UNION SCHOOLS EDUCATION FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNION SCHOOLS EDUCATION FOUNDATION INC (EIN 73-1377860)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-28
- IRS object ID
- 201920599349301402
- Schema version
- 2017v2.3
- 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 | 2019-02-28T15:26:16-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453944293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESTON SMITH PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8118 EAST 63RD STREET | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731377860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION SCHOOLS EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 9183576014 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 E 61ST ST | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN REYNOLDS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9183576014 | PhoneNum |
| Signature | 2019-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PRESTON SMITH CPA | PreparerPersonNm |
| PTIN | P00357271 | PTIN |
| Phone | 9182501040 | PhoneNum |
| Preparation | 2019-02-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.207.236.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-22 | IPDt |
| IP Tm | 10:08:26 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F942353746019BCCCF3564A2487794A41EAF78A2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE NGUYEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 E 61ST ST | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,727,140 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNIONPS.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH TEACHER GRANTS AND TO SUPPORT OTHER UNION PROGRAMS BENEFITTING THE STUDENTS AND OUR DISTRICT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $241,797 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,188,022 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $55,764 | PYInvestmentIncomeAmt |
| CY Investment Income | $85,115 | CYInvestmentIncomeAmt |
| PY Other Revenue | $110,168 | PYOtherRevenueAmt |
| CY Other Revenue | $144,771 | CYOtherRevenueAmt |
| PY Total Revenue | $407,729 | PYTotalRevenueAmt |
| CY Total Revenue | $2,417,908 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $458,643 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,027,699 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,603 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,826 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,887 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,326 | PYOtherExpensesAmt |
| CY Other Expenses | $32,302 | CYOtherExpensesAmt |
| PY Total Expenses | $540,572 | PYTotalExpensesAmt |
| CY Total Expenses | $1,108,827 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$132,843 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,309,081 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,946,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,656,809 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $354,859 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,945,979 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,301,950 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,073,553 | ExpenseAmt |
| Grant | $1,022,199 | GrantAmt |
| Desc | GRANTS TO CLASSROOM INSTRUCTORS TO FUND CREATIVE TEACHING METHODS:MATERIALS TO BENEFIT UNION DISTRICT STUDENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,500 | ExpenseAmt |
| Grant | $5,500 | GrantAmt |
| Desc | SCHOLARSHIPS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,079,053 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENJAMIN REYNOLDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9183576014 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 E 61ST STREET | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741331926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| TAMMY BEACH | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE STEWART | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT BENGE | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARRI MATHESON | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE LYLES | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAURIE PETERSON | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHEFFRA STAUDER | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MISTY TURLEY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE NGUYEN | ||||||
| EXECUTIVE COMMITTEE MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DARREN BURNS | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIKA COATES | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALLYSON FOSTER | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL MERRILL | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BEN REYNOLDS | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK STEELE | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KENDRA THOMPSON | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHASE BEASLEY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE CLICK | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK COYLE | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEN MAQUIRE | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RIC PONCE DE LEON | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH RANA | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LINDSEY REYES | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LEIGH ROY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSIE STARNELLA | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC TURLEY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,188,022 | AllOtherContributionsAmt |
| Total Contributions | $2,188,022 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,153 | TotalRevenueColumnAmt |
| Exclusion | $33,153 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $306,701 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $254,739 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,962 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,962 | TotalRevenueColumnAmt |
| Exclusion | $51,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $199,264 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $54,493 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,771 | TotalRevenueColumnAmt |
| Exclusion | $144,771 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,417,908 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $229,886 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,022,199 | TotalAmt |
| Program Services | $1,022,199 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,500 | TotalAmt |
| Program Services | $5,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,136 | TotalAmt |
| Program Services | $22,568 | ProgramServicesAmt |
| Management And General | $11,284 | ManagementAndGeneralAmt |
| Fundraising | $11,284 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,690 | TotalAmt |
| Program Services | $2,952 | ProgramServicesAmt |
| Management And General | $369 | ManagementAndGeneralAmt |
| Fundraising | $369 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,070 | TotalAmt |
| Program Services | $6,450 | ProgramServicesAmt |
| Management And General | $810 | ManagementAndGeneralAmt |
| Fundraising | $810 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888 | TotalAmt |
| Program Services | $710 | ProgramServicesAmt |
| Management And General | $89 | ManagementAndGeneralAmt |
| Fundraising | $89 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,142 | TotalAmt |
| Program Services | $1,714 | ProgramServicesAmt |
| Management And General | $214 | ManagementAndGeneralAmt |
| Fundraising | $214 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,828 | TotalAmt |
| Program Services | $1,462 | ProgramServicesAmt |
| Management And General | $183 | ManagementAndGeneralAmt |
| Fundraising | $183 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778 | TotalAmt |
| Program Services | $1,422 | ProgramServicesAmt |
| Management And General | $178 | ManagementAndGeneralAmt |
| Fundraising | $178 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,081 | TotalAmt |
| Program Services | $1,665 | ProgramServicesAmt |
| Management And General | $208 | ManagementAndGeneralAmt |
| Fundraising | $208 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOK TRUST SERVICE FEES | $11,847 | $9,477 | $1,185 | $1,185 |
| BANK CHARGES | $2,389 | $1,911 | $239 | $239 |
| PRINTING AND PUBLICATIO | $1,279 | $1,023 | $128 | $128 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,108,827 | TotalAmt |
| Program Services | $1,079,053 | ProgramServicesAmt |
| Management And General | $14,887 | ManagementAndGeneralAmt |
| Fundraising | $14,887 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,486 | BOYAmt |
| EOY | $414,178 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,466,468 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120 | BOYAmt |
| EOY | $120 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,670,438 | BOYAmt |
| EOY | $1,776,043 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,946,044 | BOYAmt |
| EOY | $3,656,809 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65 | BOYAmt |
| EOY | $65 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $354,794 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65 | BOYAmt |
| EOY | $354,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,748,802 | BOYAmt |
| EOY | $1,932,039 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,177 | BOYAmt |
| EOY | $1,369,911 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,945,979 | BOYAmt |
| EOY | $3,301,950 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,946,044 | BOYAmt |
| EOY | $3,656,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,309,081 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $46,889 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $157,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $348,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $380,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,387,286 | CurrentTaxYearAmt |
| Total | $3,563,880 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $348,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $380,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,387,286 | CurrentTaxYearAmt |
| Total | $3,563,880 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,563,880 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,911 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,153 | CurrentTaxYearAmt |
| Total | $130,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,694,507 | TotalSupportAmt |
| Public Support CY170 | 0.96460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91690 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,464,797 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $46,889 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $46,889 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,417,908 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,417,908 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,108,827 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,108,827 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,108,827 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MARDIGRAS BALL AND AUCTION | Event1Nm |
| Gross Receipts Event1 | $199,264 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $199,264 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $54,493 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $199,264 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $199,264 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $54,493 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,493 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $144,771 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION SCHOOLS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 EAST 61ST STREET | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $1,022,199 | CashGrantAmt |
| Purpose Of Grant | TEACHER AND PROGRAM GRANTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $5,500 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE TREASURER OF THE ORGANIZATION BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN DOCUMENTS STATING THAT THEY HAVE READ THE POLICIES AND PROCEDURES AND WILL ABIDE BY THEM. |
| FORM 990, PART VI, SECTION B, LINE 15A | 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, SECTION C, LINE 19 | THE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
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