2024-10-17T11:14:40+00:00 2023-12-31 440160260 Forvis Mazars LLP PO Box 3667 Little Rock AR 722033667 990 2023-01-01 431629456 White River Valley Electric Trust Inc WHIT 4173359335 PO BOX 969 BRANSON MO 656150969 CHRIS HAMON CEO 4173359335 2024-10-17 true Amber Sherrill P00748683 5013721040 2024-10-17 2023 2024-10-15 13:58:12Z CHRIS HAMON CEO PO BOX 969 BRANSON MO 656150969 432297 false X N/A X 1992 MO TO PROVIDE FINANCIAL ASSISTANCE TO THE NEEDY. 9 9 0 9 0 0 296136 427411 0 0 332 4886 0 0 296468 432297 319041 337233 0 0 0 0 0 0 0 15 4609 319056 341842 -22588 90455 299067 389522 0 0 299067 389522 TO PROVIDE FINANCIAL ASSISTANCE TO THE NEEDY. false false 337233 337233 0 TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS IN NEED AND TO ORGANIZATIONS WHICH PROVIDE ASSISTANCE TO THE NEEDY. 337233 true true false false false false false false false false false false false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 9 9 false false false false true true true true false false false true false false false false false false X TIM SHAFER 4173359335 PO BOX 969 BRANSON MO 656150969 X CHIP ARNETTE PRESIDENT 2.0 0.0 X X 0 0 0 JO STEHLE SECRETARY 2.0 0.0 X X 0 0 0 RHONDA J SUTER TREASURER 2.0 0.0 X X 0 0 0 STEVE HOLLAND VICE PRESIDENT 2.0 0.0 X X 0 0 0 ANNE COLEMAN DIRECTOR 2.0 0.0 X 0 0 0 CYNTHIA GLENN MEMBER 2.0 0.0 X 0 0 0 EDDIE GOINS MEMBER 2.0 0.0 X 0 0 0 JANA S HESTERLEE DIRECTOR 2.0 0.0 X 0 0 0 JERRY D JENKINS DIRECTOR 2.0 0.0 X 0 0 0 0 0 0 0 false false false 0 427411 427411 0 0 0 0 0 4886 4886 0 0 0 0 0 0 0 0 0 432297 0 0 4886 202215 202215 135018 135018 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Miscellaneous Expense 4231 4231 Bank Service Charges 378 378 0 0 0 0 341842 337233 4609 0 0 0 287067 384817 0 0 12000 4705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 299067 389522 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 299067 389522 299067 389522 299067 389522 90455 0 X false false false X 236675 285599 283532 296136 427411 1529353 0 0 0 0 236675 285599 283532 296136 427411 1529353 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1529353 527 554 854 332 4886 7153 0 527 554 854 332 4886 7153 0 0 142 0 0 142 0 0 0 0 0 0 237202 286153 284528 296468 432297 1536648 0.9953 0.9978 0 0.0021 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true Reeds Spring School District 20281 MO412 Reeds Spring MO 65737 115 12993 0 N/A N/A Community Enhancement Spokane Schools 1123 Spokane Rd Spokane MO 65754 115 10091 0 N/A N/A Education CAM 2400 State Highway Branson MO 65616 431355905 501(C)(3) 17166 0 N/A N/A Purchase of Food for food insecure THE CENTER 516 County Road 800 Gainesville MO 65655 10000 0 N/A N/A Community Enhancement Gainesville Schools 422 Bulldog Dr Gainesville MO 65655 115 8231 0 N/A N/A Education Least of These 1720 James River Road Ozark MO 65721 431867039 501(C)(3) 7183 0 N/A N/A Purchase of Food for food insecure Ozark Schools PO Box 166 Ozark MO 65721 115 6974 0 N/A N/A Education Ozark County Food Pantry PO Box 180 Gainesville MO 65655 431855970 509(A)(1) 6688 0 N/A N/A Purchase of Food for food insecure Bradleyville Schools 16474 N STATE HWY 125 Bradleyville MO 65614 115 6252 0 N/A N/A Education Lutie Schools 5802 US Hwy 160 Theodosia MO 65761 115 6238 0 N/A N/A Education Ava Heart of the Hills PO Box 493 Ava MO 65608 431680485 501(C)(3) 6100 0 N/A N/A Purchase of Food for food insecure Bradleyville Booster Club PO Box 103 Bradleyville MO 65614 934178729 501(C)(3) 5000 0 N/A N/A Community Enhancement YIPOA 317 Meadowlark Rd Ozark MO 65721 475296207 501(C)(3) 5000 0 N/A N/A Community Enhancement Historic River District Inc PO Box 1448 Ozark MO 65721 823987983 501(C)(3) 5000 0 N/A N/A Community Enhancement DOCO Inc Sheltered Workshop PO Box 638 Ava MO 65608 5000 0 N/A N/A Community Enhancement 13 2 ASSISTANCE & SCHOLARSHIPS TO VARIOUS INDIVIDUALS 380 135018 0 N/A N/A Schedule I, Part III, Column (b) Estimated Number Of Recipients ASSISTANCE & SCHOLARSHIPS TO VARIOUS INDIVIDUALS : N/A Schedule I, Part I, Line 1 SUPPLEMETNAL INFORMATION: HIGH SCHOOL SCHOLARSHIP APPLICANTS SUBMIT APPLICATIONS TO THEIR HIGH SCHOOL COUNSELORS. THE COUNSELORS THEN FORWARD THE APPLICATIONS ON TO THE TRUST AND THE BOARD OF THE TRUST SELECTS THE RECIPIENTS BASED ON NEED. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. SCHOLARSHIPS PAID TO INDIVIDUALS ARE DISTRIBUTED DIRECTLY TO THE COLLEGE OR UNIVERSITY ATTENDED BY THE STUDENT AFTER ENROLLMENT. NO FURTHER MONITORING IS REQUIRED BY WHITE RIVER VALLEY ELECTRIC TRUST ("WHITE RIVER"). ALL AMOUNTS PAID TO ORGANIZATIONS ARE BELOW REPORTING THRESHOLDS FOR SCHEDULE I. WHITE RIVER PROVIDES ASSISTANCE TO SCHOOLS WITHIN THEIR SERVICE AREA TO ASSIST WITH CLASSROOM EXPENSES NOT COVERED BY THE SCHOOL DISTRICT. THEY ALSO PROVIDE ASSISTANCE TO LOCAL COMMUNITY SERVICE ORGANIZATIONS, SUCH AS FOOD PANTRIES, SENIOR CENTERS, ETC. THE ORGANIZATIONS ARE CAREFULLY SELECTED BY WHITE RIVER BASED ON THEIR ABILITY TO FULFILL THE PROVISION OF FINANCIAL ASSISTANCE TO THOSE IN NEED. AMOUNTS PAID ARE EARMARKED FOR SPECIFIC PURPOSES AND BASED ON PAST EXPERIENCES AND CONTINUED INVOLVEMENT WITH THE ORGANIZATIONS SELECTED WITHIN THEIR SERVICE AREA. WHITE RIVER OBSERVES THE FUNDS ARE USED FOR THE PURPOSE PRESCRIBED. Form 990, Part VI, Line 6 Classes of members or stockholders PER ARTICLE VI OF THE ORGANIZATION'S BYLAWS, THE TRUST'S INITIAL BOARD MEMBERS SHALL ALSO BE BOARD MEMBERS OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC. THEREAFTER, THE WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC BOARD OF DIRECTORS HAS THE AUTHORITY TO NAME MEMBERS OF THE TRUST.EXISTING MEMBERS OF THE TRUST'S BOARD MAY MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC. PER ARTICLE XX OF THE ORGANIZATION'S BYLAWS, THE GENERAL MANAGER AND CEO OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE, INC., AS EX OFFICIO MEMBER, CAN MAKE A MOTION TO ALTER, AMEND, OR REPEAL BYLAWS. PER ARTICLE XXI OF THE ORGANIZATION'S BYLAWS, THE BOARD OF DIRECTORS OF THE TRUST SHALL MAINTAIN A COMPLETE ACCOUNTING SYSTEM AND MAKE REPORTS TO THE BOARD OF DIRECTORS OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC ON THE OPERATIONS OF THE TRUST. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body PER ARTICLE VI OF THE ORGANIZATION'S BYLAWS, THE TRUST'S INITIAL BOARD MEMBERS SHALL ALSO BE BOARD MEMBERS OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC. THEREAFTER, THE WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC BOARD OF DIRECTORS HAS THE AUTHORITY TO NAME MEMBERS OF THE TRUST.EXISTING MEMBERS OF THE TRUST'S BOARD MAY MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC. PER ARTICLE XX OF THE ORGANIZATION'S BYLAWS, THE GENERAL MANAGER AND CEO OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE, INC., AS EX OFFICIO MEMBER, CAN MAKE A MOTION TO ALTER, AMEND, OR REPEAL BYLAWS. PER ARTICLE XXI OF THE ORGANIZATION'S BYLAWS, THE BOARD OF DIRECTORS OF THE TRUST SHALL MAINTAIN A COMPLETE ACCOUNTING SYSTEM AND MAKE REPORTS TO THE BOARD OF DIRECTORS OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC ON THE OPERATIONS OF THE TRUST. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders PER ARTICLE VI OF THE ORGANIZATION'S BYLAWS, THE TRUST'S INITIAL BOARD MEMBERS SHALL ALSO BE BOARD MEMBERS OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC. THEREAFTER, THE WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC BOARD OF DIRECTORS HAS THE AUTHORITY TO NAME MEMBERS OF THE TRUST.EXISTING MEMBERS OF THE TRUST'S BOARD MAY MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC. PER ARTICLE XX OF THE ORGANIZATION'S BYLAWS, THE GENERAL MANAGER AND CEO OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE, INC., AS EX OFFICIO MEMBER, CAN MAKE A MOTION TO ALTER, AMEND, OR REPEAL BYLAWS. PER ARTICLE XXI OF THE ORGANIZATION'S BYLAWS, THE BOARD OF DIRECTORS OF THE TRUST SHALL MAINTAIN A COMPLETE ACCOUNTING SYSTEM AND MAKE REPORTS TO THE BOARD OF DIRECTORS OF WHITE RIVER VALLEY ELECTRIC COOPERATIVE INC ON THE OPERATIONS OF THE TRUST. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. THE ORGANIZATION REVIEWS AND APPROVES THE 990 WITH THE INDEPENDENT ACCOUNTANT. AFTER THIS PROCESS IS COMPLETE, A COPY OF THE FORM IS DISTRIBUTED TO ALL DIRECTORS PRIOR TO FILING. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. WHITE RIVER VALLEY ELECTRIC SERVICE CO PO BOX 969 BRANSON MO 65616 431428921 SERVICE SALES MO NA C Corporation false ROARK WATER & SEWER INC PO BOX 969 BRANSON MO 65616 431666278 WATER & SEWER MO NA C Corporation false WHITE RIVER ENVIRONMENTAL SERVICES LLC PO BOX 969 BRANSON MO 65616 431897088 CONSULTING MO NA C Corporation false WHITE RIVER TECHNOLOGIES LLC PO BOX 969 BRANSON MO 65616 731791421 TELECOMMUNICATIONS MO NA C Corporation false WHITE RIVER VALLEY ELECTRIC COOPERATIVE PO BOX 969 BRANSON MO 65616 440488595 RETAIL ELECTRICITY MO NA C Corporation false false false false false false false false false false false false false false false false false false false false