NEOSHO SCHOOL DISTRICT CHARITABLE … - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

TONYA PATTERSON

Phone

4174518600

Tax Period

2023-01-01 to 2023-12-31

NEOSHO SCHOOL DISTRICT CHARITABLE FOUNDATION, founded in 2001, is a small nonprofit in the Education sector that reported $416K in total revenue in fiscal year 2023. The organization ran a surplus of $258K, a strong 62% operating margin.

Mission

THE ORGANIATION'S PRIMARY EXEMPT FUNCTION IS TO RAISE FUNDS TO ASSIST THE NEOSHO SCHOOL DISTRICT BY PURCHASING EQUIPMENT AND EDUCATIONAL MATERIALS AND BY HELPING TO DEFRAY THE COST OF CAPITAL IMPROVEMENTS.

Program Service Accomplishments

Program 1

Expenses: $15,989

THE TRUST AWARDED 15,989 IN TWO SEPARATE MINI-GRANTS TO VARIOUS TEACHERS. THE FIRST MINI-GRANT WAS FOR A TOTAL OF 7,322 AWARDED TO SEVERAL SCHOOLS FOR VARIOUS PROJECTS. THE SECOND MINI-GRANT WAS FOR...

Program 2

Expenses: $21,500

THE TRUST AWARDED SEVEN SCHOLARSHIPS AS FOLLOWS: 1) TWO 1000 NEOSHO CHARITABLE FOUNDATION SCHOLARSHIPS TO A STUDENT WHO WILL ATTEND PITT STATE UNIVERSITY AND A STUDENT WHO WILL ATTEND UNIVERSITY OF ARKANSAS 2) 1000 NEOSHO ALUMNI ASSOCIATION SCHOLARSHIP TO A STUDENT WHO WILL ATTEND UNIVERSITY OF ARKANSAS 3) 1,500 GRIFF & ADRIENNE HUMPHREY SCHOLARSHIP TO A STUDENT WHO WILL ATTEND UNIVERSITY OF MISSOURI 4) TWO 5,000 MISSOURI WALNUT SCHOLARSHIPS TO A STUDENT WHO WILL ATTEND CROWDER COLLEGE & UNIVERSITY OF MO-KANSAS CITY 5) 1,000 TROUW NUTRITION SCHOLARSHIP TO A STUDENT WHO WILL ATTEND UNIVERSITY OF MO-KANSAS CITY

Program 3

Expenses: $97,529

THE TRUST AWARDED 96,748 TO VARIOUS PROJECTS. THE TRUST HAS BEGAN COLLECTING DONATIONS FOR THESE PROJECTS AND PRESENTED THOSE FUNDS IN 2023.

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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 (2023)

Revenue Breakdown

Contributions & Grants $400,982

Program Service Revenue $0

Investment Income $14,559

Other Revenue $0

TOTAL REVENUE $415,541

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,669

Fundraising Expenses $0

Program Expenses $153,090

Other Expenses $155,109

TOTAL EXPENSES $157,778

Year-over-Year Comparison

	2023	2022	Change
Revenue	$415,541	N/A	N/A
Expenses	$157,778	N/A	N/A
Net Income	$257,763	N/A	N/A

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

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
JEREMY BOES	TRUSTEE	N/A	Director	$0	$0	$0
JUSTIN BRANHAM	TRUSTEE	N/A	Director	$0	$0	$0
CINDY BROWN	TRUSTEE	N/A	Director	$0	$0	$0
RANDY CARTER	TRUSTEE	N/A	Director	$0	$0	$0
JIM CUMMINS	TRUSTEE	N/A	Director	$0	$0	$0
CHRISSY DAY	TRUSTEE	N/A	Director	$0	$0	$0
JEANNE FENSKE	TRUSTEE	N/A	Director	$0	$0	$0
TINA HIERHOLZER	TRUSTEE	N/A	Director	$0	$0	$0
JEAN KELLY	TRUSTEE	N/A	Director	$0	$0	$0
WARREN LANGLAND	TRUSTEE	N/A	Director	$0	$0	$0
SHEILA PARSONS	TRUSTEE	N/A	Director	$0	$0	$0
DAN SNOW	TRUSTEE	N/A	Director	$0	$0	$0
CARI SOUTHERN	TRUSTEE	N/A	Director	$0	$0	$0
JENNY SPIVA	TRUSTEE	N/A	Director	$0	$0	$0
JARED THOMAS	TRUSTEE	N/A	Director	$0	$0	$0
KIM WOOD	TRUSTEE	N/A	Director	$0	$0	$0
SUSAN ZAR	TRUSTEE	N/A	Director	$0	$0	$0
STEVE DOUGLAS	VICE PRESIDE	N/A	Officer	$0	$0	$0
TONYA PATTERSON	SECRETARY/TR	N/A	Officer	$0	$0	$0
PRIS REED	PRESIDENT	N/A	Officer	$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
2024	No data	No data	No data	No data
2023	$415,541	$157,778	$610,617	$257,763
2021	$355,402	$213,085	$356,921	$142,317

NEOSHO SCHOOL DISTRICT CHARITABLE FOUNDATION