2026-02-10T01:20:11-06:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990 2024-07-01 436066887 UMKC ALUMNI ASSOCIATION UMKC 8162352332 5115 OAK STREET 202 KANSAS CITY MO 64112 LAWRENCE TAFT TREASURER & VP OF FINANCE 8162352332 2026-02-01 1 1 NICOLE D DOBSON CPA P00981782 8165259699 2026-02-01 2024 2025-03-06 01:10:19Z MOLLY KERR 5115 OAK STREET 202 KANSAS CITY MO 64112 175307 0 X WWW.UMKCALUMNI.COM X 1966 MO TO PROVIDE A LINK FOR ALUMNI AND FRIENDS TO SUPPORT THE MISSION AND GOALS OF THE UNIVERSITY. 30 30 0 30 0 0 84631 89513 0 0 52403 44926 -27112 -34766 109922 99673 53133 33551 0 0 0 0 0 0 0 13722 24491 66855 58042 43067 41631 1026417 1082772 4072 941 1022345 1081831 THE MISSION OF THE ASSOCIATION IS TO PROVIDE A LIFETIME LINK TO UMKC FOR ALUMNI AND FRIENDS TO SUPPORT THE MISSION AND GOALS OF THE UNIVERSITY AND HELP IT ACHIEVE ITS POTENTIAL. 0 0 33551 33551 25426 ALUMNI PROGRAMS, AWARDS, GRANTS AND RECEPTIONS. 33551 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X ANDRY S JOSWARA 8162352756 5115 OAK STREET ADMIN CENTER 224 KANSAS CITY MO 64112 X MOLLY KERR PRESIDENT 0.50 X X 0 0 0 LISA FOLSCORFT PRESIDENT ELECT 0.50 X X 0 0 0 EUGENE AGEE TREASURER/VP-FINANCE (THRU 6/30/25) 0.50 X X 0 0 0 GARY SAGE VP-MARKETING & COMMUNICATIONS 0.50 X X 0 0 0 LATRINA WEEKLY VP-MULTICULTURAL & COMMUNITY AFFAIRS 0.50 X X 0 0 0 JAMES MAIDEN VP-LEADERSHIP 0.50 X X 0 0 0 JIM HOGAN VP-RECOGNITION 0.50 X X 0 0 0 JOSEPH P SPALITTO IMMEDIATE PAST PRESIDENT 0.50 X X 0 0 0 DOUGLAS ENDERLE DIRECTOR-AT-LARGE 0.50 X 0 0 0 JOSE FAUS DIRECTOR-AT-LARGE 0.50 X 0 0 0 CHARNISSA HOLLIDAY SCOTT DIRECTOR-AT-LARGE 0.50 X 0 0 0 MELISSA ROBINSON DIRECTOR-AT-LARGE 0.50 X 0 0 0 JOSEPH SEABROOKS DIRECTOR-AT-LARGE 0.50 X 0 0 0 M FAHIM SIDDIQUI DIRECTOR-AT-LARGE 0.50 X 0 0 0 LAWRENCE TAFT DIRECTOR-AT-LARGE 0.50 X 0 0 0 DANIEL THOMAS DIRECTOR-AT-LARGE 0.50 X 0 0 0 ANNA THOMAS-RIOS DIRECTOR-AT-LARGE 0.50 X 0 0 0 JACQUELINE THOMPSON DIRECTOR-AT-LARGE 0.50 X 0 0 0 YASMEN HASSEN STUDENT DIRECTOR 0.50 X 0 0 0 ROBERTO QUINTANILLA PRES-BLOCH ALUMNI BOARD 0.50 X 0 0 0 CLAYTON DELONG PRES-CON ALUMNI BOARD 0.50 X 0 0 0 KAMERA MEANEY PRES-HSS ALUMNI BOARD 0.50 X 0 0 0 BRENNAN DELANEY PRES-LAW ALUMNI BOARD 0.50 X 0 0 0 ALEXMARIE GOMEZ PRES-SOD-DENTAL HYGIENE ALUMNI BOARD 0.50 X 0 0 0 MICHAEL LEBLANC PRES-SOD ALUMNI BOARD 0.50 X 0 0 0 DION LUCAS PRES-SOESWPS ALUMNI BOARD 0.50 X 0 0 0 RALPH WUEBKER PRES-SOM ALUMNI BOARD 0.50 X 0 0 0 JACOB SUMNER PRES-SONHS ALUMNI BOARD 0.50 X 0 0 0 BRIAN WOLTKAMP PRES-SSE ALUMNI BOARD 0.50 X 0 0 0 MELINDA JOHNSON PRES-SOP ALUMNI BOARD 0.50 X 0 0 0 0 0 0 0 0 0 0 0 64623 24890 89513 9802 9802 21831 21831 35124 0 35124 35124 35124 15442 64623 75634 -60192 -60192 MISCELLANEOUS INCOME 611710 3595 3595 3595 99673 25426 0 -15266 33551 33551 2034 2034 10450 10450 2940 2940 1932 1932 5635 5635 ENTERTAINMENT 1500 1500 58042 33551 24491 0 315343 329654 951 1000 1020 882 687345 726045 21758 25191 1026417 1082772 4072 941 4072 941 X 923108 977476 99237 104355 1022345 1081831 1026417 1082772 41631 17855 0 X 1 X 0 1 0 X 40798 132508 124930 84631 89513 472380 40798 132508 124930 84631 89513 472380 3363 469017 39168 43973 14361 17218 31633 146353 698 3442 3625 1771 3595 13131 631864 0.74230 0.84400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 767721 2757 69665 25228 3376 811539 721921 1933 70631 23519 3245 767721 759520 1000 23982 22516 40065 721921 771537 16831 -3746 22051 3051 759520 634098 11042 151161 21752 3012 771537 0.87140 0.00000 0.12860 0 0 0 INVESTMENTS 726045 F 726045 188044 17855 70516 88371 99673 0 99673 133676 75634 75634 58042 0 58042 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING REVENUES 75,634. INVESTMENT INCOME AND NET ASSETS FROM RESTRICTIONS -5,118. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING REVENUES 75,634. ALUMNI AWARD EVENT 59200 50260 8940 11158 8639 450 36137 SCE GOLF TOURNAMENT 15975 10938 5037 941 6397 1 4890 3425 1465 11912 80065 64623 15442 11158 9580 450 54446 75634 -60192 1 UNIVERSITY OF MISSOURI- KANSAS CITY 5100 ROCKHILL RD KANSAS CITY MO 64110 436003859 501(C)(3) 20081 0 STUDENT SUPPORT AND SCHOLARSHIP 1 0 PART I, LINE 2: UMKC ALUMNI ASSOCIATION UTILIZES A SELECTION COMMITTEE FOR VARIOUS GRANTS OR ASSISTANCE SOME OF WHICH WERE CREATED WITH THE UNIVERSITY OF MISSOURI - KANSAS CITY (UMKC). SELECTION CRITERIA ARE USED FOR THESE GRANTS OR ASSISTANCE. MOST OF THE GRANTS OR ASSITANCE ARE ISSUED DIRECTLY TO THE OFFICE OF FINANCIAL AID AT THE UNIVERSITY OF MISSOURI - KANSAS CITY OR A SPECIFIC COLLEGE OF THE UNIVERSITY. OTHER AWARDS ARE ISSUED DIRECTLY TO SELECTED STUDENTS AND FACULTY. THERE IS FOLLOW-UP THAT TAKES PLACE TO ENSURE THAT THE GRANTS OR ASSISTANCE HAVE BEEN RECEIVED AND USED FOR THEIR INTENDED PURPOSE. AWARDS ARE CODED WITH AN AWARD TYPE CODE AND KEPT WITH UMKC ALUMNI ASSOCIATION'S FINANCIAL RECORDS. FORM 990, PART VI, SECTION A, LINE 4 THERE WERE SIGNIFICANT CHANGES MADE TO THE BYLAWS SINCE THE PRIOR 990. THESE CHANGES INCLUDE THE ADDITION OF DEFINED ROLES FOR THE TREASURER AND SECRETARY, AS WELL AS THE ESTABLISHMENT OF TWO NEW COMMITTEES: THE ALUMNI ENGAGEMENT COMMITTEE AND THE INDEPENDENT SELECTION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS THE FORM 990 FIRST. AFTER THE TREASURER REVIEWS, THE FORM 990 IS MADE AVAILABLE TO THE GOVERNING BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT ARE PROVIDED TO BOARD OF DIRECTORS MEMBERS ANNUALLY. AT THE FIRST MEETING OF THE SCHOOL YEAR, BOARD MEMBERS COMPLETE THE DISCLOSURE STATEMENT AND SIGN THE POLICY, THEN ARE REMINDED AT MEETINGS THEREAFTER. THE BOARD REVIEWS THE COMPLETED DISCLOSURE STATEMENTS TO DETERMINE IF ANY ISSUES ARISE. EXECUTIVE COMMITTEE MEMBERS WITHOUT IDENTIFIED CONFLICTS MEET TO REVIEW IDENTIFIED CONFLICTS AND NEXT STEPS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).