Civic Intelligence

The Ozark Family Foundation

EIN 27-6425226 • Naples, FL

1284 Pocantico LaneNaples, FL 34110
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Net Margin

14th percentile

-27%

Higher net margin than 14% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

30th percentile

-2.1%

Faster asset growth than 30% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

15%

Faster revenue growth than 58% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,478,910

Down $202,060 (-12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$1,478,910

Down $202,060 (-12%) from 2022

Operations
Liabilities / Revenue33rd percentileNet Margin14th percentile

Revenue

Down

$116,248

Down $14,261 (-11%) from 2022

Expenses

Up

$147,500

Up $29,594 (+25%) from 2022

Net Income

Down

-$31,252

Down $43,855 (-348%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,784,684Liabilities 2012: $0Net Assets 2012: $1,784,6842012Assets 2013: $1,779,410Liabilities 2013: $0Net Assets 2013: $1,779,4102013Assets 2014: $1,755,825Liabilities 2014: $0Net Assets 2014: $1,755,8252014Assets 2015: $1,749,505Liabilities 2015: $0Net Assets 2015: $1,749,5052015Assets 2016: $1,676,759Liabilities 2016: $0Net Assets 2016: $1,676,7592016Assets 2017: $1,668,387Liabilities 2017: $0Net Assets 2017: $1,668,3872017Assets 2018: $1,688,778Liabilities 2018: $0Net Assets 2018: $1,688,7782018Assets 2020: $1,670,751Liabilities 2020: $0Net Assets 2020: $1,670,7512020Assets 2021: $1,669,068Liabilities 2021: $0Net Assets 2021: $1,669,0682021Assets 2022: $1,680,970Liabilities 2022: $0Net Assets 2022: $1,680,9702022Assets 2025: $1,478,910Liabilities 2025: $0Net Assets 2025: $1,478,9102025

Highlighted filing

2025

Assets$1,478,910
Liabilities$0
Net Assets$1,478,910
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$100K$0-$100KExpenses 2012: $101,1172012Expenses 2013: $108,2802013Revenue 2014: $87,381Expenses 2014: $110,966Net Income 2014: -$23,5852014Revenue 2015: $101,741Expenses 2015: $108,061Net Income 2015: -$6,3202015Revenue 2016: $38,888Expenses 2016: $111,810Net Income 2016: -$72,9222016Revenue 2017: $87,262Expenses 2017: $95,596Net Income 2017: -$8,3342017Revenue 2018: $137,545Expenses 2018: $122,154Net Income 2018: $15,3912018Revenue 2020: $125,663Expenses 2020: $129,026Net Income 2020: -$3,3632020Revenue 2021: $114,036Expenses 2021: $115,719Net Income 2021: -$1,6832021Revenue 2022: $130,509Expenses 2022: $117,906Net Income 2022: $12,6032022Revenue 2025: $116,248Expenses 2025: $147,500Net Income 2025: -$31,2522025

Highlighted filing

2025

Revenue$116,248
Expenses$147,500
Net Income-$31,252
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,478,910
Liabilities
$0
Net assets
$1,478,910
Revenue
$116,248
Expenses
$147,500
Net income
-$31,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.12$0.15$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.13$0.12$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.11$0.12$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.13$0.13$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.14$0.12$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.09$0.10$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.04$0.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.10$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.09$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAUREEN A KINCAIDTrustee - Part Time-$0--
JENNIFER OZARK-BLANTONTrustee - Part Time-$0--
JONATHAN OZARKTrustee - Part Time-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHABITAT FOR HUMANITYGENERAL OPERATING PURPOSESPCATLANTA, GA, US$100,000
Paid GrantCHRIST CHILD SOCIETY OF NAPLESGENERAL OPERATING PURPOSESPCNAPLES, FL, US$25,915
Paid GrantBOOKS FOR COLLIER KIDSGENERAL OPERATING PURPOSESPCNAPLES, FL, US$5,000
Paid GrantSHELTER FOR ABUSED WOMEN & CHILDRENGENERAL OPERATING PURPOSEPCALEXANDRIA, VA, US$3,000
Filing and Contact Details

Filer

Filer Name
The Ozark Family Foundation
EIN
27-6425226
In Care Of
% MAUREEN A KINCAID
Phone
2395973683
Address
1284 POCANTICO LANE, NAPLES, FL 34110

Signing Officer

Name
Maureen Kincaid
Title
Trustee
Phone
2395973683
Signed
2025-12-20
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
20940 S FRANKFORT SQUARE RD, FRANKFORT, IL 60423
Preparer
Ryan Wirtz
Phone
7087996800
Raw XML Appendix308 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0NT (SEE STATEMENT ATTACHED)
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0387797
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NT (SEE STATEMENT ATTACHED)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt127913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0NT (SEE STATEMENT ATTACHED)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1NT (SEE STATEMENT ATTACHED)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0166446
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MAUREEN A KINCAID
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MAUREEN A KINCAID
IRS990PF/StatementsRegardingActyGrp/PhoneNum02395973683
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025915
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHRIST CHILD SOCIETY OF NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOOKS FOR COLLIER KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SHELTER FOR ABUSED WOMEN & CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08805 TAMIAMI TRAIL NORTH 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1285 PEACHTREE CENTER AVENUE NE STE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 10811
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3615 SLATERS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322314
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0133915
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0110107
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0110107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt068376
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025983
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042393
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136090
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025983
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068376
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042393
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07811
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07811
TaxesSchedule/TaxesDetail/Amt01424
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX - C/Y
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN KINCAID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02395973683
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OZARK FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OZAR
ReturnHeader/Filer/EIN0276425226
ReturnHeader/Filer/InCareOfNm0% MAUREEN A KINCAID
ReturnHeader/Filer/PhoneNum02395973683
ReturnHeader/Filer/USAddress/AddressLine1Txt01284 POCANTICO LANE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020940 S FRANKFORT SQUARE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060423
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN WIRTZ
ReturnHeader/ReturnTs02026-02-04T08:43:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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