Skip to content
Nonprofiteer
← All organizations

COMMUNITY FOUNDATION OF THE OZARKS STOCK TR

EIN 71-6225763 SPRINGFIELD, MO

Revenue 2023
$203,994
Expenses 2023
$208,081

Program services were 79.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
S11
Classification
1000
Street
300 S JEFFERSON AVE STE 400

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • ANNE MCGREGOR

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • BRIAN FOGLE

    DIRECTOR/PRESIDENT & CEO END 02/24

    Total calculated
    $271,265
    From this org
    $0
    From related orgs
    $234,049
    Other
    $37,216
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,380 related
    Bonus
    $0 + $37,012 related
    Other
    $0 + $24,657 related
    Deferred
    $0 + $10,313 related
    Nontaxable benefits
    $0 + $26,903 related
    Filer's total
    $0 + $271,265 related
  • DEAN THOMPSON

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • GAIL SMART

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ROY HARDY

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • WINTER KINNE

    DIRECTOR/PRESIDENT & CEO BEG 11/23

    Total calculated
    $125,284
    From this org
    $0
    From related orgs
    $106,694
    Other
    $18,590
    Hours/week
    1 + 49 related
  • LUIS LEON

    CHIEF FINANCIAL OFFICER & EVP

    Total calculated
    $157,472
    From this org
    $0
    From related orgs
    $138,974
    Other
    $18,498
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,432 related
    Bonus
    $0 + $542 related
    Other
    $0
    Deferred
    $0 + $7,179 related
    Nontaxable benefits
    $0 + $11,319 related
    Filer's total
    $0 + $157,472 related

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $203,994
    Expenses
    $208,081
    Contributions
    $184,490
    Grants paid
    $166,331
  • 2022
    Revenue
    $1,525,010
    Expenses
    $1,506,118
    Contributions
    $1,511,147
    Grants paid
    $1,490,941

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2023 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.