2020-05-14T13:40:21-05:00 2019-06-30 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2018-07-01 731612027 THE FOUNDATION FOR TULSA SCHOOLS FOUN 9187466600 3027 SOUTH NEW HAVEN NO 116 TULSA OK 741146131 LARRY FAULKNER BOARD OF DIRECTORS & TREASURER 9187466600 2020-05-13 1 ASHLEY M FOGLE P01258800 9187452333 2020-05-12 4.14.133.138 2020-05-13 15:17:48 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AB9D39DAB8F64CBCBAEF692949137285CA1D49BB 2018 2021-01-29 14:40:06Z BRIAN PASCHAL 3027 SOUTH NEW HAVEN NO 116 TULSA OK 741146131 11921817 0 X WWW.FOUNDATIONFORTULSASCHOOLS.ORG X 2001 OK THE FOUNDATION FOR TULSA SCHOOLS WAS FORMED WITH THE MISSION OF BUILDING A BETTER COMMUNITY THROUGH THE SUPPORT OF TULSA PUBLIC SCHOOLS. WE ARE COMMITTED TO RAISING REVENUES TO INCREASE EDUCATIONAL OPPORTUNITIES, ENLISTING COMMUNITY SUPPORT AND BUSINESS ASSISTANCE IN PROVIDING EDUCATIONAL RESOURCES AND OPPORTUNITIES, AND COMMUNICATING THE NEED FOR CONTINUED COMMUNITY INVOLVEMENT IN THE PROCESS AND MISSION OF PROVIDING A FIRST-CLASS PUBLIC EDUCATION. THE FOUNDATION IS ENTIRELY DONOR SUPPORTED. 27 27 4 275 0 0 12049418 11268072 0 0 105914 149563 6507 -28352 12161839 11389283 9425849 12955666 0 0 297687 274017 0 0 84593 116973 140722 9840509 13370405 2321330 -1981122 9326162 7381526 25298 21838 9300864 7359688 THE FOUNDATION SUPPORTS THE TULSA PUBLIC SCHOOLS DISTRICT ("TPS") THROUGH ENHANCING EDUCATIONAL SUCCESS OF TPS AND ITS STUDENTS BY AIDING THE FUNDING OF CERTAIN TPS PROGRAMS. THE FOUNDATION IS ENTIRELY DONOR SUPPORTED. 0 0 8418975 8376436 PROVIDE FUNDING SUPPORT FOR TULSA PUBLIC SCHOOL'S FIVE-YEAR STRATEGIC PLAN "DESTINATION EXCELLENCE." 3546721 3528800 SUPPORT TPS - PROVIDE FUNDING FOR INNOVATION PARTNERSHIPS 1055764 1050430 SUPPORT TPS - PROVIDE FUNDING FOR COMMUNITY IN SCHOOLS 13021460 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 OK X THE ORGANIZATION 9187466600 3027 S NEW HAVEN SUITE 116 TULSA OK 74114 TIFFANI BRUTON CHAIR 2.00 X 0 0 0 SHANNON O'DOHERTY CHAIR ELECT 2.00 X 0 0 0 MATT NEWMAN PAST CHAIR 1.00 X 0 0 0 LARRY FAULKNER TREASURER 1.00 X 0 0 0 DREW FRANCE DEVELOPMENT 1.00 X 0 0 0 RICK KELLY PROGRAMS 1.00 X 0 0 0 KAREN KIRCHMAN SECRETARY 1.00 X 0 0 0 ROBERT BABCOCK DIRECTOR 1.00 X 0 0 0 PETE BURGESS DIRECTOR 1.00 X 0 0 0 CHARLES CHASTAIN DIRECTOR 1.00 X 0 0 0 JEFF COUCH DIRECTOR 1.00 X 0 0 0 RYAN CRAWFORD DIRECTOR 1.00 X 0 0 0 JOE CREIDER DIRECTOR 1.00 X 0 0 0 AARON FULKERSON DIRECTOR 1.00 X 0 0 0 SARAH GOULD DIRECTOR 1.00 X 0 0 0 JUDIE HACKEROTT DIRECTOR 1.00 X 0 0 0 JIM HOFFMEISTER DIRECTOR 1.00 X 0 0 0 DIANE MURPHY DIRECTOR 1.00 X 0 0 0 SUSAN NEAL DIRECTOR 1.00 X 0 0 0 MONROE NICHOLS DIRECTOR 1.00 X 0 0 0 DANIEL REGAN DIRECTOR 1.00 X 0 0 0 DWAYNE RURY DIRECTOR 1.00 X 0 0 0 LAUREN SHERRY DIRECTOR 1.00 X 0 0 0 WHITNEY STAUFFER DIRECTOR 1.00 X 0 0 0 DAVID STRATTON DIRECTOR 1.00 X 0 0 0 STEVE SOULE DIRECTOR 1.00 X 0 0 0 JOEY WIGNARAJAH DIRECTOR 1.00 X 0 0 0 BRIAN PASCHAL PRESIDENT/CEO 40.00 X 175300 0 7000 175300 0 7000 1 0 1 0 0 409000 262167 10596905 24981 11268072 135158 135158 354133 339728 14405 14405 14405 164454 262167 192806 -28352 -28352 11389283 0 0 121211 12955666 12955666 185030 43953 84565 56512 63003 14966 28795 19242 2610 620 1193 797 6000 1425 2742 1833 17374 4127 7941 5306 34236 34236 33110 33110 22287 22287 7279 7279 12710 12710 7487 7487 481 481 4105 4105 453 453 2957 703 1351 903 BANK CHARGES 4690 4690 STRATEGIC PLANNING 3083 3083 PROFESSIONAL DEVELOPMEN 2716 2716 VIDEO PRODUCTION 2335 2335 2793 2793 13370405 13021460 264352 84593 472717 19528 5646900 5324515 1961917 709117 803 1914 12569 11526 1496 1043 1232765 1315945 9564 9464 9326162 7381526 25298 21838 25298 21838 X 1302608 1645307 7971241 5687366 27015 27015 9300864 7359688 9326162 7381526 -1981122 39946 0 X 0 1 X 1 0 X 3054911 4891285 12428946 12122303 11432526 43929971 3054911 4891285 12428946 12122303 11432526 43929971 14842250 29087721 52861 29768 28174 88008 135158 333969 44263940 0.65710 0.67710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27573 1723 88 29208 25611 2051 89 27573 23774 1915 78 25611 27015 -3241 23774 27015 27015 1.00000 1 0 12569 11526 1043 1043 11480764 39946 72868 112814 11367950 21333 21333 11389283 13421940 72868 72868 13349072 21333 21333 13370405 PART V, LINE 4: THE FOUNDATION IS THE BENEFICIARY OF CERTAIN ENDOWMENT FUNDS AT THE TULSA COMMUNITY FOUNDATION (TCF). TCF IS A NOT-FOR-PROFIT ENTITY THAT PROVIDES FOR ENDOWED CONTRIBUTIONS TO BE POOLED TO MAXIMIZE RETURN ON INVESTMENTS FOR THE BENEFIT OF AREA NOT-FOR-PROFIT ORGANIZATIONS. CONTRIBUTIONS TO THE ENDOWMENT FUNDS ARE PERMITTED BY NOT-FOR-PROFIT ENTITIES, AS WELL AS INDIVIDUAL DONORS IN THE COMMUNITY WHO DESIGNATE THE BENEFICIARY OF THEIR CONTRIBUTIONS. THE FOUNDATION MADE NO CONTRIBUTIONS TO TCF FOR THE YEARS ENDED JUNE 30, 2018 OR 2017. EARNINGS ON THESE ENDOWED FUNDS ARE DISTRIBUTED IN ACCORDANCE WITH THE TERMS OF THE ENDOWMENT, TCF'S SPENDING POLICIES AND UPON THE FOUNDATION'S DIRECTION TO TCF. ENDOWED FUNDS CONTRIBUTED BY THE FOUNDATION AND THE REINVESTED EARNINGS THEREON, NET OF DISTRIBUTIONS RECEIVED, ARE REFLECTED IN THE STATEMENTS OF FINANCIAL POSITION AS BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS. THE FAIR VALUE OF ENDOWED FUNDS CONTRIBUTED BY THIRD-PARTY DONORS THAT ARE HELD BY TCF DESIGNATED FOR THE BENEFIT OF THE FOUNDATION WAS $16,232 AND $15,075 AT JUNE 30, 2018 AND 2017, RESPECTIVELY. TCF HAS VARIANCE POWER OVER CONTRIBUTIONS IT HAS RECEIVED FROM THIRD PARTIES ON BEHALF OF THE FOUNDATION. ACCORDINGLY, SUCH ENDOWED FUNDS ARE NOT REFLECTED IN THE FOUNDATION'S STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATING TO FUNDRAISING EVENTS 72,868. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF DIRECT BENEFIT TO DONORS 21,333. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATING TO FUNDRAISING EVENTS 72,868. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF DIRECT BENEFITS TO DONORS 21,333. DESIGNER SHOWCASE 426621 262167 164454 23348 19040 3993 146425 426621 262167 164454 23348 19040 3993 146425 192806 -28352 0 TULSA PUBLIC SCHOOLS 3027 SOUTH NEW HAVEN TULSA OK 74114 736021242 12955666 TO SUPPORT TULSA PUBLIC SCHOOLS 1 X X X 0 0 0 0 0 0 0 0 0 BRIAN PASCHAL PRESIDENT/CEO 161300 0 14000 0 0 0 7000 0 0 0 182300 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER HAS DE FACTO DELEGATED AUTHORITY OF THE BOARD OF DIRECTORS. THE TREASURER REVIEWS THE 990 RETURN AND COMPARES IT TO THE AUDITED FINANCIAL STATEMENTS TO ENSURE REASONABLENESS. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, EACH BOARD MEMBER IS REQUIRED TO FILL OUT AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. THE PRESIDENT AND CEO ARE RESPONSIBLE FOR THE MONITORING OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW TO DETERMINE COMPENSATION FOR PRESIDENT/CEO, BRIAN PASCHAL. FORM 990, PART VI, SECTION C, LINE 19 THE 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST.