OKMULGEE EDUCATION FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OKMULGEE EDUCATION FOUNDATION (EIN 73-1439808)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-03-07
IRS object ID
202300669349201850
Schema version
2021v4.1
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)
Return2023-03-07T15:15:51-08:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471209742PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Greg Marriott CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1215 East 8th StreetAddressLine1Txt
CityOkmulgeeCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731439808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKMULGEE EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOKMUBusinessNameControlTxt
Phone9185497222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 464AddressLine1Txt
CityOKMULGEECityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid GrimmettPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-03-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDavidPersonFirstNm
Person LastGrimmettPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGreg Marriott CPAPreparerPersonNm
PTINP00527969PTIN
Phone9187569180PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$44,446GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$27,840ContributionsGiftsGrantsEtcAmt
Investment Income$7,239InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$9,364FundraisingGrossIncomeAmt
Special Events Direct Expenses$525SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$8,839SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Other Revenue Total$3OtherRevenueTotalAmt
Total Revenue$43,921TotalRevenueAmt
Grants And Similar Amounts Paid$49,048GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$4,337OtherExpensesTotalAmt
Total Expenses$53,385TotalExpensesAmt
Excess Or Deficit For Year-$9,464ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$265,002NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$255,538NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$265,002BOYAmt
EOY$255,538EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$265,002BOYAmt
EOY$255,538EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$265,002BOYAmt
EOY$255,538EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeProvide Resources to Public SchoolsPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
We are able to send high school and middle school students to the Young at Art series at the Tulsa Performing Arts Center thanks to a grant from the Viersen Foundation. We had a carryover from last year to fund this grant and no additional Viersen Funds were received in this fiscal year. This funding allowed the students to be exposed to many cultural events. This funding also paid for all transportation costs for these bus trips. $7,224 was paid to Celebrity Attractions.$7,224
Throughout the academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and it's teachers. During the 2021-22 school year, the Okmulgee Education Foundation spent over $10,823.77 in the funding of classroom grants.$10,824
Two individuals were awarded a $2,000 Okmulgee Freshman Scholarship each.$4,000
FieldValueIRS element (for citing)
Total Program Service Expenses$22,048TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Margaret Hess
Vice President1.00$0
Heather Kimbley
President2.00$0
Julie Roberds
Secretary1.00$0
David Grimmett
Treasurer2.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID GRIMMETTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1702 N SEMINOLEAddressLine1Txt
CityOKMULGEECityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd
FieldValueIRS element (for citing)
Phone9185497222PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

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$21,550CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,855CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,654CurrentTaxYearMinus1YearAmt
Current Tax Year$27,840CurrentTaxYearAmt
Total$104,799TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,550CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,855CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,654CurrentTaxYearMinus1YearAmt
Current Tax Year$27,840CurrentTaxYearAmt
Total$104,799TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$104,799PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,515CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,944CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,537CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,749CurrentTaxYearMinus1YearAmt
Current Tax Year$7,239CurrentTaxYearAmt
Total$33,984TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$138,783TotalSupportAmt
Public Support CY1700.75510PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1CASH IN LIEU $3
Grants and Similar Amounts Paid In Excess of $5,000.1| Cash Amount Given: $49048
Other Expenses.1MISC-DISCRETIONARY $3513
Other Expenses.2LETTER O BANQUET $764
Other Expenses.3BANK SERVICE CHARGES $60

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