2026-05-15T12:08:23-05:00 2025-06-30 453705962 MORSE & CO PLLC 6060 S AMERICAN PL ST E TULSA OK 741354351 990 2024-07-01 731377860 UNION SCHOOLS EDUCATION FOUNDATION UNIO 9183576014 8506 E 61ST ST TULSA OK 74133 SHEA LUDWIG EXECUTIVE DIRECTOR 9183576014 2026-05-15 1 1 JASON T COBB P01649298 9187491040 2024 2025-03-06 01:10:19Z 8506 E 61ST ST TULSA OK 74133 2539268 0 X WWW.UNIONPS.ORG/FOUNDATION X 1991 OK TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION SCHOOL PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT. 19 19 3 25 0 0 1079719 1259306 0 0 96994 53836 338419 469349 1515132 1782491 1157727 1214248 0 0 93973 99313 0 0 63354 54208 66694 1305908 1380255 209224 402236 4331071 5122137 7867 58517 4323204 5063620 TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION SCHOOL PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT. 0 0 1210249 1210248 GRANTS TO CLASSROOM INSTRUCTORS TO FUND CREATIVE TEACHING METHODS:MATERIALS TO BENEFIT UNION DISTRICT STUDENTS 4000 4000 SCHOLARSHIPS 26217 OTHER PROGRAM RELATED EXPENSES 1240466 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 OK X STEVE ZENTHOEFER TREASURER 9183576014 8506 E 61ST ST TULSA OK 74133 SHEA LUDWIG EXECUTIVE DIR. 40.00 X 80000 0 0 BRETT BENGE PRESIDENT 4.00 X X 0 0 0 REBECCA GRAY VICE PRESIDENT 4.00 X X 0 0 0 STEVE ZENTHOEFER TREASURER 1.00 X X 0 0 0 AMANDA FLAHERTY SECRETARY 1.00 X X 0 0 0 HEATHER ANDREW TRUSTEE 4.00 X 0 0 0 CHRISTINA BARNABY TRUSTEE 1.00 X 0 0 0 GREG BOUDREAU TRUSTEE 1.00 X 0 0 0 JANAE BRADFORD TRUSTEE 1.00 X 0 0 0 SANDI CALVIN TRUSTEE 1.00 X 0 0 0 MICHAEL DAVIS TRUSTEE 1.00 X 0 0 0 DR JOHN FEDERLINE TRUSTEE 1.00 X 0 0 0 GUY FORTNEY TRUSTEE 1.00 X 0 0 0 BRIANNA HAWKINS TRUSTEE 1.00 X 0 0 0 DR JESSICA KREITZBERG TRUSTEE 1.00 X 0 0 0 ASHLEY MADEWELL TRUSTEE 1.00 X 0 0 0 MARTY MALONE TRUSTEE 1.00 X 0 0 0 KRISTIN MOORE TRUSTEE 1.00 X 0 0 0 CHRIS PAYNE TRUSTEE 1.00 X 0 0 0 JOEY REYES TRUSTEE 1.00 X 0 0 0 BENJAMIN REYNOLDS TRUSTEE 4.00 X 0 0 0 RACHEL ROBISON TRUSTEE 1.00 X 0 0 0 KULSUM SIDDIQUI TRUSTEE 1.00 X 0 0 0 TRACY WEESE TRUSTEE 1.00 X 0 0 0 ABIGAIL WENDT TRUSTEE 1.00 X 0 0 0 LINDSAY WHITE TRUSTEE 1.00 X 0 0 0 RENEE WHITE TRUSTEE 1.00 X 0 0 0 80000 0 0 0 0 0 0 0 1259306 14150 1259306 77936 77936 633747 657847 -24100 -24100 -24100 542030 98930 443100 443100 MISCELLANEOUS INCOME 900099 26249 26249 26249 1782491 0 0 523185 1210248 1210248 4000 4000 80000 20000 20000 40000 12334 3818 3817 4699 6979 1800 1800 3379 15192 10659 4533 16942 16942 1147 805 342 13886 9743 4143 20 14 6 2968 193 1750 1025 IN-KIND EXPENSES 14150 9928 4222 PAYROLL MANAGEMENT FEES 1577 407 407 763 MEALS & ENTERTAINMENT 812 570 242 1380255 1240466 76435 63354 1234657 1700123 160000 160000 2936414 3262014 4331071 5122137 7867 58517 7867 58517 X 3435449 4111397 887755 952223 4323204 5063620 4331071 5122137 402236 338180 0 X 0 1 X 0 0 X 858826 786932 1116062 1079719 1245156 5086695 858826 786932 1116062 1079719 1245156 5086695 5086695 35949 38875 53937 69584 77936 276281 5362976 0.94850 0.85820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2705872 363921 3069793 2362881 342991 2705872 2126620 236261 2362881 1941806 523983 2465789 1732652 146747 62407 1941806 1 0 0 X 2202661 338181 98931 437112 1765549 16942 16942 1782491 1462244 98931 98931 1363313 16942 16942 1380255 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 DINNER AND AUCTION 542030 542030 98930 542030 542030 98930 98930 443100 1 UNION PUBLIC SCHOOLS 8506 EAST 61ST STREET TULSA OK 74133 1210248 0 TEACHER AND PROGRAM GRANTS SCHOLARSHIP 1 4000 CASH DISBURSEMENT SCHOLARSHIP ASSITANCE 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.