2025-11-17T15:28:16-06:00 2024-12-31 431109768 KPM CPAS PC 1445 E REPUBLIC ROAD SPRINGFIELD MO 65804 990 2024-01-01 431525122 OZARK GREENWAYS INC OZAR 4175014674 PO BOX 50733 SPRINGFIELD MO 65805 BEN TEGELER EXECUTIVE DIRECTOR 4175014674 2025-11-17 1 1 BARBARA J HOUSER CPA P00227583 4178824300 2025-11-17 2024 2025-03-06 01:10:19Z BEN TEGELER 650 N BOONVILLE 201 SPRINGFIELD MO 65806 665938 0 X OZARKGREENWAYS.ORG X 1988 MO TO BUILD A TRAIL SYSTEM THAT CONNECTS AND ENHANCES OUR COMMUNITY 12 12 6 1210 0 0 1284920 584203 0 0 60120 44522 -4669 15836 1340371 644561 0 0 0 0 275104 251940 0 0 64838 999013 423304 1274117 675244 66254 -30683 2971934 3102571 1890 636 2970044 3101935 SERVE THE SPRINGFIELD AREA BY BUILDING A TRAIL SYSTEM THAT CONNECTS AND ENHANCES OUR COMMUNITY. ADDITIONAL FUNCTIONS INCLUDE EDUCATION ON ACTIVE TRANSPORTATION AND URBAN TREE CANOPY ENHANCEMENT AND SERVING AS A LAND TRUST FOR CONSERVATIONAL PURPOSES. 0 0 506450 WE ARE THE DRIVING FORCE BEHIND A 200+ MILE PLANNED SYSTEM OF MULTI-USE TRAILS, A DYNAMIC NETWORK OF CONNECTED STREAMS, PARKS, BUSINESSES, AND NEIGHBORHOODS. TRAILS ARE RECREATION, TRANSPORTATION INFRASTRUCTURE, TOURISM DESTINATIONS, AND QUALITY-OF-LIFE NECESSITIES. MOST IMPORTANTLY, TRAILS CONNECT PEOPLE TO OUR BEAUTIFUL OUTDOORS, EACH OTHER, AND TO THE PLACES THEY WANT TO GO. THERE ARE CURRENTLY 110 MILES OF TRAILS (PAVED, UNPAVED, CONVERTED RAIL-LINE, AND WATER) THAT COMPRISE THE REGIONAL TRAIL SYSTEM. WE ARE THE LEADERS OF UNPAVED TRAIL STEWARDSHIP, LEVERAGE VOLUNTEER SERVICE HOURS, SERVE AS A LAND TRUST TO CONSERVE AND PRESERVE OUR BEAUTIFUL OZARKS THROUGH CONSERVATION EASEMENTS, AND CONVENE PUBLIC AND PRIVATE PARTNERS TO CO-CREATE OUR REGION'S ROBUST TRAIL SYSTEM. 506450 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 4175014674 650 N BOONVILLE AVE STE 201 SPRINGFIELD MO 65806 KRISTA SHURTZ PRESIDENT 2.00 0.00 X X 0 0 0 DANNY PERCHES VICE PRESIDENT 2.00 0.00 X X 0 0 0 ANGELA BLEVINS SECRETARY 2.00 0.00 X X 0 0 0 CHRISTINA ANGLE TREASURER 2.00 0.00 X X 0 0 0 JAMES JEFFRIES THROUGH 224 PAST SECRETARY 2.00 0.00 X X 0 0 0 MATT MORRIS PAST PRESIDENT 2.00 0.00 X 0 0 0 JARED DAVIS BOARD MEMBER 2.00 0.00 X 0 0 0 RYAN DEBOEF BOARD MEMBER 2.00 0.00 X 0 0 0 BRYAN WILLIAMS BOARD MEMBER 2.00 0.00 X 0 0 0 LARISSA JOHNSON BOARD MEMBER 2.00 0.00 X 0 0 0 ELIZABETH WILSON BOARD MEMBER 2.00 0.00 X 0 0 0 CHEYNE BROKATE BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN WYRSCH BOARD MEMBER 2.00 0.00 X 0 0 0 BRAD HASHAGEN THROUGH 324 BOARD MEMBER 2.00 0.00 X 0 0 0 TYLER HART THROUGH 324 BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN MONTGOMERY INTERIM EXEC DIRECT 40.00 0.00 X 75581 0 0 MARY KROMREY RESIGNED EXECUTIVE DIRECTOR 40.00 0.00 X 58469 0 0 RICHARD ASHE RESIGNED EXECUTIVE DIRECTOR 40.00 0.00 X 6346 0 0 140396 0 0 0 0 0 0 0 61792 41131 481280 584203 42432 42432 11013 0 11013 11013 11013 2090 0 2090 2090 2090 26200 41131 21377 4823 4823 644561 0 0 60358 140396 67026 39858 33512 91724 68879 22845 19820 11604 5354 2862 13015 13015 20144 20144 300 300 3268 3268 15204 12465 2739 17231 17231 4492 4492 63664 63664 34228 34228 SUPPLIES 113784 113784 TRAIL MAINTENANCE 106824 106824 FUNDRAISING EXPENSES 11218 11218 MEMBERSHIP SERVICES 10923 10923 9009 5953 2740 316 675244 506450 103956 64838 196933 188589 52022 152729 2714984 1736906 986575 978078 1736404 1783175 2971934 3102571 1890 636 1890 636 X 2166883 2173522 803161 928413 2970044 3101935 2971934 3102571 -30683 162574 0 X 1 X 0 1 0 X 417589 474688 379134 1284920 584203 3140534 417589 474688 379134 1284920 584203 3140534 676385 2464149 26238 45889 53233 57884 53445 236689 4823 4823 3382046 0.72860 0.74900 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: 2021 BENEFICIARY OF PROCEEDS ON CLASS ACTION LAWSUIT DATE: 07/15/21 AMOUNT: 1101630. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 5 174.00 1 1 420.00 20297 1633853 196952 127006 19088 1684711 1383582 61307 205589 16625 1633853 1601708 1505 -202864 16767 1383582 249083 1208146 159010 14531 1601708 217497 10000 23762 2176 249083 0.59960 0.40040 1 0 610000 610000 59384 14956 44428 2045600 1721950 323650 978078 X PART II, LINE 5: THE ORGANIZATION HAS ESTABLISHED WRITTEN POLICIES FOR THE PERIODIC MONITORING, INSPECTION, VIOLATION HANDLING, AND ENFORCEMENT OF THE CONSERVATION EASEMENTS IT HOLDS. A SITE VISIT TO THE EASEMENT PROPERTIES ARE PERFORMED AT LEAST ANNUALLY. ANY CONCERNS OR QUESTIONS THAT ARISE DURING THE MONITORING VISITS AND ANY POTENTIAL VIOLATIONS ARE DIRECTED TO THE EXECUTIVE DIRECTOR. THE EXCUTIVE DIRECTOR WILL GATHER BACKGROUND INFORMATION ABOUT THE CIRCUMSTANCES AND EVALUATE THE CONCERNS IN THE CONTEXT OF FURTHERING OZARK GREENWAYS' STATED MISSION, FULFILLING OZARK GREENWAYS' LEGAL OBLIGATIONS, UPHOLDING THE CONSERVATION RESTRICTION'S STATED CONSERVATION PURPOSE, AND MAINTAINING POSITIVE COMMUNITY RELATIONS AND OVERALL PUBLIC RELATIONS. PART II, LINE 9: THE ORGANIZATION HAS OBTAINED EASEMENTS FOR TRAIL CORRIDOR EXPANSION/EXTENSION, RIPARIAN CORRIDOR PRESERVATION, HISTORICAL, AND AGRICULTURAL PRESERVATION TO IMPROVE CERTAIN UNOWNED TRAILS. NO FINANCIAL FAIR VALUE RECOGNITION OF THE EASEMENTS HAS OCCURRED, AS NO BASIS FOR ESTABLISHING VALUE EXISTS. PART V, LINE 4: ENDOWMENT FUNDS ARE BEING HELD WITH EARNINGS BEING REINVESTED. ONCE AN INVESTED FUND REACHES A LEVEL WHICH, ASSUMING A 5% ANNUAL RETURN, WOULD GENERATE ENOUGH INCOME TO FUND ANNUAL MAINTENANCE COSTS OF THE TRAIL SYSTEM, SYSTEMATIC WITHDRAWALS WILL BEGIN. PART X, LINE 2: THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION DOES NOT BELIEVE IT LIKELY THAT CHANGES WILL OCCUR WITHIN THE NEXT FISCAL YEAR THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. FALL DINNER 67331 41131 26200 18016 254 3107 67331 41131 26200 18016 254 3107 21377 4823 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT IS RESPONSIBLE FOR THE REVIEW OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS HAVE RECEIVED POLICIES AND INFORMATION REGARDING CONFLICTS AND THEIR AVOIDANCE OF SUCH ACTIVITY. ALL BOARD MEMBERS ARE REQUIRED TO ACKNOWLEDGE THEIR UNDERSTANDING OF THE POLICIES AND ARE REQUIRED TO NOTIFY THE EXECUTIVE DIRECTOR IF A CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE EXECTIVE DIRECTOR COMPENSATION INCLUDES GATHERING INFORMATION FROM COMPARABLE ORGANIZATIONS WITH FORMAL APPROVAL BY THE BOARD OF DIRECTORS DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.