Civic Intelligence

The Arc of the Ozarks Foundation Inc

EIN 43-1843334 • 501(c)3 • Springfield, MO

Profile

Procuring and soliciting funds via private contributions and managing invested funds for the support of the programs of the arc of the ozarks, inc.

2200 E Sunshine St Ste 308Springfield, MO 65804
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

7th percentile

-186%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-99%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $799,570 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $799,570 (-100%) from 2021

Revenue

Down

$1,098

Down $90,285 (-99%) from 2021

Expenses

Down

$3,135

Down $31,592 (-91%) from 2021

Net Income

Down

-$2,037

Down $58,693 (-104%) from 2021

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $738,665Liabilities 2011: $0Net Assets 2011: $738,6652011Assets 2012: $700,271Liabilities 2012: $62Net Assets 2012: $700,2092012Assets 2013: $725,915Liabilities 2013: $0Net Assets 2013: $725,9152013Assets 2014: $783,685Liabilities 2014: $0Net Assets 2014: $783,6852014Assets 2015: $732,403Liabilities 2015: $0Net Assets 2015: $732,4032015Assets 2016: $645,219Liabilities 2016: $0Net Assets 2016: $645,2192016Assets 2017: $669,166Liabilities 2017: $0Net Assets 2017: $669,1662017Assets 2018: $667,543Liabilities 2018: $0Net Assets 2018: $667,5432018Assets 2019: $668,320Liabilities 2019: $0Net Assets 2019: $668,3202019Assets 2020: $666,692Liabilities 2020: $0Net Assets 2020: $666,6922020Assets 2021: $799,570Liabilities 2021: $0Net Assets 2021: $799,5702021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2011: $70,5622011Expenses 2012: $70,6582012Expenses 2013: $62,4332013Revenue 2014: $36,882Expenses 2014: $56,745Net Income 2014: -$19,8632014Revenue 2015: $40,993Expenses 2015: $53,080Net Income 2015: -$12,0872015Revenue 2016: -$12,293Expenses 2016: $72,413Net Income 2016: -$84,7062016Revenue 2017: $37,275Expenses 2017: $41,800Net Income 2017: -$4,5252017Revenue 2018: $27,827Expenses 2018: $43,488Net Income 2018: -$15,6612018Revenue 2019: $28,126Expenses 2019: $37,429Net Income 2019: -$9,3032019Revenue 2020: $20,638Expenses 2020: $36,112Net Income 2020: -$15,4742020Revenue 2021: $91,383Expenses 2021: $34,727Net Income 2021: $56,6562021Revenue 2022: $1,098Expenses 2022: $3,135Net Income 2022: -$2,0372022

Highlighted filing

2022

Revenue$1,098
Expenses$3,135
Net Income-$2,037

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.2
Gross Receipts
$1,098
Mission and Program Overview

Mission

Procuring and soliciting funds via private contributions and managing invested funds for the support of the programs of the arc of the ozarks, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$793,588--
Cash and Non-Interest-Bearing Accounts$5,982--
Total Assets$799,570$0▼ $799,570
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$799,570--
Total Net Assets Fund Balance$799,570$0▼ $799,570
Total Liabilities and Net Assets / Fund Balance$799,570$0▼ $799,570

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$793,588-▲ $19,421$811,794-
2020$657,730-▲ $166,395-$793,588
2019$663,676-▲ $34,078-$657,730
2018$655,356-▲ $37,209-$663,676
2017$647,607-▲ $41,244-$655,356
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard OwensbyChairman
Lynn RoweVice-chairman
Eric LampeDirector
Les GibsonDirector
Norma ChampionDirector
Richard SchnakeDirector
Michael PowersCEO - Arc of the Ozarks
Mark NelsonSecretary
David a KeehnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,098
Other Revenue
$0
Change in Net Assets
$-2,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$1,800-$1,800
Fees for Service Investment Mgmnt Fees-$1,215-$1,215
Office Expenses-$120-$120
Total Functional Expenses$0$3,135$0$3,135
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
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 governing body review Part VI line 11

Form 990 is reviewed by the executive committee of the board of directors.

Governing documents etc available to public Part VI line 19

Governing documents, conflict of interest policy & financial statements are made availabe at the organizations office upon specific request.

Filing and Contact Details

Filer

Filer Name
The Arc of the Ozarks Foundation Inc
EIN
43-1843334
Address
2200 E SUNSHINE ST STE 308, SPRINGFIELD, MO 65804

Signing Officer

Name
Richard Owensby
Title
Chairman
Phone
4177668944
Signed
2023-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Owensby
Formed
1999
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
David a Keehn Pc
Address
2200 E SUNSHINE STE 308, SPRINGFIELD, MO 65804
Preparer
David A Keehn
Phone
4177668944
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Distribution upon dissolution

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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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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0436049000
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE ARC OF THE OZARKS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01215
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0793588
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt019421
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0811794
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05537
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0657730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0793588
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt025000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0166395
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt017024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0663676
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0657730
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt023000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034078
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04889
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0655356
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0663676
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt024000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt037209
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0647607
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0655356
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt028400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041244
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LYNN ROWE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0VICE-CHAIRMAN
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH AND INVESTMENTS CONSISTING OF PUBLICLY TRADED SECURITIES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-01-05
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0273924178
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0815856
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501C3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0QUOTED MARKET PRICES PER STOCK EXCHANGES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0THE ARC PROPERTY MANAGEMENT LLC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01501 E PYTHIAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd065802
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE MADE AVAILABE AT THE ORGANIZATIONS OFFICE UPON SPECIFIC REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRIBUTION UPON DISSOLUTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE ARC OF THE OZARKS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0436049004
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SERVICES FOR DEVELOPMENTALLY DIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01501 E PYTHIAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd065802
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt0799570
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0799570
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03135
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03135
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00

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