UMKC Foundation
5115 Oak St.
202 Administrative Center
Kansas City MO 64112
Web and Phone Contact
Telephone (816) 235-5778
Mission Statement
The Foundation's primary role is fundraising, fund investment and fund management of all gifts to the University of Missouri-Kansas City (UMKC). The UMKC Foundation's mission is to foster a culture that inspires philanthropy to achieve university priorities.  The UMKC mission is to lead in life and health sciences, deepen and expand strength in the visual and performing arts, develop a professional workforce, collaborate in urban issues and education and create a vibrant learning and campus life experience. UMKC will become a model urban research university characterized by signature graduate and professional programs, a dynamic undergraduate population, a highly diverse faculty, staff and student body and active engagement with its city and region.
Leadership
CEO/Executive Director Mr. Steven P. Norris
Board Chair Mr. Thomas M. Bloch
Board Chair Company Affiliation Co-Founder and President Emeritus, University Academy
History and Background
Year of Incorporation 2009
Financial Summary
Revenue Expense Area Graph

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
Statements
Mission Statement The Foundation's primary role is fundraising, fund investment and fund management of all gifts to the University of Missouri-Kansas City (UMKC). The UMKC Foundation's mission is to foster a culture that inspires philanthropy to achieve university priorities.  The UMKC mission is to lead in life and health sciences, deepen and expand strength in the visual and performing arts, develop a professional workforce, collaborate in urban issues and education and create a vibrant learning and campus life experience. UMKC will become a model urban research university characterized by signature graduate and professional programs, a dynamic undergraduate population, a highly diverse faculty, staff and student body and active engagement with its city and region.
Background Statement
UMKC, one of four University of Missouri campuses, is a public university serving more than 16,000 undergraduate, graduate and professional students.
 
Established in 1933 as the University of Kansas City, the university partnered with area professional schools to build programming. The first was the Kansas City School of Law which merged with the university in 1938, followed by the Kansas City-Western Dental College in 1941 and the Kansas City College of Pharmacy in 1943. The Conservatory of Music joined the university in 1959. New schools also found roots within the growing university. These include the School of Administration (1953), the School of Education (1954), the Division for Continuing Education (1958), the School of Graduate Studies (1964), the School of Medicine (1970), the School of Nursing (1980) and the School of Basic Life Sciences, later renamed the School of Biological Sciences (1985). More recently, UMKC has added an Honors College (2015) and an Emeritus College (2015).
 
On July 25, 1963, the University of Kansas City joined the University of Missouri System and was renamed the University of Missouri-Kansas City. Since then, UMKC has experienced steady growth while expanding urban connections.
 
Under the leadership of Chancellor Emeritus Leo E. Morton, UMKC built a solid leadership team and recruited renowned faculty members. UMKC is committed to being a major contributor to the success of the surrounding community. This commitment was the impetus for forming the UMKC Foundation in 2009.
 
A report about higher education in the area, Time to Get it Right, pressed UMKC to establish a governance structure with roots in the city. The foundation -- a separate but affiliated enterprise -- meets that criterion. The UMKC Foundation is devoted to raising funds for the university and for exercising fiduciary responsibility over endowments and other philanthropic investments made to UMKC.
 
In 2016 the UMKC Foundation completed The Campaign for UMKC, a seven-year effort with a goal of raising $250 million in capital funding for UMKC. The campaign raised more than $302,530,000.   
Impact Statement

UMKC has a long list of accomplishments. Among them:

  • One of the Top 50 Most Underrated Colleges in America (Business Insider, 2015)
  • School of Pharmacy ranked No. 36 in the nation (U.S. News & World Report, 2016)
  • School of Law ranked No. 11 in the nation for innovation and No. 12 in the nation for practical training (National Jurist Magazine, 2016)
  • Henry W. Bloch School of Management among the five percent of business schools worldwide accredited by the Association to Advance Collegiate Schools of Business
  • Military Friendly School, (Victory Media, Inc., 2016)
  • 82 percent of faculty has doctoral or highest degree in their field
  • Eight current faculty members have won prestigious Guggenheim Fellowships
  • 15 students have been named Fulbright Scholars since 2000
  • Two Pulitzer Prize winners among faculty and staff
  • Community Engagement Classification recognizes UMKC's positive impact on community (Carnegie Foundation for the Advancement of Teaching, 2015)
  • A team of UMKC students and faculty received a prestigious R&D 100 Award - sometimes called the "Oscars of Invention"- for creating a nuclear detection device
  • UMKC students took first and second place at the 2016 Cross Examination Debate Association national championship, the first time since 2004 the same school had the top two speakers at the competition
  • Western Athletic Conference Men's Cross Country Champions 2017 and the Women's Cross Country took Third Place

The university is closely entwined with Kansas City, and many of its ongoing and proposed initiatives are at their root designed to enrich and support the urban community. 

Needs Statement

The UMKC Foundation continues its work of identifying additional resources for priority projects that will strengthen the university, such as:

  • A downtown arts campus for the UMKC Conservatory of Music and Dance
  • An engineering lab that will aid the growth of the School of Computing and Engineering
  • A practice facility for men’s and women’s basketball
  • Spencer Chemistry and School of Biological Sciences lab renovations
  • Ongoing support of student scholarships and endowed faculty chairs
Service Categories
Higher Education
Graduate & Professional Schools
Undergraduate Colleges
Areas of Service
International
National
MO
KS
MO - Jackson County
MO - Clay County
MO - Platte County
KS - Wyandotte County
KS - Johnson County
MO - Eastern Jackson Co
MO - Jackson County Urban Core
KS - Wyandotte County Urban Core
CEO/Executive Director/Board Chair Statement

From Thomas Bloch, UMKC Foundation board chair:

I have been a member of the UMKC Foundation board since 2009. Being involved in UMKC is a family legacy, but while my family’s involvement developed my interest, my commitment to the university is very personal.

Like all public institutions, UMKC is under financial pressure because of reduced funding. I don’t see that changing. Private funding is a critical component of the university’s success. The Foundation will continue to have a more central role in identifying other sources of revenue and assuring the university’s growth and vitality. This is not only essential to the university’s success, but Kansas City’s success as well. Every great city needs a great university.

As an urban, research-focused university, UMKC is perfectly positioned to play a leadership role. There’s strong momentum in many avenues. We have great partnerships in place and huge opportunities ahead. It’s unique that a lot of our support comes from non-alumni. That’s clearly a reflection that community leaders recognize the value of the university and are committed to its support.

With outstanding programs in business, entrepreneurship, music, dance, engineering and more, UMKC is helping prepare innovative, entrepreneurial leaders. Our university is an essential component of their success.

Programs
Description
UMKC is a vibrant, growing urban university. We value our role as a diverse university that places student success as a top priority. We work to offer an optimal learning environment for more than 16,000 graduate and undergraduate students, including top academic programs, student support and a vibrant campus community. We challenge our students to the highest levels of achievement. 
 
Our top goals include:
  • Leading in life and health sciences by attaining national recognition for research, expanding clinical practitioner training, and delivering outstanding health care.
  • Advancing urban engagement by becoming a model urban university that fully engages with the Kansas City community.
  • Excelling in the visual and performing arts with excellent programs that are central to campus life and that support Kansas City.
  • Embracing diversity by celebrating it in all aspects of university life, creating inclusive environments, culturally competent citizens and globally-oriented curricula and programs.
Category Education, General/Other Education, General/Other
Population Served General/Unspecified, ,
Short-Term Success

In the first year following a remarkably successful campaign which raised more than $302 million, the Foundation was proud to acknowledge a 10 percent increase in the number of both donors and gifts.  Our community has been both responsive and generous in support of a new lab building for the School of Computing and Engineering. We are overwhelmed by the support of a downtown arts campus from both community leaders and at the grassroots level. In a broad and consistent way, gifts from individuals and organizations contributed to university programming, including endowed chairs, innovative STEM curriculum and a number of capital improvements. 

By spring 2018 students, faculty and fellow Kansas Citians will enjoy the benefits of 51 Oak. The development will include a new UMKC Student and Health Center, 170 market-rate apartments and a six-story parking garage, as well as a Whole Foods Market.

Long-Term Success
UMKC's long-term success is closely related to Kansas City's long-term success. As Kansas City's top urban research university, we feel a strong responsibility for educating the students who will be this community's future.
 
By providing "high-impact" education practices, such as first-year and capstone seminars, undergraduate research, study abroad and internships and many other programs, we engage and retain students. UMKC empowers students to contribute to a demographically and technologically complex world. In particular, we enable them to be the future business and civic leaders who will enrich and enhance Kansas City.
Program Success Monitored By
We monitor success through the academic achievements of our students and faculty. Current faculty members include Guggenheim fellows and Pulitzer Prize winners. They are experts on a range of academic topics and have been recognized as such both nationally and globally.
 
In addition, UMKC has garnered a growing list of outside recognition.  The Carnegie Foundation selected the university to receive its coveted Community Engagement classification and Business Insider has named UMKC one of the 50 "most underrated" colleges in America.
Examples of Program Success

Ultimately, our success is measured by the number of students who enroll in our programs and the number of degrees we award. UMKC is proud to have awarded more than 3,600 degrees in 2016. The official enrollment for 2016 was 16,944, an increase of 1.46 percent over fall 2015. Students are enrolled in 177,785 credit hours, which is an increase of .90 percent. 

UMKC's enrollment growth comes at a time when the overall population of college-age people in the region has been declining and is forecast to continue downward for a few more years before returning to a growth pattern.  The fact that we are adding students despite this overall trend is one of the best examples of our continued success. 
CEO Comments

From Steven P. Norris, UMKC Foundation president:

Our continued success is rooted in the strength of both our internal and external partnerships. The promise of possibility lies at the core of each of the gifts donors made to the UMKC Foundation this past year. From creating the very best teaching and learning environment for students to expanding leading-edge research and discovery, we are seeing firsthand the transformational effect these gifts have in the lives of our students, faculty, staff and community.

The year ahead is full of more promise, thanks to significant contributions for a new School of Computing and Engineering Education and Resource Center, a proposed downtown arts campus and a recommitment to our basic sciences through support for a renovated Spencer Chemistry and Biological Sciences Building. Whether an urban planning student is designing the future of our city’s landscape, a medical student is training and learning to work with future patients or a Conservatory student is preparing to make an impact on the world of music, UMKC provides endless possibilities.

Executive Director/CEO
Executive Director Mr. Steven P. Norris
Term Start Jan 2015
Experience

Steven P. Norris plays an instrumental role in promoting a greater understanding of and support for the university’s mission, goals and major initiatives and is responsible for meeting the foundation’s annual fundraising goals.

Norris joined the foundation as its second president in January of 2015 after spending nearly 10 years at the University of Texas MD Anderson Cancer Center, most recently as executive director for development. Norris oversaw the annual fund, digital fundraising and planned giving. He was responsible for $50 million annually in fundraising. At UMKC, he oversaw the conclusion of the foundation’s first capital campaign, The Campaign for UMKC.   

Norris's fundraising career began in Kansas City as associate director of development for the Salvation Army of Kansas & Western Missouri. He holds a master’s degree in public administration from UMKC.
Co-CEO/Executive Director
Term Start 0
Compensation Last Year
Former CEOs
NameTerm
Murray M. Blackwelder July 2009 - Dec 2014
Staff
Paid Full-Time Staff 19
Paid Part-Time Staff 1
Volunteers 2800
Paid Contractors 1
Retention Rate 92%
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non-Management Formal Evaluation Yes
Non-Management Formal Evaluation Frequency Annually
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan Yes
Management Succession Plan Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations
UMKC partners with more than 200 organizations throughout the Greater Kansas City area.
External Assessment and Accreditations
Assessment/AccreditationYear
Higher Learning Commission of North Central Association of Colleges and Schools - 10 Year Accreditation2010
Awards
Award/RecognitionOrganizationYear
Best Law Schools for Black StudentsThe Black Student's Guide to Law School2013
Guide to 332 Green CollegesPrinceton Review, U.S. Green Building Council2014
Top 10 online graduate nursing programsU.S. News & World Report2015
Top Pharmacy Graduate ProgramsGraduateprogram.com2015
Top 30 Best Graduate Nursing ProgramsU.S. News & World Report2015
No. 7 in the Midwest for Family Medicine residency programsDoximity in collaboration with U.S. News & World Report2015
No. 34 on list of 50 Most Underrated Colleges in AmericaBusiness Insider2015
Military Friendly SchoolVictory Media, Inc.2016
School of Pharmacy ranked #36 in the nationU.S. News and World Report2016
School of Law #11 for Innovation and #12 for Practical TrainingJurist Magazine2016
Government Licenses
Is your organization licensed by the government? No
CEO Comments Visit the UMKC website at umkc.edu for more details about programs, community initiatives and educational opportunities. Visit www.umkcfoundation.org for more information about fundraising priorities. If you have questions and would like to speak to an individual, please call the UMKC Foundation at 816-235-5778 or toll-free at 1-800-662-8652.
Board Chair
Board Chair Mr. Thomas M. Bloch
Company Affiliation Co-Founder and President Emeritus, University Academy
Term June 2016 to June 2018
Email contact@umkcfoundation.org
Board Members
NameAffiliation
Barbara A. Bichelmeyer Interim Chancellor and Provost, UMKC
Thomas M. Bloch President and Co-Founder, University Academy
Terrence P. Dunn Corporate Director, Investor, Civic and Charitable Affairs
Warren K. Erdman Executive Vice President Administration and Corporate Affairs Kansas City Southern
Gary Forsee Past President, University of Missouri System; Former CEO, Sprint Corp.
Thomas D. Hyde Executive Vice President (Ret.), Legal Ethics and Corporate Security Wal-Mart Stores Inc.
Natalie "Nikki" Krawitz Past Vice President for Finance & Administration, University of Missouri
Jerry D. Reece Chairman Emeritus, ReeceNichols Real Estate
Robert D. Regnier President and CEO, Bank of Blue Valley
Nelson R. Sabates M.D.President and CEO, Sabates Eye Centers
John J. Sherman MLP Holdings, LLC
Elizabeth T. (Betsey) Solberg Executive Consultant, Fleishman-Hillard
L. Josh Sosland Editor, Sosland Publishing
Kent W. Sunderland Vice Chairman and Secretary, Ash Grove Cement Co.
Joel B. Voran Chairman, Lathrop & Gage, LLP
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 14
Hispanic/Latino 1
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 12
Female 3
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 75%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 95%
Percentage Making In-Kind Contributions 10%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 4
Standing Committees
Executive
Finance
Investment
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Nominating
Audit
CEO Comments Visit the UMKC website at umkc.edu for more details about programs, community initiatives, and educational opportunities. Visit the Foundation website at umkcfoundation.org for more information regarding fundraising priorities. If you have questions and would like to speak to an individual, please call the UMKC Foundation at 816-235-5778 or toll-free at 1-800-662-8652.
Financials
Fiscal Year Start July 01, 2017
Fiscal Year End June 30, 2018
Projected Revenue $2,409,353
Projected Expenses $2,490,755
Endowment Value $37,360,228
Spending Policy Income Only
IRS Letter of Exemption
Foundation Comments
  • FYE 6/30/2015, 2014, 2013: Financial data reported using IRS Form 990. 
  • Foundation/corporate revenue line items may include contributions from individuals.
Detailed Financials
 
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$3,640,165$5,278,831$1,695,916
Government Contributions$0$0$0
Federal----$0
State----$0
Local----$0
Unspecified$0$0$0
Individual Contributions----$0
$0$0$0
$2,277,744$2,207,124$2,120,749
Investment Income, Net of Losses$2,583,037$1,478,871$294,791
Membership Dues$0$0$0
Special Events$0$0$0
Revenue In-Kind$1,059$866$0
Other$0$0$0
Expense Allocation
Fiscal Year201520142013
Program Expense$2,699,047$1,317,936$1,163,457
Administration Expense$1,673,406$1,735,352$1,769,288
Fundraising Expense$576,968$432,239$427,149
Payments to Affiliates----$0
Total Revenue/Total Expenses1.722.571.22
Program Expense/Total Expenses55%38%35%
Fundraising Expense/Contributed Revenue16%8%25%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$40,872,170$39,740,955$32,042,495
Current Assets$3,405,179$4,750,611$5,336,237
Long-Term Liabilities$0$0$0
Current Liabilities$86,068$100,857$102,207
Total Net Assets$40,786,102$39,640,098$31,940,288
Short-Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities39.5647.1052.21
Long-Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountIndividual Donor $1,000,000Anonymous $2,000,000Anonymous $1,000,000
Second Highest Funding Source & Dollar AmountIndividual Donor $750,000Anonymous $1,500,500Anonymous $259,900
Third Highest Funding Source & Dollar AmountFriends of Psychiatry Foundation $500,000Anonymous $255,000Anonymous $100,000
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years Yes
Organization Name UMKC Foundation
Address 5115 Oak St.
202 Administrative Center
Kansas City, MO 64112
Primary Phone (816) 235-5778
CEO/Executive Director Mr. Steven P. Norris
Board Chair Mr. Thomas M. Bloch
Board Chair Company Affiliation Co-Founder and President Emeritus, University Academy
Year of Incorporation 2009