OKMULGEE EDUCATION FOUNDATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
OKMULGEE EDUCATION FOUNDATION (EIN 73-1439808)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-01-15
IRS object ID
202020159349200222
Schema version
2018v3.1
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)
Return2020-01-15T11:51:07-08:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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)
PersonMargaret HessPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-01-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGreg Marriott CPAPreparerPersonNm
PTINP00527969PTIN
Phone9187569180PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$60,459GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$27,900ContributionsGiftsGrantsEtcAmt
Investment Income$6,944InvestmentIncomeAmt
Sale Of Assets Gross$15,175SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$4,051CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$11,124GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$10,440FundraisingGrossIncomeAmt
Special Events Direct Expenses$291SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$10,149SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$56,117TotalRevenueAmt
Grants And Similar Amounts Paid$55,944GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$4,631OtherExpensesTotalAmt
Total Expenses$60,575TotalExpensesAmt
Excess Or Deficit For Year-$4,458ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$271,280NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$266,822NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$271,280BOYAmt
EOY$266,822EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$271,280BOYAmt
EOY$266,822EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$271,280BOYAmt
EOY$266,822EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeProvide Resources to Public SchoolsPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram 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. This funding allowed the students to be exposed to many cultural events. This funding also paid for all transportation costs for these bus trips.$15,960$15,000
Throughout the academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and it's teachers. During the 2018-19 school year, the Okmulgee Education Foundation spent over $17,026.02 in the funding of classroom grants.$17,026
The Education Foundation also provided funding for a career day at the middle school which allowed middle school students to see what local business offer the Okmulgee community. In addition, we funded a Lego Robotics Camp held at OSUIT. The cost to the Okmulgee Education Foundation was $5,459.29.$5,459
FieldValueIRS element (for citing)
Total Program Service Expenses$38,445TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Margaret Hess
President2.00$0
Crystal Larabee
Vice President1.00$0
Pat Wilson
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
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
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
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
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$45,550CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,550CurrentTaxYearMinus1YearAmt
Current Tax Year$27,900CurrentTaxYearAmt
Total$145,220TotalAmt

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$45,550CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,550CurrentTaxYearMinus1YearAmt
Current Tax Year$27,900CurrentTaxYearAmt
Total$145,220TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$145,220PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,530CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,530CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,284CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,515CurrentTaxYearMinus1YearAmt
Current Tax Year$6,944CurrentTaxYearAmt
Total$28,803TotalAmt

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$174,023TotalSupportAmt
Public Support CY1700.83450PublicSupportCY170Pct
Public Support PY1700.87850PublicSupportPY170Pct
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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1| Cash Amount Given: $55944
Other Expenses.1MISC-SCHOLARSHIPS $2500
Other Expenses.2MISC-DISCRETIONARY $1450
Other Expenses.3LETTER O BANQUET $421
Other Expenses.4DISCRETIONARY $260

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