Civic Intelligence

South Harrison Alumni Foundation

EIN 47-4591911 • 501(c)3 • Bethany, MO

Profile

Primary purpose of the association is to promote education within the south harrison r-2 school district located in bethany, missouri.

26820 E 250th AvenueBethany, MO 64424

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

10.0%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,993,814

Up $181,074 (+10.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,993,814

Up $181,074 (+10.0%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin94th percentile

Revenue

Up

$263,550

Up $460,743 (+234%) from 2023

Expenses

Up

$82,476

Up $24,786 (+43%) from 2023

Net Income

Up

$181,074

Up $435,957 (+171%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,093,812Liabilities 2021: $0Net Assets 2021: $2,093,8122021Assets 2022: $2,067,623Liabilities 2022: $0Net Assets 2022: $2,067,6232022Assets 2023: $1,812,740Liabilities 2023: $0Net Assets 2023: $1,812,7402023Assets 2024: $1,993,814Liabilities 2024: $0Net Assets 2024: $1,993,8142024

Highlighted filing

2024

Assets$1,993,814
Liabilities$0
Net Assets$1,993,814
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,068,527Expenses 2021: $5,107Net Income 2021: $2,063,4202021Revenue 2022: $39,471Expenses 2022: $65,660Net Income 2022: -$26,1892022Revenue 2023: -$197,193Expenses 2023: $57,690Net Income 2023: -$254,8832023Revenue 2024: $263,550Expenses 2024: $82,476Net Income 2024: $181,0742024

Highlighted filing

2024

Revenue$263,550
Expenses$82,476
Net Income$181,074
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,993,814
Liabilities
$0
Net assets
$1,993,814
Revenue
$263,550
Expenses
$82,476
Net income
$181,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.26$0.08$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.20$0.06$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.04$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$2.07$0.01$2.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.1
Gross Receipts
$688,899
Mission and Program Overview

Mission

Primary purpose of the association is to promote education within the south harrison r-2 school district located in bethany, missouri.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,812,739$1,993,814▲ $181,075
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$1,812,740$1,993,814▲ $181,074
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,812,740$1,993,814▲ $181,074
Total Net Assets Fund Balance$1,812,740$1,993,814▲ $181,074
Total Liabilities and Net Assets / Fund Balance$1,812,740$1,993,814▲ $181,074
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Chad SmithPresident
Mike LittrellVice President
Jeriann BernardSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$161,250
Program Service Revenue
$0
Investment Income
$102,300
Other Revenue
$0
All Other Contributions
$161,250
Change in Net Assets
$181,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,500
Other Expenses$27,976
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$54,500--$54,500
Fees for Service Investment Mgmnt Fees$25,830--$25,830
Fees for Services Accounting$1,750--$1,750
Other Expenses$396--$396
Total Functional Expenses$82,476$0$0$82,476
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
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, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 18

“No documents available to the public”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
South Harrison Alumni Foundation
EIN
47-4591911
Phone
8163901911
Address
26820 E 250TH AVENUE, BETHANY, MO 64424

Signing Officer

Name
Jeriann Bernard
Title
Secretary/treasurer
Phone
8163901911
Signed
2025-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeriann Bernard
Formed
2021
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Welgaard Cpas & Advisors
Address
22208 EAST US HWY 136 SUITE 200, BETHANY, MO 64424
Preparer
Kelsi Ward
Phone
6604254117
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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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