Civic Intelligence

Neosho R-5 School District Charitable Foundation

990EZ • Fiscal year 2022 • EIN 43-1917195

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

33rd percentile

-3.8%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

44th percentile

-1.3%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

7th percentile

-66%

Faster revenue growth than 7% of similar nonprofits.

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

Assets

Flat

$352,343

Flat from 2022

Net Assets

$352,343

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$122,010

Flat from 2022

Expenses

Flat

$126,588

Flat from 2022

Net Income

Flat

-$4,578

Flat from 2022

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: $352,343Net Assets 2022: $352,3432022Assets 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

2022

Assets$352,343
Liabilities-
Net Assets$352,343

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 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

2022

Revenue$122,010
Expenses$126,588
Net Income-$4,578
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$122,010
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.

Program Services

DescriptionGrantsExpenses
THE TRUST AWARDED 66,291 TO VARIOUS CONSTRUCTION PROJECTS. THE TRUST HAS BEGAN COLLECTING DONATIONS FOR THESE PROJECTS AND PRESENTED THOSE FUNDS IN 2021 & 2022.-$76,000
THE TRUST AWARDED 27,177 IN TWO SEPARATE MINI-GRANTS TO VARIOUS TEACHERS. THE FIRST MINI-GRANT WAS FOR A TOTAL OF 19,421 AWARDED TO SEVERAL SCHOOLS FOR VARIOUS PROJECTS. THE SECOND MINI-GRANT WAS FOR A TOTAL OF 7,756 AWARDED TO SEVERAL SCHOOLS FOR VARIOUS PROJECTS-$27,177
THE TRUST AWARDED SEVEN SCHOLARSHIPS AS FOLLOWS: 1) TWO 500 NEOSHO CHARITABLE FOUNDATION SCHOLARSHIPS TO A STUDENT WHO WILL ATTEND PITT STATE UNIVERSITY AND A STUDENT WHO WILL ATTEND BOSTON COLLEGE 2) 500 NEOSHO ALUMNI ASSOCIATION SCHOLARSHIP TO A STUDENT WHO WILL ATTEND LABETTE COMMUNITY COLLEGE 3) 1,500 GRIFF & ADRIENNE HUMPHREY SCHOLARSHIP TO A STUDENT WHO WILL ATTEND CROWDER COLLEGE 4) THREE 5,000 MISSOURI WALNUT SCHOLARSHIPS TO A STUDENT WHO WILL ATTEND PITT STATE UNIVERSITY, MSSU & JOHN BROWN UNIVERSITY-$18,000
THE TRUST ALSO PROVIDED FUNDS TO FUND THE AMERICAN EDUCATION WEEK BREAKFAST IN THE AMOUNT OF 1,680-$1,383
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISSY DAYTrustee-$0--
TONYA PATTERSONSecretary/Tr-$0--
JUSTIN BRANHAMTrustee-$0--
JARED THOMASTrustee-$0--
CINDY BROWNTrustee-$0--
PRIS REEDPresident-$0--
MELISSA BRANHAMTrustee-$0--
TINA HIERHOLZERTrustee-$0--
JEAN KELLYTrustee-$0--
JIM CUMMINSTrustee-$0--
CARI SOUTHERNTrustee-$0--
JENNY SPIVATrustee-$0--
SHEILA PARSONSTrustee-$0--
STEVE DOUGLASTrustee-$0--
STUART PUCKETTTrustee-$0--
RANDY CARTERTrustee-$0--
JARROD NEWCOMBTrustee-$0--
WARREN LANGLANDTrustee-$0--
DAN SNOWTrustee-$0--
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
2023-05-10
Discuss with paid preparer
Yes

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-ez, Part I, Line 16

Expenses baseball/perf arts 61,000 mini grant award (apr) 19,421 mini grant award (oct) 7,756 alumni assoc 1,383 scholarships 18,000 turf project 15,000 total 122,560

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

The trust awarded 27,177 in two separate mini-grants to various teachers. The first mini-grant was for a total of 19,421 awarded to several schools for various projects. The second mini-grant was for a total of 7,756 awarded to several schools for various projects

Form 990-ez, Part III, Line 29

The trust awarded seven scholarships as follows: 1) two 500 neosho charitable foundation scholarships to a student who will attend pitt state university and a student who will attend boston college 2) 500 neosho alumni association scholarship to a student who will attend labette community college 3) 1,500 griff & adrienne humphrey scholarship to a student who will attend crowder college 4) three 5,000 missouri walnut scholarships to a student who will attend pitt state university, mssu & john brown university

Form 990-ez, Part III, Line 31

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

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE TRUST AWARDED SEVEN SCHOLARSHIPS AS FOLLOWS: 1) TWO 500 NEOSHO CHARITABLE FOUNDATION SCHOLARSHIPS TO A STUDENT WHO WILL ATTEND PITT STATE UNIVERSITY AND A STUDENT WHO WILL ATTEND BOSTON COLLEGE 2) 500 NEOSHO ALUMNI ASSOCIATION SCHOLARSHIP TO A STUDENT WHO WILL ATTEND LABETTE COMMUNITY COLLEGE 3) 1,500 GRIFF & ADRIENNE HUMPHREY SCHOLARSHIP TO A STUDENT WHO WILL ATTEND CROWDER COLLEGE 4) THREE 5,000 MISSOURI WALNUT SCHOLARSHIPS TO A STUDENT WHO WILL ATTEND PITT STATE UNIVERSITY, MSSU & JOHN BROWN UNIVERSITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE TRUST AWARDED 66,291 TO VARIOUS CONSTRUCTION PROJECTS. THE TRUST HAS BEGAN COLLECTING DONATIONS FOR THESE PROJECTS AND PRESENTED THOSE FUNDS IN 2021 & 2022.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3THE TRUST ALSO PROVIDED FUNDS TO FUND THE AMERICAN EDUCATION WEEK BREAKFAST IN THE AMOUNT OF 1,680
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BASEBALL/PERF ARTS 61,000 MINI GRANT AWARD (APR) 19,421 MINI GRANT AWARD (OCT) 7,756 ALUMNI ASSOC 1,383 SCHOLARSHIPS 18,000 TURF PROJECT 15,000 TOTAL 122,560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST AWARDED 27,177 IN TWO SEPARATE MINI-GRANTS TO VARIOUS TEACHERS. THE FIRST MINI-GRANT WAS FOR A TOTAL OF 19,421 AWARDED TO SEVERAL SCHOOLS FOR VARIOUS PROJECTS. THE SECOND MINI-GRANT WAS FOR A TOTAL OF 7,756 AWARDED TO SEVERAL SCHOOLS FOR VARIOUS PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST AWARDED SEVEN SCHOLARSHIPS AS FOLLOWS: 1) TWO 500 NEOSHO CHARITABLE FOUNDATION SCHOLARSHIPS TO A STUDENT WHO WILL ATTEND PITT STATE UNIVERSITY AND A STUDENT WHO WILL ATTEND BOSTON COLLEGE 2) 500 NEOSHO ALUMNI ASSOCIATION SCHOLARSHIP TO A STUDENT WHO WILL ATTEND LABETTE COMMUNITY COLLEGE 3) 1,500 GRIFF & ADRIENNE HUMPHREY SCHOLARSHIP TO A STUDENT WHO WILL ATTEND CROWDER COLLEGE 4) THREE 5,000 MISSOURI WALNUT SCHOLARSHIPS TO A STUDENT WHO WILL ATTEND PITT STATE UNIVERSITY, MSSU & JOHN BROWN UNIVERSITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST ALSO PROVIDED FUNDS TO FUND THE AMERICAN EDUCATION WEEK BREAKFAST IN THE AMOUNT OF 1,680
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TUESDAY J GRAHAM
ReturnHeader/ReturnTs02023-05-12T18:17:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TONYA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATTERSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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
2022Detailed filing. Detailed filing data is available for this year.$3.52$3.52$1.22$1.27$0.05
2022Summary only. Only limited summary data is available for this year.$3.52$0.00$1.22$1.27$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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