THE MORE FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MORE FOUNDATION (EIN 73-1373231)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349311845
- Schema version
- 2021v4.2
- 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 | 2022-11-15T12:12:55-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731225615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH CARNEY & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 S COMMERCE AVE SUITE 33 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734013924 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731373231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORE | BusinessNameControlTxt |
| Phone | 5802231560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W MAIN STREET 510 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JENI BAKER | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 5802231560 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | JENI BAKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW D HOLLAND CPA | PreparerPersonNm |
| PTIN | P01231202 | PTIN |
| Phone | 5802261227 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JENI BAKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W MAIN STREET 510 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $441,868 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEMOREFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE MORE FOUNDATION IS TO PROVIDE FINANCIAL INCENTIVES TO ALL CARTER COUNTY PUBLIC HIGH SCHOOL GRADUATES FROM AVERAGE INCOME FAMILIES TO PURSUE HIGHER EDUCATION GOALS AT OKLAHOMA COLLEGES, UNIVERSITIES, AND VOCATIONAL-TECHNICAL SCHOOLS OF THEIR CHOICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $475,458 | PYContributionsGrantsAmt |
| CY Contributions Grants | $399,218 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $35 | PYOtherRevenueAmt |
| CY Other Revenue | $34,937 | CYOtherRevenueAmt |
| PY Total Revenue | $475,493 | PYTotalRevenueAmt |
| CY Total Revenue | $434,155 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $155,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $202,416 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $113,109 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $87,054 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,123 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,297 | PYOtherExpensesAmt |
| CY Other Expenses | $28,914 | CYOtherExpensesAmt |
| PY Total Expenses | $310,906 | PYTotalExpensesAmt |
| CY Total Expenses | $318,384 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $164,587 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $115,771 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $300,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $413,323 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,709 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,326 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $295,226 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $410,997 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE MORE FOUNDATION IS TO PROVIDE FINANCIAL INCENTIVES TO ALL CARTER COUNTY PUBLIC HIGH SCHOOL GRADUATES FROM AVERAGE INCOME FAMILIES TO PURSUE HIGHER EDUCATION GOALS AT OKLAHOMA COLLEGES, UNIVERSITIES, AND VOCATIONAL-TECHNICAL SCHOOLS OF THEIR CHOICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $269,712 | ExpenseAmt |
| Grant | $202,416 | GrantAmt |
| Desc | PROVIDE SCHOLARSHIPS TO AREA STUDENTS TO FURTHER THEIR POST-HIGH SCHOOL EDUCATION. | Desc |
| Total Program Service Expenses | $269,712 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | Yes (1) | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | Yes (1) | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (1) | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5802231560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W MAIN STREET 510 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JENI BAKER | ||||||
| CHAIR, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE BRADY | ||||||
| VICE CHAIR, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AUDREY COX | ||||||
| SECRETARY, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAKE CHARNOCK | ||||||
| TREASURER, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JODY BENNETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAKE BRAMLETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RENITA BROADES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY HAYS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAIGE HENRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARRYL HOWARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRISH LONG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN WOERZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR FARVE | ||||||
| ADVISORY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN SPARKS WATT | ||||||
| ADVISORY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT OWNBEY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $26,096 | $0 | $0 |
| AUSTIN KLOSOSKY | ||||||
| SCHOLARSHIP DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $26,096 | 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 |
| Fundraising | $6,097 | FundraisingAmt |
| All Other Contributions | $393,121 | AllOtherContributionsAmt |
| Total Contributions | $399,218 | TotalContributionsAmt |
| Fundraising Gross Income | $42,650 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,097 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $7,713 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,937 | TotalRevenueColumnAmt |
| Exclusion | $34,937 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $434,155 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,937 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,416 | TotalAmt |
| Program Services | $202,416 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,096 | TotalAmt |
| Program Services | $15,657 | ProgramServicesAmt |
| Management And General | $9,132 | ManagementAndGeneralAmt |
| Fundraising | $1,307 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,198 | TotalAmt |
| Program Services | $33,119 | ProgramServicesAmt |
| Management And General | $19,319 | ManagementAndGeneralAmt |
| Fundraising | $2,760 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,760 | TotalAmt |
| Program Services | $3,458 | ProgramServicesAmt |
| Management And General | $2,014 | ManagementAndGeneralAmt |
| Fundraising | $288 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,728 | TotalAmt |
| Management And General | $7,728 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275 | TotalAmt |
| Fundraising | $275 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,183 | TotalAmt |
| Program Services | $1,910 | ProgramServicesAmt |
| Management And General | $1,114 | ManagementAndGeneralAmt |
| Fundraising | $159 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60 | TotalAmt |
| Program Services | $36 | ProgramServicesAmt |
| Management And General | $21 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,616 | TotalAmt |
| Program Services | $2,301 | ProgramServicesAmt |
| Management And General | $315 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,192 | TotalAmt |
| Program Services | $1,132 | ProgramServicesAmt |
| Management And General | $60 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428 | TotalAmt |
| Management And General | $428 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79 | TotalAmt |
| Program Services | $79 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960 | TotalAmt |
| Management And General | $960 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| UTILITIES | $3,748 | $3,748 | |
| DUES & SUBSCRIPTIONS | $2,950 | $2,950 | |
| REIMBURSEMENTS | $1,385 | $1,385 | |
| MEALS | $976 | $976 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$11,666 | TotalAmt |
| Program Services | -$6,781 | ProgramServicesAmt |
| Management And General | -$4,216 | ManagementAndGeneralAmt |
| Fundraising | -$669 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,384 | TotalAmt |
| Program Services | $269,712 | ProgramServicesAmt |
| Management And General | $44,549 | ManagementAndGeneralAmt |
| Fundraising | $4,123 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,459 | BOYAmt |
| EOY | $146,312 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,397 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $267,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,799 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,799 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,935 | BOYAmt |
| EOY | $413,323 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,709 | BOYAmt |
| EOY | $2,326 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,709 | BOYAmt |
| EOY | $2,326 | 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 | $295,226 | BOYAmt |
| EOY | $410,997 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,226 | BOYAmt |
| EOY | $410,997 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,935 | BOYAmt |
| EOY | $413,323 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $115,771 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $337,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $375,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $406,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $475,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $399,218 | CurrentTaxYearAmt |
| Total | $1,994,731 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $337,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $375,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $406,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $475,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $399,218 | CurrentTaxYearAmt |
| Total | $1,994,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $971,297 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,023,434 | PublicSupportTotal170Amt |
| Total Support | $1,994,731 | TotalSupportAmt |
| Public Support CY170 | 0.51310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49540 | 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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,799 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,799 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $28,939 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,049 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,890 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,730 | OtherDirectExpensesEvent1Amt |
| Event2 | TRIVIA NIGHT FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $19,808 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,048 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,760 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,983 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $48,747 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,097 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $42,650 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,713 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,713 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $34,937 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITIES FOUNDATION OF OKLAHOMA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122ND SUITE D | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 731396320 | RecipientEIN |
| IRC Section | 3 | IRCSectionDesc |
| Cash Grant | $202,416 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SCHOLARSHIP FUNDING | PurposeOfGrantTxt |
Schedule L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FORMER EXECUTIVE DIRECTOR | PersonNm |
| Rln Disqualified Person Org | FORMER EXECUTIVE DIRECTOR | RlnDisqualifiedPersonOrgTxt |
| Transaction | DISQUALIFIED PERSON IS ACCUSED OF DIVERTING THE FOUNDATION'S CASH FOR PERSONAL USE VIA EXTRA PAYROLL CHECKS, FICTITIOUS REIMBURSEMENT REQUESTS, AND ATM WITHDRAWALS. | TransactionDesc |
| Transaction Corrected | 0 | TransactionCorrectedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Imposed | $99,567 | TaxImposedAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 5 | THE FORMER EXECUTIVE DIRECTOR DIVERTED $398,268 BY MEANS OF DUPLICATED PAYROLL CHECKS, FICTITIOUS EXPENSE REIMBURSEMENTS, AND ATM WITHDRAWALS. UPON REALIZATION OF THE DIVERSION, THE FORMER EXECUTIVE DIRECTOR WAS DISMISSED IMMEDIATELY. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF THE TAX RETURN WERE SENT TO ALL EXECUTIVE BOARD MEMBERS FOR REVIEW AND COMMENT BEFORE THE RETURN WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS WILL INFORM THE BOARD OF ANY CONFLICT OF INTEREST, AND THE BOARD DETERMINES THE REMEDY FOR ANY CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | AN INDEPENDENT COMPENSATION COMMITTEE SETS THE SALARY OF THE EXECUTIVE DIRECTOR, WHICH IS THE ONLY PAID POSITION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
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