Civic Intelligence

Missouri Bankers Foundation Inc

EIN 43-1407894 • 501(c)3 • Jefferson City, MO

Profile

To award scholarships to students pursuing academic courses in banking. To provide funds for educational seminars.

207 East Capitol AvenueJefferson City, MO 65101

n/A

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.08x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

64th percentile

9.2%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,378,598

Up $116,436 (+9.2%) from 2023

Liabilities

Down

$7,824

Down $688 (-8.1%) from 2023

Net Assets

Up

$1,370,774

Up $117,124 (+9.3%) from 2023

Revenue

Down

$92,709

Down $63,569 (-41%) from 2023

Expenses

Up

$43,066

Up $8,136 (+23%) from 2023

Net Income

Down

$49,643

Down $71,705 (-59%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $454,860Liabilities 2014: $1,590Net Assets 2014: $453,2702014Assets 2015: $690,909Liabilities 2015: $1,120Net Assets 2015: $689,7892015Assets 2016: $723,994Liabilities 2016: $1,379Net Assets 2016: $722,6152016Assets 2017: $773,780Liabilities 2017: $1,373Net Assets 2017: $772,4072017Assets 2018: $812,287Liabilities 2018: $1,426Net Assets 2018: $810,8612018Assets 2019: $851,828Liabilities 2019: $3,521Net Assets 2019: $848,3072019Assets 2020: $881,034Liabilities 2020: $1,552Net Assets 2020: $879,4822020Assets 2021: $901,466Liabilities 2021: $295Net Assets 2021: $901,1712021Assets 2022: $1,133,679Liabilities 2022: $6,556Net Assets 2022: $1,127,1232022Assets 2023: $1,262,162Liabilities 2023: $8,512Net Assets 2023: $1,253,6502023Assets 2024: $1,378,598Liabilities 2024: $7,824Net Assets 2024: $1,370,7742024

Highlighted filing

2024

Assets$1,378,598
Liabilities$7,824
Net Assets$1,370,774

Operations Trend

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

$300K$200K$100K$0Revenue 2014: $56,882Expenses 2014: $15,893Net Income 2014: $40,9892014Revenue 2015: $250,838Expenses 2015: $14,319Net Income 2015: $236,5192015Revenue 2016: $53,244Expenses 2016: $20,418Net Income 2016: $32,8262016Revenue 2017: $69,227Expenses 2017: $19,435Net Income 2017: $49,7922017Revenue 2018: $78,379Expenses 2018: $39,924Net Income 2018: $38,4552018Revenue 2019: $79,578Expenses 2019: $42,131Net Income 2019: $37,4472019Revenue 2020: $66,501Expenses 2020: $35,326Net Income 2020: $31,1752020Revenue 2021: $58,224Expenses 2021: $36,535Net Income 2021: $21,6892021Revenue 2022: $282,976Expenses 2022: $44,600Net Income 2022: $238,3762022Revenue 2023: $156,278Expenses 2023: $34,930Net Income 2023: $121,3482023Revenue 2024: $92,709Expenses 2024: $43,066Net Income 2024: $49,6432024

Highlighted filing

2024

Revenue$92,709
Expenses$43,066
Net Income$49,643

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$101,285
Mission and Program Overview

Mission

To award scholarships to students pursuing academic courses in banking. To provide funds for educational seminars.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$55,093$1,037,768▲ $982,675
Cash and Non-Interest-Bearing Accounts$227,686$184,165▼ $43,521
Investments Other Securities$910,267$91,558▼ $818,709
Savings and Temporary Cash Investments$52,926$48,966▼ $3,960
Accounts Receivable$8,580$14,203▲ $5,623
Total Assets$1,262,162$1,378,598▲ $116,436
Other Assets Total$7,610$1,938▼ $5,672
Liabilities
Accounts Payable and Accrued Expenses$8,512$7,824▼ $688
Total Liabilities$8,512$7,824▼ $688
Net Assets / Fund Balance
Net Assets With Donor Restrictions$667,933$719,516▲ $51,583
Net Assets Without Donor Restrictions$585,717$651,258▲ $65,541
Total Net Assets Fund Balance$1,253,650$1,370,774▲ $117,124
Total Liabilities and Net Assets / Fund Balance$1,262,162$1,378,598▲ $116,436

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$91,558--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$36,657
Program Service Revenue
$0
Investment Income
$42,738
Other Revenue
$13,314
All Other Contributions
$36,657
Change in Net Assets
$49,643

Audited Revenue Reconciliation

Revenue per Audited Statements
$88,869
Revenue Not Reported on Financial Statements
$3,840
Revenue Not Reported on Form 990
$85,578
Total Revenue per Audited Statements
$174,447
Total Revenue per Form 990
$92,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,566
Grants and Similar Amounts Paid$17,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,500--$17,500
Fees for Service Investment Mgmnt Fees-$3,840-$3,840
Conferences and Meetings$3,522--$3,522
Fees for Services Management-$3,000-$3,000
Other Expenses$1,000$326-$326
Total Functional Expenses$22,022$21,044$0$43,066

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$47,802
Total Expenses per Form 990$43,066
Expenses per Audited Statements$39,226
Expenses Not Reported on Form 990$8,576
Expenses Not Reported on Financial Statements$3,840
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,890
Fundraising Direct Expenses$8,576
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/special Event$21,890$21,890$8,576$13,314
Total Events$21,890$21,890$8,576$13,314
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Each board member is provided a copy of the 990 to review before it is filed.

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

All board members are asked to complete an annual conflict of interest questionnaire. The questionnaires are reviewed by the cfo and the missouri bankers association president/ceo, general counsel, and others familiar with current board members to ensure all relevant information has been disclosed. Board members are required to abstain from voting on matters that could be a conflict of interest. The abstention is documented in the board minutes. Employees are required to disclose conflicts of interest related to specific banks or bankers to the president/ceo who forwards them to the cfo for inclusion in the employee's personnel file.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available to the public by request.

Filing and Contact Details

Filer

Filer Name
Missouri Bankers Foundation Inc
EIN
43-1407894
Phone
5736368151
Address
207 EAST CAPITOL AVENUE, JEFFERSON CITY, MO 65101

Signing Officer

Name
Jackson Hataway
Title
Director
Phone
5736368151
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jackson Hataway
Formed
1985
Legal Domicile
Mo
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
7

Preparer

Firm
Williams-keepers LLC
Address
3220 WEST EDGEWOOD SUITE E, JEFFERSON CITY, MO 65109
Preparer
Kathleen a Graessle
Phone
5736356196
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING 1.

Form 990, Part XII, Line 2C

The process for oversight of the audit and selection of the independent accountant has not changed from the prior year.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 8,576. Net assets released from restrictions 9,522.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising raising expenses 8,576.

Raw XML Appendix397 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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IRS990ScheduleD/InvestmentExpensesNotIncldAmt03840
IRS990ScheduleD/NetUnrealizedGainsInvstAmt067480
IRS990ScheduleD/OtherExpensesIncludedAmt08576
IRS990ScheduleD/OtherRevenueAmt018098
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt091558
IRS990ScheduleD/OtherSecuritiesGrp/Desc0GOVERNMENT SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt085578
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03840
IRS990ScheduleD/RevenueSubtotalAmt088869
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 8,576. NET ASSETS RELEASED FROM RESTRICTIONS 9,522.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING RAISING EXPENSES 8,576.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt091558
IRS990ScheduleD/TotalExpensesPerForm990Amt043066
IRS990ScheduleD/TotalRevenuePerForm990Amt092709
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0174447
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt047802
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08576
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION/SPECIAL EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021890
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013314
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08576
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08576
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS PURSUING ACADEMIC COURSES IN BANKING.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1NEXT GEN BANKING AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2NEXT GEN CHARITABLE DONATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOLARSHIPS ARE MADE OUT TO THE UNIVERSITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH BOARD MEMBER IS PROVIDED A COPY OF THE 990 TO REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE ASKED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRES ARE REVIEWED BY THE CFO AND THE MISSOURI BANKERS ASSOCIATION PRESIDENT/CEO, GENERAL COUNSEL, AND OTHERS FAMILIAR WITH CURRENT BOARD MEMBERS TO ENSURE ALL RELEVANT INFORMATION HAS BEEN DISCLOSED. BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM VOTING ON MATTERS THAT COULD BE A CONFLICT OF INTEREST. THE ABSTENTION IS DOCUMENTED IN THE BOARD MINUTES. EMPLOYEES ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST RELATED TO SPECIFIC BANKS OR BANKERS TO THE PRESIDENT/CEO WHO FORWARDS THEM TO THE CFO FOR INCLUSION IN THE EMPLOYEE'S PERSONNEL FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01262162
IRS990/TotalAssetsEOYAmt01378598
IRS990/TotalAssetsGrp/BOYAmt01262162
IRS990/TotalAssetsGrp/EOYAmt01378598
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt036657
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021044
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022022
IRS990/TotalFunctionalExpensesGrp/TotalAmt043066
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08512
IRS990/TotalLiabilitiesEOYAmt07824
IRS990/TotalLiabilitiesGrp/BOYAmt08512
IRS990/TotalLiabilitiesGrp/EOYAmt07824
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01253650
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01370774
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022022
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt056052
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092709
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01262162
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01378598
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0207 EAST CAPITOL AVENUE
IRS990/USAddress/CityNm0JEFFERSON CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd065101
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKSON HATAWAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05736368151
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MISSOURI BANKERS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0431407894
ReturnHeader/Filer/PhoneNum05736368151
ReturnHeader/Filer/USAddress/AddressLine1Txt0207 EAST CAPITOL AVENUE
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431126847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS-KEEPERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03220 WEST EDGEWOOD SUITE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JEFFERSON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065109
ReturnHeader/PreparerPersonGrp/PhoneNum05736356196
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN A GRAESSLE
ReturnHeader/ReturnTs02025-06-02T15:28:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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