UNION SCHOOLS EDUCATION FOUNDATION INC: Form 990, tax year 2024
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- Organization
- UNION SCHOOLS EDUCATION FOUNDATION INC (EIN 73-1377860)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202641359349307789
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:08:23-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453705962 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORSE & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 S AMERICAN PL ST E | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741354351 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731377860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION SCHOOLS EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 9183576014 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 E 61ST ST | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHEA LUDWIG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9183576014 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON T COBB | PreparerPersonNm |
| PTIN | P01649298 | PTIN |
| Phone | 9187491040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 E 61ST ST | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,539,268 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNIONPS.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION SCHOOL PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,079,719 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,259,306 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $96,994 | PYInvestmentIncomeAmt |
| CY Investment Income | $53,836 | CYInvestmentIncomeAmt |
| PY Other Revenue | $338,419 | PYOtherRevenueAmt |
| CY Other Revenue | $469,349 | CYOtherRevenueAmt |
| PY Total Revenue | $1,515,132 | PYTotalRevenueAmt |
| CY Total Revenue | $1,782,491 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,157,727 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,214,248 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $93,973 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $99,313 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $63,354 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $54,208 | PYOtherExpensesAmt |
| CY Other Expenses | $66,694 | CYOtherExpensesAmt |
| PY Total Expenses | $1,305,908 | PYTotalExpensesAmt |
| CY Total Expenses | $1,380,255 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $209,224 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $402,236 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,331,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,122,137 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,867 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,517 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,323,204 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,063,620 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION SCHOOL PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,210,249 | ExpenseAmt |
| Grant | $1,210,248 | GrantAmt |
| Desc | GRANTS TO CLASSROOM INSTRUCTORS TO FUND CREATIVE TEACHING METHODS:MATERIALS TO BENEFIT UNION DISTRICT STUDENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,000 | ExpenseAmt |
| Grant | $4,000 | GrantAmt |
| Desc | SCHOLARSHIPS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,217 | ExpenseAmt |
| Desc | OTHER PROGRAM RELATED EXPENSES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,240,466 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE ZENTHOEFER TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9183576014 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 E 61ST ST | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SHEA LUDWIG | ||||||
| EXECUTIVE DIR. | 40.00 | Yes (X) | $80,000 | $0 | $0 | |
| BRETT BENGE | ||||||
| PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REBECCA GRAY | ||||||
| VICE PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE ZENTHOEFER | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AMANDA FLAHERTY | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HEATHER ANDREW | ||||||
| TRUSTEE | 4.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTINA BARNABY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GREG BOUDREAU | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JANAE BRADFORD | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SANDI CALVIN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL DAVIS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR JOHN FEDERLINE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GUY FORTNEY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRIANNA HAWKINS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DR JESSICA KREITZBERG | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ASHLEY MADEWELL | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARTY MALONE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KRISTIN MOORE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS PAYNE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOEY REYES | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BENJAMIN REYNOLDS | ||||||
| TRUSTEE | 4.00 | $0 | $0 | $0 | Yes (X) | |
| RACHEL ROBISON | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KULSUM SIDDIQUI | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TRACY WEESE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ABIGAIL WENDT | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LINDSAY WHITE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RENEE WHITE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $80,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,259,306 | AllOtherContributionsAmt |
| Noncash Contributions | $14,150 | NoncashContributionsAmt |
| Total Contributions | $1,259,306 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,936 | TotalRevenueColumnAmt |
| Exclusion | $77,936 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $633,747 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $657,847 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$24,100 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,100 | TotalRevenueColumnAmt |
| Exclusion | -$24,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $542,030 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $98,930 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443,100 | TotalRevenueColumnAmt |
| Exclusion | $443,100 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $26,249 | TotalRevenueColumnAmt |
| Exclusion | $26,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,249 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,782,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $523,185 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,210,248 | TotalAmt |
| Program Services | $1,210,248 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Program Services | $4,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
| Fundraising | $40,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,334 | TotalAmt |
| Program Services | $3,818 | ProgramServicesAmt |
| Management And General | $3,817 | ManagementAndGeneralAmt |
| Fundraising | $4,699 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,979 | TotalAmt |
| Program Services | $1,800 | ProgramServicesAmt |
| Management And General | $1,800 | ManagementAndGeneralAmt |
| Fundraising | $3,379 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,192 | TotalAmt |
| Management And General | $10,659 | ManagementAndGeneralAmt |
| Fundraising | $4,533 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,942 | TotalAmt |
| Management And General | $16,942 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147 | TotalAmt |
| Management And General | $805 | ManagementAndGeneralAmt |
| Fundraising | $342 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,886 | TotalAmt |
| Management And General | $9,743 | ManagementAndGeneralAmt |
| Fundraising | $4,143 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20 | TotalAmt |
| Management And General | $14 | ManagementAndGeneralAmt |
| Fundraising | $6 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,968 | TotalAmt |
| Program Services | $193 | ProgramServicesAmt |
| Management And General | $1,750 | ManagementAndGeneralAmt |
| Fundraising | $1,025 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| IN-KIND EXPENSES | $14,150 | $9,928 | $4,222 | |
| PAYROLL MANAGEMENT FEES | $1,577 | $407 | $763 | $407 |
| MEALS & ENTERTAINMENT | $812 | $570 | $242 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,380,255 | TotalAmt |
| Program Services | $1,240,466 | ProgramServicesAmt |
| Management And General | $76,435 | ManagementAndGeneralAmt |
| Fundraising | $63,354 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,234,657 | BOYAmt |
| EOY | $1,700,123 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,000 | BOYAmt |
| EOY | $160,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,936,414 | BOYAmt |
| EOY | $3,262,014 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,331,071 | BOYAmt |
| EOY | $5,122,137 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,867 | BOYAmt |
| EOY | $58,517 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,867 | BOYAmt |
| EOY | $58,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,435,449 | BOYAmt |
| EOY | $4,111,397 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $887,755 | BOYAmt |
| EOY | $952,223 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,323,204 | BOYAmt |
| EOY | $5,063,620 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,331,071 | BOYAmt |
| EOY | $5,122,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $402,236 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $338,180 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $858,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $786,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,116,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,079,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,245,156 | CurrentTaxYearAmt |
| Total | $5,086,695 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $858,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $786,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,116,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,079,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,245,156 | CurrentTaxYearAmt |
| Total | $5,086,695 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,086,695 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,936 | CurrentTaxYearAmt |
| Total | $276,281 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,362,976 | TotalSupportAmt |
| Public Support CY170 | 0.94850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,705,872 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $363,921 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,069,793 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,362,881 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $342,991 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,705,872 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,126,620 | BeginningYearBalanceAmt |
| Contributions | $236,261 | ContributionsAmt |
| End Year Balance | $2,362,881 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,941,806 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $523,983 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,465,789 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,732,652 | BeginningYearBalanceAmt |
| Contributions | $146,747 | ContributionsAmt |
| Investment Earnings Or Losses | $62,407 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,941,806 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,202,661 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $338,181 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $98,931 | OtherRevenueAmt |
| Revenue Not Reported | $437,112 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,765,549 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,942 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $16,942 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,782,491 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,462,244 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $98,931 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $98,931 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,363,313 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,942 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $16,942 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,380,255 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE FUNDING FOR UNION SCHOOLS EDUCATION FOUNDATION, INC. PROGRAMS, GRANTS, SCHOLARSHIPS, AND OTHER EXPENSES. |
| PART X, LINE 2: | THE ASSOCIATION HAS ADOPTED THE PROVISION OF FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ASC 740-10. THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AS OF JUNE 30 2025, THE UNRECOGNIZED TAX BENEFIT WAS ZERO. THE ASSOCIATION WILL RECOGNIZE FUTURE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME EXPENSE, IF INCURRED. THE ASSOCIATION IS NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS FOR YEARS BEFORE 2021. |
| PART XI LINE 2D | FUNDRAISING DIRECT EXPENSE - $98,931 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER AND AUCTION | Event1Nm |
| Gross Receipts Event1 | $542,030 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $542,030 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $98,930 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $542,030 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $542,030 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $98,930 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $98,930 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $443,100 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION PUBLIC SCHOOLS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 EAST 61ST STREET | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $1,210,248 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TEACHER AND PROGRAM GRANTS | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $4,000 | CashGrantAmt |
| Valuation Method Used | CASH DISBURSEMENT | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIP ASSITANCE | NonCashAssistanceDesc |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE FORM 990 IS REVIEWED BY THE TREASURER OF THE ORGANIZATION BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, AND KEY EMPLOYEES (IF ANY) ARE INCLUDED. THE RESPONDERS INDICATE IF THERE IS ANY POTENTIAL CONFLICT(S). THE EXECUTIVE DIRECTOR REVIEWS COMPLETED FORMS AND ASSESSES POTENTIAL CONFLICTS. IF NECESSARY, CONFLICTS WILL BE DISCUSSED AT THE BOARD LEVEL. THERE HAVE BEEN NO CONFLICTS PRESENTED FOR REVIEW OR RESTRICTIONS IMPOSED. |
| FORM 990, PART VI, SECTION B, LINE 15A | A SUBSET OF THE BOARD OF TRUSTEES REVIEWS AND DETERMINES JOB DESCRIPTION, DUTIES AND COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON REVIEW OF SIMILAR NON-PROFIT COMPENSATION STANDARDS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION. |
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