KANSAS CITY ESTATE PLANNING SYMPOSIUM (EIN 431275325) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Phone

8164894305

Tax Period

2023-08-01 to 2024-07-31

KANSAS CITY ESTATE PLANNING SYMPOSIUM, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $432K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $377K left a modest 13% surplus.

Mission

TO PROVIDE PROFESSIONAL EDUCATION ON THE SUBJECT OF ESTATE PLANNING.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $426,229

Investment Income $5,356

Other Revenue $0

TOTAL REVENUE $431,585

Expense Breakdown

Grants Paid $10,258

Salaries & Benefits $48,000

Fundraising Expenses $0

Program Expenses $282,920

Other Expenses $318,761

TOTAL EXPENSES $377,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$431,585	$330,591	+0.3%
Expenses	$377,019	$331,521	+0.1%
Net Income	$54,566	$-930	-59.7%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW S FELKER	CHAIR	1.0	Officer Director	$0	$0	$0
COREY ZIEGLER	PAST CHAIR	1.0	Officer Director	$0	$0	$0
CRAIG C REAVES	PAST CHAIR	1.0	Officer Director	$0	$0	$0
JENNA HAUSCHILD	TREASURER	1.0	Officer Director	$0	$0	$0
ALEXANDER EDELMAN	DIRECTOR	1.0	Director	$0	$0	$0
CHRISTINE M GRAHAM	DIRECTOR	1.0	Director	$0	$0	$0
CHRISTOPHER J ANDERSON	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
HEATHER COUNTS	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
KEVIN R JOHNSON	DIRECTOR	1.0	Director	$0	$0	$0
LYNN D COCKLE	DIRECTOR	1.0	Director	$0	$0	$0
M SUZANNE HALL	CHAIR ELECT	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
PROF CHRISTOPHER R HOYT	DIRECTOR	1.0	Director	$0	$0	$0
REBECCA ANN GODFREY	DIRECTOR	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
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
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

KANSAS CITY ESTATE PLANNING SYMPOSIUM