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Community Foundation Of The Ozarks Stock Tr

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Community Improvement, Capacity Building / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.53M (2023)

Expenses
$1.51M (2023)

Total Assets
$1.38M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,525,010
Expenses
$1,506,118
Net Income
$18,892
Net Assets
$1,381,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,511,147
99.1%
Program Services $0
Investment Income $34,132
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$20,269
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,381,573
Total Liabilities $0
Net Assets $1,381,573
Compensation
Key Employees and Officers Compensation Related Other
Brian Fogle (President & Ceo) $0 $209,833 $34,836
Laurie Edmondson (Chair) $0 $0 $0
Dean Thompson (Vice Chair) $0 $0 $0
Ron Kraetti (Secretary) $0 $0 $0
Anne Mcgregor (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,051,597
Expenses
$1,017,614
Net Income
$33,983
Net Assets
$1,362,680
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,017,531
96.8%
Program Services $0
Investment Income $34,066
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,362,680
Total Liabilities $0
Net Assets $1,362,680
Compensation
Key Employees and Officers Compensation Related Other
Brian Fogle (President & Ceo) $0 $199,035 $32,247
Rhonda Christopher (Chair Emeritus) $0 $0 $0
Robin Morgan (Chair) $0 $0 $0
Laurie Edmondson (Vice Chair) $0 $0 $0
Dean Thompson (Treasurer) $0 $0 $0
Kari Creighton (Iab Representative) $0 $0 $0
Ron Kraetti (At Large) $0 $0 $0
Emily Kembell (At Large) $0 $0 $0
Anne Mcgregor (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$902,604
Expenses
$848,851
Net Income
$53,753
Net Assets
$1,328,697
Notable Sources of Revenue Percent of Total Revenue
Contributions $856,902
94.9%
Program Services $0
Investment Income $68,133
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,431
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,328,697
Total Liabilities $0
Net Assets $1,328,697
Compensation
Key Employees and Officers Compensation Related Other
Brian Fogle (President & Ceo) $0 $175,830 $32,259
Rhonda Christopher (Chair) $0 $0 $0
Robin Morgan (Vice Chair) $0 $0 $0
Laurie Edmondson (Secretary) $0 $0 $0
Dean Thompson (Treasurer) $0 $0 $0
Jeff Layman (Iab Representative) $0 $0 $0
Morey Mechlin (At Large) $0 $0 $0
Jim Holt (At Large) $0 $0 $0
Abram Mcgull Ii (Chair Emeritus) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,346,383
Expenses
$71,439
Net Income
$1,274,944
Net Assets
$1,274,944
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,346,383
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,274,944
Total Liabilities $0
Net Assets $1,274,944
Compensation
Key Employees and Officers Compensation Related Other
Brian Fogle (President) $0 $158,095 $29,676
Robin Walker (Chair Emeritus) $0 $0 $0
Jeff Layman (Iab Representative) $0 $0 $0
Robin Morgan (At Large) $0 $0 $0
Debbie Shantz Hart (At Large) $0 $0 $0
Morey Mechlin (Secretary) $0 $0 $0
Jim Holt (Treasurer) $0 $0 $0
Rhonda Christopher (Vice Chair) $0 $0 $0
Abram Mcgull Ii (Chair) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Stephanie Stenger Montgomery (At Large Representive) $0 $0 $0
Robin Walker (Vice Chair) $0 $0 $0
Abram Mcull Ii (Secretary) $0 $0 $0
Ron Penney (Treasurer) $0 $0 $0
Robin Morgan (Board Of Directors) $0 $0 $0
Don Davis (Board Of Directors) $0 $0 $0
Brian Hammons (Board Of Directors) $0 $0 $0
Rhonda Christopher (Board Of Directors) $0 $0 $0
Jeff Schrag (Chairman) $0 $0 $0
Mitch Holmes (Board Of Directors) $0 $0 $0
Jared Lightle (Board Of Directors) $0 $0 $0
Jean Twitty (Board Of Directors) $0 $0 $0
Jim Holt (Board Of Directors) $0 $0 $0
Chris Neale (Board Of Directors) $0 $0 $0
Gary Powell (Board Of Directors) $0 $0 $0
Lynn Tynes (Board Of Directors) $0 $0 $0
Kathy Lasley (Board Of Directors) $0 $0 $0
Marvin Silliman (Board Of Directors) $0 $0 $0
Randy Howard (Iab Representative) $0 $0 $0
Morey Mechlin (At Large Representive) $0 $0 $0
Robert Foster (Chair Emeritus) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Stephanie Stenger Montgomery (At Large Representive) $0 $0 $0
Robin Walker (Vice Chair) $0 $0 $0
Abram Mcull Ii (Secretary) $0 $0 $0
Ron Penney (Treasurer) $0 $0 $0
Robin Morgan (Board Of Directors) $0 $0 $0
Don Davis (Board Of Directors) $0 $0 $0
Brian Hammons (Board Of Directors) $0 $0 $0
Rhonda Christopher (Board Of Directors) $0 $0 $0
Jeff Schrag (Chairman) $0 $0 $0
Mitch Holmes (Board Of Directors) $0 $0 $0
Jared Lightle (Board Of Directors) $0 $0 $0
Jean Twitty (Board Of Directors) $0 $0 $0
Jim Holt (Board Of Directors) $0 $0 $0
Chris Neale (Board Of Directors) $0 $0 $0
Gary Powell (Board Of Directors) $0 $0 $0
Lynn Tynes (Board Of Directors) $0 $0 $0
Kathy Lasley (Board Of Directors) $0 $0 $0
Marvin Silliman (Board Of Directors) $0 $0 $0
Randy Howard (Iab Representative) $0 $0 $0
Morey Mechlin (At Large Representive) $0 $0 $0
Robert Foster (Chair Emeritus) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Stephanie Stenger Montgomery (Chairman Emeritus) $0 $0 $0
Robin Walker (Iab Representative) $0 $0 $0
Karen Miller (Secretary) $0 $0 $0
Jami Peebles (Treasurer) $0 $0 $0
Chris Craig (Board Of Directors) $0 $0 $0
Richard Cavender (Bo Ard Of Directors) $0 $0 $0
Brian Hammons (Board Of Directors) $0 $0 $0
Randy Howard (Board Of Directors) $0 $0 $0
Ron Penney (At Large Representive) $0 $0 $0
Rob Foster (Chairman) $0 $0 $0
Mitch Holmes (Board Of Directors) $0 $0 $0
Jared Lightle (Board Of Directors) $0 $0 $0
Jean Twitty (Board Of Directors) $0 $0 $0
Jim Holt (Board Of Directors) $0 $0 $0
Chris Neale (Board Of Directors) $0 $0 $0
Gary Powell (Board Of Directors) $0 $0 $0
Jeff Schrag (Vice Chair) $0 $0 $0
Lynn Tynes (Board Of Directors) $0 $0 $0
Abram Mcull Ii (Board Of Directors) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Stephanie Stenger Montgomery (Chairman) $0 $0 $0
Robin Walker (Iab Representative) $0 $0 $0
Karen Miller (Secretary) $0 $0 $0
Jami Peebles (Treasurer) $0 $0 $0
Chris Craig (Board Of Directors) $0 $0 $0
Judith Gonzales (Board Of Directors) $0 $0 $0
Roger Shaw (Regional Representative) $0 $0 $0
Richard Cavender (Chairman Emeritus) $0 $0 $0
Brian Hammons (Board Of Directors) $0 $0 $0
Randy Howard (Board Of Directors) $0 $0 $0
Ron Penney (At Large Representive) $0 $0 $0
Rob Foster (Vice Chair) $0 $0 $0
Mitch Holmes (Board Of Directors) $0 $0 $0
Jared Lightle (Board Of Directors) $0 $0 $0
Jean Twitty (Board Of Directors) $0 $0 $0
Jim Holt (Board Of Directors) $0 $0 $0
Chris Neale (Board Of Directors) $0 $0 $0
Gary Powell (Board Of Directors) $0 $0 $0
Francine Pratt (Board Of Directors) $0 $0 $0
Jeff Schrag (Board Of Directors) $0 $0 $0
Lynn Tynes (Board Of Directors) $0 $0 $0
Susanne Gray (Assistant Secretary) $0 $102,003 $20,412
Brian Fogle (President) $0 $138,084 $22,555

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,005
Expenses
$5,005
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,005
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Gloria Galanes (Chairman) $0 $0 $0
Mark Nelson (Iab Representative) $0 $0 $0
Jami Peebles (Secretary) $0 $0 $0
Roger Shaw (Treasurer) $0 $0 $0
Shari Hoffman (Board Of Directors) $0 $0 $0
Chris Craig (Board Of Directors) $0 $0 $0
Rob Foster (Board Of Directors) $0 $0 $0
Judith Gonzales (Board Of Directors) $0 $0 $0
Sandra Thomason (Board Of Directors) $0 $0 $0
Karen Miller (Regional Representative) $0 $0 $0
Richard Cavender (Chairman) $0 $0 $0
Brian Hammons (Board Of Directors) $0 $0 $0
Randy Howard (Board Of Directors) $0 $0 $0
Robin Walker (Board Of Directors) $0 $0 $0
Ron Penney (Board Of Directors) $0 $0 $0
Gary A Powell (At Large Representive) $0 $0 $0
Stephanie Stenger Montgomery (Vice Chair) $0 $0 $0
Rosalie Wooten (Board Of Directors) $0 $0 $0
Mitch Holmes (Board Of Directors) $0 $0 $0
Jared Lightle (Board Of Directors) $0 $0 $0
Jean Twitty (Board Of Directors) $0 $0 $0
Susanne Gray (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Gloria Galanes (Chairman) $0 $0 $0
Jill Reynolds (Past Chairman) $0 $0 $0
Mark Nelson (Iab Representative) $0 $0 $0
Margie Berry (Board Of Directors) $0 $0 $0
Jami Peebles (At Large) $0 $0 $0
Roger Shaw (Secretary) $0 $0 $0
Shari Hoffman (Treasurer) $0 $0 $0
Chris Craig (Board Of Directors) $0 $0 $0
Rob Foster (Board Of Directors) $0 $0 $0
Judith Gonzales (Board Of Directors) $0 $0 $0
Bill Lee (Board Of Directors) $0 $0 $0
Sandra Thomason (Board Of Directors) $0 $0 $0
Karen Miller (Regional Representative) $0 $0 $0
Richard Cavender (Chair Elect) $0 $0 $0
Brian Hammons (Board Of Directors) $0 $0 $0
Randy Howard (Board Of Directors) $0 $0 $0
Robin Walker (Board Of Directors) $0 $0 $0
Ron Penney (Board Of Directors) $0 $0 $0
Gary A Powell (Board Of Directors) $0 $0 $0
Stephanie Stenger Montgomery (Board Of Directors) $0 $0 $0
Rosalie Wooten (Board Of Directors) $0 $0 $0
Susanne Gray (Assistant Secretary) $0 $0 $0
Brian Fogle (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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