OKMULGEE EDUCATION FOUNDATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
OKMULGEE EDUCATION FOUNDATION (EIN 73-1439808)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-01-09
IRS object ID
201800099349200115
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-01-09T13:04:37-08:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Greg Marriott CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1215 East 8th StreetAddressLine1Txt
CityOkmulgeeCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731439808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKMULGEE EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOKMUBusinessNameControlTxt
Phone9185497222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 464AddressLine1Txt
CityOKMULGEECityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid GrimmettPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2018-01-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGreg Marriott CPAPreparerPersonNm
PTINP00527969PTIN
Phone9187569180PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$67,306GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$20,720ContributionsGiftsGrantsEtcAmt
Investment Income$5,283InvestmentIncomeAmt
Sale Of Assets Gross$26,018SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$10,186CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$15,832GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$15,281FundraisingGrossIncomeAmt
Special Events Direct Expenses$1,244SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$14,037SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Other Revenue Total$4OtherRevenueTotalAmt
Total Revenue$55,876TotalRevenueAmt
Grants And Similar Amounts Paid$35,307GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$18,859OtherExpensesTotalAmt
Total Expenses$54,166TotalExpensesAmt
Excess Or Deficit For Year$1,710ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$277,390NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$279,100NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$277,390BOYAmt
EOY$279,100EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$277,390BOYAmt
EOY$279,100EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$277,390BOYAmt
EOY$279,100EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeProvide Resources to Public SchoolsPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
We are able to send high school and middle school students to the Young at Art series at the Tulsa Performing Arts Center thanks to a grant from the Viersen Foundation. This funding allowed the students to be exposed to many cultural events. This funding also paid for all transportation costs for these bus trips.$20,600$16,500
Throughout the 2016-17 academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and its teachers.$14,207
The Education Foundation provided the funding for a Lego Robotics camp on the campus of Oklahoma State University-IT in Okmulgee.$6,197
FieldValueIRS element (for citing)
Total Program Service Expenses$41,004TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Mary Lewellen
President3.00$0
Paula Brydges
Vice President1.00$0
Pat Wilson
Secretary1.00$0
David Grimmett
Treasurer2.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID GRIMMETTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1702 N SEMINOLEAddressLine1Txt
CityOKMULGEECityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd
FieldValueIRS element (for citing)
Phone9185497222PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,411CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,500CurrentTaxYearMinus1YearAmt
Current Tax Year$20,720CurrentTaxYearAmt
Total$192,642TotalAmt

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$18,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,411CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,500CurrentTaxYearMinus1YearAmt
Current Tax Year$20,720CurrentTaxYearAmt
Total$192,642TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$192,642PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,077CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,221CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,530CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,530CurrentTaxYearMinus1YearAmt
Current Tax Year$5,284CurrentTaxYearAmt
Total$26,642TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$4CurrentTaxYearAmt
Total$4TotalAmt
FieldValueIRS element (for citing)
Total Support$219,288TotalSupportAmt
Public Support CY1700.87850PublicSupportCY170Pct
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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Brochure MailingEvent1Nm
Gross Receipts Event1$15,281GrossReceiptsEvent1Amt
Gross Revenue Event1$15,281GrossRevenueEvent1Amt
Other Direct Expenses Event1$1,244OtherDirectExpensesEvent1Amt
Gross Receipts Total$15,281GrossReceiptsTotalAmt
Gross Revenue Total Events$15,281GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$1,244OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,244DirectExpenseSummaryEventsAmt
Net Income Summary$14,037NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Other Income $4
Grants and Similar Amounts Paid In Excess of $5,000.1| Cash Amount Given: $35307
Other Expenses.1Misc-Discretionary $10388
Other Expenses.2Misc-Scholarships $7000
Other Expenses.3Misc-Bulldog Wearhouse $1416
Other Expenses.4Letter O Banquet $55

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