AUMdb

Kansas City Estate Planning Symposium

EIN 431275325 · 501(c)(3) · Public charity · Kansas City, MO · recognized 1993

Assets
$571K
Revenue
$432K
Expenses
$377K
Investment income
$5.4K

Form 990 fiscal year ended 07/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Andrew S Felker Chair $0 $0
Corey Ziegler Past chair $0 $0
Craig C Reaves Past chair $0 $0
Jenna Hauschild Treasurer $0 $0
Alexander Edelman Director $0 $0
Christine M Graham Director $0 $0
Christopher J Anderson Director $0 $0
Daniel P Wheeler Director $0 $0
Erin L Anderson Director $0 $0
Heath Hoobing Director $0 $0
Heather Counts Director $0 $0
Jason Simmons Director $0 $0
Jessica Kinnard Director $0 $0
Joseph D Growney Director $0 $0
Julie A Welch Director $0 $0
Kevin R Johnson Director $0 $0
Lynn D Cockle Director $0 $0
M Suzanne Hall Chair elect $0 $0
Paul R Himmelstein Director $0 $0
Peter Phillips Director $0 $0
Prof Christopher R Hoyt Director $0 $0
Rebecca Ann Godfrey Director $0 $0
Rochelle Falk Director $0 $0
Russell E Utter Jr Director $0 $0
Scott E Blakesley Director $0 $0
Shellie Billau Director $0 $0
Stacey Janssen Director $0 $0
Steve Johnson Director $0 $0
Lori Maher Mccombs Executive director $0 $0