AUMdb

Community Foundation Of The Ozarks Inc

EIN 237290968 · 501(c)(3) · Public charity · Springfield, MO · recognized 1974

Assets
$480M
Revenue
$57.7M
Expenses
$31.8M
Investment income
$9.7M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Fiducient Advisors Llc CRD 106720 deterministic · 100% 06/30/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Fiducient Advisors Llc Investment management $242,039
Pc Net It services $172,686
Dake Wells Architecture Inc Construction $139,710

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Brian Fogle President & ceo end 02/24 $234,049 $37,216
Luis Leon Chief financial officer & evp $138,974 $18,498
Winter Kinne President & ceo beg 11/23 $106,694 $18,590
Alice Wingo Vice president of affiliates $104,956 $17,914
Stan Irwin Director $0 $0
Sarah Honeycutt Director $0 $0
Ron Kraetlli Director/at-large $0 $0
Richard Cavender Director $0 $0
Michael Garrett Director $0 $0
Megan Morris Stack Director $0 $0
Lynne Meyerkord Director $0 $0
Laurie Edmondson Director/chair emeritus $0 $0
Kristi Montague Director $0 $0
Kari Creighton Director/iab representative $0 $0
Jimmy Liles Director $0 $0
Greg Hoffman Director $0 $0
Gary Garwitz Director/audit/operations chair $0 $0
Emily Kembell Director $0 $0
Doug Nickell Director $0 $0
Debra Shantz Hart Director $0 $0
Bryan Vowels Director $0 $0
Roy Hardy Jr Director/treasurer $0 $0
Gail Smart Director/secretary $0 $0
Dean Thompson Director/chair $0 $0
Anne Mcgregor Director/vice chair $0 $0