OSTEOPATHIC FOUNDERS FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
OSTEOPATHIC FOUNDERS FOUNDATION (EIN 73-0583936)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-09
IRS object ID
201823139349302712
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

FieldValueIRS element (for citing)
Return2018-11-09T13:44:54-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16120 S Yale 1400AddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP741364223ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN730583936EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OSTEOPATHIC FOUNDERS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SHERRI L WISEInCareOfNm
Business Name ControlOSTEBusinessNameControlTxt
Phone9185517300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18801 SOUTH YALE AVENUE STE 400AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74137ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHERRI L WISEPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLisa E HairstonPreparerPersonNm
PTINP01577080PTIN
Phone9185842900PhoneNum
Preparation2018-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id73023320183135000000FederalOriginalSubmissionId
Federal Original Submission Id2018-11-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA816919CE7746DF9CBAB2FA62B1ECBE2167BBB6EAtSubmissionCreationDeviceId
At Submission Filing Device IdDAD65EECAC843260A5C4F21A94354906CA5D7CD4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSHERRI L WISEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18801 SOUTH YALE AVENUE400AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74137ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,464,849GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OSTEOPATHICFOUNDERS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1943FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTO IMPROVE THE HEALTH AND HEALTHCARE OF NORTHEAST OKLAHOMA THROUGH THE SUPPORT OF OSTEOPATHIC MEDICAL EDUCATION ACROSS THE CONTINUUM OF LEARNING.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$339,558PYContributionsGrantsAmt
CY Contributions Grants$359,183CYContributionsGrantsAmt
PY Program Service Revenue$58,143PYProgramServiceRevenueAmt
CY Program Service Revenue$66,070CYProgramServiceRevenueAmt
PY Investment Income$600,734PYInvestmentIncomeAmt
CY Investment Income$981,048CYInvestmentIncomeAmt
PY Other Revenue-$95,273PYOtherRevenueAmt
CY Other Revenue-$86,216CYOtherRevenueAmt
PY Total Revenue$903,162PYTotalRevenueAmt
CY Total Revenue$1,320,085CYTotalRevenueAmt
PY Grants And Similar Paid$501,247PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$262,374CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$315,355PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$342,880CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$89,288CYTotalFundraisingExpenseAmt
PY Other Expenses$353,919PYOtherExpensesAmt
CY Other Expenses$366,932CYOtherExpensesAmt
PY Total Expenses$1,170,521PYTotalExpensesAmt
CY Total Expenses$972,186CYTotalExpensesAmt
PY Revenues Less Expenses-$267,359PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$347,899CYRevenuesLessExpensesAmt
Total Assets BOY$18,212,024TotalAssetsBOYAmt
Total Assets EOY$20,120,807TotalAssetsEOYAmt
Total Liabilities BOY$1,078,772TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,141,217TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,133,252NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,979,590NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$166,921ExpenseAmt
Revenue$66,070RevenueAmt
DescAS 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. FIFTEEN 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 AOA OR ACGME ACCREDITED POSTGRADUATE TRAINING PROGRAMS. 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 2017, 21 QUALIFYING PROFESSIONAL DEVELOPMENT PROGRAMS WERE OFFERED IN INTERNAL MEDICINE, ULTRASONOGRAPHY, PAIN MANAGEMENT, ONCOLOGY,TRAUMA, PSYCHIATRY, ADDICTION, AND HEALTH POLICY AND HEALTHCARE FINANCE WHICH TRAINED OVER 1200 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 EIGHTEEN CME PROGRAMS IN FIVE OKLAHOMA COMMUNITIES WHICH TRAINED NEARLY 900 OSTEOPATHIC AND ALLOPATHIC PHYSICIANS IN THE PROPER PRESCRIBING OF CONTROLLED DANGEROUS DRUGS. WE WERE ABLE TO PRESENT, FOR THE FIRST TIME, 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

FieldValueIRS element (for citing)
Expense$426,173ExpenseAmt
Grant$262,374GrantAmt
DescCOMMUNITY 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 2017; HOPE(HEALTH OUTREACH PREVENTION EDUCATION) RECEIVED A $25,000 GRANT 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. 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. GOOD SAMARITAN HEALTH SERVICES PROVIDES 54 CLINICS AT 14 LOCATIONS EVERY MONTH IN THEIR SPECIALLY EQUIPPED MOBILE UNIT. THE GRANT FROM THE FOUNDATION WILL SUPPORT THEIR DIABETIC RETINOPATHY SCREENING SERVICES WHICH WILL PREVENT BLINDNESS IN THEIR DIABETIC PATIENTS. A TOTAL OF TWENTY SIX COMMUNITY ORGANIZATIONS RECEIVED FUNDING FROM THE OSTEOPATHIC FOUNDERS FOUNDATION IN 2017. THE FOUNDATION IS VERY PROUD OF THESE, AND OTHER, INVESTMENTS WE HAVE MADE IN THE TULSA AND NORTHEAST OKLAHOMA COMMUNITIES. VAN WHICH TRAVELS TO RURAL LOCATIONS WITH THE $7,500 FUNDING PROVIDED BY THE FOUNDATION. OUR COMMITMENT TO QUALITY END OF LIFE CARE WAS DEMONSTRATED WITH A GRANT TO HOSPICE OF GREEN COUNTRY FOR THEIR COURTESY CARE PROGRAM. THE TULSA COUNTY MEDICAL SOCIETY FOUNDATION WAS SUPPORTED WITH A $7,500 GRANT TO ASSIST WITH THEIR 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

FieldValueIRS element (for citing)
Expense$140,016ExpenseAmt
DescHEART 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 ON OUT OF HOSPITAL CARDIAC ARREST WILL SURVIVE WITHOUT BYSTANDER INITIATED CPR. A PUBLIC HEALTH ISSUE, THE FOUNDATION HAS CHOSEN TO ADDRESS THE NEED FOR CONTINUED TRAINING OF HEALTH 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. THE NEONATAL RESUSCITATION PROGRAM WHICH IS JOINTLY ACCREDITED BY THE AHA AND THE AMERICAN ACADEMY OF PEDIATRICS IS ALSO PART OF OUR SUITE OF TRAINING SERVICES. OVER 350 PROFESSIONALSRECEIVED CERTIFICATION IN THESE DISCIPLINES THROUGH OUR SITE IN 2017. WE ALSO PLACE AN EMPHASIS ON PROVIDING TRAINING IN THE BASICSKILLS OF CARDIOPULMONARY 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 2017 THE FOUNDATION PROVIDED THREE 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 NEED OF OLDER ADULTS. TO IMPROVE THE SAFETY OF VISITORS TOTULSA, TRAINING IN CPR, AED, AND FIRST AID WAS PROVIDED TO EMPLOYEES OF THE TULSA ZOO AS WELL AS THE STAFF OF THE GIRL SCOUTS OF AMERICA.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$733,110TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document23IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSHERRI L WISEPersonNm
Phone9185517300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18801 S YALE AVE STE 400AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74137ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
LAURA L ARROWSMITH DO
DIRECTOR2.00.0Yes (X)$0$0$0
SCOTT S CYRUS DO
CHAIRMAN3.00.0Yes (X)$0$0$0Yes (X)
J MARTIN BEAL DO
DIRECTOR2.00.0Yes (X)$0$0$0
TOM A HAMILTON DO
DIRECTOR2.00.0Yes (X)$0$0$0
DANIEL G MORRIS DO
DIRECTOR2.00.0Yes (X)$0$0$0
PATTI W SHAW DO
DIRECTOR2.00.0Yes (X)$0$0$0
MOUSUMI SOM DO
VICE CHAIRMAN4.00.0Yes (X)$0$0$0Yes (X)
JEFFREY S STROUP PHARM D
DIRECTOR2.00.0Yes (X)$0$0$0
DANNY THOMASON DO
SECRETARY/TREASURER3.00.0Yes (X)$0$0$0Yes (X)
CANDY N TING DO
DIRECTOR2.00.0Yes (X)$0$0$0
HENRY WILL JD
DIRECTOR2.00.0Yes (X)$0$0$0
SHERRI L WISE
PRESIDENT/CEO40.00.0$159,472$0$10,902Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$159,472TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$10,902TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$3,625MembershipDuesAmt
Fundraising$168,702FundraisingAmt
All Other Contributions$186,856AllOtherContributionsAmt
Total Contributions$359,183TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees611420$60,987$60,987
Other Income900099$1,783$1,783
Income from Affiliated Org900099$3,300$3,300
FieldValueIRS element (for citing)
Total Program Service Revenue$66,070TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$460,147TotalRevenueColumnAmt
Exclusion$460,147ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$520,901SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$520,901SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$520,901TotalRevenueColumnAmt
Exclusion$520,901ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$58,548FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$168,702ContriRptFundraisingEventAmt
Fundraising Direct Expenses$144,764FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$86,216TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,320,085TotalRevenueColumnAmt
Related Or Exempt Func Income$66,070RelatedOrExemptFuncIncomeAmt
Exclusion$981,048ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$149,493TotalAmt
Program Services$149,493ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$112,881TotalAmt
Program Services$112,881ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$159,472TotalAmt
Program Services$103,657ProgramServicesAmt
Management And General$31,894ManagementAndGeneralAmt
Fundraising$23,921FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$139,142TotalAmt
Program Services$90,442ProgramServicesAmt
Management And General$27,829ManagementAndGeneralAmt
Fundraising$20,871FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$26,300TotalAmt
Program Services$17,095ProgramServicesAmt
Management And General$5,260ManagementAndGeneralAmt
Fundraising$3,945FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,966TotalAmt
Program Services$11,678ProgramServicesAmt
Management And General$3,593ManagementAndGeneralAmt
Fundraising$2,695FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,240TotalAmt
Management And General$19,116ManagementAndGeneralAmt
Fundraising$2,124FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$80,488TotalAmt
Program Services$78,702ProgramServicesAmt
Fundraising$1,786FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$82,174TotalAmt
Program Services$63,126ProgramServicesAmt
Management And General$11,429ManagementAndGeneralAmt
Fundraising$7,619FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,279TotalAmt
Program Services$10,957ProgramServicesAmt
Management And General$3,774ManagementAndGeneralAmt
Fundraising$548FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,339TotalAmt
Program Services$6,870ProgramServicesAmt
Management And General$881ManagementAndGeneralAmt
Fundraising$588FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,157TotalAmt
Program Services$2,401ProgramServicesAmt
Management And General$3,756ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACT SERVICES$30,016$28,515$1,501
UNITRUST DISTRIBUTIONS$25,191$25,191
SUPPLIES$18,734$16,282$2,452
EVENTS$7,880$7,880

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$71,434TotalAmt
Program Services$41,011ProgramServicesAmt
Management And General$30,423ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$972,186TotalAmt
Program Services$733,110ProgramServicesAmt
Management And General$149,788ManagementAndGeneralAmt
Fundraising$89,288FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$31,936BOYAmt
EOY$21,462EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$104,188BOYAmt
EOY$70,495EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$1,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16BOYAmt
EOY$16EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,850BOYAmt
EOY$1,485EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,860BOYAmt
EOY$17,994EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$266,394LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$262,484LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,815BOYAmt
EOY$3,910EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,729,527BOYAmt
EOY$17,499,203EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,307,832BOYAmt
EOY$2,505,242EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,212,024BOYAmt
EOY$20,120,807EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$895,634BOYAmt
EOY$932,190EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$183,138BOYAmt
EOY$209,027EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,078,772BOYAmt
EOY$1,141,217EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,028,031BOYAmt
EOY$16,611,465EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,139,241BOYAmt
EOY$1,402,145EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$965,980BOYAmt
EOY$965,980EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,133,252BOYAmt
EOY$18,979,590EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,212,024BOYAmt
EOY$20,120,807EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$347,899ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,551,069NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$52,630PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$324,029CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$376,300CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$389,717CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$339,558CurrentTaxYearMinus1YearAmt
Current Tax Year$359,183CurrentTaxYearAmt
Total$1,788,787TotalAmt

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$324,029CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$376,300CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$389,717CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$339,558CurrentTaxYearMinus1YearAmt
Current Tax Year$359,183CurrentTaxYearAmt
Total$1,788,787TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$19,856SubstantialContributorsTotAmt
Public Support Total170$1,768,931PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$356,410CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$418,788CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$328,305CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$347,623CurrentTaxYearMinus1YearAmt
Current Tax Year$460,147CurrentTaxYearAmt
Total$1,911,273TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,691CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,143CurrentTaxYearMinus1YearAmt
Current Tax Year$66,070CurrentTaxYearAmt
Total$372,271TotalAmt
FieldValueIRS element (for citing)
Total Support$4,072,331TotalSupportAmt
Gross Receipts Rltd Activities$371,725GrossReceiptsRltdActivitiesAmt
Public Support CY1700.43438PublicSupportCY170Pct
Public Support PY1700.42612PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFACTS AND CIRCUMSTANCES TESTFormAndLineReferenceDesc
ExplanationSEE ATTACHMENT FOR FACTS AND CIRCUMSTANCES TEST.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$991,005BeginningYearBalanceAmt
Investment Earnings Or Losses-$25,025InvestmentEarningsOrLossesAmt
End Year Balance$965,980EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$988,805BeginningYearBalanceAmt
Contributions$2,200ContributionsAmt
End Year Balance$991,005EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$985,630BeginningYearBalanceAmt
Contributions$3,175ContributionsAmt
End Year Balance$988,805EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$981,255BeginningYearBalanceAmt
Contributions$4,375ContributionsAmt
End Year Balance$985,630EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$975,530BeginningYearBalanceAmt
Contributions$5,725ContributionsAmt
End Year Balance$981,255EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,057OtherCostOrOtherBasisAmt
Depreciation$37,057DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$229,337OtherCostOrOtherBasisAmt
Depreciation$225,427DepreciationAmt
Book Value$3,910BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,910TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescInvestments - Other securitiesDesc
Book Value$2,505,242BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,505,242TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Deferred Compensation$182,729
Other Liabilities$26,298
FieldValueIRS element (for citing)
Total Liability$209,027TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART V, LINE 4FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Event1WINTERSETEvent1Nm
Gross Receipts Event1$227,250GrossReceiptsEvent1Amt
Charitable Contri Event1$168,702CharitableContriEvent1Amt
Gross Revenue Event1$58,548GrossRevenueEvent1Amt
Non Cash Prizes Event1$8,375NonCashPrizesEvent1Amt
Rent Facility Costs Event1$37,573RentFacilityCostsEvent1Amt
Food And Beverage Event1$65,838FoodAndBeverageEvent1Amt
Entertainment Event1$3,750EntertainmentEvent1Amt
Other Direct Expenses Event1$29,228OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$227,250GrossReceiptsTotalAmt
Charitable Contributions Tot$168,702CharitableContributionsTotAmt
Gross Revenue Total Events$58,548GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$8,375NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$37,573RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$65,838FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,750EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$29,228OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$144,764DirectExpenseSummaryEventsAmt
Net Income Summary-$86,216NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
OKLAHOMA CARING FOUNDATION
3817 NORTHWEST EXPRESSWAYOKLAHOMA CITYOK73112731470846501(C)(3)$7,500PEDIATRIC VACCINATIONS
MENTAL HEALTH ASSOCIATION OF OKLAHOMA
1870 S BOULDER AVETULSAOK74119730657931501(C)(3)$7,000HOUSING
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 SOUTH MONROESTILLWATEROK74074746097060501(C)(3)$65,000MEDICAL EDUCATION
HOPE
3540 E 31ST STREETTULSAOK74135731537952501(C)(3)$27,500HIV PREVENTION EDUCATION
AMERICAN OSTEOPATHIC FOUNDATION
142 E ONTARIOCHICAGOIL60611366056120501(C)(3)$8,000STUDENT SCHOLARSHIPS
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
EDUCATIONAL STIPENDS14$19,077
SCHOLARSHIPS8$19,000
TEXTBOOKS118$19,449COSTBOOKS
POST GRADUATE TRAINING PROGRAMS75$15,112COSTEDUCATIONAL EVENTS
EDUCATIONAL MATERIALS57$22,293COSTTRAINING RESOURCES

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSHERRI L WISEPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$159,472BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$4,650DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$6,252NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$170,374TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, LINE 1ATHE 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 6MEMBERSHIP 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 7ATHE 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 7BTHE AMENDED AND RESTATED BY-LAWS OF THE ORGANIZATION RESERVE THE POWER TO AMEND THE BY-LAWS TO THE MEMBERSHIP OF THE ORGANIZATION. THE PROCEDURE REQUIRED TO AMEND BY-LAWS BEGINS WITH THE INITIATION OF THE PROPOSED AMENDMENT BY THE BOARD OF DIRECTORS. AT THE NEXT MEETING OF THE BOARD OF DIRECTORS, SUBSEQUENT TO THE MEETING AT WHICH THE PROPOSED AMENDMENTS WERE PRESENTED, SUCH AMENDMENTS MUST RECEIVE THE AFFIRMATIVE VOTE OF THE MAJORITY OF THE DIRECTORS. IF APPROVED BY THE BOARD OF DIRECTORS, THE PROPOSED AMENDMENTS SHALL BE MAILED TO THE MEMBERS OF THE ORGANIZATION AT LEAST 30 DAYS PRIOR TO THE DATE ESTABLISHED FOR THE BALLOT ON WHICH THEY ARE TO BE CONSIDERED FOR ADOPTION. TO BE EFFECTIVE, AMENDMENTS MUST RECEIVE THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE MEMBERS REPRESENTED BY ABSENTEE BALLOT OR AT A MEETING OF THE MEMBERS OF THE ORGANIZATION AT WHICH A DULY QUALIFIED QUORUM IS PRESENT.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 15ATHE 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 19THE 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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