Nonprofit · EIN 71-6225763
COMMUNITY FOUNDATION OF THE OZARKS STOCK TR
Tax-exempt · SPRINGFIELD, MO 65806
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $237,321 | $95,435 | $141,886 | $1,519,372 | $0 | $1,519,372 |
| June 30, 2024 | 990 | $203,994 | $208,081 | -$4,087 | $1,377,486 | $0 | $1,377,486 |
| June 30, 2023 | 990 | $1,525,010 | $1,506,118 | $18,892 | $1,381,573 | $0 | $1,381,573 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $203,890
- Program service revenue
- $0
- Investment income
- $33,431
- Net gain from sales of assets
- -$1,514
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $79,274
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $79,274
- Management and general (functional)
- $16,161
Balance sheet and other
- Total assets, start of year
- $1,377,486
- Total assets, end of year
- $1,519,372
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,519,372
- Publicly traded securities
- $123,102
- Net assets with donor restrictions
- $1,519,372
- Gross receipts
- $318,109
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WINTER KINNE | DIRECTOR/PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $240,480 | $36,886 |
| LUIS LEON | EVP & CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $173,943 | $17,423 |
| ANNE MCGREGOR | DIRECTOR/CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GAIL SMART | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROY HARDY | DIRECTOR/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SARAH HONEYCUTT | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN FOGLE | DIRECTOR/PRESIDENT & CEO END 02/24 Trustee or director, Officer | 1 | $0 | $234,049 | $37,216 |
| LUIS LEON | CHIEF FINANCIAL OFFICER & EVP Officer | 1 | $0 | $138,974 | $18,498 |
| WINTER KINNE | DIRECTOR/PRESIDENT & CEO BEG 11/23 Trustee or director, Officer | 1 | $0 | $106,694 | $18,590 |
| ANNE MCGREGOR | DIRECTOR/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEAN THOMPSON | DIRECTOR/CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GAIL SMART | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROY HARDY | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN FOGLE | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $209,833 | $34,836 |
| LAURIE EDMONDSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEAN THOMPSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RON KRAETTI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNE MCGREGOR | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 S JEFFERSON AVE STE 400, SPRINGFIELD, MO 65806-2215
- In care of
- % COMMUNITY FDN OF THE OZARKS INC
- Principal officer (990 for 2024)
- WINTER KINNE, 300 S JEFFERSON AVENUE 400, SPRINGFIELD, MO 65806
- Signed the 990
- WINTER KINNE, PRESIDENT/CEO
- Phone
- (417) 864-6199
- Website
- WWW.CFOZARKS.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
THE FOUNDATION RECEIVES, MANAGES, AND DISTRIBUTES NON-FINANCIAL DONATIONS FOR THE COMMUNITY FOUNDATION OF THE OZARKS, INC.
Program accomplishments
- IN FEBRUARY 2006, THE COMMUNITY FOUNDATION OF THE OZARKS STOCK TRUST (STOCK TRUST), A TYPE 1 SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION OF THE OZARKS, WAS ESTABLISHED TO ACCEPT NON-FINANCIAL GIFTS. NET PROCEEDS OF CONTRIBUTED ASSETS ARE TRANSFERRED TO THE COMMUNITY FOUNDATION OF THE OZARKS TO SUPPORT ITS MISSION TO ENHANCE THE QUALITY OF LIFE THROUGH RESOURCE DEVELOPMENT, COMMUNITY GRANTMAKING, COLLABORATION, AND PUBLIC LEADERSHIP.Expenses $79,274 · grants $79,274
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 71-6225763
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S11)
- Assets (IRS master file)
- $1,519,372
- Income (IRS master file)
- $318,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $237,321 | $95,435 | $1,519,372 | IRS |
| 990 | June 2024 | $203,994 | $208,081 | $1,377,486 | XML |
| 990 | June 2023 | $1,525,010 | $1,506,118 | $1,381,573 | XML |
| 990 | June 2022 | $1,051,597 | $1,017,614 | $1,362,680 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 71-6225763).
Questions about COMMUNITY FOUNDATION OF THE OZARKS STOCK TR
- What is the EIN of COMMUNITY FOUNDATION OF THE OZARKS STOCK TR?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF THE OZARKS STOCK TR is 71-6225763.
- Is COMMUNITY FOUNDATION OF THE OZARKS STOCK TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to COMMUNITY FOUNDATION OF THE OZARKS STOCK TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does COMMUNITY FOUNDATION OF THE OZARKS STOCK TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY FOUNDATION OF THE OZARKS STOCK TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION OF THE OZARKS STOCK TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMMUNITY FOUNDATION OF THE OZARKS STOCK TR?
- The 990 for the year ended June 30, 2025 names WINTER KINNE.
- Who are the officers and directors of COMMUNITY FOUNDATION OF THE OZARKS STOCK TR?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does COMMUNITY FOUNDATION OF THE OZARKS STOCK TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $237,321, expenses of $95,435 and total assets of $1,519,372 at year end.
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- MISSOURE CYBERSECURITY CENTER OF EXCELLENCE - MCCOE EIN 83-2010486 · last filed 990 for 2025
- ADVANCED PRACTICE NURSES OF THE OZARKS EIN 43-1811950 · last filed 990 for 2025
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All nonprofits in SPRINGFIELD · Missouri · Community improvement and capacity building