2024-11-15T15:36:23-06:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990 2023-01-01 852703953 PATHWAY FINANCIAL EDUCATION PATH 9133033013 1520 E 18TH ST KANSAS CITY MO 641081608 VINCE CLARK BOARD MEMBER 9133033013 2024-11-15 1 1 KARA FEUERBORN CPA P01677617 9133382727 2024-11-15 2023 2024-10-15 13:58:12Z VINCE CLARK 1520 E 18TH ST KANSAS CITY MO 641081608 344022 0 X HTTPS://PATHWAYEDUCATION.ORG/ X 2020 MO PATHWAY FINANCIAL EDUCATION ("PATHWAY") IS COMMITTED TO PROVIDING COMPREHENSIVE FINANCIAL TRAINING AND EDUCATION TO SMALL BUSINESS OWNERS AND INDIVIDUALS. 6 6 4 0 0 0 350408 344022 0 0 0 0 0 0 350408 344022 0 0 0 0 125310 94521 0 0 8372 90888 156985 216198 251506 134210 92516 667397 765111 0 2164 667397 762947 X PATHWAY FINANCIAL EDUCATION ("PATHWAY") IS COMMITTED TO PROVIDING COMPREHENSIVE FINANCIAL TRAINING AND EDUCATION TO SMALL BUSINESS OWNERS AND INDIVIDUALS. PATHWAY WAS FOUNDED ON THE PRINCIPLES OF DIVERSITY, INCLUSION, EQUITY AND ACCESS. WE EMBRACE THESE PRINCIPLES AND AFFIRM THEM IN OUR MISSION. WE UPHOLD THESE PRINCIPLES IN OUR CURRICULA AND AMONG OUR INSTRUCTORS. 0 0 183114 PATHWAY OFFERS FREE FINANCIAL EDUCATION CLASSES TO SMALL BUSINESSES, ADULTS AND YOUTHS (GRADES 9-12). SMALL BUSINESS CLASSES FOCUS ON MONEY BASICS/ MANAGEMENT, TAX AND ACCOUNTING RECORDS SERVICES, BOOKKEEPING AND OTHER FINANCIAL SERVICES. ADULT FINANCIAL EDUCATION CLASSES ASSIST WITH BUILDING FINANCIAL FUTURES, MANAGING DEBT AND SPENDING/ SAVINGS PLANS. YOUTH CLASSES BUILD LITERACY SKILLS AND THE KNOWLEDGE NECESSARY TO BECOME A FINANCIALLY RESPONSIBLE ADULT, I.E. EARNING MONEY, SPENDING/ SAVING, BORROWING AND OTHER SERVICES. 183114 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 4 1 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X KARA FEUERBORN 9133565542 5454 W 110TH STREET OVERLAND PARK KS 66211 PETER MALLOUK EXECUTIVE BOARD MEMBER 1.00 X 0 0 0 VINCE CLARK BOARD MEMBER 25.00 X 0 0 0 BOB HARRIS BOARD MEMBER 1.00 X 0 0 0 PHILLIP FOURNIER BOARD MEMBER 1.00 X 0 0 0 KARA FEUERBORN BOARD MEMBER 1.00 X 0 0 0 NICK JACOBSON BOARD MEMBER 1.00 X 0 0 0 RYAN ADAMS BOARD MEMBER 1.00 X 0 0 0 KIM RANDOLPH BOARD MEMBER 1.00 X 0 0 0 GEORGE FERNANDEZ EXECUTIVE DIRECTOR 1.00 X 5833 0 0 SHELIA ALBERS EXECUTIVE DIRECTOR 40.00 X 35045 0 0 LATASHA JACOBS EXECUTIVE DIRECTOR 40.00 X 19615 0 0 60493 0 0 0 0 0 0 0 344022 344022 344022 0 0 0 60494 54444 3025 3025 23154 20838 1158 1158 3726 3354 186 186 7147 6433 357 357 734 660 37 37 11219 8414 1683 1122 5628 5283 281 64 52213 8254 43959 9650 9055 595 88 80 4 4 CONSULTING EXPENSE 40242 36218 2012 2012 DUES & SUBSCRIPTIONS 24125 24125 0 LEGAL & PROFESSIONAL SE 7866 1573 5900 393 PROGRAM SUPPLIES 4100 4100 1120 283 823 14 251506 183114 60020 8372 317179 420713 434169 104811 338413 329358 4017 7847 7788 7193 667397 765111 0 2164 0 2164 X 0 0 0 0 667397 762947 667397 762947 667397 765111 X 92516 3830 -796 X 0 0 0 X 125000 590751 350408 344022 1410181 125000 590751 350408 344022 1410181 653572 756609 1410181 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 353127 23769 329358 46091 46091 0 34951 34951 0 329358 CROSSFIRST BANK CREDIT CARD 2164 2164 FORM 990, PART VI, SECTION A, LINE 2 PETER MALLOUK, VINCE CLARK, NICK JACOBSON, BOB HARRIS, KARA FEUERBORN, AND RYAN ADAMS HAVE BUSINESS RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 11B CREATIVE PLANNING TAX PREPARES AND REVIEWS IRS FORM 990. THE 990 IS THEN REVIWED BY THE BOARD. ANY QUESTIONS OR CONCERNS BOARD MEMBERS HAVE ARE ADDRESSED AND CORRECTED PRIOR TO FORM 990 BEING PUBLISHED. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST SHALL BE ADDRESSED AS FOLLOWS: (I) AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST; (II) THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT; AND (II) AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 SECTION 1. IMPARTIAL DECISION MAKERS. THE COMPENSATION ARRANGEMENT MUST BE APPROVED IN ADVANCE (BEFORE ANY PAYMENT IS MADE) BY THE APPROVAL BODY COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. SECTION 2. COMPARABILITY DATA. WHEN THE APPROVAL BODY IS CONSIDERING A COMPENSATION ARRANGEMENT, IT MUST RELY ON COMPARABILITY DATA THAT DEMONSTRATE THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. FOR EXAMPLE, WHEN CRAFTING COMPENSATION PACKAGES, THE APPROVAL BODY MUST SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS FOR SIMILARLY QUALIFIED INDIVIDUALS IN LIKE POSITIONS AT LIKE ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: (A) EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; (B) WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; (C) DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FORPROFIT ORGANIZATIONS; AND (D) INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. SECTION 3. CONCURRENT DOCUMENTATION. THE APPROVAL BODY MUST DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED. TO QUALIFY AS CONCURRENT DOCUMENTATION, WRITTEN OR ELECTRONIC RECORDS OF THE APPROVAL BODY (SUCH AS MEETING MINUTES) MUST NOTE: (A) THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; (B) THE MEMBERS OF THE APPROVAL BODY WHO WERE PRESENT DURING THE DEBATE ON THE COMPENSATION THAT WAS APPROVED AND THOSE WHO VOTED ON IT; (C) THE COMPARABILITY DATA OBTAINED AND RELIED UPON AND HOW THE DATA WERE OBTAINED; AND ( D) ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY ANYONE WHO IS OTHERWISE A MEMBER OF THE APPROVAL BODY BUT WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ARTICLES OF INCORPORATION AND AMENDMENTS ARE PUBLIC RECORD DOCUMENTS, COPIES CAN BE OBTAINED BY THE PUBLIC FROM THE OFFICE OF THE SECRETARY OF STATE IN MISSOURI. BYLAWS, CORPORATE POLICIES AND AUDITIED FINANCIAL STATEMENTS ARE NOT PUBLIC RECORDS AND WILL NOT BE DISCLOSED WITHOUT APPROVAL BY THE BOARD. FORM 990, PART XI, LINE 9: 50% DISALLOWED MEALS -796.