Nonprofit · EIN 43-1803509
UPPER ROOM KC
Tax-exempt · KANSAS CITY, MO 64111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,867,896 | $3,645,198 | $222,698 | $2,060,019 | $887,476 | $1,172,543 |
| December 31, 2024 | 990 | $3,720,215 | $3,239,236 | $480,979 | $2,385,212 | $1,435,367 | $949,845 |
| December 31, 2023 | 990 | $2,616,616 | $2,700,778 | -$84,162 | $2,342,477 | $1,873,611 | $468,866 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $673,048
- of which government grants
- $274,064
- Program service revenue
- $3,179,942
- Investment income
- $9,788
- Other revenue
- $5,118
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $181,081
- Other salaries and wages
- $1,648,292
- Salaries, compensation and benefits (total)
- $2,110,497
- Professional fundraising fees
- $50,000
- Legal fees
- $47,067
- Accounting fees
- $98,124
- Occupancy
- $166,308
- Travel
- $84,205
- Program services (functional)
- $2,935,757
- Management and general (functional)
- $594,782
- Fundraising (functional)
- $114,659
Balance sheet and other
- Total assets, start of year
- $2,385,212
- Total assets, end of year
- $2,060,019
- Total liabilities, end of year
- $887,476
- Net assets, end of year
- $1,172,543
- Net assets without donor restrictions
- $1,097,543
- Net assets with donor restrictions
- $75,000
- Gross receipts
- $3,867,896
- Employees
- 200
- Volunteers
- 225
- Year formed
- 1999
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TONIA GILBERT | CEO Officer | 40 | $172,468 | $8,613 |
| LYNNE BEAVER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KENNETH HAGER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PAUL TANCREDI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JAMES ECHOLS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN FITZPATRICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTHONY SPRINGFIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIRK PERUCCA | DIRECTOR (TERM END 03/2025) Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TONIA GILBERT | CEO Officer | 40 | $172,645 | $19,289 |
| LYNNE BEAVER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KENNETH HAGER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PAUL TANCREDI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JAMES ECHOLS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN FITZPATRICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIRK PERUCCA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTHONY SPRINGFIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TONIA GILBERT | CEO Officer | 40 | $165,913 | $21,679 |
| LYNNE BEAVER | PRESIDENT/CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KENNETH HAGER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PAUL TANCREDI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JAMES ECHOLS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN FITZPATRICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIRK PERUCCA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTHONY SPRINGFIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 E 39TH ST, KANSAS CITY, MO 64111-1531
- In care of
- % TONIA GILBERT
- Principal officer (990 for 2025)
- TONIA GILBERT, 300 E 39TH ST, KANSAS CITY, MO 64111
- Signed the 990
- TONIA GILBERT, CEO
- Phone
- (816) 363-3819
- Website
- UPPERROOMKC.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
OUR MISSION IS TO PROVIDE HIGH QUALITY, EDUCATIONAL PROGRAMS WHILE ACTIVELY ENGAGING AND CHALLENGING STUDENTS TO ENJOY LEARNING. WE WORK TO SUPPORT URBAN CORE NEIGHBORHOODS BY OFFERING AND DEVELOPING QUALITY EDUCATIONAL PROGRAMS.
Program accomplishments
- SUMMER ACADEMIC PROGRAMUPPER ROOM KC'S SUMMER ACADEMIC PROGRAM CONTINUED TO ALIGN WITH MISSOURI LEARNING STANDARDS, PROVIDING A COMPREHENSIVE EIGHT-WEEK EXPERIENCE WITH 11 HOURS OF DAILY PROGRAMMING FOR OVER 1,500 KINDERGARTEN THROUGH EIGHTH-GRADE STUDENTS ACROSS 13 SITES, INCLUDING COMMUNITY CENTERS, SCHOOLS, AND CHURCHES. CERTIFIED TEACHERS DELIVERED ACADEMIC INSTRUCTION DESIGNED TO REINFORCE AND PREVIEW CORE SUBJECTS FOR THE UPCOMING SCHOOL YEAR, WHILE ENRICHMENT OFFERINGS IN ART, MUSIC, AND PHYSICAL ACTIVITY PROMOTED WHOLE-CHILD DEVELOPMENT. STUDENTS ALSO PARTICIPATED IN FIELD TRIPS AND HANDS-ON LEARNING EXPERIENCES THAT EXPANDED CLASSROOM LESSONS INTO REAL-WORLD APPLICATIONS. (CONTINUED ON SCHEDULE O)SUPPORTED BY STATE FUNDING AND PARTNERSHIPS WITH LOCAL SCHOOLS, ALL PROGRAMS REMAINED FREE, SUBSIDIZED, OR LOW COST, ENSURING EQUITABLE ACCESS FOR FAMILIES THROUGHOUT THE KANSAS CITY AREA.Expenses $2,247,081 · revenue $2,802,901
- AFTER-SCHOOL PROGRAMUPPER ROOM KC'S AFTER-SCHOOL PROGRAM PROVIDED INDIVIDUALIZED ACADEMIC SUPPORT, ENRICHMENT ACTIVITIES, AND DAILY MEALS FOR MORE THAN 250 STUDENTS ACROSS FIVE PROGRAM SITES. CERTIFIED TEACHERS AND TUTORS OFFERED 1-ON-1 HOMEWORK ASSISTANCE, LITERACY AND MATH ENRICHMENT, AND PROJECT-BASED LEARNING EXPERIENCES ALIGNED WITH STUDENTS' SCHOOL CURRICULA. IN 2025, UPPER ROOM STRENGTHENED PARTNERSHIPS WITH HOLY CROSS CATHOLIC SCHOOL, ACADEMY FOR INTEGRATED ARTS (AFIA), AND ACADEMIE LAFAYETTE (OAK & CHERRY CAMPUSES), WHILE EXPANDING COLLABORATIONS WITH ADDITIONAL SCHOOLS TO BETTER MEET COMMUNITY NEEDS. (CONTINUED ON SCHEDULE O)THE PROGRAM CONTINUED TO PRIORITIZE ACADEMIC CONTINUITY, SOCIAL DEVELOPMENT, AND FAMILY SUPPORT, PARTICULARLY FOR WORKING PARENTS SEEKING STRUCTURED, SAFE AFTER-SCHOOL ENVIRONMENTS. ALL PROGRAMMING AT UPPER ROOM KC IS STATE LICENSED FOR ALL AFTER-SCHOOL SITES, UNDERSCORING ITS COMMITMENT TO QUALITY AND COMPLIANCE.Expenses $585,948 · revenue $377,041
- EARLY LEARNING CENTERUPPER ROOM KC'S EARLY LEARNING CENTER (ELC) REMAINED TEMPORARILY CLOSED DURING 2025 AS THE ORGANIZATION CONTINUED TO SEEK A SUITABLE FACILITY FOR RELOCATION. THE ORGANIZATION CONTINUES TO EVALUATE COST-EFFECTIVE OPTIONS TO REOPEN A MODERNIZED, ACCREDITED EARLY CHILDHOOD EDUCATION CENTER IN THE FUTURE.Expenses $102,728
- IN ADDITION TO ITS CORE EDUCATIONAL PROGRAMS, UPPER ROOM KC CONTINUED TO STRENGTHEN COMMUNITY CONNECTIONS THROUGH FAMILY ENGAGEMENT EVENTS, LITERACY INITIATIVES, AND PARTNERSHIPS THAT SUPPORT STUDENTS AND FAMILIES BEYOND THE CLASSROOM. IN 2025, UPPER ROOM PARTICIPATED IN, COMMUNITY RESOURCE FAIRS AND COLLEGE AND CAREER READINESS WORKSHOPS IN COLLABORATION WITH LOCAL SCHOOLS, CHURCHES, AND NONPROFIT PARTNERS. THESE INITIATIVES PROVIDED FAMILIES WITH ACCESS TO EDUCATIONAL RESOURCES, HEALTH AND WELLNESS INFORMATION, AND ACADEMIC ENRICHMENT OPPORTUNITIES, REACHING AN ESTIMATED 1,500 INDIVIDUALS THROUGHOUT THE YEAR. THE ORGANIZATION ALSO ENGAGED VOLUNTEERS AND COMMUNITY PARTNERS TO EXPAND OUTREACH AND SUSTAIN ITS MISSION OF EMPOWERING FAMILIES THROUGH EDUCATION AND SUPPORT.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-1803509
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N31)
- Assets (IRS master file)
- $2,060,019
- Income (IRS master file)
- $3,867,896
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,867,896 | $3,645,198 | $2,060,019 | XML |
| 990 | December 2024 | $3,720,215 | $3,239,236 | $2,385,212 | XML |
| 990 | December 2023 | $2,616,616 | $2,700,778 | $2,342,477 | XML |
| 990 | December 2022 | $3,080,462 | $2,920,035 | $2,272,983 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 43-1803509).
Questions about UPPER ROOM KC
- What is the EIN of UPPER ROOM KC?
- The employer identification number (EIN) of UPPER ROOM KC is 43-1803509.
- Is UPPER ROOM KC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to UPPER ROOM KC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPPER ROOM KC 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 UPPER ROOM KC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER ROOM KC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UPPER ROOM KC?
- The 990 for the year ended December 31, 2025 names TONIA GILBERT.
- Who are the officers and directors of UPPER ROOM KC?
- The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $172,468 (TONIA GILBERT, CEO).
- How much revenue does UPPER ROOM KC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,867,896, expenses of $3,645,198 and total assets of $2,060,019 at year end.
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All nonprofits in KANSAS CITY · Missouri · Recreation and sports