OKEECHOBEE EDUCATIONAL FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
OKEECHOBEE EDUCATIONAL FOUNDATION (EIN 65-0219235)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-26
IRS object ID
201812079349300601
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)
Return2018-07-26T08:14:53-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591863867PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WICKS BROWN WILLIAMS & CO CPA'S LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1504 N W 5TH AVENUEAddressLine1Txt
CityOKEECHOBEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP34972ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650219235EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKEECHOBEE EDUCATIONALBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlOKEEBusinessNameControlTxt
Phone8634625000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 SW 2ND AVEAddressLine1Txt
CityOKEECHOBEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP34974ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY HURLEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8634625000PhoneNum
Signature2018-06-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHERYL M WILLIAMSPreparerPersonNm
PTINP00448493PTIN
Phone8637632354PhoneNum
Preparation2018-06-11PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY HURLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14390 SE 50 AVEAddressLine1Txt
CityOKEECHOBEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP34974ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$312,544GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.CFEF.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionPROVIDE SCHOLARSHIPS TO STUDENTS IN OKEECHOBEE COUNTY; RECOGNIZE TEACHERS IN THE OKEECHOBEE COUNTY SCHOOL SYSTEM; SUPPORT CULTURAL ACTIVITY IN OKEECHOBEE COUNTY.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$295,602PYContributionsGrantsAmt
CY Contributions Grants$311,531CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$829PYInvestmentIncomeAmt
CY Investment Income$1,013CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$296,431PYTotalRevenueAmt
CY Total Revenue$312,544CYTotalRevenueAmt
PY Grants And Similar Paid$291,246PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$279,356CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$20,130PYOtherExpensesAmt
CY Other Expenses$20,834CYOtherExpensesAmt
PY Total Expenses$311,376PYTotalExpensesAmt
CY Total Expenses$300,190CYTotalExpensesAmt
PY Revenues Less Expenses-$14,945PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,354CYRevenuesLessExpensesAmt
Total Assets BOY$244,781TotalAssetsBOYAmt
Total Assets EOY$263,077TotalAssetsEOYAmt
Total Liabilities BOY$75,603TotalLiabilitiesBOYAmt
Total Liabilities EOY$81,545TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$169,178NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$181,532NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE SCHOLARSHIPS TO STUDENTS IN OKEECHOBEE COUNTY; RECOGNIZE TEACHERS IN THE OKEECHOBEE COUNTY SCHOOL SYSTEM; SUPPORT CULTURAL ACTIVITY IN OKEECHOBEE COUNTY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$264,256ExpenseAmt
Grant$263,181GrantAmt
DescPROVIDE SCHOLARSHIPS TO STUDENTS IN OKEECHOBEE COUNTY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$16,671ExpenseAmt
Grant$16,175GrantAmt
DescRECOGNIZE TEACHERS IN OKEECHOBEE COUNTY SCHOOL SYSTEM.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$17,121ExpenseAmt
DescPROVIDE SUPPORT TO STUDENTS THROUGH COMMUNITY INTERVENTION PROGRAMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescSUPPORT VARIOUS OTHER EDUCATIONAL AND CULTURAL ACTIVITIES IN OKEECHOBEE COUNTY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$298,048TotalProgramServiceExpensesAmt
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 EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
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 PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonERIN MOOREPersonNm
Phone8634625000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12721 NE 6 COURTAddressLine1Txt
CityOKEECHOBEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP34972ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerInd
LINDA SYFRETT
DIRECTORYes (X)$0$0$0
MARY HURLEY
PRESIDENTYes (X)$0$0$02.00Yes (X)
RUSS BROWN
DIRECTORYes (X)$0$0$0
DR PATRICIA COOPER
DIRECTORYes (X)$0$0$0
KEN KENWORTHY
DIRECTORYes (X)$0$0$01.00
DEBBIE CLEMENTS
DIRECTORYes (X)$0$0$0
JOSEPH STANLEY
SECRETARYYes (X)$0$0$01.00Yes (X)
KELLY OWENS
DIRECTORYes (X)$0$0$0
JEFF SABIN
DIRECTORYes (X)$0$0$0
TABITHA TRENT
VICE PRESIDEYes (X)$0$0$0Yes (X)
DENISE WHITEHEAD
DIRECTORYes (X)$0$0$0
PHOEBE RAULERSON
DIRECTORYes (X)$0$0$0
DEBORAH HOOKER
PARLIAMENTARYes (X)$0$0$0Yes (X)
ERIN MOORE
TREASURERYes (X)$0$0$010.00Yes (X)
DR CHRISTINE BISHOP
DIRECTORYes (X)$0$0$0
NOEL STEPHEN
DIRECTORYes (X)$0$0$0
PAULETTE WISE
DIRECTORYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$311,531AllOtherContributionsAmt
Total Contributions$311,531TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,013TotalRevenueColumnAmt
Exclusion$1,013ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$312,544TotalRevenueColumnAmt
Exclusion$1,013ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$279,356TotalAmt
Program Services$279,356ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,069TotalAmt
Management And General$1,069ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
POSITIVE EMPOWERMENT EXPE$17,121$17,121
OTHER PROGRAM EXPENSE$1,075$1,075
OFFICE EXPENSE$1,073$1,073
ACHIEVING EXCELLENCE$496$496

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$300,190TotalAmt
Program Services$298,048ProgramServicesAmt
Management And General$2,142ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$24,883BOYAmt
EOY$50,634EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$212,907BOYAmt
EOY$203,909EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,991BOYAmt
EOY$8,534EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$244,781BOYAmt
EOY$263,077EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,189BOYAmt
EOY$4,121EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$71,414BOYAmt
EOY$77,424EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$75,603BOYAmt
EOY$81,545EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,565BOYAmt
EOY$41,509EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$136,613BOYAmt
EOY$140,023EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$169,178BOYAmt
EOY$181,532EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$244,781BOYAmt
EOY$263,077EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,354ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
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$312,137CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$322,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$319,989CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$295,602CurrentTaxYearMinus1YearAmt
Current Tax Year$311,531CurrentTaxYearAmt
Total$1,562,120TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$312,137CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$322,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$319,989CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$295,602CurrentTaxYearMinus1YearAmt
Current Tax Year$311,531CurrentTaxYearAmt
Total$1,562,120TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,606SubstantialContributorsTotAmt
Public Support Total170$1,560,514PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$519CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$676CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$829CurrentTaxYearMinus1YearAmt
Current Tax Year$1,013CurrentTaxYearAmt
Total$3,820TotalAmt
FieldValueIRS element (for citing)
Total Support$1,565,940TotalSupportAmt
Public Support CY1700.99650PublicSupportCY170Pct
Public Support PY1700.99770PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO OTHER AGENCIESDesc
Amt$77,424Amt
FieldValueIRS element (for citing)
Total Liability$77,424TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$312,544TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$312,544RevenueSubtotalAmt
Total Revenue Per Form990$312,544TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$300,190TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$300,190ExpensesSubtotalAmt
Total Expenses Per Form990$300,190TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmt
SCHOLARSHIPS$263,181
MINI-GRANTS$16,175

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DSUPPORT VARIOUS OTHER EDUCATIONAL AND CULTURAL ACTIVITIES IN OKEECHOBEE COUNTY.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

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