Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 603,662 | 960,889 | 607,158 | 1,611,223 | 1,098,102 | 4,881,034 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 603,662 | 960,889 | 607,158 | 1,611,223 | 1,098,102 | 4,881,034 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 1,042,275 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 3,838,759 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 603,662 | 960,889 | 607,158 | 1,611,223 | 1,098,102 | 4,881,034 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 3,367 | 1,505 | 10,430 | 7,680 | 7,390 | 30,372 |
| 11 | Total support. Add lines 7 through 10. | 4,911,406 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | GROSS REVENUE FROM FUNDRAISING EVENTS - 2011 AMOUNT: $ 3,367. 2012 AMOUNT: $ 1,505. 2013 AMOUNT: $ 10,430. 2014 AMOUNT: $ 7,680. 2015 AMOUNT: $ 7,390. |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 2 | THE COMMUNITY FOUNDATION OF NORTHWEST MISSOURI'S PURPOSE IS TO SUPPORT PHILANTHROPY THROUGHOUT THE REGION AND TO HELP INTERESTED DONORS CARRY OUT THEIR DESIRES AND WISHES REGARDING THE SUPPORT OF CREATING A MORE VIBRANT NORTHWEST MISSOURI. TO BETTER GUIDE THIS EFFORT THE FOUNDATION IS SUPPORTIVE OF CREATING THE REGIONAL VITALITY NETWORK DESIGNED TO BUILD UNDERSTANDING OF THE REGION'S CONDITIONS. THE GOAL IS TO CREATE A DIALOGUE DESIGNED TO LEAD TO A REGIONAL PRIORITIZATION OF WHAT WE COULD AND WILL DO TOGETHER. PHILANTHROPIC EFFORTS WILL FOLLOW TO SUPPORT PRIORITIES INTENDED TO ENHANCE THE ECONOMIC VITALITY OF THE 18 NORTHWESTERN MISSOURI COUNTIES. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT AS THE BOARD OF DIRECTORS BETWEEN MEETINGS. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRPERSON, VICE CHAIRPERSON, PRESIDENT, SECRETARY, TREASURER OF THE BOARD AND THE CHAIRPERSONS OF THE OTHER STANDING COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COMPLETE 990 IS SENT TO THE ADMINISTRATIVE DIRECTOR WHO WILL REVIEW IT AND COMMUNICATE ANY QUESTIONS OR CONCERNS WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORM 990. THE COMPLETE FORM WILL THEN BE GIVEN TO THE PRESIDENT/CEO FOR REVIEW WHO WILL THEN PRESENT IT TO OUR CPA/IRS EXPERT ON OUR BOARD FOR REVIEW. HE WILL THEN FORWARD IT TO THE FINANCE COMMITTEE FOR REVIEW AND FINALLY THE BOARD OF DIRECTORS FOR APPROVAL. COPIES GIVEN TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW DO NOT INCLUDE DONOR NAMES OR ADDRESSES IN SCHEDULE B TO PROTECT THE ANONYMITY OF DONORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE POLICY. ALL DIRECTORS AND OFFICERS SIGN ANNUAL STATEMENTS AFFIRMING THEY RECEIVED A COPY OF THE POLICIES, READ AND UNDERSTANDS THEM, AND AGREES TO COMPLY WITH THE PROCEDURES. NO DIRECTOR SHALL VOTE ON ANY MATTER IN WHICH HE OR SHE HAS A MATERIAL AND DIRECT FINANCIAL INTEREST THAT WILL BE AFFECTED BY THE OUTCOME OF THE VOTE. IN THE EVENT OF SUCH AN ABSTENTION, THE ABSTAINING DIRECTOR SHALL STATE THE REASON FOR THE ABSTENTION, WHICH SHALL BE NOTED IN THE MINUTES OF THE BOARD OF DIRECTORS. IN ADDITION, THE ABSTAINING DIRECTOR SHALL NOT PARTICIPATE IN DISCUSSIONS ABOUT THE MATTER OTHER THAN TO RESPOND TO QUESTIONS FOR INFORMATION THAT MAY BE RELEVANT TO THE DISCUSSION, AND IF NOT NEEDED FOR THAT PURPOSE WILL LEAVE THE VICINITY SO AS NOT TO BE PRESENT DURING THE DISCUSSION. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED DIRECTOR OR INTERESTED OFFICER MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OF HER MATERIAL FINANCIAL INTEREST TO THE BOARD PRIOR TO THE CONSIDERATION OF THE PROPOSED TRANSACTION, CONTRACT, OR ARRANGEMENT BY THE BOARD OR ANY COMMITTEE OF THE BOARD. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE DISINTERESTED MEMBERS OF THE BOARD SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. NEITHER THE BOARD NOR ANY COMMITTEE OF THE BOARD SHALL VOTE UPON ANY PROPOSED TRANSACTION, CONTRACT, OR ARRANGEMENT IN CONNECTION WITH WHICH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST HAS BEEN DISCLOSED BY AN INTERESTED DIRECTOR UNTIL SUCH TIME AS THE BOARD HAS ADDRESSED THE ACTUAL OR POSSIBLE CONFLICT OF INTEREST. WHERE THE BOARD HAS CONCLUDED THAT A CONFLICT OF INTEREST EXISTS, THE CHAIRMAN OF THE BOARD OR COMMITTEE OF THE BOARD SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION, CONTRACT, OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION, CONTRACT, OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION, CONTRACT, OR OTHER ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION, CONTRACT, OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER IT IS FAIR AND REASONABLE TO THE FOUNDATION, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION, CONTRACT, OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | PRESIDENT / CEO THE ORGANIZATION RECEIVES AN ANNUAL SALARY REPORT FROM THE COUNCIL ON FOUNDATIONS. A COMPENSATION COMMITTEE REVIEWS THE INFORMATION AND MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS. THE PROCESS WAS LAST COMPLETED IN DECEMBER 2013, AND RECOMMENDATIONS WERE MADE FOR THE NEXT TWO YEARS. THE PRESIDENT / CEO STEPS OUT OF THE MEETING DURING THE DISCUSSION AND DOES NOT VOTE ON THE MATTER. 15B: NO OTHER EMPLOYEE MEETS THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A POLICY OF MAKING ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. |
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