Nonprofit · EIN 23-7290968
COMMUNITY FOUNDATION OF THE OZARKS INC
Tax-exempt · SPRINGFIELD, MO 65806
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $57,399,016 | $35,217,535 | $22,181,481 | $539,656,026 | $129,122,816 | $410,533,210 |
| June 30, 2024 | 990 | $57,707,211 | $31,791,926 | $25,915,285 | $479,855,535 | $116,626,885 | $363,228,650 |
| June 30, 2023 | 990 | $58,312,030 | $29,798,439 | $28,513,591 | $426,714,383 | $107,866,476 | $318,847,907 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $42,030,317
- Program service revenue
- $1,341,019
- Investment income
- $13,683,551
- Net rental income
- $345,325
- Net gain from sales of assets
- $4,565,648
- Other revenue
- $344,129
Expenses
- Grants and similar amounts paid
- $26,857,810
- Compensation of officers, directors and key employees
- $490,114
- Other salaries and wages
- $1,896,450
- Salaries, compensation and benefits (total)
- $2,968,072
- Professional fundraising fees
- $0
- Legal fees
- $22,062
- Accounting fees
- $88,915
- Occupancy
- $186,582
- Travel
- $36,946
- Depreciation
- $256,104
- Program services (functional)
- $31,439,219
- Management and general (functional)
- $2,824,652
- Fundraising (functional)
- $953,664
Balance sheet and other
- Total assets, start of year
- $479,855,535
- Total assets, end of year
- $539,656,026
- Total liabilities, end of year
- $129,122,816
- Net assets, end of year
- $410,533,210
- Land, buildings and equipment
- $10,825,454
- Publicly traded securities
- $378,914,815
- Net assets without donor restrictions
- $38,294,059
- Net assets with donor restrictions
- $372,239,151
- Gross unrelated business income
- -$1,196
- Gross receipts
- $122,116,011
- Employees
- 47
- Volunteers
- 754
- Year formed
- 1973
- 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 | Other / benefits |
|---|---|---|---|---|
| WINTER KINNE | PRESIDENT & CEO Officer | 47 | $240,480 | $36,886 |
| LUIS LEON | EVP & CHIEF FINANCIAL OFFICER Officer | 48 | $173,943 | $17,423 |
| ALICE WINGO | VICE PRESIDENT OF AFFILIATES END 05/25 Highest-paid employee | 50 | $111,243 | $20,116 |
| BRIDGET DIERKS | VICE PRESIDENT OF PROGRAMS END 12/24 Highest-paid employee | 50 | $109,120 | $18,521 |
| ANNE MCGREGOR | DIRECTOR/CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GAIL SMART | DIRECTOR/SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ROY HARDY JR | DIRECTOR/VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SARAH HONEYCUTT | DIRECTOR/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ANGELA SWAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRAD ERWIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEAN THOMPSON | DIRECTOR/CHAIR EMERITUS Trustee or director | 2 | $0 | $0 |
| DOUG NICKELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EMILY KEMBELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GARY GARWITZ | DIRECTOR/AUDIT/OPERATIONS CHAIR Trustee or director | 2 | $0 | $0 |
| GREG HOFFMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLIE ELLIOTT | DIRECTOR Trustee or director | 2 | $0 |
| JIMMY LILES | DIRECTOR/AT-LARGE Trustee or director | 2 | $0 |
| KARI CREIGHTON | DIRECTOR/IAB REPRESENTATIVE Trustee or director | 2 | $0 |
| KRISTI MONTAGUE | DIRECTOR Trustee or director | 2 | $0 |
| LAURIE EDMONDSON | DIRECTOR Trustee or director | 2 | $0 |
| LYNNE MEYERKORD | DIRECTOR Trustee or director | 2 | $0 |
| MARGO SPILDE | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL GARRETT | DIRECTOR Trustee or director | 2 | $0 |
| RICHARD CAVENDER | DIRECTOR Trustee or director | 2 | $0 |
| STAN IRWIN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN FOGLE | PRESIDENT & CEO END 02/24 Officer | 47 | $234,049 | $37,216 |
| LUIS LEON | CHIEF FINANCIAL OFFICER & EVP Officer | 48 | $138,974 | $18,498 |
| WINTER KINNE | PRESIDENT & CEO BEG 11/23 Officer | 47 | $106,694 | $18,590 |
| ALICE WINGO | VICE PRESIDENT OF AFFILIATES Highest-paid employee | 50 | $104,956 | $17,914 |
| ANNE MCGREGOR | DIRECTOR/VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DEAN THOMPSON | DIRECTOR/CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GAIL SMART | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROY HARDY JR | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRYAN VOWELS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEBRA SHANTZ-HART | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DOUG NICKELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EMILY KEMBELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GARY GARWITZ | DIRECTOR/AUDIT/OPERATIONS CHAIR Trustee or director | 2 | $0 | $0 |
| GREG HOFFMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JIMMY LILES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KARI CREIGHTON | DIRECTOR/IAB REPRESENTATIVE Trustee or director | 1 | $0 | $0 |
| KRISTI MONTAGUE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURIE EDMONDSON | DIRECTOR/CHAIR EMERITUS Trustee or director | 1 | $0 | $0 |
| LYNNE MEYERKORD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MEGAN MORRIS STACK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL GARRETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICHARD CAVENDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RON KRAETLLI | DIRECTOR/AT-LARGE Trustee or director | 1 | $0 | $0 |
| SARAH HONEYCUTT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STAN IRWIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN FOGLE | PRESIDENT & CEO Officer | 48 | $209,833 | $34,836 |
| LUIS LEON | CHIEF FINANCIAL OFFICER Officer | 50 | $138,920 | $17,432 |
| LOUISE KNAUER | CHIEF OPERATING OFFICER Officer | 50 | $111,188 | $24,418 |
| ALICE WINGO | VICE PRESIDENT OF AFFILIATES Highest-paid employee | 50 | $102,259 | $26,143 |
| ROBIN MORGAN | CHAIR-EMERITUS Trustee or director | 1 | $0 | $0 |
| LAURIE EDMONDSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DEAN THOMPSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANNE MCGREGOR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RHONDA CHRISTOPHER | BOARD OF DIRECTORS Trustee or director | 1 | $0 | $0 |
| KARI CREIGHTON | IAB REPRESENTATIVE Trustee or director | 1 | $0 | $0 |
| RON KRAETLLI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD CAVENDER | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| MICHAEL GARRETT | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| ROY HARDY JR | AT LARGE Trustee or director | 2 | $0 | $0 |
| STAN IRWIN | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| JIMMY LILES | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| KRISTI MONTAGUE | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| MEGAN MORRIS STACK | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| DEBRA SHANTZHART | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| MARVIN SILLIMAN | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| GAIL SMART | AT LARGE Trustee or director | 2 | $0 | $0 |
| BRYAN VOWELS | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| EMILY KEMBELL | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| DOUG NICKELL | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
| LYNNE MEYERKORD | BOARD OF DIRECTORS Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 S JEFFERSON AVE STE 400, SPRINGFIELD, MO 65806-2215
- In care of
- % SUSANNE GRAY
- 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 COMMUNITY FOUNDATION OF THE OZARKS MISSION IS TO ENHANCE THE QUALITY OF LIFE THROUGH RESOURCE DEVELOPMENT, COMMUNITY GRANTMAKING, COLLABORATION, AND PUBLIC LEADERSHIP.
Program accomplishments
- THE COMMUNITY FOUNDATION RECEIVES, DISTRIBUTES, AND ADMINISTERS COMPONENT FUNDS FOR CHARITABLE AND PUBLIC PURPOSES FOR THE SPRINGFIELD METROPOLITAN SERVICE AREAS (MSA) AND ITS AFFILIATE COMMUNITY FOUNDATIONS SERVING THE OZARKS AND SOUTHERN MISSOURI. THROUGH COMPETITIVE AND TARGETED FUNDING INITIATIVES AND RESOURCES, CFO INVESTS IN PROJECTS ADDRESSING ISSUES SUCH AS EDUCATION, HEALTH, ECONOMIC DEVELOPMENT, AND ENVIRONMENTAL SUSTAINABILITY.Expenses $26,586,347 · grants $22,004,938 · revenue $1,341,019
- THE COMMUNITY FOUNDATION OF THE OZARKS, IN PARTNERSHIP WITH LOCAL BANKS, MANAGES THE GRANTMAKING FOR VARIOUS FOUNDATIONS. THESE DOLLARS, DESIGNATED FOR THE SPRINGFIELD MSA AND AFFILIATE SERVICE AREAS, SUPPORT AGENCIES PROVIDING EDUCATION AND SERVING CHILDREN, LOW-INCOME FAMILIES, AND THE UNSHELTERED. IN ADDITION, OTHER UNRESTRICTED DOLLARS BOLSTER THE FOUNDATION'S DISCRETIONARY GRANTMAKING PROGRAMS, HAVING SIGNIFICANT IMPACT PARTICULARLY IN RURAL COMMUNITIES, SERVED THROUGH CFO'S NETWORK OF FIFTY-FIVE AFFILIATE FOUNDATIONS. THIS YEAR, FUNDING SUPPORTED CAPITAL PROJECTS FOR TRUSTED COMMUNITY PARTNERS, ARTS PROGRAMMING, PROJECTS RELATED TO SUPPORTING MENTAL HEALTH ACCESS FOR CHILDREN IN RURAL COMMUNITIES, CAREER-EXPLORATION PROGRAMS, NURSING AND ALLIED HEALTH SCHOLARSHIP FUNDING, AND MULTI-YEAR PROGRAMMING RELATED TO MENTAL HEALTH (IMPROVING ACCESS AND REDUCING STIGMA).Expenses $3,235,000 · grants $3,235,000
- THE COMMUNITY FOUNDATION OF THE OZARKS PROVIDES SCHOLARSHIPS, DESIGNED TO MEET THE DONORS' INTENT, FOR GRADUATING HIGH SCHOOL STUDENTS AND RETURNING ADULT LEARNERS SEEKING HIGHER EDUCATION BY CONNECTING GENEROUS DONORS WITH STUDENTS SEEKING FINANCIAL AID. APPLICANTS COMPLETE A UNIVERSAL APPLICATION, AND AWARDS ARE DISBURSED DIRECTLY TO THE EDUCATIONAL INSTITUTION FOR THE BENEFIT OF THE STUDENT. THE COMMUNITY FOUNDATION OF THE OZARKS' SCHOLARSHIP PROGRAM IS COMMITTED TO RESPECT FOR ALL PEOPLE AND DOES NOT INTEND TO DENY SERVICE BASED ON RACE, COLOR, SEX, RELIGION, NATIONAL ORIGIN, AGE, ABILITY, SEXUAL ORIENTATION, GENDER IDENTITY OR VETERAN STATUS. CONDITIONS OF SCHOLARSHIP CRITERIA MAY BE SPECIFIC IF THEY DO NOT VIOLATE FEDERAL PUBLIC POLICY AS IT RELATES TO DISCRIMINATION AND IF IT DOES NOT PROVIDE PRIVATE BENEFIT TO THE DONOR OR DONOR'S FAMILY MEMBERS. THE CFO IS COMMITTED TO EQUITY AT EVERY OPPORTUNITY AND CONTINUES TO WORK TO STRENGTHEN COMMUNITIES. CFO AWARDED 883 SCHOLARSHIPS THIS PAST FISCAL YEAR.Expenses $1,617,872 · grants $1,617,872
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
- 23-7290968
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $539,656,026
- Income (IRS master file)
- $122,116,011
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $57,399,016 | $35,217,535 | $539,656,026 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $57,707,211 | $31,791,926 | $479,855,535 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $58,312,030 | $29,798,439 | $426,714,383 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $50,246,457 | $25,420,792 | $374,535,392 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 23-7290968).
Questions about COMMUNITY FOUNDATION OF THE OZARKS INC
- What is the EIN of COMMUNITY FOUNDATION OF THE OZARKS INC?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF THE OZARKS INC is 23-7290968.
- Is COMMUNITY FOUNDATION OF THE OZARKS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to COMMUNITY FOUNDATION OF THE OZARKS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION OF THE OZARKS INC 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 INC 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 INC 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 INC?
- The 990 for the year ended June 30, 2025 names WINTER KINNE.
- Who are the officers and directors of COMMUNITY FOUNDATION OF THE OZARKS INC?
- The 990 for the year ended June 30, 2025 lists 25 people; 4 received compensation from the organization, the highest $240,480 (WINTER KINNE, PRESIDENT & CEO).
- How much revenue does COMMUNITY FOUNDATION OF THE OZARKS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $57,399,016, expenses of $35,217,535 and total assets of $539,656,026 at year end.
Other nonprofits in SPRINGFIELD
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- JEREMIAH 924 FOUNDATION EIN 46-1301779 · last filed 990-PF for 2024
- BASS PRO SHOPS & CABELAS OUTDOOR FUND EIN 83-0691791 · last filed 990 for 2024
- OZARKS TECHNICAL COMMUNITY COLLEGE FOUNDATION EIN 43-1753974 · last filed 990 for 2025
- FORVIS MAZARS FOUNDATION EIN 43-1866948 · last filed 990 for 2025
- BREAST CANCER FOUNDATION OF THE OZARKS EIN 43-1881450 · last filed 990 for 2024
- ROBERT M -BOBBY- ALLISON CHARITABLE TRUST EIN 93-1608911 · last filed 990-PF for 2026
- UNITED WAY OF THE OZARKS EIN 44-0552047 · last filed 990 for 2025
All nonprofits in SPRINGFIELD · Missouri · Philanthropy, voluntarism and grantmaking foundations