UNION SCHOOLS EDUCATION FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNION SCHOOLS EDUCATION FOUNDATION INC (EIN 73-1377860)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202521359349307542
Schema version
2023v6.0
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)
Return2025-05-15T10:23:00-07:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453705962PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Morse & Co PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16060 S American Plaza St E Ste 600AddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731377860EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Union Schools Education FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIOBusinessNameControlTxt
Phone9183576014PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18506 E 61st StAddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74133ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSteve ZenthoeferPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJason T CobbPreparerPersonNm
PTINP01649298PTIN
Phone9187491040PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSteve ZenthoeferPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18506 E 61st StAddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP741331916ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,270,653GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.unionps.org/foundationWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTO 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 Body27VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers23TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,116,062PYContributionsGrantsAmt
CY Contributions Grants$1,079,719CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$56,681PYInvestmentIncomeAmt
CY Investment Income$96,994CYInvestmentIncomeAmt
PY Other Revenue$272,444PYOtherRevenueAmt
CY Other Revenue$338,419CYOtherRevenueAmt
PY Total Revenue$1,445,187PYTotalRevenueAmt
CY Total Revenue$1,515,132CYTotalRevenueAmt
PY Grants And Similar Paid$763,468PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,157,727CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$83,165PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$93,973CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$59,720CYTotalFundraisingExpenseAmt
PY Other Expenses$44,065PYOtherExpensesAmt
CY Other Expenses$54,208CYOtherExpensesAmt
PY Total Expenses$890,698PYTotalExpensesAmt
CY Total Expenses$1,305,908CYTotalExpensesAmt
PY Revenues Less Expenses$554,489PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$209,224CYRevenuesLessExpensesAmt
Total Assets BOY$3,847,458TotalAssetsBOYAmt
Total Assets EOY$4,331,071TotalAssetsEOYAmt
Total Liabilities EOY$7,867TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,847,458NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,323,204NetAssetsOrFundBalancesEOYAmt
MissionTO 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,149,815ExpenseAmt
DescGrants to classroom instructors to fund creative teaching methods:materials to benefit union district studentsDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$23,557ExpenseAmt
DescOther Program related expenses.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,912ExpenseAmt
DescScholarshipsDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,181,284TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
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 Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
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 Members27GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
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 PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSteve Zenthoefer TreasurerPersonNm
Phone9183576014PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18506 E 61st StAddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP741331916ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Shea Ludwig
Executive Dir.40.000.00Yes (X)$80,000$0$0
Jay Flemming
President4.000.00Yes (X)$0$0$0Yes (X)
Rebecca Gray
Trustee4.000.00Yes (X)$0$0$0Yes (X)
Brett Benge
Vice President4.000.00Yes (X)$0$0$0Yes (X)
Nikhil Kawlra
Secretary4.000.00Yes (X)$0$0$0Yes (X)
Steve Zenthoefer
Treasurer4.000.00Yes (X)$0$0$0Yes (X)
Steve Click
Trustee1.000.00Yes (X)$0$0$0
Heather Andrew
Trustee1.000.00Yes (X)$0$0$0
Christina Barnaby
Trustee1.000.00Yes (X)$0$0$0
Greg Boudreau
Trustee1.000.00Yes (X)$0$0$0
Lyndsey Reyes
Trustee1.000.00Yes (X)$0$0$0
Sandy Calvin
Trustee1.000.00Yes (X)$0$0$0
Dr John Federline
Trustee1.000.00Yes (X)$0$0$0
Guy Fortney
Trustee1.000.00Yes (X)$0$0$0
Brianna Hawkins
Trustee1.000.00Yes (X)$0$0$0
Dr Kirt Hartzler
Trustee1.000.00Yes (X)$0$0$0
Ashley Madewell
Trustee1.000.00Yes (X)$0$0$0
Kristin Moore
Trustee1.000.00Yes (X)$0$0$0
Chris Payne
Trustee1.000.00Yes (X)$0$0$0
Joey Reyes
Trustee1.000.00Yes (X)$0$0$0
Benjamin Reynolds
Trustee1.000.00Yes (X)$0$0$0
Kulsum Siddiqui
Trustee1.000.00Yes (X)$0$0$0
Tracy Weese
Trustee1.000.00Yes (X)$0$0$0
Lindsay White
Trustee1.000.00Yes (X)$0$0$0
Amanda Murphy
Trustee1.000.00Yes (X)$0$0$0
Darren Burns
Trustee1.000.00Yes (X)$0$0$0
Kenneth Moore
Trustee1.000.00Yes (X)$0$0$0
Josie Starnella
Trustee1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$80,000TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,079,719AllOtherContributionsAmt
Total Contributions$1,079,719TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,584TotalRevenueColumnAmt
Exclusion$69,584ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$691,206SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$663,796SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$27,410SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,410TotalRevenueColumnAmt
Related Or Exempt Func Income$27,410RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$403,887FundraisingGrossIncomeAmt
Fundraising Direct Expenses$91,725FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$312,162TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneous IncomeDesc
Business900099BusinessCd
Total Revenue Column$26,257TotalRevenueColumnAmt
Related Or Exempt Func Income$26,257RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$26,257OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,515,132TotalRevenueColumnAmt
Related Or Exempt Func Income$53,667RelatedOrExemptFuncIncomeAmt
Exclusion$69,584ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,149,815TotalAmt
Program Services$1,149,815ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$7,912TotalAmt
Program Services$7,912ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$80,000TotalAmt
Program Services$20,000ProgramServicesAmt
Management And General$20,000ManagementAndGeneralAmt
Fundraising$40,000FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,530TotalAmt
Program Services$1,446ProgramServicesAmt
Management And General$1,446ManagementAndGeneralAmt
Fundraising$2,638FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$351TotalAmt
Program Services$88ProgramServicesAmt
Management And General$87ManagementAndGeneralAmt
Fundraising$176FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,092TotalAmt
Program Services$2,023ProgramServicesAmt
Management And General$2,023ManagementAndGeneralAmt
Fundraising$4,046FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,951TotalAmt
Management And General$11,951ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,909TotalAmt
Management And General$13,909ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$164TotalAmt
Management And General$164ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,994TotalAmt
Management And General$1,994ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,656TotalAmt
Management And General$7,656ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$972TotalAmt
Management And General$972ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,003TotalAmt
Management And General$2,003ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
In-Kind Expenses$12,860$12,860
Meals & Entertainment$868$868
Printing and Publications$857$857
Bank/Credit Card Fees$679$679

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$295TotalAmt
Management And General$295ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,305,908TotalAmt
Program Services$1,181,284ProgramServicesAmt
Management And General$64,904ManagementAndGeneralAmt
Fundraising$59,720FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,255,737BOYAmt
EOY$1,234,657EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$240,000BOYAmt
EOY$160,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,351,721BOYAmt
EOY$2,936,414EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,847,458BOYAmt
EOY$4,331,071EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$7,867EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$7,867EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,929,181BOYAmt
EOY$3,435,449EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$918,277BOYAmt
EOY$887,755EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,847,458BOYAmt
EOY$4,323,204EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,847,458BOYAmt
EOY$4,331,071EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$209,224ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$266,522NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
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$1,333,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$858,826CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$786,932CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,116,062CurrentTaxYearMinus1YearAmt
Current Tax Year$1,079,719CurrentTaxYearAmt
Total$5,174,908TotalAmt

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$1,333,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$858,826CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$786,932CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,116,062CurrentTaxYearMinus1YearAmt
Current Tax Year$1,079,719CurrentTaxYearAmt
Total$5,174,908TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$578,669SubstantialContributorsTotAmt
Public Support Total170$4,596,239PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,906CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,949CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,875CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,937CurrentTaxYearMinus1YearAmt
Total$180,667TotalAmt

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$5,355,575TotalSupportAmt
Public Support CY1700.85820PublicSupportCY170Pct
Public Support PY1700.41940PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,362,881BeginningYearBalanceAmt
Contributions$342,991ContributionsAmt
End Year Balance$2,705,872EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,126,620BeginningYearBalanceAmt
Contributions$236,261ContributionsAmt
End Year Balance$2,362,881EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,941,806BeginningYearBalanceAmt
Investment Earnings Or Losses$523,983InvestmentEarningsOrLossesAmt
End Year Balance$2,465,789EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,732,652BeginningYearBalanceAmt
Contributions$146,747ContributionsAmt
Investment Earnings Or Losses$62,407InvestmentEarningsOrLossesAmt
End Year Balance$1,941,806EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,662,580BeginningYearBalanceAmt
Investment Earnings Or Losses$70,072InvestmentEarningsOrLossesAmt
End Year Balance$1,732,652EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd
Total Rev Etc Audited Fincl Stmt$1,859,470TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$266,522NetUnrealizedGainsInvstAmt
Other Revenue$91,725OtherRevenueAmt
Revenue Not Reported$358,247RevenueNotReportedAmt
Revenue Subtotal$1,501,223RevenueSubtotalAmt
Investment Expenses Not Incld$13,909InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$13,909RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,515,132TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,383,724TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$91,725OtherExpensesIncludedAmt
Expenses Not Reported$91,725ExpensesNotReportedAmt
Expenses Subtotal$1,291,999ExpensesSubtotalAmt
Investment Expenses Not Incld2$13,909InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$13,909ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,305,908TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4: Intended uses of the endowment fund.To provide funding for Union Schools Education Foundation, Inc. programs, grants, scholarships, and other expenses.
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990Direct Fundraising Expenses $91725
Part XII, Line 2d: Other expenses and losses per audited F/SDirect Fundraising Expenses $91725

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Dinner & AuctionEvent1Nm
Gross Receipts Event1$399,048GrossReceiptsEvent1Amt
Gross Revenue Event1$399,048GrossRevenueEvent1Amt
Other Direct Expenses Event1$90,649OtherDirectExpensesEvent1Amt
Gross Receipts Total$399,048GrossReceiptsTotalAmt
Gross Revenue Total Events$399,048GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$90,649OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$90,649DirectExpenseSummaryEventsAmt
Net Income Summary$308,399NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Union Public SchoolsBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18506 E 61st StAddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74133ZIPCd
FieldValueIRS element (for citing)
Cash Grant$1,149,815CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantTeacher and Program GrantsPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipGrantTypeTxt
Recipient1RecipientCnt
Cash Grant$7,912CashGrantAmt
Valuation Method UsedCash disbursementValuationMethodUsedDesc
Non Cash AssistanceScholarship assitanceNonCashAssistanceDesc

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bTHE FORM 990 IS REVIEWED BY THE TREASURER OF THE ORGANIZATION BEFORE FILING.
Form 990, Part VI, Section B, Line 12cOFFICERS, 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 15aA 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 19THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION.
Form 990, Part XII, Line 2cTHE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

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