Nonprofit · EIN 48-0547734
KANSAS UNIVERSITY ENDOWMENT ASSOC
Tax-exempt · LAWRENCE, KS 66044
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $374,659,632 | $486,648,128 | -$111,988,496 | $3,232,596,604 | $159,376,342 | $3,073,220,262 |
| June 30, 2024 | 990 | $571,769,149 | $310,064,806 | $261,704,343 | $3,213,356,210 | $175,240,760 | $3,038,115,450 |
| June 30, 2023 | 990 | $302,294,908 | $236,231,478 | $66,063,430 | $2,866,140,776 | $134,834,585 | $2,731,306,191 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $257,447,896
- of which government grants
- $21,058,753
- Program service revenue
- $10,837,005
- Investment income
- $103,451,769
- Royalties
- $530,312
- Net gain from sales of assets
- $51,375,647
- Net income from fundraising events
- -$1,097,202
- Other revenue
- $2,922,962
Expenses
- Grants and similar amounts paid
- $444,490,987
- Compensation of officers, directors and key employees
- $2,898,321
- Other salaries and wages
- $14,903,992
- Salaries, compensation and benefits (total)
- $21,351,396
- Professional fundraising fees
- $248,282
- Legal fees
- $111,841
- Accounting fees
- $219,742
- Occupancy
- $149,405
- Travel
- $655,407
- Depreciation
- $2,576,897
- Program services (functional)
- $444,490,987
- Management and general (functional)
- $26,444,062
- Fundraising (functional)
- $15,713,079
Balance sheet and other
- Total assets, start of year
- $3,213,356,210
- Total assets, end of year
- $3,232,596,604
- Total liabilities, end of year
- $159,376,342
- Net assets, end of year
- $3,073,220,262
- Land, buildings and equipment
- $71,732,309
- Publicly traded securities
- $1,006,288,255
- Net assets without donor restrictions
- $251,672,492
- Net assets with donor restrictions
- $2,821,547,770
- Gross unrelated business income
- $12,688,284
- Gross receipts
- $709,437,054
- Employees
- 251
- Volunteers
- 74
- Year formed
- 1891
- State of legal domicile
- KS
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES G CLARKE | Treasurer/SVP Chief Investment Officer Officer | 40 | $707,426 | $77,707 |
| DANIEL J MARTIN | PRESIDENT Officer | 40 | $532,362 | $80,062 |
| NANCY JACKSON | Sr VP, Chief Development Officer Key employee | 40 | $379,645 | $177,221 |
| ALLISON L LONG | SECRETARY/SVP ADMIN & COO Officer | 40 | $315,786 | $166,740 |
| STACY D NUSS | VP Investments & Asst Treasurer Highest-paid employee | 40 | $334,014 | $74,468 |
| MARY N LUCAS | VP, MEDICAL DEVELOPMENT Key employee | 40 | $226,070 | $148,073 |
| JAMES R MECHLER | General Counsel Highest-paid employee | 40 | $255,473 | $103,382 |
| MONTE L SOUKUP | SR VP, PROPERTY MANAGEMENT Key employee | 40 | $242,075 | $87,119 |
| KRISTEN V TONER | DEP AD & AVP, DEVELOPMENT Highest-paid employee | 40 | $255,517 | $66,810 |
| MICHELLE L KELLER | AVP Marketing + Brand Comms Highest-paid employee | 40 | $274,783 | $25,412 |
| RYAN M TONER | DIRECTOR, INVESTMENTS Highest-paid employee | 40 | $237,645 | $46,281 |
| JILL DOCKING | VICE CHAIR, Executive Committee-Volunteer Trustee or director, Officer | 4 | $0 | $0 |
| LYDIA I BEEBE | Chair, Executive Committee-Volunteer Trustee or director, Officer | 4 | $0 | $0 |
| DANA VALDOIS HENSLEY | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| DAVID B DILLON | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD E COHEN | Executive Committee-Volunteer Trustee or director | 4 | $0 |
| JANET MARTIN MCKINNEY | Executive Committee-Volunteer Trustee or director | 4 | $0 |
| JAY HOWARD | Executive Committee-Volunteer Trustee or director | 4 | $0 |
| KURT D WATSON | Executive Committee-Volunteer Trustee or director | 4 | $0 |
| LINDA ZARDA COOK | EXECUTIVE COMMITTEE-VOLUNTEER Trustee or director | 4 | $0 |
| MARVIN MOTLEY | EXECUTIVE COMMITTEE-VOLUNTEER Trustee or director | 4 | $0 |
| RAMON MURGUIA | Executive Committee-Volunteer Trustee or director | 4 | $0 |
| STEVE SLOAN | Executive Committee-Volunteer Trustee or director | 4 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES G CLARKE | Treasurer/SVP Chief Investment Officer Officer | 40 | $747,994 | $142,399 |
| DANIEL J MARTIN | PRESIDENT Officer | 40 | $487,016 | $93,513 |
| STACY D NUSS | VP Investments & Asst Treasurer Highest-paid employee | 40 | $337,923 | $140,537 |
| ALLISON L LONG | SECRETARY/SVP ADMIN & COO Officer | 40 | $293,543 | $135,917 |
| JAMES R MECHLER | General Counsel Highest-paid employee | 40 | $254,570 | $96,661 |
| KRISTEN V TONER | DEP AD & AVP, DEVELOPMENT Highest-paid employee | 40 | $239,020 | $54,754 |
| RYAN M TONER | DIRECTOR, INVESTMENTS Highest-paid employee | 40 | $223,795 | $58,680 |
| MONTE L SOUKUP | SR VP, PROPERTY MANAGEMENT Highest-paid employee | 40 | $209,021 | $64,627 |
| MARY N LUCAS | VP, MEDICAL DEVELOPMENT Key employee | 40 | $187,583 | $74,825 |
| D JEROME DAVIES | FORMER OFFICER/TRUSTEE Former | 40 | $185,571 | $29,462 |
| JILL DOCKING | VICE CHAIR (OCT '23) Executive Committee-Volunteer Trustee or director, Officer | 4 | $0 | $0 |
| LYDIA I BEEBE | Chair, Executive Committee-Volunteer Trustee or director, Officer | 4 | $0 | $0 |
| TODD L SUTHERLAND | Vice Chair, Exec Committee-Volunteer (ENDING OCT '23) Trustee or director, Officer | 4 | $0 | $0 |
| DANA VALDOIS HENSLEY | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| DAVID B DILLON | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| HOWARD E COHEN | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| JANET MARTIN MCKINNEY | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| JAY HOWARD | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| JOHN B DICUS | Executive Committee-Volunteer (ENDING FEB '24) Trustee or director | 4 | $0 | $0 |
| KURT D WATSON | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| LINDA ZARDA COOK | EXECUTIVE COMMITTEE-VOLUNTEER (STARTING OCT '23) Trustee or director | 4 | $0 | $0 |
| MARVIN MOTLEY | EXECUTIVE COMMITTEE-VOLUNTEER (STARTING OCT '23) Trustee or director | 4 | $0 | $0 |
| RAMON MURGUIA | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| STEVE SLOAN | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DALE W SEUFERLING | PRESIDENT (ENDING AUG 2022) Trustee or director, Officer | 40 | $2,268,737 | $673,249 |
| JAMES G CLARKE | Treasurer/SVP Investments Trustee or director, Officer | 40 | $730,861 | $117,294 |
| D JEROME DAVIES | Secretary/EVP Development (ENDING MAY 2023) Trustee or director, Officer | 40 | $367,584 | $150,777 |
| STACY NUSS | VP Investments & Asst Treasurer Highest-paid employee | 40 | $323,205 | $126,374 |
| ALLISON LONG | SECRETARY (JUN '23)/SVP ADMIN & COO (JUL '22) Officer | 40 | $244,475 | $93,380 |
| JAMES R MECHLER | Assoc SVP Development Highest-paid employee | 40 | $227,577 | $70,825 |
| MARK WILSON | Vice President, Development Operations Highest-paid employee | 40 | $210,204 | $60,422 |
| KRISTEN TONER | AVP, DEVELOPMENT Highest-paid employee | 40 | $215,464 | $47,273 |
| REBECCA L BLAESING | VP Medical Development Key employee | 40 | $228,282 | $33,262 |
| RYAN TONER | DIRECTOR OF INVESTMENTS Highest-paid employee | 40 | $205,067 | $48,912 |
| DANIEL J MARTIN | PRESIDENT (STARTING AUG 2022) Trustee or director, Officer | 40 | $201,994 | $9,983 |
| LYDIA I BEEBE | Chair (Sept '22), Executive Committee-Volunteer Trustee or director, Officer | 4 | $0 | $0 |
| TODD L SUTHERLAND | Vice Chair (Sept '22), Executive Committee-Volunteer Trustee or director, Officer | 4 | $0 | $0 |
| DANA VALDOIS HENSLEY | Exec Committee-Volunteer (Starting Sept 2022) Trustee or director | 4 | $0 | $0 |
| DAVID B DILLON | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| DEANELL REECE TACHA | Exec Committee-Volunteer (Ending Sept 2022) Trustee or director | 4 | $0 | $0 |
| HOWARD E COHEN | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| JANET MARTIN MCKINNEY | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| JAY HOWARD | Exec Committee-Volunteer (Starting Sept 2022) Trustee or director | 4 | $0 | $0 |
| JILL DOCKING | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| JOHN B DICUS | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| KURT D WATSON | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| LINDA ELLIS SIMS | Exec Committee-Volunteer (Ending Sept 2022) Trustee or director | 4 | $0 | $0 |
| RAMON MURGUIA | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
| STEVE SLOAN | Executive Committee-Volunteer Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 928, LAWRENCE, KS 66044-0928
- Principal officer (990 for 2024)
- DANIEL J MARTIN, PO Box 928, Lawrence, KS 660440928
- Signed the 990
- James G Clarke, Treasurer
- Phone
- (785) 832-7400
- Website
- www.kuendowment.org
- Return prepared by
- Ernst and Young US LLP
Mission
KU Endowment partners with donors in providing philanthropic support to build a greater University of Kansas.
Program accomplishments
- Program and other educational support from private donors strengthens academic programs and brings top-flight scholars, thoughtful lecturers and breathtaking performances to KU. It also expands the scope of outreach programs throughout the state and supports valuable acquisitions by KU's libraries and museums.Expenses $86,937,656 · grants $86,937,656 · revenue $11,402,203
- Faculty support includes over 200 named, endowed positions, including 5 new faculty support funds endowed during this fiscal year. Private funding augments salaries and supports awards, professional travel and professional development. This support is invaluable in creating the vibrant teaching and research environment that one expects at an international research university.Expenses $72,161,940 · grants $72,161,940
- Student Support - Virtually all privately funded scholarships, awards and fellowships provided by KU come from donor contributions to KU Endowment. This year, 108 new endowed scholarship and student support funds were created and about 9,273 students received financial assistance from privately funded scholarships at KU Endowment.Expenses $70,578,958 · grants $70,578,958
- Facilities support - Construction, furnishings and equipment funded by private giving fluctuates from year to year depending on the timeline of construction projects. More than two-thirds of the University of Kansas buildings and about 85% of the land available for campus expansion were made possible by private gifts.Expenses $214,812,433 · grants $214,812,433 · revenue $3,855,298
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 48-0547734
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1934
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $3,232,596,604
- Income (IRS master file)
- $709,437,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $374,659,632 | $486,648,128 | $3,232,596,604 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $571,769,149 | $310,064,806 | $3,213,356,210 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $302,294,908 | $236,231,478 | $2,866,140,776 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $404,903,174 | $226,039,447 | $2,766,269,381 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 48-0547734).
Questions about KANSAS UNIVERSITY ENDOWMENT ASSOC
- What is the EIN of KANSAS UNIVERSITY ENDOWMENT ASSOC?
- The employer identification number (EIN) of KANSAS UNIVERSITY ENDOWMENT ASSOC is 48-0547734.
- Is KANSAS UNIVERSITY ENDOWMENT ASSOC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1934.
- Are donations to KANSAS UNIVERSITY ENDOWMENT ASSOC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KANSAS UNIVERSITY ENDOWMENT ASSOC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KANSAS UNIVERSITY ENDOWMENT ASSOC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KANSAS UNIVERSITY ENDOWMENT ASSOC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of KANSAS UNIVERSITY ENDOWMENT ASSOC?
- The 990 for the year ended June 30, 2025 names DANIEL J MARTIN.
- Who are the officers and directors of KANSAS UNIVERSITY ENDOWMENT ASSOC?
- The 990 for the year ended June 30, 2025 lists 23 people; 11 received compensation from the organization, the highest $707,426 (JAMES G CLARKE, Treasurer/SVP Chief Investment Officer).
- How much revenue does KANSAS UNIVERSITY ENDOWMENT ASSOC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $374,659,632, expenses of $486,648,128 and total assets of $3,232,596,604 at year end.
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