2014 Giving Guide: Community Foundation of the Ozarks

Address: 425 E. Trafficway
Springfield, MO 65806
Phone: (417) 864-6199
Web Address: cfozarks.org

facebook.com/cfozarks
twitter.com/cfozarks
instagram.com/cfozarks

Total number of employees (FTE): 20
Annual revenues (most recent fiscal year): $26,013,067 (FY13)
 
President/CEO: Brian Fogle
Board Chairperson: Richard Cavender, Retired Executive Director, Meramec Regional Planning Commission
Board of Directors:
Stephanie Stenger Montgomery, Vice Chair, Attorney, The StengerMontgomery Law Office, L.L.C.
Roger D. “Dusty” Shaw, Jr., Treasurer  Rancher, Eleven Point Ranch, Thomasville
Jami S. Peebles, Secretary, Executive Vice President and Southern Regional Manager, Central Trust & Investment Company    
Dr. Gloria Galanes, Chair Emeritus Dean, College of Arts and Letters, Missouri State University    Karen Miller, Executive Committee, At-large member, Retired teacher and current volunteer, Ozark Public Schools   
Mark Nelson, Executive Committee, Investment Advisory, Board Chair, SeniorVice President, Wealth Management    
Merrill Lynch    
Gary Powell, Executive Committee, At-large member, Attorney, Spencer Fane Britt & Browne LLP    Dr. Chris Craig, Board member, Associate Provost, Missouri State University    
Robert Foster, Board member, ARCHContracting LLC  
Dr. Judith González, Board member Associate Professor, Forest Institute of Professional Psychology    Brian Hammons, Board member, President and CEO, Hammons Products Co.,Stockton    
Shari Hoffman, Board member, Director BKD Wealth Advisors    
Mitch Holmes, Board member, FinancialAdvisor, Edward Jones, Branson    
Randy Howard, Board member, FinancialAdvisor, Edward Jones, Aurora    
Jared Lightle, Board member, Operations Services Analyst, Leggett & Platt,Carthage    
Ron Penney, Board member  
Private Wealth Advisor, Penney, Murray & Associates    
Sandra Thomason, Board member Community volunteer, Clinton   
Jean Twitty, Board member Community volunteer, Springfield     
Robin Walker, Board member, ManagingPartner, Walnut Capital Management    
Rosalie O’Reilly Wooten, Board member Director, O’Reilly Automotive, Inc.

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Mission Statement:
The Foundation’s mission is to enhance the quality of life in our region through resource development, community grantmaking, collaboration, and public leadership.

Service Area: 
The CFO’s designated service area is the 58-county region south of the Missouri River.

Funding: 
The CFO receives operational funding from an annual fee assessed on funds along with the annual Founders Fund campaign where donors contribute to support general operations.

12-month Goal: 
The CFO’s Action Plan for FY15 includes: Researching potential linkages to economic development as a means of reducing poverty and increasing quality of life in the region through a more robust economy; holding the first online “day of giving”; and reviewing whether to establish a new office in southeastern Missouri to serve that area of our service region.

 

Annual Events: 
Each year, the CFO hosts several events to bring together partners in our various programs. Representatives of our affiliate network convene in Springfield for an annual conference each spring; in the fall, the CFO staff holds smaller conferences at five sites across our region. Members of the Rural Schools Partnership attend the annual Rural Schools Rendezvous each spring. In the fall, our Youth Empowerment Project chapters of middle- and high-school students gather to share inspiration and best practices. The CFO celebrates our donors and nonprofit partners at annual appreciation events each spring and summer. Throughout the year, the CFO schedules a series of sessions to provide no-cost training for nonprofit partners.

How People & Businesses Can Help:
The CFO offers a variety of different types of funds to streamline charitable giving for individuals and businesses to support their favorite charitable causes and interests. It’s not necessary, however, to establish a fund to support the community. Donors can make tax-deductible contributions to existing funds that support their charitable interests. In addition, the CFO’s Cause Momentum online giving platform features specific projects for which nonprofits are seeking funds. For more information, visit: cfozarks.org/donate; or causemomentum.org.

Volunteer Opportunities: 
The CFO is governed by a volunteer Board of Directors. In addition, volunteers serve on a number of committees, such as grantmaking cycles, the Investment Advisory Board, mission-related investing; scholarships; and more.

Testimonials:
“The CFO is a dedicated organization, run by mission-minded individuals that are truly interested in the health of our community. No matter what our need, when we contact CFO, we are courteously and promptly assisted. This continues into chance meetings outside CFO’s doors as well.” 

– Pat Reiser, Executive Director, 

CASA of Southwest Missouri

Click here for the full 2014 Giving Guide.


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