2025-02-12T00:52:59-06:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990 2023-07-01 436066887 UMKC ALUMNI ASSOCIATION UMKC 8162352332 5115 OAK STREET 202 KANSAS CITY MO 64112 EUGENE AGEE TREASURER & VP OF FINANCE 8162352332 2025-02-04 1 1 BRANNON C GORE CPA P01805861 8165259699 2025-01-30 2023 2025-03-06 01:10:19Z MOLLY KERR 5115 OAK STREET 202 KANSAS CITY MO 64112 167735 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 124930 84631 0 0 22767 52403 -55101 -27112 92596 109922 55226 53133 0 0 0 0 0 0 0 47468 13722 102694 66855 -10098 43067 959401 1026417 3500 4072 955901 1022345 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 53133 53133 11695 ALUMNI PROGRAMS, AWARDS, GRANTS AND RECEPTIONS 53133 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 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 30 30 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 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 KAMERA MEANEY 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 LARRY 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 KATHY WEBSTER DIRECTOR-AT-LARGE 0.50 X 0 0 0 QUYNH TRAN STUDENT DIRECTOR 0.50 X 0 0 0 SETH WING PRESIDENT - BLOCH ACADMIC ALUMNI BOARD 0.50 X 0 0 0 CHRISTINA BURTON PRESIDENT - CONVERVATORY ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 LISA FOLSCORFT PRESIDENT - HSS ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 ASHLEY GRACE PRESIDENT - LAW ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 SAVANNA WEINER PRESIDENT - SOD-DENTAL HYGIENE ACADEMIC ALUMNI BOA 0.50 X 0 0 0 WENDY REYNOLDS PRESIDENT - SOD ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 DION LUCAS PRESIDENT - SOESWPS ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 RALPH WUEBKER PRESIDENT - SOM ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 JACOB SUMNER PRESIDENT - SONHS ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 EDWARD DOWNEY PRESIDENT - SSE ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 WENDY PIERCE PRESIDENT - SOP ACADEMIC ALUMNI BOARD 0.50 X 0 0 0 MOLLY KERR PRESIDENT 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 WEEKLY 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 IMMEDIATE PAST PRESIDENT 0.50 X 0 0 0 0 0 0 0 0 0 0 0 76236 8395 84631 7294 7294 9924 9924 45109 0 45109 45109 45109 19006 76236 57813 -38807 -38807 MISCELLANEOUS INCOME 611710 1771 1771 1771 109922 11695 0 13596 53133 53133 490 490 8320 8320 2445 2445 758 758 1688 1688 MISCELLANEOUS 21 21 66855 53133 13722 0 301967 315343 0 951 548 1020 637509 687345 19377 21758 959401 1026417 3500 4072 3500 4072 X 863283 923108 92618 99237 955901 1022345 959401 1026417 43067 23377 0 X 1 X 0 1 0 X 81278 40798 132508 124930 84631 464145 81278 40798 132508 124930 84631 464145 2 464143 30 30830 34101 145 7294 72400 3828 698 3442 3625 1771 13364 549909 101352 0.84400 0.85030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 721921 1933 70631 23519 3245 767721 759520 1000 23982 22516 40065 721921 771537 16831 -3746 22051 3051 759520 634098 11042 151161 21752 3012 771537 639749 8864 6911 18448 2978 634098 0.87070 0.12930 0 0 0 INVESTMENTS 687345 F 687345 X 184493 23377 51194 74571 109922 0 109922 124668 57813 57813 66855 0 66855 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 2024, 2023, 2022, AND 2021 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 57,813. INVESTMENT INCOME AND NET ASSETS FROM RESTRICTIONS -6,619. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING REVENUES 57,813. ALUMNI AWARD EVENT 67527 56172 11355 0 10275 0 10582 250 22940 SCE GOLF TOURNAMENT 25035 19634 5401 0 0 0 0 0 6888 92562 75806 16756 10275 10582 250 29828 50935 -34179 1 UNIVERSITY OF MISSOURI- KANSAS CITY 5100 ROCKHILL RD KANSAS CITY MO 64110 436003859 501(C)(3) 38835 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 19 FOR A COMPLETE COPY OF THE UMKC ALUMNI ASSOCIATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, ONE CAN CONTACT THE UMKC ALUMNI OFFICE AT ALUMNI@UMKC.EDU OR CALL 816-235-2332. 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).