2021-06-15T15:30:19-07:00 2020-06-30 453705962 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 74105 990 2019-07-01 731377860 Union Schools Education Foundation Inc UNIO 9183576014 8506 E 61st St Tulsa OK 74133 Ben Reynolds Treasurer 2021-06-15 true Lisa M Anderson CPA P00096318 9187491040 2019 2022-09-23 18:48:47Z 8506 E 61st St Tulsa OK 74133 2946141 false X www.unionps.org/foundation X 1991 OK TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT. 15 15 2 24 0 531323 1333369 0 330997 157609 25963 2469 888283 1493447 59562 60695 0 65872 65571 0 32784 1225370 907875 1350804 1034141 -462521 459306 2358471 2749525 8166 20152 2350305 2729373 TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT. false false 889888 Scholarships 55195 Grants to classroom instructors to fund creative teaching methods:materials to benefit union district students 945083 true true false false false false false false false false false false false false false false true false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 0 0 false 2 true false false false false false true true false 0 false false false false false false false X 15 15 false false true false true true true true true false false true true true true false false true false false OK X Ben Reynolds Treasurer 9183576014 8506 E 61st St Tulsa OK 74133 Shea Ludwig Executive Dir. 40.00 0.00 X 54688 0 0 Darren Burns President 4.50 0.00 X X 0 0 0 Lyndsey Reyes President Elect 2.00 0.00 X X 0 0 0 Ben Reynolds Treasurer 5.50 0.00 X X 0 0 0 Brett Benge Secretary 4.00 0.00 X X 0 0 0 Jeff Bennett Trustee 1.00 0.00 X 0 0 0 Sandi Calvin Trustee 1.00 0.00 X 0 0 0 Steve Click Trustee 2.00 0.00 X 0 0 0 Dr Kirt Hartzler Trustee 1.00 0.00 X 0 0 0 Mike Lyles Trustee 1.00 0.00 X 0 0 0 Ashley Madewell Trustee 1.00 0.00 X 0 0 0 Kenneth Moore Trustee 1.00 0.00 X 0 0 0 Kristin Moore Trustee 2.00 0.00 X 0 0 0 Steve Nguyen Trustee 1.00 0.00 X 0 0 0 Chris Payne Trustee 1.00 0.00 X 0 0 0 Leigh Roy Trustee 1.00 0.00 X 0 0 0 Kulsum Siddiqui Trustee 5.00 0.00 X 0 0 0 Susan Simpson Trustee 1.00 0.00 X 0 0 0 Josie Starnella Trustee 1.00 0.00 X 0 0 0 Mark Steele Trustee 2.00 0.00 X 0 0 0 Kendra Thompson Trustee 2.00 0.00 X 0 0 0 Misty Thurman Trustee 2.00 0.00 X 0 0 0 Tracy Weese Trustee 1.00 0.00 X 0 0 0 Steve Zenthoefer Trustee 2.00 0.00 X 0 0 0 54688 0 false false false 0 175009 1158360 1333369 0 51906 51906 0 0 0 1478509 1372806 105703 105703 105703 82357 175009 79888 2469 0 0 0 1493447 157609 X 55195 55195 5500 5500 0 0 54688 13672 13672 27344 0 4912 1229 1228 2455 0 0 5971 1493 1493 2985 1066 1066 0 8603 8603 0 0 11176 11176 0 360 360 414 414 2877 2877 0 0 0 0 0 0 0 0 2223 2223 REACH Program 610340 610340 ECHS - Kaiser 68369 68369 PLTW Distributions 61480 61480 Pass Through 30771 30771 110196 97034 13162 1034141 945083 56274 32784 0 476148 817586 500 0 0 0 0 0 4500 0 0 1877823 1931439 0 0 0 0 2358471 2749525 8166 7570 12582 8166 20152 X 2031280 2226601 319025 502772 2350305 2729373 2358471 2749525 459306 -80238 X X false true X true false X 348510 380061 2387286 374987 1333369 4824213 0 0 348510 380061 2387286 374987 1333369 4824213 2590037 2234176 27099 27465 33153 38018 51906 177641 0 0 5001854 0.44670 0.69620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1481921 -80238 79888 -350 1482271 11176 11176 1493447 1102853 79888 79888 1022965 11176 11176 1034141 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Direct Fundraising Expenses $79888 Part XII, Line 2d: Other expenses and losses per audited F/S Direct Fundraising Expenses $79888 false A Night of Surprises 257366 175009 82357 14005 26844 39039 257366 175009 82357 14005 26844 39039 79888 2469 false Union Schools 8506 East 61st Street Tulsa OK 74133 928689 0 TEACHER AND PROGRAM GRANTS 0 1 SCHOLARSHIP 2 5500 Cash disbursement Scholarship assistance Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents ELECTION. The officers shall be elected by the Board at its Annual meeting. The officers of USEF shall be the President, President-Elect, Secretary and Treasurer, plus other officers as may be designated by the Board. All officers shall be elected from the Board. USEF President shall hold office for two years while President-Elect shall hold office for one or two years depending on term. All other officers shall hold office for a term of one year, which shall be from July 1 through June 30 of each year, or until a successor is elected. Any officer elected or appointed by the Board may be removed at any time with or without cause by the affirmative vote of two-thirds (2/3) majority of the voting Trustees. SECRETARY. The Secretary shall be responsible for keeping all documents and records of USEF including, but not limited to, recording minutes of all meetings of the membership and Board. In the absence of the Secretary at meetings, the President shall appoint a temporary secretary to record the minutes. Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 IS REVIEWED BY THE TREASURER OF THE ORGANIZATION BEFORE FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management 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, Line 19: Other Organization Documents Publicly Available THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION. Form 990, Part IX, Line 24e: Other Expenses Rosa Parks SemGroup: Column (A) - Total = $27160; Column (B) - Program Services = $27160; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Unrestricted program: Column (A) - Total = $17536; Column (B) - Program Services = $17536; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses CPT: Column (A) - Total = $14818; Column (B) - Program Services = $14818; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Career Connect : Column (A) - Total = $12272; Column (B) - Program Services = $12272; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Foundation Admin. expenses: Column (A) - Total = $11500; Column (B) - Program Services = $0; Column (C) - Management & General = $11500; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Fund the Need: Column (A) - Total = $10000; Column (B) - Program Services = $10000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses PK Camp: Column (A) - Total = $6133; Column (B) - Program Services = $6133; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Teacher of the Year: Column (A) - Total = $2718; Column (B) - Program Services = $2718; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Restricted programs: Column (A) - Total = $2600; Column (B) - Program Services = $2600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Student Leadership: Column (A) - Total = $1575; Column (B) - Program Services = $1575; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Printing and Publications: Column (A) - Total = $1014; Column (B) - Program Services = $0; Column (C) - Management & General = $1014; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Ochoa Elementary: Column (A) - Total = $1000; Column (B) - Program Services = $1000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Darnaby TRSA: Column (A) - Total = $511; Column (B) - Program Services = $511; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses District/Superintendent: Column (A) - Total = $320; Column (B) - Program Services = $320; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Bank & Credit Card Fees: Column (A) - Total = $303; Column (B) - Program Services = $0; Column (C) - Management & General = $303; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Meals & Entertainment: Column (A) - Total = $214; Column (B) - Program Services = $0; Column (C) - Management & General = $214; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses ASPIRE - Fund the Need: Column (A) - Total = $182; Column (B) - Program Services = $182; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses TRSA: Column (A) - Total = $156; Column (B) - Program Services = $156; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Postage and Shipping: Column (A) - Total = $119; Column (B) - Program Services = $0; Column (C) - Management & General = $119; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses College and Career Standing: Column (A) - Total = $53; Column (B) - Program Services = $53; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e: Other Expenses Dues & Professional Dev.: Column (A) - Total = $12; Column (B) - Program Services = $0; Column (C) - Management & General = $12; Column (D) - Fundraising = $0 Form 990, Part XII, Line 2: Change of Oversight or Selection Process THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.