UMKC TRUSTEES

EIN: 440546001 501(c)(3) Education

KANSAS CITY, MO

Total Revenue
$673,056
Total Expenses
$426,350
Total Assets
$7,845,519
Net Assets
$7,813,234
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1950
Legal Domicile
MO
Principal Officer
PAUL HOLEWINSKI
Phone
8162351590
Tax Period
2024-07-01 to 2025-06-30

UMKC TRUSTEES, founded in 1950, is a small nonprofit in the Education sector that reported $673K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $247K, a strong 37% operating margin.

Mission

PROMOTE & ADVANCE EXCELLENCE IN HIGHER EDUCATIONAL PROGRAMS AT UNIVERSITY OF MISSOURI-KANSAS CITY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $389,905
Program Service Revenue $0
Investment Income $299,017
Other Revenue $-15,866
TOTAL REVENUE $673,056

Expense Breakdown

Grants Paid $248,191
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $320,412
Other Expenses $178,159
TOTAL EXPENSES $426,350

Year-over-Year Comparison

2024 2023 Change
Revenue $673,056 $787,453 -0.1%
Expenses $426,350 $312,962 +0.4%
Net Income $246,706 $474,491 -0.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
73
Independent Members
73
Employees
N/A
Volunteers
102

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
10
$0
Total Directors
73
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DORANNE HUDSON CHAIR 3.00
Officer Director
$0 $0 $0
GABE HERNANDEZ SECRETARY 3.00
Officer Director
$0 $0 $0
PAUL HOLEWINSKI TREASURER & VICE CHAIR - ASSET MANAGEMENT 1.00
Officer Director
$0 $0 $0
REACHEL BEICHLEY VICE CHAIR - ENGAGEMENT 1.00
Officer Director
$0 $0 $0
JENNIE CLARKE VICE CHAIR - DEVELOPMENT 1.00
Officer Director
$0 $0 $0
CAMERON GARRISON VICE CHAIR - GOVERNANCE 1.00
Officer Director
$0 $0 $0
SUZANNE SHANK VICE CHAIR - TRUSTEES' SCHOLARS 1.00
Officer Director
$0 $0 $0
CHARLES SHIELDS VICE CHAIR - ADVOCACY 1.00
Officer Director
$0 $0 $0
LEIGH ANNE TAYLOR KNIGHT VICE CHAIR - BRAND ELEVATION 1.00
Officer Director
$0 $0 $0
DONNA WARD VICE CHAIR - STRATEGY & PLANNING 1.00
Officer Director
$0 $0 $0
DEBBY BALLARD IMMEDIATE PAST CHAIR 1.00
Director
$0 $0 $0
MAULI AGRAWAL BOARD MEMBER 0.30
Director
$0 $0 $0
KEVIN BARB BOARD MEMBER 0.30
Director
$0 $0 $0
JONATHAN BAUM BOARD MEMBER 0.30
Director
$0 $0 $0
STEVEN BERNSTEIN BOARD MEMBER 0.30
Director
$0 $0 $0
PHILIP BIXBY BOARD MEMBER 0.30
Director
$0 $0 $0
SCOTT BOSWELL BOARD MEMBER 0.30
Director
$0 $0 $0
DAVID BRAIN BOARD MEMBER 0.30
Director
$0 $0 $0
RAMIN CHERAFAT BOARD MEMBER 0.30
Director
$0 $0 $0
DIANNE CLEAVER BOARD MEMBER 0.30
Director
$0 $0 $0
KEITH COPAKEN BOARD MEMBER 0.30
Director
$0 $0 $0
STEPHEN DOYAL BOARD MEMBER 0.30
Director
$0 $0 $0
TIMOTHY DUNN BOARD MEMBER 0.30
Director
$0 $0 $0
ANNE ELSBERRY BOARD MEMBER 0.30
Director
$0 $0 $0
WESLEY FIELDS BOARD MEMBER 0.30
Director
$0 $0 $0
RICHARD FLANIGAN BOARD MEMBER 0.30
Director
$0 $0 $0
GARY FORSEE BOARD MEMBER 0.30
Director
$0 $0 $0
SCOTT FRANCIS BOARD MEMBER 0.30
Director
$0 $0 $0
RACHEL MERLO BOARD MEMBER 0.30
Director
$0 $0 $0
DAVID HARRISON BOARD MEMBER 0.30
Director
$0 $0 $0
HEATHER HUMPHREY BOARD MEMBER 0.30
Director
$0 $0 $0
KIM KASS BOARD MEMBER 0.30
Director
$0 $0 $0
DAVID KENNER BOARD MEMBER 0.30
Director
$0 $0 $0
JAY KIM BOARD MEMBER 0.30
Director
$0 $0 $0
DONALD MAXWELL BOARD MEMBER 0.30
Director
$0 $0 $0
MADELEINE MCDONOUGH BOARD MEMBER 0.30
Director
$0 $0 $0
ALLISON MURDOCK BOARD MEMBER 0.30
Director
$0 $0 $0
EMMET PIERSON BOARD MEMBER 0.30
Director
$0 $0 $0
JERRY REECE BOARD MEMBER 0.30
Director
$0 $0 $0
ALEJANDRO SANCHEZ ALVARADO BOARD MEMBER 0.30
Director
$0 $0 $0
JENNIFER SCHNACK BOARD MEMBER 0.30
Director
$0 $0 $0
DRED SCOTT BOARD MEMBER 0.30
Director
$0 $0 $0
SCOTT SMITH BOARD MEMBER 0.30
Director
$0 $0 $0
ANNE ST PETER BOARD MEMBER 0.30
Director
$0 $0 $0
KYLE VENA BOARD MEMBER 0.30
Director
$0 $0 $0
LISA WEIXELMAN BOARD MEMBER 0.30
Director
$0 $0 $0
MICHELLE WIMES BOARD MEMBER 0.30
Director
$0 $0 $0
MIKE WOODS BOARD MEMBER 0.30
Director
$0 $0 $0
VICTOR ZHANG BOARD MEMBER 0.30
Director
$0 $0 $0
STEPHANIE BECKER BOARD MEMBER 0.30
Director
$0 $0 $0
IAN COLRAIN BOARD MEMBER 0.30
Director
$0 $0 $0
DAN FROMM BOARD MEMBER 0.30
Director
$0 $0 $0
BRAD HAMPTON BOARD MEMBER 0.30
Director
$0 $0 $0
JEFF SIMON BOARD MEMBER 0.30
Director
$0 $0 $0
MIKE KRESS BOARD MEMBER 0.30
Director
$0 $0 $0
ERIKA MOODY BOARD MEMBER 0.30
Director
$0 $0 $0
BETH PHILLIPS BOARD MEMBER 0.30
Director
$0 $0 $0
WAYNE POWELL BOARD MEMBER 0.30
Director
$0 $0 $0
JIM STOWERS BOARD MEMBER 0.30
Director
$0 $0 $0
DAN ELLIS BOARD MEMBER 0.30
Director
$0 $0 $0
CHRISTINE KEMPER BOARD MEMBER 0.30
Director
$0 $0 $0
JEANETTE PRENGER BOARD MEMBER 0.30
Director
$0 $0 $0
JULIE QUIRIN BOARD MEMBER 0.30
Director
$0 $0 $0
JERON RAVIN BOARD MEMBER 0.30
Director
$0 $0 $0
CAROLYN WATLEY BOARD MEMBER 0.30
Director
$0 $0 $0
ANGIE SALMON BOARD MEMBER 0.30
Director
$0 $0 $0
AYCA CIL BOARD MEMBER 0.30
Director
$0 $0 $0
KEITH PERKINS BOARD MEMBER 0.30
Director
$0 $0 $0
BOB REGNIER BOARD MEMBER 0.30
Director
$0 $0 $0
CRYSTAL WALKER BOARD MEMBER 0.30
Director
$0 $0 $0
SCOTT BETHUNE BOARD MEMBER 0.30
Director
$0 $0 $0
ANNE DEMA BOARD MEMBER 0.30
Director
$0 $0 $0
LISA FOLSCROFT BOARD MEMBER 0.30
Director
$0 $0 $0
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 $673,056 $426,350 $7,845,519 $246,706
2024 $787,453 $312,962 $7,463,365 $474,491
2023 $537,050 $330,628 $6,840,171 $206,422
2022 $660,297 $288,188 $6,665,099 $372,109
2021 $914,148 $368,108 $6,556,633 $546,040
2020 $1,037,958 $1,133,554 $5,555,495 $-95,596
2019 $648,355 $2,119,520 $5,786,776 $-1,471,165
2018 $727,263 $462,824 $7,175,818 $264,439
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