Civic Intelligence

Umkc Research Foundation

990 • Fiscal year 2019 • EIN 43-1397294

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 01, 2020

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

47th percentile

0.02x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.04x

Higher debt load relative to revenue than 53% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

201%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$644,586

Up $91,465 (+17%) from 2018

Net Assets

Up

$630,338

Up $77,217 (+14%) from 2018

Liabilities

Up

$14,248

Up $14,248 from 2018

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin87th percentile

Revenue

Up

$376,409

Up $251,198 (+201%) from 2018

Expenses

Up

$239,706

Up $179,337 (+297%) from 2018

Net Income

Up

$136,703

Up $71,861 (+111%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$644,586
Liabilities$14,248
Net Assets$630,338
Open 2019 Filing

Operations Trend

Revenue Growth96th 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

2019

Revenue$376,409
Expenses$239,706
Net Income$136,703
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 1, 2020
Return Version
2018v3.1
Gross Receipts
$505,423
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
Cash and Non-Interest-Bearing Accounts$156,731$330,577▲ $173,846
Investments in Publicly Traded Securities$266,947$275,725▲ $8,778
Land, Buildings, and Equipment, Net$63,000$36,000▼ $27,000
Prepaid Expenses and Deferred Charges-$2,184-
Accounts Receivable$918--
Pledges and Grants Receivable-$100-
Total Assets$487,596$644,586▲ $156,990
Liabilities
Accounts Payable and Accrued Expenses-$14,248-
Total Liabilities$0$14,248▲ $14,248
Net Assets / Fund Balance
Unrestricted Net Assets$460,876$482,928▲ $22,052
Temporarily Rstr Net Assets$26,720$147,410▲ $120,690
Total Net Assets Fund Balance$487,596$630,338▲ $142,742
Total Liabilities and Net Assets / Fund Balance$487,596$644,586▲ $156,990

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,000$334,358$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
$367,042
Program Service Revenue
$0
Investment Income
$9,367
Other Revenue
$0
All Other Contributions
$367,042
Change in Net Assets
$136,703

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$99,929Fair Market Value
Total Noncash Contributions1$99,929-

Audited Revenue Reconciliation

Revenue per Audited Statements
$376,409
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,037
Total Revenue per Audited Statements
$382,446
Total Revenue per Form 990
$376,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$187,500
Other Expenses$52,206
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$187,500--$187,500
Depreciation Depletion-$27,000-$27,000
Fees for Services Accounting-$13,300-$13,300
Insurance-$5,227-$5,227
Office Expenses$3,748$196-$3,944
Fees for Services Other-$1,565-$1,565
Fees for Service Investment Mgmnt Fees-$1,170-$1,170
Total Functional Expenses$191,248$48,458$0$239,706

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$239,706
Total Expenses per Audited Statements$239,706
Total Expenses per Form 990$239,706
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Missouri-kansas CityKansas City, MO-Research Support$187,500
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
Lisa Baronio
Title
Secretary
Phone
8162352754
Signed
2020-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Baronio
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, PART XI, LINE 9:

“ROUNDING 2.”

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 june 30, 2019 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 june 30, 2019 and 2018 fiscal year and may 31 fiscal years 2018, 2017 and 2016 remain open as of may 15, 2020, 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 AppendixShowing 400 of 407 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 JUNE 30, 2019 AND 2018 FISCAL YEAR AND MAY 31 FISCAL YEARS 2018, 2017 AND 2016 REMAIN OPEN AS OF MAY 15, 2020, 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.
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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/ExplanationTxt2ROUNDING 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECTION 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 JUNE 30, 2019 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, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 ELECTION
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$644,586
Liabilities
$14,248
Net assets
$630,338
Revenue
$376,409
Expenses
$239,706
Net income
$136,703
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