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Nonprofiteer
← FORVIS MAZARS FOUNDATION

Form 990 for tax year 2022

Filed by FORVIS MAZARS FOUNDATION.

Totals

Total revenue
$2,851,599
Total expenses
$2,213,052
Contributions and grants received
$2,729,473
Grants paid
$2,204,412
Program service revenue
$0
Investment income
$122,126
Other revenue
$0
Total assets, end of year
$4,310,546
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,310,546
Program services expenses (Part IX)
$2,204,412
Management and general expenses
$8,640
Fundraising expenses
$0
Program service expenses (Part III)
$2,204,412

Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,729,473

  • 1g · Noncash contributions included above

    $239,263

  • 3 · Investment income

    total $122,974 · excluded $122,974

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $238,435

  • 7b · Less cost or other basis and sales expenses

    securities $239,283

  • 7c · Gain or loss

    securities -$848

  • 7d · Net gain or loss

    total -$848 · excluded -$848

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,204,412 · program services $2,204,412

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: ADMINISTRATIVE EXPENSE

    total $8,640 · management and general $8,640

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,000 · end of year $15,000

  • 2 · Savings and temporary cash investments

    beginning of year $3,656,999 · end of year $4,295,546

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,671,999 · end of year $4,310,546

Mission and programs · 2022

Mission

To Help the communities we serve unlock their full potential.

Activities or mission (Part I)

SUPPORT OTHER 501(c)(3) ORGANIZATIONS. DONATIONS MADE TO ESTABLISHED RELIGIOUS, CHARITABLE, SCIENTIFIC & EDUCATIONAL INSTITUTIONS QUALIFIED UNDER SECT. 501(c)(3) OF THE CODE.

  • The FORVIS Foundation is the firm's charitable arm. It aims to enrich the communities FORVIS serves through financial donations and volunteerism. The foundation supports nonprofit organizations of all types and sizes, The FORVIS Foundation made its first donation in 2000 and has contributed more than $21 million to date. In 2022, $2,204,412 grants were made. The name of BKD Foundation and BKD changed to FORVIS Foundation and FORVIS, LLP after the 2021 year-end.

    Expenses $2,204,412 · Grants $2,204,412

As filed on the 2022 return.

Listed in Part VII

  • Amy Bibby

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Lori Haley

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Kevin Price

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Nicole Fishback

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Michael G Wolfe

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tammy Rivera

    Board Member

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • FORVIS LLP

    N/A · CPA FIRM · MO · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 March 2024
IRS schema version
2022v5.0
Source object
202442849349301214

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