Form 990 for tax year 2022

Filed by KANSAS CITY ESTATE PLANNING SYMPOSIUM.

What the amendment changed

Compared with the return it replaced , filed 15 November 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue: $307,792 changed to $330,591
Total expenses: $295,516 changed to $331,521
Grants paid: $37,410 changed to $20,000
Program service revenue: $315,235 changed to $331,208
Investment income: -$7,583 changed to -$617
Other revenue: $140 changed to $0
Total assets, end of year: $486,768 changed to $467,037
Net assets or fund balances, end of year: $486,768 changed to $467,037
Program services expenses: $229,213 changed to $268,778
Management and general expenses: $66,303 changed to $62,743
Program service expenses (Part III): $229,213 changed to $268,778

Listed only on the earlier return

AUSTIN J KEISER
H JOSEPH PRICE JR
JANE N LAMPO
MARK H GILGUS

Totals

Total revenue: $330,591
Total expenses: $331,521
Contributions and grants received: $0
Grants paid: $20,000
Program service revenue: $331,208
Investment income: -$617
Other revenue: $0
Total assets, end of year: $467,037
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $467,037
Program services expenses (Part IX): $268,778
Management and general expenses: $62,743
Fundraising expenses: $0
Program service expenses (Part III): $268,778

Program services were 81.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

2a · Program service revenue: SYMPOSIUM PROGRAM

total $331,208 · related or exempt $331,208
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $4,984 · excluded $4,984
6c · Rental income or loss

real property $0 · personal property $0
7a · Gross sales of assets other than inventory

securities $41,300
7b · Less cost or other basis and sales expenses

securities $46,901
7c · Gain or loss

securities -$5,601 · other assets $0
7d · Net gain or loss

total -$5,601 · excluded -$5,601
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $20,000 · program services $20,000
6 · Compensation of disqualified persons

total $27,000 · management and general $27,000
11a · Fees: management

total $33,030 · management and general $33,030
11c · Fees: accounting

total $2,600 · management and general $2,600
11f · Fees: investment management

total $113 · management and general $113
11g · Fees: other

total $42,887 · program services $42,887 · management and general $0 · fundraising $0
13 · Office expenses

total $6,152 · program services $6,152
14 · Information technology

total $37,208 · program services $37,208
17 · Travel

total $8,450 · program services $8,450
19 · Conferences, conventions and meetings

total $150,277 · program services $150,277
24a · Other expenses: PHOTOGRAPHY

total $3,500 · program services $3,500
24b · Other expenses: STUDENT PROGRAMS

total $304 · program services $304
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $92,679 · end of year $92,030
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
10a · Land, buildings and equipment: cost or other basis

$0
10b · Land, buildings and equipment: accumulated depreciation

$0
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $0
11 · Investments: publicly traded securities

beginning of year $394,089 · end of year $375,007
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
15 · Other assets

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $486,768 · end of year $467,037

Mission and programs · 2022

Mission

TO PROVIDE PROFESSIONAL EDUCATION ON THE SUBJECT OF ESTATE PLANNING.

THE KANSAS CITY ESTATE PLANNING SYMPOSIUM PROVIDES PROFESSIONAL EDUCATION COURSES IN ESTATE PLANNING TECHNIQUES TO PARTICIPATING PRACTICE PROFESSIONALS. THERE WERE OVER 650 ATTENDEES TO THE SYMPOSIUM EVENTS IN THE FIRST HALF OF 2023.

Expenses $268,778 · Grants $20,000 · Revenue $331,208

As filed on the 2022 return.

Listed in Part VII

COREY ZIEGLER

CHAIR

Total calculated

$0

Hours/week

1
CRAIG C REAVES

PAST CHAIR

Total calculated

$0

Hours/week

1
JENNA HAUSCHILD

TREASURER

Total calculated

$0

Hours/week

1
SHELLIE BILLAU

PAST CHAIR

Total calculated

$0

Hours/week

1
ALEXANDER EDELMAN

DIRECTOR

Total calculated

$0

Hours/week

1
ANDREW S FELKER

CHAIR ELECT

Total calculated

$0

Hours/week

1
CHRISTINE M GRAHAM

DIRECTOR

Total calculated

$0

Hours/week

1
CHRISTOPHER J ANDERSON

DIRECTOR

Total calculated

$0

Hours/week

1
DANIEL P WHEELER

DIRECTOR

Total calculated

$0

Hours/week

1
DONALD FRIEND II

DIRECTOR

Total calculated

$0

Hours/week

1
ERIN L ANDERSON

DIRECTOR

Total calculated

$0

Hours/week

1
HEATH HOOBING

DIRECTOR

Total calculated

$0

Hours/week

1
HEATHER COUNTS

DIRECTOR

Total calculated

$0

Hours/week

1
JASON SIMMONS

DIRECTOR

Total calculated

$0

Hours/week

1
JESSICA KINNARD

DIRECTOR

Total calculated

$0

Hours/week

1
JOSEPH D GROWNEY

DIRECTOR

Total calculated

$0

Hours/week

1
JULIE A WELCH

DIRECTOR

Total calculated

$0

Hours/week

1
KEVIN R JOHNSON

DIRECTOR

Total calculated

$0

Hours/week

1
LYNN D COCKLE

DIRECTOR

Total calculated

$0

Hours/week

1
M SUZANNE HALL

DIRECTOR

Total calculated

$0

Hours/week

1
PAUL R HIMMELSTEIN

DIRECTOR

Total calculated

$0

Hours/week

1
PETER PHILLIPS

DIRECTOR

Total calculated

$0

Hours/week

1
PROF CHRISTOPHER R HOYT

DIRECTOR

Total calculated

$0

Hours/week

1
REBECCA ANN GODFREY

DIRECTOR

Total calculated

$0

Hours/week

1
ROCHELLE FALK

DIRECTOR

Total calculated

$0

Hours/week

1
RUSSELL E UTTER JR

DIRECTOR

Total calculated

$0

Hours/week

1
SCOTT E BLAKESLEY

DIRECTOR

Total calculated

$0

Hours/week

1
STACEY JANSSEN

DIRECTOR

Total calculated

$0

Hours/week

1
STEVE JOHNSON

DIRECTOR

Total calculated

$0

Hours/week

1
LORI MAHER MCCOMBS

EXECUTIVE DIRECTOR

Total calculated

$0

Hours/week

10

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

THE LAW FOUNDATION OF UMKC

$20,000

EDUCATIONAL SCHOLARSHIP

Provenance

Return type: form_990
Tax year: 2022
Filed: 30 October 2024
IRS schema version: 2022v5.0
Source object: 202413049349301806

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