Catholic Charities of Kansas City - St Joseph Legacy Fund
Donations deductibleRevenue
$509k
year to 31 December 2024
Expenses
$585k
year to 31 December 2024
Total assets
$10.5m
$0 liabilities
Net assets
$10.5m
assets less liabilities
Directors and trustees
7
6.1y av
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Voting members
7
reported in Part VI
Catholic Charities of Kansas City - St Joseph Legacy Fund's network
7 peoplei7 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Carla Mills | Appointee of Housing Organ | 2020 | 6 yrs |
| J Victor Ammons | Appointee of Beneficiary B | 2020 | 6 yrs |
| Jon Doolittle | Elected Member | 2020 | 6 yrs |
| Karen Noel | Beneficiary Chief Executiv | 2020 | 6 yrs |
| Kendall Bevers | Beneficiary Chief Financia | 2022 | 4 yrs |
| Philip Paschang | Elected Member | 2020 | 6 yrs |
| Reverend Charles N Rowe STD | Elected Member (Clergy) | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Karen Noel | Beneficiary Chief Executiv | 0.25 | $0 | $118k | |
| J Victor Ammons | Appointee of Beneficiary B | 0.25 | $0 | ||
| Carla Mills | Appointee of Housing Organ | 0.25 | $0 | ||
| Jon Doolittle | Elected Member | 0.25 | $0 | ||
| Philip Paschang | Elected Member | 0.25 | $0 | ||
| Reverend Charles N Rowe STD | Elected Member (Clergy) | 0.25 | $0 | ||
| Kendall Bevers | Beneficiary Chief Financia | 0.25 | $0 | $71k | |
| Creative Planning Trust Company | Corporate Trustee | 1 | $0 | $4k |
About
- Legal name
- Catholic Charities of Kansas City - St Joseph Legacy Fund
- EIN
- 856664787
- Address
- 5454 W 110th St, Overland Park, KS, 66211-1204
- State
- Kansas
- Mission
- The trust is organized and will be operated exclusively for charitable purposes as set forth in section 501(c)(3) of the internal revenue code including, for these purposes, the making of distributions to catholic charities of kansas city-st. Joseph, inc., a missouri benevolent corporation. It is the intent that the trust shall be classified and operated as a type iii supporting... (as filed on the Form 990)
- Activity (NTEE)
- X22 Religion-related
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Religion-Related
- Size band
- 8 (IRS master file code)
- Formed
- 2020
- Principal officer
- Creative Planning Trust C (as named on the Form 990)
- IRS ruling date
- 1 August 2022
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- SO (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥6years on the filingsCarla Mills
≥6years on the filingsJ Victor Ammons
≥6years on the filingsJon Doolittle
≥6years on the filingsKaren Noel
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $10.5m
- Total liabilities
- $0
- Net assets or fund balances
- $10.5m
- Contributions and grants received
- $59
- Program service revenue
- $0
- Grants and similar paid out
- $557k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $509k | $585k | Deficit $76k |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Charities of Kansas City - St Joseph Inc | To benefit and support the catholic charities of kansas city - st. Joseph, inc. | $557k |