2023-11-15T15:01:58-05:00 2022-12-31 431109768 KPM CPAS PC 1445 E REPUBLIC RD SPRINGFIELD MO 65804 990 2022-01-01 300107007 SKAGGS FOUNDATION SKAG 4173488002 101 SKAGGS ROAD STE 404 BRANSON MO 65616 MEGHAN CONNELL PRESIDENT 4173396900 2023-11-15 true MEGHAN CONNELL 999009999 false BARBARA J HOUSER CPA P00227583 4178824300 2023-11-15 2022 2023-04-26 12:10:37Z MEGHAN CONNELL 101 SKAGGS ROAD STE 404 BRANSON MO 65616 14113826 false X WWW.SKAGGSFOUNDATION.ORG X 2002 MO SUPPORT AND ENCOURAGE THE HEALTH AND WELLNESS OF TANEY AND STONE COUNTY RESIDENTS. 14 14 3 27 0 289844 315104 142429 76520 7151262 1791109 -32312 -24401 7551223 2158332 2230111 1300129 0 225778 250957 0 109512 375992 394690 2831881 1945776 4719342 212556 49386738 40595653 551095 769786 48835643 39825867 X DEVELOP RELATIONSHIPS AND FINANCIAL RESOURCES THAT SUPPORT AND ENCOURAGE THE HEALTH AND WELLNESS OF TANEY AND STONE COUNTY RESIDENTS THROUGH THE PROGRAMS, PROJECTS AND SERVICES PROVIDED BY COMMUNITY INITIATIVES AND COX MEDICAL CENTER BRANSON. false false 615826 610196 SUPPORT AND ASSIST COX MEDICAL CENTER IN PROVIDING HIGH-QUALITY HEALTH CARE SERVICES. THE FOUNDATION PROVIDES SUPPORT FOR THE PURCHASE OF MEDICAL EQUIPMENT, CAPITAL IMPROVEMENTS, EMPLOYEE DEVELOPMENT AND ASSISTANCE, AND PATIENT SCHOLARSHIPS. 755294 663433 76520 SUPPORT COMMUNITY PROGRAMS, PROJECTS AND INITIATIVES THAT IMPROVE THE HEALTH AND WELLNESS OF TANEY AND STONE COUNTY RESIDENTS. 26500 26500 PROVIDE EDUCATIONAL SCHOLARSHIPS FOR STUDENTS PURSUING EDUCATION, CERTIFICATION AND DEGREES IN THE HEALTH CARE FIELD. THE FOUNDATION PROVIDED SCHOLARSHIPS TO 35 INDIVIDUALS. 1397620 true true false false false false false false false true true false false false true true true false false false false false false false true false false true true false false false false false false false false false true false false false false false false false false true X 2 0 3 true false false false false false true true false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false X THE ORGANIZATION 4173488002 101 SKAGGS ROAD STE 404 BRANSON MO 65616 MEGHAN CONNELL PRESIDENT 40.00 X 99721 0 12884 ROD ROMINE CHAIRMAN 3.00 X X 0 0 0 MATT TROKEY VICE CHAIRMA 3.00 X X 0 0 0 STEVE SCHERER SECRETARY/TR 3.00 X X 0 0 0 DR SUE HEAD DIRECTOR 2.00 X 0 0 0 WILLIAM MAHONEY DIRECTOR 2.00 X 0 0 0 DAVID TAYLOR DIRECTOR 2.00 X 0 0 0 DAVID ARNEY DIRECTOR 2.00 X 0 0 0 LINDA SPRAGUE DIRECTOR 2.00 X 0 0 0 DAVID STRONG THROUGH JULY 2022 DIRECTOR 2.00 X 0 0 0 KAREN HALL DIRECTOR 2.00 X 0 0 0 REBECCA ROBERTS DIRECTOR 2.00 X 0 0 0 DR BRIAN CLONTS DIRECTOR 2.00 X 0 0 0 BRAD SWOFFORD DIRECTOR 2.00 X 0 0 0 RANDY BRASHERS DIRECTOR 2.00 X 0 0 0 TRACY HAMILTON DIRECTOR 2.00 X 0 0 0 99721 12884 false false false 145271 169833 28669 315104 PROGRAM SERVICE INCOME 900099 76520 76520 76520 709530 709530 12679487 287367 11885275 794212 287367 1081579 1081579 45818 145271 70219 -24401 -24401 2158332 76520 1766708 1261189 1261189 38940 38940 112605 5630 22521 84454 116879 78962 30826 7091 5134 3681 1376 77 616 232 144 240 15723 5911 3663 6149 52065 52065 271832 271832 1000 1000 27057 25323 1734 4268 3305 963 8722 21 7056 1645 2332 2332 5226 5226 MEMBERSHIP AND DUES 18974 12359 6615 PROGRAM SUPPORT AND EXP 2054 2054 MISCELLANEOUS 1160 616 544 1945776 1397620 438644 109512 166675 76334 500270 858467 10000 6500 10158 8706 54287 29871 26749 24416 48672886 39621230 49386738 40595653 49521 42430 450793 685109 19000 20000 31781 22247 551095 769786 X 6186317 5070084 42649326 34755783 48835643 39825867 49386738 40595653 212556 -9222332 X false true X true false X 393908 272372 260145 289844 315104 1531373 393908 272372 260145 289844 315104 1531373 1531373 535764 1314970 1076309 740796 709530 4377369 1100 1100 5909842 435201 0.25910 0.24090 X THE ORGANIZATION MEETS THE 10%-FACTS-AND-CIRCUMSTANCES TEST FOR 2022 BASED ON THE FOLLOWING FACTORS: 1. IN 2022, 26.15% OF SUPPORT WAS FROM THE GENERAL PUBLIC. THIS IS WELL ABOVE THE 10% TEST AND VERY CLOSE TO MEETING THE 33 1/3% TEST. 2. THE ORGANIZATION HAS BEEN IN EXISTENCE FOR 20 YEARS AND HAS A LONG HISTORY OF MAINTAINING REGULAR FUNDRAISING ACTIVITIES TO SOLICIT FUNDS FROM THE PUBLIC. THE GOLF TOURNAMENT AND SKAGGS BASH ARE WELL ESTABLISHED IN THE COMMUNITY AND VERY WELL ATTENDED ANNUALLY. THE ORGANIZATION IS NOT FUNDED BY ONE FAMILY OR A GROUP OF FAMILY MEMBERS. 3. A LARGE PERCENTAGE OF THE ORGANIZATION'S SUPPORT COMES FROM INVESTMENT INCOME FROM ITS ENDOWMENT FUNDS. THESE FUNDS WERE ORIGINALLY CONTRIBUTED BY OTHER PUBLICALLY SUPPORTED ENTITIES AND THE GENERAL PUBLIC WHICH IS FURTHER EVIDENCE THAT THE ORGANIZATION IS PUBLICLY SUPPORTED. 4. THE ORGANIZATION'S GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, RATHER THAN THE PRIVATE INTERESTS OF A SMALL NUMBER OF DONORS. THE GOVERNING BODY INCLUDES MEMBERS WHO ARE COMMUNITY LEADERS AS WELL AS PEOPLE HAVING SPECALIZED KNOWLEDGE IN THE MEDICAL FIELD AND HEALTH AND WELLNESS NEEDS OF THE COMMUNITY. PART II, LINE 17A THE ORGANIZATION MEETS THE 10%-FACTS-AND-CIRCUMSTANCES TEST FOR 2022 BASED ON THE FOLLOWING FACTORS: 1. IN 2022, 26.15% OF SUPPORT WAS FROM THE GENERAL PUBLIC. THIS IS WELL ABOVE THE 10% TEST AND VERY CLOSE TO MEETING THE 33 1/3% TEST. 2. THE ORGANIZATION HAS BEEN IN EXISTENCE FOR 20 YEARS AND HAS A LONG HISTORY OF MAINTAINING REGULAR FUNDRAISING ACTIVITIES TO SOLICIT FUNDS FROM THE PUBLIC. THE GOLF TOURNAMENT AND SKAGGS BASH ARE WELL ESTABLISHED IN THE COMMUNITY AND VERY WELL ATTENDED ANNUALLY. THE ORGANIZATION IS NOT FUNDED BY ONE FAMILY OR A GROUP OF FAMILY MEMBERS. 3. A LARGE PERCENTAGE OF THE ORGANIZATION'S SUPPORT COMES FROM INVESTMENT INCOME FROM ITS ENDOWMENT FUNDS. THESE FUNDS WERE ORIGINALLY CONTRIBUTED BY OTHER PUBLICALLY SUPPORTED ENTITIES AND THE GENERAL PUBLIC WHICH IS FURTHER EVIDENCE THAT THE ORGANIZATION IS PUBLICLY SUPPORTED. 4. THE ORGANIZATION'S GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, RATHER THAN THE PRIVATE INTERESTS OF A SMALL NUMBER OF DONORS. THE GOVERNING BODY INCLUDES MEMBERS WHO ARE COMMUNITY LEADERS AS WELL AS PEOPLE HAVING SPECALIZED KNOWLEDGE IN THE MEDICAL FIELD AND HEALTH AND WELLNESS NEEDS OF THE COMMUNITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42887768 -6485396 1103209 246011 35053152 38939768 902 5512948 1304710 261140 42887768 40870185 136823 4665875 6517844 215271 38939768 37750928 984 7013888 3681102 214516 40870185 39048873 2218325 -2425052 851251 2749 237218 37750928 0.72760 0.25420 0.01820 true false AGENCY FUNDS 22247 22247 X -7335832 -9222332 -9222332 1886500 271832 271832 2158332 1673944 1673944 271832 271832 1945776 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION INTENDS TO USE THE FUNDS TO CARRYOUT THE ORGANIZATION'S MISSION. SCHEDULE D, PAGE 3, PART X THE FOUNDATION'S POLICY WITH RESPECT TO EVALUATING UNCERTAIN TAX POSITIONS IS BASED UPON WHETHER MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THE UNCERTAIN TAX POSITIONS WILL BE SUSTAINED UPON REVIEW BY THE TAXING AUTHORITIES, THEN THE FOUNDATION SHALL INITIALLY AND SUBSEQUENTLY MEASURE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE TAX POSITIONS MUST MEET THE MORE-LIKELY- THAN-NOT RECOGNITION THRESHOLD WITH CONSIDERATION GIVEN TO THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON SETTLEMENT USING THE FACTS, CIRCUMSTANCES AND INFORMATION AT THE REPORTING DATE. THE FOUNDATION WILL REFLECT ONLY THE PORTION OF THE TAX BENEFIT THAT WILL BE SUSTAINED UPON RESOLUTION OF THE POSITION AND APPLICABLE INTEREST ON THE PORTION OF THE TAX BENEFIT NOT RECOGNIZED. BASED UPON MANAGEMENTS ASSESSMENT, THERE ARE NO UNCERTAIN TAX POSITIONS EXPECTED TO HAVE A MATERIAL IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. BASH 125208 98848 26360 30245 15366 1463 14862 GOLF TOURNAMENT 65315 45857 19458 600 3867 692 2399 190523 144705 45818 30845 19233 692 1463 17261 69494 -23676 true BRANSON SCHOOL DISTRICT 1756 BEE CREEK RD BRANSON MO 65616 446004953 501C3 49857 MENTAL HEALTH, CENTS BURRELL BEHAVIORAL HEALTH INC 1300 E BRADFORD PARKWAY SPRINGFIELD MO 65804 431081715 501C3 160000 MENTAL HEALTH SVCS COX MEDICAL CENTER BRANSON PO BOX 650 BRANSON MO 65615 440584290 501C3 597756 SPECIAL PROJECTS FAITH COMMUNITY HEALTH CENTER 610 SOUTH 6TH ST BRANSON MO 65616 943467834 501C3 240000 AFFORDABLE CARE FORDLAND CLINICTRI LAKES COMMUNITY 1059 BARTON DR FORDLAND MO 65652 431791656 501C3 50000 DENTAL SERVICES FORSYTH SCHOOL DISTRICT 178 PANTHER RD FORSYTH MO 65653 125247510 GOV 32622 HEALTHY KIDS PROGRAM KIRBYVILLE SHOOL DISTRICT 6225 E STATE HWY 76 KIRBYVILLE MO 65679 446004955 GOV 17077 HEALTHY KIDS PROGRAM SENIOR AGE AREA AGENCY ON AGING 1735 S FORT AVE SPRINGFIELD MO 65807 431018538 501C3 10000 ACCESS TO CARE 8 EDUCATIONAL SCHOLARSHIPS 35 26500 COX EMPLOYEE ASSISTANCE 18 12440 SCHEDULE I, PAGE 1, PART I, LINE 2 COMMUNITY GRANT FUNDS ARE MONITORED BY THE FOUNDATION'S GRANTS COMMITTEE AND BOARD MEMBERS TO ENSURE THAT FUNDS ARE BEING PROPERLY UTILIZED. GRANTEES SUBMIT QUARTERLY REPORTS SHOWING HOW MONIES ARE SPENT. SCHOLARSHIP FUNDS ARE MONITORED BY THE FOUNDATION'S EMPLOYEES AND BOARD MEMBERS. THE SCHOOL(S) VERIFY(IES) THE STUDENTS ATTENDANCE. STUDENTS ARE REQUIRED TO REFUND ANY UNUSED MONIES. OTHER FUNDS USED TO SUPPORT INDIVIDUALS ARE MONITORED BY THE FOUNDATION'S EMPLOYEES AND BOARD MEMBERS. FUNDS MAYBE DISTRIBUTED TO COX MEDICAL CENTER EMPLOYEES AND DOCUMENTATION IS MAINTAINED FOR HOW THE ASSISTANCE IS SPENT. X AUCTION ITEMS 102 28669 FAIR MARKET VALUE false false false SCHEDULE M, PAGE 2, PART II PART I COLUMN B REPORTS THE NUMBER OF CONTRIBUTIONS. FORM 990 - ORGANIZATION'S MISSION DEVELOP RELATIONSHIPS AND FINANCIAL RESOURCES THAT SUPPORT AND ENCOURAGE THE HEALTH AND WELLNESS OF TANEY AND STONE COUNTY RESIDENTS THROUGH THE PROGRAMS, PROJECTS AND SERVICES PROVIDED BY COMMUNITY INITIATIVES AND COX MEDICAL CENTER BRANSON. FORM 990, PART V LINE 2 EXPLANATION: THE ORGANIZATION HAS AN ARRANGEMENT WITH LESTER E COX MEDICAL CENTER WHEREBY LESTER E COX COMPENSATES AND PROVIDES BENEFITS FOR THE ORGANIZATION'S EMPLOYEES, BUT THE ORGANIZATION REIMBURSES LESTER E COX FOR THE COSTS OF ITS EMPLOYEES PAYROLL, BENEFITS AND PAYROLL TAXES. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS EMPLOYEES AND BOARD OF DIRECTOR MEMBERS. FOR EMPLOYEES, IT IS MONITORED AND ENFORCED THROUGH A THIRD PARTY COMPLIANCE HOTLINE, GLOBAL COMPLIANCE. WHEN A COMPLIANCE ISSUE IS RECEIVED, IT IS INVESTIGATED FOLLOWING POLICY GUIDELINES. FOR BOARD MEMBERS, THEY ARE ASKED ANNUALLY TO DISCLOSE ANY POSSIBLE CONFLICTS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING ANY CONFLICTS DISCLOSED. FORM 990, PAGE 6, PART VI, LINE 15A ANNUALLY SALARIES AND PAY RATES ARE RESEARCHED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION PAID TO ALL EMPLOYEES IS COMPARED TO COMPENSATION PAID TO EMPLOYEES OF OTHER ORGANIZATIONS IN SIMILAR POSITIONS FOR REASONABLENESS. THE ORGANIZATION USES, AMONG OTHERS, COX MEDICAL CENTER'S PAY MATRIX FOR COMPARABLE COMPENSATION. THE BOARD APROVES THE SALARIES OF ALL EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT EACH BOARD MEETING AND UPON REQUEST.