Encompass Academy FY2023 filing

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EIN 85-1591747 Public charity (501(c)(3)) Springfield, MO NTEE B25
Form 990 (PDF)

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Revenue & expenses by yearFY2021–FY2025
Revenue
$566K
FY2023▲ +14%
Expenses
$507K
FY2023▲ +10%

Form 990 for the fiscal year ending July 2023 (IRS tax year 2022).


Fosters inclusive education, encouraging students to find their strengths and passions. For fiscal year 2023 it reported $566K in revenue, $507K in expenses, and $149K in net assets.Pt I

Type
Public charity (501(c)(3)) · Education
Location
Springfield, MO
Website
www.encompassa.org
Filings
5 on file (2021–2023)
Revenue
$566KFY2023
Expenses
$507K
Net assets
$149K
People
11
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Provided by the organization

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Size
$100K–1M
What they do
Fosters inclusive education, encouraging students to find their strengths and passions.
Leadership
Dr Marjorie Shivers · Board Member
Money in and out
$566K revenue, $507K expenses
Bottom line
85% program efficiency

What Funders Ask

6 questions, answered from this org's own filings

Will my donation be tax-deductible?

GOOD

Yes — A charitable, religious, educational, scientific, or literary organization. Contributions are generally tax-deductible for donors.

IRS Business Master File records this organization as tax-exempt with deductible contributions. See detail →

Can I donate to this org right now?

GOOD

No revocation on IRS record

This EIN does not appear on the IRS auto-revocation list. See detail →

Is this organization up to date?

GOOD

Filed FY2024 (typical filing lag)

Most recent Form 990 on file is for fiscal year 2024 (2 years ago). See detail →

Is it receiving grants from reputable foundations?

GOOD

1 funder — Community Foundation of the Ozarks INC

1 distinct foundation funder(s) on file, $21K received in the most recent year with grants. See detail →

How is the money spent?

GOOD

85% to programs

85% of total functional expenses went to program services in the most recent filing (Form 990 Part IX); the rest is overhead and fundraising. See detail →

What's its financial size and trend?

NEUTRAL

$100K–1M · ↑ +14% vs prior year

Revenue band $100K–1M, +14% versus the prior filing year (up). See detail →

Where the money goes · FY2023
Total revenue
$566K
Pt VIII · Ln 12
Total expenses
$507K
Pt IX · Ln 25
Net assets
$149K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $59K
Where spending went · Part IX cols B–D
Program services $0.85 Management & general $0.15
Program efficiency
85%
of spending reaches programs
Operating runway
5.0mo
months of highly liquid reserves at operating expense rate
Surplus margin
+10%
revenue over expenses, this year

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Summary of the Filing

Part I · fiscal year 2023 · Form 990
Total assets
$215K
FY2023▲ +19%
Total liabilities
$66K
FY2023▼ -26%
Revenue less expensesPt I · Ln 19$59K
Total assetsPt X · Ln 16$215K
Program-expense ratioPt IX · col B85%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CEncompass Academy
EINHdr · item D85-1591747
Principal addressHdr · item CSpringfield, MO
WebsiteHdr · item Jwww.encompassa.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MMO
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B25)
Ruling yearIRS BMFJan 2021

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
See Encompass Academy executive salaries →

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Mission & Programs · Part III

Where the work happens

1 program service account for $433K of program spending, described in the organization's own filed words · FY2022.
01

Encompass academy provides personalized learning plans to each student in grades pre-k through 12TH grade through student growth portfolios. Students are tested four times a year using the nwea measure of academic progress and grouped with like-skilled students in the class. Plans are personalized based on student needs and strengths.

$433Kprogram expense

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Statement of Revenue

Part VIII
Program service revenue$419K · 74%
Contributions & grants$143K · 25%
Investment income$4K · 1%
Program service revenue74%$419K
Contributions & grants25%$143K
Investment income1%$4K
Total revenueLn 12$566K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.85 Management & general $0.15
Program services85%$433K
Management & general15%$74K
Total functional expensesLn 25$507K

Balance Sheet

Part X · end of year
CashLn 1$123K
Total assetsLn 16$215K
Total liabilitiesLn 26$66K
Total net assetsLn 32$149K
Months of cash on handcomputed2.9

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $212K · Operating expenses/yr $507K
5.0 months
Where the money goes
Program services
Program services $433K · Total expenses $507K
85%
Management & General
Management & general $74K · Total expenses $507K
15%
Fundraising
Fundraising $0 · Total expenses $507K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $333 · Solicited contributions (3-yr avg) $125K
$0.00 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $143K · Total revenue $566K
25%
Government reliance
Government grants — · Total revenue $566K
—
Earned-income share
Program service revenue $419K · Total revenue $566K
74%
Investment reliance
Investment income $4K · Total revenue $566K
+0.7%
Program self-sufficiency
Program service revenue $419K · Total expenses $507K
83%
Growth & trend
Revenue growth (YoY)
This year $566K · Prior year $496K
+14%
Net-asset trend (YoY)
End of year $149K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $566K · Expenses $507K
+10%
Liabilities-to-Assets
Total liabilities — · Total assets $215K
—
Net-asset ratio
Net assets $149K · Total assets $215K
69%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $89K · Total assets (Pt X, ln 16) $215K
41%
People & payroll
Highest Reported Total Compensation
Individual Dr Marjorie Shivers · Reported title BOARD MEMBER · Highest reported compensation $0 · Total expenses $507K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $414K · Total expenses $507K
82%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 85%——
Overhead ratio 15%——
Fundraising cost ratio 0%——
Revenue growth 14%——
Accounting fee ratio 1%——

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

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$21K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$493K revenue · ⤓ 990 PDF
FY2024$586K revenue · ⤓ 990 PDF
FY2023$566K revenue · viewing · ⤓ 990 PDF
FY2022$496K revenue · ⤓ 990 PDF
FY2021$408K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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