oak StreetKansas City, MO 64112

(816) 235-2754

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$553,121

Up $58,637 (+12%) from 2017

Net Assets

Up

$553,121

Up $58,637 (+12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin92nd percentile

Revenue

Down

$125,211

Down $604,639 (-83%) from 2017

Expenses

Down

$60,369

Down $823,028 (-93%) from 2017

Net Income

Up

$64,842

Up $218,389 (+142%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,715,426Liabilities 2011: $6,884Net Assets 2011: $1,708,5422011Assets 2012: $589,306Liabilities 2012: $6,732Net Assets 2012: $582,5742012Assets 2013: $925,554Liabilities 2013: $7,014Net Assets 2013: $918,5402013Assets 2014: $632,579Liabilities 2014: $4,128Net Assets 2014: $628,4512014Assets 2015: $576,276Liabilities 2015: $1,526Net Assets 2015: $574,7502015Assets 2016: $783,031Liabilities 2016: $135,000Net Assets 2016: $648,0312016Assets 2017: $494,484Liabilities 2017: $0Net Assets 2017: $494,4842017Assets 2018: $553,121Liabilities 2018: $0Net Assets 2018: $553,1212018Assets 2019: $644,586Liabilities 2019: $14,248Net Assets 2019: $630,3382019Assets 2020: $468,617Liabilities 2020: $87,277Net Assets 2020: $381,3402020Assets 2021: $442,796Liabilities 2021: $0Net Assets 2021: $442,7962021Assets 2022: $453,061Liabilities 2022: $0Net Assets 2022: $453,0612022Assets 2023: $513,750Liabilities 2023: $68,572Net Assets 2023: $445,1782023Assets 2024: $525,116Liabilities 2024: $0Net Assets 2024: $525,1162024

Highlighted filing

2018

Assets$553,121
Liabilities$0
Net Assets$553,121
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KRevenue 2011: $175,545Expenses 2011: $534,747Net Income 2011: -$359,2022011Revenue 2012: $172,880Expenses 2012: $243,449Net Income 2012: -$70,5692012Revenue 2013: $913,996Expenses 2013: $578,030Net Income 2013: $335,9662013Revenue 2014: $145,356Expenses 2014: $435,445Net Income 2014: -$290,0892014Revenue 2015: $103,000Expenses 2015: $156,701Net Income 2015: -$53,7012015Revenue 2016: $241,823Expenses 2016: $168,541Net Income 2016: $73,2822016Revenue 2017: $729,850Expenses 2017: $883,397Net Income 2017: -$153,5472017Revenue 2018: $125,211Expenses 2018: $60,369Net Income 2018: $64,8422018Revenue 2019: $376,409Expenses 2019: $239,706Net Income 2019: $136,7032019Revenue 2020: $54,416Expenses 2020: $300,186Net Income 2020: -$245,7702020Revenue 2021: $56,982Expenses 2021: $17,417Net Income 2021: $39,5652021Revenue 2022: $55,954Expenses 2022: $14,992Net Income 2022: $40,9622022Revenue 2023: $296,885Expenses 2023: $328,219Net Income 2023: -$31,3342023Revenue 2024: $52,487Expenses 2024: $8,307Net Income 2024: $44,1802024

Highlighted filing

2018

Revenue$125,211
Expenses$60,369
Net Income$64,842
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$143,897
Mission and Program Overview

Mission

Research and education of diseases of the eye and prevention of blindness.

Research and education of disease of the eye and prevention of blindness

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$354,014$267,680▼ $86,334
Cash and Non-Interest-Bearing Accounts$44,295$217,628▲ $173,333
Land, Buildings, and Equipment, Net$94,629$67,500▼ $27,129
Prepaid Expenses and Deferred Charges$1,546--
Accounts Receivable-$313-
Total Assets$494,484$553,121▲ $58,637
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$468,045$526,807▲ $58,762
Temporarily Rstr Net Assets$26,439$26,314▼ $125
Total Net Assets Fund Balance$494,484$553,121▲ $58,637
Total Liabilities and Net Assets / Fund Balance$494,484$553,121▲ $58,637

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$67,500$302,858$370,358
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Dr Nelson SabatesPresident
Jay WilsonSecretary
Dr Lawrence DreyfusTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,467
Program Service Revenue
$0
Investment Income
$7,744
Other Revenue
$0
All Other Contributions
$117,467
Change in Net Assets
$64,842

Audited Revenue Reconciliation

Revenue per Audited Statements
$125,211
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-6,205
Total Revenue per Audited Statements
$119,006
Total Revenue per Form 990
$125,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,369
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
Depreciation Depletion-$27,129-$27,129
Advertising$13,887--$13,887
Fees for Services Accounting-$11,400-$11,400
Travel$3,474--$3,474
Insurance-$1,763-$1,763
Fees for Service Investment Mgmnt Fees-$1,092-$1,092
Fees for Services Legal-$937-$937
Fees for Services Other-$477-$477
Office Expenses-$210-$210
Total Functional Expenses$17,361$43,008$0$60,369

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$60,369
Total Expenses per Audited Statements$60,369
Total Expenses per Form 990$60,369
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent third party accounting firm. It is provided to the board of directors for review and recommended revisions before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, including financial statements and other policy documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Umkc Research Foundation
EIN
43-1397294
Phone
8162352754
Address
202 ADMIN CENTER 5115 OAK STREET, KANSAS CITY, MO 64112

Signing Officer

Name
Jay Wilson
Title
Secretary
Phone
8162352754
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Wilson
Formed
1985
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
3

Preparer

Firm
Miller Haviland Ketter Pc Pa
Address
1901 W 47TH PLACE SUITE 204, WESTWOOD, KS 66205
Preparer
Charles S Haviland
Phone
9134322727
Supplemental Narrative

Additional Explanations

Form 990 Election

“Section 1.263(a)-1(f) de minimis safe harbor election umkc research foundation 202 admin center, 5115 oak street kansas city, mo 64112 employer identification number: 43-1397294 for the year ending april 30, 2018 umkc research foundation is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).”

Financial Statement Notes

PART X, LINE 2:

“The umkc research foundation is a not-for-profit organization as described in section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes on related income pursuant to section 501(c)(3) of the internal revenue code. Income tax returns filed by the research foundation on form 990 are subject to examination by the internal revenue service (irs) for three years after the date filed, with the result that the may 31 fiscal years 2018, 2017, 2016 and 2015 remain open as of november 15, 2018, although no returns have been selected for examination by the irs. Management has evaluated tax positions taken or expected to be taken in the course of preparing the research foundation's tax returns with assistance from the research foundation's tax preparer to determine whether its tax positions are more likely than not to be sustained by applicable taxing authorities; likely tax positions are reported in these financial statements, and management is not aware of any unlikely tax positions, with the result that no unlikely tax positions are reported.”

Raw XML Appendix378 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE UMKC RESEARCH FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME TAX RETURNS FILED BY THE RESEARCH FOUNDATION ON FORM 990 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) FOR THREE YEARS AFTER THE DATE FILED, WITH THE RESULT THAT THE MAY 31 FISCAL YEARS 2018, 2017, 2016 AND 2015 REMAIN OPEN AS OF NOVEMBER 15, 2018, ALTHOUGH NO RETURNS HAVE BEEN SELECTED FOR EXAMINATION BY THE IRS. MANAGEMENT HAS EVALUATED TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE RESEARCH FOUNDATION'S TAX RETURNS WITH ASSISTANCE FROM THE RESEARCH FOUNDATION'S TAX PREPARER TO DETERMINE WHETHER ITS TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED BY APPLICABLE TAXING AUTHORITIES; LIKELY TAX POSITIONS ARE REPORTED IN THESE FINANCIAL STATEMENTS, AND MANAGEMENT IS NOT AWARE OF ANY UNLIKELY TAX POSITIONS, WITH THE RESULT THAT NO UNLIKELY TAX POSITIONS ARE REPORTED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt067500
IRS990ScheduleD/TotalExpensesPerForm990Amt060369
IRS990ScheduleD/TotalRevenuePerForm990Amt0125211
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0119006
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt060369
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT THIRD PARTY ACCOUNTING FIRM. IT IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND RECOMMENDED REVISIONS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, INCLUDING FINANCIAL STATEMENTS AND OTHER POLICY DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION UMKC RESEARCH FOUNDATION 202 ADMIN CENTER, 5115 OAK STREET KANSAS CITY, MO 64112 EMPLOYER IDENTIFICATION NUMBER: 43-1397294 FOR THE YEAR ENDING APRIL 30, 2018 UMKC RESEARCH FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 ELECTION
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0260840496
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BENEFIT UMKC BY SUPPORTING ACADEMIC PROGRAMS AND EDUCATIONAL OPPORTUNITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0641102499
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt026314
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0494484
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0117467
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043008
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017361
IRS990/TotalFunctionalExpensesGrp/TotalAmt060369
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07744
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0125211
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0494484
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08162352754
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UMKC RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UMKC
ReturnHeader/Filer/EIN0431397294
ReturnHeader/Filer/PhoneNum08162352754
ReturnHeader/Filer/USAddress/AddressLine1Txt0202 ADMIN CENTER 5115 OAK STREET
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078AD1FF191E54A920F0811BD52007395A8E2CFD1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.123.111.204
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:36:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480958002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER HAVILAND KETTER PC PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01901 W 47TH PLACE SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066205
ReturnHeader/PreparerPersonGrp/PhoneNum09134322727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES S HAVILAND
ReturnHeader/ReturnTs02018-11-13T14:55:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553,121
Liabilities
$0
Net assets
$553,121
Revenue
$125,211
Expenses
$60,369
Net income
$64,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.05$0.01$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.07$0.45$0.30$0.33$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.06$0.01$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.06$0.02$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.09$0.38$0.05$0.30$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.63$0.38$0.24$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.13$0.06$0.06
2017Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.73$0.88$0.15
2016Summary only. Only limited summary data is available for this year.$0.78$0.14$0.65$0.24$0.17$0.07
2015Summary only. Only limited summary data is available for this year.$0.58$0.00$0.57$0.10$0.16$0.05
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.15$0.44$0.29
2013Summary only. Only limited summary data is available for this year.$0.93$0.01$0.92$0.91$0.58$0.34
2012Summary only. Only limited summary data is available for this year.$0.59$0.01$0.58$0.17$0.24$0.07
2011Summary only. Only limited summary data is available for this year.$1.72$0.01$1.71$0.18$0.53$0.36