OSTEOPATHIC FOUNDERS FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OSTEOPATHIC FOUNDERS FOUNDATION (EIN 73-0583936)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201923159349302107
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T10:46:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 S Yale 1400 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741364223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730583936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTEOPATHIC FOUNDERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHERRI L WISE | InCareOfNm |
| Business Name Control | OSTE | BusinessNameControlTxt |
| Phone | 9185517300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 SOUTH YALE AVENUE STE 400 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74137 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI L WISE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa E Hairston | PreparerPersonNm |
| PTIN | P01577080 | PTIN |
| Phone | 9185842900 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 73023320193155000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A816919CE7746DF9CBAB2FA62B1ECBE2167BBB6E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C133EED26CA568AD80E64ABC7EE09D150E5626CA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHERRI L WISE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 SOUTH YALE AVENUE STE 400 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,643,533 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSTEOPATHICFOUNDERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH AND HEALTHCARE OF NORTHEAST OKLAHOMA THROUGH THE SUPPORT OF OSTEOPATHIC MEDICAL EDUCATION ACROSS THE CONTINUUM OF LEARNING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $359,183 | PYContributionsGrantsAmt |
| CY Contributions Grants | $352,015 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,070 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,421 | CYProgramServiceRevenueAmt |
| PY Investment Income | $981,048 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,189,989 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$86,216 | PYOtherRevenueAmt |
| CY Other Revenue | -$94,224 | CYOtherRevenueAmt |
| PY Total Revenue | $1,320,085 | PYTotalRevenueAmt |
| CY Total Revenue | $1,496,201 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $262,374 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $275,005 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $342,880 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $303,328 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $71,757 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $366,932 | PYOtherExpensesAmt |
| CY Other Expenses | $364,396 | CYOtherExpensesAmt |
| PY Total Expenses | $972,186 | PYTotalExpensesAmt |
| CY Total Expenses | $942,729 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $347,899 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $553,472 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,117,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,198,973 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,138,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $753,978 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,979,590 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,444,995 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE OSTEOPATHIC FOUNDERS FOUNDATION IS TO SUPPORT OSTEOPATHIC MEDICAL EDUCATION, TO ENHANCE THE PUBLIC'S UNDERSTANDING OF OSTEOPATHIC MEDICINE, AND TO IMPROVE THE HEALTH OF THE COMMUNITY THROUGH PROJECTS CONSISTENT WITH THE OSTEOPATHIC PHILOSOPHY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $143,928 | ExpenseAmt |
| Revenue | $48,421 | RevenueAmt |
| Desc | AS PART OF ITS OVERALL MISSION, THE OSTEOPATHIC FOUNDERS FOUNDATION UTILIZES A SIGNIFICANT PORTION OF ITS RESOURCES ON ACTIVITIES RELATED TO MEDICAL EDUCATION. FOUR SCHOLARSHIPS, WHICH ARE GRANTED COMPETITIVELY AND BASED ON ACADEMIC ACHIEVEMENT, PROFESSIONAL AMBASSADORSHIP, AND COMMUNITY ENGAGEMENT, ARE PROVIDED TO ASSIST OSTEOPATHIC MEDICAL STUDENTS WITH THE COST OF THEIR TUITION, FEES, AND BOOKS. THE FOUNDATION CO-SPONSORS WITH THE POST GRADUATE TRAINING PROGRAMS AT OSU MEDICAL CENTER A SERIES OF PROGRAMS ON PRACTICE MANAGEMENT AND THE BUSINESS OF MEDICINE WHICH ARE PRESENTED BI-MONTHLY AND REACH MORE THAN ONE HUNDRED OSTEOPATHIC MEDICAL STUDENTS AND YOUNG PHYSICIANS AT EACH PROGRAM. EDUCATIONAL STIPENDS ASSISTING WITH THE COSTS OF REQUIRED CONFERENCES, COURSES, AND OUT-ROTATIONS ARE GRANTED ON A COMPETITIVE BASIS TO OSTEOPATHIC RESIDENTS AND FELLOWS ENROLLED IN ACGME WITH OSTEOPATHIC RECOGNITION ACCREDITED POSTGRADUATE TRAINING PROGRAMS WHO ARE PARTICIPATING IN A COMPONENT OF SCHOLARLY ACTIVITY. THOSE RESIDENTS TRAINING AT OSU MEDICAL CENTER ARE ALSO THE BENEFICIARIES OF A TEXTBOOK SCHOLARSHIP PROGRAM WHICH SUPPORTS THE DIDACTIC ACTIVITIES OF THE RESIDENCY TRAINING PROGRAMS THROUGH THE PURCHASE OF TEXTBOOKS USED IN CLINICAL TRAINING. THE FOUNDATION'S COMMITMENT TO MEDICAL EDUCATION REACHES TO THE POST-DOCTORAL LEVEL THROUGH OUR PROGRAMS OF CONTINUING MEDICAL EDUCATION. THE CME MISSION OF THE OSTEOPATHIC FOUNDERS FOUNDATION IS TO CONTINUALLY IMPROVE PATIENT CARE BY PROVIDING TIMELY, RELEVANT, EVIDENCE BASED CLINICAL KNOWLEDGE TO OSTEOPATHIC PHYSICIANS AND OTHER HEALTHCARE PROVIDERS. IN 2009 THE FOUNDATION RECEIVED ITS INITIAL ACCREDITATION FROM THE AMERICAN OSTEOPATHIC ASSOCIATION AS A CATEGORY 1-A PROVIDER. THAT ACCREDITATION WAS RENEWED, WITH DISTINCTION, IN 2013 AND 2016. IN 2018, MORE THAN FIFTY QUALIFYING PROFESSIONAL DEVELOPMENT PROGRAMS WERE OFFERED IN INTERNAL MEDICINE, ULTRASONOGRAPHY, PAIN MANAGEMENT, ONCOLOGY,TRAUMA, PSYCHIATRY, ADDICTION, AND HEALTH POLICY WHICH TRAINED OVER 1500 HEALTH CARE PROFESSIONALS. THE FOUNDATION HAS DEVELOPED PARTNERSHIP WITH OUR COLLEAGUES IN ALLOPATHIC CONTINUING EDUCATION TO PROMOTE THE JOINT TRAINING OF DO'S AND MD'S. IN RESPONSE TO OKLAHOMA'S CRISIS OF PRESCRIPTION DRUG ABUSE, THE FOUNDATION PRESENTED TWENTY ONE CME PROGRAMS IN FIVE OKLAHOMA COMMUNITIES WHICH TRAINED OVER 800 OSTEOPATHIC AND ALLOPATHIC PHYSICIANS IN THE PROPER PRESCRIBING OF CONTROLLED DANGEROUS DRUGS. WE WERE ABLE TO PRESENT TWO EVENTS ON THE PCSS WAIVER TRAINING WHICH ALLOWS PHYSICIANS THE OPPORTUNITY TO QUALIFY TO PROVIDE MEDICATION ASSISTED TREATMENT TO THE PATIENTS SUFFERING FROM OPIOID USE DISORDER. WE ARE PROUD TO SAY THAT OUR COMMITMENT TO MEDICAL EDUCATION SERVES THE CONTINUUM FROM MEDICAL SCHOOL THROUGH MEDICAL PRACTICE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $410,023 | ExpenseAmt |
| Grant | $275,005 | GrantAmt |
| Desc | COMMUNITY GRANTS ARE AN IMPORTANT PART OF THE WORK OF THE OSTEOPATHIC FOUNDERS FOUNDATION. SINCE THE SALE OF OUR HOSPITAL IN 1996, THE FOUNDATION'S TRUSTEES HAVE FOCUSED ON UTILIZING OUR RESOURCES IN A MANNER CONSISTENT WITH THE FOUNDER'S ORIGINAL INTENT. GRANTS ARE AWARDED TO COMMUNITY ORGANIZATIONS WHO SHARE IN OUR MISSION OF PROVIDING CARE TO THE UNDERSERVED AND IN THE PREVENTION AND TREATMENT OF DISEASE. WITH THE SIGNIFICANT HEALTH DISPARITIES EXISTING WITHIN OKLAHOMA COMMUNITIES, PARTICULAR EMPHASIS IS GIVEN TO THE MOST BASIC NEEDS OF FOOD, SAFETY AND SHELTER. OKLAHOMA'S POOR RATINGS FOR HEALTH OF OUR CITIZENS DEMANDS THAT MANY OF OUR RESOURCES BE DIRECTED TO THE PROVISION OF PRIMARY HEALTH SERVICES. JUST A FEW EXAMPLES OF OUR GIVING: IN 2018, TULSA CHARITABLE MEDICAL SERVICES RECEIVED A $25,000 GRANT TO COORDINATE SPECIALTY CARE SERVICES FOR UNINSURED PATIENTS IN TULSA COUNTY. THE TULSA COMMUNITY FOOD BANK, WHICH DISTRIBUTES 24.7 MILLION POUNDS OF FOOD TO 450 PARTNER AGENCIES RECEIVED A GRANT OF $10,000 TO HELP FEED THE NEARLY ONE IN SIX OKLAHOMANS WHO STRUGGLE WITH HUNGER EVERY DAY. THIS GRANT WILL SUPPORT THE PURCHASE OF NEARLY 50,000 POUNDS OF FRESH PRODUCE TO IMPROVE THE NUTRITIONAL VALUE OF THEIR DONATED MEALS. FUNDING WAS RENEWED TO SUPPORT HIV OUTREACH PREVENTION AND EDUCATION TO PURCHASE TESTING SUPPLIES ENABLING THE AGENCY TO CONTINUE TESTING AND REFERRAL TO TREATMENT SERVICES IN THEIR SPECIALLY EQUIPPED VAN WHICH TRAVELS TO RURAL LOCATIONS THROUGHOUT NORTHEAST OKLAHOMA PROVIDING INFORMATION TO PATIENTS WHO ARE AT RISK FOR HIV, HEP C, AND STI'S. NEW VIEW OKLAHOMA RECEIVED FUNDING TO PURCHASE ADAPTIVE EQUIPMENT FOR OLDER PATIENTS WHO ARE BLIND OR HAVE LOW VISION AND ENRICHMENT ACTIVITIES WERE SUPPORTED IN LOW INCOME SCHOOLS THROUGH A GRANT TO THE UNION PUBLIC SCHOOLS. OUR COMMITMENT TO QUALITY END OF LIFE CARE WAS DEMONSTRATED WITH A GRANT TO HOSPICE OF GREEN COUNTRY FOR THEIR COURTESY CARE PROGRAM AND TO CLAREHOUSE FOR THEIR RESIDENTIAL HOSPICE CARE. A TOTAL OF TWENTY THREE COMMUNITY ORGANIZATIONS RECEIVED FUNDING FROM THE OSTEOPATHIC FOUNDERS FOUNDATION IN 2018. THE FOUNDATION IS VERY PROUD OF THESE, AND OTHER, INVESTMENTS WE HAVE MADE IN THE TULSA AND NORTHEAST OKLAHOMA COMMUNITIES. TULSA CHARITABLE MEDICAL SERVICES PROGRAM WHICH MATCHES UNINSURED PATIENTS WITH VOLUNTEER PHYSICIANS WILLING TO DONATE SERVICES. THE FOUNDATION IS VERY PROUD OF THESE, AND OTHER, INVESTMENTS WE HAVE MADE IN THE TULSA AND NORTHEAST OKLAHOMA COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $186,713 | ExpenseAmt |
| Desc | HEART DISEASE IS THE LEADING CAUSE OF DEATH FOR BOTH MEN AND WOMEN. IN THE UNITED STATES, SOMEONE HAS A HEART ATTACK EVERY 40 SECONDS. EACH MINUTE, MORE THAN ONE PERSON IN THE UNITED STATES DIES FROM A HEART DISEASE-RELATED EVENT. FEWER THAN 12% OF PATIENTS WHO EXPERIENCE AN OUT OF HOSPITAL CARDIAC ARREST WILL SURVIVE WITHOUT BYSTANDER INITIATED CPR. A PUBLIC HEALTH ISSUE, IN ADDITION TO OUR FINANCIAL CONTRIBUTIONS TO THE GO RED FOR WOMEN CAMPAIGN, THE FOUNDATION HAS CHOSEN TO ADDRESS THE NEED FOR CONTINUED TRAINING OFHEALTH PROFESSIONALS BY ESTABLISHING AN EMERGENCY CARDIOVASCULAR CARE TRAINING SITE ACCREDITED BY THE AMERICAN HEART ASSOCIATION. TRAINING IN ADVANCED CARDIOVASCULAR LIFE SUPPORT, PEDIATRIC ADVANCED LIFE SUPPORT, AND BASIC LIFE SUPPORT FOR HEALTHCARE PROVIDERS IS OFFERED FOR PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS. TWO HUNDRED FORTY NINE PROFESSIONALS RECEIVED CERTIFICATION IN THESE DISCIPLINES THROUGH OUR SITE IN 2018. WE ALSO PLACE AN EMPHASIS ON PROVIDING TRAINING IN THE BASIC SKILLS OFCARDIOPULMONARY RESUSCITATION TO THE LAY COMMUNITY THROUGH THE FRIENDS AND FAMILY PROGRAM. KIDS CPR, PROVIDES FREE INSTRUCTION TO CHILDREN AGES 10 - 16 IN BASIC LIFE SUPPORT DURING SCHOOL BREAKS. IN 2018 THE FOUNDATION PROVIDED FOUR SESSIONS WHICH WERE FILLED TO CAPACITY. SENIOR CPR PROVIDES NO-COST INSTRUCTION TO CITIZENS 60 AND OVER IN A SPECIALLY PACED CLASS WHICH MEETS THE PHYSICAL NEEDS/LIMITATIONS OF OLDER ADULTS. OUR INSTRUCTORS ALSO PROVIDE CONSULTATION TO COMMUNITY ORGANIZATIONS TO ASSIST THEM IN THE INSTALLATION AND OPERATION OF AED'S. AID WAS PROVIDED TO EMPLOYEES OF THE TULSA ZOO AS WELL AS THE STAFF OF THE GIRL SCOUTS OF AMERICA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $740,664 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI L WISE | PersonNm |
| Phone | 9185517300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 S YALE AVE STE 400 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74137 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| LAURA L ARROWSMITH DO | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| J MARTIN BEAL DO | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANDREW S CRAWFORD DO | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SCOTT S CYRUS DO | |||||||
| CHAIRMAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEREMY S FULLINGIM | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TOM A HAMILTON DO | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PATTI W SHAW DO | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MOUSUMI SOM DO | |||||||
| VICE-CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFFREY STROUP PHARM D | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DANNY THOMASON DO | |||||||
| SECRETARY/TREASURER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HENRY G WILL JD | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SHERRI L WISE | |||||||
| PRESIDENT/CEO | 40.0 | 0.0 | $158,081 | $0 | $12,438 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $158,081 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,438 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $5,175 | MembershipDuesAmt |
| Fundraising | $141,317 | FundraisingAmt |
| All Other Contributions | $205,523 | AllOtherContributionsAmt |
| Total Contributions | $352,015 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611420 | $44,106 | $44,106 |
| Other Income | 900099 | $1,465 | $1,465 |
| Income from Affiliated Org | 900099 | $2,850 | $2,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,421 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $524,512 | TotalRevenueColumnAmt |
| Exclusion | $524,512 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $665,477 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $665,477 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $665,477 | TotalRevenueColumnAmt |
| Exclusion | $665,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $53,108 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $141,317 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $147,332 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$94,224 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,496,201 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,421 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,189,989 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,482 | TotalAmt |
| Program Services | $162,482 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,523 | TotalAmt |
| Program Services | $112,523 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,081 | TotalAmt |
| Program Services | $111,177 | ProgramServicesAmt |
| Management And General | $26,802 | ManagementAndGeneralAmt |
| Fundraising | $20,102 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,383 | TotalAmt |
| Program Services | $69,895 | ProgramServicesAmt |
| Management And General | $16,850 | ManagementAndGeneralAmt |
| Fundraising | $12,638 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,693 | TotalAmt |
| Program Services | $19,476 | ProgramServicesAmt |
| Management And General | $4,695 | ManagementAndGeneralAmt |
| Fundraising | $3,522 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,171 | TotalAmt |
| Program Services | $12,779 | ProgramServicesAmt |
| Management And General | $3,081 | ManagementAndGeneralAmt |
| Fundraising | $2,311 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,760 | TotalAmt |
| Management And General | $19,584 | ManagementAndGeneralAmt |
| Fundraising | $2,176 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,367 | TotalAmt |
| Program Services | $85,367 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,463 | TotalAmt |
| Program Services | $64,013 | ProgramServicesAmt |
| Management And General | $8,670 | ManagementAndGeneralAmt |
| Fundraising | $5,780 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,096 | TotalAmt |
| Program Services | $10,698 | ProgramServicesAmt |
| Management And General | $2,966 | ManagementAndGeneralAmt |
| Fundraising | $432 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,078 | TotalAmt |
| Program Services | $3,317 | ProgramServicesAmt |
| Management And General | $457 | ManagementAndGeneralAmt |
| Fundraising | $304 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,327 | TotalAmt |
| Program Services | $2,886 | ProgramServicesAmt |
| Management And General | $3,441 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $27,428 | $25,984 | $1,444 | |
| UNITRUST DISTRIBUTIONS | $24,492 | $24,492 | ||
| SUPPLIES | $14,706 | $12,385 | $2,321 | |
| EVENTS | $8,268 | $8,268 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,411 | TotalAmt |
| Program Services | $47,682 | ProgramServicesAmt |
| Management And General | $31,729 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,729 | TotalAmt |
| Program Services | $740,664 | ProgramServicesAmt |
| Management And General | $130,308 | ManagementAndGeneralAmt |
| Fundraising | $71,757 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,462 | BOYAmt |
| EOY | $16,592 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,495 | BOYAmt |
| EOY | $88,669 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16 | BOYAmt |
| EOY | $9,741 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,485 | BOYAmt |
| EOY | $1,745 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,994 | BOYAmt |
| EOY | $16,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $269,886 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $266,562 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,910 | BOYAmt |
| EOY | $3,324 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,499,203 | BOYAmt |
| EOY | $15,793,955 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,502,216 | BOYAmt |
| EOY | $2,267,342 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,117,781 | BOYAmt |
| EOY | $18,198,973 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,190 | BOYAmt |
| EOY | $570,594 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,001 | BOYAmt |
| EOY | $183,384 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,138,191 | BOYAmt |
| EOY | $753,978 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,611,465 | BOYAmt |
| EOY | $13,653,884 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,402,145 | BOYAmt |
| EOY | $1,522,149 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,980 | BOYAmt |
| EOY | $2,268,962 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,979,590 | BOYAmt |
| EOY | $17,444,995 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,117,781 | BOYAmt |
| EOY | $18,198,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $553,472 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,400,495 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $312,428 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $376,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $389,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $339,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $352,015 | CurrentTaxYearAmt |
| Total | $1,816,773 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $376,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $389,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $339,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $352,015 | CurrentTaxYearAmt |
| Total | $1,816,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $40,930 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,775,843 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $418,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $460,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $524,512 | CurrentTaxYearAmt |
| Total | $2,079,375 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,070 | CurrentTaxYearMinus1YearAmt |
| Total | $274,332 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,170,480 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $322,753 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42581 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43438 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FACTS AND CIRCUMSTANCES TEST | FormAndLineReferenceDesc |
| Explanation | SEE ATTACHMENT FOR FACTS AND CIRCUMSTANCES TEST. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $965,980 | BeginningYearBalanceAmt |
| End Year Balance | $965,980 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $991,005 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$25,025 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $965,980 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $988,805 | BeginningYearBalanceAmt |
| Contributions | $2,200 | ContributionsAmt |
| End Year Balance | $991,005 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $985,630 | BeginningYearBalanceAmt |
| Contributions | $3,175 | ContributionsAmt |
| End Year Balance | $988,805 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $981,255 | BeginningYearBalanceAmt |
| Contributions | $4,375 | ContributionsAmt |
| End Year Balance | $985,630 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,057 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $232,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $229,505 | DepreciationAmt |
| Book Value | $3,324 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $3,324 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments - Other securities | Desc |
| Book Value | $2,267,342 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,267,342 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Compensation | $162,362 |
| Other Liabilities | $21,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,384 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S PERMANENT ENDOWMENT FUND CONSISTS OF ONE FUND, ESTABLISHED FOR THE SUPPORT AND FURTHERANCE OF MEDICAL EDUCATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINTERSET 2018 | Event1Nm |
| Gross Receipts Event1 | $194,425 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $141,317 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $53,108 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $9,053 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $45,313 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $60,046 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $28,420 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $194,425 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $141,317 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $53,108 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $9,053 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $45,313 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $60,046 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,420 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $147,332 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$94,224 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| TULSA COUNTY MEDICAL SOCIETY FOUNDATION | |||||||
| 5315 S LEWIS | TULSA | OK | 741056539 | 731393227 | 501(C)(3) | $25,000 | INDIGENT HEALTHCARE |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | |||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | 731184980 | 501(C)(3) | $10,000 | FRESH PRODUCE PROJECT |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | 746097060 | 501(C)(3) | $52,500 | MEDICAL EDUCATION |
| HOPE | |||||||
| 3540 E 31ST STREET | TULSA | OK | 74135 | 731537952 | 501(C)(3) | $6,625 | HIV/HCV TESTING |
| AMERICAN HEART ASSOCIATION | |||||||
| 2227 E SKELLY DR | TULSA | OK | 74105 | 135613797 | 501(C)(3) | $6,000 | RESEARCH |
| TULSA COMMUNITY COLLEGE FOUNDATION | |||||||
| 6111 E SKELLY DRIVE | TULSA | OK | 74135 | 237103807 | 501(C)(3) | $5,400 | ULTRASONOGRAPHY PROGRAM |
| NORTHEASTERN STATE UNIVERSITY FOUNDATION | |||||||
| 812 N CEDAR AVE | TAHLEQUAH | OK | 74464 | 237135815 | 501(C)(3) | $10,000 | NUTRITIONAL SCIENCES PROGRAM |
| HOSPICE OF GREEN COUNTRY | |||||||
| 1120 S BOSTON AVE | TULSA | OK | 74119 | 731261742 | 501(C)(3) | $10,000 | COURTESY CARE HOSPICE SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| MEDICAL SCHOOL SCHOLARSHIP | 2 | $15,000 | |||
| EDUCATIONAL SUPPORT | 133 | $27,323 | FMV | TEXTBOOKS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES THAT GRANTS OF $5,000 OR MORE BE MADE SUBJECT TO A WRITTEN AGREEMENT. THE AGREEMENT SPECIFIES THE AGREED UPON PURPOSE OF THE GRANT AND OTHER REQUIREMENTS OF THE GRANTEE. THE EXPENDITURE AGREEMENT REQUIRES THAT ALL FUNDS MUST BE UTILIZED FOR THE SPECIFIED PURPOSE WITHIN 15 MONTHS OR RETURNED TO THE FOUNDATION. THE AGREEMENT ALSO REQUIRES THAT THE GRANTEE WILL FURNISH TO THE FOUNDATION A COMPLETE REPORT ON THE MANNER IN WHICH THE FUNDS WERE EXPENDED WITHIN TWELVE MONTHS OF THE DATE OF THE AGREEMENT AND THE RECORDS OF ALL EXPENDITURES UNDER THE GRANT MUST BE RETAINED AND MADE AVAILABLE FOR AT LEAST FOUR YEARS. THE FOUNDATION'S EXPENDITURE AGREEMENT SPECIFICALLY PROHIBITS ANY OF ITS GRANT FUNDS FROM BEING USED TO INFLUENCE LEGISLATION OR ANY PUBLIC ELECTION AND DENIES ANY TRANSFER OF GRANT FUNDS TO ANOTHER ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI L WISE | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $155,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $3,081 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,742 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,696 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $170,519 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 1A | THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT IN THE EVENT AN ACTION IS REQUIRED DURING INTERVALS BETWEEN SCHEDULED BOARD MEETINGS. THE EXECUTIVE COMMITTEE IS REQUIRED TO REPORT ITS ACTIONS TO THE BOARD OF DIRECTORS AT ITS REGULAR MEETING. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE CORPORATION IS GRANTED TO ANY PERSON WHO IS AN OSTEOPATHIC PHYSICIAN AND WHO MAKES AN ANNUAL FINANCIAL CONTRIBUTION TO THE FOUNDATION, OR WHO MAKES A ONE-TIME CONTRIBUTION OF AT LEAST $250. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CHAIRMAN OF THE BOARD WILL ANNUALLY APPOINT A NOMINATING COMMITTEE COMPOSED OF 3 MEMBERS OF THE ORGANIZATION WHO ARE CURRENTLY SERVING ON THE BOARD OF DIRECTORS. THE NOMINATING COMMITTEE, NOT LESS THAN 90 DAYS PRIOR TO THE ORGANIZATION'S FISCAL YEAR-END, SHALL NOMINATE ONE CANDIDATE TO FILL THE POSITION OF EACH DIRECTOR WHOSE TERM IS EXPIRING. THE NOMINATIONS ARE ANNOUNCED TO ALL MEMBERS OF THE ORGANIZATION 60 DAYS PRIOR TO YEAR-END. A FORM IS MADE AVAILABLE AT THE PRINCIPAL OFFICE OF THE ORGANIZATION FOR WRITE-IN NOMINATIONS. WRITE-IN NOMINATIONS REQUIRE THE AFFIRMATION OF THREE MEMBERS OF THE ORGANIZATION IN ORDER TO BE PLACED ON THE BALLOT. BALLOTS ARE REQUIRED TO BE MAILED TO ALL MEMBERS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CHAIRMAN OF THE BOARD WILL ANNUALLY APPOINT A NOMINATING COMMITTEE COMPOSED OF 3 MEMBERS OF THE ORGANIZATION WHO ARE CURRENTLY SERVING ON THE BOARD OF DIRECTORS. THE NOMINATING COMMITTEE, NOT LESS THAN 90 DAYS PRIOR TO THE ORGANIZATION'S FISCAL YEAR-END, SHALL NOMINATE ONE CANDIDATE TO FILL THE POSITION OF EACH DIRECTOR WHOSE TERM IS EXPIRING. THE NOMINATIONS ARE ANNOUNCED TO ALL MEMBERS OF THE ORGANIZATION 60 DAYS PRIOR TO YEAR-END. A FORM IS MADE AVAILABLE AT THE PRINCIPAL OFFICE OF THE ORGANIZATION FOR WRITE-IN NOMINATIONS. WRITE-IN NOMINATIONS REQUIRE THE AFFIRMATION OF THREE MEMBERS OF THE ORGANIZATION IN ORDER TO BE PLACED ON THE BALLOT. BALLOTS ARE REQUIRED TO BE MAILED TO ALL MEMBERS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED 990 IS TRANSMITTED ELECTRONICALLY TO THE FOUNDATION'S BOARD OF DIRECTORS. A CONFERENCE CALL IS SCHEDULED TO REVIEW THE DOCUMENT WITH THE CEO AND THE FOUNDATION'S INDEPENDENT ACCOUNTANTS AVAILABLE TO ANSWER QUESTIONS OF THE TRUSTEES. THE DOCUMENT IS REVIEWED IN THE SEQUENCE RECOMMENDED FOR PREPARATION OF THE FORM 990 IN ORDER TO THOROUGHLY DISCLOSE ALL INFORMATION REPORTED ON THIS FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH SERVES TO ASSIST DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION TO IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST AND TO PROVIDE A PROCEDURE WHICH WILL ALLOW A TRANSACTION WHICH IS IN THE BEST INTEREST OF THE CORPORATION TO BE BINDING EVEN THOUGH A DIRECTOR, OFFICER, OR EMPLOYEE MAY HAVE A CONFLICT OF INTEREST IN RESPECT TO THAT TRANSACTION. THE POLICY IS DISTRIBUTED ANNUALLY AT THE FIRST MEETING OF THE BOARD OF DIRECTORS FOLLOWING THE BEGINNING OF THE ORGANIZATION'S FISCAL YEAR. THE POLICY IS REVIEWED DURING THAT MEETING. EACH PERSON SERVING AS A DIRECTOR, OFFICER OR KEY EMPLOYEE OF THE CORPORATION IS REQUIRED TO ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH HE OR SHE IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. MATERIALS FOR MEETINGS OF THE BOARD OF DIRECTORS ARE DISTRIBUTED ELECTRONICALLY IN ADVANCE OF THE MEETING, GIVING DIRECTORS, OFFICERS AND KEY EMPLOYEES AN OPPORTUNITY TO IDENTIFY ANY PROPOSED ACTION IN WHICH HE OR SHE MAY HAVE A CONFLICT OF INTEREST. FOLLOWING THE CALL TO ORDER AT EACH MEETING OF THE BOARD OF DIRECTORS, A REQUEST FOR DISCLOSURE OF ANY POTENTIAL CONFLICT OF INTEREST IS MADE. AN ABSENCE OF A DECLARATION OF A CONFLICT OF INTEREST AT THAT TIME DOES NOT PRECLUDE THE LATER ANNOUNCEMENT OF A CONFLICT OF INTEREST WHICH IS DETERMINED BY A DIRECTOR, OFFICER OR KEY EMPLOYEE DURING THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE MOST RECENT COMPENSATION REVIEW OF THE FOUNDATION'S CEO WAS COMPLETED IN SEPTEMBER 2013 BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS COMPOSED OF MEMBERS OF THE EXECUTIVE COMMITTEE PLUS ADDITIONAL MEMBERS OF THE BOARD OF DIRECTORS WHO ARE INVITED BY THE CHAIRMAN DUE TO SPECIALIZED KNOWLEDGE. ALL MEMBERS OF THE COMPENSATION COMMITTEE ARE INDEPENDENT MEMBERS OF THE GOVERNING BODY. THE COMMITTEE DETERMINES, BASED ON BUDGETARY CONSIDERATIONS, WHETHER AN ADJUSTMENT IN COMPENSATION WILL BE CONSIDERED FOR THE YEAR. IF THE DECISION IS AFFIRMATIVE, THE COMMITTEE REVIEWS DATA FROM THE COUNCIL ON FOUNDATIONS ANNUAL SALARY SURVEY WHICH COMPILES SALARY AND BENEFIT INFORMATION FROM MORE THAN 800 FOUNDATIONS NATIONWIDE, STRATIFYING IT GEOGRAPHICALLY, BY ASSET SIZE, AND MANY OTHER VARIABLES. THE COMMITTEE COMPARES THE ORGANIZATION'S CURRENT SALARY FOR THE CEO TO THE MEDIAN SALARY OF SIMILARLY LOCATED, LIKE-SIZED FOUNDATIONS AND DISCUSSES WHETHER AN ADJUSTMENT IN COMPENSATION IS WARRANTED. THE DISCUSSION AND SUBSEQUENT DECISION IS DOCUMENTED BY THE CHAIRMAN AND THE CONCLUSIONS OF THE COMMITTEE PRESENTED TO THE CEO IN A FOLLOW-UP MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION HAS ALWAYS MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND REVIEWED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. WE HAVE ALLOCATED SPACE FOR THESE DOCUMENTS ON THE FOUNDATION'S WEBSITE. |
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