2026-05-15T10:38:40-05:00 2025-06-30 431109768 KPM CPAS LLC 1445 E REPUBLIC ROAD SPRINGFIELD MO 65804 990 2024-07-01 431753974 OZARKS TECHNICAL COMMUNITY COLLEGE FOUNDATION OZAR 4174474842 1001 E CHESTNUT EXPWY SPRINGFIELD MO 658023625 DREW COURTWAY ASST TREASURER/CFO 4174474842 2026-05-15 1 1 GRETCHEN K RUSSELL CPA P01669304 4178824300 2026-05-15 2024 2025-03-06 01:10:19Z AMY BACON 1001 E CHESTNUT EXPWY SPRINGFIELD MO 658023625 4612085 0 X FOUNDATION.OTC.EDU X 1995 MO SUPPORTING OTC'S MISSION BY SECURING GIFTS, BUILDING PARTNERSHIPS, AND ADVOCATING FOR STUDENTS. 27 27 0 105 0 0 2313502 4160692 0 0 368164 418143 -1562 -10873 2680104 4567962 1180502 978882 0 0 0 0 0 0 0 331254 104219 1511756 1083101 1168348 3484861 18350132 23214029 66510 33286 18283622 23180743 THE OTC FOUNDATION SUPPORTS THE COLLEGE MISSION OF TRANSFORMING LIVES AND STRENGTHENING OUR COMMUNITIES THROUGH SECURING PRIVATE GIFTS, BUILDING PARTNERSHIPS AND ADVOCATING FOR STUDENTS AND THE COLLEGE. 0 0 775391 775391 PROVIDED SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO OTC STUDENTS. AWARDS WERE MADE TO 877 STUDENTS DURING THE 24/25 SCHOOL YEAR. 240701 203491 PROVIDED STUDENT AND INSTRUCTIONAL SUPPORT TO THE COLLEGE. 1016092 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X AMY BACON 4174474842 1001 E CHESTNUT EXPRESSWAY SPRINGFIELD MO 65802 ADAM PYLE CHAIR 0.50 0.00 X X 0 0 0 BILL HAMMITT VICE CHAIR 0.50 0.00 X X 0 0 0 JIM TOWERY TREASURER 0.50 0.00 X X 0 0 0 JEFF CHILDS SECRETARY 0.50 0.00 X X 0 0 0 MARY BETH HARTMAN PAST CHAIR 0.50 0.00 X X 0 0 0 RAYLENE APPLEBY DIRECTOR 0.50 0.00 X 0 0 0 KEVIN AUSBURN DIRECTOR 0.50 0.00 X 0 0 0 HOWARD BAILEY DIRECTOR 0.50 0.00 X 0 0 0 BOB BEINE DIRECTOR 0.50 0.00 X 0 0 0 JUDY BREEDING DIRECTOR 0.50 0.00 X 0 0 0 KEITH CALHOUN DIRECTOR 0.50 0.00 X 0 0 0 JENNY CARR DIRECTOR 0.50 0.00 X 0 0 0 DR JERRY CASH DIRECTOR 0.50 0.00 X 0 0 0 ROSA DAVIS DIRECTOR 0.50 0.00 X 0 0 0 GREG DELONG DIRECTOR 0.50 0.00 X 0 0 0 VONCILLE ELMER DIRECTOR 0.50 0.00 X 0 0 0 BRAD ERWIN DIRECTOR 0.50 0.00 X 0 0 0 MARK HASELTINE DIRECTOR 0.50 0.00 X 0 0 0 CHERYL HERTEL DIRECTOR 0.50 0.00 X 0 0 0 RICK HUGHLETT DIRECTOR 0.50 0.00 X 0 0 0 JIM HUTCHESON DIRECTOR 0.50 0.00 X 0 0 0 JENNIFER KENNALLY DIRECTOR 0.50 0.00 X 0 0 0 DR KEITH LAFERRIERE DIRECTOR 0.50 0.00 X 0 0 0 JOHN MYERS DIRECTOR 0.50 0.00 X 0 0 0 RYAN MURRAY DIRECTOR 0.50 0.00 X 0 0 0 CHIP SHEPPARD DIRECTOR 0.50 0.00 X 0 0 0 RANDELL WALLACE DIRECTOR 0.50 0.00 X 0 0 0 DREW COURTWAY ASST TREASURER/CFO 5.00 40.00 X 0 159716 39581 AMY BACON EXECUTIVE DIRECTOR 20.00 20.00 X 0 155476 21355 CRAY ALLRED ASSISTANT SECRETARY 5.00 40.00 X 0 70753 22621 0 385945 83557 0 0 1 0 0 60572 4100120 1106157 4160692 418143 418143 33250 60572 44123 -10873 -10873 4567962 0 0 407270 203491 203491 775391 775391 67009 67009 STUDENT SERVICES & INST 35693 35693 CREDIT CARD FEES 1517 1517 1083101 1016092 67009 0 923460 1976482 3260616 4471939 14166056 16765608 18350132 23214029 66510 33286 66510 33286 X 3220877 4127050 15062745 19053693 18283622 23180743 18350132 23214029 3484861 1412260 0 X 0 1 X 0 0 X 6046831 3212451 2790450 2313502 4160692 18523926 6046831 3212451 2790450 2313502 4160692 18523926 3823075 14700851 581927 213113 282499 368164 418143 1863846 20387772 0.72110 0.70540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7767304 2600695 974435 122701 37881 11181852 6847466 168256 877045 90364 35099 7767304 5844154 689709 490714 142815 34296 6847466 6708293 123400 -853297 97623 36619 5844154 3965548 1657775 1135093 21498 28625 6708293 0.20180 0.79820 1 0 0 PART V, LINE 4: THE PRINCIPAL OF AN ENDOWMENT FUND SHALL BE CONSIDERED A PERMANENT ENDOWMENT AND SHALL KEPT INTACT AND INVESTED IN ACCORDANCE WITH FOUNDATION INVESTMENT POLICIES. THE ANNUAL ENDOWMENT DISTRIBUTION WILL BE ALLOCATED TO INDIVIDUAL ENDOWMENTS BASED ON SPENDING POLICY AND PRIOR AWARDS THEN AWARDED ACCORDING TO THE AGREED CRITERIA AT THE TIME THE DONOR MADE THE GIFT. THE SPENDING POLICY IS REVIEWED EVERY THREE YEARS BY THE BOARD OF DIRECTORS. GOLF TOURNAMENT 93822 60572 33250 1440 14586 12843 15254 93822 60572 33250 1440 14586 12843 15254 44123 -10873 1 OZARKS TECHNICAL COMMUNITY COLLEGE 1001 E CHESTNUT EXPRESSWAY SPRINGFIELD MO 65802 431549458 GOV 163683 39808 FMV SUPPLIES/EQUIPMENT EDUCATIONAL INSTITUTE 1 STUDENT SCHOLARSHIPS 774 618815 NON-SCHOLARSHIP STUDENT SUPPORT 103 156576 PART I, LINE 2: BASED ON THE REQUIREMENTS SET FORTH BY THE DONOR(S), THE SCHOLARSHIP SELECTION COMMITTEE MEETS IN JUNE, DECEMBER, AND/OR JANUARY, AS APPLICABLE, TO DETERMINE THE AWARD RECIPIENTS. ONCE THE SELECTIONS HAVE BEEN MADE, RECIPIENTS ARE NOTIFIED BY E-MAIL OF THEIR AWARD. THE SCHOLARSHIP IS APPLIED AS AN AWARD TO THE STUDENT'S ACCOUNT. GRANTS AND SCHOLARSHIPS HAVE A DUAL CONTROL MONITORING PROCESS IMPLEMENTED BY THE FOUNDATION AND COLLEGE. THE COLLEGE MANAGES THE ACADEMIC AND FINANCIAL INTEGRITY OF NEED AND THE FOUNDATION PROVIDES THE VOLUNTEER EXPERIENCE AND ACCOUNTABILITY TO THE DONOR. 0 0 0 0 0 0 0 0 0 DREW COURTWAY ASST TREASURER/CFO 0 159716 0 0 0 0 0 27276 0 12305 0 199297 0 0 AMY BACON EXECUTIVE DIRECTOR 0 155476 0 0 0 0 0 12218 0 9137 0 176831 0 0 PART I, LINE 3 RELATED ORGANIZATION ESTABLISHES COMPENSATION OF THE CFO AND EXECUTIVE DIRECTOR VIA WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 1 11410 FAIR MARKET VALUE X 4 1066349 NYSE X 4 1297 COST X SUPPLIES/EQUIPMENT 6 27101 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): REPORTED BY THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S BOARD OF DIRECTORS, EXECUTIVE DIRECTOR AND ASSISTANT TREASURER ALL REVIEW THE FORM 990 DOCUMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C INTERESTED PERSONS ANNUALLY SIGN AFFIRMATIONS OF COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES. INTERESTED PERSONS: ANY DIRECTOR, PRINCIPAL OFFICER, MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWER, OR A PERSON WITH A FINANCIAL INTEREST. INTERESTED PERSONS MUST DISCLOSE THE EXISTENCE OF A POSSIBLE CONFLICT OF INTEREST. ONCE DISCLOSED, THE BOARD REVIEWS THE SITUATION AND DETERMINES IF A CONFLICT EXISTS. THE BOARD WILL VOTE TO ACCEPT OR REJECT THE TRANSACTION WITH THE INTERESTED PERSON. THE INTERESTED PERSON IS NOT ALLOWED TO VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE NOT INCLUDED IN THE FOUNDATION'S ANNUAL REPORT. THEY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. OZARKS TECHNICAL COMMUNITY COLLEGE 1001 E CHESTNUT EXPRESSWAY SPRINGFIELD MO 65802 431549458 EDUCATION MO 115 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 0 OZARKS TECHNICAL COMMUNITY COLLEGE B 39808 FAIR MARKET VALUE OZARKS TECHNICAL COMMUNITY COLLEGE B 163683 CASH OZARKS TECHNICAL COMMUNITY COLLEGE R 775391 SCHOLARSHIPS/ASSISTANCE AWARDED