Civic Intelligence

Ozarks Technical Community College Foundation

990 • Fiscal year 2023 • EIN 43-1753974

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

Organization ProfileFOUNDATION.OTC.EDU
1001 E Chestnut ExpwySpringfield, MO 65802-3625

(417) 447-4842

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$141,905

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$15,810,007

Up $1,858,483 (+13%) from 2022

Net Assets

Up

$15,777,957

Up $1,926,336 (+14%) from 2022

Liabilities

Down

$32,050

Down $67,853 (-68%) from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin88th percentile

Revenue

Down

$3,061,942

Down $938,967 (-23%) from 2022

Expenses

Down

$1,768,966

Down $250,064 (-12%) from 2022

Net Income

Down

$1,292,976

Down $688,903 (-35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $2,928,494Liabilities 2011: $0Net Assets 2011: $2,928,4942011Assets 2012: $4,258,591Liabilities 2012: $0Net Assets 2012: $4,258,5912012Assets 2013: $4,112,840Liabilities 2013: $10,750Net Assets 2013: $4,102,0902013Assets 2014: $5,031,963Liabilities 2014: $10,550Net Assets 2014: $5,021,4132014Assets 2015: $5,185,151Liabilities 2015: $13,855Net Assets 2015: $5,171,2962015Assets 2016: $5,903,937Liabilities 2016: $10,449Net Assets 2016: $5,893,4882016Assets 2017: $6,551,389Liabilities 2017: $414,675Net Assets 2017: $6,136,7142017Assets 2018: $6,806,652Liabilities 2018: $409,950Net Assets 2018: $6,396,7022018Assets 2019: $6,903,242Liabilities 2019: $453,463Net Assets 2019: $6,449,7792019Assets 2020: $7,470,833Liabilities 2020: $326,368Net Assets 2020: $7,144,4652020Assets 2021: $14,300,820Liabilities 2021: $170,046Net Assets 2021: $14,130,7742021Assets 2022: $13,951,524Liabilities 2022: $99,903Net Assets 2022: $13,851,6212022Assets 2023: $15,810,007Liabilities 2023: $32,050Net Assets 2023: $15,777,9572023Assets 2024: $18,350,132Liabilities 2024: $66,510Net Assets 2024: $18,283,6222024

Highlighted filing

2023

Assets$15,810,007
Liabilities$32,050
Net Assets$15,777,957
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,790,763Expenses 2011: $816,224Net Income 2011: $974,5392011Revenue 2012: $2,395,105Expenses 2012: $956,167Net Income 2012: $1,438,9382012Revenue 2013: $1,038,290Expenses 2013: $1,309,482Net Income 2013: -$271,1922013Revenue 2014: $817,584Expenses 2014: $365,235Net Income 2014: $452,3492014Revenue 2015: $1,721,857Expenses 2015: $1,443,484Net Income 2015: $278,3732015Revenue 2016: $1,514,076Expenses 2016: $551,277Net Income 2016: $962,7992016Revenue 2017: $1,096,689Expenses 2017: $1,251,738Net Income 2017: -$155,0492017Revenue 2018: $1,005,018Expenses 2018: $939,222Net Income 2018: $65,7962018Revenue 2019: $1,194,428Expenses 2019: $1,346,808Net Income 2019: -$152,3802019Revenue 2020: $1,172,444Expenses 2020: $743,525Net Income 2020: $428,9192020Revenue 2021: $6,624,207Expenses 2021: $1,016,161Net Income 2021: $5,608,0462021Revenue 2022: $4,000,909Expenses 2022: $2,019,030Net Income 2022: $1,981,8792022Revenue 2023: $3,061,942Expenses 2023: $1,768,966Net Income 2023: $1,292,9762023Revenue 2024: $2,680,104Expenses 2024: $1,511,756Net Income 2024: $1,168,3482024

Highlighted filing

2023

Revenue$3,061,942
Expenses$1,768,966
Net Income$1,292,976
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$3,097,649
Mission and Program Overview

Mission

The mission of the otc foundation is to maximize private gift support for the college while continuously laying the groundwork for future fundraising success in order to aid the college in fulfilling its own mission of excellence in education, research, and service. As an entity independent from the college, the foundation receives bequests and donations from individuals, corporations and foundations to enhance the quality of teaching and learning. The otc foundation's purpose is to secure private financial resources; enhance educational, cultural and workforce opportunities that may otherwise be unavailable; and advocate for the college. Annual gifts, multi-year pledges and planned gifts are used to support a variety of activities, including but not limited to: student scholarships, grants, library and learning resources, academic and student programs, literacy and developmental education, equipment and supplies, endowments for new programs, and capital improvements.

The otc foundation supports the college mission of transforming lives and strengthening our communities through securing private gifts, building partnerships and advocating for students and the college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,351,935$12,089,881▲ $2,737,946
Pledges and Grants Receivable$3,568,744$2,995,615▼ $573,129
Savings and Temporary Cash Investments$1,030,845$724,511▼ $306,334
Total Assets$13,951,524$15,810,007▲ $1,858,483
Liabilities
Accounts Payable and Accrued Expenses$99,903$32,050▼ $67,853
Total Liabilities$99,903$32,050▼ $67,853
Net Assets / Fund Balance
Net Assets With Donor Restrictions$11,957,859$13,417,724▲ $1,459,865
Net Assets Without Donor Restrictions$1,893,762$2,360,233▲ $466,471
Total Net Assets Fund Balance$13,851,621$15,777,957▲ $1,926,336
Total Liabilities and Net Assets / Fund Balance$13,951,524$15,810,007▲ $1,858,483

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$5,844,154$689,709▲ $490,714-$6,847,466
2021$6,708,293$123,400▼ $853,297-$5,844,154
2020$3,965,548$1,657,775▲ $1,135,093-$6,708,293
2019$3,762,796$214,043▲ $55,439-$3,965,548
2018$3,562,497$121,203▲ $158,658-$3,762,796
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Amy BaconExecutive DiPT$141,905$141,905
Drew CourtwayAssistant TrPT$120,024$120,024

Board Members and Trustees

NameTitle
Dr Keith LaferriereChair
Doug NeffPast Chair
Mary Beth HartmanVice Chair
Bill HammittDirector
Bob BeineDirector
Brad ErwinDirector
Chip SheppardDirector
David TaylorDirector
Dr Jerry CashDirector
Greg DelongDirector
Harwood FergusonDirector
Howard BaileyDirector
Jay GuffreyDirector
Jeff ChildsDirector
Jena Holtberg-bengeDirector
Jennifer KennallyDirector
Jim HutchesonDirector
Judy BreedingDirector
Mark HaseltineDirector
Randell WallaceDirector
Raylene ApplebyDirector
Rick HughlettDirector
Rosa DavisDirector
Ryan MurrayDirector
Sam F HamraDirector
Steve PlasterDirector
Voncille ElmerDirector
Mike MeekDirector (re
Adam PyleSecretary
Jim ToweryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,790,450
Program Service Revenue
$0
Investment Income
$282,499
Other Revenue
$-11,007
All Other Contributions
$2,745,430
Change in Net Assets
$1,292,976

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$67,109Nyse
Cars and Other Vehicles2$28,757Fair Market Value
Other Non Cash Contri Table6$20,735Fair Market Value
Food Inventory2$620Cost
Total Noncash Contributions12$117,221-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,601,938
Other Expenses$167,028
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,077,714--$1,077,714
Grants to Domestic Individuals$524,224--$524,224
Fees for Service Investment Mgmnt Fees-$57,359-$57,359
Other Expenses$2,832--$2,832
Total Functional Expenses$1,711,607$57,359$0$1,768,966
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ozarks Technical Community CollegeSpringfield, MOGovEducational Institut$1,028,222
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,707
Fundraising Gross Income$24,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$69,720$24,700$15,568$9,132
Total Events$69,720$24,700$35,707$-11,007
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
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“The otc foundation does not have its own written document retention & destruction policy at this time. The otc foundation uses the written document retention & destruction policy set by the related organization's (otc) finance department.”

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

“The foundation's board of directors, executive director and assistant treasurer all review the form 990 document prior to its filing.”

Form 990, Page 6, Part VI, Line 12C

“Interested persons annually sign affirmations of compliance with the organization's conflict of interest policies. Interested persons: any director, principal officer, member of a committee with governing board delegated power, or a person with a financial interest. Interested persons must disclose the existence of a possible conflict of interest. Once disclosed, the board reviews the situation and determines if a conflict exists. The board will vote to accept or reject the transaction with the interested person. The interested person is not allowed to vote.”

Form 990, Page 6, Part VI, Line 19

“The audited financial statements, conflict of interest policy and governing documents are not included in the foundation's annual report. They are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ozarks Technical Community College
EIN
43-1753974
Phone
4174474842
Address
1001 E CHESTNUT EXPWY, SPRINGFIELD, MO 65802-3625

Signing Officer

Name
Drew Courtway
Title
Assistant Treasurer
Phone
4174474842
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Bacon
Formed
1995
Legal Domicile
Mo
Voting Board Members
29
Independent Board Members
29
Employees
0
Volunteers
98

Preparer

Firm
Kpm Cpas Pc
Address
1445 E REPUBLIC RD, SPRINGFIELD, MO 65804
Preparer
Gretchen K Russell CPA
Phone
4178824300
Supplemental Narrative

Additional Explanations

Form 990

“Director doug neff serves as chairman and ceo of commerce bank, springfield region. In january 2018, the commerce trust company (a division of commerce bank) was engaged by the otc foundation for its investment management services. These investment management services were still present throughout the otc foundation's tax year.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The principal of an endowment fund shall be considered a permanent endowment and shall be kept intact and invested in accordance with foundation investment policies. The annual endowment distribution will be allocated to individual endowments based on spending policy and prior awards then awarded according to the agreed criteria at the time the donor made the gift. The spending policy is reviewed every three years by the board of directors.”

Schedule D, Page 3, Part X

“The foundation does not believe there are any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits. For the year ended june 30, 2023, there were no interest or penalties recorded in the financial statements.”

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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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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,810,007
Liabilities
$32,050
Net assets
$15,777,957
Revenue
$3,061,942
Expenses
$1,768,966
Net income
$1,292,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.07$18.3$2.68$1.51$1.17
2023Detailed filing. Detailed filing data is available for this year.$15.8$0.03$15.8$3.06$1.77$1.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.10$13.9$4.00$2.02$1.98
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.17$14.1$6.62$1.02$5.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.47$0.33$7.14$1.17$0.74$0.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.90$0.45$6.45$1.19$1.35$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$0.41$6.40$1.01$0.94$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.41$6.14$1.10$1.25$0.16
2016Detailed filing. Detailed filing data is available for this year.$5.90$0.01$5.89$1.51$0.55$0.96
2015Detailed filing. Detailed filing data is available for this year.$5.19$0.01$5.17$1.72$1.44$0.28
2014Detailed filing. Detailed filing data is available for this year.$5.03$0.01$5.02$0.82$0.37$0.45
2013Summary only. Only limited summary data is available for this year.$4.11$0.01$4.10$1.04$1.31$0.27
2012Summary only. Only limited summary data is available for this year.$4.26$0.00$4.26$2.40$0.96$1.44
2011Summary only. Only limited summary data is available for this year.$2.93$0.00$2.93$1.79$0.82$0.97