Civic Intelligence

Neosho R-5 School District Charitable Foundation

990 • Fiscal year 2021 • EIN 43-1917195

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 21, 2022

418 Fairground RdNeosho, MO 64850

(417) 451-8600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

81st percentile

40%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

66%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

106%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$356,921

Up $142,317 (+66%) from 2020

Net Assets

Up

$356,921

Up $142,317 (+66%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$355,402

Up $182,961 (+106%) from 2020

Expenses

Up

$213,085

Up $53,392 (+33%) from 2020

Net Income

Up

$142,317

Up $129,569 (+1016%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $137,771Net Assets 2010: $137,7712010Assets 2011: $123,077Liabilities 2011: $02011Assets 2012: $109,718Liabilities 2012: $02012Assets 2013: $162,301Net Assets 2013: $162,3012013Assets 2014: $225,326Net Assets 2014: $225,3262014Assets 2015: $235,726Net Assets 2015: $235,7262015Assets 2016: $215,662Net Assets 2016: $215,6622016Assets 2017: $216,554Liabilities 2017: $02017Assets 2018: $232,137Liabilities 2018: $02018Assets 2019: $201,855Liabilities 2019: $02019Assets 2020: $214,604Net Assets 2020: $214,6042020Assets 2021: $356,921Liabilities 2021: $0Net Assets 2021: $356,9212021Assets 2022: $352,343Liabilities 2022: $02022Assets 2023: $610,617Liabilities 2023: $511Net Assets 2023: $610,1062023Assets 2024: $667,995Liabilities 2024: $1,128Net Assets 2024: $666,8672024

Highlighted filing

2021

Assets$356,921
Liabilities$0
Net Assets$356,921

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $145,149Expenses 2010: $84,429Net Income 2010: $60,7202010Revenue 2011: $29,396Expenses 2011: $44,090Net Income 2011: -$14,6942011Revenue 2012: $35,698Expenses 2012: $49,057Net Income 2012: -$13,3592012Revenue 2013: $70,030Expenses 2013: $17,447Net Income 2013: $52,5832013Revenue 2014: $83,271Expenses 2014: $20,246Net Income 2014: $63,0252014Revenue 2015: $48,650Expenses 2015: $38,250Net Income 2015: $10,4002015Revenue 2016: $43,337Expenses 2016: $63,402Net Income 2016: -$20,0652016Revenue 2017: $135,137Expenses 2017: $134,245Net Income 2017: $8922017Revenue 2018: $43,948Expenses 2018: $28,365Net Income 2018: $15,5832018Revenue 2019: $57,846Expenses 2019: $88,128Net Income 2019: -$30,2822019Revenue 2020: $172,441Expenses 2020: $159,693Net Income 2020: $12,7482020Revenue 2021: $355,402Expenses 2021: $213,085Net Income 2021: $142,3172021Revenue 2022: $122,010Expenses 2022: $126,588Net Income 2022: -$4,5782022Revenue 2023: $415,541Expenses 2023: $157,778Net Income 2023: $257,7632023Revenue 2024: $169,017Expenses 2024: $112,256Net Income 2024: $56,7612024

Highlighted filing

2021

Revenue$355,402
Expenses$213,085
Net Income$142,317
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 21, 2022
Return Version
2021v4.0
Gross Receipts
$355,402
Mission and Program Overview

Mission

To raise funds to assist the Neosho R-5 School District by purchasing equipment,educational materials, and helping to defray the cost of capital improvements.

The organiation's primary exempt function is to raise funds to assist the neosho school district by purchasing equipment and educational materials and by helping to defray the cost of capital improvements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$214,604$356,921▲ $142,317
Savings and Temporary Cash Investments$106,414$240,017▲ $133,603
Cash and Non-Interest-Bearing Accounts$98,131$106,845▲ $8,714
Land, Buildings, and Equipment, Net$10,059$10,059→ $0
Total Assets$214,604$356,921▲ $142,317
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$214,604$356,921▲ $142,317
Total Liabilities and Net Assets / Fund Balance$214,604$356,921▲ $142,317

Asset Categories

AssetBook ValueDepreciationBasis
Land$10,059-$10,059
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$343,260
Program Service Revenue
$0
Investment Income
$12,142
Other Revenue
$0
All Other Contributions
$343,260
Change in Net Assets
$142,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,085
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
Other Expenses$5,200--$5,200
All Other Expenses$3,765--$3,765
Fees for Service Investment Mgmnt Fees-$1,853-$1,853
Fees for Services Accounting-$550-$550
Fees for Services Other-$173-$173
Total Functional Expenses$210,509$2,576$0$213,085
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

Chrissy day 116 s. Wood neosho, mo 64850 justin branham 12033 e highway 86 neosho, mo 64850 jared thomas 105 east main neosho, mo 64850 cindy brown 8583 e. Highway 86 neosho, mo 64850 pris reed 410 carson street neosho, mo 64850 melissa branham 1245 stoneledge ln neosho, mo 64850 tina hierholzer 2010 hearthside st. Neosho, mo 64850 jean kelly 615 s. Ripley neosho, mo 64850 cari southern 210 linwood court neosho, mo 64850 jenny spiva 2005 w. Glenn street neosho, mo 64850 sheila parsons 1101 w. South street neosho, mo 64850 steve douglas 801 laurel circle neosho, mo 64850 stuart puckett 717 oak ridge drive neosho, mo 64850 randy cater neosho, mo 64850 jarrod newcomb 4301 howard bush neosho, mo 64850 warren langland 851 e industrial drive neosho, mo 64850

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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Neosho School District
EIN
43-1917195
Phone
4174518600
Address
418 FAIRGROUND RD, NEOSHO, MO 64850

Signing Officer

Name
Tonya Patterson
Title
Secretary/treas
Phone
4174518600
Signed
2022-06-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tonya Patterson
Formed
2001
Legal Domicile
Mo
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Firm
Swift Cooper & Graham Pc
Address
2026 LA QUESTA DR, NEOSHO, MO 64850
Preparer
Tuesday J Graham
Phone
4174512717
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

The trust also provided funds to fund the american education week breakfast in the amount of 1,680

Raw XML Appendix370 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/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRUST AWARDED SEVEN SCHOLARSHIPS AS FOLLOWS: 1) TWO 500 NEOSHO CHARITABLE FOUNDATION SCHOLARSHIPS TO A STUDENT WHO WILL ATTEND FREED HARDEMAN UNIVERSITY AND A STUDENT WHO WILL ATTEND WASHINGTON UNIVERSITY 2) 500 NEOSHO ALUMNI ASSOCIATION SCHOLARSHIP TO A STUDENT WHO WILL ATTEND WASHINGTON UNIVERSITY 3) 1,500 GRIFF & ADRIENNE HUMPHREY SCHOLARSHIP TO A STUDENT WHO WILL ATTNED DRURY UNIVERSITY 4) THREE 5,000 MISSOURI WALNUT SCHOLARSHIPS TO A STUDENTS WHO WILL ATTEND CROWDER COLLEGE
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE TRUST AWARDED 168,700 TO THE TURF PROJECT, BASEBALL COMPLEX AND PERFORMING ARTS CENTER. THE TRUST HAS BEGAN COLLECTING DONATIONS FOR THESE PROJECTS AND PRESENTED THOSE FUNDS IN 2021.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0168700
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE TRUST ALSO PROVIDED FUNDS TO FUND THE AMERICAN EDUCATION WEEK BREAKFAST IN THE AMOUNT OF 1,680
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0106414
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0240017
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EARNINGS FROM COMM FDN OF OZARKS 33,441
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0220268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0171324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt043500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0132715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0608341
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt033441
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012142
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01117
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014346
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03414
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02422
IRS990ScheduleA/OtherIncome170Grp/TotalAmt033441
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53790
IRS990ScheduleA/PublicSupportPY170Pct00.51190
IRS990ScheduleA/PublicSupportTotal170Amt0345193
IRS990ScheduleA/SubstantialContributorsTotAmt0263148
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0220268
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0171324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt043500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt040534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0132715
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0608341
IRS990ScheduleA/TotalSupportAmt0641782
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt010059
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010059
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010059
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST ALSO PROVIDED FUNDS TO FUND THE AMERICAN EDUCATION WEEK BREAKFAST IN THE AMOUNT OF 1,680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHRISSY DAY 116 S. WOOD NEOSHO, MO 64850 JUSTIN BRANHAM 12033 E HIGHWAY 86 NEOSHO, MO 64850 JARED THOMAS 105 EAST MAIN NEOSHO, MO 64850 CINDY BROWN 8583 E. HIGHWAY 86 NEOSHO, MO 64850 PRIS REED 410 CARSON STREET NEOSHO, MO 64850 MELISSA BRANHAM 1245 STONELEDGE LN NEOSHO, MO 64850 TINA HIERHOLZER 2010 HEARTHSIDE ST. NEOSHO, MO 64850 JEAN KELLY 615 S. RIPLEY NEOSHO, MO 64850 CARI SOUTHERN 210 LINWOOD COURT NEOSHO, MO 64850 JENNY SPIVA 2005 W. GLENN STREET NEOSHO, MO 64850 SHEILA PARSONS 1101 W. SOUTH STREET NEOSHO, MO 64850 STEVE DOUGLAS 801 LAUREL CIRCLE NEOSHO, MO 64850 STUART PUCKETT 717 OAK RIDGE DRIVE NEOSHO, MO 64850 RANDY CATER NEOSHO, MO 64850 JARROD NEWCOMB 4301 HOWARD BUSH NEOSHO, MO 64850 WARREN LANGLAND 851 E INDUSTRIAL DRIVE NEOSHO, MO 64850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0214604
IRS990/TotalAssetsEOYAmt0356921
IRS990/TotalAssetsGrp/BOYAmt0214604
IRS990/TotalAssetsGrp/EOYAmt0356921
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0343260
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02576
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0210509
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213085
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0214604
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0356921
IRS990/TotalOtherProgSrvcExpenseAmt01680
IRS990/TotalProgramServiceExpensesAmt0210509
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012142
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0355402
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0214604
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0356921
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0418 FAIRGROUND RD
IRS990/USAddress/CityNm0NEOSHO
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064850
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0WWW.NSD-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TONYA PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum04174518600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEOSHO SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NEOS
ReturnHeader/Filer/EIN0431917195
ReturnHeader/Filer/PhoneNum04174518600
ReturnHeader/Filer/USAddress/AddressLine1Txt0418 FAIRGROUND RD
ReturnHeader/Filer/USAddress/CityNm0NEOSHO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064850
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431659372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWIFT COOPER & GRAHAM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02026 LA QUESTA DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEOSHO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064850
ReturnHeader/PreparerPersonGrp/PhoneNum04174512717
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TUESDAY J GRAHAM
ReturnHeader/ReturnTs02022-07-11T14:02:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TONYA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATTERSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.68$0.01$6.67$1.69$1.12$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.01$6.10$4.16$1.58$2.58
2022Summary only. Only limited summary data is available for this year.$3.52$0.00$1.22$1.27$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$3.55$2.13$1.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$2.15$1.72$1.60$0.13
2019Summary only. Only limited summary data is available for this year.$2.02$0.00$0.58$0.88$0.30
2018Summary only. Only limited summary data is available for this year.$2.32$0.00$0.44$0.28$0.16
2017Summary only. Only limited summary data is available for this year.$2.17$0.00$1.35$1.34$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$2.16$0.43$0.63$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.36$2.36$0.49$0.38$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.25$2.25$0.83$0.20$0.63
2013Detailed filing. Detailed filing data is available for this year.$1.62$1.62$0.70$0.17$0.53
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$0.36$0.49$0.13
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.29$0.44$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$1.38$1.45$0.84$0.61