Bozie Foundation

EIN 86-2538799 • Bentonville, AR

2201 NW Vassar CTBentonville, AR 72712

Siviq Scores

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

0.00x

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

$10M-$25M nonprofits • Source year 2024

0.00x

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

$10M-$25M nonprofits • Source year 2024

-41%

Higher net margin than 10% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2022

-0.6%

Faster asset growth than 30% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

-71%

Faster revenue growth than 3% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet

Liabilities / Assets19th percentile

Assets

Down

$19,339,027

Down $221,327 (-1.1%) from 2022

Liabilities

Flat

Flat from 2022

Net Assets

Down

$19,339,027

Down $221,327 (-1.1%) from 2022

Operations

Liabilities / Revenue18th percentile Net Margin10th percentile

Revenue

Down

$777,315

Down $8,574,898 (-92%) from 2022

Expenses

$1,093,905

Up $811,958 (+288%) from 2022

Net Income

Down

-$316,590

Down $9,386,856 (-103%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2024

Assets$19,339,027

Liabilities$0

Net Assets$19,339,027

Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2024

Revenue$777,315

Expenses$1,093,905

Net Income-$316,590

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing

Assets: $19,339,027
Liabilities: $0
Net assets: $19,339,027
Revenue: $777,315
Expenses: $1,093,905
Net income: -$316,590

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$19.3	$0.00	$19.3	$0.78	$1.09	$0.32
2022Detailed filing. Detailed filing data is available for this year.	$19.6	$0.00	$19.6	$9.35	$0.28	$9.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.92	$0.00	$9.92	$10.2	$0.25	$9.94

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Nov 13, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay62nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LESLIE ANN BOGLE MCKENZIE	President	-	$0	-	-
JAMES M MCKENZIE	Treasurer	-	$0	-	-
MARSHALL D MCKENZIE	Director	-	$0	-	-
SAMUEL P MCKENZIE	Director	-	$0	-	-
LARISSA MCKENZIE	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Bozie Foundation
EIN: 86-2538799
Phone: 4799033925
Address: 2201 NW VASSAR CT, BENTONVILLE, AR 72712

Signing Officer

Name: Leslie Ann Bogle Mckenzie
Title: President
Signed: 2023-11-13
Discuss with paid preparer: Yes

Preparer

Firm: Peritum LLC
Address: 5519 Hackett Rd Ste 300, Springdale, AR 72762
Preparer: Steven H Bertram
Phone: 4794432705

Raw XML Appendix362 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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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2201 NW VASSAR CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BENTONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	AR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	72712
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	AR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	LESLIE ANN BOGLE MCKENZIE
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4799033925
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	40000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	EDUCATION/ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	ARTS-MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SINGLE PARENT SCHOLARSHIP FUND OF NWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	SYMPHONY OF NORTHWEST ARKANSAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	CRYSTAL BRIDGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	UNIVERSITY OF ARKANSAS FOR MEDICAL SCIEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	WALTON ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	CHI OMEGA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2601 SW D STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3395 PLAYERS CLUB PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 1243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	600 MUSEUM WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	4301 W MARKHAM ST 716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	PO BOX 3547
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BENTONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	FAYETTEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	BENTONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	FAYETTEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	72712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	38125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	72702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	72712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	72205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	72701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	115000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	27806
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	103707
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	493250
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	131513
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	465444
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	103707
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	BOGLE FAMILY FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	ROBERT L BOGLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	22 WIMBLEDON WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	22 W WIMBLEDON WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	ROGERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	ROGERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	AR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	AR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	72758
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	72758
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	2716244
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	6818830
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	2
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	6818830
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	47,720 SHARES WALMART COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2022-12-14
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	141600
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	PREPAID EXCISE TAX
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	8
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	20311
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	INVESTMENT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	2031
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	8
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	18280
TaxesSchedule/TaxesDetail/Amt	0	144821
TaxesSchedule/TaxesDetail/Amt	1	1807
TaxesSchedule/TaxesDetail/CategoryTxt	0	2021 EXCISE TAXES PAID IN 2022
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX PAID 1099
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	14482
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	130339
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1807
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LESLIE ANN BOGLE MCKENZIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BOZIE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BOZI
ReturnHeader/Filer/EIN	0	862538799
ReturnHeader/Filer/PhoneNum	0	4799033925
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2201 NW VASSAR CT
ReturnHeader/Filer/USAddress/CityNm	0	BENTONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AR
ReturnHeader/Filer/USAddress/ZIPCd	0	72712
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	843845802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Peritum LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5519 Hackett Rd Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Springdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	72762
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4794432705
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STEVEN H BERTRAM
ReturnHeader/ReturnTs	0	2023-11-13T13:46:31-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	LESLIE ANN BOGLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	MCKENZIE
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

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