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Ozark Mountain Legacy

Tax-deductible

Branson, MO501(c)(3)ReligionEIN 61-2005694

To promote and champion the core values of Family, Faith, Friends, Flag, and Future in Ozark Mountain Country through 10 minute videos, and prayer.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 10 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: 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
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 2
filings with a surplus
Average deficit $444 a year · 2% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
28 mo
of spending, in cash
Looks good: 28.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$24K
+4% vs prior year
Spent
$27K
To programs
85%
Net assets
$62K
By yearFY2023–FY2024
Revenue
$24K
FY2024▲ +4%
Revenue by fiscal year
FY2023$23K
FY2024$24K
Expenses
$27K
FY2024▲ +25%
Expenses by fiscal year
FY2023$21K
FY2024$27K
Net assets
$62K
FY2024▼ -33%
Net assets by fiscal year
FY2023$94K
FY2024$62K

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item COzark Mountain Legacy
EINHdr · item D61-2005694
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFJan 2022
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CBranson, MO
NTEE classificationIRS BMFReligion (X20)

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.85 Management & general $0.10 Fundraising $0.04
Program services85%$23K
Management & general10%$3K
Fundraising4%$1K
Total functional expensesLn 25$27K

Finances

Money in and out, what it owns and owes

Spent on programs
85%
of spending reaches programs▲ +14% vs prior filing year
Months of spending covered by cash
28.2mo
months of spending covered by cash and easy-to-sell investments▼ -47% vs prior filing year
Surplus or deficit
-11%
as % of revenue, this year▼ -246% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total assets
$62K
FY2024▼ -33%
Total assets by fiscal year
FY2023$94K
FY2024$62K
Total liabilities
$0
FY2024
Total liabilities by fiscal year
FY2023$0
FY2024$0
Revenue less expensesPt I · Ln 19−$3K
Total assetsPt X · Ln 16$62K
Spent on programsPt IX · col B85%
Voting members of governing bodyPt I · Ln 316
Independent voting membersPt I · Ln 416

Balance Sheet

Part X · end of year
CashLn 1$62K
Total assetsLn 16$62K
Total liabilitiesLn 26$0
Total net assetsLn 32$62K
Months of cash on handcomputed28.2

Statement of Revenue

Part VIII
Contributions & grants174%$42K
Total revenueLn 12$24K

Money in detail

Form 990 · FY2024 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $62K · Operating expenses/yr $27K
28.2 months
Where the money goes
Program services
Program services $23K · Total expenses $27K
85%
Management & General
Management & general $3K · Total expenses $27K
10%
Fundraising
Fundraising $1K · Total expenses $27K
4%
Cost to raise $1
Fundraising expense (2-yr avg) $2K · Solicited contributions (2-yr avg) $32K
$0.07 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $42K · Total revenue $24K
174%
Government reliance
Government grants — · Total revenue $24K
—
Earned-income share
Program service revenue $0 · Total revenue $24K
0%
Investment reliance
Investment income $0 · Total revenue $24K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $27K
0%
Growth & trend
Revenue change from last year
This year $24K · Prior year $23K
Prior-year revenue below floor — showing dollar change
Net assets change over the year
End of year $62K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $24K · Expenses $27K
-11%
Debts compared to what it owns
Total liabilities — · Total assets $62K
—
Net assets compared to what it owns
Net assets $62K · Total assets $62K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $62K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual John Baltes · Reported title President · Highest reported compensation $0 · Total expenses $27K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $27K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Spent on programs 85%——
Spent on management, % of spending 10%——
Fundraising cost, % of gifts 3%——
Revenue growth 4%——
Legal fees, % of spending 6%——
Accounting fees, % of spending 3%——

Straight from the Form 990 — descriptive, not an evaluation. A share is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
John Baltes
President
$0Pt VII · Sec A
Jim Brawner
Vice-President
$0Pt VII · Sec A
Cally Ross
Treasurer
$0Pt VII · Sec A
Tess Bloyer
Secretary
$0Pt VII · Sec A
Ted Martin
Board Member
$0Pt VII · Sec A
Jim Barber
Board Member
$0Pt VII · Sec A
Howard Boyd
Board Member
$0Pt VII · Sec A
Michele Dean
Board Member
$0Pt VII · Sec A
See Ozark Mountain Legacy executive salaries →

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Governance & Policies

Part VI
  • 16Voting board membersPt VI · Ln 1a
  • 16Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aNo
  • Whistleblower policyPt VI · Ln 13No
  • Document retention policyPt VI · Ln 14No
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Promotes core values through short videos and prayer in Ozark Mountain Country.

Provided by the organization

This section is blank until Ozark Mountain Legacy claims this page.

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Mission & Programs · Part III

Where the work happens

1 program service account for $23K of program spending, described in the organization's own filed words · FY2024.
01

Ozark Mountain Prayer Breakfast

An event which promotes prayer on National Prayer Day and increases awareness of the core values which exemplify the past ans present members of the community as described in Part III, line 1.

$23Kprogram expense

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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 · FY2025
Herschend Family FoundationFY2025$10K
Total grants receivedfrom 1 funder$10K

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 Latest Viewing $24K$27K+4% 990 PDF
FY2023 $23K$21K 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

Full filing: Form 990 for FY2024

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $23,920 across 5 lines filed
VIII-1c Fundraising events$22,500
VIII-1f All other contributions, gifts and grants$19,072
VIII-1h Total contributions, gifts and grants$41,572
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax −$17,652−$17,652
VIII-12 Total revenueUnrelated business $0 · Excluded from tax −$17,652$23,920
Part IX · Statement of functional expenses $26,520 across 9 lines filed
IX-11b Legal feesPrograms $825 · Management $825 · Fundraising $0$1,650
IX-11c Accounting feesPrograms $250 · Management $250 · Fundraising $250$750
IX-11g Other fees for servicesPrograms $1,394 · Management $0 · Fundraising $0$1,394
IX-12 Advertising and promotionPrograms $2,766 · Management $0 · Fundraising $0$2,766
IX-13 Office expensesPrograms $282 · Management $282 · Fundraising $282$846
IX-14 Information technologyPrograms $4,080 · Management $373 · Fundraising $373$4,826
IX-23 InsurancePrograms $1,814 · Management $604 · Fundraising $0$2,418
IX-24 Other expenses (24a–d)Programs $10,930 · Management $6 · Fundraising $0$10,936
IX-24e All other expensesPrograms $304 · Management $400 · Fundraising $230$934
IX-25 Total functional expensesPrograms $22,645 · Management $2,740 · Fundraising $1,135$26,520
Part X · Balance sheet $62,270 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $64,870$32,270
X-2 Savings and temporary cash investments$30,000
X-16 Total assetsStart of year $64,870$62,270
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $64,870$62,270
X-33 Total liabilities and net assetsStart of year $64,870$62,270
Part XI · Reconciliation of net assets $62,270 net assets at year end
XI-1 Total revenue$23,920
XI-2 Total expenses$26,520
XI-3 Revenue less expenses−$2,600
XI-4 Net assets at start of year$64,870
XI-10 Net assets at end of year$62,270

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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