Civic Intelligence

Logan-Rogersville Educational Foundation Inc.

990EZ • Fiscal year 2018 • EIN 20-1103500

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 22, 2019

1717 E Republic Road Ste ASpringfield, MO 65804

(417) 886-8606

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.02x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.2%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$416,658

Up $16,924 (+4.2%) from 2017

Net Assets

Up

$408,339

Up $16,450 (+4.2%) from 2017

Liabilities

Up

$8,319

Up $474 (+6.0%) from 2017

Revenue

Up

$128,235

Up $17,827 (+16%) from 2017

Expenses

Up

$111,785

Up $32,295 (+41%) from 2017

Net Income

Down

$16,450

Down $14,468 (-47%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $182,203Liabilities 2011: $02011Assets 2012: $185,196Net Assets 2012: $185,1962012Assets 2013: $204,559Net Assets 2013: $204,5592013Assets 2014: $355,717Liabilities 2014: $0Net Assets 2014: $355,7172014Assets 2015: $326,682Liabilities 2015: $0Net Assets 2015: $326,6822015Assets 2016: $368,412Net Assets 2016: $368,4122016Assets 2017: $399,734Liabilities 2017: $7,845Net Assets 2017: $391,8892017Assets 2018: $416,658Liabilities 2018: $8,319Net Assets 2018: $408,3392018Assets 2019: $451,954Liabilities 2019: $8,320Net Assets 2019: $443,6342019Assets 2020: $449,974Liabilities 2020: $8,319Net Assets 2020: $441,6552020Assets 2021: $532,592Liabilities 2021: $8,319Net Assets 2021: $524,2732021Assets 2022: $505,594Liabilities 2022: $8,319Net Assets 2022: $497,2752022Assets 2023: $549,938Liabilities 2023: $8,319Net Assets 2023: $541,6192023Assets 2024: $651,392Liabilities 2024: $8,319Net Assets 2024: $643,0732024Assets 2025: $740,711Liabilities 2025: $8,319Net Assets 2025: $732,3922025

Highlighted filing

2018

Assets$416,658
Liabilities$8,319
Net Assets$408,339

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $47,890Expenses 2011: $62,214Net Income 2011: -$14,3242011Revenue 2012: $78,433Expenses 2012: $66,575Net Income 2012: $11,8582012Revenue 2013: $49,768Expenses 2013: $42,052Net Income 2013: $7,7162013Revenue 2014: $206,339Expenses 2014: $78,484Net Income 2014: $127,8552014Revenue 2015: $96,049Expenses 2015: $128,686Net Income 2015: -$32,6372015Revenue 2016: $106,377Expenses 2016: $51,594Net Income 2016: $54,7832016Revenue 2017: $110,408Expenses 2017: $79,490Net Income 2017: $30,9182017Revenue 2018: $128,235Expenses 2018: $111,785Net Income 2018: $16,4502018Revenue 2019: $104,928Expenses 2019: $75,828Net Income 2019: $29,1002019Revenue 2020: $129,941Expenses 2020: $35,122Net Income 2020: $94,8192020Revenue 2021: $107,196Expenses 2021: $126,524Net Income 2021: -$19,3282021Revenue 2022: $144,125Expenses 2022: $110,573Net Income 2022: $33,5522022Revenue 2023: $162,924Expenses 2023: $118,580Net Income 2023: $44,3442023Revenue 2024: $185,520Expenses 2024: $84,066Net Income 2024: $101,4542024Revenue 2025: $227,830Expenses 2025: $138,544Net Income 2025: $89,2862025

Highlighted filing

2018

Revenue$128,235
Expenses$111,785
Net Income$16,450
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 22, 2019
Return Version
2017v2.3
Gross Receipts
$128,235
Mission and Program Overview

Mission

Support the logan-rogersville, mo schools

To promote educational excellence in the logan-rogersville school system and community by generating financial resources from private funds to provide support for students, faculty and organizations.

Program Services

DescriptionGrantsExpenses
LREF GRANTS OUT NEARLY ALL OF ITS INCOME FROM ITS ANNUAL FUNDRAISING EVENT. WE STRIVE TO MAINTAIN ABOUT 10,000 IN OUR CHECKING ACCOUNT FOR OPERATING EXPENSES AND TO MAKE A CONTRIBUTION TO OUR ENDOWMENT WITH ANY REMAINING FUNDS (AFTER GRANTS AND COVERING OPERATING COSTS). THIS FULFILLS OUR MISSION, "TO PROMOTE EDUCATIONAL EXCELLENCE IN THE LOGAN-ROGERSVILLE SCHOOL SYSTEM AND COMMUNITY BY GENERATING FINANCIAL RESOURCES FROM PRIVATE FUNDS TO PROVIDE SUPPORT FOR STUDENTS, FACULTY AND ORGANIZATIONS," BY FUNDING GRANTS FROM L-R TEACHERS THAT DIRECTLY INFLUENCE THE LEARNING ENVIRONMENT OF L-R STUDENTS. WE ALSO GIVE AN ANNUAL SCHOLARSHIP TO ONE L-R SENIOR AND FUND ANY EXTRANEOUS REQUESTS OUTSIDE THE NORMAL GRANT CYCLE FROM THE DISTRICT THAT PROMOTE EDUCATIONAL EXCELLENCE, AS FUNDS ALLOW.$53,278$106,985
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J CHRISTOPHER BALLPresident-$0--
JOE JOHNSONVice Preside-$0--
JULIE GIPSONSecretary-$0--
WILL YOUNGTreasurer-$0--
BRETT MAGERSBoard Member-$0--
VERN VOGTBoard Member-$0--
LELIA VOSSBoard Member-$0--
JULIE SHAWBoard Member-$0--
ANGIE GOFFBoard Member-$0--
TYLER JAMESBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Logan Rogersville Educational
EIN
20-1103500
Phone
4178868606
Address
1717 E REPUBLIC ROAD STE A, SPRINGFIELD, MO 65804

Signing Officer

Name
J Christopher Ball
Title
President
Phone
4178868606
Signed
2019-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Abacus Cpas LLC
Address
1835 E REPUBLIC RD STE 200, SPRINGFIELD, MO 65804
Preparer
William a Dunton
Phone
4178237171
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: community foundation of the ozarks address: 425 e trafficway st springfield, mo 65806 cash contribution: 53,278

Form 990-ez, Part I, Line 16

Wildcat gala wildcat gala expenses 13,199 expenses memberships 125 web services 1,476 other types of expenses 92 pass through contribution 12,344 project funding 640 grant funding 16,408 homecoming expense 950 lref scholarship 2,500 miscellaneous expense 1,804 total 49,538

Form 990-ez, Part II, Line 24

Cfo alumni scholarship fund 10,849 0 cfo booster club operating fund 39 0 cfo cats prog operating fund 81 0 cfo friends of the lr swimming 971 0 cfo portrait display fund 129 0 cfo project graduation 2016 4 0 cfo pta operating fund 130 0 cfo why wait vision committee 181 0 cfo wildcat walkway op fund 188 0 cfo band stdnt fundraising acct 1,464 1,480 cfo booster club endowment fund 1,744 1,893 cfo ca harter scholarship fund 22,381 25,846 cfo capacity building fund 35,716 36,331 cfo cats prog endowment fund 512 629 cfo class of 2013 oper fund 1,308 1,323 cfo class of 2014 oper fund 842 851 cfo endowment fund 190,232 232,346 cfo greg germany memorial fund 12,182 12,397 cfo ho&pa buzbee endowment fnd 14,684 15,586 cfo jay underwood memorial 15,257 16,194 cfo palen music endowment 11,853 12,118 cfo project graduation 2018 1,870 10 cfo project graduation 2019 1,003 1,593 cfo project graduation 2020 827 1,239 cfo project graduation 2021 201 430 cfo project graduation 2022 251 631 cfo project graduation 2023 0 353 cfo pta endowment fund 1,137 1,343 cfo seymour bank business 15,755 18,880 cfo w. Breedlove family scholar 26,920 566 cfo youth empowerment 1,282 1,361 total 369,993 383,400

Form 990-ez, Part II, Line 26

Investment unrealized gain/loss 7,845 8,319

Form 990-ez, Part III

To promote educational excellence in the logan-rogersville school system and community by generating financial resources from private funds to provide support for students, faculty and organizations.

Form 990-ez, Part III, Line 28

Lref grants out nearly all of its income from its annual fundraising event. We strive to maintain about 10,000 in our checking account for operating expenses and to make a contribution to our endowment with any remaining funds (after grants and covering operating costs). This fulfills our mission, "to promote educational excellence in the logan-rogersville school system and community by generating financial resources from private funds to provide support for students, faculty and organizations," by funding grants from l-r teachers that directly influence the learning environment of l-r students. We also give an annual scholarship to one l-r senior and fund any extraneous requests outside the normal grant cycle from the district that promote educational excellence, as funds allow.

Raw XML Appendix164 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: COMMUNITY FOUNDATION OF THE OZARKS ADDRESS: 425 E TRAFFICWAY ST SPRINGFIELD, MO 65806 CASH CONTRIBUTION: 53,278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WILDCAT GALA WILDCAT GALA EXPENSES 13,199 EXPENSES MEMBERSHIPS 125 WEB SERVICES 1,476 OTHER TYPES OF EXPENSES 92 PASS THROUGH CONTRIBUTION 12,344 PROJECT FUNDING 640 GRANT FUNDING 16,408 HOMECOMING EXPENSE 950 LREF SCHOLARSHIP 2,500 MISCELLANEOUS EXPENSE 1,804 TOTAL 49,538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CFO ALUMNI SCHOLARSHIP FUND 10,849 0 CFO BOOSTER CLUB OPERATING FUND 39 0 CFO CATS PROG OPERATING FUND 81 0 CFO FRIENDS OF THE LR SWIMMING 971 0 CFO PORTRAIT DISPLAY FUND 129 0 CFO PROJECT GRADUATION 2016 4 0 CFO PTA OPERATING FUND 130 0 CFO WHY WAIT VISION COMMITTEE 181 0 CFO WILDCAT WALKWAY OP FUND 188 0 CFO BAND STDNT FUNDRAISING ACCT 1,464 1,480 CFO BOOSTER CLUB ENDOWMENT FUND 1,744 1,893 CFO CA HARTER SCHOLARSHIP FUND 22,381 25,846 CFO CAPACITY BUILDING FUND 35,716 36,331 CFO CATS PROG ENDOWMENT FUND 512 629 CFO CLASS OF 2013 OPER FUND 1,308 1,323 CFO CLASS OF 2014 OPER FUND 842 851 CFO ENDOWMENT FUND 190,232 232,346 CFO GREG GERMANY MEMORIAL FUND 12,182 12,397 CFO HO&PA BUZBEE ENDOWMENT FND 14,684 15,586 CFO JAY UNDERWOOD MEMORIAL 15,257 16,194 CFO PALEN MUSIC ENDOWMENT 11,853 12,118 CFO PROJECT GRADUATION 2018 1,870 10 CFO PROJECT GRADUATION 2019 1,003 1,593 CFO PROJECT GRADUATION 2020 827 1,239 CFO PROJECT GRADUATION 2021 201 430 CFO PROJECT GRADUATION 2022 251 631 CFO PROJECT GRADUATION 2023 0 353 CFO PTA ENDOWMENT FUND 1,137 1,343 CFO SEYMOUR BANK BUSINESS 15,755 18,880 CFO W. BREEDLOVE FAMILY SCHOLAR 26,920 566 CFO YOUTH EMPOWERMENT 1,282 1,361 TOTAL 369,993 383,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT UNREALIZED GAIN/LOSS 7,845 8,319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROMOTE EDUCATIONAL EXCELLENCE IN THE LOGAN-ROGERSVILLE SCHOOL SYSTEM AND COMMUNITY BY GENERATING FINANCIAL RESOURCES FROM PRIVATE FUNDS TO PROVIDE SUPPORT FOR STUDENTS, FACULTY AND ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LREF GRANTS OUT NEARLY ALL OF ITS INCOME FROM ITS ANNUAL FUNDRAISING EVENT. WE STRIVE TO MAINTAIN ABOUT 10,000 IN OUR CHECKING ACCOUNT FOR OPERATING EXPENSES AND TO MAKE A CONTRIBUTION TO OUR ENDOWMENT WITH ANY REMAINING FUNDS (AFTER GRANTS AND COVERING OPERATING COSTS). THIS FULFILLS OUR MISSION, "TO PROMOTE EDUCATIONAL EXCELLENCE IN THE LOGAN-ROGERSVILLE SCHOOL SYSTEM AND COMMUNITY BY GENERATING FINANCIAL RESOURCES FROM PRIVATE FUNDS TO PROVIDE SUPPORT FOR STUDENTS, FACULTY AND ORGANIZATIONS," BY FUNDING GRANTS FROM L-R TEACHERS THAT DIRECTLY INFLUENCE THE LEARNING ENVIRONMENT OF L-R STUDENTS. WE ALSO GIVE AN ANNUAL SCHOLARSHIP TO ONE L-R SENIOR AND FUND ANY EXTRANEOUS REQUESTS OUTSIDE THE NORMAL GRANT CYCLE FROM THE DISTRICT THAT PROMOTE EDUCATIONAL EXCELLENCE, AS FUNDS ALLOW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.41$0.08$7.32$2.28$1.39$0.89
2024Detailed filing. Detailed filing data is available for this year.$6.51$0.08$6.43$1.86$0.84$1.01
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.08$5.42$1.63$1.19$0.44
2022Detailed filing. Detailed filing data is available for this year.$5.06$0.08$4.97$1.44$1.11$0.34
2021Detailed filing. Detailed filing data is available for this year.$5.33$0.08$5.24$1.07$1.27$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.50$0.08$4.42$1.30$0.35$0.95
2019Detailed filing. Detailed filing data is available for this year.$4.52$0.08$4.44$1.05$0.76$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.17$0.08$4.08$1.28$1.12$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.00$0.08$3.92$1.10$0.79$0.31
2016Detailed filing. Detailed filing data is available for this year.$3.68$3.68$1.06$0.52$0.55
2015Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.96$1.29$0.33
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$2.06$0.78$1.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$2.05$0.50$0.42$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$1.85$0.78$0.67$0.12
2011Summary only. Only limited summary data is available for this year.$1.82$0.00$0.48$0.62$0.14