Civic Intelligence

Ozarks Charitable Real Estate Foundation Inc.

990 • Fiscal year 2019 • EIN 41-2086647

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

Organization ProfileCFOOZARKS.ORG
PO Box 8960Springfield, MO 65801

(417) 864-6199

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,817,147

Up $382,750 (+27%) from 2018

Net Assets

Up

$1,817,147

Up $382,750 (+27%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin100th percentile

Revenue

Up

$349,600

Up $764,230 (+184%) from 2018

Expenses

Down

$0

Down $470,370 (-100%) from 2018

Net Income

Up

$349,600

Up $1,234,600 (+140%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0M$4.0M$2.0M$0Assets 2009: $2,440,036Liabilities 2009: $0Net Assets 2009: $2,440,0362009Assets 2010: $2,035,288Liabilities 2010: $0Net Assets 2010: $2,035,2882010Assets 2011: $1,936,503Liabilities 2011: $0Net Assets 2011: $1,936,5032011Assets 2013: $4,223,200Liabilities 2013: $0Net Assets 2013: $4,223,2002013Assets 2014: $4,064,647Liabilities 2014: $0Net Assets 2014: $4,064,6472014Assets 2015: $2,982,066Liabilities 2015: $0Net Assets 2015: $2,982,0662015Assets 2016: $3,038,141Liabilities 2016: $0Net Assets 2016: $3,038,1412016Assets 2017: $2,417,265Liabilities 2017: $0Net Assets 2017: $2,417,2652017Assets 2018: $1,434,397Liabilities 2018: $0Net Assets 2018: $1,434,3972018Assets 2019: $1,817,147Liabilities 2019: $0Net Assets 2019: $1,817,1472019Assets 2020: $2,169,445Liabilities 2020: $0Net Assets 2020: $2,169,4452020Assets 2021: $1,409,709Liabilities 2021: $0Net Assets 2021: $1,409,7092021Assets 2022: $2,500,062Liabilities 2022: $0Net Assets 2022: $2,500,0622022Assets 2023: $58,549Liabilities 2023: $0Net Assets 2023: $58,5492023Assets 2024: $199,635Liabilities 2024: $45Net Assets 2024: $199,5902024

Highlighted filing

2019

Assets$1,817,147
Liabilities$0
Net Assets$1,817,147
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2009: $633,778Expenses 2009: $192,078Net Income 2009: $441,7002009Revenue 2010: -$98,351Expenses 2010: $290,149Net Income 2010: -$388,5002010Revenue 2011: -$32,934Expenses 2011: $110,999Net Income 2011: -$143,9332011Expenses 2013: $02013Revenue 2014: -$13,324Expenses 2014: $46,676Net Income 2014: -$60,0002014Revenue 2015: $627,062Expenses 2015: $1,714,062Net Income 2015: -$1,087,0002015Revenue 2016: $266,194Expenses 2016: $214,394Net Income 2016: $51,8002016Revenue 2017: $62,666Expenses 2017: $687,666Net Income 2017: -$625,0002017Revenue 2018: -$414,630Expenses 2018: $470,370Net Income 2018: -$885,0002018Revenue 2019: $349,600Expenses 2019: $0Net Income 2019: $349,6002019Revenue 2020: $460,778Expenses 2020: $213,378Net Income 2020: $247,4002020Revenue 2021: $1,401,939Expenses 2021: $2,202,757Net Income 2021: -$800,8182021Revenue 2022: $2,033,733Expenses 2022: $943,380Net Income 2022: $1,090,3532022Revenue 2023: -$390,409Expenses 2023: $2,051,104Net Income 2023: -$2,441,5132023Revenue 2024: $218,166Expenses 2024: $77,125Net Income 2024: $141,0412024

Highlighted filing

2019

Revenue$349,600
Expenses$0
Net Income$349,600
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$349,600
Mission and Program Overview

Mission

The foundation receives, manages and distributes real estate donations for community foundation of the ozarks, inc.

The foundation receives and distributes real estate donations for community foundation of the ozarks inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$758,000$1,107,600▲ $349,600
Investments Other Securities$676,397$709,547▲ $33,150
Total Assets$1,434,397$1,817,147▲ $382,750
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,434,397$1,817,147▲ $382,750
Total Net Assets Fund Balance$1,434,397$1,817,147▲ $382,750
Total Liabilities and Net Assets / Fund Balance$1,434,397$1,817,147▲ $382,750

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,107,600-$1,107,600
Other Securities$709,547--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Abram Mcgull IiBoard of Directors
Jeff FryeBoard of Directors
Keith RobertsBoard of Directors
Rhonda ChristopherBoard of Directors
Robin WalkerBoard of Directors
Tom RankinBoard of Directors
Revenue and Support

Revenue Composition

Contributions and Grants
$349,600
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$349,600
Change in Net Assets
$349,600

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other2$349,600Fair Market Value (FMV)
Total Noncash Contributions2$349,600-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Return is reviewed by the chief financial officer”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest forms must be completed by board members and staff”

Form 990, Part VI, Section C, Line 19

“Governing documents available upon request”

Filing and Contact Details

Filer

Filer Name
Ozarks Charitable Real Estate Foundation
EIN
41-2086647
Phone
4178646199
Address
PO BOX 8960, SPRINGFIELD, MO 65801

Signing Officer

Name
Brian Fogle
Title
Secretary/treasurer
Phone
4178646199
Signed
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Fogle
Formed
2002
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
The Whitlock Company Llp
Address
3271 E BATTLEFIELD SUITE 300, SPRINGFIELD, MO 65804
Preparer
Eric Lampe
Phone
4178810145
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in present value of life estates 33,150.”

Raw XML Appendix358 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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IRS990/LobbyingActivitiesInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST FORMS MUST BE COMPLETED BY BOARD MEMBERS AND STAFF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN PRESENT VALUE OF LIFE ESTATES 33,150.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO ENHANCE THE QUALITY OF LIFE FOR OUR CITIZENS
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IRS990/TotalAssetsEOYAmt01817147
IRS990/TotalAssetsGrp/BOYAmt01434397
IRS990/TotalAssetsGrp/EOYAmt01817147
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0349600
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01817147
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01817147
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN FOGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04178646199
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.160.109.202
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:44:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431365401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE WHITLOCK COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03271 E BATTLEFIELD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerPersonGrp/PhoneNum04178810145
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC LAMPE
ReturnHeader/ReturnTs02019-11-11T16:34:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,817,147
Liabilities
$0
Net assets
$1,817,147
Revenue
$349,600
Expenses
$0
Net income
$349,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.22$0.08$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.39$2.05$2.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$2.03$0.94$1.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$1.40$2.20$0.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.46$0.21$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.35$0.00$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.41$0.47$0.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.06$0.69$0.63
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.27$0.21$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.63$1.71$1.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.00$4.06$0.01$0.05$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.22$0.00$4.22$0.00
2011Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$0.03$0.11$0.14
2010Summary only. Only limited summary data is available for this year.$2.04$0.00$2.04$0.10$0.29$0.39
2009Summary only. Only limited summary data is available for this year.$2.44$0.00$2.44$0.63$0.19$0.44