Civic Intelligence

Carthage R-9 School Foundation

EIN 43-1712338 • 501(c)3 • Carthage, MO

Profile

The purpose of the foundation is to develop additional resources to assist the school district in improving educational opportunities for students, staff, and patrons of the district.

710 LyonCarthage, MO 64836

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

2nd percentile

-187%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

11th percentile

-15%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

9.0%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$3,500,904

Down $632,621 (-15%) from 2024

Liabilities

Flat

$42

Flat from 2024

Net Assets

Down

$3,500,862

Down $632,621 (-15%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin2nd percentile

Revenue

Up

$435,794

Up $36,033 (+9.0%) from 2024

Expenses

Up

$1,251,593

Up $1,033,048 (+473%) from 2024

Net Income

Down

-$815,799

Down $997,015 (-550%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,127,460Liabilities 2011: $0Net Assets 2011: $1,127,4602011Assets 2012: $1,149,067Liabilities 2012: $0Net Assets 2012: $1,149,0672012Assets 2013: $1,285,133Liabilities 2013: $0Net Assets 2013: $1,285,1332013Assets 2014: $1,675,653Liabilities 2014: $0Net Assets 2014: $1,675,6532014Assets 2015: $1,914,473Liabilities 2015: $0Net Assets 2015: $1,914,4732015Assets 2016: $1,543,581Liabilities 2016: $0Net Assets 2016: $1,543,5812016Assets 2017: $1,662,291Liabilities 2017: $0Net Assets 2017: $1,662,2912017Assets 2018: $2,448,142Liabilities 2018: $0Net Assets 2018: $2,448,1422018Assets 2019: $2,832,790Liabilities 2019: $0Net Assets 2019: $2,832,7902019Assets 2020: $2,506,385Liabilities 2020: $0Net Assets 2020: $2,506,3852020Assets 2021: $2,847,333Liabilities 2021: $4,687Net Assets 2021: $2,842,6462021Assets 2022: $3,707,718Liabilities 2022: $42Net Assets 2022: $3,707,6762022Assets 2023: $3,792,672Liabilities 2023: $42Net Assets 2023: $3,792,6302023Assets 2024: $4,133,525Liabilities 2024: $42Net Assets 2024: $4,133,4832024Assets 2025: $3,500,904Liabilities 2025: $42Net Assets 2025: $3,500,8622025

Highlighted filing

2025

Assets$3,500,904
Liabilities$42
Net Assets$3,500,862
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $209,782Expenses 2011: $1,944,598Net Income 2011: -$1,734,8162011Expenses 2012: $122,8142012Expenses 2013: $154,0982013Revenue 2014: $453,810Expenses 2014: $175,077Net Income 2014: $278,7332014Revenue 2015: $604,744Expenses 2015: $358,578Net Income 2015: $246,1662015Revenue 2016: $295,020Expenses 2016: $665,778Net Income 2016: -$370,7582016Revenue 2017: $261,850Expenses 2017: $243,836Net Income 2017: $18,0142017Revenue 2018: $924,881Expenses 2018: $170,496Net Income 2018: $754,3852018Revenue 2019: $527,078Expenses 2019: $171,866Net Income 2019: $355,2122019Revenue 2020: $626,035Expenses 2020: $910,413Net Income 2020: -$284,3782020Revenue 2021: $208,248Expenses 2021: $189,186Net Income 2021: $19,0622021Revenue 2022: $1,403,808Expenses 2022: $233,818Net Income 2022: $1,169,9902022Revenue 2023: $183,117Expenses 2023: $218,808Net Income 2023: -$35,6912023Revenue 2024: $399,761Expenses 2024: $218,545Net Income 2024: $181,2162024Revenue 2025: $435,794Expenses 2025: $1,251,593Net Income 2025: -$815,7992025

Highlighted filing

2025

Revenue$435,794
Expenses$1,251,593
Net Income-$815,799
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$3,500,904
Liabilities
$42
Net assets
$3,500,862
Revenue
$435,794
Expenses
$1,251,593
Net income
-$815,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.44$1.25$0.82
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.40$0.22$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.18$0.22$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$1.40$0.23$1.17
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.84$0.21$0.19$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.63$0.91$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.53$0.17$0.36
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.92$0.17$0.75
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.26$0.24$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.30$0.67$0.37
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.60$0.36$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.45$0.18$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.12
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.21$1.94$1.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 21, 2025
Return Version
2024v5.0
Gross Receipts
$1,130,642
Mission and Program Overview

Mission

The purpose of the foundation is to develop additional resources to assist the school district in improving educational opportunities for students, staff, and patrons of the district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,907,589$3,338,341▲ $430,752
Savings and Temporary Cash Investments$1,224,374$160,993▼ $1,063,381
Cash and Non-Interest-Bearing Accounts$3$5▲ $2
Total Assets$4,133,525$3,500,904▼ $632,621
Other Assets Total$1,559$1,565▲ $6
Liabilities
Other Liabilities$42$42→ $0
Total Liabilities$42$42→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,929,965$3,323,146▼ $606,819
Net Assets Without Donor Restrictions$203,518$177,716▼ $25,802
Total Net Assets Fund Balance$4,133,483$3,500,862▼ $632,621
Total Liabilities and Net Assets / Fund Balance$4,133,525$3,500,904▼ $632,621

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,929,965$-692,647▲ $281,705$57,527$3,323,146
2023$3,770,070$59,520▲ $256,530$25,304$3,929,965
2022$3,678,935$33,977▲ $210,571$23,463$3,770,070
2021$2,826,284$1,217,902▼ $245,102$44,149$3,678,935
2020$2,486,662$54,055▲ $366,126$19,109$2,826,284
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Crystal D BrownExecutive DiPT$22,500$22,500

Board Members and Trustees

NameTitle
Patrice SacryPresident
Amanda LansfordBoard Member
Chloe AllmoslecherBoard Member
Greg KyteBoard Member
Kelly DerryberryBoard Member
Lee PoundBoard Member
Shannon BrewerBoard Member
Maria SanchezAppointed Me
Lucretia BurtSecretary
Jeanette ClemTreasurer
Quincy AtwoodVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$967,618
Program Service Revenue
$0
Investment Income
$101,322
Other Revenue
$-633,146
All Other Contributions
$340,984
Change in Net Assets
$-815,799

Audited Revenue Reconciliation

Revenue per Audited Statements
$435,794
Revenue Not Reported on Form 990
$183,178
Total Revenue per Audited Statements
$618,972
Total Revenue per Form 990
$435,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,157,232
Other Expenses$70,104
Salaries, Compensation, and Employee Benefits$24,257
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,018,882--$1,018,882
Grants to Domestic Individuals$138,350--$138,350
Current Officers, Directors, Trustees, and Key Employees-$22,500-$22,500
Fees for Services Accounting-$10,169-$10,169
Payroll Taxes-$1,757-$1,757
Other Expenses-$122-$122
All Other Expenses-$101-$101
Total Functional Expenses$1,157,232$94,361$0$1,251,593

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,251,593
Total Expenses per Audited Statements$1,251,593
Total Expenses per Form 990$1,251,593
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carthage R-ix School DistrictCarthage, MO501(c)See Part Iv$1,018,882
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$694,848
Fundraising Gross Income$28,531
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Baseball Field$626,634-$685,452-
Major Savers CA$16,517$16,517$8,481$8,036
Total Events$655,165$28,531$694,848$-666,317
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$42
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The director and treasurer review the tax return, but do not present it to the board of directors before filing it.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Carthage R-9 School Foundation
EIN
43-1712338
Phone
4173597000
Address
710 LYON, CARTHAGE, MO 64836

Signing Officer

Name
Lucretia Burt
Title
Secretary
Phone
4173597047
Signed
2025-07-21

Organization Details

Principal Officer
Patrice Sacry
Formed
1995
Legal Domicile
Mo
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
50

Preparer

Firm
Schmidt Associates LLC
Address
1105 INDUSTRIAL DR, CARTHAGE, MO 64836-3670
Preparer
Brian J Schmidt CPA
Phone
4173586090
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Release of temporarily restricted funds -5,817”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Release of temporarily restricted funds -5,817”

Raw XML AppendixShowing 400 of 514 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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IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE AND ADVISO
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IRS990/OtherExpensesGrp/Desc2ADVERTISING AND PROMOTION
IRS990/OtherExpensesGrp/Desc3MEALS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11470
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IRS990/OtherRevenueTotalAmt033171
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IRS990/PYGrantsAndSimilarPaidAmt0157352
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt070960
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IRS990ScheduleA/InvestmentIncomeCYPct00.12000
IRS990ScheduleA/InvestmentIncomePYPct00.13000
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt015108
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt096547
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03288545
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0138350
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0281705
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt057527
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03770070
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0130851
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0256530
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt025304
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
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IRS990ScheduleD/RevenueSubtotalAmt0435794
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RELEASE OF TEMPORARILY RESTRICTED FUNDS -5,817
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.21710
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt069
IRS990ScheduleI/RecipientTable/CashGrantAmt01018882
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARTHAGE R-IX SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0446002057
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0710 LYON STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CARTHAGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd064836
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MOST OF THE MONEY FOR SCHOLARSHIPS GOES DIRECTLY TO EDUCATIONAL INSTITUTIONS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION SERVED THE CARTHAGE R-9 SCHOOL DISTRICT'S STUDENTS THROUGH MONIES GIVEN TO THE VARIOUS SCHOOLS FOR EQUIPMENT, SUPPLIES, AND SUPPORT OF EXTRACURRICULAR ACTIVITIES THAT BENEFITED THE STUDENTS OF THE DISTRICT IN SOME WAY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV

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