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Nonprofiteer
← KANSAS CITY ESTATE PLANNING SYMPOSIUM

Form 990 for tax year 2023

Filed by KANSAS CITY ESTATE PLANNING SYMPOSIUM.

Totals

Total revenue
$431,585
Total expenses
$377,019
Contributions and grants received
$0
Grants paid
$10,258
Program service revenue
$426,229
Investment income
$5,356
Other revenue
$0
Total assets, end of year
$570,829
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$570,829
Program services expenses (Part IX)
$282,920
Management and general expenses
$94,099
Fundraising expenses
$0
Program service expenses (Part III)
$282,920

Program services were 75.0% 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 $426,229 · related or exempt $426,229

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $10,541 · excluded $10,541

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $182,596 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $187,781 · other assets $0

  • 7c · Gain or loss

    securities -$5,185 · other assets $0

  • 7d · Net gain or loss

    total -$5,185 · excluded -$5,185

  • 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 $10,258 · program services $10,258

  • 6 · Compensation of disqualified persons

    total $48,000 · management and general $48,000

  • 11a · Fees: management

    total $36,831 · management and general $36,831

  • 11c · Fees: accounting

    total $2,975 · management and general $2,975

  • 11f · Fees: investment management

    total $221 · management and general $221

  • 11g · Fees: other

    total $34,050 · program services $34,050 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $24,283 · program services $24,283

  • 14 · Information technology

    total $44,530 · program services $38,515 · management and general $6,015

  • 17 · Travel

    total $17,210 · program services $17,210

  • 19 · Conferences, conventions and meetings

    total $154,633 · program services $154,633

  • 23 · Insurance

    total $769 · program services $769

  • 24e · All other expenses

    total $3,259 · program services $3,202 · management and general $57 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $92,030 · end of year $82,895

  • 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 $375,007 · end of year $487,934

  • 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 $467,037 · end of year $570,829

Mission and programs · 2023

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 800 ATTENDEES TO THE SYMPOSIUM EVENTS DURING THE 2024 FISCAL YEAR.

    Expenses $282,920 · Grants $10,258 · Revenue $426,229

As filed on the 2023 return.

Listed in Part VII

  • Andrew S Felker

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Corey Ziegler

    PAST 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

  • Alexander Edelman

    DIRECTOR

    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

  • 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

    CHAIR ELECT

    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

  • Shellie Billau

    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

Provenance

Return type
form_990
Tax year
2023
Filed
16 June 2025
IRS schema version
2023v6.0
Source object
202531679349301093

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