MISSOURI SOUTHERN FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

MICHELLE WOOD

Phone

4176259396

Tax Period

2024-07-01 to 2025-06-30

MISSOURI SOUTHERN FOUNDATION, founded in 1967, is a mid-sized nonprofit in the Education sector that reported $10.0M in total revenue in fiscal year 2024. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.0M, a strong 49% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO MISSOURI SOUTHERN STATE UNIVERSITY FROM DONATIONS FROM THE PUBLIC FOR SCHOLARSHIPS, AWARDS TO STUDENTS, DEPARTMENTAL SUPPORT, CULTURAL ACTIVITIES, GENERAL COLLEGE SUPPORT AND FACULTY DEVELOPMENT.

Program Service Accomplishments

Program 1

Expenses: $3,915,805

SCHOLARSHIPS AWARDED TO MISSOURI SOUTHERN STATE UNIVERSITY STUDENTS.

Program 2

SUPPORT TO MSSU FACULTY, DEPARTMENTS AND CULTURAL ACTIVITIES

Program 3

SUPPORT FOR MSSU FACILITY IMPROVEMENTS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,443,407

Program Service Revenue $0

Investment Income $3,582,808

Other Revenue $0

TOTAL REVENUE $10,026,215

Expense Breakdown

Grants Paid $1,216,196

Salaries & Benefits $0

Fundraising Expenses $182,996

Program Expenses $3,915,805

Other Expenses $3,855,076

TOTAL EXPENSES $5,071,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,026,215	$5,311,413	+0.9%
Expenses	$5,071,272	$4,865,221	+0.0%
Net Income	$4,954,943	$446,192	+10.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN VOWELS	DIRECTOR	2.00	Director	$0	$0	$0
DERON BUR	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRAD HODSON	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
RUSS ALCORN	DIRECTOR	2.00	Director	$0	$0	$0
DR BETH BARLET	DIRECTOR	2.00	Director	$0	$0	$0
SALLIE BEARD	DIRECTOR	2.00	Director	$0	$0	$0
DR BEVERLY BLOCK	DIRECTOR	2.00	Director	$0	$0	$0
SEAN BRILEY	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT BROTHERS	DIRECTOR	2.00	Director	$0	$0	$0
LARRY COWGER	DIRECTOR	2.00	Director	$0	$0	$0
ASHLEY DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
PERRY DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
SHARROCK DERMOTT	DIRECTOR	2.00	Director	$0	$0	$0
DARYL DEEL	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS DUMM	DIRECTOR	2.00	Director	$0	$0	$0
JEFF ENGLAND	DIRECTOR	2.00	Director	$0	$0	$0
DR DELORES HONEY	DIRECTOR	2.00	Director	$0	$0	$0
STEVE KOELKEBECK	DIRECTOR	2.00	Director	$0	$0	$0
KAREN LIEURANCE	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM LYNCH	DIRECTOR	2.00	Director	$0	$0	$0
CARY MARION	DIRECTOR	2.00	Director	$0	$0	$0
MIKE MOORE	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN SCHMIDT	TREASURER	2.00	Officer Director	$0	$0	$0
ANNE SHARP	DIRECTOR	2.00	Director	$0	$0	$0
BETH SIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
DICK SMITH	DIRECTOR	2.00	Director	$0	$0	$0
DAN STENGEL	DIRECTOR	2.00	Director	$0	$0	$0
TAMMY TRENT	DIRECTOR	2.00	Director	$0	$0	$0
TERRY WACHTER	DIRECTOR	2.00	Director	$0	$0	$0
DOT WILLCOXON	DIRECTOR	2.00	Director	$0	$0	$0
GARY AGGUS	DIRECTOR	2.00	Director	$0	$0	$0
AMY IPSEN	DIRECTOR	2.00	Director	$0	$0	$0
EMILY STANLEY	DIRECTOR	2.00	Director	$0	$0	$0
VICKY MIESELER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SHELLY KRAFT	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MOTAZEDI	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN PARKER	DIRECTOR	2.00	Director	$0	$0	$0
TROY RICHARDS	DIRECTOR	2.00	Director	$0	$0	$0
NICK EDWARDS	DIRECTOR	2.00	Director	$0	$0	$0
DELORES HONEY	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN GREIM	MSSU ASSOC VP	2.00	Director	$0	$0	$0
LIZ EBERT	FOUNDATION BUSINESS MANAGER	2.00	Director	$0	$0	$0
CARLOS HALEY	BOARD OF GOVERNORS PRESIDENT	2.00	Director	$0	$0	$0
CLIFF ERWIN	ALUMNI BOARD PRESIDENT	2.00	Director	$0	$0	$0
CEDRIC FLORENCE	LIONBACKERS STEERING COMMITTEE	2.00	Director	$0	$0	$0
BRITTANY CASTELL	ADMIN ASSIT & CAMPAIGN COORD.	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$10,026,215	$5,071,272	$62,676,710	$4,954,943
2024	$5,311,413	$4,865,221	$55,333,759	$446,192
2023	$9,357,576	$4,567,267	$50,818,191	$4,790,309
2022	$5,846,272	$4,627,774	$43,351,164	$1,218,498
2021	$8,874,873	$3,261,464	$52,413,029	$5,613,409
2020	$4,981,291	$3,483,899	$41,048,305	$1,497,392
2019	$4,540,015	$4,952,342	$40,353,235	$-412,327