Nonprofit · EIN 43-1615117
LEES SUMMIT EDUCATIONAL FOUNDATION INC
Tax-exempt · LEES SUMMIT, MO 64086
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,177,970 | $503,585 | $674,385 | $10,258,697 | $206,168 | $10,052,529 |
| June 30, 2024 | 990 | $917,415 | $542,949 | $374,466 | $9,040,046 | $226,100 | $8,813,946 |
| June 30, 2023 | 990 | $831,976 | $667,553 | $164,423 | $8,003,244 | $209,042 | $7,794,202 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $556,012
- Program service revenue
- $0
- Investment income
- $523,949
- Net gain from sales of assets
- $236,720
- Net income from fundraising events
- $82,990
- Net income from gaming
- $15,019
- Other revenue
- $98,009
Expenses
- Grants and similar amounts paid
- $138,605
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $540
- Accounting fees
- $14,754
- Program services (functional)
- $380,273
- Management and general (functional)
- $110,455
- Fundraising (functional)
- $12,857
Balance sheet and other
- Total assets, start of year
- $9,040,046
- Total assets, end of year
- $10,258,697
- Total liabilities, end of year
- $206,168
- Net assets, end of year
- $10,052,529
- Publicly traded securities
- $8,877,794
- Net assets without donor restrictions
- $6,690,899
- Net assets with donor restrictions
- $3,361,630
- Gross receipts
- $2,008,829
- Employees
- 0
- Volunteers
- 130
- Year formed
- 1993
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROB BINNEY | DIRECTOR Trustee or director | – | $0 |
| BETH CORY | DIRECTOR Trustee or director | – | $0 |
| ROXANNE EVANS | SECRETARY Trustee or director, Officer | – | $0 |
| TRISH FREVERT | PRESIDENT Trustee or director, Officer | – | $0 |
| REGINA GARRETT | DIRECTOR Trustee or director | – | $0 |
| CLINT HAYNES | TREASURER Trustee or director, Officer | – | $0 |
| TOM JACKSON | VICE PRESIDE Trustee or director, Officer | – | $0 |
| STEPHANIE KANE-PARRISH | DIRECTOR Trustee or director | – | $0 |
| ROSALIE NEWKIRK | PAST PRESIDE Trustee or director, Officer | – | $0 |
| MORGAN PEARCY | DIRECTOR Trustee or director | – | $0 |
| CHRISTINA A SYMES | EXEC DIRECTO Officer | – | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CHRISTINA A SYMES | DIRECTOR Officer | 40 | $0 | $68,294 |
| ROB BINNEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE CHILES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROXANNE EVANS | TREASURER Trustee or director | 2 | $0 | $0 |
| TRISH FREVERT | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| JIM GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CLINT HAYNES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM JACKSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROSALIE NEWKIRK | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| AMY CHINNERY VALMASSEI | PAST PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CHRISTINA A SYMES | DIRECTOR Officer | 40 | $0 | $63,858 |
| MIKE CHILES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SID DOUGLAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROXANNE EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRISH FREVERT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JIM GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM JACKSON | TREASURER Trustee or director | 2 | $0 | $0 |
| ROSALIE NEWKIRK | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DR CHRIS TROESTER | PAST PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| AMY CHINNERY VALMASSEI | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 NE TUDOR RD, LEES SUMMIT, MO 64086-5702
- In care of
- % SHERYL FRANKE
- Principal officer (990 for 2024)
- CHRISTINA A SYMES, 301 NE TUDOR RD, LEES SUMMIT, MO 64086
- Signed the 990
- CHRISTINA A SYMES, EXEC DIRECTOR
- Phone
- (816) 986-1015
- Website
- WWW.LSEDFOUNDATION.COM
- Return prepared by
- SPILKER MCKEONE & NELSON PC
Mission
THE LEE'S SUMMIT EDUCATIONAL FOUNDATION PROMOTES EXCELLENCE IN EDUCATION BY AWARDING GIFTS, GRANTS AND SCHOLARSHIPS TO EDUCATIONAL AREAS WITHIN THE LEE'S SUMMIT R-7 SCHOOL DISTRICT THAT ARE EFFECTIVE, ESSENTIAL AND IN NEED OF ADDITIONAL FUNDING. WE DO THAT BY GENERATING AND GUIDING PHILANTHROPIC RESOURCES THROUGH PERSONAL AND CORPORATE CONTRIBUTIONS, PLANNED GIVING, AND EVENTS.
Program accomplishments
- PEAK GRANTS TO THE LEE'S SUMMIT R-7 SCHOOL DISTRICT ARE COMPETITIVE CLASSROOM GRANTS THAT PROMOTE EXCELLENCE AND KNOWLEDGE.Expenses $45,555 · grants $45,555
- THE ORGANIZATION PROVIDED SCHOLARSHIPS TO GRADUATING SENIORS ACROSS THE LEE'S SUMMIT R-7 SCHOOL DISTRICT.Expenses $93,050 · grants $93,050
- THE ORGANIZATION PROVIDED FUNDS TO THE LEE'S SUMMIT R-7 SCHOOL DISTRICT FOR TECHNOLOGY AND OTHER SPECIAL NEEDS IN THE CLASSROOMS.Expenses $241,668
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 43-1615117
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99I)
- Assets (IRS master file)
- $10,258,697
- Income (IRS master file)
- $2,008,829
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,177,970 | $503,585 | $10,258,697 | XML |
| 990 | June 2024 | $917,415 | $542,949 | $9,040,046 | XML |
| 990 | June 2023 | $831,976 | $667,553 | $8,003,244 | XML |
| 990 | June 2022 | $938,648 | $660,436 | $7,418,187 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 43-1615117).
Questions about LEES SUMMIT EDUCATIONAL FOUNDATION INC
- What is the EIN of LEES SUMMIT EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of LEES SUMMIT EDUCATIONAL FOUNDATION INC is 43-1615117.
- Is LEES SUMMIT EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LEES SUMMIT EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEES SUMMIT EDUCATIONAL FOUNDATION INC 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 LEES SUMMIT EDUCATIONAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEES SUMMIT EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEES SUMMIT EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names CHRISTINA A SYMES.
- Who are the officers and directors of LEES SUMMIT EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does LEES SUMMIT EDUCATIONAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,177,970, expenses of $503,585 and total assets of $10,258,697 at year end.
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All nonprofits in LEES SUMMIT · Missouri · Philanthropy, voluntarism and grantmaking foundations