LEES SUMMIT EDUCATIONAL FOUNDATION INC

EIN: 431615117 501(c)(3) Philanthropy & Grantmaking

LEES SUMMIT, MO

Total Revenue
$1,177,970
Total Expenses
$503,585
Total Assets
$10,258,697
Net Assets
$10,052,529
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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
1993
Legal Domicile
MO
Principal Officer
CHRISTINA A SYMES
Phone
8169861015
Tax Period
2024-07-01 to 2025-06-30

LEES SUMMIT EDUCATIONAL FOUNDATION INC, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $674K, a strong 57% operating margin.

Mission

THE LEE'S SUMMIT EDUCATIONAL FOUNDATION PROMOTES EXCELLENCE IN EDUCATION BY AWARDING GIFTS, GRANTS AND SCHOLARSHIPS TO EDUCATIONAL AREAS WITHIN THE LEE'S SUMMIT R-7 SCHOOL DISTRICT THAT ARE EFFECTIVE, ESSENTIAL AND IN NEED OF ADDITIONAL FUNDING. WE DO THAT BY GENERATING AND GUIDING PHILANTHROPIC RESOURCES THROUGH PERSONAL AND CORPORATE CONTRIBUTIONS, PLANNED GIVING, AND EVENTS.

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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 $556,012
Program Service Revenue $0
Investment Income $523,949
Other Revenue $98,009
TOTAL REVENUE $1,177,970

Expense Breakdown

Grants Paid $138,605
Salaries & Benefits $0
Fundraising Expenses $12,857
Program Expenses $380,273
Other Expenses $364,980
TOTAL EXPENSES $503,585

Year-over-Year Comparison

2024 2023 Change
Revenue $1,177,970 $917,415 +0.3%
Expenses $503,585 $542,949 -0.1%
Net Income $674,385 $374,466 +0.8%
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

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
130

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
6
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROB BINNEY DIRECTOR N/A
Director
$0 $0 $0
BETH CORY DIRECTOR N/A
Director
$0 $0 $0
ROXANNE EVANS SECRETARY N/A
Officer Director
$0 $0 $0
TRISH FREVERT PRESIDENT N/A
Officer Director
$0 $0 $0
REGINA GARRETT DIRECTOR N/A
Director
$0 $0 $0
CLINT HAYNES TREASURER N/A
Officer Director
$0 $0 $0
TOM JACKSON VICE PRESIDE N/A
Officer Director
$0 $0 $0
STEPHANIE KANE-PARRISH DIRECTOR N/A
Director
$0 $0 $0
ROSALIE NEWKIRK PAST PRESIDE N/A
Officer Director
$0 $0 $0
MORGAN PEARCY DIRECTOR N/A
Director
$0 $0 $0
CHRISTINA A SYMES EXEC DIRECTO N/A
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 $1,177,970 $503,585 $10,258,697 $674,385
2024 $917,415 $542,949 $9,040,046 $374,466
2023 $831,976 $667,553 $8,003,244 $164,423
2022 $938,648 $660,436 $7,418,187 $278,212
2021 $1,198,570 $415,653 $8,314,798 $782,917
2020 $934,390 $487,624 $6,872,927 $446,766
2019 $762,081 $502,020 $6,356,390 $260,061
2018 $2,566,178 $640,892 $6,031,435 $1,925,286
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