COMMUNITY PARTNERSHIP OF THE OZARKS INC (EIN 431830026) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

JANET DANKERT

Phone

4178882020

Tax Period

2022-07-01 to 2023-06-30

COMMUNITY PARTNERSHIP OF THE OZARKS INC, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $9.6M in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year.

Mission

SERVES IN 29 COUNTIES BUILDING RESILIENT CHILDREN, HEALTHY FAMILIES AND STRONG COMMUNITIES.THE MISSION OF COMMUNITY PARTNERSHIP IS TO FACILITATE AND PROMOTE THE BUILDING OF RESILIENT CHILDREN, HEALTHY FAMILIES AND STRONG NEIGHBORHOODS IN A 29 COUNTY AREA IN SOUTHWEST MISSOURI THROUGH COLLABORATION, PROGRAMMING AND RESOURCE DEVELOPMENT. COMMUNITY PARTNERSHIP IS ABOUT DESIGNING NEW WAYS TO USE RESOURCES TO HELP CHILDREN, FAMILIES AND NEIGHBORHOODS IN A HOLISTIC MANNER, PROVIDING PROGRAMMING THAT DELIVERS MEASURABLE AND COST EFFECTIVE OUTCOMES. WHEN COMMUNITIES COME TOGETHER, SCHOOLS SUCCEED, NEIGHBORHOODS ARE SAFER, RESIDENTS ARE HEALTHIER, ADULTS AND CHILDREN FEEL CONNECTED, AND YOUNG PEOPLE CAN REALIZE THEIR FULL POTENTIAL.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $7,225,649

Program Service Revenue $1,634,996

Investment Income $28,761

Other Revenue $706,103

TOTAL REVENUE $9,595,509

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,110,388

Fundraising Expenses $101,777

Program Expenses $9,154,579

Other Expenses $5,550,625

TOTAL EXPENSES $9,661,013

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,595,509	$10,566,310	-0.1%
Expenses	$9,661,013	$10,443,583	-0.1%
Net Income	$-65,504	$122,727	-1.5%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

115

Volunteers

9259

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

$236,594

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM ARNOTT	DIRECTOR	2.00	Director	$0	$0	$0
SAM ATKINSON	DIRECTOR	2.00	Director	$0	$0	$0
ROB BAIRD	LIFETIME HONORARY MEMBER	2.00	Director	$0	$0	$0
JOSELYN BALDNER	PRESIDENT OF THE BOARD	2.00	Officer Director	$0	$0	$0
GREG BURRIS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID COOK	DIRECTOR	2.00	Director	$0	$0	$0
LISA CRAWFORD	DIRECTOR	2.00	Director	$0	$0	$0
ALLEN CRIGER	DIRECTOR	2.00	Director	$0	$0	$0
DR SHANNON CUFF	DIRECTOR	2.00	Director	$0	$0	$0
BRIDGET DIERKS	DIRECTOR	2.00	Director	$0	$0	$0
DR JANICE DUNCAN	DIRECTOR	2.00	Director	$0	$0	$0
BRAD ERWIN	SECRETARY OF THE BOARD	2.00	Officer Director	$0	$0	$0
SHELLEY EVANS	DIRECTOR	2.00	Director	$0	$0	$0
JASON GAGE	DIRECTOR	2.00	Director	$0	$0	$0
DR BUD GREVE	EXECUTIVE COMMITTEE MEMBER	2.00	Director	$0	$0	$0
JUDY HADSALL	DIRECTOR	2.00	Director	$0	$0	$0
WYATT JENKINS	DIRECTOR	2.00	Director	$0	$0	$0
DEE KING	DIRECTOR	2.00	Director	$0	$0	$0
ASHLEY KRUG	DIRECTOR	2.00	Director	$0	$0	$0
DR GRENITA LATHAN	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA LUCKS	DIRECTOR	2.00	Director	$0	$0	$0
RUSTY MACLACHLAN	DIRECTOR	2.00	Director	$0	$0	$0
ANNE MASON	EXECUTIVE COMMITTEE MEMBER	2.00	Director	$0	$0	$0
BRIAN MCDONOUGH	VICE PRESIDENT OF THE BOARD	2.00	Officer Director	$0	$0	$0
SCOTT MEIER	DIRECTOR	2.00	Director	$0	$0	$0
MATT MORROW	DIRECTOR	2.00	Director	$0	$0	$0
CHARLIE O'REILLY	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE PECK	EXECUTIVE COMMITTEE MEMBER	2.00	Director	$0	$0	$0
DAVID PENNINGTON	DIRECTOR	2.00	Director	$0	$0	$0
BETH POLIVKA	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM ROBERTS	TREASURER OF THE BOARD	2.00	Officer Director	$0	$0	$0
CARL ROSENKRANZ	DIRECTOR	2.00	Director	$0	$0	$0
GRANT SEIFRIED	EXECUTIVE COMMITTEE MEMBER	2.00	Director	$0	$0	$0
BRANDON TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
RASHOD TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
KATIE TOWNS	DIRECTOR	2.00	Director	$0	$0	$0
JAIMIE TRUSSELL	DIRECTOR	2.00	Director	$0	$0	$0
PAUL WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
SHERI LUPTON	CHIEF OPERATING OFFICER	50.00	Officer	$87,311	$16,137	$103,448
JANET DANKERT	PRESIDENT/CEO	50.00	Officer	$115,377	$17,769	$133,146

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
2024	No data	No data	No data	No data
2023	$9,595,509	$9,661,013	$5,843,117	$-65,504
2022	$10,566,310	$10,443,583	$6,390,874	$122,727
2021	$7,229,024	$6,878,539	$5,862,422	$350,485

COMMUNITY PARTNERSHIP OF THE OZARKS INC