2024-03-29T10:12:41-05:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 10401 HOLMES RD STE 400 KANSAS CITY MO 64131 990 2022-07-01 440546001 UMKC TRUSTEES UMKC 8162351590 5115 OAK STREET 300B KANSAS CITY MO 64112 PAUL HOLEWINSKI BOARD TREASURER, VICE CHAIR 8162351590 2024-03-22 1 PAUL HOLEWINSKI 999009999 1 BRANNON C GORE CPA P01805861 8165259699 2024-03-22 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAUL HOLEWINSKI 5115 OAK STREET 300B KANSAS CITY MO 64112 670149 0 X N/A X 1950 MO PROMOTE & ADVANCE EXCELLENCE IN HIGHER EDUCATIONAL PROGRAMS AT UNIVERSITY OF MISSOURI-KANSAS CITY. 59 59 0 94 0 0 360043 347975 0 0 261805 148799 38449 40276 660297 537050 188957 237378 0 0 0 0 0 0 0 99231 93250 288188 330628 372109 206422 6665099 6840171 62957 24471 6602142 6815700 TO ADD AND TO PROMOTE EXCELLENCE IN THE QUALITY OF THE HIGHER EDUCATIONAL PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. 0 0 259280 237378 ALL GRANTS AND ALLOCATIONS ARE USED TO ADD AND PROMOTE EXCELLENCE IN THE QUALITY OF HIGHER EDUCATION PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. 259280 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 59 59 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X ANDRY JOSWARA 8162352756 5115 OAK STREET AC224 KANSAS CITY MO 64110 X MS DEBBY BALLARD CHAIR 3.00 X X 0 0 0 MS DORANNE HUDSON SECRETARY & VICE CHAIR 3.00 X X 0 0 0 MR PAUL HOLEWINSKI TREASURER & VICE CHAIR 1.00 X X 0 0 0 MS REACHEL BEICHLEY VICE CHAIR 1.00 X X 0 0 0 MS MARY V CLARKE VICE CHAIR 1.00 X X 0 0 0 MR CAMERON GARRISON VICE CHAIR 1.00 X X 0 0 0 MR CHARLES SHIELDS VICE CHAIR 1.00 X X 0 0 0 MS DONNA WARD VICE CHAIR 1.00 X X 0 0 0 CHANCELLOR C MAULI AGRAWAL BOARD MEMBER 0.30 X 0 0 0 MR KEVIN BARB BOARD MEMBER 0.30 X 0 0 0 MR JONATHAN E BAUM BOARD MEMBER 0.30 X 0 0 0 MR STEVEN A BERNSTEIN BOARD MEMBER 0.30 X 0 0 0 MR SCOTT BETHUNE BOARD MEMBER 0.30 X 0 0 0 MR R PHILIP BIXBY BOARD MEMBER 0.30 X 0 0 0 MRSCOTT BOSWELL BOARD MEMBER 0.30 X 0 0 0 MR DAVID BRAIN BOARD MEMBER 0.30 X 0 0 0 MR RAMIN CHERAFAT BOARD MEMBER 0.30 X 0 0 0 MRS DIANNE S CLEAVER BOARD MEMBER 0.30 X 0 0 0 MR KEITH COPAKEN BOARD MEMBER 0.30 X 0 0 0 MR STEPHEN DOYAL BOARD MEMBER 0.30 X 0 0 0 MR TIMOTHY DUNN BOARD MEMBER 0.30 X 0 0 0 MRS ANNE W ELSBERRY BOARD MEMBER 0.30 X 0 0 0 MR WARREN K ERDMAN BOARD MEMBER 0.30 X 0 0 0 DR MELINDA L ESTES BOARD MEMBER 0.30 X 0 0 0 MR WESLEY FIELDS BOARD MEMBER 0.30 X 0 0 0 MR RICHARD FLANIGAN BOARD MEMBER 0.30 X 0 0 0 MR GARY D FORSEE BOARD MEMBER 0.30 X 0 0 0 MR J SCOTT FRANCIS BOARD MEMBER 0.30 X 0 0 0 MS RACHEL HACK MERLO BOARD MEMBER 0.30 X 0 0 0 MR DAVID HARRISON BOARD MEMBER 0.30 X 0 0 0 MRS MARILYN BARTLETT HEBENSTREIT BOARD MEMBER 0.30 X 0 0 0 MR GABE HERNANDEZ BOARD MEMBER 0.30 X 0 0 0 MS HEATHER HUMPHREY BOARD MEMBER 0.30 X 0 0 0 MS KIM KASS BOARD MEMBER 0.30 X 0 0 0 MR DAVID KENNER BOARD MEMBER 0.30 X 0 0 0 MR JAY KIM BOARD MEMBER 0.30 X 0 0 0 MR DONALD MAXWELL BOARD MEMBER 0.30 X 0 0 0 DR STANLEY MCDERMOTT BOARD MEMBER 0.30 X 0 0 0 MS MADELEINE MCDONOUGH BOARD MEMBER 0.30 X 0 0 0 MR JOZACH MILLER BOARD MEMBER 0.30 X 0 0 0 MS ALLISON MURDOCK BOARD MEMBER 0.30 X 0 0 0 MR DAVID F OLIVER BOARD MEMBER 0.30 X 0 0 0 MR EMMET PIERSON JR BOARD MEMBER 0.30 X 0 0 0 MR JERRY REECE BOARD MEMBER 0.30 X 0 0 0 MR NICK ROGERS BOARD MEMBER 0.30 X 0 0 0 MR ALEJANDRO SANCHEZ ALVARADO BOARD MEMBER 0.30 X 0 0 0 MR JAMES A SANGSTER BOARD MEMBER 0.30 X 0 0 0 MS JENNIFER SCHNACK BOARD MEMBER 0.30 X 0 0 0 MR DRED SCOTT BOARD MEMBER 0.30 X 0 0 0 MS SUZANNE SHANK BOARD MEMBER 0.30 X 0 0 0 MR SCOTT SMITH BOARD MEMBER 0.30 X 0 0 0 MR JOSEPH SPALITTO BOARD MEMBER 0.30 X 0 0 0 MS ANNE ST PETER BOARD MEMBER 0.30 X 0 0 0 MS LEIGH ANNE TAYLOR KNIGHT BOARD MEMBER 0.30 X 0 0 0 MR KYLE VENA BOARD MEMBER 0.30 X 0 0 0 MS LISA WEIXELMAN BOARD MEMBER 0.30 X 0 0 0 MRS MICHELLE WIMES BOARD MEMBER 0.30 X 0 0 0 MR MIKE WOODS BOARD MEMBER 0.30 X 0 0 0 MR VICTOR ZHANG BOARD MEMBER 0.30 X 0 0 0 MR SETH BERRY BOARD MEMBER (PARTIAL YEAR) 0.30 X 0 0 0 MR THOMAS M BLOCH BOARD MEMBER (PARTIAL YEAR) 0.30 X 0 0 0 MS LESLIE BOE BOARD MEMBER (PARTIAL YEAR) 0.30 X 0 0 0 DR RICHARD D JOHNSON BOARD MEMBER (PARTIAL YEAR) 0.30 X 0 0 0 MR TROY NASH BOARD MEMBER (PARTIAL YEAR) 0.30 X 0 0 0 MS DANA NELSON BOARD MEMBER (PARTIAL YEAR) 0.30 X 0 0 0 MS PATTI PHILLIPS BOARD MEMBER (PARTIAL YEAR) 0.30 X 0 0 0 MR B JOHN READEY III BOARD MEMBER (PARTIAL YEAR) 0.30 X 0 0 0 MR KENT SUNDERLAND BOARD MEMBER (PARTIAL YEAR) 0.30 X 0 0 0 0 0 0 0 0 0 0 0 347975 347975 5997 5997 173375 133099 40276 40276 40276 142802 0 142802 142802 142802 537050 0 0 189075 237378 237378 20000 20000 9298 9298 798 798 2947 2947 MISCELLANEOUS EXPENSE 38139 38139 SCHOLARSHIP COMMITTEE 8194 8194 CHANCELLOR'S DISCRETION 7308 7308 VC OF ERCE DISCRETIONAR 4638 4638 1928 1762 166 330628 259280 71348 0 640982 675081 9829 5011 19 9579 1465269 460830 1041561 1004439 3955694 4105632 1017014 1040429 6665099 6840171 61306 22820 1651 1651 62957 24471 X 5752679 5948509 849463 867191 6602142 6815700 6665099 6840171 206422 7136 0 X X 0 1 X 1 0 X 386029 901388 415323 360043 347975 2410758 386029 901388 415323 360043 347975 2410758 408989 2001769 897873 349512 355525 381849 179372 2164131 4574889 0.43760 0.36390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 849463 234015 15909 232196 867191 884369 142311 6498 183715 849463 932495 212106 -1195 259037 884369 560983 866172 -8900 485760 932495 590209 349496 2822 381544 560983 1.00000 0 0 550000 550000 915269 460830 454439 1004439 ASSETS HELD BY CURATOR 1025744 UNAMORTIZED LEASE COMMISSION & PREPAID INSURANCE 14685 1040429 SECURITY DEPOSITS 1651 1651 X 667987 7136 133099 140235 527752 9298 9298 537050 454429 133099 133099 321330 9298 9298 330628 PART V, LINE 4: ALL GRANTS AND ALLOCATIONS ARE USED TO ADD AND PROMOTE EXCELLENCE IN THE QUALITY OF HIGHER EDUCATION PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. PART X, LINE 2: UMKC TRUSTEES ARE 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(A) OF THE INTERNAL REVENUE CODE, AS EVIDENCED BY THE TRUSTEES' DETERMINATION LETTER DATED OCTOBER 14, 1983. INCOME TAX RETURNS FILED BY THE TRUSTEES 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 FISCAL YEARS 2023, 2022, 2021 AND 2020 REMAIN OPEN AS OF MARCH 31, 2024, 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 TRUSTEES' TAX RETURNS WITH ASSISTANCE FROM THE TRUSTEES' 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 133,099. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 133,099. 1 UNIVERSITY OF MISSOURI - KANSAS CITY 5100 ROCKHILL ROAD KANSAS CITY MO 64110 436003859 501(C)(3) 237378 0 CASH N/A FUNDING FOR ENDOWED SCHOLARSHIPS/CHAIRS/PROGRAM/FACULTY FELLOWS AND SCHOLARS PROGRAM MANAGED BY UMKC PART I, LINE 2: UMKC "TRUSTEES SCHOLARSHIP" REQUESTS FROM ENDOWED FUNDS ARE COORDINATED THROUGH THE OFFICE OF STUDENT FINANCIAL AID FOR THE UNIVERSITY OF MISSOURI-KANSAS CITY (UMKC). THE STUDENT FINANCIAL AID OFFICE, IN CONJUNCTION WITH THE CENTER FOR ACADEMIC DEVELOPMENT, DETERMINES WHETHER THE STUDENT MEETS THE REQUIREMENTS STIPULATED BY THE DONOR. REGARDING UMKC TRUSTEES "FACULTY FELLOW AND FACULTY SCHOLAR AWARDS" THE FISCAL OFFICER FOR UMKC'S ADVANCEMENT DIVISION, WORKING IN COLLABORATION WITH THE RECIPIENT'S ACADEMIC UNIT FISCAL OFFICER, MONITORS ALL SPENDING FROM THE ACCOUNT. FUNDS ARE DISBURSED TO COVER EXPENSES WHICH FALL WITHIN UNIVERSITY GUIDELINES. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BUSINESS RELATIONSHIPS WITH BOARD MEMBERS ARE LISTED BELOW: UMKC TRUSTEES HAS RETAINED LATHROP GPM AS LEGAL COUNSEL - CAMERON GARRISON, A MANAGING PARTNER OF LATHROP GPM, IS A MEMBER OF THE BOARD. UMKC TRUSTEES HAS RETAINED COPAKEN BROOKS AS ITS REAL ESTATE MANAGEMENT COMPANY - KEITH COPAKEN, A PRINCIPAL WITH THAT FIRM, IS A MEMBER OF THE BOARD UMKC TRUSTEES HAS AN ACCOUNT WITH COMMERCE BANK - SCOTT BOSWELL, WHO IS THE WESTERN REGION PRESIDENT OF COMMERCE TRUST COMPANY, IS A MEMBER OF THE BOARD UMKC TRUSTEES HAS D&O INSURANCE WITH CHUBB THAT WAS BROKERED BY LOCKTON AFFINITY - MIKE WOODS, WHO IS SENIOR VICE PRESIDENT, BUSINESS OPERATION & STRATEGY WITH LOCKTON COMPANIES, IS A MEMBER OF THE BOARD FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION USES COPAKEN BROOKS AND VOEPEL PROPERTY MANAGEMENT FOR THE MANAGEMENT OF RENTAL PROPERTIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTANT AND PRESENTED TO THE VICE CHAIR OF FINANCE/TREASURER AND THE ENTIRE FINANCE COMMITTEE. THEY OFFICIALLY APPROVE THE 990 BEFORE IT IS DISTRIBUTED FOR REVIEW BY OTHER OFFICERS. A DEADLINE IS ESTABLISHED IN ADVANCE OF THE FILING DEADLINE TO ENSURE ALL BOARD MEMBERS HAVE AN OPPORTUNITY TO PROVIDE FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE GOVERNANCE COMMITTEE REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST REPORTED BY MEMBERS OF THE BOARD. THOSE CONFLICTS ARE DISCLOSED TO THE APPROPRIATE COMMITTEE WITH OVERSIGHT OF THE AREA OF POTENTIAL CONFLICT. THAT PARTICULAR COMMITTEE IS THEN TASKED WITH MONITORING THE DISCLOSED POTENTIAL CONFLICT. ANY CONCERNS FROM THAT COMMITTEE ARE BROUGHT TO THE GOVERNANCE COMMITTEE TO ADDRESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FROM UMKC TRUSTEES OFFICE AT 816-235-1590. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE FROM PRIOR YEARS. FORM 990 ELECTION: SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION UMKC TRUSTEES 5100 ROCKHILL ROAD, KANSAS CITY, MO 64110 EIN: 44-0546001 FOR THE YEAR ENDING JUNE 30, 2023 UMKC TRUSTEES IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990 ELECTION: SECTION 1.263(A)-3(H) SAFE HARBOR ELECTION FOR SMALL TAXPAYERS UMKC TRUSTEES 5100 ROCKHILL ROAD,KANSAS CITY, MO 64110 EIN: 44-0546001 FOR THE YEAR ENDING JUNE 30, 2023 UMKC TRUSTEES IS MAKING THE SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-3(H) FOR THE FOLLOWING ELIGIBLE BUILDING PROPERTY(S). DESCRIPTION OF ELIGIBLE PROPERTY: 300-320 E 51ST, KANSAS CITY, MO FORM 990, SCHEDULE A PUBLIC SUPPORT, PART II, LINE 3: UMKC TRUSTEES (THE TRUSTEES) PROMOTE EXCELLENCE IN THE QUALITY OF THE HIGHER EDUCATIONAL PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI, KANSAS CITY (UMKC), OVER AND ABOVE THOSE STANDARDS THAT THE CURATORS OF THE UNIVERSITY OF MISSOURI ARE OTHERWISE ABLE TO MAINTAIN. UMKC PROVIDES ACCOUNTING AND OTHER SERVICES TO THE TRUSTEES, THE IN-KIND CONTRIBUTION AND RELATED COST ARE NOT RECORDED IN THE ACCOMPANYING STATEMENT OF ACTIVITIES BECAUSE THE COST CANNOT BE DETERMINED.