KANSAS CITY ESTATE PLANNING SYMPOSIUM

EIN: 431275325 501(c)(3) Arts, Culture & Humanities

KANSAS CITY, MO

Total Revenue
$447,823
Total Expenses
$397,875
Total Assets
$641,415
Net Assets
$641,415
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
MO
Phone
8164894305
Tax Period
2024-08-01 to 2025-07-31

KANSAS CITY ESTATE PLANNING SYMPOSIUM, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $448K in total revenue in fiscal year 2024. Expenses of $398K left a modest 11% surplus.

Mission

TO PROVIDE PROFESSIONAL EDUCATION ON THE SUBJECT OF ESTATE PLANNING.

Program Service Accomplishments

Program 1
Expenses: $299,191 Revenue: $433,126

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $433,126
Investment Income $14,697
Other Revenue $0
TOTAL REVENUE $447,823

Expense Breakdown

Grants Paid $10,660
Salaries & Benefits $48,000
Fundraising Expenses $0
Program Expenses $299,191
Other Expenses $339,215
TOTAL EXPENSES $397,875

Year-over-Year Comparison

2024 2023 Change
Revenue $447,823 $431,585 +0.0%
Expenses $397,875 $377,019 +0.1%
Net Income $49,948 $54,566 -0.1%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
27
Independent Members
27
Employees
N/A
Volunteers
27

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
27
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANDREW S FELKER PAST CHAIR 1.0
Officer Director
$0 $0 $0
COREY ZIEGLER PAST CHAIR 1.0
Officer Director
$0 $0 $0
JENNA HAUSCHILD TREASURER 1.0
Officer Director
$0 $0 $0
M SUZANNE HALL CHAIR 1.0
Officer Director
$0 $0 $0
ALEXANDER EDELMAN DIRECTOR 1.0
Director
$0 $0 $0
CRAIG C REAVES DIRECTOR 1.0
Director
$0 $0 $0
DANIEL P WHEELER DIRECTOR 1.0
Director
$0 $0 $0
ERIN L ANDERSON DIRECTOR 1.0
Director
$0 $0 $0
HEATH HOOBING DIRECTOR 1.0
Director
$0 $0 $0
JARED ROBERTS DIRECTOR 1.0
Director
$0 $0 $0
JASON SIMMONS DIRECTOR 1.0
Director
$0 $0 $0
JESSICA KINNARD DIRECTOR 1.0
Director
$0 $0 $0
JOSEPH D GROWNEY DIRECTOR 1.0
Director
$0 $0 $0
JULIE A WELCH DIRECTOR 1.0
Director
$0 $0 $0
KELSEY JOHNSON DIRECTOR 1.0
Director
$0 $0 $0
KEVIN R JOHNSON DIRECTOR 1.0
Director
$0 $0 $0
LYNN D COCKLE DIRECTOR 1.0
Director
$0 $0 $0
PAUL R HIMMELSTEIN DIRECTOR 1.0
Director
$0 $0 $0
PETER PHILLIPS DIRECTOR 1.0
Director
$0 $0 $0
REBECCA ANN GODFREY CHAIR ELECT 1.0
Director
$0 $0 $0
ROCHELLE FALK DIRECTOR 1.0
Director
$0 $0 $0
RUSSELL E UTTER JR DIRECTOR 1.0
Director
$0 $0 $0
SCOTT E BLAKESLEY DIRECTOR 1.0
Director
$0 $0 $0
SHELLIE BILLAU DIRECTOR 1.0
Director
$0 $0 $0
STACEY JANSSEN DIRECTOR 1.0
Director
$0 $0 $0
STEVE JOHNSON DIRECTOR 1.0
Director
$0 $0 $0
TERRI MUNSELL DIRECTOR 1.0
Director
$0 $0 $0
LORI MAHER MCCOMBS EXECUTIVE DIRECTOR 10.0
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $447,823 $397,875 $641,415 $49,948
2024 $431,585 $377,019 $570,829 $54,566
2023 $330,591 $331,521 $467,037 $-930
2022 $307,792 $295,516 $486,768 $12,276
2021 $307,567 $177,814 $476,564 $129,753
2020 $154,425 $140,000 $346,811 $14,425
2019 $301,653 $242,547 $297,068 $59,106
2018 $286,913 $269,443 $237,962 $17,470
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