NonprofitsCommunity Foundation Of The Ozarks Inc

Community Foundations

Community Foundation Of The Ozarks Inc

SPRINGFIELD, MO

Total revenue

$57.7M

Total expenses

$31.8M

Net assets

$363.2M

Grants received

$29.4M

208 grants

EIN

237290968

Tax year

2023

Mission

The community foundation of the ozarks mission is to enhance the quality of life through resource development, community grantmaking, collaboration, and public leadership.

Programs

2 programs

The Community Foundation of the Ozarks, in partnership with local banks, manages the grantmaking for various foundations. These dollars, designated for the Springfield MSA and affiliate service areas, support agencies providing education and serving children, low-income families, and the unsheltered. In addition, other unrestricted dollars bolster the foundation's discretionary grantmaking programs, having significant impact particularly in rural communities, served through CFO's network of fifty-five affiliate foundations. This year, funding supported capital projects for trusted community partners, arts programming, projects related to combating loneliness and isolation in rural communities, learning enhancement technology, supplies and materials in rural K-12 public schools, nursing and allied health scholarship funding, and multi-year programming related to improving access and reducing mental health stigma.

Expenses: $2.4MGrants: $2.4M

The Community Foundation of the Ozarks provides scholarships, designed to meet the donor's intent, for high school students and returning adult learners seeking higher education by connecting generous donors with nonprofit organizations. Applicants complete a universal application, and awards are disbursed directly to the educational institution for the benefit of the student. The Community Foundation of the Ozarks' scholarship program is committed to respect for all people and does not intend to deny service based on race, color, sex, religion, national origin, age, ability, sexual orientation, gender identity or veteran status. Conditions of scholarship criteria may be specific if they do not violate federal public policy as it relates to discrimination and if it does not provide private benefit to the donor or donor's family members. The CFO is committed to equity at every opportunity and continues to work to strengthen communities. CFO awarded 914 scholarships this past fiscal year.

Expenses: $1.8MGrants: $1.8M

Financials

FY 2023

Revenue

Contributions & grants$46.7M
Program service revenue$1.3M
Investment income$9.7M
Other revenue$95K
Total revenue$57.7M

Expenses

Grants paid$25.0M
Salaries & benefits$2.9M
Fundraising$1.4M
Other expenses$3.9M
Total expenses$31.8M
Total assets$479.9M
Net assets$363.2M

People

25 listed

NameRoleCompensation

BRIAN FOGLE

PRESIDENT & CEO END 02/24

Board

$234K

47 hrs/wk

LUIS LEON

CHIEF FINANCIAL OFFICER & EVP

Board

$139K

48 hrs/wk

WINTER KINNE

PRESIDENT & CEO BEG 11/23

Board

$107K

47 hrs/wk

BRYAN VOWELS

DIRECTOR

Board

2 hrs/wk

DEBRA SHANTZ-HART

DIRECTOR

Board

2 hrs/wk

DOUG NICKELL

DIRECTOR

Board

2 hrs/wk

EMILY KEMBELL

DIRECTOR

Board

2 hrs/wk

GARY GARWITZ

DIRECTOR/AUDIT/OPERATIONS CHAIR

Board

2 hrs/wk

GREG HOFFMAN

DIRECTOR

Board

2 hrs/wk

JIMMY LILES

DIRECTOR

Board

2 hrs/wk

KARI CREIGHTON

DIRECTOR/IAB REPRESENTATIVE

Board

1 hrs/wk

ANNE MCGREGOR

DIRECTOR/VICE CHAIR

Board

1 hrs/wk

LAURIE EDMONDSON

DIRECTOR/CHAIR EMERITUS

Board

1 hrs/wk

LYNNE MEYERKORD

DIRECTOR

Board

2 hrs/wk

MEGAN MORRIS STACK

DIRECTOR

Board

2 hrs/wk

MICHAEL GARRETT

DIRECTOR

Board

2 hrs/wk

RICHARD CAVENDER

DIRECTOR

Board

2 hrs/wk

RON KRAETLLI

DIRECTOR/AT-LARGE

Board

1 hrs/wk

SARAH HONEYCUTT

DIRECTOR

Board

2 hrs/wk

STAN IRWIN

DIRECTOR

Board

2 hrs/wk

KRISTI MONTAGUE

DIRECTOR

Board

2 hrs/wk

DEAN THOMPSON

DIRECTOR/CHAIR

Board

1 hrs/wk

GAIL SMART

DIRECTOR/SECRETARY

Board

1 hrs/wk

ROY HARDY JR

DIRECTOR/TREASURER

Board

1 hrs/wk

ALICE WINGO

VICE PRESIDENT OF AFFILIATES

Staff

$105K

50 hrs/wk

Independent contractors

Fiducient Advisors LLC

INVESTMENT MANAGEMENT

$242K

PCNet

IT SERVICES

$173K

Dake Wells Architecture Inc

CONSTRUCTION

$140K

Grants received

Showing 200 of 208

FromAmountPurposeYear
$1.6M
Grants/grantmaking support
2024
$275K
SUPPORT MISSION EFFORTS
2024
$250K
GENERAL SUPPORT
2024
$70K
PHILANTHROPY
2024
$40K
OPERATING FUNDS
2024
$30K
CELEBRATE SPRINGFIELD SPONSORSHIP
2024
$28K
LORE
2024
$25K
LORE LEADERS FOR OZARKS REGIONAL DEVELOPMENT
2024
$25K
To support regionalism efforts in a 10-county region that includes Greene, Barry, Christian, Dade, Dallas, Lawrence, Polk, Stone, Taney and Webster Counties.
2024
$25K
COMMUNITY & HUMAN SERVICES
2024
$24K
FOR PROGRAMS THAT BENEFIT
2024
$20K
BREWER DONOR ADVISED FUND - PERRYVILLE
2024
$15K
Public, Societal Benefit
2024
$15K
CONSULTANT FOR REGIONALISM
2024
$11K
FOR ROBERT'S ADVENTURE PLAYGROUND, FOR THE BLAKE GRANNEMANN MEMORIAL SCHOLARSHIP FUND AT YOUR AFFILIATE, COMMUNITY FOUNDATION OF THE HERMANN AREA
2024
$10K
GENERAL SUPPORT
2024
$10K
ENHANCE QUALITY OF LIFE IN COMMUNITY
2024
$7K
For the Nevada/Vernon County Community Foundation partnership with the City of Nevada to build outside basketball and pickleball courts.
2024
$7K
GENERAL OPERATING SUPPORT
2024
$5K
To provide a book vending machine for Hollister Middle School or the Early Childhood Center.
2024
$4K
GENERAL SUPPORT
2024
$4K
To provide Reeds Spring seniors college or trade school scholarships.
2024
$3K
GENERAL SUPPORT
2024
$1K
COMMUNITY SUPPORT
2024
$515
General & Unrestricted
2024
$500
THE CASSVILLE SCHOOL DISTRICT EDUCATIONAL ENDOWMENT FUND (FUND #2074)
2024
$200
TO PROMOTE EDUCATION
2024
$2.1M
2020 and 2021 Grants/grantmaking support
2023
$361K
REDISTRIBUTION TO DEFINED
2023
$250K
Donor Advised Funds
2023
$250K
COMMUNITY INVOLVEMENT
2023
$183K
For grant recipient's exempt purposes
2023
$100K
GENERAL SUPPORT
2023
$75K
CAPACITY BUILDING SCHOLARSHIPS
2023
$68K
REPEATER UPGRADE TO IMPROVE NETWORK REACH
2023
$61K
OPERATING FUNDS
2023
$56K
David W. Trott Scholarship
2023
$50K
THE COMMUNITY FOUNDATION OF THE OZARKS IS INSTRUCTED TO DEPOSIT THIS GRANT TO THE MISSOURI ROCK ISLAND TRAIL FUND, GENERAL SUPPORT.
2023
$30K
CELEBRATE SPRINGFIELD SPONSORSHIP
2023
$30K
GENERAL SUPPORT
2023
$29K
PROGRAM SUPPORT
2023
$25K
FOR PROGRAMS THAT BENEFIT
2023
$20K
BREWER DONOR ADVISED FUND - PERRYVILLE
2023
$20K
ENHANCE QUALITY OF LIFE IN COMMUNITY
2023
$17K
PUBLIC, SOCIETAL BENEFIT
2023
$12K
CREATION OF 3 DONOR ADVISED FUNDS AT CFO.
2023
$10K
DISCRETIONARY FUNDING - YOUTH DONOR STUDY
2023
$8K
SUPPORT
2023
$7K
GENERAL SUPPORT
2023
$5K
TO SUPPORT THE ORGANIZATION'S MISSION TO ENHANCE THE QUALITY OF LIFE IN THEIR REGION.
2023
$5K
GENERAL SUPPORT
2023
$4K
For benefit of Reeds Spring School Foundation for Reeds Spring seniors college or trade school scholarships.
2023
$4K
For benefit of Hollister Schools Foundation Fund to help with funding for a book vending machine.
2023
$3K
CONSULTANT FOR REGIONALISM
2023
$3K
PHILANTHROPY, VOLUNTARISM AND GRANTMAKING FOUNDATIONS
2023
$3K
BIG FOR CYCYLE CONNECT 417
2023
$3K
SUPPORT MISSION EFFORTS
2023
$3K
GENERAL SUPPORT
2023
$2K
GENERAL SUPPORT
2023
$1K
To support school programs of Valley Springs Foundation that are not in the budget.
2023
$1K
THE JOPLIN PHILANTHROPIC SOCIETY
2023
$531
General & Unrestricted
2023
$500
THE CASSVILLE SCHOOL DISTRICT EDUCATIONAL ENDOWMENT FUND (FUND #2074)
2023
$500
CHARITABLE CONTRIBUTION
2023
$412
OTHER CIVIC / COMMUNITY
2023
$206
OTHER CIVIC / COMMUNITY
2023
$100
COMMUNITY SUPPORT
2023
$50
GENERAL OPERATING PURPOSE
2023
$2.6M
CREATION OF 3 DONOR ADVISED FUNDS AT CFO.
2022
$1.6M
2020 and 2021 Grants/grantmaking support
2022
$440K
REDISTRIBUTION TO DEFINED
2022
$369K
HUMAN SERVICES
2022
$167K
GENERAL SUPPORT
2022
$128K
PUBLIC, SOCIETAL BENEFIT
2022
$49K
OPERATING FUNDS
2022
$46K
GENERAL SUPPORT
2022
$44K
For grant recipient's exempt purposes
2022
$36K
David W. Trott Scholarship
2022
$32K
FOR PROGRAMS THAT BENEFIT
2022
$31K
CELEBRATE SPRINGFIELD FUND
2022
$30K
TO SUPPORT THE ORGANIZATION'S MISSION TO ENHANCE THE QUALITY OF LIFE IN THEIR REGION.
2022
$25K
General Nonprofit Support
2022
$24K
COMMUNITY GRANTS
2022
$18K
UNRESTRICTED
2022
$15K
FOR OUTDOOR COURTS /
2022
$15K
BREWER DONOR ADVISED FUND - PERRYVILLE
2022
$15K
CHARITABLE DONATION
2022
$11K
TO ASSIST AGENCY PARTNERS IMPROVE THE QUALITY OF LIFE IN SPRINGFIELD AND THE SURROUNDING AREAS, HELPING THOSE WHO NEED HELP THE MOST.
2022
$10K
GENERAL OPERATING
2022
$10K
for the Nevada/Vernon County MURF project, a multi-recreational youth facility for the community
2022
$7K
GENERAL SUPPORT
2022
$6K
PROGRAM/OPERATING SUPPORT
2022
$5K
ASSISTED 70 CHILDREN BY PROVIDING FOOD, CLOTHING, AND HYGIENE ITEMS.
2022
$5K
to support the Daily Citizen Project Fund
2022
$5K
General Fund use.
2022
$5K
ENHANCE QUALITY OF LIFE IN COMMUNITY
2022
$4K
fbo Reeds Spring School Foundation for Reeds Spring Seniors College or trade scholarships
2022
$4K
COMMUNITY ORGNIZATIONS
2022
$3K
THE BURRELL FOUNDATION'S "BE WELL COMMUNITY" CAMPAIGN
2022
$1K
PROGRAM/OPERATING SUPPORT
2022
$520
GENERAL OPERATING PURPOSES
2022
$515
General & Unrestricted
2022
$1.6M
GENERAL FUND
2021
$717K
GENERAL FUND
2021
$445K
REDISTRIBUTION TO DEFINED
2021
$46K
PUBLIC, SOCIETAL BENEFIT
2021
$45K
For grant recipient's exempt purposes
2021
$45K
For grant recipient's exempt purposes
2021
$33K
GENERAL SUPPORT
2021
$23K
OPERATING FUNDS
2021
$21K
CHARITABLE - RESTORATION OF WATER WATER
2021
$17K
UNRESTRICTED
2021
$11K
COMMUNITY DEVELOPMENT
2021
$10K
CHARITABLE DONATION
2021
$6K
For recipient's exempt purpose
2021
$6K
HUMAN SERVICES
2021
$5K
GIVE OZARKS
2021
$4K
ENHANCE QUALITY OF LIFE IN COMMUNITY
2021
$891K
2020 and 2021 Grants/grantmaking support
2020
$440K
REDISTRIBUTION TO DEFINED
2020
$200K
GENERAL OPERATING SUPPORT
2020
$178K
GENERAL OPERATING
2020
$150K
TO INCREASE THE STUDENT AFRICAN AMERICAN BROTHERHOODS (SAAB) CAPACITY TO SECURE FINANCIAL SUPPORT, COMMUNICATE ITS STORY, AND EVALUATE STUDENT EXPERIENCES AND OUTCOMES.
2020
$111K
GENERAL SUPPORT
2020
$100K
College Success
2020
$100K
COVID-19 HEALTH CRISIS FUND
2020
$66K
OPERATING FUNDS
2020
$55K
For grant recipient's exempt purposes
2020
$50K
Covid-19 Relief Fund
2020
$40K
General Support
2020
$30K
GRANT DISTRIBUTION - KUM & GO ASSOCIATE RELIEF FUND
2020
$29K
COMMUNITY GRANT
2020
$25K
COVID RELIEF
2020
$19K
PUBLIC, SOCIETAL BENEFIT
2020
$15K
COMMUNITY GRANTS
2020
$13K
TO ASSIST AGENCY PARTNERS IMPROVE THE QUALITY OF LIFE IN SPRINGFIELD AND THE SURROUNDING AREAS, HELPING THOSE WHO NEED HELP THE MOST.
2020
$11K
David W. Trott Scholarship
2020
$10K
COMMUNITY DEVELOPMENT
2020
$9K
GENERAL SUPPORT
2020
$8K
OPERATIONAL EXPENSES
2020
$6K
Unrestricted
2020
$5K
GENERAL CHARITABLE OPERATIONS
2020
$5K
CHARITABLE DONATION
2020
$5K
CHARITABLE
2020
$5K
GRANT DISTRIBUTION - KUM & GO ASSISTANCE FUND
2020
$5K
COVID-19 EMERGENCY ASSISTANCE
2020
$800
JOPLIN PHILANTHROPIC SOCIETY
2020
$206
MIP PAYOUT FOR 03/10/20
2020
$70K
CAPE GIRARDEAU PORCH INITATIVE FUND
2019
$54K
EARLY RECOVERY SERVICES: RECOVERY COORDINATOR
2019
$40K
For grant recipient's exempt purposes
2019
$13K
PUBLIC, SOCIETAL BENEFIT
2019
$10K
GENERAL SUPPORT
2019
$6K
General Charitable Operation
2019
$6K
ASSISTED APPROX 123 CHILDREN BY PROVIDING FUNDS FOR SAFE PLAYGROUND EQUIPMENT.
2019
$5K
ASSISTED 69 CHILDREN BY PROVIDING COATS, CLOTHING AND SHOES.
2019
$90K
RECOVERY PROGRAMS FOR CHILDREN AND CAREGIVERS AND MENTAL HEALTH SERVICES FOR FLOODS IN MO.
2018
$34K
PUBLIC, SOCIETAL BENEFIT
2018
$30K
(Carolla Fund) Provides funds for professional hospice caretakers to attend and participate in educational programming which furthers their skills.
2018
$29K
OPERATING FUNDS
2018
$16K
Unrestricted
2018
$14K
For grant recipient's exempt purposes
2018
$10K
COMMUNITY DEVELOPMENT
2018
$7K
GENERAL SUPPORT
2018
$5K
PROGRAM/OPERATING SUPPORT
2018
$2K
GENERAL SUPPORT
2018
$1K
General Fund use.
2018

Funded by

$29.4M from 87 funders · 208 grants · 2017–2024

Musgrave Foundation

$6.1M · 4 grants · 2020–2024

Ozarks Charitable Real Estate Foundation

$5.4M · 6 grants · 2017–2023

Community Foundation Of The Ozarks Stock Trust

$3.6M · 5 grants · 2019–2023

Gammill Family Foundation

$2.6M · 2 grants · 2022–2023

Ruth I Kolpin Foundation

$2.3M · 2 grants · 2021

Louis & Dorothy Coover Charitable Foundation

$1.7M · 4 grants · 2020–2023

Natl Christian Charitable Fdn Inc

$1.2M · 2 grants · 2020–2023

Missouri Children's Trust Fund

$704K · 1 grant · 2023

Details

EIN237290968
NTEE codeT310
Subsection03
Ruling date1974-03
Formed1973
Employees44
Volunteers580
COMMUNITY FOUNDATION OF THE OZARKS INC — Mission, Financials & Grants Received | Grantivo