Community Foundation Of The Ozarks Inc
- Assets
- $393.8m
- Revenue
- $57.1m
- Investments
- $58.1m
- Employees
- 36
- Location
- Springfield, MO
- Founding
- 03/1974
- Data as of
- 06/2021
- EIN
- 23-7290968
Organization Overview
Community Foundation Of The Ozarks Inc is located in Springfield, MO. The organization was established in 1974. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, Community Foundation Of The Ozarks Inc employed 36 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Community Foundation Of The Ozarks Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Community Foundation Of The Ozarks Inc generated $57.1m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 18.0% each year . All expenses for the organization totaled $22.1m during the year ending 06/2021. While expenses have increased by 3.0% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Community Foundation Of The Ozarks Inc has awarded 5,206 individual grants totaling $107,780,008. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ADMINISTER FUNDS FOR DONORS AND AGENCIES AND PROVIDE GRANTMAKING SERVICES TO NONPROFITS IN SOUTHERN MISSOURI
Describe the Organization's Program Activity:
THE FOUNDATION RECEIVES, DISTRIBUTES AND ADMINISTERS FUNDS FOR CHARITABLE AND PUBLIC PURPOSES, PRIMARILY PERMANENT ENDOWED FUNDS FOR THE SPRINGFIELD METROPOLITAN AREA, REGIONAL COMMUNITY FOUNDATIONS AND THE SOUTHERN TIER OF MISSOURI
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brian Fogle President & CEO | Officer | 49 | $175,830 |
Luis Leon CFO | Officer | 50 | $137,366 |
Louise Knauer COO | Officer | 50 | $111,263 |
Rhonda Christopher Chair | OfficerTrustee | 1 | $0 |
Robin Morgan Vice Chair | OfficerTrustee | 1 | $0 |
Laurie Edmondson Secretary | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $3,034,124 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $33,768,409 |
| Noncash contributions included in lines 1a–1f | $5,508,886 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $36,802,533 |
| Total Program Service Revenue | $786,551 |
| Investment income | $4,578,201 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $15,000,702 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $57,110,719 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $14,409,874 |
| Grants and other assistance to domestic individuals. | $3,768,306 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $418,259 |
| Compensation of current officers, directors, key employees. | $179,726 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,288,324 |
| Pension plan accruals and contributions | $65,306 |
| Other employee benefits | $312,399 |
| Payroll taxes | $111,678 |
| Fees for services: Management | $463,733 |
| Fees for services: Legal | $17,631 |
| Fees for services: Accounting | $45,677 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $374,125 |
| Fees for services: Other | $13,688 |
| Advertising and promotion | $0 |
| Office expenses | $89,012 |
| Information technology | $194,938 |
| Royalties | $0 |
| Occupancy | $117,906 |
| Travel | $9,850 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $19,543 |
| Interest | $42,583 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $69,396 |
| Insurance | $70,857 |
| All other expenses | $6,724 |
| Total functional expenses | $22,142,682 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $60,017,849 |
| Pledges and grants receivable | $5,645,469 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $1,389,391 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $26,699 |
| Net Land, buildings, and equipment | $11,268,213 |
| Investments—publicly traded securities | $255,098,049 |
| Investments—other securities | $58,087,021 |
| Investments—program-related | $1,717,355 |
| Intangible assets | $0 |
| Other assets | $548,377 |
| Total assets | $393,798,423 |
| Accounts payable and accrued expenses | $692,841 |
| Grants payable | $0 |
| Deferred revenue | $22,000 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $110,322 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $100,473,393 |
| Total liabilities | $101,298,556 |
| Net assets without donor restrictions | $17,088,478 |
| Net assets with donor restrictions | $275,411,389 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $393,798,423 |
Grants Awarded
Over the last fiscal year, Community Foundation Of The Ozarks Inc has awarded $14,409,847 in support to 543 organizations.
| Grant Recipient | Amount |
|---|---|
Branson, MO PURPOSE: SPECIFIC PROGRAM | $532,750 |
FIRST CHRISTIAN CHURCH OF LAMAR PURPOSE: SPECIFIC PROGRAM | $500,000 |
Springfield, MO PURPOSE: SPECIFIC PROGRAM, CAPITAL CAMPAIGN | $452,658 |
Springfield, MO PURPOSE: SPECIFIC PROGRAM | $440,004 |
Springfield, MO PURPOSE: SPECIFIC PROGRAM, CAPITAL CAMPAIGN | $309,553 |
Marshfield, MO PURPOSE: SPECIFIC PROGRAM | $257,642 |
Grants Recieved
Over the last fiscal year, we have identified 22 grants that Community Foundation Of The Ozarks Inc has recieved totaling $1,170,581.
| Awarding Organization | Amount |
|---|---|
Bill & Melinda Gates Foundation Seattle, WA PURPOSE: PUBLIC AWARENESS AND ANALYSIS | $407,504 |
Hulston Family Foundation Kansas City, MO PURPOSE: DONOR ADVISED FUNDS | $300,000 |
Kresge Foundation Troy, MI PURPOSE: TO INCREASE THE STUDENT AFRICAN AMERICAN BROTHERHOODS (SAAB) CAPACITY TO SECURE FINANCIAL SUPPORT, COMMUNICATE ITS STORY, AND EVALUATE STUDENT EXPERIENCES AND OUTCOMES. | $125,000 |
The Funders Network Inc Coral Gables, FL PURPOSE: PPREP | $77,250 |
Tides Foundation San Francisco, CA PURPOSE: HEALTHY INDIVIDUALS AND COMMUNITIES | $50,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $45,850 |
Endowment Analysis
| Beg. Balance | $154,193,913 |
| Earnings | $48,633,155 |
| Admin Expense | $2,416,357 |
| Net Contributions | $25,532,249 |
| Grants | $11,700,301 |
| Ending Balance | $214,242,659 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Omaha Community Foundation Donor Directed Depository Omaha, NE | $49,176,399 | $38,155,808 |
Nebraska Community Foundation Lincoln, NE | $227,749,373 | $20,781,363 |
Arkansas Community Foundation Inc Little Rock, AR | $560,797,819 | $112,679,416 |
The Community Foundation Of Louisville Inc Louisville, KY | $675,486,716 | $70,628,491 |
Oklahoma City Community Foundation Inc Oklahoma City, OK | $855,000,248 | $159,496,642 |
Elks National Foundation Inc Chicago, IL | $936,472,552 | $62,047,958 |
Chattanooga Christian Community Foundation Chattanooga, TN | $107,861,272 | $37,732,736 |
Community Foundation Of Greater Chattanooga Inc Chattanooga, TN | $242,437,300 | $52,106,763 |
Lincoln Community Foundation Inc Lincoln, NE | $161,472,860 | $29,470,305 |
East Tennessee Foundation Knoxville, TN | $333,652,631 | $23,055,951 |
Community Foundation Of The Ozarks Inc Springfield, MO | $393,798,423 | $57,110,719 |
Blue Grass Community Foundation Inc Lexington, KY | $132,271,880 | $24,051,212 |