Civic Intelligence

Kansas-Missouri Superintendents

EIN 26-2608171 • 501(c)3 • Kansas City, MO

Profile

The purpose of the forum is to improve student learning by assisting superintendents to become more effective leaders

4520 Main Street Suite 520Kansas City, MO 64111

ksmosuptforum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

34th percentile

-7.1%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-14%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-5.4%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$107,609

Down $16,965 (-14%) from 2023

Liabilities

Up

$1,113

Up $1,113 from 2023

Net Assets

Down

$106,496

Down $18,078 (-15%) from 2023

Revenue

Down

$254,156

Down $14,465 (-5.4%) from 2023

Expenses

Up

$272,234

Up $73,788 (+37%) from 2023

Net Income

Down

-$18,078

Down $88,253 (-126%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $20,541Net Assets 2012: $20,5412012Assets 2013: $426Net Assets 2013: $4262013Assets 2015: $13,330Net Assets 2015: $13,3302015Assets 2016: $12,208Net Assets 2016: $12,2082016Assets 2017: $2,018Net Assets 2017: $2,0182017Assets 2018: $48,048Liabilities 2018: $0Net Assets 2018: $48,0482018Assets 2019: $68,503Liabilities 2019: $0Net Assets 2019: $68,5032019Assets 2020: $98,280Liabilities 2020: $0Net Assets 2020: $98,2802020Assets 2021: $105,442Liabilities 2021: $0Net Assets 2021: $105,4422021Assets 2022: $54,399Liabilities 2022: $0Net Assets 2022: $54,3992022Assets 2023: $124,574Liabilities 2023: $0Net Assets 2023: $124,5742023Assets 2024: $107,609Liabilities 2024: $1,113Net Assets 2024: $106,4962024

Highlighted filing

2024

Assets$107,609
Liabilities$1,113
Net Assets$106,496

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $191,015Expenses 2012: $166,591Net Income 2012: $24,4242012Revenue 2013: $127,242Expenses 2013: $147,357Net Income 2013: -$20,1152013Revenue 2015: $165,175Expenses 2015: $154,158Net Income 2015: $11,0172015Revenue 2016: $174,834Expenses 2016: $175,956Net Income 2016: -$1,1222016Revenue 2017: $192,000Expenses 2017: $196,198Net Income 2017: -$4,1982017Revenue 2018: $220,500Expenses 2018: $174,470Net Income 2018: $46,0302018Revenue 2019: $196,500Expenses 2019: $176,044Net Income 2019: $20,4562019Revenue 2020: $188,890Expenses 2020: $159,113Net Income 2020: $29,7772020Revenue 2021: $160,708Expenses 2021: $153,546Net Income 2021: $7,1622021Revenue 2022: $159,520Expenses 2022: $210,562Net Income 2022: -$51,0422022Revenue 2023: $268,621Expenses 2023: $198,446Net Income 2023: $70,1752023Revenue 2024: $254,156Expenses 2024: $272,234Net Income 2024: -$18,0782024

Highlighted filing

2024

Revenue$254,156
Expenses$272,234
Net Income-$18,078

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$254,156
Mission and Program Overview

Mission

The purpose of the forum is to improve student learning by assisting superintendents to become more effective leaders

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$124,574$107,609▼ $16,965
Total Assets$124,574$107,609▼ $16,965
Liabilities
Accounts Payable and Accrued Expenses-$1,113-
Total Liabilities$0$1,113▲ $1,113
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$124,574$106,496▼ $18,078
Total Net Assets Fund Balance$124,574$106,496▼ $18,078
Total Liabilities and Net Assets / Fund Balance$124,574$107,609▼ $16,965
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Bill NicelyBoard President
Dr Shelly KiblingerBoard Vice President
Dr Jason DialBoard Sec./treas.
Dr Robert W WatkinsDirector
Suzan PattonExecutive Director
Bill HallMember of the Board
Dave YoungerMember of the Board
David HowardMember of the Board
Dr Art MccoyMember of the Board
Dr Curtis CainMember of the Board
Dr Dale HerlMember of the Board
Dr Dennis CarpenterMember of the Board
Dr Destry BrownMember of the Board
Dr Fred DierksenMember of the Board
Dr John AllisonMember of the Board
Dr John JungmannMember of the Board
Dr Mike FultonMember of the Board
Dr Steve KarlinMember of the Board
Susan WallyMember of the Board
Revenue and Support

Revenue Composition

Contributions and Grants
$175,000
Program Service Revenue
$79,100
Investment Income
$56
Other Revenue
$0
All Other Contributions
$175,000
Change in Net Assets
$-18,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,734
Salaries, Compensation, and Employee Benefits$46,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$121,522--$121,522
Fees for Services Other$88,817--$88,817
Current Officers, Directors, Trustees, and Key Employees$46,500--$46,500
Fees for Services Accounting$3,380--$3,380
Information Technology$1,300--$1,300
Insurance$1,113--$1,113
Office Expenses$502--$502
Other Expenses$113--$113
Total Functional Expenses$272,234$0$0$272,234
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Organization's process to review form 990 each board member will review form 990 online or in person at the office before the return is filed

Form 990, Part VI, Section B, Line 12C

Enforcement of conflicts policy the conflict of interest policy is in the by-laws and is reviewed annually

Form 990, Part VI, Section C, Line 19

All governing documents can be made available to the public upon request. The oganization provides the documents electronically or in paper format.

Filing and Contact Details

Filer

Filer Name
Kansas-missouri Superintendents
EIN
26-2608171
Phone
6206721701
Address
4520 MAIN STREET SUITE 520, KANSAS CITY, MO 64111

Signing Officer

Name
Suzan Patton
Title
Executive Director
Phone
6206721701
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzan Patton
Formed
2008
Legal Domicile
Mo
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
The Retirement Planning Group LLC
Address
11460 TOMAHAWK CREEK PKWY SUITE 400, LEAWOOD, KS 66211
Preparer
Meredith N Dickinson CPA
Phone
9139069898
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consultant: program service expenses 32,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,500. Speaker/presenters: program service expenses 56,317. Management and general expenses 0. Fundraising expenses 0. Total expenses 56,317.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SEC./TREAS.
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR
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IRS990/OtherExpensesGrp/TotalAmt2696
IRS990/OtherExpensesGrp/TotalAmt3113
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUZAN PATTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt079100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt079100
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0196190
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt067
IRS990/PYOtherExpensesAmt0151946
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt072364
IRS990/PYRevenuesLessExpensesAmt070175
IRS990/PYSalariesCompEmpBnftPaidAmt046500
IRS990/PYTotalExpensesAmt0198446
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0268621
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-18078
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt079100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0165000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0196190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0127500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0663690
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0357814
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0663690
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0165000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0196190
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0127500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0663690
IRS990ScheduleA/TotalSupportAmt0663690
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990 EACH BOARD MEMBER WILL REVIEW FORM 990 ONLINE OR IN PERSON AT THE OFFICE BEFORE THE RETURN IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENFORCEMENT OF CONFLICTS POLICY THE CONFLICT OF INTEREST POLICY IS IN THE BY-LAWS AND IS REVIEWED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS CAN BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE OGANIZATION PROVIDES THE DOCUMENTS ELECTRONICALLY OR IN PAPER FORMAT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTANT: PROGRAM SERVICE EXPENSES 32,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,500. SPEAKER/PRESENTERS: PROGRAM SERVICE EXPENSES 56,317. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,317.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0124574
IRS990/TotalAssetsEOYAmt0107609
IRS990/TotalAssetsGrp/BOYAmt0124574
IRS990/TotalAssetsGrp/EOYAmt0107609
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0175000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0272234
IRS990/TotalFunctionalExpensesGrp/TotalAmt0272234
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01113
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01113
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0124574
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0106496
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0272234
IRS990/TotalProgramServiceRevenueAmt079100
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt056
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt079100
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254156
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0124574
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0107609
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0KSMOSUPTFORUM.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZAN PATTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06206721701
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KANSAS-MISSOURI SUPERINTENDENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LEADERSHIP FORUM
ReturnHeader/Filer/BusinessNameControlTxt0KANS
ReturnHeader/Filer/EIN0262608171
ReturnHeader/Filer/PhoneNum06206721701
ReturnHeader/Filer/USAddress/AddressLine1Txt04520 MAIN STREET SUITE 520
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY

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