Nonprofit · EIN 47-6322653
OZARK SCHOOLS BENEFITS ASSOCIATION
Tax-exempt · BOLIVAR, MO 65613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $123,882,108 | $130,147,417 | -$6,265,309 | $25,908,677 | $14,878,748 | $11,029,929 |
| June 30, 2024 | 990 | $84,041,689 | $75,842,138 | $8,199,551 | $33,368,946 | $9,651,230 | $23,717,716 |
| June 30, 2023 | 990 | $80,854,208 | $67,179,333 | $13,674,875 | $27,905,760 | $8,081,786 | $19,823,974 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $30,000
- Membership dues
- $30,000
- Program service revenue
- $122,398,941
- Investment income
- $1,453,167
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $115,414,722
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $15,249
- Accounting fees
- $48,915
Balance sheet and other
- Total assets, start of year
- $33,368,946
- Total assets, end of year
- $25,908,677
- Total liabilities, end of year
- $14,878,748
- Net assets, end of year
- $11,029,929
- Net assets without donor restrictions
- $11,029,929
- Gross receipts
- $123,882,108
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2014
- 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 |
|---|---|---|---|---|---|
| TIM RYAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $211,709 | $44,591 |
| Paul Taylor | MEMBER Trustee or director | 1 | $0 | $175,700 | $35,816 |
| MARK DRAKE | MEMBER AT LARGE Trustee or director | 1 | $0 | $176,449 | $19,738 |
| Aaron Knipmeyer | MEMBER Trustee or director | 1 | $0 | $145,443 | $29,522 |
| MATT DAVIS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $139,232 | $29,339 |
| DANNY HUMBLE | MEMBER Trustee or director | 1 | $0 | $136,750 | $30,475 |
| DEREK LARK | Secretary Trustee or director, Officer | 1 | $0 | $138,320 | $27,940 |
| RICHARD SULLIVAN | MEMBER Trustee or director | 1 | $0 | $132,088 | $30,260 |
| MATT UNGER | MEMBER Trustee or director | 1 | $0 | $133,345 | $28,633 |
| BRAD ROSS | MEMBER Trustee or director | 1 | $0 | $127,620 | $18,410 |
| TAMMY ERWIN | MEMBER AT LARGE Trustee or director | 1 | $0 | $120,869 | $24,920 |
| JOSHUA PHILLIPS | TREASURER Trustee or director, Officer | 1 | $0 | $111,907 | $22,575 |
| MATT ASHER | MEMBER Trustee or director | 1 | $0 | $128,840 | $4,220 |
| ASHLEY GROEPPER | MEMBER Trustee or director | 1 | $0 | $102,750 | $24,170 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIM RYAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $193,239 | $40,971 |
| MARK DRAKE | MEMBER Trustee or director | 1 | $0 | $166,449 | $42,968 |
| DANNY HUMBLE | MEMBER Trustee or director | 1 | $0 | $146,680 | $28,889 |
| DEREK LARK | MEMBER Trustee or director | 1 | $0 | $128,509 | $26,635 |
| MATT UNGER | MEMBER Trustee or director | 1 | $0 | $125,075 | $24,493 |
| MATT DAVIS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $138,989 | $6,160 |
| DANNY DEWITT | SECRETARY Trustee or director, Officer | 1 | $0 | $136,964 | $6,599 |
| TAMMY ERWIN | MEMBER Trustee or director | 1 | $0 | $117,363 | $23,406 |
| RICHARD SULLIVAN | MEMBER Trustee or director | 1 | $0 | $104,859 | $24,418 |
| ASHLEY GROEPPER | MEMBER Trustee or director | 1 | $0 | $100,491 | $23,690 |
| JOSHUA PHILLIPS | TREASURER Trustee or director, Officer | 1 | $0 | $114,000 | $6,000 |
| MATT ASHER | MEMBER Trustee or director | 1 | $0 | $114,956 | $4,220 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIM RYAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $191,470 | $38,352 |
| RICHARD ASBILL | MEMBER END 12/22 Trustee or director | 1 | $0 | $177,854 | $11,911 |
| MARK DRAKE | MEMBER Trustee or director | 1 | $0 | $150,725 | $34,476 |
| DANNY DEWITT | SECRETARY Trustee or director, Officer | 1 | $0 | $130,442 | $26,371 |
| DANNY HUMBLE | MEMBER Trustee or director | 1 | $0 | $123,000 | $28,160 |
| DEREK LARK | MEMBER Trustee or director | 1 | $0 | $122,253 | $27,314 |
| MATT UNGER | MEMBER Trustee or director | 1 | $0 | $121,770 | $26,545 |
| TAMMY ERWIN | MEMBER Trustee or director | 1 | $0 | $111,372 | $25,730 |
| MATT DAVIS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $129,615 | $5,805 |
| ASHLEY GROEPPER | MEMBER Trustee or director | 1 | $0 | $96,479 | $21,284 |
| MATT ASHER | MEMBER Trustee or director | 1 | $0 | $108,611 | $3,945 |
| JOSH PHILLIPS | TREASURER Trustee or director, Officer | 1 | $0 | $102,129 | $6,852 |
Address and contacts
- Address (IRS master file)
- 1053 E BROADWAY ST, BOLIVAR, MO 65613-2005
- In care of
- % JESSICA HINES
- Principal officer (990 for 2024)
- DR JOSH PHILLIPS, 1054 E BROADWAY ST, BOLIVAR, MO 65613
- Signed the 990
- DR JOSH PHILLIPS, PRESIDENT
- Phone
- (417) 777-7570
- Return prepared by
- Forvis Mazars LLP
Mission
NONE
Program accomplishments
- OSBA EMPLOYEE BENEFITS TRUST RECEIVES, HOLDS, INVESTS, REINVESTS, AND DISBURSES MONIES FOR THE BENEFIT OF THE PARTICIPANTS. THE ORGANIZATION PAYS INSURANCE PREMIUMS FOR PARTICIPANTS AND PROVIDES BENEFITS SUCH AS MEDICAL, DENTAL, AND VISION INSURANCE.0
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
- 47-6322653
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $25,908,677
- Income (IRS master file)
- $123,882,108
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $123,882,108 | $130,147,417 | $25,908,677 | XML |
| 990 | June 2024 | $84,041,689 | $75,842,138 | $33,368,946 | XML |
| 990 | June 2023 | $80,854,208 | $67,179,333 | $27,905,760 | XML |
| 990 | June 2022 | $62,893,620 | $57,873,007 | $17,073,691 | 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 47-6322653).
Questions about OZARK SCHOOLS BENEFITS ASSOCIATION
- What is the EIN of OZARK SCHOOLS BENEFITS ASSOCIATION?
- The employer identification number (EIN) of OZARK SCHOOLS BENEFITS ASSOCIATION is 47-6322653.
- Is OZARK SCHOOLS BENEFITS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to OZARK SCHOOLS BENEFITS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OZARK SCHOOLS BENEFITS ASSOCIATION 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 OZARK SCHOOLS BENEFITS ASSOCIATION 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 OZARK SCHOOLS BENEFITS ASSOCIATION 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 OZARK SCHOOLS BENEFITS ASSOCIATION?
- The 990 for the year ended June 30, 2025 names DR JOSH PHILLIPS.
- Who are the officers and directors of OZARK SCHOOLS BENEFITS ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does OZARK SCHOOLS BENEFITS ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $123,882,108, expenses of $130,147,417 and total assets of $25,908,677 at year end.
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