Form 990 for tax year 2022
Filed by KANSAS CITY ESTATE PLANNING SYMPOSIUM.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 30 October 2024. 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 KeiserAUSTIN J KEISER
- H Joseph Price JrH JOSEPH PRICE JR
- Jane N LampoJANE N LAMPO
- Mark H GilgusMARK H GILGUS
Totals
- Total revenue
- $307,792
- Total expenses
- $295,516
- Contributions and grants received
- $0
- Grants paid
- $37,410
- Program service revenue
- $315,235
- Investment income
- -$7,583
- Other revenue
- $140
- Total assets, end of year
- $486,768
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $486,768
- Program services expenses (Part IX)
- $229,213
- Management and general expenses
- $66,303
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $229,213
Program services were 77.6% 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: SYMPPOSIUM PROGRAM
total $315,235 · related or exempt $315,235
-
3 · Investment income
total $8,512 · excluded $8,512
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $236,305
-
7b · Less cost or other basis and sales expenses
securities $252,400
-
7c · Gain or loss
securities -$16,095
-
7d · Net gain or loss
total -$16,095 · excluded -$16,095
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: COGS REIMBURSEMENT
total $140 · excluded $140
-
11d · All other revenue
total $140 · excluded $140
-
11e · Other revenue, total
$140
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $37,410 · program services $37,410
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $33,000 · management and general $33,000
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $31,106 · management and general $31,106
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $2,000 · management and general $2,000
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $197 · management and general $197
-
11g · Fees: other
total $33,773 · program services $33,773 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $1,240 · program services $1,240
-
13 · Office expenses
total $2,993 · program services $2,993
-
14 · Information technology
total $11,179 · program services $11,179
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $9,972 · program services $9,972
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $124,881 · program services $124,881
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: PHOTOGRAPHY
total $4,438 · program services $4,438
-
24b · Other expenses: STUDENT PROGRAMS
total $3,248 · program services $3,248
-
24c · Other expenses: OTHER TAXES
total $79 · program services $79
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $69,644 · end of year $92,679
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
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
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $401,920 · end of year $394,089
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $5,000 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $0
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
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
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $476,564 · end of year $486,768
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 2022.
Expenses $229,213 · Grants $37,410 · Revenue $315,235
As filed on the 2022 return.
Listed in Part VII
-
Lori Maher McCombsLORI MAHER MCCOMBS
EXECUTIVE DIRECTOR
- Total calculated
- $33,000
- From this org
- $33,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Christopher J AndersonCHRISTOPHER J ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shellie BillauSHELLIE BILLAU
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Scott E BlakesleySCOTT E BLAKESLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lynn D CockleLYNN D COCKLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alexander EdelmanALEXANDER EDELMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew S FelkerANDREW S FELKER
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Donald Friend IIDONALD FRIEND II
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heather CountsHEATHER COUNTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark H GilgusMARK H GILGUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca Ann GodfreyREBECCA ANN GODFREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine M GrahamCHRISTINE M GRAHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph D GrowneyJOSEPH D GROWNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul R HimmelsteinPAUL R HIMMELSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Prof Christopher R HoytPROF CHRISTOPHER R HOYT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Austin J KeiserAUSTIN J KEISER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jane N LampoJANE N LAMPO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jenna HauschildJENNA HAUSCHILD
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Erin L AndersonERIN L ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
H Joseph Price JrH JOSEPH PRICE JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Craig C ReavesCRAIG C REAVES
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Russell E Utter JrRUSSELL E UTTER JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie A WelchJULIE A WELCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daniel P WheelerDANIEL P WHEELER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Corey ZieglerCOREY ZIEGLER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Steve JohnsonSTEVE JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter PhillipsPETER PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
M Suzanne HallM SUZANNE HALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin R JohnsonKEVIN R JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stacey JanssenSTACEY JANSSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rochelle FalkROCHELLE FALK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica KinnardJESSICA KINNARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heath HoobingHEATH HOOBING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason SimmonsJASON SIMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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
-
$37,410
EDUCATIONAL SCHOLARSHIP
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323199349317527
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