2026-03-03T09:56:14-06:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990 2024-07-01 440546001 UMKC TRUSTEES UMKC 8162351590 5115 OAK STREET 300B KANSAS CITY MO 64112 PAUL HOLEWINSKI VICE CHAIR & TREASURER 8162351590 2026-03-02 1 1 NICOLE D DOBSON CPA P00981782 8165259699 2026-03-02 2024 2025-03-06 01:10:19Z PAUL HOLEWINSKI 5115 OAK STREET 300B KANSAS CITY MO 64112 918415 0 X WWW.TRUSTEES.UMKC.EDU X 1950 MO PROMOTE & ADVANCE EXCELLENCE IN HIGHER EDUCATIONAL PROGRAMS AT UNIVERSITY OF MISSOURI-KANSAS CITY. 73 73 0 102 0 0 385390 389905 0 0 318303 299017 83760 -15866 787453 673056 164641 248191 0 0 0 0 0 0 0 148321 178159 312962 426350 474491 246706 7463365 7845519 20261 32285 7443104 7813234 TO ADD AND TO PROMOTE EXCELLENCE IN THE QUALITY OF THE HIGHER EDUCATIONAL PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. 0 0 320412 248191 0 ALL GRANTS AND ALLOCATIONS ARE USED TO ADD AND PROMOTE EXCELLENCE IN THE QUALITY OF HIGHER EDUCATION PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. 320412 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 73 73 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANDRY JOSWARA 8162352756 5115 OAK STREET AC224 KANSAS CITY MO 64110 X DORANNE HUDSON CHAIR 3.00 X X 0 0 0 GABE HERNANDEZ SECRETARY 3.00 X X 0 0 0 PAUL HOLEWINSKI TREASURER & VICE CHAIR - ASSET MANAGEMENT 1.00 X X 0 0 0 REACHEL BEICHLEY VICE CHAIR - ENGAGEMENT 1.00 X X 0 0 0 JENNIE CLARKE VICE CHAIR - DEVELOPMENT 1.00 X X 0 0 0 CAMERON GARRISON VICE CHAIR - GOVERNANCE 1.00 X X 0 0 0 SUZANNE SHANK VICE CHAIR - TRUSTEES' SCHOLARS 1.00 X X 0 0 0 CHARLES SHIELDS VICE CHAIR - ADVOCACY 1.00 X X 0 0 0 LEIGH ANNE TAYLOR KNIGHT VICE CHAIR - BRAND ELEVATION 1.00 X X 0 0 0 DONNA WARD VICE CHAIR - STRATEGY & PLANNING 1.00 X X 0 0 0 DEBBY BALLARD IMMEDIATE PAST CHAIR 1.00 X 0 0 0 MAULI AGRAWAL BOARD MEMBER 0.30 X 0 0 0 KEVIN BARB BOARD MEMBER 0.30 X 0 0 0 JONATHAN BAUM BOARD MEMBER 0.30 X 0 0 0 STEVEN BERNSTEIN BOARD MEMBER 0.30 X 0 0 0 PHILIP BIXBY BOARD MEMBER 0.30 X 0 0 0 SCOTT BOSWELL BOARD MEMBER 0.30 X 0 0 0 DAVID BRAIN BOARD MEMBER 0.30 X 0 0 0 RAMIN CHERAFAT BOARD MEMBER 0.30 X 0 0 0 DIANNE CLEAVER BOARD MEMBER 0.30 X 0 0 0 KEITH COPAKEN BOARD MEMBER 0.30 X 0 0 0 STEPHEN DOYAL BOARD MEMBER 0.30 X 0 0 0 TIMOTHY DUNN BOARD MEMBER 0.30 X 0 0 0 ANNE ELSBERRY BOARD MEMBER 0.30 X 0 0 0 WESLEY FIELDS BOARD MEMBER 0.30 X 0 0 0 RICHARD FLANIGAN BOARD MEMBER 0.30 X 0 0 0 GARY FORSEE BOARD MEMBER 0.30 X 0 0 0 SCOTT FRANCIS BOARD MEMBER 0.30 X 0 0 0 RACHEL MERLO BOARD MEMBER 0.30 X 0 0 0 DAVID HARRISON BOARD MEMBER 0.30 X 0 0 0 HEATHER HUMPHREY BOARD MEMBER 0.30 X 0 0 0 KIM KASS BOARD MEMBER 0.30 X 0 0 0 DAVID KENNER BOARD MEMBER 0.30 X 0 0 0 JAY KIM BOARD MEMBER 0.30 X 0 0 0 DONALD MAXWELL BOARD MEMBER 0.30 X 0 0 0 MADELEINE MCDONOUGH BOARD MEMBER 0.30 X 0 0 0 ALLISON MURDOCK BOARD MEMBER 0.30 X 0 0 0 EMMET PIERSON BOARD MEMBER 0.30 X 0 0 0 JERRY REECE BOARD MEMBER 0.30 X 0 0 0 ALEJANDRO SANCHEZ ALVARADO BOARD MEMBER 0.30 X 0 0 0 JENNIFER SCHNACK BOARD MEMBER 0.30 X 0 0 0 DRED SCOTT BOARD MEMBER 0.30 X 0 0 0 SCOTT SMITH BOARD MEMBER 0.30 X 0 0 0 ANNE ST PETER BOARD MEMBER 0.30 X 0 0 0 KYLE VENA BOARD MEMBER 0.30 X 0 0 0 LISA WEIXELMAN BOARD MEMBER 0.30 X 0 0 0 MICHELLE WIMES BOARD MEMBER 0.30 X 0 0 0 MIKE WOODS BOARD MEMBER 0.30 X 0 0 0 VICTOR ZHANG BOARD MEMBER 0.30 X 0 0 0 STEPHANIE BECKER BOARD MEMBER 0.30 X 0 0 0 IAN COLRAIN BOARD MEMBER 0.30 X 0 0 0 DAN FROMM BOARD MEMBER 0.30 X 0 0 0 BRAD HAMPTON BOARD MEMBER 0.30 X 0 0 0 JEFF SIMON BOARD MEMBER 0.30 X 0 0 0 MIKE KRESS BOARD MEMBER 0.30 X 0 0 0 ERIKA MOODY BOARD MEMBER 0.30 X 0 0 0 BETH PHILLIPS BOARD MEMBER 0.30 X 0 0 0 WAYNE POWELL BOARD MEMBER 0.30 X 0 0 0 JIM STOWERS BOARD MEMBER 0.30 X 0 0 0 DAN ELLIS BOARD MEMBER 0.30 X 0 0 0 CHRISTINE KEMPER BOARD MEMBER 0.30 X 0 0 0 JEANETTE PRENGER BOARD MEMBER 0.30 X 0 0 0 JULIE QUIRIN BOARD MEMBER 0.30 X 0 0 0 JERON RAVIN BOARD MEMBER 0.30 X 0 0 0 CAROLYN WATLEY BOARD MEMBER 0.30 X 0 0 0 ANGIE SALMON BOARD MEMBER 0.30 X 0 0 0 AYCA CIL BOARD MEMBER 0.30 X 0 0 0 KEITH PERKINS BOARD MEMBER 0.30 X 0 0 0 BOB REGNIER BOARD MEMBER 0.30 X 0 0 0 CRYSTAL WALKER BOARD MEMBER 0.30 X 0 0 0 SCOTT BETHUNE BOARD MEMBER 0.30 X 0 0 0 ANNE DEMA BOARD MEMBER 0.30 X 0 0 0 LISA FOLSCROFT BOARD MEMBER 0.30 X 0 0 0 0 0 0 0 0 0 0 0 389905 389905 62376 62376 106069 121935 -15866 -15866 -15866 360065 123424 236641 236641 236641 673056 0 0 283151 248191 248191 1445 1445 21625 21625 10707 10707 31688 31688 1417 1417 102 102 36623 36623 2947 2947 COMMITTEE EXPENSES 19784 19784 PUBLIC RELATIONS 15814 15814 36007 36007 426350 320412 105938 0 728386 728926 22886 2014 2211 2397 1465269 532372 968668 932897 4569801 4985202 1171413 1194083 7463365 7845519 20261 28515 0 3770 20261 32285 X 6536163 6947930 906941 865304 7443104 7813234 7463365 7845519 246706 123424 0 X 0 1 X 1 0 X 415323 360043 347975 385390 389905 1898636 415323 360043 347975 385390 389905 1898636 1898636 355525 381849 179372 203275 168445 1288466 3187102 0.59570 0.51220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 906941 200511 1042 243190 865304 867191 198912 292 159454 906941 849463 234015 15909 232196 867191 884369 142311 6498 183715 849463 932495 212106 -1195 259037 884369 0.00000 0.00000 1.00000 0 0 550000 550000 915269 532372 382897 932897 ASSETS HELD BY CURATOR 1179419 UNAMORTIZED LEASE COMMISSION 14664 1194083 907708 123424 123424 784284 10707 -121935 -111228 673056 537578 121935 121935 415643 10707 10707 426350 PART V, LINE 4: ALL GRANTS AND ALLOCATIONS ARE USED TO ADD AND PROMOTE EXCELLENCE IN THE QUALITY OF HIGHER EDUCATION PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -121,935. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 121,935. 1 UNIVERSITY OF MISSOURI - KANSAS CITY 5100 ROCKHILL ROAD KANSAS CITY MO 64110 436003859 501(C)(3) 173191 0 FUNDING FOR ENDOWED SCHOLARSHIPS/CHAIRS/PROGRAM/FACULTY FELLOWS AND SCHOLARS PROGRAM MANAGED BY UMKC UMKC FOUNDATION 202 ADMIN CENTER 5100 ROCKHILL RD KANSAS CITY MO 64110 260840496 501(C)(3) 75000 0 FUNDING FOR UMKC FOUNDATION HELD ENDOWMENTS 2 0 PART I, LINE 2: UMKC "TRUSTEES SCHOLARSHIP" REQUESTS FROM ENDOWED FUNDS ARE COORDINATED THROUGH THE OFFICE OF STUDENT FINANCIAL AID FOR THE UNIVERSITY OF MISSOURI-KANSAS CITY (UMKC). THE STUDENT FINANCIAL AID OFFICE, IN CONJUNCTION WITH THE CENTER FOR ACADEMIC DEVELOPMENT, DETERMINES WHETHER THE STUDENT MEETS THE REQUIREMENTS STIPULATED BY THE DONOR. REGARDING UMKC TRUSTEES "FACULTY FELLOW AND FACULTY SCHOLAR AWARDS" THE FISCAL OFFICER FOR UMKC'S ADVANCEMENT DIVISION, WORKING IN COLLABORATION WITH THE RECIPIENT'S ACADEMIC UNIT FISCAL OFFICER, MONITORS ALL SPENDING FROM THE ACCOUNT. FUNDS ARE DISBURSED TO COVER EXPENSES WHICH FALL WITHIN UNIVERSITY GUIDELINES. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BUSINESS RELATIONSHIPS WITH BOARD MEMBERS ARE LISTED BELOW: UMKC TRUSTEES HAS RETAINED LATHROP GPM AS LEGAL COUNSEL - CAMERON GARRISON, A MANAGING PARTNER OF LATHROP GPM, IS A MEMBER OF THE BOARD. UMKC TRUSTEES HAS RETAINED COPAKEN BROOKS AS ITS REAL ESTATE MANAGEMENT COMPANY - KEITH COPAKEN, A PRINCIPAL WITH THAT FIRM, IS A MEMBER OF THE BOARD UMKC TRUSTEES HAS AN ACCOUNT WITH COMMERCE BANK - SCOTT BOSWELL, WHO IS THE WESTERN REGION PRESIDENT OF COMMERCE TRUST COMPANY, IS A MEMBER OF THE BOARD UMKC TRUSTEES HAS D&O INSURANCE WITH CHUBB THAT WAS BROKERED BY LOCKTON AFFINITY - MIKE WOODS, WHO IS SENIOR VICE PRESIDENT, BUSINESS OPERATION & STRATEGY WITH LOCKTON COMPANIES, IS A MEMBER OF THE BOARD FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION USES COPAKEN BROOKS AND VOEPEL PROPERTY MANAGEMENT FOR THE MANAGEMENT OF RENTAL PROPERTIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTANT AND PRESENTED TO THE VICE CHAIR OF THE ASSET MANAGEMENT COMMITTEE/TREASURER AND THE ENTIRE ASSET MANAGEMENT COMMITTEE. THEY OFFICIALLY APPROVE THE 990 BEFORE IT IS DISTRIBUTED FOR REVIEW BY OTHER OFFICERS. A DEADLINE IS ESTABLISHED IN ADVANCE OF THE FILING DEADLINE TO ENSURE ALL BOARD MEMBERS HAVE AN OPPORTUNITY TO PROVIDE FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE GOVERNANCE COMMITTEE REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST REPORTED BY MEMBERS OF THE BOARD. THOSE CONFLICTS ARE DISCLOSED TO THE APPROPRIATE COMMITTEE WITH OVERSIGHT OF THE AREA OF POTENTIAL CONFLICT. THAT PARTICULAR COMMITTEE IS THEN TASKED WITH MONITORING THE DISCLOSED POTENTIAL CONFLICT. ANY CONCERNS FROM THAT COMMITTEE ARE BROUGHT TO THE GOVERNANCE COMMITTEE TO ADDRESS. 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) FROM UMKC TRUSTEES OFFICE AT 816-235-1590.