OAK RIDGE R-VI SCHOOLS FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
OAK RIDGE R-VI SCHOOLS FOUNDATION INC (EIN 43-1841944)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-30
IRS object ID
202421219349301022
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-04-30T11:30:44-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431500106PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STANLEY DIRNBERGER HOPPER & ASSOC LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11441 N MOUNT AUBURN RDAddressLine1Txt
CityCAPE GIRARDEAUCityNm
State AbbreviationMOStateAbbreviationCd
ZIP637012171ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431841944EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OAK RIDGE R-VI SCHOOLS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOAKRBusinessNameControlTxt
Phone5732663218PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14198 STATE HIGHWAY EAddressLine1Txt
CityOAK RIDGECityNm
State AbbreviationMOStateAbbreviationCd
ZIP63769ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMIKE COWANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5732663218PhoneNum
Signature2024-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMIKEPersonFirstNm
Person LastCOWANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK W KINTNERPreparerPersonNm
PTINP01244602PTIN
Phone5733343343PhoneNum
Preparation2024-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHEATHER SHORTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14198 STATE HIGHWAY EAddressLine1Txt
CityOAK RIDGECityNm
State AbbreviationMOStateAbbreviationCd
ZIP63769ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,896GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionPROVIDE FUNDRAISING FOR THE OAK RIDGE R-VI SCHOOL DISTRICT AND PROVIDE FUNDING FOR A SCHOLARSHIP PROGRAM.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$18,954PYContributionsGrantsAmt
CY Contributions Grants$17,776CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$219PYInvestmentIncomeAmt
CY Investment Income$2,120CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$19,173PYTotalRevenueAmt
CY Total Revenue$19,896CYTotalRevenueAmt
PY Grants And Similar Paid$7,760PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,026CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$896CYTotalFundraisingExpenseAmt
PY Other Expenses$917PYOtherExpensesAmt
CY Other Expenses$1,578CYOtherExpensesAmt
PY Total Expenses$8,677PYTotalExpensesAmt
CY Total Expenses$16,604CYTotalExpensesAmt
PY Revenues Less Expenses$10,496PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,292CYRevenuesLessExpensesAmt
Total Assets BOY$112,964TotalAssetsBOYAmt
Total Assets EOY$116,256TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$112,964NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$116,256NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE FUNDRAISING FOR THE OAK RIDGE R-VI SCHOOL DISTRICT AND PROVIDE FUNDING FOR A SCHOLARSHIP PROGRAM.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$7,826ExpenseAmt
Grant$7,526GrantAmt
Revenue$17,776RevenueAmt
DescPROVIDE FUNDRAISING FOR THE OAK RIDGE R-VI SCHOOL DISTRICT PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$7,500ExpenseAmt
Grant$7,500GrantAmt
DescPOST-SECONDARY SCHOLARSHIPS FOR QUALIFYING INDIVIDUALS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$15,326TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMIKE COWANPersonNm
Phone5732663218PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14198 STATE HIGHWAY EAddressLine1Txt
CityOAK RIDGECityNm
State AbbreviationMOStateAbbreviationCd
ZIP63769ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MIKE COWAN
TREASURER2.00Yes (X)$0$0$0
JASON GLUECK
VICE PRESIDE2.00Yes (X)$0$0$0
LISA HOWE
SECRETARY2.00Yes (X)$0$0$0
HEATHER SHORT
PRESIDENT2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$17,776AllOtherContributionsAmt
Total Contributions$17,776TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,120TotalRevenueColumnAmt
Related Or Exempt Func Income$2,120RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,896TotalRevenueColumnAmt
Related Or Exempt Func Income$2,120RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,526TotalAmt
Program Services$7,526ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$7,500TotalAmt
Program Services$7,500ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$350TotalAmt
Management And General$350ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
SUPPLIES$928$32$896
MISCELLANEOUS$300$300

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,604TotalAmt
Program Services$15,326ProgramServicesAmt
Management And General$382ManagementAndGeneralAmt
Fundraising$896FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$52,248BOYAmt
EOY$53,447EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$60,716BOYAmt
EOY$62,809EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$112,964BOYAmt
EOY$116,256EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$112,964BOYAmt
EOY$116,256EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$112,964BOYAmt
EOY$116,256EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$112,964BOYAmt
EOY$116,256EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,292ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,619CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,439CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,181CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,954CurrentTaxYearMinus1YearAmt
Current Tax Year$17,776CurrentTaxYearAmt
Total$84,969TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,619CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,439CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,181CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,954CurrentTaxYearMinus1YearAmt
Current Tax Year$17,776CurrentTaxYearAmt
Total$84,969TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$84,969PublicSupportTotal170Amt
Total Support$84,969TotalSupportAmt
Gross Receipts Rltd Activities$2,591GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1OAK RIDGE RI-VI SCHOOL DISTRICTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14198 STATE HIGHWAY EAddressLine1Txt
CityOAK RIDGECityNm
State AbbreviationMOStateAbbreviationCd
ZIP63769ZIPCd
FieldValueIRS element (for citing)
Recipient EIN436010732RecipientEIN
IRC SectionGOVIRCSectionDesc
Cash Grant$5,400CashGrantAmt
Purpose Of GrantCTC SCHOLARSHIPSPurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient7RecipientCnt
Cash Grant$7,500CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION AWARDS SCHOLARSHIPS TO HIGH SCHOOL SENIORS WHO WILL BE ATTENDING A POST-SECONDARY SCHOOL. THE RECEIPIENTS MUST APPLY FOR THE SCHOLARSHIP. THE BOARD REVIEWS THE APPLICATIONS SUBMITTED AND SELECT THE RECIPIENTS BASED ON REQUIREMENTS OF THE SCHOLARSHIP AND QUALIFICATIONS OF THE APPLICANT. AWARDED SCHOLARSHIP FUNDS ARE SENT TO THE RECIPIENT'S POST- SECONDARY SCHOOL TO BE APPLIED TOWARD THEIR TUITION AND OTHER QUALIFIED EDUCATION EXPENSES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BREVIEWED BY THE TREASURER AND PROVIDED TO THE REST OF THE BOARD FOR THEIR REVIEW PRIOR TO ISSUANCE.
FORM 990, PAGE 6, PART VI, LINE 19FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER PRIOR TO FILING.

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