2022-10-19T09:46:54-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 12721 METCALF AVENUE SUITE 104 OVERLAND PARK KS 66213 990 2021-01-01 462845781 CONVOY OF HOPE FOUNDATION CONV 4178238998 1 CONVOY DRIVE SPRINGFIELD MO 65804 KREGG HOOD CHIEF BUSINESS OFFICER 4178238998 2022-10-18 1 KREGG HOOD 999009999 GREG SULLIVAN P01259107 9134916655 2022-10-18 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z HAL DONALDSON 1 CONVOY DRIVE SPRINGFIELD MO 65804 196312 0 X N/A X 2013 DE TO SUPPORT CONVOY OF HOPE AND OTHER CHARITABLE ORGANIZATIONS WITHIN ITS SUPPORTED CLASS. 4 4 0 0 0 0 2491691 194683 0 0 7469 -43091 0 0 2499160 151592 333300 49018 0 0 0 0 70000 55000 55000 83183 193337 486483 297355 2012677 -145763 5353801 5269335 0 994 5353801 5268341 X CONVOY OF HOPE FOUNDATION WAS FORMED TO SUPPORT CONVOY OF HOPE, A 501(C)(3) ORGANIZATION, AND OTHER CHARITABLE ORGANIZATIONS IN ITS SUPPORTED CLASS. THE FOUNDATION MAKES GRANTS TO CONVOY OF HOPE AND OTHER EXEMPT 501(C)(3) ORGANIZATIONS WITHIN THE SUPPORTED CLASS TO SUPPORT THEIR EXEMPT PURPOSES. THE FOUNDATION WILL MAINTAIN RECORDS TO ACCOUNT FOR ALL CONTRIBUTIONS MADE BY THE FOUNDATION AND THE DISTRIBUTION OF GRANTS TO THE SUPPORTED ORGANIZATIONS. 0 0 49018 49018 DURING FISCAL YEAR 2021, CONVOY OF HOPE FOUNDATION MAINTAINED ONE PERMANENT ENDOWMENT AND EIGHT DONOR ADVISED FUNDS. THE FOUNDATION SUPPORTED CONVOY OF HOPE THROUGH ITS DONOR ADVISED FUND PROGRAM. 49018 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 DE X KREGG HOOD 4178238998 1 CONVOY DRIVE SPRINGFIELD MO 65804 COH CORPORATION TRUSTEE 0.00 X 0 0 0 HAL DONALDSON PRESIDENT & CEO 1.00 41.00 X 0 390607 76748 KREGG HOOD SENIOR VP & CBO 1.00 40.00 X 0 230448 15922 KEITH BOUCHER SENIOR VP & ECOS 1.00 40.00 X 0 275151 45567 RICK WAGGONER VP & CHIEF DEVELOPMENT OFF 1.00 40.00 X 0 288833 23566 0 1185039 161803 0 0 1 0 0 146683 48000 194683 1629 1629 44720 -44720 -44720 -44720 151592 0 0 -43091 X 49018 49018 2247 2247 1838 1838 55000 55000 185316 185316 25 25 OTHER 3750 3750 TAXES 161 161 297355 49018 193337 55000 184258 2897254 1822915 1656109 2943522 377462 208295 507677 25644 0 5353801 5269335 0 994 0 994 X 5170317 5084857 183484 183484 5353801 5268341 5353801 5269335 -145763 60303 0 X 0 1 X 1 0 X X X 1 CONVOY OF HOPE 680051386 7 1 48000 0 1 48000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 SCHEDULE A, PAGE 5, SECTION B, LINE 2 CONVOY OF HOPE FOUNDATION WAS FORMED TO SUPPORT CONVOY OF HOPE, A 501(C)(3) ORGANIZATION, AND OTHER CHARITABLE ORGANIZATIONS IN ITS SUPPORTED CLASS. THE FOUNDATION MAKES GRANTS TO CONVOY OF HOPE AND OTHER EXEMPT 501(C)(3) ORGANIZATIONS WITHIN THE SUPPORTED CLASS TO SUPPORT THEIR EXEMPT PURPOSES. THE FOUNDATION WILL MAINTAIN RECORDS TO ACCOUNT FOR ALL CONTRIBUTIONS MADE BY THE FOUNDATION AND THE DISTRIBUTION OF GRANTS TO THE SUPPORTED ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 48000 0 2075024 1 1 183484 183484 183484 183484 183484 183484 183484 183484 133484 50000 183484 0 0 0 DONOR ADVISED FUNDS 507677 C 507677 X PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO FUND CONVOY OF HOPE, A RELATED ORGANIZATION, FAR INTO THE FUTURE. FUNDS ARE INVESTED FOR GROWTH WITH THE INTENT OF PROVIDING SUPPORT TO CONVOY OF HOPE THROUGH AN ANNUAL ENDOWMENT PAYOUT. PART X, LINE 2: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART V, LINE 4 INTEDED USE OF ENDOWMENT FUNDS: ENDOWMENT FUNDS ARE INTENDED TO FUND CONVOY OF HOPE, A RELATED ORGANIZATION, FAR INTO THE FUTURE. FUNDS ARE INVESTED FOR GROWTH WITH THE INTENT OF PROVIDING SUPPORT TO CONVOY OF HOPE THROUGH AN ANNUAL ENDOWMENT PAYOUT. 1 VISION WHEEL LLC PO BOX 1750 DAVIDSON NC 280361750 CONSULTING FOR FUNDRAISING 0 0 55000 -55000 55000 -55000 1 CONOY OF HOPE 1 CONVOY DRIVE SPRINGFIELD MO 65804 680051386 501(C)(3) 49018 0 TRANSFER OF RELATED COMPANY FUNDS FOR OPERATIONAL SUPPORT 1 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE CONVOY OF HOPE FOUNDATION PHILANTHROPY PERSONNEL SCREEN RECIPIENTS TO ENSURE GRANTS ARE MADE ONLY TO QUALIFIED CHARITABLE ORGANIZATIONS BEFORE GRANTS ARE AWARDED. THE RECEIPT OF FUNDS IS CONFIRMED VIA RECEIPT BY THE GRANTEE AND USE OF FUNDS IS INFORMALLY MONITORED. 0 0 0 0 0 0 0 0 0 HAL DONALDSON PRESIDENT & CEO 0 284172 0 70200 0 36235 0 0 0 76748 0 467355 0 0 KEITH BOUCHER SENIOR VP & ECOS 0 219951 0 55200 0 0 0 30080 0 15487 0 320718 0 0 RICK WAGGONER VP & CHIEF DEVELOPMENT OFF 0 226353 0 60200 0 2280 0 0 0 23566 0 312399 0 0 KREGG HOOD SENIOR VP & CBO 0 209748 0 20200 0 500 0 0 0 15922 0 246370 0 0 PART I, LINE 3 CEO COMPENSATION: CONVOY OF HOPE, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: - COMPENSATION COMMITTEE - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 ALL OFFICERS HAVE A BUSINESS RELATIONSHIP THAT IS AN EMPLOYER/EMPLOYEE RELATIONSHIP AT CONVOY OF HOPE, A RELATED 501(C)(3) TAX EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A OTHER PERSONS WHO HAVE THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY: CONVOY OF HOPE, A RELATED ORGANIZATION, HAS THE POWER TO ELECT, APPOINT, OR REMOVE ANY TRUSTEES TO THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY CONVOY OF HOPE'S FINANCE DEPARTMENT. THE INITIAL REVIEW OF THE INTERNAL REVENUE SERVICE FORM 990 IS COMPLETED BY THE CONVOY OF HOPE FOUNDATION'S BOARD. UPON APPROVAL OF THE FOUNDATION BOD, THE FORM 990 SHALL BE PRESENTED TO THE CONVOY OF HOPE AUDIT COMMITTEE ALONG WITH A RECOMMENDATION FROM THE CHIEF BUSINESS OFFICER AND FOUNDATION BOARD CHAIRMAN FOR APPROVAL OF THE FORM 990 FOR FILING WITH THE IRS. A FORMAL FOUNDATION BOARD AND/OR CONVOY OF HOPE AUDIT COMMITTEE RESOLUTION IS NOT REQUIRED IN ORDER FOR THE 990 TO BE FILED, PROVIDED THAT EACH RESPECTIVE BOARD MEMBER HAS BEEN PROVIDED A COPY OF THE REPORT PRIOR TO FILING AND IS IN ACCORDANCE WITH THE REQUIREMENTS FOR ACTION BY THE FOUNDATION BOARD AND RECORDED IN THE MINUTES. TRUSTEES ARE ASKED TO REVIEW THE RETURN INDIVIDUALLY AND TO CONTACT THE PREPARER WITH ANY QUESTIONS OR CONCERNS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ANNUALLY, EACH DECISION MAKER (E.G. DIRECTORS, OFFICERS, AND OTHER EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF THE ORGANIZATION OR ITS BOARD, OR MAKE COMMITMENTS ON THEIR BEHALF) IS REQUIRED TO COMPLETE THE ANNUAL CONFLICTS OF INTEREST QUESTIONNAIRE CONFIRMING THAT ALL CONFLICTS AND POTENTIAL CONFLICTS EXISTING DURING THE PRIOR YEAR, OR CURRENTLY EXISTING, HAVE BEEN DISCLOSED. THE ORGANIZATION'S FINANCE/COMPLIANCE DEPARTMENT COMPILES, SUMMARIZES, AND REPORTS ON THE TOTAL CONFLICT OF INTEREST QUESTIONNAIRES ISSUED AND COMPLETED, AS WELL AS A SUMMARY OF POSSIBLE CONFLICTS. THE REPORTING IS REVIEWED BY THE ORGANIZATION'S PRESIDENT AND BOARD CHAIRMAN TO DETERMINE WHETHER THE REPORTED TRANSACTION AND/OR OTHER CONFLICTING RELATIONSHIP IS JUST, FAIR, AND REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: CONVOY OF HOPE'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE FOUNDATION'S FORM 990, THE CONFLICT OF INTEREST POLICIES AND OTHER GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 185,316. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,316. OZARK NN LAND LLC 330 S PATTERSON SPRINGFIELD MO 65802 HOLDING CO MO 0 0 COH FDN CONVOY OF HOPE 330 S PATTERSON AVE SPRINGFIELD MO 65802 680051386 MISSIONS CA 501(C) (3) 7 N/A 0 COH CORPORATION INC 330 S PATTERSON AVE SPRINGFIELD MO 65802 462840126 SUPPORT DE 501(C) (3) 12 A I COH 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1