The James Foundation FY2022 filing

Tax-deductible

Saint James, MO501(c)(3)EIN 13-1614951Revenue $1.7M in FY2022

On file with the IRSmaramecspringpark.com21506 Maramec Spring Dr, 65559-8280 · Saint James, MOTax-exempt since Jun 1943Publicly supported — 509(a)(2)

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The James Foundation was established for the purpose of managing the MO lands formerly owned by Lucy Wortham James.The operations include mgt of Maramec Spring Park & two museums.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$240K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990-TIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-T
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $272K a year · 16% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$240K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $634K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$733K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 13 voting members
Looks good: 11 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
-4% vs prior year
Spent
$1.3M
To programs
79%
Net assets
$4.6M
By yearFY2020–FY2024
Revenue
$1.7M
FY2022▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$1.7M
FY2022$1.7M
FY2023$1.7M
FY2024$1.8M
Expenses
$1.3M
FY2022▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.2M
FY2022$1.3M
FY2023$1.4M
FY2024$1.8M
Net assets
$4.6M
FY2022▼ -7%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.7M
FY2021$4.9M
FY2022$4.6M
FY2023$5.5M
FY2024$6.0M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1943.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $1.1M Management & general 21% · $285K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990-T; $240K paid to officers and key staff.

Part VII, Section A · reportable compensation
Dir/Vice Pres/Top Mgmt Off
$93,500Pt VII · Sec A
Asst Secretary (thru 2/22)
$77,579Pt VII · Sec A
Asst Secretary
$55,302Pt VII · Sec A
Bkkpr & Asst Treas (thru 4/22)
$13,340Pt VII · Sec A
CFO & Treasurer (thru 9/22)
$0Pt VII · Sec A
Controller & Asst. Treasurer
$0Pt VII · Sec A
VP & Asst Sec (thru 3/22)
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Mark Benton————$101,096
Wesley Swee$95,558$97,470$93,500$87,506$78,422
Michael E Conaway——$77,579$51,803$48,607
Michael Mickelson$62,847$56,727$55,302$48,773$41,515
Mychaela Harmon as of 721———$15,620—
Mychaela Harmon——$13,340——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Manages Maramec Spring Park and two museums on former Lucy Wortham James lands.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2022
01

The 200 acre public use area of Maramac Spring Park provides many amenities and activities for visitors such as a cafe, store, camping, wildlife viewing, fish feeding, picnicking, shelters, playgrounds and fishing.

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$634K

By the numbers

The FY2022 990-T, line by line.

1The main four
Money in
$1.7M
Gifts and grants$728K
Fees for services$500K
Investment income$289K
Money out
$1.3M
Programs$1.1M
Management$285K
Owns and owes
$4.6M
net assets
Cash and savings$359K
Total assets$5.3M
Liabilities$733K
People
23
listed
Paid4
Voting board13
Independent11
2In more detail
Revenue in detail
Gifts and grants$728K
Fees for services$500K
Investment income$289K
Other income$135K
Total revenue$1.7M
Assets in detailEnd of year
Cash and savings together$359K
Total assets$5.3M
Liabilities$733K
Net assets$4.6M
Operations
Employees35
Volunteers29
Fiscal year endsDecember
Conflict-of-interest policyYes
Whistleblower policyNo
Records policyYes

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.8M$1.8M$18K$6.0M 990 PDF
FY2023 $1.7M$1.4M$236K$5.5M 990 PDF
FY2022 Viewing $1.7M$1.3M$308K$4.6M 990 PDF
FY2021 $1.7M$1.2M$530K$4.9M 990 PDF
FY2020 $1.6M$1.3M$268K$3.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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