Civic Intelligence

Lezah Stenger Foundation

990 • Fiscal year 2017 • EIN 43-1872019

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 27, 2018

Organization ProfileN/A
5051 S NATIONAL AVENUE Suite 5-100Springfield, MO 65810

(417) 889-4300

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

69th percentile

$169,558

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 111.6% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

37th percentile

0.5%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

104%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$9,110,339

Up $42,084 (+0.5%) from 2016

Net Assets

Up

$9,110,339

Up $42,084 (+0.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin83rd percentile

Revenue

Up

$151,986

Up $77,522 (+104%) from 2016

Expenses

Down

$109,902

Down $17,306 (-14%) from 2016

Net Income

Up

$42,084

Up $94,828 (+180%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$10M$5.0M$0Assets 2010: $9,103,311Liabilities 2010: $0Net Assets 2010: $9,103,3112010Assets 2011: $9,092,466Liabilities 2011: $0Net Assets 2011: $9,092,4662011Assets 2012: $9,093,894Liabilities 2012: $0Net Assets 2012: $9,093,8942012Assets 2013: $9,086,091Liabilities 2013: $0Net Assets 2013: $9,086,0912013Assets 2014: $9,091,861Liabilities 2014: $0Net Assets 2014: $9,091,8612014Assets 2015: $9,120,999Liabilities 2015: $0Net Assets 2015: $9,120,9992015Assets 2016: $9,068,255Liabilities 2016: $0Net Assets 2016: $9,068,2552016Assets 2017: $9,110,339Liabilities 2017: $0Net Assets 2017: $9,110,3392017Assets 2018: $9,149,460Liabilities 2018: $0Net Assets 2018: $9,149,4602018Assets 2019: $9,185,731Liabilities 2019: $0Net Assets 2019: $9,185,7312019Assets 2020: $9,075,046Liabilities 2020: $0Net Assets 2020: $9,075,0462020Assets 2021: $8,817,605Liabilities 2021: $0Net Assets 2021: $8,817,6052021Assets 2022: $8,492,408Liabilities 2022: $0Net Assets 2022: $8,492,4082022Assets 2023: $8,475,864Liabilities 2023: $0Net Assets 2023: $8,475,8642023Assets 2024: $8,473,541Liabilities 2024: $0Net Assets 2024: $8,473,5412024

Highlighted filing

2017

Assets$9,110,339
Liabilities$0
Net Assets$9,110,339
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $152,8912010Expenses 2011: $129,3082011Expenses 2012: $136,5902012Revenue 2013: $136,639Expenses 2013: $144,442Net Income 2013: -$7,8032013Revenue 2014: $137,420Expenses 2014: $131,650Net Income 2014: $5,7702014Revenue 2015: $149,699Expenses 2015: $120,561Net Income 2015: $29,1382015Revenue 2016: $74,464Expenses 2016: $127,208Net Income 2016: -$52,7442016Revenue 2017: $151,986Expenses 2017: $109,902Net Income 2017: $42,0842017Revenue 2018: $154,848Expenses 2018: $115,727Net Income 2018: $39,1212018Revenue 2019: $151,083Expenses 2019: $114,812Net Income 2019: $36,2712019Revenue 2020: -$27,437Expenses 2020: $83,248Net Income 2020: -$110,6852020Revenue 2021: -$146,659Expenses 2021: $94,418Net Income 2021: -$241,0772021Revenue 2022: -$118,679Expenses 2022: $206,518Net Income 2022: -$325,1972022Revenue 2023: $28,483Expenses 2023: $45,027Net Income 2023: -$16,5442023Revenue 2024: $43,227Expenses 2024: $45,550Net Income 2024: -$2,3232024

Highlighted filing

2017

Revenue$151,986
Expenses$109,902
Net Income$42,084
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 27, 2018
Return Version
2017v2.3
Gross Receipts
$163,978
Mission and Program Overview

Mission

To promote education, amateur athletics, and various other charitable causes designed to meet the needs of the community.

The corporation is organized solely to serve as a supporting organization under code sec 509(a)(3) to the community foundation of the ozarks. See schedule o for more detail.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,914,402$8,950,897▲ $36,495
Other Notes and Loans Receivable, Net$149,209$149,209→ $0
Savings and Temporary Cash Investments$957$6,964▲ $6,007
Cash and Non-Interest-Bearing Accounts$3,033$2,570▼ $463
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$9,068,255$9,110,339▲ $42,084
Other Assets Total$654$699▲ $45
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$9,068,255$9,110,339▲ $42,084
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$9,068,255$9,110,339▲ $42,084
Total Liabilities and Net Assets / Fund Balance$9,068,255$9,110,339▲ $42,084

Asset Categories

AssetBook ValueDepreciationBasis
Land$8,950,897--
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Lezah StengerPresident
Brian FogleDirector
Crista HoganDirector
Morey MechlinDirector
Stephanie MontgomerySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$145,271
Program Service Revenue
$0
Investment Income
$6,715
Other Revenue
$0
All Other Contributions
$145,271
Change in Net Assets
$42,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,902
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
Interest$66,876--$66,876
Occupancy$41,054--$41,054
Fees for Services Accounting-$1,925-$1,925
Other Expenses$15$32-$15
Total Functional Expenses$107,945$1,957$0$109,902
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Lezah Stenger Foundation
EIN
43-1872019
In Care Of
% LEZAH STENGER
Phone
4178894300
Address
5051 S NATIONAL AVENUE Suite 5-100, SPRINGFIELD, MO 65810

Signing Officer

Name
Lezah Stenger
Title
President
Phone
4178894300
Signed
2018-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lezah Stenger
Formed
1999
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Bkd Llp
Address
910 E ST LOUIS 200/PO BOX 1190, SPRINGFIELD, MO 65806-2523
Preparer
Kyle G Hesemann
Phone
4178658701
Supplemental Narrative

Additional Explanations

ORGANIZATION'S MISSION

“Form 990, part i, line 1 the corporation is organized solely to serve as a supporting organization under code sec. 509(a)(3) to the community foundation of the ozarks, a not-for-profit community trust. Through support of the community foundation of the ozarks, this corporation seeks to promote education, amateur athletics, and various other charitable causes designed to meet the needs of the community.”

Officer, Director, Trustee, or Key Employee Relationships

“Form 990, part vi, section a, line 2 lezah stenger and stephanie montgomery, both officers of the organization, have a family relationship.”

Members of the Board

“Form 990, part vi, section a, lines 6 & 7a the community foundation of the ozarks, the supported organization, approves a majority (three out of five) of the board members.”

Committees

“Form 990, part vi, section a, line 8b there are no committees with the authority to act on behalf of the governing body. Review of form 990 form 990, part vi, section b, line 11b the form 990 is prepared by an independent accounting firm based on the financial statements and information provided by the accounting department of the organization. The return is reviewed by the president or treasurer and, prior to filing, a copy is furnished to all board members.”

Document Disclosure

“Form 990, part, vi, section c, line 19 the organization's governing documents and financial statements are available to be viewed upon request.”

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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/Form990ScheduleAPartVIGrp/ExplanationTxt0SCHEDULE A, PART I, LINE 11(G), COLUMN (I) THE FULL NAME OF THE SUPPORTED ORGANIZATION IS: COMMUNITY FOUNDATION OF THE OZARKS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART I, LINE 1 THE CORPORATION IS ORGANIZED SOLELY TO SERVE AS A SUPPORTING ORGANIZATION UNDER CODE SEC. 509(A)(3) TO THE COMMUNITY FOUNDATION OF THE OZARKS, A NOT-FOR-PROFIT COMMUNITY TRUST. THROUGH SUPPORT OF THE COMMUNITY FOUNDATION OF THE OZARKS, THIS CORPORATION SEEKS TO PROMOTE EDUCATION, AMATEUR ATHLETICS, AND VARIOUS OTHER CHARITABLE CAUSES DESIGNED TO MEET THE NEEDS OF THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, SECTION A, LINE 2 LEZAH STENGER AND STEPHANIE MONTGOMERY, BOTH OFFICERS OF THE ORGANIZATION, HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART VI, SECTION A, LINES 6 & 7A THE COMMUNITY FOUNDATION OF THE OZARKS, THE SUPPORTED ORGANIZATION, APPROVES A MAJORITY (THREE OUT OF FIVE) OF THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. THE RETURN IS REVIEWED BY THE PRESIDENT OR TREASURER AND, PRIOR TO FILING, A COPY IS FURNISHED TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART, VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO BE VIEWED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE RELATIONSHIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2MEMBERS OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DOCUMENT DISCLOSURE
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,110,339
Liabilities
$0
Net assets
$9,110,339
Revenue
$151,986
Expenses
$109,902
Net income
$42,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.04$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.12$0.21$0.33
2021Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.15$0.09$0.24
2020Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$0.03$0.08$0.11
2019Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$0.15$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.15$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.15$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.07$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.15$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.14$0.13$0.01
2013Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.14$0.14$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.09$0.00$9.09$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.09$0.00$9.09$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.10$0.00$9.10$0.15