Civic Intelligence

Umkc Alumni Association

EIN 43-6066887 • 501(c)3 • Kansas City, MO

Profile

The mission of the association is to provide a lifetime link to umkc for alumni and friends to support the mission and goals of the university and help it achieve its potential.

5115 Oak Street 202Kansas City, MO 64112

www.umkcalumni.com

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

55th percentile

5.5%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-9.3%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$1,082,772

Up $56,355 (+5.5%) from 2024

Liabilities

Down

$941

Down $3,131 (-77%) from 2024

Net Assets

Up

$1,081,831

Up $59,486 (+5.8%) from 2024

Operations
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Down

$99,673

Down $10,249 (-9.3%) from 2024

Expenses

Down

$58,042

Down $8,813 (-13%) from 2024

Net Income

Down

$41,631

Down $1,436 (-3.3%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $812,515Liabilities 2011: $0Net Assets 2011: $812,5152011Assets 2012: $651,517Liabilities 2012: $0Net Assets 2012: $651,5172012Assets 2013: $682,869Liabilities 2013: $0Net Assets 2013: $682,8692013Assets 2014: $701,124Liabilities 2014: $0Net Assets 2014: $701,1242014Assets 2015: $703,373Liabilities 2015: $0Net Assets 2015: $703,3732015Assets 2016: $644,215Liabilities 2016: $0Net Assets 2016: $644,2152016Assets 2017: $781,387Liabilities 2017: $0Net Assets 2017: $781,3872017Assets 2018: $819,959Liabilities 2018: $3,805Net Assets 2018: $816,1542018Assets 2019: $836,174Liabilities 2019: $750Net Assets 2019: $835,4242019Assets 2020: $846,564Liabilities 2020: $0Net Assets 2020: $846,5642020Assets 2021: $971,113Liabilities 2021: $0Net Assets 2021: $971,1132021Assets 2022: $973,261Liabilities 2022: $8,632Net Assets 2022: $964,6292022Assets 2023: $959,401Liabilities 2023: $3,500Net Assets 2023: $955,9012023Assets 2024: $1,026,417Liabilities 2024: $4,072Net Assets 2024: $1,022,3452024Assets 2025: $1,082,772Liabilities 2025: $941Net Assets 2025: $1,081,8312025

Highlighted filing

2025

Assets$1,082,772
Liabilities$941
Net Assets$1,081,831
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $63,280Expenses 2011: $73,483Net Income 2011: -$10,2032011Expenses 2012: $207,5922012Expenses 2013: $75,0882013Revenue 2014: $107,205Expenses 2014: $122,866Net Income 2014: -$15,6612014Revenue 2015: $142,596Expenses 2015: $119,389Net Income 2015: $23,2072015Revenue 2016: $89,195Expenses 2016: $129,239Net Income 2016: -$40,0442016Revenue 2017: $231,193Expenses 2017: $135,937Net Income 2017: $95,2562017Revenue 2018: $136,345Expenses 2018: $109,686Net Income 2018: $26,6592018Revenue 2019: $110,384Expenses 2019: $101,304Net Income 2019: $9,0802019Revenue 2020: $85,016Expenses 2020: $71,569Net Income 2020: $13,4472020Revenue 2021: $115,515Expenses 2021: $67,649Net Income 2021: $47,8662021Revenue 2022: $132,716Expenses 2022: $92,660Net Income 2022: $40,0562022Revenue 2023: $92,596Expenses 2023: $102,694Net Income 2023: -$10,0982023Revenue 2024: $109,922Expenses 2024: $66,855Net Income 2024: $43,0672024Revenue 2025: $99,673Expenses 2025: $58,042Net Income 2025: $41,6312025

Highlighted filing

2025

Revenue$99,673
Expenses$58,042
Net Income$41,631
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,082,772
Liabilities
$941
Net assets
$1,081,831
Revenue
$99,673
Expenses
$58,042
Net income
$41,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.10$0.06$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.02$0.11$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.09$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.13$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.12$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.09$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.11$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.14$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.23$0.14$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.09$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.14$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.11$0.12$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.21
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.06$0.07$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 1, 2026
Return Version
2024v5.5
Gross Receipts
$175,307
Mission and Program Overview

Mission

The purposes for the association are for promoting and furthering education in the state of missouri by aiding, extending, furthering and calling to public attention the work of the university of missouri at kansas city and by supporting, maintaining and directing to educational ends the alumni activities of the association and former students of said university; to demonstrate loyalty to alma mater, share in its problems and progress, form a closer bond among the alumni, administer and support a program participated in by alumni from all schools and colleges within the university, and do all things related thereto.

To provide a link for alumni and friends to support the mission and goals of the university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$687,345$726,045▲ $38,700
Savings and Temporary Cash Investments$315,343$329,654▲ $14,311
Accounts Receivable$951$1,000▲ $49
Inventories for Sale or Use$1,020$882▼ $138
Total Assets$1,026,417$1,082,772▲ $56,355
Other Assets Total$21,758$25,191▲ $3,433
Liabilities
Accounts Payable and Accrued Expenses$4,072$941▼ $3,131
Total Liabilities$4,072$941▼ $3,131
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$923,108$977,476▲ $54,368
Net Assets With Donor Restrictions$99,237$104,355▲ $5,118
Total Net Assets Fund Balance$1,022,345$1,081,831▲ $59,486
Total Liabilities and Net Assets / Fund Balance$1,026,417$1,082,772▲ $56,355

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$726,045--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$767,721$2,757▲ $69,665$3,376$811,539
2023$721,921$1,933▲ $70,631$3,245$767,721
2022$759,520$1,000▲ $23,982$40,065$721,921
2021$771,537$16,831▼ $3,746$3,051$759,520
2020$634,098$11,042▲ $151,161$3,012$771,537
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Joseph P SpalittoImmediate Past President
Molly KerrPresident
Lisa FolscorftPresident Elect
Anna Thomas-riosDirector-at-large
Charnissa Holliday ScottDirector-at-large
Daniel ThomasDirector-at-large
Douglas EnderleDirector-at-large
Jacqueline ThompsonDirector-at-large
Jose FausDirector-at-large
Joseph SeabrooksDirector-at-large
Lawrence TaftDirector-at-large
M Fahim SiddiquiDirector-at-large
Melissa RobinsonDirector-at-large
Roberto QuintanillaPres-bloch Alumni Board
Clayton DelongPres-CON Alumni Board
Kamera MeaneyPres-hss Alumni Board
Brennan DelaneyPres-law Alumni Board
Michael LeblancPres-sod Alumni Board
Alexmarie GomezPres-sod-dental Hygiene Alumni Board
Dion LucasPres-soeswps Alumni Board
Ralph WuebkerPres-som Alumni Board
Jacob SumnerPres-sonhs Alumni Board
Melinda JohnsonPres-sop Alumni Board
Brian WoltkampPres-sse Alumni Board
Yasmen HassenStudent Director
Eugene AgeeTreasurer/VP-finance (thru 6/30/25)
James MaidenVP-leadership
Gary SageVP-marketing & Communications
Latrina WeeklyVP-multicultural & Community Affairs
Jim HoganVP-recognition
Revenue and Support

Revenue Composition

Contributions and Grants
$89,513
Program Service Revenue
$0
Investment Income
$44,926
Other Revenue
$-34,766
All Other Contributions
$24,890
Change in Net Assets
$41,631

Audited Revenue Reconciliation

Revenue per Audited Statements
$99,673
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$88,371
Total Revenue per Audited Statements
$188,044
Total Revenue per Form 990
$99,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,551
Other Expenses$24,491
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,551--$33,551
Fees for Services Accounting-$10,450-$10,450
Insurance-$5,635-$5,635
Office Expenses-$2,940-$2,940
Fees for Services Legal-$2,034-$2,034
Conferences and Meetings-$1,932-$1,932
Other Expenses-$1,500-$1,500
Total Functional Expenses$33,551$24,491$0$58,042

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$133,676
Expenses Not Reported on Form 990$75,634
Expenses per Audited Statements$58,042
Total Expenses per Form 990$58,042
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Missouri- Kansas CityKansas City, MO501(c)(3)Student Support and Scholarship$20,081
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$75,634
Fundraising Gross Income$15,442
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Alumni Award Event$59,200$8,940$36,137$-27,197
Sce Golf Tournament$15,975$5,037$6,397$-1,360
Total Events$80,065$15,442$75,634$-60,192
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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 A, Line 4

“There were significant changes made to the bylaws since the prior 990. These changes include the addition of defined roles for the treasurer and secretary, as well as the establishment of two new committees: the alumni engagement committee and the independent selection committee.”

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

“The treasurer reviews the form 990 first. After the treasurer reviews, the form 990 is made available to the governing board prior to filing with the irs.”

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

“The conflict of interest policy and disclosure statement are provided to board of directors members annually. At the first meeting of the school year, board members complete the disclosure statement and sign the policy, then are reminded at meetings thereafter. The board reviews the completed disclosure statements to determine if any issues arise. Executive committee members without identified conflicts meet to review identified conflicts and next steps.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request for the same period of disclosure as set forth in section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Umkc Alumni Association
EIN
43-6066887
Phone
8162352332
Address
5115 OAK STREET 202, KANSAS CITY, MO 64112

Signing Officer

Name
Lawrence Taft
Title
Treasurer & VP of Finance
Phone
8162352332
Signed
2026-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Molly Kerr
Formed
1966
Legal Domicile
Mo
Voting Board Members
30
Independent Board Members
30
Employees
0
Volunteers
30

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Nicole D Dobson CPA
Phone
8165259699
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses netted against fundraising revenues 75,634. Investment income and net assets from restrictions -5,118.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses netted against fundraising revenues 75,634.”

Raw XML AppendixShowing 400 of 634 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm22BRENNAN DELANEY
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/VP-FINANCE (THRU 6/30/25)
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP-MARKETING & COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP-MULTICULTURAL & COMMUNITY AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP-LEADERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP-RECOGNITION
IRS990/Form990PartVIISectionAGrp/TitleTxt7IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt18STUDENT DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt20PRES-CON ALUMNI BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRES-HSS ALUMNI BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRES-LAW ALUMNI BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt23PRES-SOD-DENTAL HYGIENE ALUMNI BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt24PRES-SOD ALUMNI BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt25PRES-SOESWPS ALUMNI BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt26PRES-SOM ALUMNI BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRES-SONHS ALUMNI BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt28PRES-SSE ALUMNI BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt29PRES-SOP ALUMNI BOARD
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IRS990/MissionDesc0THE MISSION OF THE ASSOCIATION IS TO PROVIDE A LIFETIME LINK TO UMKC FOR ALUMNI AND FRIENDS TO SUPPORT THE MISSION AND GOALS OF THE UNIVERSITY AND HELP IT ACHIEVE ITS POTENTIAL.
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