KANSAS CITY ESTATE PLANNING SYMPOSIUM

EIN 43-1275325 KANSAS CITY, MO

Revenue 2024: $447,823
Expenses 2024: $397,875

Program services were 75.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection: 03
NTEE code: A99Z
Classification: 2000
Street: 1201 WALNUT ST STE 1700

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

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 $299,191 · Grants $10,660 · Revenue $433,126

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

ANDREW S FELKER

PAST CHAIR

Total calculated

$0

Hours/week

1
COREY ZIEGLER

PAST CHAIR

Total calculated

$0

Hours/week

1
JENNA HAUSCHILD

TREASURER

Total calculated

$0

Hours/week

1
M SUZANNE HALL

CHAIR

Total calculated

$0

Hours/week

1
ALEXANDER EDELMAN

DIRECTOR

Total calculated

$0

Hours/week

1
CRAIG C REAVES

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
JARED ROBERTS

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
KELSEY JOHNSON

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
PAUL R HIMMELSTEIN

DIRECTOR

Total calculated

$0

Hours/week

1
PETER PHILLIPS

DIRECTOR

Total calculated

$0

Hours/week

1
REBECCA ANN GODFREY

CHAIR ELECT

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

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

2024

Revenue

$447,823

Expenses

$397,875

Contributions

$0

Grants paid

$10,660
2023

Revenue

$431,585

Expenses

$377,019

Contributions

$0

Grants paid

$10,258
2022

Revenue

$307,792

Expenses

$295,516

Contributions

$0

Grants paid

$37,410
2022

Revenue

$330,591

Expenses

$331,521

Contributions

$0

Grants paid

$20,000

Tax year	Revenue	Expenses	Contributions	Grants paid
2024	$447,823	$397,875	$0	$10,660
2023	$431,585	$377,019	$0	$10,258
2022	$307,792	$295,516	$0	$37,410
2022	$330,591	$331,521	$0	$20,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

2021 · 990

Revenue

$307,567

Expenses

$177,814

Assets (EOY)

$476,564
2020 · 990

Revenue

$154,425

Expenses

$140,000

Assets (EOY)

$346,811
2019 · 990

Revenue

$301,653

Expenses

$242,547

Assets (EOY)

$297,068
2018 · 990

Revenue

$286,913

Expenses

$269,443

Assets (EOY)

$237,962
2017 · 990

Revenue

$221,389

Expenses

$250,098

Assets (EOY)

$220,492
2016 · 990

Revenue

$235,847

Expenses

$206,643

Assets (EOY)

$249,201
2015 · 990

Revenue

$223,680

Expenses

$184,473

Assets (EOY)

$219,997
2014 · 990-EZ

Revenue

$189,390

Expenses

$149,422

Assets (EOY)

$180,790
2013 · 990-EZ

Revenue

$166,039

Expenses

$166,316

Assets (EOY)

$140,822
2012 · 990-EZ

Revenue

$174,474

Expenses

$145,032

Assets (EOY)

$141,099

Tax year	Form	Revenue	Expenses	Assets (EOY)
2021	990	$307,567	$177,814	$476,564
2020	990	$154,425	$140,000	$346,811
2019	990	$301,653	$242,547	$297,068
2018	990	$286,913	$269,443	$237,962
2017	990	$221,389	$250,098	$220,492
2016	990	$235,847	$206,643	$249,201
2015	990	$223,680	$184,473	$219,997
2014	990-EZ	$189,390	$149,422	$180,790
2013	990-EZ	$166,039	$166,316	$140,822
2012	990-EZ	$174,474	$145,032	$141,099

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

THE LAW FOUNDATION OF UMKC

$20,000

2022 EDUCATIONAL SCHOLARSHIP
THE LAW FOUNDATION OF UMKC

$10,660

2024 EDUCATIONAL SCHOLARSHIP
THE LAW FOUNDATION OF UMKC

$10,258

2023 EDUCATIONAL SCHOLARSHIP

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.