UMKC FOUNDATION (EIN 260840496) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Phone

8162351601

Tax Period

2024-07-01 to 2025-06-30

UMKC FOUNDATION, founded in 2007, is a mid-sized nonprofit in the Education sector that reported $29.1M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $37.0M exceeded revenue, resulting in a 27% operating deficit.

Mission

UMKC FOUNDATION'S SOLE PURPOSE IS TO BENEFIT THE UNIVERSITY OF MISSOURI - KANSAS CITY (UMKC) BY SUPPORTING (THROUGH FUNDS RAISED,

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $22,660,800

Program Service Revenue $2,324,722

Investment Income $3,401,632

Other Revenue $666,187

TOTAL REVENUE $29,053,341

Expense Breakdown

Grants Paid $33,865,116

Salaries & Benefits $2,081,073

Fundraising Expenses $992,023

Program Expenses $34,681,762

Other Expenses $1,008,901

TOTAL EXPENSES $36,955,090

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,053,341	$33,089,120	-0.1%
Expenses	$36,955,090	$37,626,034	0.0%
Net Income	$-7,901,749	$-4,536,914	+0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$325,714

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
C MAULI AGRAWAL PHD	CHANCELLOR	2.0	Officer Director	$0	$0	$0
MARNY D SHERMAN	SECRETARY	1.0	Officer Director	$0	$0	$0
ROBERT REGNIER	CHAIR	2.0	Officer Director	$0	$0	$0
WILLIAM TAYLOR	TREASURER	2.0	Officer Director	$0	$0	$0
DORANNE HUDSON	DIRECTOR	1.0	Director	$0	$0	$0
JERRY D REECE	PAST CHAIR	1.0	Director	$0	$0	$0
JOSH SOSLAND	VICE CHAIR	1.0	Director	$0	$0	$0
LINDSEY PATTERSON-SMITH	DIRECTOR	2.0	Director	$0	$0	$0
MOLLY KERR	DIRECTOR	1.0	Director	$0	$0	$0
NATHANIEL HAGEDORN	DIRECTOR	1.0	Director	$0	$0	$0
NELSON R SABATES MD	DIRECTOR	1.0	Director	$0	$0	$0
PAT MACDONALD	DIRECTOR	1.0	Director	$0	$0	$0
RYAN D RAPP	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM M LYONS	DIRECTOR	2.0	Director	$0	$0	$0
AMANDA DAVIS	PRESIDENT	40.0	Officer	$268,857	$56,857	$325,714
MARK MATTISON	SR. DIRECTOR OF DEVELOPMENT	40.0	Highest	$110,078	$13,606	$123,684
MATTHEW MCDONOUGH	SR. MANAGING DIR OF DEVELOPMENT	40.0	Highest	$118,052	$17,485	$135,537
RAYMOND J SONNENBERG	SR. DIRECTOR OF DEVELOPMENT	40.0	Highest	$103,371	$13,156	$116,527
SHELLY DOUCET	AVP & DIRECTOR OF DEVELOPMENT	40.0	Highest	$163,470	$13,885	$177,355

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$29,053,341	$36,955,090	$87,153,512	$-7,901,749
2024	$33,089,120	$37,626,034	$91,546,490	$-4,536,914
2023	$56,327,176	$31,467,044	$89,240,437	$24,860,132
2022	$15,012,155	$27,115,662	$60,897,426	$-12,103,507
2021	$28,510,784	$34,478,606	$78,335,937	$-5,967,822
2020	$43,162,989	$18,300,165	$70,681,044	$24,862,824
2020	$42,263,491	$20,478,579	$78,190,837	$21,784,912
2019	$6,120,785	$5,112,656	$45,957,937	$1,008,129
2018	$7,129,649	$5,482,976	$44,523,439	$1,646,673

UMKC FOUNDATION