FORVIS MAZARS FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FORVIS MAZARS FOUNDATION (EIN 43-1866948)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-03-19
- IRS object ID
- 202530789349300308
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-19T07:14:19+00:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431866948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORV | BusinessNameControlTxt |
| Phone | 4178317283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E St Louis Street Suite 400 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy Bibby | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-03-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amy Bibby | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E St Louis Street Suite 400 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,898,718 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | n/a | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | Support other 501(c)(3) organizations. Donations are made to qualified religious, charitable, scientific & education institutions qualified under Section 501(c)(3) of the Internal Revenue Code. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,729,473 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,409,541 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $122,126 | PYInvestmentIncomeAmt |
| CY Investment Income | $274,276 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,851,599 | PYTotalRevenueAmt |
| CY Total Revenue | $3,683,817 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,204,412 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,786,734 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,640 | PYOtherExpensesAmt |
| CY Other Expenses | $2,580 | CYOtherExpensesAmt |
| PY Total Expenses | $2,213,052 | PYTotalExpensesAmt |
| CY Total Expenses | $1,789,314 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $638,547 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,894,503 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,310,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,213,521 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,310,546 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,213,521 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To help the communities we serve unlock their full potential. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,786,734 | ExpenseAmt |
| Grant | $1,786,734 | GrantAmt |
| Desc | The Forvis Mazars Foundation is Forvis Mazars' charitable arm. It aims to enrich the communities we serve through financial donations and volunteerism. The Foundation supports nonprofit organizations of all types and sizes. The Forvis Mazars Foundation, through its legacy firms, has a long history, contributing over $30 million to date. In FYE 2024, $1,786,734 of grants were given to support the Foundation's mission. | Desc |
| Total Program Service Expenses | $1,786,734 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amy Bibby | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8282365797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E St Louis St Ste 400 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Amy Bibby | |||||||
| President | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kevin Price | |||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Nicole Fishback | |||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tammy Rivera | |||||||
| Vice President | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Barry Davis | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Kent Satterfield | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Lori Haley | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Michael G Wolfe | |||||||
| Board Member | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,409,541 | AllOtherContributionsAmt |
| Noncash Contributions | $214,901 | NoncashContributionsAmt |
| Total Contributions | $3,409,541 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $272,206 | TotalRevenueColumnAmt |
| Exclusion | $272,206 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $216,971 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $214,901 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,070 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,070 | TotalRevenueColumnAmt |
| Exclusion | $2,070 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,683,817 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $274,276 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,786,734 | TotalAmt |
| Program Services | $1,786,734 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc Expense and Wire Fees | Desc |
| Total | $2,580 | TotalAmt |
| Management And General | $2,580 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,789,314 | TotalAmt |
| Program Services | $1,786,734 | ProgramServicesAmt |
| Management And General | $2,580 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,295,546 | BOYAmt |
| EOY | $6,198,521 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,310,546 | BOYAmt |
| EOY | $6,213,521 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,310,546 | BOYAmt |
| EOY | $6,213,521 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,310,546 | BOYAmt |
| EOY | $6,213,521 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,310,546 | BOYAmt |
| EOY | $6,213,521 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,894,503 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $8,472 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,513,185 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,640,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,888,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,729,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,409,541 | CurrentTaxYearAmt |
| Total | $12,180,966 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,513,185 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,640,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,888,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,729,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,409,541 | CurrentTaxYearAmt |
| Total | $12,180,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,180,966 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$2,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $272,206 | CurrentTaxYearAmt |
| Total | $425,796 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,606,762 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9662 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9816 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (72 entries)
| Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|
| University of Nebraska Foundation | |||
| 470379839 | 501(c)(3) | $180,000 | Education |
| Riley Children's Foundation | |||
| 350868147 | 501(c)(3) | $80,000 | General Purpose |
| American Heart Association | |||
| 135613797 | 501(c)(3) | $51,720 | Health & Wellness |
| The First Tee of Greater Dallas | |||
| 752602809 | 501(c)(3) | $50,000 | General Purpose |
| Juvenile Diabetes Research Foundation | |||
| 231907729 | 501(c)(3) | $38,000 | Health & Wellness |
| American Red Cross | |||
| 530196605 | 501(c)(3) | $30,500 | General Purpose |
| Kids Meals Inc | |||
| 760330447 | 501(c)(3) | $25,000 | Food Security |
| North Kansas City Hospital | |||
| 446005747 | 501(c)(3) | $25,000 | Health & Wellness |
| Houston Livestock Show and Rodeo | |||
| 741142851 | 501(c)(3) | $25,000 | Education |
| Collaborative of Children | |||
| 760228065 | 501(c)(3) | $25,000 | General Purpose |
| Community Partnership of the Ozarks | |||
| 431830026 | 501(c)(3) | $25,000 | General Purpose |
| Ronald McDonald House Charities of Arkansas | |||
| 710525252 | 501(c)(3) | $22,340 | General Purpose |
| Kiwanis Club of North Springfield | |||
| 931556181 | 501(c)(3) | $20,384 | General Purpose |
| Lake Country Soccer | |||
| 431387805 | 501(c)(3) | $20,000 | General Purpose |
| 500 Festival Foundation | |||
| 351961814 | 501(c)(3) | $17,500 | General Purpose |
| Evangel University of the Assemblies of God | |||
| 440589787 | 501(c)(3) | $16,100 | Education |
| United Way of Central Oklahoma Inc | |||
| 730589829 | 501(c)(3) | $16,048 | General Purpose |
| Junior Achievement of Arkansas | |||
| 710658775 | 501(c)(3) | $15,268 | General Purpose |
| Doula Foundation of Mid-America | |||
| 300046369 | 501(c)(3) | $15,000 | Health & Wellness |
| Regional Business Council | |||
| 431913803 | 501(c)(3) | $15,000 | General Purpose |
| Indianapolis Zoo | |||
| 351074747 | 501(c)(3) | $15,000 | General Purpose |
| Arthritis Foundation | |||
| 581341679 | 501(c)(3) | $15,000 | General Purpose |
| Junior Achievement of Central Indiana Inc | |||
| 841267604 | 501(c)(3) | $15,000 | General Purpose |
| Greater Kansas City Sports Foundation | |||
| 431530518 | 501(c)(3) | $14,006 | General Purpose |
| Turning Pointe Autism Foundation | |||
| 261286022 | 501(c)(3) | $13,400 | General Purpose |
| Mission Central Metroplex | |||
| 061709651 | 501(c)(3) | $13,100 | General Purpose |
| Prevent Blindness Texas | |||
| 746075105 | 501(c)(3) | $12,675 | Health & Wellness |
| Boys & Girls Clubs of Greater Kansas City | |||
| 436072065 | 501(c)(3) | $11,500 | General Purpose |
| First Tee South Central Wisconsin | |||
| 205779146 | 501(c)(3) | $11,000 | Capital Campaign |
| 24 Hour Dallas | |||
| 850892618 | 501(c)(3) | $10,470 | General Purpose |
| Boys & Girls Club of Fort Wayne Inc | |||
| 351778767 | 501(c)(3) | $10,000 | General Purpose |
| Big Brothers Big Sisters Kansas City | |||
| 436068464 | 501(c)(3) | $10,000 | Health & Wellness |
| The Periwinkle Foundation | |||
| 760093914 | 501(c)(3) | $10,000 | Health & Wellness |
| Mercy Health Foundation Springfield | |||
| 320195818 | 501(c)(3) | $10,000 | Health & Wellness |
| Creative Learning Alliance | |||
| 825165061 | 501(c)(3) | $10,000 | Education |
| Convoy of Hope | |||
| 680051386 | 501(c)(3) | $10,000 | Health & Wellness |
| The Lincoln Academy of Illinois | |||
| 366127397 | 501(c)(3) | $10,000 | Education |
| Big Brothers Big Sisters | |||
| 351271943 | 501(c)(3) | $10,000 | General Purpose |
| Gardopia Gardens | |||
| 474927209 | 501(c)(3) | $10,000 | General Purpose |
| Big Brothers Big Sisters - Lone Star Central Office | |||
| 750800632 | 501(c)(3) | $10,000 | Health & Wellness |
| Easterseals Arkansas | |||
| 710123680 | 501(c)(3) | $10,000 | General Purpose |
| Watershed Committee of the Ozarks Inc | |||
| 431531628 | 501(c)(3) | $10,000 | Health & Wellness |
| University of Oklahoma Foundation Inc | |||
| 736091755 | 501(c)(3) | $10,000 | Education |
| Tiffin University | |||
| 344427516 | 501(c)(3) | $10,000 | Education |
| Susan G Komen | |||
| 751835298 | 501(c)(3) | $10,000 | Health & Wellness |
| Make-A-Wish of Nebraska | |||
| 470671096 | 501(c)(3) | $9,923 | General Purpose |
| Children's Protection Center | |||
| 261086937 | 501(c)(3) | $8,950 | Health & Wellness |
| Tulsa Ballet | |||
| 730667485 | 501(c)(3) | $8,800 | General Purpose |
| Speed Art Museum | |||
| 610444823 | 501(c)(3) | $8,000 | General Purpose |
| Ronald McDonald House Charities of Arkoma | |||
| 731563945 | 501(c)(3) | $7,900 | Health & Wellness |
| Big Shoulders Fund | |||
| 363490557 | 501(c)(3) | $7,728 | General Purpose |
| United Way of South Central Kentucky | |||
| 237169364 | 501(c)(3) | $7,500 | General Purpose |
| Sister Cities Association of Springfield Missouri | |||
| 431363524 | 501(c)(3) | $7,500 | General Purpose |
| University of Kansas Health System | |||
| 480547734 | 501(c)(3) | $7,410 | Health & Wellness |
| Center for Courageous Kids | |||
| 201789905 | 501(c)(3) | $6,972 | General Purpose |
| Ladder Up | |||
| 364070692 | 501(c)(3) | $6,760 | General Purpose |
| Centers of Youth & Families | |||
| 710415350 | 501(c)(3) | $6,500 | General Purpose |
| Potluck Food Rescue | |||
| 710709327 | 501(c)(3) | $6,375 | General Purpose |
| Junior Achievement of Dallas | |||
| 750881589 | 501(c)(3) | $6,000 | General Purpose |
| Girls on the Run | |||
| 273619254 | 501(c)(3) | $6,000 | Health & Wellness |
| Indianapolis Public Library Foundation | |||
| 237016089 | 501(c)(3) | $6,000 | Education |
| Hands For Hearts | |||
| 471579180 | 501(c)(3) | $6,000 | Health & Wellness |
| Hope Farm Inc | |||
| 752473753 | 501(c)(3) | $5,800 | Education |
| Junior Achievement of Kentuckiana | |||
| 610476694 | 501(c)(3) | $5,600 | Education |
| Hope Cottage | |||
| 750800652 | 501(c)(3) | $5,550 | General Purpose |
| After-School Opportunity Lab | |||
| 883957869 | 501(c)(3) | $5,500 | Education |
| Lowcountry Food Bank | |||
| 570751835 | 501(c)(3) | $5,500 | Food Security |
| United Way of the Ozarks | |||
| 440552047 | 501(c)(3) | $5,488 | General Purpose |
| The Buddy Fund | |||
| 237024008 | 501(c)(3) | $5,400 | General Purpose |
| Dallas Spark | |||
| 272797033 | 501(c)(3) | $5,350 | General Purpose |
| International Institute | |||
| 430652640 | 501(c)(3) | $5,250 | General Purpose |
| Make a Wish Foundation | |||
| 640730362 | 501(c)(3) | $5,179 | Health & Wellness |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 72 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | All grants/donations are made to 501(c)(3) public charities. Office Foundation committees verify that the donee organizations are qualified 501(c)(3) organizations whose operations are in furtherance of the Foundation's mission. The Committees then complete a form including all name, FEIN, address, and purpose of the donation. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $214,901 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - The Foundation received 34 stock contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 4 Significant changes to organizational documents | The Foundation changed its name to Forvis Mazars Foundation. Attached are Missouri Secretary of State filings effectuating the name change. Bylaws were also updated. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 is reviewed and approved by the full board at a regularly scheduled board meeting prior to the filing of the form 990. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Every voting board member reviews and signs a Conflict of Interest Policy annually. This assist the Foundation with discovering any potential conflicts. If a conflict exists, then that board member is recused from deliberations and decisions related to the conflict of interest. All board members are covered under this policy. |
| Form 990, Part VI, Line 19 Required documents available to the public | The Foundation makes these documents available upon request that are required by law. |
| Part VI, Section B, LIne 15a & 15b | Board members and officers do no not receive compensation. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E St Louis St Suite 400 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440160260 | EIN |
| Primary Activities | Public Accounting | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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