The Kansas University Endowment Association

EIN: 480547734 501(c)(3) Education

Lawrence, KS

Total Revenue
$571,769,149
Total Expenses
$310,064,806
Total Assets
$3,213,356,210
Net Assets
$3,038,115,450
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1891
Legal Domicile
KS
Phone
7858327400
Tax Period
2023-07-01 to 2024-06-30

The Kansas University Endowment Association, founded in 1891, is a major nonprofit in the Education sector that reported $571.8M in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $261.7M, a strong 46% operating margin.

Mission

University support

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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 (2023)

Revenue Breakdown

Contributions & Grants $361,647,306
Program Service Revenue $2,499,387
Investment Income $205,138,404
Other Revenue $2,484,052
TOTAL REVENUE $571,769,149

Expense Breakdown

Grants Paid $274,002,642
Salaries & Benefits $19,696,930
Fundraising Expenses $15,669,043
Program Expenses $274,002,642
Other Expenses $16,071,000
TOTAL EXPENSES $310,064,806

Year-over-Year Comparison

2023 2022 Change
Revenue $571,769,149 $302,294,908 +0.9%
Expenses $310,064,806 $236,231,478 +0.3%
Net Income $261,704,343 $66,063,430 +3.0%
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

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Governance

Voting Members
12
Independent Members
12
Employees
230
Volunteers
72

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
6
$1,900,382
Total Directors
14
$0
Key Employees
1
$262,408
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JILL DOCKING VICE CHAIR (OCT '23) Executive Committee-Volunteer 4.0
Officer Director
$0 $0 $0
LYDIA I BEEBE Chair, Executive Committee-Volunteer 4.0
Officer Director
$0 $0 $0
TODD L SUTHERLAND Vice Chair, Exec Committee-Volunteer (ENDING OCT '23) 4.0
Officer Director
$0 $0 $0
DANA VALDOIS HENSLEY Executive Committee-Volunteer 4.0
Director
$0 $0 $0
DAVID B DILLON Executive Committee-Volunteer 4.0
Director
$0 $0 $0
HOWARD E COHEN Executive Committee-Volunteer 4.0
Director
$0 $0 $0
JANET MARTIN MCKINNEY Executive Committee-Volunteer 4.0
Director
$0 $0 $0
JAY HOWARD Executive Committee-Volunteer 4.0
Director
$0 $0 $0
JOHN B DICUS Executive Committee-Volunteer (ENDING FEB '24) 4.0
Director
$0 $0 $0
KURT D WATSON Executive Committee-Volunteer 4.0
Director
$0 $0 $0
LINDA ZARDA COOK EXECUTIVE COMMITTEE-VOLUNTEER (STARTING OCT '23) 4.0
Director
$0 $0 $0
MARVIN MOTLEY EXECUTIVE COMMITTEE-VOLUNTEER (STARTING OCT '23) 4.0
Director
$0 $0 $0
RAMON MURGUIA Executive Committee-Volunteer 4.0
Director
$0 $0 $0
STEVE SLOAN Executive Committee-Volunteer 4.0
Director
$0 $0 $0
ALLISON L LONG SECRETARY/SVP ADMIN & COO 40.0
Officer
$293,543 $135,917 $429,460
DANIEL J MARTIN PRESIDENT 40.0
Officer
$487,016 $93,513 $580,529
JAMES G CLARKE Treasurer/SVP Chief Investment Officer 40.0
Officer
$747,994 $142,399 $890,393
MARY N LUCAS VP, MEDICAL DEVELOPMENT 40.0
Key Emp
$187,583 $74,825 $262,408
JAMES R MECHLER General Counsel 40.0
Highest
$254,570 $96,661 $351,231
KRISTEN V TONER DEP AD & AVP, DEVELOPMENT 40.0
Highest
$239,020 $54,754 $293,774
MONTE L SOUKUP SR VP, PROPERTY MANAGEMENT 40.0
Highest
$209,021 $64,627 $273,648
RYAN M TONER DIRECTOR, INVESTMENTS 40.0
Highest
$223,795 $58,680 $282,475
STACY D NUSS VP Investments & Asst Treasurer 40.0
Highest
$337,923 $140,537 $478,460
D JEROME DAVIES FORMER OFFICER/TRUSTEE 40.0
$185,571 $29,462 $215,033
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 No data No data No data No data
2024 $571,769,149 $310,064,806 $3,213,356,210 $261,704,343
2023 $302,294,908 $236,231,478 $2,866,140,776 $66,063,430
2022 $404,903,174 $226,039,447 $2,766,269,381 $178,863,727
2021 $301,882,539 $214,131,630 $2,806,850,767 $87,750,909
2020 $228,491,176 $187,480,952 $2,197,256,847 $41,010,224
2019 $354,455,428 $202,933,801 $2,188,644,850 $151,521,627
2018 $317,632,476 $219,422,556 $2,036,065,980 $98,209,920
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