FOUNDATION FOR TULSA SCHOOLS: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR TULSA SCHOOLS (EIN 73-1612027)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-02-15
IRS object ID
201820469349301397
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)
Return2018-02-15T14:05:52-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12222 S UTICA PL SUITE 200AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741147002ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731612027EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATION FOR TULSA SCHOOLSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone9187466600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13027 SOUTH NEW HAVEN NO 600AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741146131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH CREIDERPersonNm
Person TitleBOARD OF DIRECTOR - TREASURERPersonTitleTxt
Phone9187466600PhoneNum
Signature2018-01-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW LYNDEL LACKEYPreparerPersonNm
PTINP00234298PTIN
Phone9187452333PhoneNum
Preparation2018-01-23PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.249.102.217IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-01-31IPDt
IP Tm15:58:10IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id22F1F6C2FDC2F741F4AD4B086A9B35549758894AAtSubmissionCreationDeviceId
At Submission Filing Device Id4E0D735068D6152C99544686194D2A38FD75B12DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOSEPH CREIDERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13027 SOUTH NEW HAVEN NO 600AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741146131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,631,554GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FOUNDATIONFORTULSASCHOOLS.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation2001FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION SUPPORTS THE TULSA PUBLIC SCHOOLS DISTRICT ("TPS") THROUGH ENHANCING EDUCATIONAL SUCCESS OF TPS AND ITS STUDENTS BY AIDING THE FUNDING OF CERTAIN TPS PROGRAMS. THE FOUNDATION IS ENTIRELY DONOR SUPPORTED.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers450TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,775,218PYContributionsGrantsAmt
CY Contributions Grants$12,303,712CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$49,802PYInvestmentIncomeAmt
CY Investment Income$35,274CYInvestmentIncomeAmt
PY Other Revenue$17,647PYOtherRevenueAmt
CY Other Revenue$41,097CYOtherRevenueAmt
PY Total Revenue$4,842,667PYTotalRevenueAmt
CY Total Revenue$12,380,083CYTotalRevenueAmt
PY Grants And Similar Paid$2,723,645PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,700,432CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$147,045PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$257,937CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$111,785CYTotalFundraisingExpenseAmt
PY Other Expenses$95,813PYOtherExpensesAmt
CY Other Expenses$64,804CYOtherExpensesAmt
PY Total Expenses$2,966,503PYTotalExpensesAmt
CY Total Expenses$9,023,173CYTotalExpensesAmt
PY Revenues Less Expenses$1,876,164PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,356,910CYRevenuesLessExpensesAmt
Total Assets BOY$3,561,365TotalAssetsBOYAmt
Total Assets EOY$7,000,146TotalAssetsEOYAmt
Total Liabilities BOY$28,005TotalLiabilitiesBOYAmt
Total Liabilities EOY$45,448TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,533,360NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,954,698NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FOUNDATION SUPPORTS THE TULSA PUBLIC SCHOOLS DISTRICT ("TPS") THROUGH ENHANCING EDUCATIONAL SUCCESS OF TPS AND ITS STUDENTS BY AIDING THE FUNDING OF CERTAIN TPS PROGRAMS. THE FOUNDATION IS ENTIRELY DONOR SUPPORTED.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,105,573ExpenseAmt
Grant$4,105,573GrantAmt
DescSUPPORT TPS - PROVIDE FUNDING FOR TPS PRIORITIESDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,021,872ExpenseAmt
Grant$4,021,872GrantAmt
DescSUPPORT TPS - PROVIDE FUNDING FOR INNOVATION PARTNERSHIPSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$572,987ExpenseAmt
Grant$572,987GrantAmt
DescSUPPORT TPS - PROVIDE FUNDING FOR COMMUNITY SCHOOLSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$116,071ExpenseAmt
DescOTHER SUPPORT FOR TULSA PUBLIC SCHOOLS AND VARIOUS OTHER ORGANIZATIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$116,071TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$8,816,503TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MR JOSEPH CREIDERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9187466600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13027 S NEW HAVEN SUITE 600AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SUSAN BEACH
CHAIR1.00Yes (X)$0$0$0
MATT NEWMAN
CHAIR ELECT1.00Yes (X)$0$0$0
STEVE SOULE'
PAST CHAIR1.00Yes (X)$0$0$0
TIFFANI BRUTON
COMMUNICATIONS1.00Yes (X)$0$0$0
JOE CREIDER
TREASURER1.00Yes (X)$0$0$0
ADAM KUPETSKY
SECRETARY1.00Yes (X)$0$0$0
DAN BOWLING
DIRECTOR1.00Yes (X)$0$0$0
PETE BURGESS
DIRECTOR1.00Yes (X)$0$0$0
JEFF COUCH
DIRECTOR1.00Yes (X)$0$0$0
MARC DELAMETTER
DIRECTOR1.00Yes (X)$0$0$0
LARRY FAULKNER
DIRECTOR1.00Yes (X)$0$0$0
AARON FULKERSON
DIRECTOR1.00Yes (X)$0$0$0
RYAN HAYNIE
DIRECTOR1.00Yes (X)$0$0$0
JIM HOFMEISTER
EVENTS1.00Yes (X)$0$0$0
CHRIS HOLDER
DIRECTOR1.00Yes (X)$0$0$0
DEBORAH HOSS
DIRECTOR1.00Yes (X)$0$0$0
RICK KELLY
DIRECTOR1.00Yes (X)$0$0$0
DIANE MURPHY
DIRECTOR1.00Yes (X)$0$0$0
SUSAN NEAL
DIRECTOR1.00Yes (X)$0$0$0
MONROE NICHOLS
DIRECTOR1.00Yes (X)$0$0$0
SHANNON O'DOHERTY
PROGRAM EVALUATION1.00Yes (X)$0$0$0
DANIEL REGAN
DIRECTOR1.00Yes (X)$0$0$0
DAVID STRATTON
DIRECTOR1.00Yes (X)$0$0$0
ANGELA WELLS
DIRECTOR1.00Yes (X)$0$0$0
DREW FRANCE
DEVELOPMENT1.00Yes (X)$0$0$0
SHEMEKA RODGERS
COMMUNITIES IN SCHOOLS1.00Yes (X)$0$0$0
BRIAN PASCHAL
PRESIDENT / CEO40.00$79,600$0$9,500Yes (X)
LUCKY LAMONS
EXECUTIVE DIRECTOR40.00$28,422$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$108,022TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$9,500TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$237,420FundraisingAmt
All Other Contributions$12,066,292AllOtherContributionsAmt
Total Contributions$12,303,712TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,174TotalRevenueColumnAmt
Exclusion$28,174ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$174,434SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$167,334SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,100SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,100TotalRevenueColumnAmt
Exclusion$7,100ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$125,234FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$237,420ContriRptFundraisingEventAmt
Fundraising Direct Expenses$84,137FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,097TotalRevenueColumnAmt
Exclusion$41,097ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,380,083TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$76,371ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,700,432TotalAmt
Program Services$8,700,432ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$166,200TotalAmt
Program Services$74,790ProgramServicesAmt
Management And General$24,930ManagementAndGeneralAmt
Fundraising$66,480FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$75,285TotalAmt
Program Services$33,878ProgramServicesAmt
Management And General$11,293ManagementAndGeneralAmt
Fundraising$30,114FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,452TotalAmt
Program Services$7,403ProgramServicesAmt
Management And General$2,468ManagementAndGeneralAmt
Fundraising$6,581FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,300TotalAmt
Management And General$12,300ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,352TotalAmt
Management And General$5,352ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,001TotalAmt
Management And General$8,391ManagementAndGeneralAmt
Fundraising$8,610FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,541TotalAmt
Management And General$12,541ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,737TotalAmt
Management And General$2,737ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,502TotalAmt
Management And General$3,502ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$248TotalAmt
Management And General$248ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,645TotalAmt
Management And General$2,645ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
BANK CHARGES$5,338$5,338
PAYROLL PROCESSING FEE$989$989
PROFESSIONAL DUES$748$748
PROFESSIONAL DEVELOPMEN$512$512

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$891TotalAmt
Management And General$891ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,023,173TotalAmt
Program Services$8,816,503ProgramServicesAmt
Management And General$94,885ManagementAndGeneralAmt
Fundraising$111,785FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,263,648BOYAmt
EOY$548,095EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$3,526,679EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$154,911BOYAmt
EOY$1,743,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,802BOYAmt
EOY$2,776EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,984LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,513LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$719BOYAmt
EOY$471EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,128,721BOYAmt
EOY$1,169,561EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,564BOYAmt
EOY$9,564EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,561,365BOYAmt
EOY$7,000,146EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,005BOYAmt
EOY$27,948EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$17,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,005BOYAmt
EOY$45,448EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,040,975BOYAmt
EOY$1,113,866EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,465,370BOYAmt
EOY$5,813,817EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,015BOYAmt
EOY$27,015EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,533,360BOYAmt
EOY$6,954,698EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,561,365BOYAmt
EOY$7,000,146EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,356,910ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$64,428NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$2,473,619CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,423,183CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,054,911CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,891,285CurrentTaxYearMinus1YearAmt
Current Tax Year$12,428,946CurrentTaxYearAmt
Total$24,271,944TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,473,619CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,423,183CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,054,911CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,891,285CurrentTaxYearMinus1YearAmt
Current Tax Year$12,428,946CurrentTaxYearAmt
Total$24,271,944TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$13,026,538SubstantialContributorsTotAmt
Public Support Total170$11,245,406PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,107CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53,253CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,861CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,768CurrentTaxYearMinus1YearAmt
Current Tax Year$28,174CurrentTaxYearAmt
Total$206,163TotalAmt
FieldValueIRS element (for citing)
Total Support$24,478,107TotalSupportAmt
Public Support CY1700.45940PublicSupportCY170Pct
Public Support PY1700.59720PublicSupportPY170Pct
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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$54,164BeginningYearBalanceAmt
Contributions$15,075ContributionsAmt
End Year Balance$69,239EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,675BeginningYearBalanceAmt
Contributions$13,489ContributionsAmt
End Year Balance$54,164EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,015BeginningYearBalanceAmt
Contributions$13,660ContributionsAmt
End Year Balance$40,675EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,015BeginningYearBalanceAmt
End Year Balance$27,015EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,015BeginningYearBalanceAmt
End Year Balance$27,015EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,984OtherCostOrOtherBasisAmt
Depreciation$10,513DepreciationAmt
Book Value$471BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$471TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$12,467,369TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$64,428NetUnrealizedGainsInvstAmt
Other Revenue$160,135OtherRevenueAmt
Revenue Not Reported$224,563RevenueNotReportedAmt
Revenue Subtotal$12,242,806RevenueSubtotalAmt
Other Revenues Not Included$137,277OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$137,277RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,380,083TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,046,031TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$160,135OtherExpensesIncludedAmt
Expenses Not Reported$160,135ExpensesNotReportedAmt
Expenses Subtotal$8,885,896ExpensesSubtotalAmt
Other Expenses Not Included$137,277OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$137,277ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,023,173TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION IS THE BENEFICIARY OF CERTAIN ENDOWMENT FUNDS AT THE TULSA COMMUNITY FOUNDATION(TCF). TCF IS A NOT-FOR-PROFIT ENTITY THAT PROVIDES FOR ENDOWED CONTRIBUTIONS TO BE POOLED TO MAXIMIZE RETURN ON INVESTMENTS FOR THE BENEFIT OF AREA NOT-FOR-PROFIT ORGANIZATIONS. CONTRIBUTIONS TO THE ENDOWMENT FUNDS ARE PERMITTED BY NOT-FOR-PROFIT ENTITIES, AS WELL AS INDIVIDUAL DONORS IN THE COMMUNITY WHO DESIGNATE THE BENEFICIARY OF THEIR CONTRIBUTIONS. THE FOUNDATION MADE NO CONTRIBUTIONS TO TCF FOR THE YEARS ENDED JUNE 30, 2017 OR 2016. EARNINGS ON THESE ENDOWED FUNDS ARE DISTRIBUTED ANNUALLY IN ACCORDANCE WITH THE TERMS OF THE ENDOWMENT AND TCF'S SPENDING POLICIES. ENDOWED FUNDS CONTRIBUTED BY THE FOUNDATION AND THE REINVESTED EARNINGS THEREON, NET OF DISTRIBUTIONS RECEIVED, ARE REFLECTED IN THE STATEMENTS OF FINANCIAL POSITION AS BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS. THE FAIR VALUE OF ENDOWED FUNDS CONTRIBUTED BY THIRD-PARTY DONORS THAT ARE HELD BY TCF DESIGNATED FOR THE BENEFIT OF THE FOUNDATION WAS $15,075 AND $13,489 AT JUNE 30, 2017 AND 2016, RESPECTIVELY. TCF HAS VARIANCE POWER OVER CONTRIBUTIONS IT HAS RECEIVED FROM THIRD PARTIES ON BEHALF OF THE FOUNDATION. ACCORDINGLY, SUCH ENDOWED FUNDS ARE NOT REFLECTED IN THE FOUNDATION'S STATEMENTS OF FINANCIAL POSITION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:EXPENSES RELATING TO FUNDRAISING EVENTS 160,135.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF DIRECT BENEFIT TO DONORS 137,277.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EXPENSES RELATING TO FUNDRAISING EVENTS 160,135.
PART XII, LINE 4B - OTHER ADJUSTMENTS:COST OF DIRECT BENEFITS TO DONORS 137,277.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DESIGNER SHOWCASEEvent1Nm
Gross Receipts Event1$139,834GrossReceiptsEvent1Amt
Charitable Contri Event1$62,000CharitableContriEvent1Amt
Gross Revenue Event1$77,834GrossRevenueEvent1Amt
Rent Facility Costs Event1$11,142RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$9,582OtherDirectExpensesEvent1Amt
Event2GALA DINNEREvent2Nm
Gross Receipts Event2$115,955GrossReceiptsEvent2Amt
Charitable Contri Event2$89,555CharitableContriEvent2Amt
Gross Revenue Event2$26,400GrossRevenueEvent2Amt
Other Direct Expenses Event2$37,897OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$106,865GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$85,865CharitableContriOtherEventsAmt
Gross Revenue Other Events$21,000GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$25,516OthDirectExpnssOtherEventsAmt
Gross Receipts Total$362,654GrossReceiptsTotalAmt
Charitable Contributions Tot$237,420CharitableContributionsTotAmt
Gross Revenue Total Events$125,234GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$11,142RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$72,995OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$84,137DirectExpenseSummaryEventsAmt
Net Income Summary$41,097NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TULSA PUBLIC SCHOOLSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13027 SOUTH NEW HAVENAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
Recipient EIN736021242RecipientEIN
Cash Grant$8,700,357CashGrantAmt
Purpose Of GrantTO SUPPORT TULSA PUBLIC SCHOOLSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE TREASURER HAS DE FACTO DELEGATED AUTHORITY OF THE BOARD OF DIRECTORS. THE TREASURER REVIEWS THE 990 RETURN AND COMPARES IT TO THE AUDITED FINANCIAL STATEMENTS TO ENSURE REASONABLENESS.
FORM 990, PART VI, SECTION B, LINE 12CEVERY YEAR, EACH BOARD MEMBER IS REQUIRED TO FILL OUT AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. THE PRESIDENT AND CEO ARE RESPONSIBLE FOR THE MONITORING OF THE POLICY.
FORM 990, PART VI, SECTION C, LINE 19THE 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST.

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