2024-02-02T08:34:16-06:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 10401 HOLMES ROAD STE 400 KANSAS CITY MO 64131 990 2022-07-01 436066887 UMKC ALUMNI ASSOCIATION UMKC 8162352332 5115 OAK STREET 202 KANSAS CITY MO 64112 EUGENE AGEE TREASURER & VP OF FINANCE 8162352332 2024-01-31 1 EUGENE AGEE 999009999 1 BRANNON C GORE CPA P01805861 8165259699 2024-01-31 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MOLLY KERR 5115 OAK STREET 202 KANSAS CITY MO 64112 165538 0 X WWW.UMKCALUMNI.COM X 1966 MO 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. THE PURPOSES FOR THE ASSOCIATION ARE FOR PROMOTING AND FURTHERING EDUCATION IN THE STATE OF MISSOURI BY AIDING, EXTENDING, FURTHERING AND CALLING TO PUBLIC ATTENTION THE WORK OF THE UNIVERSITY OF MISSOURI AT KANSAS CITY AND BY SUPPORTING, MAINTAINING AND DIRECTING TO EDUCATIONAL ENDS THE ALUMNI ACTIVITIES OF THE ASSOCIATION AND FORMER STUDENTS OF SAID UNIVERSITY; TO DEMONSTRATE LOYALTY TO ALMA MATER, SHARE IN ITS PROBLEMS AND PROGRESS, FORM A CLOSER BOND AMONG THE ALUMNI, ADMINISTER AND SUPPORT A PROGRAM PARTICIPATED IN BY ALUMNI FROM ALL SCHOOLS AND COLLEGES WITHIN THE UNIVERSITY, AND DO ALL THINGS RELATED THERETO. 28 28 0 29 0 0 132508 124930 0 0 42946 22767 -42738 -55101 132716 92596 47095 55226 0 0 0 0 0 0 0 45565 47468 92660 102694 40056 -10098 973261 959401 8632 3500 964629 955901 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 63929 55226 17841 ALUMNI PROGRAMS, AWARDS, GRANTS AND RECEPTIONS 63929 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 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 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 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 JOSE FAUS DIRECTOR-AT-LARGE 0.50 X 0 0 0 JOSEPH SEABROOKS DIRECTOR-AT-LARGE 0.50 X 0 0 0 ERIN KOBLER DIRECTOR-AT-LARGE 0.50 X 0 0 0 M FAHIM SIDDIQUI DIRECTOR-AT-LARGE 0.50 X 0 0 0 KATHY WEBSTER DIRECTOR-AT-LARGE 0.50 X 0 0 0 VANESSA SPARTAN-PLATT DIRECTOR-AT-LARGE 0.50 X 0 0 0 RALPH WUEBKER MD PRESIDENT - SOM ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 SETH WING PRESIDENT - BLOCH ACADMIC ALUMNI BOARD 0.50 X 0 0 0 CYDNEY MCQUEEN PRESIDENT - SOP ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 ANNA THOMAS-RIOS DIRECTOR-AT-LARGE 0.50 X 0 0 0 MELISSA ROBINSON DIRECTOR-AT-LARGE 0.50 X 0 0 0 BRITTANY BURNS PRESIDENT - SOD-DENTAL HYGIENE ACADEMIC ALUMNI BOA 0.50 X 0 0 0 CHRISTINA BURTON PRESIDENT - CONVERVATORY ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 EDWARD DOWNEY PRESIDENT - SSE ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 DESARAE HARRAH PRESIDENT - LAW ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 JACOB SUMNER PRESIDENT - SONHS ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 FARZAANA VISSER PRESIDENT - SOESWPS ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 DOUGLAS WYCKOFF PRESIDENT - SOD ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 LISA FOLSCORFT PRESIDENT - HSS ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 CHARNISSA HOLLIDAY SCOTT DIRECTOR-AT-LARGE 0.50 X 0 0 0 TIM NGUYEN STUDENT DIRECTOR 0.50 X 0 0 0 MOLLY KERR PRESIDENT ELECT 0.50 X 0 0 0 EUGENE AGEE TREASURER 0.50 X 0 0 0 GARY SAGE VP OF MARKETING & COMMUNIC 0.50 X 0 0 0 LATRINA COLLINS VP OF MULTICULTURAL & COMM 0.50 X 0 0 0 ANTOINETTE REDMOND VP OF LEADERSHIP 0.50 X 0 0 0 JIM HOGAN VP OF RECOGNITION 0.50 X 0 0 0 JOSEPH P SPALITTO DDS IMMEDIATE PAST PRESIDENT 0.50 X 0 0 0 DEBBIE THOMPSON VP OF EVENTS (PARTIAL YEAR) 0.50 X 0 0 0 0 0 0 0 0 0 0 0 86580 38350 124930 145 145 14216 14216 22622 0 22622 22622 22622 0 86580 72942 -72942 -72942 MISCELLANEOUS INCOME 611710 3625 3625 3625 92596 17841 0 -50175 X 55226 55226 4753 4753 8000 8000 18748 18748 4683 4683 86 86 1183 1183 PLAQUES/CERTIFICATES 8703 8703 PROGRAM FEES/EVENT TABL 400 400 BANK FEES 270 270 SHIPPING & DELIVERY 261 261 381 381 102694 63929 38765 0 296301 301967 2767 1137 548 18248 635044 637509 19764 19377 973261 959401 8632 3500 8632 3500 X 872252 863283 92377 92618 964629 955901 973261 959401 -10098 1370 0 X X 1 X 0 1 0 X 110699 81278 40798 132508 124930 490213 110699 81278 40798 132508 124930 490213 665 489548 3539 30 30830 34101 145 68645 5267 3828 698 3442 3625 16860 575718 94949 0.85030 0.82330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 759520 1000 23982 22516 40065 721921 771537 16831 -3746 22051 3051 759520 634098 11042 151161 21752 3012 771537 639749 8864 6911 18448 2978 634098 628102 3844 29192 18121 3268 639749 0.87170 0.12830 0 0 0 INVESTMENTS 637509 F 637509 X 166908 1370 72942 74312 92596 0 92596 175636 72942 72942 102694 0 102694 PART X, LINE 2: THE ASSOCIATION HAS QUALIFIED AS TAX EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. INCOME TAX RETURNS FILED BY THE ASSOCIATION ON FORM 990 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) FOR THREE YEARS AFTER THE DATE FILED, WITH THE RESULT THAT THE JUNE 30 FISCAL YEARS 2023, 2022, 2021, AND 2020 REMAIN OPEN AS OF THE FILING DATE OF THIS FORM 990, ALTHOUGH NO RETURNS HAVE BEEN SELECTED FOR EXAMINATION BY THE IRS. MANAGEMENT HAS EVALUATED TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ASSOCIATION'S TAX RETURNS WITH ASSISTANCE FROM THE ASSOCIATION'S TAX PREPARER TO DETERMINE WHETHER ITS TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED BY APPLICABLE TAXING AUTHORITIES; LIKELY TAX POSITIONS ARE REPORTED IN THESE FINANCIAL STATEMENTS, AND MANAGEMENT IS NOT AWARE OF ANY UNLIKELY TAX POSITIONS, WITH THE RESULT THAT NO UNLIKELY TAX POSITIONS ARE REPORTED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING REVENUES 72,942. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING REVENUES 72,942. ALUMNI AWARDS & REUNION, GOLF TOURN 86580 86580 72942 86580 86580 72942 72942 -72942 1 UNIVERSITY OF MISSOURI- KANSAS CITY 5100 ROCKHILL RD KANSAS CITY MO 64110 436003859 501(C)(3) 49069 0 STUDENT SUPPORT AND SCHOLARSHIP 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 B, LINE 11B STAFF ALONG WITH THE TREASURER WILL REVIEW THE FORM 990 BEFORE IT IS PROVIDED TO THE GOVERNING BOARD FOR REVIEW. THE GOVERNING BOARD WILL HAVE AN OPPORTUNITY TO REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT ARE PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS ANNUALLY. THE BOARD MEMBERS COMPLETE THE DISCLOSURE STATEMENT. MEMBERS SIGN POLICY AT THE FIRST MEETING OF THE SCHOOL YEAR. MEMBERS ARE REMINDED AT MEETINGS. THE BOARD THEN REVIEWS THE COMPLETED DISCLOSURE STATEMENTS AND DETERMINE IF ANY ISSUES ARISE. FORM 990, PART VI, SECTION C, LINE 18 FOR A COPY OF THE UMKC ALUMNI ASSOCIATION FORM 990, ONE CAN CONTACT THE UMKC ALUMNI OFFICE AT ALUMNI@UMKC.EDU OR CALL 816-235-2332. FORM 990, PART VI, SECTION C, LINE 19 FOR A COMPLETE COPY OF THE UMKC ALUMNI ASSOCIATION AUDITED FINANCIAL STATEMENTS, ONE CAN CONTACT THE UMKC ALUMNI OFFICE AT ALUMNI@UMKC.EDU OR CALL 816-235-2332. FORM 990, PART IX, LINE 11G WEBSITE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,748. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,748. FORM 990, PART XII, LINE 2C OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION FOR FINANCIAL STATEMENTS: THE OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF UMKC ALUMNI ASSOCIATION'S FINANCIAL STATEMENTS IS THE RESPONSIBILITY OF THE AUDIT COMMITTEE AND THAT RESPONSIBILITY AND AUTHORITY HAS NOT CHANGED FROM THE PRIOR YEAR FORM 990. FORM 990 ELECTION SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION UMKC ALUMNI ASSOCIATION 5115 OAK STREET, AC-202 KANSAS CITY, MO 64112 EMPLOYER IDENTIFICATION NUMBER: 43-6066887 FOR THE YEAR ENDING JUNE 30, 2023 UMKC ALUMNI ASSOCIATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).