OKMULGEE EDUCATION FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
OKMULGEE EDUCATION FOUNDATION (EIN 73-1439808)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-12-07
IRS object ID
202033429349200518
Schema version
2019v5.0
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)
Return2020-12-07T12:53:55-08:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2020-12-07SignatureDt
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)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$40,966GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$6,855ContributionsGiftsGrantsEtcAmt
Investment Income$7,537InvestmentIncomeAmt
Sale Of Assets Gross$20,075SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$14,463CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$5,612GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$6,499FundraisingGrossIncomeAmt
Special Events Direct Expenses$174SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$6,325SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$26,329TotalRevenueAmt
Grants And Similar Amounts Paid$43,742GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$5,321OtherExpensesTotalAmt
Total Expenses$49,063TotalExpensesAmt
Excess Or Deficit For Year-$22,734ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$266,822NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$244,088NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$266,822BOYAmt
EOY$244,088EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$266,822BOYAmt
EOY$244,088EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$266,822BOYAmt
EOY$244,088EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeProvide Resources to Public SchoolsPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmt
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 allows the students to be exposed to many cultural events. This funding also pays for all transportation costs for these bus trips. There were other activities for which money was obligated that were postponed due to the pandemic giving us a carryover to the next fiscal year.$42
Throughout the academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and it's teachers. During the 2019-20 school year, the Okmulgee Education Foundation spent over $20,700.79 in the funding of classroom grants.$20,701
The Education Foundation also provided funding for one Freshmen Scholarship winner in the amount of $2,000. The amount was based on $250 per semester if the student maintained a certain GPA. Also, one individual was awarded a $500 scholarship from the Dwight Wilson Scholarship fund.$2,500
FieldValueIRS element (for citing)
Total Program Service Expenses$23,243TotalProgramServiceExpensesAmt

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
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
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
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
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$29,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,900CurrentTaxYearMinus1YearAmt
Current Tax Year$6,855CurrentTaxYearAmt
Total$106,525TotalAmt

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$29,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,900CurrentTaxYearMinus1YearAmt
Current Tax Year$6,855CurrentTaxYearAmt
Total$106,525TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$106,525PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,530CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,284CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,515CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,944CurrentTaxYearMinus1YearAmt
Current Tax Year$7,537CurrentTaxYearAmt
Total$30,810TotalAmt

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$137,335TotalSupportAmt
Public Support CY1700.77570PublicSupportCY170Pct
Public Support PY1700.83450PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1| Cash Amount Given: $43742
Other Expenses.1MISC-DISCRETIONARY $3321
Other Expenses.2MISC-SCHOLARSHIPS $2000

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