Nonprofit · EIN 43-1831303
SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC
Tax-exempt · INDEPENDENCE, MO 64050
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $610,744 | $513,804 | $96,940 | $5,422,556 | $88,372 | $5,334,184 |
| June 30, 2024 | 990 | $541,529 | $458,700 | $82,829 | $5,147,997 | $93,119 | $5,054,878 |
| June 30, 2023 | 990 | $623,565 | $579,007 | $44,558 | $4,706,319 | $139,823 | $4,566,496 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $268,894
- Program service revenue
- $0
- Investment income
- $325,834
- Net gain from sales of assets
- $117,893
- Net income from fundraising events
- $16,016
- Other revenue
- $16,016
Expenses
- Grants and similar amounts paid
- $423,264
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $120
- Travel
- $1,469
- Depreciation
- $624
- Program services (functional)
- $444,949
- Management and general (functional)
- $62,986
- Fundraising (functional)
- $5,869
Balance sheet and other
- Total assets, start of year
- $5,147,997
- Total assets, end of year
- $5,422,556
- Total liabilities, end of year
- $88,372
- Net assets, end of year
- $5,334,184
- Publicly traded securities
- $5,302,084
- Net assets without donor restrictions
- $2,814,996
- Net assets with donor restrictions
- $2,519,188
- Gross receipts
- $1,516,447
- Employees
- 0
- Volunteers
- 383
- Year formed
- 1992
- 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 |
|---|---|---|---|---|---|
| BRIANNA BOLGER | EXECUTIVE DI Officer | 40 | $0 | $65,489 | $18,985 |
| GREG GILLIAM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BRANDI PRUENTE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| LYNNE BAKER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DR DALE HERL | DIR. SUPERIN Trustee or director | 2 | $0 | $0 | $0 |
| ANN FRANKLIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| COLIN MCCLAIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JIM SCHULTZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DR RANDY MAGLINGER | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DENISE FEARS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BARBARA ALLINDER | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LORI ROSS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIANNA BOLGER | EXECUTIVE DI Officer | 40 | $0 | $61,973 | $16,847 |
| CHUCK DONALDSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CARRIE DIXON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BARBARA ALLINDER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GREG FINKE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JANET GIBBS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CATHY POLLARD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DR DALE HERL | DIR. SUPERIN Trustee or director | 2 | $0 | $0 | $0 |
| ANN FRANKLIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| COLIN MCCLAIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DR RANDY MAGLINGER | SECRETARY/TR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LORI ROSS | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JIM SCHULTZ | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIANNA BOLGER | EXECUTIVE DI Officer | 40 | $0 | $61,973 | $15,644 |
| CHUCK DONALDSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CARRIE DIXON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BARBARA ALLINDER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GREG FINKE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JANET GIBBS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| LORI ROSS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BOB BUCKLEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CATHY POLLARD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DR DALE HERL | DIR. SUPERIN Trustee or director | 2 | $0 | $0 | $0 |
| ANN FRANKLIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| COLIN MCCLAIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DR RANDY MAGLINGER | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JIM SCHULTZ | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 N FOREST AVE, INDEPENDENCE, MO 64050-2696
- In care of
- % LORI WORTH-SMITH
- Principal officer (990 for 2024)
- LORI ROSS, 201 N FOREST AVE, INDEPENDENCE, MO 64050
- Signed the 990
- LORI ROSS, PRESIDENT
- Phone
- (816) 521-5300
- Website
- WWW.OURISDF.ORG
- Return prepared by
- WESTBROOK & CO PC
Mission
TO STRENGTHEN THE SCHOOLS AND COMMUNITY BY EXPANDING EDUCATIONAL OPPORTUNITIES AND COMMUNITY ENGAGEMENT, ENHANCING LEARNING ENVIRONMENTS, AND PROVIDING NEED-BASED FUNDING AND SERVICES FOR OUR STUDENTS AND FAMILIES.
Program accomplishments
- SCHOLARSHIP ADMINISTRATION - ADMINISTERED APPROXIMATELY 100 SCHOLARSHIP FUNDS. AWARDED OVER 118 SCHOLARSHIPS RANGING FROM 100 TO 5,000 TO INDEPENDENCE SCHOOL DISTRICT STUDENTS OUT OF OVER 80 SCHOLARSHIP FUNDS. AWARDED OVER 504 DUAL CREDIT SCHOLARSHIPS (HIGH SCHOOL AND COLLEGE CREDIT) TO INDEPENDENCE SCHOOL DISTRICT STUDENTS.Expenses $266,199 · grants $262,249
- DISTRICT SUPPORT - PROVIDED GRANTS AND PAYMENTS TO THE INDEPENDENCE SCHOOL DISTRICT FOR PROGRAM SUPPORT INCLUDING NEW TEACHER GRANTS, CLASSROOM GRANTS, PROGRAM SUPPLIES AND ASSISTANCE TO INDIVIDUALS.Expenses $149,937 · grants $123,718
- COMMUNITY OUTREACH - PROVIDED ASSISTANCE TO OVER 880 STUDENTS AND FAMILIES IN NEED INCLUDING ASSISTANCE WITH UTILITIES, TRANSPORTATION, EYEGLASSES, HOUSEHOLD AND PERSONAL CARE ITEMS,FOOD, DOCUMENT ASSISTANCE, AND HOLIDAY GIFT CARDS.Expenses $28,813 · grants $28,813
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
- 43-1831303
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,422,556
- Income (IRS master file)
- $1,516,447
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $610,744 | $513,804 | $5,422,556 | IRS |
| 990 | June 2024 | $541,529 | $458,700 | $5,147,997 | XML |
| 990 | June 2023 | $623,565 | $579,007 | $4,706,319 | XML |
| 990 | June 2022 | $630,563 | $401,222 | $4,285,264 | 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 43-1831303).
Questions about SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC
- What is the EIN of SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC?
- The employer identification number (EIN) of SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC is 43-1831303.
- Is SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION 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 SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION 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 SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION 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 SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names LORI ROSS.
- Who are the officers and directors of SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does SCHOOL DISTRICT OF INDEPENDENCE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $610,744, expenses of $513,804 and total assets of $5,422,556 at year end.
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