Kansas City Estate Planning Symposium
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 143,021 | 137,765 | 5,256 | 9.7 | — |
| 2012 | 174,474 | 145,032 | 29,442 | 11.7 | — |
| 2013 | 166,039 | 166,316 | −277 | 10.2 | — |
| 2014 | 189,390 | 149,422 | 39,968 | 14.5 | — |
| 2015 | 223,680 | 184,473 | 39,207 | 14.3 | 0% |
| 2016 | 235,847 | 206,643 | 29,204 | 14.5 | 0% |
| 2017 | 221,389 | 250,098 | −28,709 | 10.6 | 0% |
| 2018 | 286,913 | 269,443 | 17,470 | 10.6 | 0% |
| 2019 | 301,653 | 242,547 | 59,106 | 14.7 | 0% |
| 2020 | 154,425 | 140,000 | 14,425 | 29.7 | 19% |
| 2021 | 307,567 | 177,814 | 129,753 | 32.2 | 15% |
| 2023 | 330,591 | 331,521 | −930 | 16.9 | 0% |
In its most recent public year (2023), this organization spent $930 more than it brought in. Its reserves stood at about 16.9 months of spending, up from 9.7 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Kansas City Estate Planning Symposium's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works