Nonprofit · EIN 43-1275325
KANSAS CITY ESTATE PLANNING SYMPOSIUM
Tax-exempt · KANSAS CITY, MO 64106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $447,823 | $397,875 | $49,948 | $641,415 | $0 | $641,415 |
| July 31, 2024 | 990 | $431,585 | $377,019 | $54,566 | $570,829 | $0 | $570,829 |
| July 31, 2023 | 990 | $330,591 | $331,521 | -$930 | $467,037 | $0 | $467,037 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $433,126
- Investment income
- $14,697
- Net gain from sales of assets
- $204
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,660
- Compensation of officers, directors and key employees
- $48,000
- Salaries, compensation and benefits (total)
- $48,000
- Professional fundraising fees
- $0
- Accounting fees
- $3,705
- Travel
- $9,606
- Program services (functional)
- $299,191
- Management and general (functional)
- $98,684
Balance sheet and other
- Total assets, start of year
- $570,829
- Total assets, end of year
- $641,415
- Total liabilities, end of year
- $0
- Net assets, end of year
- $641,415
- Publicly traded securities
- $523,024
- Gross receipts
- $457,494
- Employees
- 0
- Volunteers
- 27
- Year formed
- 1982
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW S FELKER | PAST CHAIR Trustee or director, Officer | 1 | $0 |
| COREY ZIEGLER | PAST CHAIR Trustee or director, Officer | 1 | $0 |
| JENNA HAUSCHILD | TREASURER Trustee or director, Officer | 1 | $0 |
| M SUZANNE HALL | CHAIR Trustee or director, Officer | 1 | $0 |
| ALEXANDER EDELMAN | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG C REAVES | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL P WHEELER | DIRECTOR Trustee or director | 1 | $0 |
| ERIN L ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| HEATH HOOBING | DIRECTOR Trustee or director | 1 | $0 |
| JARED ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| JASON SIMMONS | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA KINNARD | DIRECTOR Trustee or director | 1 | $0 |
| JOSEPH D GROWNEY | DIRECTOR Trustee or director | 1 | $0 |
| JULIE A WELCH | DIRECTOR Trustee or director | 1 | $0 |
| KELSEY JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN R JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| LYNN D COCKLE | DIRECTOR Trustee or director | 1 | $0 |
| PAUL R HIMMELSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| PETER PHILLIPS | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA ANN GODFREY | CHAIR ELECT Trustee or director | 1 | $0 |
| ROCHELLE FALK | DIRECTOR Trustee or director | 1 | $0 |
| RUSSELL E UTTER JR | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT E BLAKESLEY | DIRECTOR Trustee or director | 1 | $0 |
| SHELLIE BILLAU | DIRECTOR Trustee or director | 1 | $0 |
| STACEY JANSSEN | DIRECTOR Trustee or director | 1 | $0 |
| STEVE JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| TERRI MUNSELL | DIRECTOR Trustee or director | 1 | $0 |
| LORI MAHER MCCOMBS | EXECUTIVE DIRECTOR Officer | 10 | $0 |
990 for the year ended July 31, 2024: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW S FELKER | CHAIR Trustee or director, Officer | 1 | $0 |
| COREY ZIEGLER | PAST CHAIR Trustee or director, Officer | 1 | $0 |
| CRAIG C REAVES | PAST CHAIR Trustee or director, Officer | 1 | $0 |
| JENNA HAUSCHILD | TREASURER Trustee or director, Officer | 1 | $0 |
| ALEXANDER EDELMAN | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTINE M GRAHAM | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER J ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL P WHEELER | DIRECTOR Trustee or director | 1 | $0 |
| ERIN L ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| HEATH HOOBING | DIRECTOR Trustee or director | 1 | $0 |
| HEATHER COUNTS | DIRECTOR Trustee or director | 1 | $0 |
| JASON SIMMONS | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA KINNARD | DIRECTOR Trustee or director | 1 | $0 |
| JOSEPH D GROWNEY | DIRECTOR Trustee or director | 1 | $0 |
| JULIE A WELCH | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN R JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| LYNN D COCKLE | DIRECTOR Trustee or director | 1 | $0 |
| M SUZANNE HALL | CHAIR ELECT Trustee or director | 1 | $0 |
| PAUL R HIMMELSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| PETER PHILLIPS | DIRECTOR Trustee or director | 1 | $0 |
| PROF CHRISTOPHER R HOYT | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA ANN GODFREY | DIRECTOR Trustee or director | 1 | $0 |
| ROCHELLE FALK | DIRECTOR Trustee or director | 1 | $0 |
| RUSSELL E UTTER JR | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT E BLAKESLEY | DIRECTOR Trustee or director | 1 | $0 |
| SHELLIE BILLAU | DIRECTOR Trustee or director | 1 | $0 |
| STACEY JANSSEN | DIRECTOR Trustee or director | 1 | $0 |
| STEVE JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| LORI MAHER MCCOMBS | EXECUTIVE DIRECTOR Officer | 10 | $0 |
990 for the year ended July 31, 2023: 30 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COREY ZIEGLER | CHAIR Trustee or director, Officer | 1 | $0 |
| CRAIG C REAVES | PAST CHAIR Trustee or director, Officer | 1 | $0 |
| JENNA HAUSCHILD | TREASURER Trustee or director, Officer | 1 | $0 |
| SHELLIE BILLAU | PAST CHAIR Trustee or director, Officer | 1 | $0 |
| ALEXANDER EDELMAN | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW S FELKER | CHAIR ELECT Trustee or director | 1 | $0 |
| CHRISTINE M GRAHAM | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER J ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL P WHEELER | DIRECTOR Trustee or director | 1 | $0 |
| DONALD FRIEND II | DIRECTOR Trustee or director | 1 | $0 |
| ERIN L ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| HEATH HOOBING | DIRECTOR Trustee or director | 1 | $0 |
| HEATHER COUNTS | DIRECTOR Trustee or director | 1 | $0 |
| JASON SIMMONS | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA KINNARD | DIRECTOR Trustee or director | 1 | $0 |
| JOSEPH D GROWNEY | DIRECTOR Trustee or director | 1 | $0 |
| JULIE A WELCH | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN R JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| LYNN D COCKLE | DIRECTOR Trustee or director | 1 | $0 |
| M SUZANNE HALL | DIRECTOR Trustee or director | 1 | $0 |
| PAUL R HIMMELSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| PETER PHILLIPS | DIRECTOR Trustee or director | 1 | $0 |
| PROF CHRISTOPHER R HOYT | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA ANN GODFREY | DIRECTOR Trustee or director | 1 | $0 |
| ROCHELLE FALK | DIRECTOR Trustee or director | 1 | $0 |
| RUSSELL E UTTER JR | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT E BLAKESLEY | DIRECTOR Trustee or director | 1 | $0 |
| STACEY JANSSEN | DIRECTOR Trustee or director | 1 | $0 |
| STEVE JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| LORI MAHER MCCOMBS | EXECUTIVE DIRECTOR Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1201 WALNUT ST STE 1700, KANSAS CITY, MO 64106-2246
- In care of
- % JENNA M HAUSCHILD
- Principal officer (990 for 2024)
- JENNA M HAUSCHILD, 1201 WALNUT ST SUITE 1700, KANSAS CITY, MO 64106
- Signed the 990
- JENNA M HAUSCHILD, TREASURER
- Phone
- (816) 489-4305
- Website
- WWW.KCEPS.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
TO PROVIDE PROFESSIONAL EDUCATION ON THE SUBJECT OF ESTATE PLANNING.
Program accomplishments
- 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.Expenses $299,191 · grants $10,660 · revenue $433,126
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 43-1275325
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A99Z)
- Assets (IRS master file)
- $641,415
- Income (IRS master file)
- $457,494
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $447,823 | $397,875 | $641,415 | XML |
| 990 | July 2024 | $431,585 | $377,019 | $570,829 | XML |
| 990 | July 2023 | $330,591 | $331,521 | $467,037 | XML |
| 990 | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1275325).
Questions about KANSAS CITY ESTATE PLANNING SYMPOSIUM
- What is the EIN of KANSAS CITY ESTATE PLANNING SYMPOSIUM?
- The employer identification number (EIN) of KANSAS CITY ESTATE PLANNING SYMPOSIUM is 43-1275325.
- Is KANSAS CITY ESTATE PLANNING SYMPOSIUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to KANSAS CITY ESTATE PLANNING SYMPOSIUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KANSAS CITY ESTATE PLANNING SYMPOSIUM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KANSAS CITY ESTATE PLANNING SYMPOSIUM due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KANSAS CITY ESTATE PLANNING SYMPOSIUM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of KANSAS CITY ESTATE PLANNING SYMPOSIUM?
- The 990 for the year ended July 31, 2025 names JENNA M HAUSCHILD.
- Who are the officers and directors of KANSAS CITY ESTATE PLANNING SYMPOSIUM?
- The 990 for the year ended July 31, 2025 lists 28 people; 0 received compensation from the organization.
- How much revenue does KANSAS CITY ESTATE PLANNING SYMPOSIUM have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $447,823, expenses of $397,875 and total assets of $641,415 at year end.
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