FORVIS MAZARS FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FORVIS MAZARS FOUNDATION (EIN 43-1866948)
Tax period
2022-06-01 to 2023-05-31
Filed
2024-10-10
IRS object ID
202442849349301214
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-10T09:49:31-05:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2022-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431866948EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORVIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% AMY BIBBYInCareOfNm
Business Name ControlFORVBusinessNameControlTxt
Phone4178317283PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1910 E ST LOUIS STREET Suite 400AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65806ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAmy BibbyPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8282365797PhoneNum
Signature2024-03-15SignatureDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Principal OfficerAmy BibbyPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1910 E ST LOUIS ST STE 400AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65806ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,090,882GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionSUPPORT OTHER 501(c)(3) ORGANIZATIONS. DONATIONS MADE TO ESTABLISHED RELIGIOUS, CHARITABLE, SCIENTIFIC & EDUCATIONAL INSTITUTIONS QUALIFIED UNDER SECT. 501(c)(3) OF THE CODE.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,888,211PYContributionsGrantsAmt
CY Contributions Grants$2,729,473CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,138PYInvestmentIncomeAmt
CY Investment Income$122,126CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,890,349PYTotalRevenueAmt
CY Total Revenue$2,851,599CYTotalRevenueAmt
PY Grants And Similar Paid$2,041,595PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,204,412CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$8,640CYOtherExpensesAmt
PY Total Expenses$2,041,595PYTotalExpensesAmt
CY Total Expenses$2,213,052CYTotalExpensesAmt
PY Revenues Less Expenses-$151,246PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$638,547CYRevenuesLessExpensesAmt
Total Assets BOY$3,671,999TotalAssetsBOYAmt
Total Assets EOY$4,310,546TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,671,999NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,310,546NetAssetsOrFundBalancesEOYAmt
MissionTo Help the communities we serve unlock their full potential.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,204,412ExpenseAmt
Grant$2,204,412GrantAmt
DescThe FORVIS Foundation is the firm's charitable arm. It aims to enrich the communities FORVIS serves through financial donations and volunteerism. The foundation supports nonprofit organizations of all types and sizes, The FORVIS Foundation made its first donation in 2000 and has contributed more than $21 million to date. In 2022, $2,204,412 grants were made. The name of BKD Foundation and BKD changed to FORVIS Foundation and FORVIS, LLP after the 2021 year-end.Desc
Total Program Service Expenses$2,204,412TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMY BIBBYPersonNm
Phone8282365797PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1910 E ST LOUIS ST STE 400AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65806ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Amy Bibby
PRESIDENT1.00.0Yes (X)Yes (X)$0$0$0
Lori Haley
Vice President1.00.0Yes (X)Yes (X)$0$0$0
Kevin Price
Treasurer1.00.0Yes (X)Yes (X)$0$0$0
Nicole Fishback
Secretary1.00.0Yes (X)Yes (X)$0$0$0
Michael G Wolfe
Board Member1.00.0Yes (X)$0$0$0
Tammy Rivera
Board Member1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,729,473AllOtherContributionsAmt
Noncash Contributions$239,263NoncashContributionsAmt
Total Contributions$2,729,473TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$122,974TotalRevenueColumnAmt
Exclusion$122,974ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$238,435SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$239,283SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$848SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$848TotalRevenueColumnAmt
Exclusion-$848ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,851,599TotalRevenueColumnAmt
Exclusion$122,126ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,204,412TotalAmt
Program Services$2,204,412ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE EXPENSEDesc
Total$8,640TotalAmt
Management And General$8,640ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,213,052TotalAmt
Program Services$2,204,412ProgramServicesAmt
Management And General$8,640ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,000BOYAmt
EOY$15,000EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,656,999BOYAmt
EOY$4,295,546EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,671,999BOYAmt
EOY$4,310,546EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$3,671,999BOYAmt
EOY$4,310,546EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,671,999BOYAmt
EOY$4,310,546EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,671,999BOYAmt
EOY$4,310,546EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$638,547ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,468,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,513,185CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,640,556CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,888,211CurrentTaxYearMinus1YearAmt
Current Tax Year$2,729,473CurrentTaxYearAmt
Total$10,239,845TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,468,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,513,185CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,640,556CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,888,211CurrentTaxYearMinus1YearAmt
Current Tax Year$2,729,473CurrentTaxYearAmt
Total$10,239,845TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$10,239,845PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,785CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,367CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$2,041CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,138CurrentTaxYearMinus1YearAmt
Current Tax Year$122,126CurrentTaxYearAmt
Total$192,375TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$10,432,220TotalSupportAmt
Public Support CY1700.98156PublicSupportCY170Pct
Public Support PY1700.99040PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (63 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
United Way of Collier & The Keys
9015 Strata Stell Court Suite 204Suite 204NaplesFL34109591026096501(c)(3)$500,000Hurricane Relief
Riley Children's Foundation
PO Box 3356IndianapolisIN462063356350868147501(c)(3)$105,000General Purpose
Center for Leadership Development
2425 Dr Martin Luther King Jr StIndianapolisIN46208351389882501(c)(3)$100,000General Purpose
The University of Kansas Health System
2330 Shawnee Mission PKWY Ste 305WestwoodKS66205480547734501(c)(3)$92,800General Purpose
Holocaust Museum Houston
5401 Caroline StHoustonTX77004760331398501(c)(3)$50,000General Purpose
Indiana University Foundation
PO Box 500BloomingtonIN47402356018940501(c)(3)$45,237General Purpose
The First Tee of Greater Dallas
16200 Addison Rd Ste 255AddisonTX75001752602809501(c)(3)$40,000General Purpose
American Heart Association
135613797501(c)(3)$37,700General Purpose
Children's Organ Transplant Association
2501 W Cota DrBloomingtonIN47403351674365501(c)(3)$30,000General Purpose
Friends of the Springfield Art Museum
1111 E Brookside DrSpringfieldMO65807431476636501(c)(3)$30,000Capital Campaign
Boys & Girls Clubs of Springfield
1410 N FremontSpringfieldMO65802440513659501(c)(3)$25,000Capital Campaign
Houston Livestock Show and Rodeo
NFG Center 3NRG ParkHoustonTX77054741142851501(c)(3)$25,000General Purpose
Regional Business Council
7701 Forsyth Blvd STE 205St LouisMO63105431913803501(c)(3)$20,000General Purpose
University of Nebraska Foundation
1010 Lincoln Mall Ste 300LincolnNE68508470379839501(c)(3)$20,000General Purpose
Habitat for Humanity of San Antonio Inc
311 ProbandtSan AntonioTX78204741897502501(c)(3)$20,000General Purpose
500 Festival Foundation
21 Virginia Ave Ste 500IndianapolisIN46204351961814501(c)(3)$17,500General Purpose
Junior Achievement of Arkansas
1 World AveLittle RockAR72202710658775501(c)(3)$15,173General Purpose
Light of Life Ministries Inc
913 Western AvePittsburghPA15233251056389501(c)(3)$15,000General Purpose
Indianapolis Zoo
1200 W Washington StIndianapolisIN46222351074747501(c)(3)$15,000General Purpose
Springfield Regional Arts Council
411 N Sherman PkwySpringfieldMO65802431225541501(c)(3)$15,000Capital Campaign
Habitat for Humanity of Springfield Missouri
2410 S Scenic AveSpringfieldMO65807431470360501(c)(3)$15,000General Purpose
Arthritis Foundation
1355 Peachtree St 6th FlAtlantaGA30309581341679501(c)(3)$15,000General Purpose
Prevent Blindness Texas
2180 N Loop West Ste 435HoustonTX77018746075105501(c)(3)$15,000General Purpose
Miracle League of Moon Township
1023 Autumn Woods DrCoraopolisPA15108821322041501(c)(3)$15,000General Purpose
Junior Achievement of Central Indiana Inc
8359 Keystone Crossing Ste 102IndianapolisIN46204841267604501(c)(3)$15,000General Purpose
Greater Kansas City Sports Foundation
2600 Grand Blvd Ste 100Kansas CityMO64108431530518501(c)(3)$14,694General Purpose
Easterseals Arkansas
3920 Woodland Heights RdLittle RockAR722122495710123680501(c)(3)$13,490General Purpose
Envision
610 N Main StWichitaKS67203261392721501(c)(3)$13,000General Purpose
Kentucky Humane Society
1000 Lyndon LaneLouisvilleKY40222610463938501(c)(3)$12,500General Purpose
United Way of the Ozarks
320 N JeffersonSpringfieldMO65806440552047501(c)(3)$11,613General Purpose
Center for Courageous Kids
1501 Burnley RdScottsvilleKY42164201789905501(c)(3)$11,500General Purpose
American Red Cross
10151 E 11th StTulsaOK74128530196605501(c)(3)$11,000General Purpose
Houston Arboretum & Nature Center
4501 Woodway DrHoustonTX77024741587880501(c)(3)$10,845General Purpose
Junior Achievement of Dallas
3000 Pegasus Park Dr Ste 720DallasTX75247750881589501(c)(3)$10,100General Purpose
OneSource
936 Dalton AveCincinnatiOH45203311364553501(c)(3)$10,000General Purpose
Villages of Indiana
3833 N Meridian StIndianapolisIN46208351708240501(c)(3)$10,000General Purpose
Starlight Theatre
4600 Starlight RdKansas CityMO64123440552079501(c)(3)$10,000General Purpose
Boys & Girls Clubs of Southwest MO
317 Comingo AveJoplinMO64801440627566501(c)(3)$10,000Capital Campaign
Transplants for Children
11107 Wurzbach RdSan AntonioTX78203742514759501(c)(3)$10,000General Purpose
Galveston Bay Foundation
1725 Highway 146KemahTX77565760279876501(c)(3)$10,000General Purpose
The Warrior's Journey
3003 E Chestnut EXPYSpringfieldMO65802863074843501(c)(3)$10,000Capital Campaign
Turning Pointe Autism Foundation
1500 W Ogden AveNapervilleIL60540261286022501(c)(3)$9,875General Purpose
Boys & Girls Clubs of Greater Kansas City
4001 Dr Martin Luther King Jr BlvKansas CityMO64130436072065501(c)(3)$9,500General Purpose
First Serve OKC Foundation
3400 N Portland AveOklahoma CityOK73112463499004501(c)(3)$8,500General Purpose
UNC-Greensboro Advancement Services
PO Box 26170GeensboroNC274026170582005976501(c)(3)$8,000General Purpose
Rotary District 6820 Foundation
131 Fox Run RdCantonMS39046431971329501(c)(3)$7,825General Purpose
Visions
135 W 23rd StNew York CityNY10011131624210501(c)(3)$7,500General Purpose
Boys & Girls Club of Fort Wayne Inc
2609 Fairfield AveFort WayneIN46807351778767501(c)(3)$7,500General Purpose
Special Olympics Texas
13400 Immanuel Rd No C1PflugervilleTX78660741998367501(c)(3)$7,500General Purpose
The Family Place
PO Box 7999DallasTX75209751590896501(c)(3)$7,500Capital Campaign
Big Brothers Big Sisters Kansas City
1709 Walnut StKansas CityMO64108436068464501(c)(3)$7,380General Purpose
Make a Wish HQ
16803 Dallas Pkwy Ste 100AddisonTX75001751889666501(c)(3)$7,000General Purpose
Hope Farm Inc
865 E Ramsey AveFort WorthTX76104752473753501(c)(3)$6,300General Purpose
Steve Stricker American Family Insurance Foundatio
6000 American Family PKWYMadisonWI53783460930746501(c)(3)$6,200General Purpose
Junior Achievement of Kentuckiana
1401 W Muhammad Ali BlvdLouisvilleKY40203610476694501(c)(3)$6,133General Purpose
Indianapolis Public Library Foundation
2450 N Meridian St PO Box 6134IndianapolisIN46206237016089501(c)(3)$6,000General Purpose
Old Dominion University Educational Foundation
4417 Monarch Way 4th FLNorfolkVA23510546052014501(c)(3)$6,000General Purpose
The Menil Collection
1515 Brandard StHoustonTX77006746045327501(c)(3)$6,000General Purpose
The Community Foundation of South Central Kentucky
PO Box 737Bowling GreenKY42101611284951501(c)(3)$5,680General Purpose
American Cancer Society
131788491501(c)(3)$5,450General Purpose
Hope Cottage
PO Box 140459DallasTX75214750800652501(c)(3)$5,350General Purpose
JDRF Dallas
8140 Walnut Hill Ln Ste 810DallasTX75231231907729501(c)(3)$5,200General Purpose
Mission Central Metroplex
740 E Pipeline RdHurstTX76053061709651501(c)(3)$5,100General Purpose
FieldValueIRS element (for citing)
Total501c3 Org63Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL GRANTS/DONATIONS ARE MADE TO 501(c)(3) ORGANIZATIONS. OFFICE FOUNDATION COMMITTEES HAVE TO VERIFY THAT THE ORGANIZATIONS THEY WANT TO DONATE TO ARE QUALIFIED 501(c)(3) ORGANIZATIONS. THEN THE COMMITTEES HAVE TO COMPLETE A FORM THAT INCLUDES THE ORGANIZATION'S NAME, FEIN, ADDRESS AND PURPOSE OF DONATION.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution38ContributionCnt
Noncash Contributions Rpt F990$239,263NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK MARKETMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, LINE 9:FormAndLineReferenceDesc
ExplanationTHE FORVIS FOUNDATION RECEIVED 38 STOCK CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part VI, Section A, Line 4:During the tax year, the Foundation updated its mission statement which is reflected on this Form 990. The Foundation also updated bylaws to reflect the name change from BKD Foundation to FORVIS Foundation.
PART VI, SECTION B, LINE 11b:The Form 990 reviewed and approved by the full board at a regularly scheduled board meeting prior to the filing of the Form 990.
PART VI, SECTION B, LINE 12c:Every voting board member signs a conflict of interest policy annually. This will help the foundation discover potential conflicts before they happen. If a conflict exists, then that BOD member is not allowed to participate in deliberations and decisions in the transaction related to the conflict. All of the BOD members are covered under this policy.
PART VI, SECTION B, LINE 15a & 15b:THESE INDIVIDUALS DO NOT RECEIVE COMPENSATION.
PART VI, SECTION C, LINE 19:THE ORGANIZATION WILL MAKE ALL DOCUMENTS AVAIVABLE TO THE PUBLIC THAT ARE REQUIRED BY LAW.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1910 E ST LOUIS ST STE 400AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65806ZIPCd
FieldValueIRS element (for citing)
EIN440160260EIN
Primary ActivitiesCPA FIRMPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeN/APredominantIncomeTypeTxt
Share Of Total Income$0ShareOfTotalIncomeAmt
Share Of EOY Assets$0ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
Ownership0.00000OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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