Community Foundation of the Ozarks Stock TR

Analysis

Community Foundation of the Ozarks Stock TR is a registered charity in United States, based in Springfield, MO. It received its IRS tax-exemption ruling in September 2006, 20 years ago. Its declared purposes cover community improvement and capacity building, which this site groups under community and economic development. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Community Foundation of the Ozarks Stock TR reported income of $1.5m and spending of $1.5m, spending 99% of its income. Across the 4 years on record, from June 2020 to June 2023, income grew from $1.3m to $1.5m (+13%), an average of +4.2% a year. The sharpest change came in the year to June 2023, when income rose by 45%. Over the whole period it spent 71% of the income it received.

Among 19,475 United States charities whose main cause is community and economic development and that reported income, Community Foundation of the Ozarks Stock TR sits at the 82nd percentile: it is larger than about 82% of them. Against every charity in United States with reported income it ranks in the 84th percentile, and in the 82nd percentile within MO. Charities of a similar size with the same main cause include Orange County Communities Organized for Responsible Development ($1.5m), Hilltop Alliance ($1.5m) and Chicago Network Inc ($1.5m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 99% of the total. At year end it held assets of $1.4m against liabilities of $0, net assets of $1.4m.